Add 'apps/web/' from commit '1e7174fa604b11e7c3983cd8ad01c596f6e77e96'

git-subtree-dir: apps/web
git-subtree-mainline: 068a51b46b
git-subtree-split: 1e7174fa60
This commit is contained in:
2026-08-16 21:42:59 -04:00
350 changed files with 62192 additions and 0 deletions
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import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
import { Separator } from "~/components/ui/separator";
import { Skeleton } from "~/components/ui/skeleton";
import { DashboardPageHeader } from "~/components/layout/page-header";
import {
DashboardPage,
dashboardGapClass,
dashboardGridClass,
} from "~/components/layout/dashboard-page";
import { cn } from "~/lib/utils";
export function InvoiceDetailsSkeleton() {
return (
<DashboardPage className="pb-24">
<DashboardPageHeader
title="Loading..."
description="View and manage invoice information"
>
<Skeleton className="h-10 w-10 sm:w-32" />
<Skeleton className="h-10 w-24" />
</DashboardPageHeader>
<div className={cn(dashboardGridClass, "lg:grid-cols-3")}>
<div className={cn("flex flex-col lg:col-span-2", dashboardGapClass)}>
{/* Invoice Header Skeleton */}
<Card>
<CardContent className="p-4 sm:p-6">
<div className="space-y-4">
<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between sm:gap-6">
<div className="min-w-0 flex-1 space-y-2">
<div className="flex flex-col gap-2 sm:flex-row sm:items-center sm:gap-3">
<Skeleton className="h-8 w-48" />
<Skeleton className="h-6 w-24 rounded-full" />
</div>
<div className="space-y-1 text-sm sm:space-y-0">
<div className="flex gap-2">
<Skeleton className="h-4 w-32" />
<Skeleton className="hidden h-4 w-32 sm:block" />
</div>
</div>
</div>
<div className="flex-shrink-0 text-left sm:text-right">
<Skeleton className="mb-1 h-4 w-24 sm:ml-auto" />
<Skeleton className="h-9 w-32 sm:ml-auto" />
</div>
</div>
</div>
</CardContent>
</Card>
{/* Client & Business Info */}
<div className="grid gap-4 sm:grid-cols-2">
{/* Client Skeleton */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2">
<Skeleton className="h-5 w-5 rounded-full" />
<Skeleton className="h-5 w-16" />
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<Skeleton className="h-7 w-48" />
<div className="space-y-3">
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded-md" />
<Skeleton className="h-4 w-40" />
</div>
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded-md" />
<Skeleton className="h-4 w-32" />
</div>
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded-md" />
<div className="space-y-1">
<Skeleton className="h-4 w-48" />
<Skeleton className="h-4 w-32" />
</div>
</div>
</div>
</CardContent>
</Card>
{/* Business Skeleton */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2">
<Skeleton className="h-5 w-5 rounded-full" />
<Skeleton className="h-5 w-16" />
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<Skeleton className="h-7 w-48" />
<div className="space-y-3">
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded-md" />
<Skeleton className="h-4 w-40" />
</div>
<div className="flex items-center gap-3">
<Skeleton className="h-8 w-8 rounded-md" />
<Skeleton className="h-4 w-32" />
</div>
</div>
</CardContent>
</Card>
</div>
{/* Invoice Items Skeleton */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Skeleton className="h-5 w-5 rounded-full" />
<Skeleton className="h-5 w-32" />
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{/* Item Rows */}
{Array.from({ length: 3 }).map((_, i) => (
<Card key={i} className="bg-secondary/50 border-0">
<CardContent className="p-3">
<div className="space-y-3">
<div className="flex flex-col gap-2 sm:flex-row sm:items-start sm:justify-between">
<div className="min-w-0 flex-1">
<Skeleton className="mb-2 h-5 w-3/4" />
<div className="flex gap-4">
<Skeleton className="h-4 w-24" />
<Skeleton className="h-4 w-16" />
<Skeleton className="h-4 w-20" />
</div>
</div>
<Skeleton className="h-6 w-24" />
</div>
</div>
</CardContent>
</Card>
))}
{/* Totals */}
<div className="bg-secondary rounded-lg p-4">
<div className="space-y-3">
<div className="flex justify-between">
<Skeleton className="h-4 w-20" />
<Skeleton className="h-4 w-24" />
</div>
<div className="flex justify-between">
<Skeleton className="h-4 w-24" />
<Skeleton className="h-4 w-24" />
</div>
<Separator />
<div className="flex justify-between">
<Skeleton className="h-6 w-16" />
<Skeleton className="h-6 w-32" />
</div>
</div>
</div>
</CardContent>
</Card>
</div>
{/* Right Column - Actions */}
<div className={cn("flex flex-col", dashboardGapClass)}>
<Card className="lg:sticky lg:top-6">
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Skeleton className="h-5 w-5 rounded-full" />
<Skeleton className="h-5 w-24" />
</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
<Skeleton className="h-10 w-full" />
</CardContent>
</Card>
</div>
</div>
</DashboardPage>
);
}
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"use client";
import type { ColumnDef } from "@tanstack/react-table";
import { DataTable } from "~/components/data/data-table";
import {
formatLineItemDetail,
isFixedLineItem,
} from "~/lib/invoice-line-item";
const formatDate = (date: Date) => {
return new Intl.DateTimeFormat("en-US", {
year: "numeric",
month: "short",
day: "numeric",
}).format(new Date(date));
};
const formatCurrency = (amount: number) => {
return new Intl.NumberFormat("en-US", {
style: "currency",
currency: "USD",
}).format(amount);
};
// Type for invoice item data
interface InvoiceItem {
id: string;
invoiceId: string;
date: Date;
description: string;
hours: number;
rate: number;
amount: number;
position: number;
createdAt: Date;
}
interface InvoiceItemsTableProps {
items: InvoiceItem[];
}
const columns: ColumnDef<InvoiceItem>[] = [
{
accessorKey: "date",
header: "Date",
cell: ({ row }) => formatDate(row.getValue("date")),
meta: {
headerClassName: "hidden sm:table-cell",
cellClassName: "hidden sm:table-cell",
},
},
{
accessorKey: "description",
header: "Description",
