Files
beenvoice-web/src/app/dashboard/invoices/recurring/page.tsx
T
soconnorandCursor 3fb61ff4dd Polish onboarding, invoices, and time clock while promoting the first registrant to admin.
Refresh onboarding wizard and shell, tighten invoice edit/detail flows, align timer widgets with the redesigned clock panel, and assign admin role on first signup.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-26 03:40:25 -04:00

538 lines
17 KiB
TypeScript

"use client";
import {
Check,
Loader2,
Pause,
Play,
Plus,
RefreshCw,
Trash2,
Zap,
} from "lucide-react";
import { useState } from "react";
import { useRouter } from "next/navigation";
import { toast } from "sonner";
import { DashboardPageHeader } from "~/components/layout/page-header";
import { DashboardPage } from "~/components/layout/dashboard-page";
import { EmptyState } from "~/components/layout/page-layout";
import { Badge } from "~/components/ui/badge";
import { Button } from "~/components/ui/button";
import { Card, CardContent } from "~/components/ui/card";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import { Input } from "~/components/ui/input";
import { Label } from "~/components/ui/label";
import { NumberInput } from "~/components/ui/number-input";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "~/components/ui/select";
import { Textarea } from "~/components/ui/textarea";
import { api } from "~/trpc/react";
const SCHEDULES = [
{ value: "weekly", label: "Weekly" },
{ value: "biweekly", label: "Every 2 weeks" },
{ value: "monthly", label: "Monthly" },
{ value: "quarterly", label: "Quarterly" },
{ value: "yearly", label: "Yearly" },
] as const;
type Schedule = (typeof SCHEDULES)[number]["value"];
interface RecurringItemInput {
description: string;
hours: number;
rate: number;
}
interface RecurringFormState {
name: string;
clientId: string;
businessId: string;
schedule: Schedule;
invoicePrefix: string;
taxRate: number;
currency: string;
notes: string;
emailMessage: string;
items: RecurringItemInput[];
}
const defaultForm = (): RecurringFormState => ({
name: "",
clientId: "",
businessId: "",
schedule: "monthly",
invoicePrefix: "#",
taxRate: 0,
currency: "USD",
notes: "",
emailMessage: "",
items: [{ description: "", hours: 0, rate: 0 }],
});
function formatDate(date: Date) {
return new Intl.DateTimeFormat("en-US", {
year: "numeric",
month: "short",
day: "numeric",
}).format(new Date(date));
}
function scheduleLabel(s: string) {
return SCHEDULES.find((x) => x.value === s)?.label ?? s;
}
function RecurringForm({
form,
setForm,
clients,
businesses,
}: {
form: RecurringFormState;
setForm: React.Dispatch<React.SetStateAction<RecurringFormState>>;
clients: { id: string; name: string }[];
businesses: { id: string; name: string }[];
}) {
const addItem = () =>
setForm((f) => ({ ...f, items: [...f.items, { description: "", hours: 0, rate: 0 }] }));
const removeItem = (idx: number) =>
setForm((f) => ({ ...f, items: f.items.filter((_, i) => i !== idx) }));
const updateItem = (idx: number, field: keyof RecurringItemInput, value: string | number) =>
setForm((f) => ({
...f,
items: f.items.map((item, i) => (i === idx ? { ...item, [field]: value } : item)),
}));
return (
<div className="space-y-4 max-h-[60vh] overflow-y-auto pr-1">
<div className="space-y-1.5">
<Label>Template name</Label>
<Input
placeholder="e.g. Monthly retainer"
value={form.name}
onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}
/>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label>Client</Label>
<Select
value={form.clientId}
onValueChange={(v) => setForm((f) => ({ ...f, clientId: v }))}
>
<SelectTrigger>
<SelectValue placeholder="Select client" />
</SelectTrigger>
<SelectContent>
{clients.map((c) => (
<SelectItem key={c.id} value={c.id}>
{c.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1.5">
<Label>Business (optional)</Label>
<Select
value={form.businessId}
onValueChange={(v) => setForm((f) => ({ ...f, businessId: v }))}
>
<SelectTrigger>
<SelectValue placeholder="None" />
</SelectTrigger>
<SelectContent>
<SelectItem value="">None</SelectItem>
{businesses.map((b) => (
<SelectItem key={b.id} value={b.id}>
{b.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label>Schedule</Label>
<Select
value={form.schedule}
onValueChange={(v) => setForm((f) => ({ ...f, schedule: v as Schedule }))}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{SCHEDULES.map((s) => (
<SelectItem key={s.value} value={s.value}>
{s.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1.5">
<Label>Currency</Label>
<Input
maxLength={3}
placeholder="USD"
value={form.currency}
onChange={(e) => setForm((f) => ({ ...f, currency: e.target.value.toUpperCase() }))}
/>
</div>
</div>
<div className="space-y-1.5">
<Label>Tax rate (%)</Label>
<NumberInput
value={form.taxRate}
onChange={(v) => setForm((f) => ({ ...f, taxRate: v ?? 0 }))}
