feat: implement complete invoicing application with CSV import and PDF export

- Add comprehensive CSV import system with drag-and-drop upload and validation
- Create UniversalTable component with advanced filtering, searching, and batch actions
- Implement invoice management (view, edit, delete) with professional PDF export
- Add client management with full CRUD operations
- Set up authentication with NextAuth.js and email/password login
- Configure database schema with users, clients, invoices, and invoice_items tables
- Build responsive UI with shadcn/ui components and emerald branding
- Add type-safe API layer with tRPC and Zod validation
- Include proper error handling and user feedback with toast notifications
- Set up development environment with Bun, TypeScript, and Tailwind CSS
This commit is contained in:
2025-07-10 04:07:19 -04:00
commit 2d217fab47
85 changed files with 17074 additions and 0 deletions

25
src/server/api/root.ts Normal file
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import { clientsRouter } from "~/server/api/routers/clients";
import { invoicesRouter } from "~/server/api/routers/invoices";
import { createCallerFactory, createTRPCRouter } from "~/server/api/trpc";
/**
* This is the primary router for your server.
*
* All routers added in /api/routers should be manually added here.
*/
export const appRouter = createTRPCRouter({
clients: clientsRouter,
invoices: invoicesRouter,
});
// export type definition of API
export type AppRouter = typeof appRouter;
/**
* Create a server-side caller for the tRPC API.
* @example
* const trpc = createCaller(createContext);
* const res = await trpc.clients.getAll();
* ^? Client[]
*/
export const createCaller = createCallerFactory(appRouter);

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import { z } from "zod";
import { eq } from "drizzle-orm";
import { createTRPCRouter, protectedProcedure } from "../trpc";
import { clients } from "~/server/db/schema";
const createClientSchema = z.object({
name: z.string().min(1, "Name is required"),
email: z.string().email("Invalid email").optional(),
phone: z.string().optional(),
addressLine1: z.string().optional(),
addressLine2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postalCode: z.string().optional(),
country: z.string().optional(),
});
const updateClientSchema = createClientSchema.partial().extend({
id: z.string(),
});
export const clientsRouter = createTRPCRouter({
getAll: protectedProcedure.query(async ({ ctx }) => {
return await ctx.db.query.clients.findMany({
where: eq(clients.createdById, ctx.session.user.id),
orderBy: (clients, { desc }) => [desc(clients.createdAt)],
});
}),
getById: protectedProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
return await ctx.db.query.clients.findFirst({
where: eq(clients.id, input.id),
with: {
invoices: {
orderBy: (invoices, { desc }) => [desc(invoices.createdAt)],
},
},
});
}),
create: protectedProcedure
.input(createClientSchema)
.mutation(async ({ ctx, input }) => {
return await ctx.db.insert(clients).values({
...input,
createdById: ctx.session.user.id,
});
}),
update: protectedProcedure
.input(updateClientSchema)
.mutation(async ({ ctx, input }) => {
const { id, ...data } = input;
return await ctx.db
.update(clients)
.set({
...data,
updatedAt: new Date(),
})
.where(eq(clients.id, id));
}),
delete: protectedProcedure
.input(z.object({ id: z.string() }))
.mutation(async ({ ctx, input }) => {
return await ctx.db.delete(clients).where(eq(clients.id, input.id));
}),
});