cell: ({ row }) => {
const item = row.original;
return (
<>
{/* Desktop: plain description */}
<div className="hidden font-medium sm:block">{item.description}</div>
{/* Mobile: description + date + hours @ rate stacked */}
<div className="sm:hidden">
<p className="font-medium">{item.description}</p>
<p className="text-muted-foreground mt-0.5 text-xs">
{formatDate(item.date)} &middot;{" "}
{formatLineItemDetail(item.hours, item.rate, formatCurrency)}
</p>
</div>
</>
);
},
},
{
accessorKey: "hours",
header: "Hours",
cell: ({ row }) => {
const hours = row.getValue<number>("hours");
return (
<div className="text-right">{isFixedLineItem(hours) ? "—" : hours}</div>
);
},
meta: {
headerClassName: "hidden sm:table-cell",
cellClassName: "hidden sm:table-cell",
},
},
{
accessorKey: "rate",
header: "Rate",
cell: ({ row }) => {
const item = row.original;
return (
<div className="text-right">
{isFixedLineItem(item.hours)
? "—"
: `${formatCurrency(item.rate)}/hr`}
</div>
);
},
meta: {
headerClassName: "hidden sm:table-cell",
cellClassName: "hidden sm:table-cell",
},
},
{
accessorKey: "amount",
header: "Amount",
cell: ({ row }) => (
<div className="text-primary text-right font-medium">
{formatCurrency(row.getValue("amount"))}
</div>
),
},
];
export function InvoiceItemsTable({ items }: InvoiceItemsTableProps) {
return (
<DataTable
columns={columns}
data={items}
showSearch={false}
showColumnVisibility={false}
showPagination={false}
/>
);
}
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"use client";
import { TimeClockPanel } from "~/components/time-clock/time-clock-panel";
interface InvoiceTimerCardProps {
invoiceId: string;
clientId: string;
}
export function InvoiceTimerCard({ invoiceId, clientId }: InvoiceTimerCardProps) {
return (
<TimeClockPanel
compact
defaultClientId={clientId}
defaultInvoiceId={invoiceId}
/>
);
}
@@ -0,0 +1,118 @@
"use client";
import { useState } from "react";
import { Button } from "~/components/ui/button";
import { toast } from "sonner";
import { api } from "~/trpc/react";
import { generateInvoicePDF } from "~/lib/pdf-export";
import { Download, Loader2 } from "lucide-react";
interface PDFDownloadButtonProps {
invoiceId: string;
variant?: "default" | "outline" | "ghost" | "icon" | "secondary";
className?: string;
}
export function PDFDownloadButton({
invoiceId,
variant = "outline",
className,
}: PDFDownloadButtonProps) {
const [isGenerating, setIsGenerating] = useState(false);
// Fetch invoice data when PDF generation is triggered
const { refetch: fetchInvoice } = api.invoices.getById.useQuery(
{ id: invoiceId },
{ enabled: false },
);
const { data: pdfSettings } = api.settings.getPdfSettings.useQuery(undefined, {
staleTime: 60_000,
});
const handleDownloadPDF = async () => {
if (isGenerating) return;
setIsGenerating(true);
try {
// Fetch fresh invoice data
const { data: invoiceData } = await fetchInvoice();
if (!invoiceData) {
throw new Error("Invoice not found");
}
// Map invoice to PDF format with currency support
const pdfData = {
invoiceNumber: invoiceData.invoiceNumber,
invoicePrefix: invoiceData.invoicePrefix,
issueDate: new Date(invoiceData.issueDate),
dueDate: new Date(invoiceData.dueDate),
status: invoiceData.status,
totalAmount: invoiceData.totalAmount,
taxRate: invoiceData.taxRate,
currency: invoiceData.currency ?? "USD",
notes: invoiceData.notes,
business: invoiceData.business,
client: invoiceData.client,
items: invoiceData.items,
};
await generateInvoicePDF(pdfData, {
pdfTemplate: pdfSettings?.pdfTemplate,
pdfAccentColor: pdfSettings?.pdfAccentColor,
pdfFontFamily: pdfSettings?.pdfFontFamily,
pdfNumericFontFamily: pdfSettings?.pdfNumericFontFamily,
pdfFooterText: pdfSettings?.pdfFooterText,
pdfShowLogo: pdfSettings?.pdfShowLogo,
pdfShowPageNumbers: pdfSettings?.pdfShowPageNumbers,
});
toast.success("PDF downloaded successfully");
} catch (error) {
console.error("PDF generation error:", error);
toast.error(
error instanceof Error ? error.message : "Failed to generate PDF",
);
} finally {
setIsGenerating(false);
}
};
if (variant === "icon") {
return (
<Button
onClick={handleDownloadPDF}
disabled={isGenerating}
variant="ghost"
className={className}
>
{isGenerating ? (
<Loader2 className="h-5 w-5 animate-spin" />
) : (
<Download className="h-5 w-5" />
)}
</Button>
);
}
return (
<Button
onClick={handleDownloadPDF}
disabled={isGenerating}
variant={variant}
className={`shadow-sm ${className ?? ""}`}
>
{isGenerating ? (
<>
<Loader2 className="mr-2 h-5 w-5 animate-spin" />
<span>Generating PDF...</span>
</>
) : (
<>
<Download className="mr-2 h-5 w-5" />
<span>Download PDF</span>
</>
)}
</Button>
);
}
@@ -0,0 +1,22 @@
import { redirect } from "next/navigation";
import InvoiceForm from "~/components/forms/invoice-form";
import { api } from "~/trpc/server";
interface EditInvoicePageProps {
params: Promise<{ id: string }>;
}
export default async function EditInvoicePage({ params }: EditInvoicePageProps) {
const { id } = await params;
try {
const invoice = await api.invoices.getById({ id });
if (invoice.status !== "draft") {
redirect(`/dashboard/invoices/${id}?editBlocked=1`);
}
} catch {
redirect("/dashboard/invoices");
}
return <InvoiceForm invoiceId={id} />;
}
@@ -0,0 +1,946 @@
"use client";
import {
AlertTriangle,
Bell,
Building,
Check,
Copy,
DollarSign,
Edit,
FileText,
Link2,
Link2Off,
Loader2,
Mail,
MapPin,
Phone,
Plus,
Trash2,
User,
} from "lucide-react";
import Link from "next/link";
import { notFound, useParams, useRouter, useSearchParams } from "next/navigation";
import { useState, useEffect } from "react";
import { toast } from "sonner";
import { StatusBadge } from "~/components/data/status-badge";
import {
DashboardPage,
dashboardGapClass,
dashboardGridClass,
} from "~/components/layout/dashboard-page";
import { DashboardPageHeader } from "~/components/layout/page-header";
import { cn } from "~/lib/utils";
import { Button } from "~/components/ui/button";
import { Badge } from "~/components/ui/badge";