min={0}
max={100}
step={0.1}
/>
</div>
{/* Line items */}
<div className="space-y-2">
<Label>Line items</Label>
{form.items.map((item, idx) => (
<div key={idx} className="bg-secondary space-y-2 rounded-lg p-3">
<div className="flex gap-2">
<Input
placeholder="Description"
value={item.description}
onChange={(e) => updateItem(idx, "description", e.target.value)}
className="flex-1"
/>
{form.items.length > 1 && (
<Button
type="button"
size="sm"
variant="ghost"
className="text-destructive h-8 w-8 p-0 shrink-0"
onClick={() => removeItem(idx)}
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
)}
</div>
<div className="grid grid-cols-2 gap-2">
<div>
<Label className="text-xs">Hours</Label>
<NumberInput
value={item.hours}
onChange={(v) => updateItem(idx, "hours", v ?? 0)}
min={0}
step={0.25}
/>
</div>
<div>
<Label className="text-xs">Rate ($/hr)</Label>
<NumberInput
value={item.rate}
onChange={(v) => updateItem(idx, "rate", v ?? 0)}
min={0}
step={1}
/>
</div>
</div>
</div>
))}
<Button type="button" size="sm" variant="outline" onClick={addItem}>
<Plus className="mr-1.5 h-3.5 w-3.5" />
Add item
</Button>
</div>
<div className="space-y-1.5">
<Label>Notes (optional)</Label>
<Textarea
placeholder="Notes shown on generated invoices"
value={form.notes}
onChange={(e) => setForm((f) => ({ ...f, notes: e.target.value }))}
rows={2}
/>
</div>
</div>
);
}
export default function RecurringInvoicesPage() {
const router = useRouter();
const [createOpen, setCreateOpen] = useState(false);
const [editId, setEditId] = useState<string | null>(null);
const [deleteId, setDeleteId] = useState<string | null>(null);
const [form, setForm] = useState<RecurringFormState>(defaultForm());
const { data: recurring, isLoading } = api.recurringInvoices.getAll.useQuery();
const { data: clients = [] } = api.clients.getAll.useQuery();
const { data: businesses = [] } = api.businesses.getAll.useQuery();
const utils = api.useUtils();
const invalidate = () => void utils.recurringInvoices.getAll.invalidate();
const create = api.recurringInvoices.create.useMutation({
onSuccess: () => { toast.success("Recurring invoice created"); setCreateOpen(false); setForm(defaultForm()); invalidate(); },
onError: (e) => toast.error(e.message ?? "Failed to create"),
});
const update = api.recurringInvoices.update.useMutation({
onSuccess: () => { toast.success("Updated"); setEditId(null); setForm(defaultForm()); invalidate(); },
onError: (e) => toast.error(e.message ?? "Failed to update"),
});
const pause = api.recurringInvoices.pause.useMutation({
onSuccess: () => { toast.success("Paused"); invalidate(); },
onError: (e) => toast.error(e.message),
});
const resume = api.recurringInvoices.resume.useMutation({
onSuccess: () => { toast.success("Resumed"); invalidate(); },
onError: (e) => toast.error(e.message),
});
const del = api.recurringInvoices.delete.useMutation({
onSuccess: () => { toast.success("Deleted"); setDeleteId(null); invalidate(); },
onError: (e) => toast.error(e.message),
});
const generateNow = api.recurringInvoices.generateNow.useMutation({
onSuccess: (data) => {
toast.success("Invoice generated");
invalidate();
router.push(`/dashboard/invoices/${data.invoiceId}`);
},
onError: (e) => toast.error(e.message ?? "Failed to generate"),
});
function handleOpenEdit(rec: NonNullable<typeof recurring>[number]) {
setForm({
name: rec.name,
clientId: rec.clientId,
businessId: rec.businessId ?? "",
schedule: rec.schedule as Schedule,
invoicePrefix: rec.invoicePrefix ?? "#",
taxRate: rec.taxRate,
currency: rec.currency,
notes: rec.notes ?? "",
emailMessage: rec.emailMessage ?? "",
items: rec.items.map((i) => ({
description: i.description,
hours: i.hours,
rate: i.rate,
})),
});
setEditId(rec.id);
}
function handleSubmit() {
const payload = {
...form,
businessId: form.businessId || undefined,
notes: form.notes || undefined,
emailMessage: form.emailMessage || undefined,
items: form.items.map((item, idx) => ({ ...item, position: idx })),
};
if (editId) {
update.mutate({ id: editId, ...payload });
} else {
create.mutate(payload);
}
}
const isSubmitting = create.isPending || update.isPending;
return (
<DashboardPage className="pb-24">
<DashboardPageHeader
title="Recurring Invoices"
description="Schedule automatic invoice generation"
>
<Button onClick={() => { setForm(defaultForm()); setCreateOpen(true); }}>
<Plus className="mr-2 h-4 w-4" />
New recurring
</Button>
</DashboardPageHeader>
{isLoading ? (
<div className="flex h-48 items-center justify-center">
<Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
</div>
) : (recurring ?? []).length === 0 ? (
<Card>
<CardContent className="p-0">
<EmptyState
icon={<RefreshCw className="h-6 w-6" />}
title="Create your first recurring invoice"
description="Automatically generate draft invoices on a schedule you choose."
