Commit Graph
8 Commits
Author SHA1 Message Date
soconnorandCursor 31151e7f39 Sync time entries with invoice lines and harden auth for mobile.
Link clocked time to invoice items with bidirectional sync, add entry editing on web, broaden session cookie detection for Expo clients, and handle API rate limits without signing users out.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-28 21:44:19 -04:00
soconnorandCursor c267b3e1c8 Improve expenses receipts UX and Coolify MinIO deployment.
Extract receipt UI components, add view/edit/create dialog modes with list receipt previews, add docker-compose.coolify.yml and clearer COOLIFY/S3 path-style guidance for Application + MinIO setups.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-27 00:47:59 -04:00
soconnor b9a9b813d2 add receipts support 2026-06-26 23:07:43 -04:00
soconnor 0e46fdafb2 feat: add administration page and account role management
- Implemented `AdministrationContent` component for managing account roles.
- Created `AdministrationPage` to serve as the main entry point for administration tasks.
- Added PDF preview functionality with `PdfPreviewFrame` component for invoice generation.
- Introduced `InputColor` component for advanced color selection with various formats.
- Established color conversion utilities in `color-converter.ts` for handling color formats.
- Defined appearance-related schemas and types in `appearance.ts` for consistent theme management.
2026-04-30 10:50:50 -04:00
soconnor ddc2b42672 Refactor invoice data table and templates page for improved readability and functionality
- Cleaned up imports and formatted code for better readability in invoices-data-table.tsx.
- Enhanced invoice interface definitions for clarity.
- Improved toast messages for bulk delete and update actions.
- Refactored date formatting and status type retrieval for better readability.
- Simplified template management in templates page, extracting TemplateList component.
- Added registration toggle based on environment variable DISABLE_SIGNUPS.
- Updated navbar to conditionally render registration link based on allowRegistration prop.
- Enhanced error handling and validation in expenses and settings routers.
- Improved PDF export footer handling.
- Updated TRPC react integration for cleaner type imports.
2026-04-29 22:49:07 -04:00
Claude 74f9696023 Add tax features: summary report, deductible expenses, invoice tax fix, CSV export
- Add taxDeductible boolean to expenses schema + migration 0002
- Update expenses router, form, and list to support tax-deductible flag
- Fix invoice-view tax calculation (was hardcoded $0.00; now uses taxRate)
- New Tax Summary tab in Reports: year selector, income/deductions breakdown,
  SE tax + federal income estimates, quarterly bar chart
- CSV export for accountant with income + expense rows and tax summary

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:21:08 +00:00
Claude 4c0eae4b11 Fix build: resolve Turbopack client bundle and font issues
- Move EXPENSE_CATEGORIES to ~/lib/expense-categories.ts to break
  server router import chain from client component
- Use inline import() types in trpc/react.tsx to prevent Turbopack
  from including server modules (pg, db) in the client bundle
- Replace next/font/google with system font stacks to fix build
  failures in environments without Google Fonts access

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:00:25 +00:00
Claude e6b79ce2c2 Add bulk actions, multi-currency, expenses, templates, and reports
Schema (migration 0001):
- clients: add currency column (default USD)
- invoices: add currency column (default USD)
- New expenses table: amount, currency, category, billable, reimbursable,
  client/invoice/business relations, notes
- New invoice_templates table: name, type (notes|terms), content, isDefault

API:
- invoices: add bulkUpdateStatus and bulkDelete procedures (ownership-safe)
- invoices: currency field threaded through create/update schemas
- clients: currency field added to create/update schemas
- New expenses router: full CRUD with authorization
- New invoiceTemplates router: full CRUD, isDefault management per type
- Root router: wire in expenses and invoiceTemplates

Currency (src/lib/currency.ts):
- Shared formatCurrency(amount, currency) utility replacing hardcoded USD
- SUPPORTED_CURRENCIES list (17 currencies)
- Invoice form: currency selector in Config card, auto-fills from client
- Client form: currency selector in Billing Information card

Bulk actions (invoices list):
- Checkbox column with select-all support
- Selection toolbar: Mark as Sent/Paid/Draft dropdown, Delete (N) button
- DataTable: new selectionActions prop renders toolbar when rows selected

Notes templates:
- Invoice form: Notes card with textarea in Details tab
- Template dropdown button appears when templates exist
- /dashboard/invoices/templates: full CRUD page for notes and terms templates

New pages:
- /dashboard/expenses: expense list with summary cards, add/edit dialog
- /dashboard/reports: KPI cards, 12-month revenue area chart, top clients
  bar chart, status breakdown, recent activity
- Navigation: Expenses and Reports added to Main section

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 02:34:06 +00:00