import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "~/components/ui/popover";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "~/components/ui/select";
import { Separator } from "~/components/ui/separator";
import { Textarea } from "~/components/ui/textarea";
import { Input } from "~/components/ui/input";
import { Label } from "~/components/ui/label";
import { DatePicker } from "~/components/ui/date-picker";
import {
getEffectiveInvoiceStatus,
isInvoiceOverdue,
} from "~/lib/invoice-status";
import { api } from "~/trpc/react";
import type { StoredInvoiceStatus } from "~/types/invoice";
import { InvoiceDetailsSkeleton } from "./_components/invoice-details-skeleton";
import { PDFDownloadButton } from "./_components/pdf-download-button";
import { EnhancedSendInvoiceButton } from "~/components/forms/enhanced-send-invoice-button";
import { InvoiceTimerCard } from "./_components/invoice-timer-card";
const PAYMENT_METHODS = [
{ value: "cash", label: "Cash" },
{ value: "check", label: "Check" },
{ value: "bank_transfer", label: "Bank Transfer" },
{ value: "credit_card", label: "Credit Card" },
{ value: "paypal", label: "PayPal" },
{ value: "other", label: "Other" },
] as const;
function methodLabel(method: string) {
return PAYMENT_METHODS.find((m) => m.value === method)?.label ?? method;
}
function daysSince(date: Date) {
return Math.floor((Date.now() - new Date(date).getTime()) / 86_400_000);
}
function InvoiceViewContent({ invoiceId }: { invoiceId: string }) {
const router = useRouter();
const searchParams = useSearchParams();
const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
const [recordPaymentOpen, setRecordPaymentOpen] = useState(false);
const [reminderOpen, setReminderOpen] = useState(false);
const [shareOpen, setShareOpen] = useState(false);
const [paymentAmount, setPaymentAmount] = useState("");
const [paymentMethod, setPaymentMethod] = useState("other");
const [paymentNotes, setPaymentNotes] = useState("");
const [reminderMessage, setReminderMessage] = useState("");
const [copied, setCopied] = useState(false);
const { data: invoice, isLoading } = api.invoices.getById.useQuery({
id: invoiceId,
});
const { data: payments, isLoading: paymentsLoading } =
api.payments.getByInvoice.useQuery({ invoiceId });
const utils = api.useUtils();
useEffect(() => {
if (searchParams.get("editBlocked") === "1") {
toast.error("Only draft invoices can be edited");
router.replace(`/dashboard/invoices/${invoiceId}`);
}
}, [searchParams, invoiceId, router]);
const invalidate = () => {
void utils.invoices.getById.invalidate({ id: invoiceId });
void utils.payments.getByInvoice.invalidate({ invoiceId });
};
const deleteInvoice = api.invoices.delete.useMutation({
onSuccess: () => {
toast.success("Invoice deleted");
router.push("/dashboard/invoices");
},
onError: (e) => toast.error(e.message ?? "Failed to delete invoice"),
});
const updateStatus = api.invoices.updateStatus.useMutation({
onSuccess: (data) => {
toast.success(data.message);
invalidate();
},
onError: (e) => toast.error(e.message ?? "Failed to update status"),
});
const createPayment = api.payments.create.useMutation({
onSuccess: () => {
toast.success("Payment recorded");
setRecordPaymentOpen(false);
setPaymentAmount("");
setPaymentMethod("other");
setPaymentNotes("");
invalidate();
},
onError: (e) => toast.error(e.message ?? "Failed to record payment"),
});
const deletePayment = api.payments.delete.useMutation({
onSuccess: () => {
toast.success("Payment removed");
invalidate();
},
onError: (e) => toast.error(e.message ?? "Failed to remove payment"),
});
const generatePublicToken = api.invoices.generatePublicToken.useMutation({
onSuccess: () => {
toast.success("Share link generated");
void utils.invoices.getById.invalidate({ id: invoiceId });
},
onError: (e) => toast.error(e.message ?? "Failed to generate link"),
});
const revokePublicToken = api.invoices.revokePublicToken.useMutation({
onSuccess: () => {
toast.success("Share link revoked");
void utils.invoices.getById.invalidate({ id: invoiceId });
},
onError: (e) => toast.error(e.message ?? "Failed to revoke link"),
});
const sendReminder = api.invoices.sendReminder.useMutation({
onSuccess: () => {
toast.success("Reminder sent");
setReminderOpen(false);
setReminderMessage("");
void utils.invoices.getById.invalidate({ id: invoiceId });
},
onError: (e) => toast.error(e.message ?? "Failed to send reminder"),
});
const updateInvoice = api.invoices.update.useMutation({
onSuccess: () => {
toast.success("Reminder saved");
void utils.invoices.getById.invalidate({ id: invoiceId });
void utils.dashboard.getStats.invalidate();
},
onError: (e) => toast.error(e.message ?? "Failed to save reminder"),
});
if (isLoading) return <InvoiceDetailsSkeleton />;
if (!invoice) notFound();
const formatDate = (date: Date) =>
new Intl.DateTimeFormat("en-US", { year: "numeric", month: "short", day: "numeric" }).format(
new Date(date),
);
const formatCurrency = (amount: number, currency = invoice.currency) =>
new Intl.NumberFormat("en-US", { style: "currency", currency }).format(amount);
const subtotal = invoice.items.reduce((s, i) => s + i.amount, 0);
const taxAmount = (subtotal * invoice.taxRate) / 100;
const total = subtotal + taxAmount;
const totalPaid = (payments ?? []).reduce((s, p) => s + p.amount, 0);
const balanceDue = total - totalPaid;
const storedStatus = invoice.status as StoredInvoiceStatus;
const effectiveStatus = getEffectiveInvoiceStatus(storedStatus, invoice.dueDate);
const isOverdue = isInvoiceOverdue(storedStatus, invoice.dueDate);
const canSendReminder = effectiveStatus === "sent" || effectiveStatus === "overdue";
const publicUrl = invoice.publicToken
? `${window.location.origin}/i/${invoice.publicToken}`
: null;
const handleCopyLink = async () => {
if (!publicUrl) return;
await navigator.clipboard.writeText(publicUrl);
setCopied(true);
setTimeout(() => setCopied(false), 2000);
};
const handleRecordPayment = () => {