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import { z } from "zod";
import { eq } from "drizzle-orm";
import { createTRPCRouter, protectedProcedure } from "../trpc";
import { invoices, invoiceItems, clients } from "~/server/db/schema";
const invoiceItemSchema = z.object({
date: z.date(),
description: z.string().min(1, "Description is required"),
hours: z.number().min(0, "Hours must be positive"),
rate: z.number().min(0, "Rate must be positive"),
});
const createInvoiceSchema = z.object({
invoiceNumber: z.string().min(1, "Invoice number is required"),
clientId: z.string().min(1, "Client is required"),
issueDate: z.date(),
dueDate: z.date(),
status: z.enum(["draft", "sent", "paid", "overdue"]).default("draft"),
notes: z.string().optional(),
items: z.array(invoiceItemSchema).min(1, "At least one item is required"),
});
const updateInvoiceSchema = createInvoiceSchema.partial().extend({
id: z.string(),
});
export const invoicesRouter = createTRPCRouter({
getAll: protectedProcedure.query(async ({ ctx }) => {
return await ctx.db.query.invoices.findMany({
where: eq(invoices.createdById, ctx.session.user.id),
with: {
client: true,
items: true,
},
orderBy: (invoices, { desc }) => [desc(invoices.createdAt)],
});
}),
getById: protectedProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
return await ctx.db.query.invoices.findFirst({
where: eq(invoices.id, input.id),
with: {
client: true,
items: {
orderBy: (items, { asc }) => [asc(items.date)],
},
},
});
}),
create: protectedProcedure
.input(createInvoiceSchema)
.mutation(async ({ ctx, input }) => {
const { items, ...invoiceData } = input;
// Calculate total amount
const totalAmount = items.reduce((sum, item) => sum + (item.hours * item.rate), 0);
// Create invoice
const [invoice] = await ctx.db.insert(invoices).values({
...invoiceData,
totalAmount,
createdById: ctx.session.user.id,
}).returning();
if (!invoice) {
throw new Error("Failed to create invoice");
}
// Create invoice items
const itemsToInsert = items.map(item => ({
...item,
invoiceId: invoice.id,
amount: item.hours * item.rate,
}));
await ctx.db.insert(invoiceItems).values(itemsToInsert);
return invoice;
}),
update: protectedProcedure
.input(updateInvoiceSchema)
.mutation(async ({ ctx, input }) => {
const { id, items, ...invoiceData } = input;
if (items) {
// Calculate total amount
const totalAmount = items.reduce((sum, item) => sum + (item.hours * item.rate), 0);
// Update invoice
await ctx.db
.update(invoices)
.set({
...invoiceData,
totalAmount,
updatedAt: new Date(),
})
.where(eq(invoices.id, id));
// Delete existing items and create new ones
await ctx.db.delete(invoiceItems).where(eq(invoiceItems.invoiceId, id));
const itemsToInsert = items.map(item => ({
...item,
invoiceId: id,
amount: item.hours * item.rate,
}));
await ctx.db.insert(invoiceItems).values(itemsToInsert);
} else {
// Update invoice without items
await ctx.db
.update(invoices)
.set({
...invoiceData,
updatedAt: new Date(),
})
.where(eq(invoices.id, id));
}
return { success: true };
}),
delete: protectedProcedure
.input(z.object({ id: z.string() }))
.mutation(async ({ ctx, input }) => {
// Items will be deleted automatically due to cascade
return await ctx.db.delete(invoices).where(eq(invoices.id, input.id));
}),
updateStatus: protectedProcedure
.input(z.object({
id: z.string(),
status: z.enum(["draft", "sent", "paid", "overdue"]),
}))
.mutation(async ({ ctx, input }) => {
return await ctx.db
.update(invoices)
.set({
status: input.status,
updatedAt: new Date(),
})
.where(eq(invoices.id, input.id));
}),
});

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import { z } from "zod";
import {
createTRPCRouter,
protectedProcedure,
publicProcedure,
} from "~/server/api/trpc";
import { posts } from "~/server/db/schema";
export const postRouter = createTRPCRouter({
hello: publicProcedure
.input(z.object({ text: z.string() }))
.query(({ input }) => {
return {
greeting: `Hello ${input.text}`,
};
}),
create: protectedProcedure
.input(z.object({ name: z.string().min(1) }))
.mutation(async ({ ctx, input }) => {
await ctx.db.insert(posts).values({
name: input.name,
createdById: ctx.session.user.id,
});
}),
getLatest: protectedProcedure.query(async ({ ctx }) => {
const post = await ctx.db.query.posts.findFirst({
orderBy: (posts, { desc }) => [desc(posts.createdAt)],
});
return post ?? null;
}),
getSecretMessage: protectedProcedure.query(() => {
return "you can now see this secret message!";
}),
});

