- Recurring invoices: schedule-based auto-generation with CRUD UI at /dashboard/invoices/recurring and POST /api/cron/generate-recurring cron endpoint
- Public invoice link: generate/revoke shareable /i/[token] page for unauthenticated clients with PDF download
- Live time tracker: localStorage-persisted timer widget in invoice editor that appends a line item on stop (rounds to nearest 0.25h)
- Partial payment tracking: record payments per invoice, auto-mark paid when fully covered, balance due display
- Send reminder: email reminder via Resend with custom message dialog and last-sent indicator
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
CardContent defaults to px-5 pb-4. Tailwind's CSS cascade means pb-4
always wins over the py-0 override, leaving 16px of phantom bottom
padding on all thin toolbar cards. Replaced CardContent with plain divs
carrying the intended py-2 px-3 directly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Description field now shows a fuzzy-matched dropdown of past line items
(description, hours, rate) as you type via Fuse.js — zero server cost
- Selecting a suggestion pre-fills description, hours, and rate in one click
- NL quick-add bar lets you type e.g. "3hrs web design @120" + Enter to
append a fully-parsed line item without clicking through fields
- New tRPC query `getLineItemHistory` returns deduplicated past line items
for the current user, ordered by recency
- New `parseLineItem` utility handles hours/rate extraction via regex
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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.
- 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.
- Deleted the InvoiceView component to streamline the codebase.
- Updated EmailPreview and SendEmailDialog components to include currency and notes fields.
- Enhanced invoice-form to handle default hourly rates and improved item mapping.
- Refactored email template generation to include notes and currency formatting.
- Adjusted API routers for invoices to calculate totals and handle notes and currency correctly.
- Deleted the start.sh script for container management.
- Added AGENTS.md for project guidelines and development principles.
- Introduced new SQL migration files for user appearance preferences and platform settings.
- Implemented appearance provider to manage user interface themes and preferences.
- Created branding utility to define and manage branding-related constants and types.
Co-authored-by: Copilot <copilot@github.com>
- 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
Migrations:
- drizzle.config.ts: add out: './drizzle' so drizzle-kit generate writes
SQL migration files instead of only supporting push
- drizzle/0000_glossy_magneto.sql: initial migration capturing all 9
current tables (users, accounts, sessions, verification_tokens,
sso_providers, clients, businesses, invoices, invoice_items)
- src/server/db/migrate.ts: programmatic runner using drizzle-orm's
migrate() — tracks applied migrations in __drizzle_migrations,
safe to run on every deploy
- package.json: db:migrate now runs the programmatic runner instead of
drizzle-kit migrate (CLI requires devDeps at runtime)
- start.sh: replace drizzle-kit push with bun src/server/db/migrate.ts
- Dockerfile: copy drizzle/ folder into the runner image so migrations
are available at container startup
Mobile fixes:
- data-table.tsx: pagination buttons grow from 32px to 40px on mobile
(h-10 w-10 md:h-8 md:w-8) to meet 44px touch-target guidelines
- floating-action-bar.tsx: stack left-content + action buttons to column
layout on narrow screens (flex-col sm:flex-row), reduce padding on
mobile (p-3 sm:p-4)
- revenue-chart.tsx: responsive chart height (h-48 md:h-64) so the chart
doesn't consume too much vertical space on small screens
https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
- README: fix auth (better-auth), database (PostgreSQL), env vars,
Docker setup, and feature list to reflect actual implementation
- InvoicesDataTable: show status badge + amount inline on mobile
(previously hidden behind sm: breakpoint, leaving mobile users
with no financial or status info at a glance)
- InvoiceItemsTable: hide Date/Hours/Rate columns on mobile and
fold that info into the Description cell as secondary text
- invoice-view.tsx header card: wrap to column layout on mobile