const amount = parseFloat(paymentAmount);
if (isNaN(amount) || amount <= 0) {
toast.error("Enter a valid payment amount");
return;
}
createPayment.mutate({
invoiceId,
amount,
date: new Date(),
method: paymentMethod as Parameters<typeof createPayment.mutate>[0]["method"],
notes: paymentNotes || undefined,
});
};
return (
<DashboardPage className="pb-24">
<DashboardPageHeader
title="Invoice Details"
description="View and manage invoice information"
>
<PDFDownloadButton invoiceId={invoice.id} variant="outline" className="hover-lift" />
{storedStatus === "draft" ? (
<Button asChild variant="default" className="hover-lift">
<Link href={`/dashboard/invoices/${invoice.id}/edit`}>
<Edit className="mr-2 h-5 w-5" />
Edit
</Link>
</Button>
) : null}
</DashboardPageHeader>
<div className={cn(dashboardGridClass, "lg:grid-cols-3")}>
{/* Left Column */}
<div className={cn("flex flex-col lg:col-span-2", dashboardGapClass)}>
{/* Invoice Header */}
<Card>
<CardContent className="p-4 sm:p-6">
<div className="space-y-4">
<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between sm:gap-6">
<div className="min-w-0 flex-1 space-y-2">
<div className="flex flex-col gap-2 sm:flex-row sm:items-center sm:gap-3">
<h2 className="text-foreground text-2xl font-bold break-words">
{invoice.invoiceNumber}
</h2>
<StatusBadge status={effectiveStatus} />
</div>
<div className="text-muted-foreground space-y-1 text-sm sm:space-y-0">
<div className="sm:inline">Issued {formatDate(invoice.issueDate)}</div>
<div className="sm:inline sm:before:content-['_•_']">
Due {formatDate(invoice.dueDate)}
</div>
</div>
</div>
<div className="flex-shrink-0 text-left sm:text-right">
<p className="text-muted-foreground text-sm">Total Amount</p>
<p className="text-primary text-3xl font-bold">{formatCurrency(total)}</p>
{totalPaid > 0 && balanceDue > 0 && (
<p className="text-muted-foreground mt-0.5 text-sm">
Balance due: {formatCurrency(balanceDue)}
</p>
)}
</div>
</div>
</div>
</CardContent>
</Card>
{/* Overdue Alert */}
{isOverdue && (
<Card className="border-destructive/20 bg-destructive/5">
<CardContent className="p-4">
<div className="text-destructive flex items-center gap-3">
<AlertTriangle className="h-5 w-5 flex-shrink-0" />
<div>
<p className="font-medium">Invoice Overdue</p>
<p className="text-sm">
{Math.ceil(
(new Date().getTime() - new Date(invoice.dueDate).getTime()) /
(1000 * 60 * 60 * 24),
)}{" "}
days past due date
</p>
</div>
</div>
</CardContent>
</Card>
)}
{/* Client & Business */}
<div className="grid gap-4 sm:grid-cols-2">
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2">
<User className="h-5 w-5" />
Bill To
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<h3 className="text-foreground text-xl font-semibold">{invoice.client.name}</h3>
<div className="space-y-3">
{invoice.client.email && (
<div className="flex items-center gap-3">
<div className="bg-primary/10 p-2">
<Mail className="text-primary h-4 w-4" />
</div>
<span className="text-sm break-all">{invoice.client.email}</span>
</div>
)}
{invoice.client.phone && (
<div className="flex items-center gap-3">
<div className="bg-primary/10 p-2">
<Phone className="text-primary h-4 w-4" />
</div>
<span className="text-sm">{invoice.client.phone}</span>
</div>
)}
{(invoice.client.addressLine1 ?? invoice.client.city) && (
<div className="flex items-start gap-3">
<div className="bg-primary/10 p-2">
<MapPin className="text-primary h-4 w-4" />
</div>
<div className="space-y-1 text-sm">
{invoice.client.addressLine1 && <div>{invoice.client.addressLine1}</div>}
{invoice.client.addressLine2 && <div>{invoice.client.addressLine2}</div>}
{(invoice.client.city ??
invoice.client.state ??
invoice.client.postalCode) && (
<div>
{[
invoice.client.city,
invoice.client.state,
invoice.client.postalCode,
]
.filter(Boolean)
.join(", ")}
</div>
)}
{invoice.client.country && <div>{invoice.client.country}</div>}
</div>
</div>
)}
</div>
</CardContent>
</Card>
{invoice.business && (
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2">
<Building className="h-5 w-5" />
From
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{invoice.business.logoStorageKey && (
<div className="bg-muted border-border/40 flex h-12 max-w-40 w-fit items-center justify-center overflow-hidden border px-2 py-1.5">
{/* eslint-disable-next-line @next/next/no-img-element -- object-storage-backed image, not a static asset */}
<img
src={`/api/business-logo/${invoice.business.id}`}
alt={`${invoice.business.name} logo`}
className="h-full w-auto max-w-full object-contain"
/>
</div>
)}
<h3 className="text-foreground text-xl font-semibold">
{invoice.business.name}
</h3>
<div className="space-y-3">
{invoice.business.email && (
<div className="flex items-center gap-3">
<div className="bg-primary/10 p-2">
<Mail className="text-primary h-4 w-4" />
</div>
<span className="text-sm break-all">{invoice.business.email}</span>
</div>
)}
{invoice.business.phone && (
<div className="flex items-center gap-3">
<div className="bg-primary/10 p-2">
<Phone className="text-primary h-4 w-4" />
</div>
<span className="text-sm">{invoice.business.phone}</span>
</div>
)}
</div>
</CardContent>
</Card>
)}
</div>
{/* Invoice Items */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<FileText className="h-5 w-5" />
Invoice Items
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{invoice.items.map((item) => (
<Card key={item.id} className="invoice-item bg-secondary">
<CardContent className="p-3">
<div className="flex flex-col gap-2 sm:flex-row sm:items-start sm:justify-between">
<div className="min-w-0 flex-1">
<p className="text-foreground mb-2 text-base font-medium break-words">
{item.description}
</p>
<div className="text-muted-foreground flex flex-wrap gap-x-4 gap-y-1 text-sm">
<span className="whitespace-nowrap">
{formatDate(item.date).replace(/ /g, " ")}
</span>
<span className="whitespace-nowrap">
{item.hours.toString()}&nbsp;hours
</span>
<span className="whitespace-nowrap">@&nbsp;${item.rate}/hr</span>