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src/server/api/trpc.ts Normal file
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/**
* YOU PROBABLY DON'T NEED TO EDIT THIS FILE, UNLESS:
* 1. You want to modify request context (see Part 1).
* 2. You want to create a new middleware or type of procedure (see Part 3).
*
* TL;DR - This is where all the tRPC server stuff is created and plugged in. The pieces you will
* need to use are documented accordingly near the end.
*/
import { initTRPC, TRPCError } from "@trpc/server";
import superjson from "superjson";
import { ZodError } from "zod";
import { auth } from "~/server/auth";
import { db } from "~/server/db";
/**
* 1. CONTEXT
*
* This section defines the "contexts" that are available in the backend API.
*
* These allow you to access things when processing a request, like the database, the session, etc.
*
* This helper generates the "internals" for a tRPC context. The API handler and RSC clients each
* wrap this and provides the required context.
*
* @see https://trpc.io/docs/server/context
*/
export const createTRPCContext = async (opts: { headers: Headers }) => {
const session = await auth();
return {
db,
session,
...opts,
};
};
/**
* 2. INITIALIZATION
*
* This is where the tRPC API is initialized, connecting the context and transformer. We also parse
* ZodErrors so that you get typesafety on the frontend if your procedure fails due to validation
* errors on the backend.
*/
const t = initTRPC.context<typeof createTRPCContext>().create({
transformer: superjson,
errorFormatter({ shape, error }) {
return {
...shape,
data: {
...shape.data,
zodError:
error.cause instanceof ZodError ? error.cause.flatten() : null,
},
};
},
});
/**
* Create a server-side caller.
*
* @see https://trpc.io/docs/server/server-side-calls
*/
export const createCallerFactory = t.createCallerFactory;
/**
* 3. ROUTER & PROCEDURE (THE IMPORTANT BIT)
*
* These are the pieces you use to build your tRPC API. You should import these a lot in the
* "/src/server/api/routers" directory.
*/
/**
* This is how you create new routers and sub-routers in your tRPC API.
*
* @see https://trpc.io/docs/router
*/
export const createTRPCRouter = t.router;
/**
* Middleware for timing procedure execution and adding an artificial delay in development.
*
* You can remove this if you don't like it, but it can help catch unwanted waterfalls by simulating
* network latency that would occur in production but not in local development.
*/
const timingMiddleware = t.middleware(async ({ next, path }) => {
const start = Date.now();
if (t._config.isDev) {
// artificial delay in dev
const waitMs = Math.floor(Math.random() * 400) + 100;
await new Promise((resolve) => setTimeout(resolve, waitMs));
}
const result = await next();
const end = Date.now();
console.log(`[TRPC] ${path} took ${end - start}ms to execute`);
return result;
});
/**
* Public (unauthenticated) procedure
*
* This is the base piece you use to build new queries and mutations on your tRPC API. It does not
* guarantee that a user querying is authorized, but you can still access user session data if they
* are logged in.
*/
export const publicProcedure = t.procedure.use(timingMiddleware);
/**
* Protected (authenticated) procedure
*
* If you want a query or mutation to ONLY be accessible to logged in users, use this. It verifies
* the session is valid and guarantees `ctx.session.user` is not null.
*
* @see https://trpc.io/docs/procedures
*/
export const protectedProcedure = t.procedure
.use(timingMiddleware)
.use(({ ctx, next }) => {
if (!ctx.session?.user) {
throw new TRPCError({ code: "UNAUTHORIZED" });
}
return next({
ctx: {
// infers the `session` as non-nullable
session: { ...ctx.session, user: ctx.session.user },
},
});
});