action={
<Button onClick={() => { setForm(defaultForm()); setCreateOpen(true); }}>
<Plus className="mr-2 h-4 w-4" />
Create recurring invoice
</Button>
}
/>
</CardContent>
</Card>
) : (
<div className="space-y-3">
{(recurring ?? []).map((rec) => (
<Card key={rec.id}>
<CardContent className="p-4">
<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
<div className="min-w-0 flex-1 space-y-1">
<div className="flex flex-wrap items-center gap-2">
<p className="font-semibold">{rec.name}</p>
<Badge variant={rec.status === "active" ? "default" : "secondary"}>
{rec.status}
</Badge>
</div>
<p className="text-muted-foreground text-sm">
{rec.client.name} · {scheduleLabel(rec.schedule)}
</p>
<p className="text-muted-foreground text-xs">
Next: {formatDate(rec.nextDueAt)}
{rec.lastGeneratedAt && (
<> · Last generated: {formatDate(rec.lastGeneratedAt)}</>
)}
</p>
</div>
<div className="flex flex-wrap gap-2 shrink-0">
<Button
size="sm"
variant="outline"
onClick={() => generateNow.mutate({ id: rec.id })}
disabled={generateNow.isPending}
>
<Zap className="mr-1.5 h-3.5 w-3.5" />
Generate now
</Button>
<Button
size="sm"
variant="outline"
onClick={() => handleOpenEdit(rec)}
>
Edit
</Button>
{rec.status === "active" ? (
<Button
size="sm"
variant="outline"
onClick={() => pause.mutate({ id: rec.id })}
disabled={pause.isPending}
>
<Pause className="mr-1.5 h-3.5 w-3.5" />
Pause
</Button>
) : (
<Button
size="sm"
variant="outline"
onClick={() => resume.mutate({ id: rec.id })}
disabled={resume.isPending}
>
<Play className="mr-1.5 h-3.5 w-3.5" />
Resume
</Button>
)}
<Button
size="sm"
variant="ghost"
className="text-destructive hover:bg-destructive/10"
onClick={() => setDeleteId(rec.id)}
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
</div>
</CardContent>
</Card>
))}
</div>
)}
{/* Create / Edit Dialog */}
<Dialog
open={createOpen || editId !== null}
onOpenChange={(open) => {
if (!open) { setCreateOpen(false); setEditId(null); setForm(defaultForm()); }
}}
>
<DialogContent className="max-w-lg">
<DialogHeader>
<DialogTitle>{editId ? "Edit recurring invoice" : "New recurring invoice"}</DialogTitle>
<DialogDescription>
Configure the template. Invoices will be generated as drafts on the selected schedule.
</DialogDescription>
</DialogHeader>
<RecurringForm
form={form}
setForm={setForm}
clients={clients}
businesses={businesses}
/>
<DialogFooter>
<Button
variant="outline"
onClick={() => { setCreateOpen(false); setEditId(null); setForm(defaultForm()); }}
>
Cancel
</Button>
<Button onClick={handleSubmit} disabled={isSubmitting || !form.name || !form.clientId}>
{isSubmitting ? (
<><Loader2 className="mr-2 h-4 w-4 animate-spin" /> Saving</>
) : editId ? (
<><Check className="mr-2 h-4 w-4" /> Save changes</>
) : (
<><Plus className="mr-2 h-4 w-4" /> Create</>
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Delete Confirmation */}
<Dialog open={deleteId !== null} onOpenChange={(open) => { if (!open) setDeleteId(null); }}>
<DialogContent>
<DialogHeader>
<DialogTitle>Delete recurring invoice</DialogTitle>
<DialogDescription>
This will stop automatic generation. Already-generated invoices are not affected.
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button variant="outline" onClick={() => setDeleteId(null)}>
Cancel
</Button>
<Button
variant="destructive"
onClick={() => deleteId && del.mutate({ id: deleteId })}
disabled={del.isPending}
>
{del.isPending ? "Deleting…" : "Delete"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</DashboardPage>
);
}