</div>
</div>
<p className="text-primary flex-shrink-0 self-start text-lg font-semibold">
{formatCurrency(item.amount)}
</p>
</div>
</CardContent>
</Card>
))}
{/* Totals */}
<div className="bg-secondary rounded-lg p-4 space-y-3">
<div className="flex flex-wrap justify-between gap-x-4 gap-y-1">
<span className="text-muted-foreground">Subtotal:</span>
<span className="font-medium">{formatCurrency(subtotal)}</span>
</div>
{invoice.taxRate > 0 && (
<div className="flex flex-wrap justify-between gap-x-4 gap-y-1">
<span className="text-muted-foreground">Tax ({invoice.taxRate}%):</span>
<span className="font-medium">{formatCurrency(taxAmount)}</span>
</div>
)}
<Separator />
<div className="flex flex-wrap justify-between gap-x-4 gap-y-1 text-lg font-bold">
<span>Total:</span>
<span className="text-primary">{formatCurrency(total)}</span>
</div>
{totalPaid > 0 && (
<>
<div className="flex flex-wrap justify-between gap-x-4 gap-y-1 text-sm">
<span className="text-muted-foreground">Paid:</span>
<span className="text-green-600 font-medium">
{formatCurrency(totalPaid)}
</span>
</div>
<Separator />
<div className="flex flex-wrap justify-between gap-x-4 gap-y-1 font-bold">
<span>Balance Due:</span>
<span className={balanceDue <= 0 ? "text-green-600" : "text-primary"}>
{formatCurrency(Math.max(0, balanceDue))}
</span>
</div>
</>
)}
</div>
</CardContent>
</Card>
{/* Payments */}
<Card>
<CardHeader>
<CardTitle className="flex items-center justify-between gap-2">
<span className="flex items-center gap-2">
<DollarSign className="h-5 w-5" />
Payments
</span>
<Button
size="sm"
variant="outline"
onClick={() => setRecordPaymentOpen(true)}
>
<Plus className="mr-1.5 h-3.5 w-3.5" />
Record
</Button>
</CardTitle>
</CardHeader>
<CardContent>
{paymentsLoading ? (
<p className="text-muted-foreground text-sm">Loading</p>
) : (payments ?? []).length === 0 ? (
<p className="text-muted-foreground text-sm">No payments recorded yet.</p>
) : (
<div className="space-y-2">
{(payments ?? []).map((p) => (
<div
key={p.id}
className="bg-secondary flex items-center justify-between gap-3 rounded-lg px-4 py-3 text-sm"
>
<div className="flex flex-wrap items-center gap-2">
<span className="font-semibold">{formatCurrency(p.amount)}</span>
<Badge variant="secondary">{methodLabel(p.method)}</Badge>
<span className="text-muted-foreground">{formatDate(p.date)}</span>
{p.notes && (
<span className="text-muted-foreground truncate max-w-[200px]">
{p.notes}
</span>
)}
</div>
<Button
size="sm"
variant="ghost"
className="text-destructive hover:bg-destructive/10 h-7 w-7 p-0 shrink-0"
onClick={() => deletePayment.mutate({ id: p.id })}
disabled={deletePayment.isPending}
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
))}
</div>
)}
</CardContent>
</Card>
{/* Notes */}
{invoice.notes && (
<Card>
<CardHeader>
<CardTitle>Notes</CardTitle>
</CardHeader>
<CardContent>
<p className="text-foreground whitespace-pre-wrap">{invoice.notes}</p>
</CardContent>
</Card>
)}
</div>
{/* Right Column - Actions */}
<div className={cn("flex flex-col", dashboardGapClass)}>
{storedStatus === "draft" && (
<InvoiceTimerCard invoiceId={invoiceId} clientId={invoice.clientId} />
)}
<Card className="lg:sticky lg:top-6">
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Check className="h-5 w-5" />
Actions
</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
{storedStatus === "draft" ? (
<Button asChild variant="secondary" className="w-full">
<Link href={`/dashboard/invoices/${invoice.id}/edit`}>
<Edit className="mr-2 h-4 w-4" />
Edit Invoice
</Link>
</Button>
) : null}
{invoice.items && invoice.client && (
<PDFDownloadButton invoiceId={invoice.id} className="w-full" variant="secondary" />
)}
{effectiveStatus === "draft" && (
<EnhancedSendInvoiceButton
invoiceId={invoice.id}
className="w-full"
variant="secondary"
/>
)}
{effectiveStatus === "draft" && (
<SendReminderEditor
key={`${invoiceId}-${invoice.sendReminderAt?.toISOString() ?? "none"}`}
invoiceId={invoiceId}
savedReminderAt={invoice.sendReminderAt}
formatDate={formatDate}
isSaving={updateInvoice.isPending}
onSave={(sendReminderAt) =>
updateInvoice.mutate({
id: invoiceId,
sendReminderAt,
})
}
onClear={() =>
updateInvoice.mutate({ id: invoiceId, sendReminderAt: null })
}
/>
)}
{(effectiveStatus === "sent" || effectiveStatus === "overdue") && (
<EnhancedSendInvoiceButton
invoiceId={invoice.id}
className="w-full"
showResend={true}
variant="secondary"
/>
)}
{/* Send Reminder */}
{canSendReminder && (
<div>
<Button
variant="secondary"
className="w-full"
onClick={() => setReminderOpen(true)}
>
<Bell className="mr-2 h-4 w-4" />
Send Reminder
</Button>
{invoice.lastReminderSentAt && (
<p className="text-muted-foreground mt-1 text-center text-xs">
Last sent {daysSince(invoice.lastReminderSentAt)} day
{daysSince(invoice.lastReminderSentAt) === 1 ? "" : "s"} ago
</p>
)}
</div>
)}
{/* Share Link */}
<Popover open={shareOpen} onOpenChange={setShareOpen}>
<PopoverTrigger asChild>
<Button variant="secondary" className="w-full">
<Link2 className="mr-2 h-4 w-4" />
Share Link
</Button>
</PopoverTrigger>
<PopoverContent className="w-80 space-y-3" align="end">
<p className="text-sm font-semibold">Client share link</p>
{publicUrl ? (
<>
<div className="bg-secondary flex items-center gap-2 rounded-md px-3 py-2">
<p className="flex-1 truncate text-xs">{publicUrl}</p>
<Button
size="sm"
variant="ghost"
className="h-6 w-6 p-0 shrink-0"
onClick={handleCopyLink}
>
{copied ? (
<Check className="h-3.5 w-3.5 text-green-600" />
) : (
<Copy className="h-3.5 w-3.5" />
)}
</Button>
</div>
<Button
variant="outline"
size="sm"
className="text-destructive hover:bg-destructive/10 w-full"
onClick={() => revokePublicToken.mutate({ id: invoiceId })}
disabled={revokePublicToken.isPending}
>
<Link2Off className="mr-1.5 h-3.5 w-3.5" />
Revoke link
</Button>
</>
) : (
<>
<p className="text-muted-foreground text-xs">
Generate a shareable link your client can use to view this invoice without
logging in.