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src/server/auth/config.ts Normal file
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import { DrizzleAdapter } from "@auth/drizzle-adapter";
import { type DefaultSession, type NextAuthConfig } from "next-auth";
import CredentialsProvider from "next-auth/providers/credentials";
import { eq } from "drizzle-orm";
import bcrypt from "bcryptjs";
import { db } from "~/server/db";
import {
accounts,
sessions,
users,
verificationTokens,
} from "~/server/db/schema";
/**
* Module augmentation for `next-auth` types. Allows us to add custom properties to the `session`
* object and keep type safety.
*
* @see https://next-auth.js.org/getting-started/typescript#module-augmentation
*/
declare module "next-auth" {
interface Session extends DefaultSession {
user: {
id: string;
// ...other properties
// role: UserRole;
} & DefaultSession["user"];
}
// interface User {
// // ...other properties
// // role: UserRole;
// }
}
/**
* Options for NextAuth.js used to configure adapters, providers, callbacks, etc.
*
* @see https://next-auth.js.org/configuration/options
*/
export const authConfig = {
session: {
strategy: "jwt",
},
providers: [
CredentialsProvider({
name: "credentials",
credentials: {
email: { label: "Email", type: "email" },
password: { label: "Password", type: "password" }
},
async authorize(credentials) {
if (!credentials?.email || !credentials?.password) {
return null;
}
const user = await db.query.users.findFirst({
where: eq(users.email, credentials.email),
});
if (!user || !user.password) {
return null;
}
const isPasswordValid = await bcrypt.compare(credentials.password, user.password);
if (!isPasswordValid) {
return null;
}
return {
id: user.id,
email: user.email,
name: user.name,
};
}
}),
],
adapter: DrizzleAdapter(db, {
usersTable: users,
accountsTable: accounts,
sessionsTable: sessions,
verificationTokensTable: verificationTokens,
}),
callbacks: {
session: ({ session, token }) => ({
...session,
user: {
...session.user,
id: token.sub,
},
}),
jwt: ({ token, user }) => {
if (user) {
token.sub = user.id;
}
return token;
},
redirect: ({ url, baseUrl }) => {
// Allows relative callback URLs
if (url.startsWith("/")) return `${baseUrl}${url}`;
// Allows callback URLs on the same origin
else if (new URL(url).origin === baseUrl) return url;
return baseUrl + "/dashboard";
},
},
pages: {
signIn: "/auth/signin",
},
} satisfies NextAuthConfig;

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src/server/auth/index.ts Normal file
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import NextAuth from "next-auth";
import { cache } from "react";
import { authConfig } from "./config";
const { auth: uncachedAuth, handlers, signIn, signOut } = NextAuth(authConfig);
const auth = cache(uncachedAuth);
export { auth, handlers, signIn, signOut };

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src/server/db/index.ts Normal file
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import { createClient, type Client } from "@libsql/client";
import { drizzle } from "drizzle-orm/libsql";
import { env } from "~/env";
import * as schema from "./schema";
/**
* Cache the database connection in development. This avoids creating a new connection on every HMR
* update.
*/
const globalForDb = globalThis as unknown as {
client: Client | undefined;
};
export const client =
globalForDb.client ?? createClient({ url: env.DATABASE_URL });
if (env.NODE_ENV !== "production") globalForDb.client = client;
export const db = drizzle(client, { schema });

