Commit Graph
62 Commits
Author SHA1 Message Date
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
Claude ba14526fc5 Set up proper DB migrations and fix remaining mobile responsive issues
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
2026-04-05 01:59:08 +00:00
Claude 563d77ba65 Update README and improve mobile responsiveness for invoicing UI
- 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
2026-04-05 01:53:15 +00:00
soconnor fb5ffc3195 upd: upgrade dependencies and improve invoice form layout 2026-04-04 21:09:24 -04:00
soconnor 1b6dfbb460 Fix invoice edit cache invalidation issue
- 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
2026-01-14 13:21:49 -05:00
soconnor 302f3cb3f5 feat: add oidc support with authentik 2026-01-14 02:33:20 -05:00
soconnor 180f14dfb0 feat: improve invoice calendar item display and date picker icon button styling 2025-12-14 22:02:04 -05:00
soconnor 32cffa34fa feat: Enhance DatePicker and NumberInput components, refactor invoice line item UI, sort invoice items by date, and remove Vercel configuration. 2025-12-14 21:13:18 -05:00
soconnor ed0dacb435 feat: Implement a new CountUp component and refactor calendar day details to use a Sheet instead of a Dialog. 2025-12-14 02:16:29 -05:00
soconnor 91d410cbce refactor: Remove env.example, optimize invoice calendar item selection with derived state, and enhance invoice form's default hourly rate initialization and save button loading state. 2025-12-14 02:16:21 -05:00
soconnor 75c4362d97 fix: resolve all remaining type safety errors
- 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)
2025-12-11 20:15:29 -05:00
soconnor cf4ef928b8 fix: resolve majority of lint errors across codebase
- 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.
2025-12-11 20:05:34 -05:00
soconnor 50735b74ea fix: resolve lint errors in modified files
- 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)
2025-12-11 20:01:04 -05:00
soconnor 1a3c2e08ce refactor: improve invoice editor UX and fix visual issues
- 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
2025-12-11 19:57:54 -05:00
soconnor 39fdf16280 feat: Implement a new dashboard shell with animated background, refactor dashboard data fetching into a dedicated API route, and introduce new UI components.** 2025-12-10 03:16:36 -05:00
soconnor 10d7500ef3 feat: integrate Umami analytics for client-side and server-side event tracking 2025-11-30 19:28:25 -05:00
soconnor e27877c477 fix: Ensure color theme syncs correctly by updating useEffect dependencies, refactor email base URL assignment, and add baseline-browser-mapping dependency. 2025-11-29 03:16:46 -05:00
soconnor 03579bc625 feat: Implement database persistence and synchronization for user theme preferences 2025-11-29 03:08:10 -05:00
soconnor 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -05:00
soconnor c88e5d9d82 feat: Implement dynamic accent color selection and refactor appearance settings 2025-11-29 00:49:24 -05:00
soconnor 10e1ca8396 feat: Add comprehensive theme management with mode and color selectors, alongside new fonts. 2025-11-27 23:31:10 -05:00
soconnor 35ca35c28a Clean up unused imports and refactor type definitions
- 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
2025-11-25 02:01:16 -05:00
soconnor 75ce36cf9c Update Next.js to v15.5.6 and upgrade dependencies
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).
2025-11-25 01:54:23 -05:00
soconnor a270f6c1e5 Add user-controlled animation preferences and reduce motion support
- 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
2025-08-11 17:54:53 -04:00
soconnor 46767ca7e2 Improve input validation and data sanitization
The changes add consistent string trimming, better null handling, and
improved validation logic across the business and client forms.
2025-08-11 02:48:24 -04:00
soconnor a680f89a46 Add business nickname support across app and API 2025-08-11 01:50:20 -04:00
soconnor 93ffdf3c86 Add global animation system and entrance effects to UI 2025-08-01 14:21:10 -04:00
soconnor f87cc2f295 Update defaultHourlyRate dependency array in InvoiceForm 2025-08-01 03:39:23 -04:00
soconnor 9de86df070 Fix edit invoice initialization and routing
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.
2025-08-01 03:33:19 -04:00
soconnor 5e30d338af Prevent defaultHourlyRate from overwriting edited first item 2025-08-01 00:31:39 -04:00
soconnor e8fb8fa21c Add eslint-disable for useEffect dependency warning 2025-08-01 00:22:59 -04:00
soconnor 43b8fd6c9e Use theme-aware chart colors and update color variables 2025-07-31 23:10:55 -04:00
soconnor 8c8f09dab9 Update invoice-form.tsx 2025-07-31 19:14:11 -04:00
soconnor 2eac74ea0c Default hourly 2025-07-31 19:14:01 -04:00
soconnor d9515f7723 Make hourly rate optional for clients and invoices 2025-07-31 19:11:20 -04:00
soconnor 817689001c New invoice bug fix 2025-07-31 18:54:24 -04:00
soconnor 2a4f78a762 Theme overhaul - missing files 2025-07-31 18:37:45 -04:00
soconnor 8a2565adad Theme overhaul 2025-07-31 18:37:33 -04:00
soconnor acc8731e09 Add confirmation dialog before sending invoice email
The commit adds a confirmation dialog when sending invoices, improves
error handling with retries, and refines email-related UI text.
2025-07-29 20:15:40 -04:00
soconnor 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -04:00
soconnor d5f9d1f583 Add invoice deletion functionality
The changes implement deletion capabilities for invoices with proper UI
feedback and confirmation dialogs.
2025-07-20 03:51:34 -04:00
soconnor 3ac6e4d5b8 Update Next.js to version 15.4.2 and refactor invoice pages
- Upgrade Next.js and related packages for improved performance and security
- Refactor invoice-related pages to streamline navigation and enhance user experience
- Consolidate invoice editing and viewing functionality into a single page
- Remove deprecated edit page and implement a new view page for invoices
- Update links and routing for consistency across the dashboard
2025-07-18 20:18:43 -04:00
soconnor 505d47918e Colors! 2025-07-17 02:27:36 -04:00
soconnor e9eb9c03eb Badge colors! 2025-07-17 02:08:27 -04:00
soconnor 5f02bc1ff3 Refactor import page and add password change feature
This commit overhauls the invoice import UI and adds password
management. The changes:

- Replace custom import UI with reusable CSVImportPage component
- Add password change functionality with validation
- Improve form styling and accessibility
- Update import instructions for simplified CSV format
- Add client selection and validation
2025-07-16 14:40:15 -04:00
soconnor b5784061eb Refactor clients section to use client components
The commit makes several updates to the client-related pages in the
dashboard:

- Convert client edit/new pages to client components
- Remove server-side rendering wrappers
- Update client detail page styling and layout
- Add back button to client detail page
- Fix ID param handling in edit page
- Adjust visual styles and spacing

I focused on capturing the key changes while staying within the 50
character limit for the subject line and using the imperative mood. The
subject line alone adequately describes the core change without needing
a message body.
2025-07-16 14:19:50 -04:00
soconnor 4976c13f32 Improve business details page layout and styling
The changes focus on improving the layout, styling and UX of the
business details pages by:
- Streamlining the edit page layout
- Adding consistent card styling and spacing
- Improving header structure and actions
- Enhancing content organization with separators
- Updating icon styles and colors
- Refining typography and spacing
2025-07-16 13:43:45 -04:00
soconnor 572a10f30f Fix escaped quotes in CSV sample and data loading 2025-07-16 13:22:53 -04:00
soconnor c2fdcabac8 Dark theme tuning 2025-07-16 03:49:05 -04:00
soconnor c6fa9c4ac1 Update date picker, mobile styling 2025-07-16 03:27:56 -04:00