so status/amount/button don't overflow narrow screens; also
improve item rows to show date, hours, and rate as subtext
https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
- Add cache invalidation after invoice create/update mutations
- Properly invalidate both getById and getAll queries
- Prevents stale data from being displayed after saving
- Fixes flaky behavior where updates didn't appear immediately
- Create types.ts with proper TypeScript interfaces for dashboard data
- Replace all 'any' types in dashboard/page.tsx with DashboardStats and RecentInvoice
- Fix type safety in invoice-form.tsx:
- Replace 'any' in updateItem with proper union type
- Add generic type parameter to updateField for type safety
- Fix status type assertion (any -> proper union type)
- Replace || with ?? for safer null handling
- All TypeScript compilation errors resolved
- Lint down to 1 warning (false positive for 'loading' variable)
- Remove unused imports from page.tsx, clients/page.tsx, invoices/page.tsx
- Remove unused imports from invoice-form.tsx, invoice-workspace.tsx
- Move CustomTooltip outside component in revenue-chart.tsx (fixes react-hooks/static-components)
- Fix type safety in umami.ts (any -> unknown)
- Fix type safety in sidebar-provider.tsx (add type assertion)
- Add no-op comments to empty fallback functions in animation-preferences-provider.tsx
- Fix type safety in invoice-workspace.tsx (any[] -> typed array)
Note: dashboard/page.tsx still has ~55 type safety warnings related to 'any' types
in stats/invoice data. These are pre-existing and would require significant refactoring
of the dashboard data flow to properly type. TypeScript compilation passes.
- Remove unused imports from invoice-form.tsx, sidebar.tsx, dashboard-shell.tsx
- Remove unused imports from dashboard.ts and calendar.tsx
- Fix unused parameter in invoice-calendar-view.tsx with underscore prefix
- Fix type-only import for DayButton in calendar.tsx
- All typecheck errors resolved
- Remaining lint errors are in unmodified files (pre-existing)
- Remove clock icons and hour text from calendar month view, show only activity bars
- Fix calendar week view mobile layout (2-column grid instead of vertical stack)
- Update invoice form skeleton to match actual layout structure
- Add client-side validation for empty invoice item descriptions with auto-scroll to error
- Fix hourly rate defaulting logic with proper type guards
- Update invoice details skeleton to match page structure with PageHeader
- Fix hydration error in sidebar (div inside button -> span)
- Improve dashboard chart color consistency (draft status now matches monthly metrics)
- Fix mobile header layout to prevent text squishing (vertical stack on mobile)
- Add IDs to invoice line items for scroll-into-view functionality
- Remove unused `cn` import from theme-selector - Remove unused `Slot`
import from badge - Remove unused `X` icon import from switch - Replace
empty interface extends with type alias in input - Replace empty
interface extends with type alias in textarea - Add "secondary" variant
to button type props - Replace "brand" variant with "default" in
client-list and invoice cards
Bump Next.js from 15.4.5 to 15.5.6 and update related dependencies.
Also upgrade other packages to latest compatible versions including: -
Radix UI components (all minor version updates) - Tiptap editor (3.0.7 →
3.11.0) - React and React DOM (19.1.1 → 19.2.0) - TanStack Query (5.84.0
→ 5.90.10) - TypeScript and ESLint ecosystem - Tailwind CSS (4.1.11 →
4.1.17) - Various other patch and minor updates
Additionally add theme support with next-themes and multiple color
schemes (light, dark, sunset, forest).
- Persist prefersReducedMotion and animationSpeedMultiplier in user
profile - Provide UI controls to toggle reduce motion and adjust
animation speed globally - Centralize animation preferences via provider
and useAnimationPreferences hook - Apply preferences to charts’
animations (duration, enabled/disabled) - Inline script in layout to
apply preferences early and avoid FOUC - Update CSS to respect user
preference with reduced motion overrides and variable animation speeds
The form initialization logic for editing invoices was improved to
handle route changes correctly. The edit link path was fixed and cache
invalidation was added to ensure fresh data on navigation.
soconnorandCursor