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src/server/db/schema.ts Normal file
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import { relations, sql } from "drizzle-orm";
import { index, primaryKey, sqliteTableCreator } from "drizzle-orm/sqlite-core";
import { type AdapterAccount } from "next-auth/adapters";
/**
* This is an example of how to use the multi-project schema feature of Drizzle ORM. Use the same
* database instance for multiple projects.
*
* @see https://orm.drizzle.team/docs/goodies#multi-project-schema
*/
export const createTable = sqliteTableCreator((name) => `beenvoice_${name}`);
// Auth-related tables (keeping existing)
export const users = createTable("user", (d) => ({
id: d
.text({ length: 255 })
.notNull()
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
name: d.text({ length: 255 }),
email: d.text({ length: 255 }).notNull(),
password: d.text({ length: 255 }),
emailVerified: d.integer({ mode: "timestamp" }).default(sql`(unixepoch())`),
image: d.text({ length: 255 }),
}));
export const usersRelations = relations(users, ({ many }) => ({
accounts: many(accounts),
clients: many(clients),
invoices: many(invoices),
}));
export const accounts = createTable(
"account",
(d) => ({
userId: d
.text({ length: 255 })
.notNull()
.references(() => users.id),
type: d.text({ length: 255 }).$type<AdapterAccount["type"]>().notNull(),
provider: d.text({ length: 255 }).notNull(),
providerAccountId: d.text({ length: 255 }).notNull(),
refresh_token: d.text(),
access_token: d.text(),
expires_at: d.integer(),
token_type: d.text({ length: 255 }),
scope: d.text({ length: 255 }),
id_token: d.text(),
session_state: d.text({ length: 255 }),
}),
(t) => [
primaryKey({
columns: [t.provider, t.providerAccountId],
}),
index("account_user_id_idx").on(t.userId),
],
);
export const accountsRelations = relations(accounts, ({ one }) => ({
user: one(users, { fields: [accounts.userId], references: [users.id] }),
}));
export const sessions = createTable(
"session",
(d) => ({
sessionToken: d.text({ length: 255 }).notNull().primaryKey(),
userId: d
.text({ length: 255 })
.notNull()
.references(() => users.id),
expires: d.integer({ mode: "timestamp" }).notNull(),
}),
(t) => [index("session_userId_idx").on(t.userId)],
);
export const sessionsRelations = relations(sessions, ({ one }) => ({
user: one(users, { fields: [sessions.userId], references: [users.id] }),
}));
export const verificationTokens = createTable(
"verification_token",
(d) => ({
identifier: d.text({ length: 255 }).notNull(),
token: d.text({ length: 255 }).notNull(),
expires: d.integer({ mode: "timestamp" }).notNull(),
}),
(t) => [primaryKey({ columns: [t.identifier, t.token] })],
);
// Invoicing app tables
export const clients = createTable(
"client",
(d) => ({
id: d
.text({ length: 255 })
.notNull()
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
name: d.text({ length: 255 }).notNull(),
email: d.text({ length: 255 }),
phone: d.text({ length: 50 }),
addressLine1: d.text({ length: 255 }),
addressLine2: d.text({ length: 255 }),
city: d.text({ length: 100 }),
state: d.text({ length: 50 }),
postalCode: d.text({ length: 20 }),
country: d.text({ length: 100 }),
createdById: d
.text({ length: 255 })
.notNull()
.references(() => users.id),
createdAt: d
.integer({ mode: "timestamp" })
.default(sql`(unixepoch())`)
.notNull(),
updatedAt: d.integer({ mode: "timestamp" }).$onUpdate(() => new Date()),
}),
(t) => [
index("client_created_by_idx").on(t.createdById),
index("client_name_idx").on(t.name),
index("client_email_idx").on(t.email),
],
);
export const clientsRelations = relations(clients, ({ one, many }) => ({
createdBy: one(users, { fields: [clients.createdById], references: [users.id] }),
invoices: many(invoices),
}));
export const invoices = createTable(
"invoice",
(d) => ({
id: d
.text({ length: 255 })
.notNull()
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
invoiceNumber: d.text({ length: 100 }).notNull(),
clientId: d
.text({ length: 255 })
.notNull()
.references(() => clients.id),
issueDate: d.integer({ mode: "timestamp" }).notNull(),
dueDate: d.integer({ mode: "timestamp" }).notNull(),
status: d.text({ length: 50 }).notNull().default("draft"), // draft, sent, paid, overdue
totalAmount: d.real().notNull().default(0),
notes: d.text({ length: 1000 }),
createdById: d
.text({ length: 255 })
.notNull()
.references(() => users.id),
createdAt: d
.integer({ mode: "timestamp" })
.default(sql`(unixepoch())`)
.notNull(),
updatedAt: d.integer({ mode: "timestamp" }).$onUpdate(() => new Date()),
}),
(t) => [
index("invoice_client_id_idx").on(t.clientId),
index("invoice_created_by_idx").on(t.createdById),
index("invoice_number_idx").on(t.invoiceNumber),
index("invoice_status_idx").on(t.status),
],
);
export const invoicesRelations = relations(invoices, ({ one, many }) => ({
client: one(clients, { fields: [invoices.clientId], references: [clients.id] }),
createdBy: one(users, { fields: [invoices.createdById], references: [users.id] }),
items: many(invoiceItems),
}));
export const invoiceItems = createTable(
"invoice_item",
(d) => ({
id: d
.text({ length: 255 })
.notNull()
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
invoiceId: d
.text({ length: 255 })
.notNull()
.references(() => invoices.id, { onDelete: "cascade" }),
date: d.integer({ mode: "timestamp" }).notNull(),
description: d.text({ length: 500 }).notNull(),
hours: d.real().notNull(),
rate: d.real().notNull(),
amount: d.real().notNull(),
createdAt: d
.integer({ mode: "timestamp" })
.default(sql`(unixepoch())`)
.notNull(),
}),
(t) => [
index("invoice_item_invoice_id_idx").on(t.invoiceId),
index("invoice_item_date_idx").on(t.date),
],
);
export const invoiceItemsRelations = relations(invoiceItems, ({ one }) => ({
invoice: one(invoices, { fields: [invoiceItems.invoiceId], references: [invoices.id] }),
}));