</p>
<Button
size="sm"
className="w-full"
onClick={() => generatePublicToken.mutate({ id: invoiceId })}
disabled={generatePublicToken.isPending}
>
{generatePublicToken.isPending ? (
<Loader2 className="mr-2 h-3.5 w-3.5 animate-spin" />
) : (
<Link2 className="mr-2 h-3.5 w-3.5" />
)}
Generate link
</Button>
</>
)}
</PopoverContent>
</Popover>
{/* Mark as Paid */}
{(effectiveStatus === "sent" || effectiveStatus === "overdue") && (
<Button
onClick={() => updateStatus.mutate({ id: invoiceId, status: "paid" })}
disabled={updateStatus.isPending}
variant="secondary"
className="w-full"
>
{updateStatus.isPending ? (
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
) : (
<DollarSign className="mr-2 h-4 w-4" />
)}
Mark as Paid
</Button>
)}
<Button
variant="secondary"
onClick={() => setDeleteDialogOpen(true)}
disabled={deleteInvoice.isPending}
className="text-destructive hover:bg-destructive/10 w-full"
>
<Trash2 className="mr-2 h-4 w-4" />
Delete Invoice
</Button>
</CardContent>
</Card>
</div>
</div>
{/* Record Payment Dialog */}
<Dialog open={recordPaymentOpen} onOpenChange={setRecordPaymentOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>Record Payment</DialogTitle>
<DialogDescription>
Record a payment received for invoice {invoice.invoiceNumber}.
</DialogDescription>
</DialogHeader>
<div className="space-y-4">
<div className="space-y-1.5">
<Label htmlFor="pay-amount">Amount</Label>
<Input
id="pay-amount"
type="number"
min="0"
step="0.01"
placeholder="0.00"
value={paymentAmount}
onChange={(e) => setPaymentAmount(e.target.value)}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="pay-method">Method</Label>
<Select value={paymentMethod} onValueChange={setPaymentMethod}>
<SelectTrigger id="pay-method">
<SelectValue />
</SelectTrigger>
<SelectContent>
{PAYMENT_METHODS.map((m) => (
<SelectItem key={m.value} value={m.value}>
{m.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1.5">
<Label htmlFor="pay-notes">Notes (optional)</Label>
<Input
id="pay-notes"
placeholder="e.g. cheque #1234"
value={paymentNotes}
onChange={(e) => setPaymentNotes(e.target.value)}
/>
</div>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setRecordPaymentOpen(false)}>
Cancel
</Button>
<Button onClick={handleRecordPayment} disabled={createPayment.isPending}>
{createPayment.isPending ? "Saving…" : "Record Payment"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Send Reminder Dialog */}
<Dialog open={reminderOpen} onOpenChange={setReminderOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>Send Reminder</DialogTitle>
<DialogDescription>
Send a payment reminder to {invoice.client.name} for invoice{" "}
{invoice.invoiceNumber}.
</DialogDescription>
</DialogHeader>
<div className="space-y-1.5">
<Label htmlFor="reminder-msg">Custom message (optional)</Label>
<Textarea
id="reminder-msg"
placeholder="Leave blank to use the default reminder message."
rows={4}
value={reminderMessage}
onChange={(e) => setReminderMessage(e.target.value)}
/>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setReminderOpen(false)}>
Cancel
</Button>
<Button
onClick={() =>
sendReminder.mutate({
id: invoiceId,
customMessage: reminderMessage || undefined,
})
}
disabled={sendReminder.isPending}
>
{sendReminder.isPending ? (
<><Loader2 className="mr-2 h-4 w-4 animate-spin" /> Sending</>
) : (
<><Bell className="mr-2 h-4 w-4" /> Send Reminder</>
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Delete Dialog */}
<Dialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>Delete Invoice</DialogTitle>
<DialogDescription>
Are you sure you want to delete invoice <strong>{invoice.invoiceNumber}</strong>?
This action cannot be undone.
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button
variant="outline"
onClick={() => setDeleteDialogOpen(false)}
disabled={deleteInvoice.isPending}
>
Cancel
</Button>
<Button
variant="destructive"
onClick={() => deleteInvoice.mutate({ id: invoiceId })}
disabled={deleteInvoice.isPending}
>
{deleteInvoice.isPending ? "Deleting…" : "Delete Invoice"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</DashboardPage>
);
}
function SendReminderEditor({
invoiceId,
savedReminderAt,
formatDate,
isSaving,
onSave,
onClear,
}: {
invoiceId: string;
savedReminderAt: Date | null | undefined;
formatDate: (date: Date) => string;
isSaving: boolean;
onSave: (sendReminderAt: Date | null) => void;
onClear: () => void;
}) {
const [sendReminderAt, setSendReminderAt] = useState<Date | undefined>(() =>
savedReminderAt ? new Date(savedReminderAt) : undefined,
);
return (
<div className="space-y-2 rounded-lg border p-3">
<Label htmlFor={`send-reminder-at-${invoiceId}`}>Remind me to send</Label>
<DatePicker
date={sendReminderAt}
onDateChange={setSendReminderAt}
className="w-full"
/>
<div className="flex gap-2">
<Button
variant="outline"
size="sm"
className="flex-1"
onClick={() => onSave(sendReminderAt ?? null)}
disabled={isSaving}
>
Save reminder
</Button>
{sendReminderAt ? (
<Button
variant="ghost"
size="sm"
onClick={() => {
setSendReminderAt(undefined);
onClear();
}}
>
Clear
</Button>
) : null}
</div>
{savedReminderAt ? (
<p className="text-muted-foreground text-xs">
{new Date(savedReminderAt) <= new Date()
? "Reminder is due — time to send this invoice."
: `Scheduled for ${formatDate(savedReminderAt)}`}
</p>
) : null}
</div>
);
}
export default function InvoiceViewPage() {
const params = useParams();
const router = useRouter();
const id = params.id as string;
useEffect(() => {
if (id === "new") router.replace("/dashboard/invoices/new");
}, [id, router]);
if (id === "new") {
return (
<div className="flex h-96 items-center justify-center">
<Loader2 className="h-8 w-8 animate-spin" />
</div>
);
}
return <InvoiceViewContent invoiceId={id} />;
}
@@ -0,0 +1,660 @@
"use client";
import { useState, useEffect, useMemo } from "react";
import { useParams, useRouter } from "next/navigation";
import { Button } from "~/components/ui/button";
import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
import { Badge } from "~/components/ui/badge";
import { Separator } from "~/components/ui/separator";
import { Alert, AlertDescription } from "~/components/ui/alert";
import { Label } from "~/components/ui/label";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import { DashboardPageHeader } from "~/components/layout/page-header";
import {
DashboardPage,
dashboardGapClass,
dashboardGridClass,
} from "~/components/layout/dashboard-page";
import {
PageTabs,
PageTabsContent,
PageTabsList,
PageTabsTrigger,
} from "~/components/layout/page-tabs";
import { cn } from "~/lib/utils";
import { NOREPLY_EMAIL } from "~/lib/app-email";
import { FloatingActionBar } from "~/components/layout/floating-action-bar";
import { EmailComposer } from "~/components/forms/email-composer";
import { EmailPreview } from "~/components/forms/email-preview";
import { api } from "~/trpc/react";
import { toast } from "sonner";
import {
Mail,
Send,
Eye,
Edit3,
AlertTriangle,
ArrowLeft,
Loader2,
FileText,
} from "lucide-react";
function SendEmailPageSkeleton() {
return (
<DashboardPage className="pb-32">
<DashboardPageHeader
title="Loading..."
description="Loading invoice email"
/>
<div className={cn(dashboardGridClass, "lg:grid-cols-3")}>
<div className={cn("lg:col-span-2", dashboardGapClass, "flex flex-col")}>
<div className="bg-muted h-96 animate-pulse" />
</div>
<div className={cn(dashboardGapClass, "flex flex-col")}>
<div className="bg-muted h-64 animate-pulse" />
</div>
</div>
</DashboardPage>
);
}
function plainTextToHtml(value: string) {
return value
.replace(/&/g, "&amp;")
.replace(/</g, "&lt;")
.replace(/>/g, "&gt;")
.replace(/"/g, "&quot;")
.replace(/'/g, "&#39;")
.replace(/\n/g, "<br>");
}
function normalizeEmailNoteHtml(value: string) {
const visibleText = value
.replace(/<br\s*\/?>/gi, "\n")
.replace(/<\/p>/gi, "\n")
.replace(/<[^>]*>/g, "")
.replace(/&nbsp;|\u00a0/g, " ")
.replace(/&amp;/g, "&")
.replace(/&lt;/g, "<")
.replace(/&gt;/g, ">")
.replace(/&quot;/g, '"')
.replace(/&#39;/g, "'")
.trim();
return visibleText ? value.trim() : "";
}
export default function SendEmailPage() {
const params = useParams();
const router = useRouter();
const invoiceId = params.id as string;
// State management
const [activeTab, setActiveTab] = useState("compose");
const [isSending, setIsSending] = useState(false);
const [isInitialized, setIsInitialized] = useState(false);
const [showConfirmDialog, setShowConfirmDialog] = useState(false);
const [retryCount, setRetryCount] = useState(0);
// Email content state
const [subject, setSubject] = useState("");
const [emailContent, setEmailContent] = useState("");
const [ccEmail, setCcEmail] = useState("");
const [bccEmail, setBccEmail] = useState("");
const [customMessage, setCustomMessage] = useState("");
// Fetch invoice data
const { data: invoiceData, isLoading: invoiceLoading } =
api.invoices.getById.useQuery({
id: invoiceId,
});
// Get utils for cache invalidation
const utils = api.useUtils();
// Email sending mutation
const sendEmailMutation = api.email.sendInvoice.useMutation({
onSuccess: (data) => {
toast.success("Email sent successfully!", {
description: data.message,
duration: 5000,
});
// Navigate back to invoice view
router.push(`/dashboard/invoices/${invoiceId}`);
// Refresh invoice data
void utils.invoices.getById.invalidate({ id: invoiceId });
},
onError: (error) => {
let errorMessage = "Failed to send invoice email";
let errorDescription = error.message;
let canRetry = false;
if (error.message.includes("Invalid recipient")) {
errorMessage = "Invalid Email Address";
errorDescription =
"Please check the client's email address and try again.";
} else if (error.message.includes("domain not verified")) {
errorMessage = "Email Configuration Issue";
errorDescription = "Please contact support to configure email sending.";
} else if (error.message.includes("rate limit")) {
errorMessage = "Too Many Emails";
errorDescription = "Please wait a moment before sending another email.";
canRetry = true;
} else if (error.message.includes("no email address")) {
errorMessage = "No Email Address";
errorDescription = "This client doesn't have an email address on file.";
} else if (
error.message.includes("unavailable") ||
error.message.includes("timeout")
) {
errorMessage = "Service Temporarily Unavailable";
errorDescription =
"The email service is temporarily unavailable. Please try again.";
canRetry = true;
} else {
canRetry = true; // Allow retry for unknown errors
}
toast.error(errorMessage, {
description:
canRetry && retryCount < 2
? `${errorDescription} You can retry this operation.`
: errorDescription,
duration: 6000,
action:
canRetry && retryCount < 2
? {
label: "Retry",
onClick: () => handleRetry(),
}
: undefined,
});
setIsSending(false);
},
});
// Transform invoice data for components
const invoice = useMemo(() => {
return invoiceData
? {
id: invoiceData.id,
invoiceNumber: invoiceData.invoiceNumber,
issueDate: invoiceData.issueDate,
dueDate: invoiceData.dueDate,
status: invoiceData.status,
totalAmount: invoiceData.totalAmount,
taxRate: invoiceData.taxRate,
currency: invoiceData.currency,
emailMessage: invoiceData.emailMessage,
client: invoiceData.client
? {
name: invoiceData.client.name,
email: invoiceData.client.email,
}
: undefined,
business: invoiceData.business
? {
id: invoiceData.business.id,
name: invoiceData.business.name,
nickname: invoiceData.business.nickname,
email: invoiceData.business.email,
logoStorageKey: invoiceData.business.logoStorageKey,
logoMimeType: invoiceData.business.logoMimeType,
}
: undefined,
items: invoiceData.items?.map((item) => ({
id: item.id,
date: item.date,
description: item.description,
hours: item.hours,
rate: item.rate,
amount: item.amount,
})),
}
: undefined;
}, [invoiceData]);
const normalizedCustomMessage = useMemo(
() => normalizeEmailNoteHtml(customMessage),
[customMessage],
);
// Initialize email content when invoice loads
useEffect(() => {
if (!invoice || isInitialized) return;
// Set default subject
const defaultSubject = `Invoice ${invoice.invoiceNumber} from ${invoice.business?.name ?? "Your Business"}`;
// eslint-disable-next-line react-hooks/set-state-in-effect
setSubject(defaultSubject);
// Set default content (empty since template handles everything)
const defaultContent = ``;
setEmailContent(defaultContent);
setCustomMessage(
invoice.emailMessage ? plainTextToHtml(invoice.emailMessage) : "",
);
setIsInitialized(true);
}, [invoice, isInitialized]);
const handleSendEmail = async () => {
if (!invoice?.client?.email || invoice.client.email.trim() === "") {
toast.error("No email address", {
description: "This client doesn't have an email address on file.",
});
return;
}
if (!subject.trim()) {
toast.error("Subject required", {
description: "Please enter an email subject before sending.",
});
return;
}
// Show confirmation dialog
setShowConfirmDialog(true);
};
const confirmSendEmail = async () => {
setShowConfirmDialog(false);
setIsSending(true);
try {
await sendEmailMutation.mutateAsync({
invoiceId,
customSubject: subject,
customContent: emailContent,
customMessage: normalizedCustomMessage,
useHtml: true,
ccEmails: ccEmail.trim() || undefined,
bccEmails: bccEmail.trim() || undefined,
});
setRetryCount(0); // Reset retry count on success
} catch {
// Error handling is done in the mutation's onError
}
};
const handleRetry = () => {
if (retryCount < 2) {
setRetryCount((prev) => prev + 1);
void confirmSendEmail();
}
};
const fromEmail = invoice?.business?.email ?? NOREPLY_EMAIL;
const toEmail = invoice?.client?.email ?? "";
const canSend =
!isSending && subject.trim() && toEmail && toEmail.trim() !== "";
if (invoiceLoading) {
return <SendEmailPageSkeleton />;
}
if (!invoice) {
return (
<DashboardPage>
<Alert variant="destructive">
<AlertTriangle className="h-4 w-4" />
<AlertDescription>Invoice not found.</AlertDescription>
</Alert>
</DashboardPage>
);
}
return (
<DashboardPage className="pb-32">
<DashboardPageHeader
title={`Send Invoice ${invoice.invoiceNumber}`}
description={`Compose and send invoice email to ${invoice.client?.name ?? "client"}${new Intl.DateTimeFormat(
"en-US",
{
year: "numeric",
month: "short",
day: "numeric",
},
).format(new Date())}`}
>
<Button
variant="outline"
onClick={() => router.push(`/dashboard/invoices/${invoiceId}`)}
>
<ArrowLeft className="mr-2 h-4 w-4" />
Back to Invoice
</Button>
</DashboardPageHeader>
{/* Warning for missing email */}
{(!toEmail || toEmail.trim() === "") && (
<Alert variant="destructive">
<AlertTriangle className="h-4 w-4" />
<AlertDescription>
This client doesn&apos;t have an email address. Please add an email
address to the client before sending the invoice.
</AlertDescription>
</Alert>
)}
{/* Main Content */}
<div className={cn(dashboardGridClass, "lg:grid-cols-3")}>
<div className="lg:col-span-2">
<PageTabs value={activeTab} onValueChange={setActiveTab}>
<PageTabsList>
<PageTabsTrigger value="compose" className="gap-2">
<Edit3 className="h-4 w-4" />
Compose
</PageTabsTrigger>
<PageTabsTrigger value="preview" className="gap-2">
<Eye className="h-4 w-4" />
Preview
</PageTabsTrigger>
</PageTabsList>
<PageTabsContent value="compose">
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Mail className="h-5 w-5" />
Compose Email
</CardTitle>
</CardHeader>
<CardContent>
{isInitialized ? (
<EmailComposer
subject={subject}
onSubjectChange={setSubject}
content={emailContent}
onContentChange={setEmailContent}
customMessage={customMessage}
onCustomMessageChange={setCustomMessage}
fromEmail={fromEmail}
toEmail={toEmail}
ccEmail={ccEmail}
onCcEmailChange={setCcEmail}
bccEmail={bccEmail}
onBccEmailChange={setBccEmail}
/>
) : (
<div className="bg-muted flex h-[400px] items-center justify-center border">
<div className="text-center">
<div className="border-primary mx-auto mb-2 h-4 w-4 animate-spin border-2 border-t-transparent"></div>
<p className="text-muted-foreground text-sm">
Initializing email content...
</p>
</div>
</div>
)}
</CardContent>
</Card>
</PageTabsContent>
<PageTabsContent value="preview">
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Eye className="h-5 w-5" />
Email Preview
</CardTitle>
</CardHeader>
<CardContent className="p-0">
<div className="overflow-x-auto">
<EmailPreview
subject={subject}
fromEmail={fromEmail}
toEmail={toEmail}
ccEmail={ccEmail}
bccEmail={bccEmail}
content={emailContent}
customMessage={normalizedCustomMessage}
invoice={invoice}
className="min-w-0 border-0"
/>
</div>
</CardContent>
</Card>
</PageTabsContent>
</PageTabs>
</div>
{/* Sidebar */}
<div className={cn(dashboardGapClass, "flex flex-col")}>
{/* Invoice Summary */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-lg">
<FileText className="text-primary h-5 w-5" />
Invoice #{invoice.invoiceNumber}
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div>
<Label className="text-muted-foreground text-sm font-medium">
Client
</Label>
<p className="text-sm font-medium">
{invoice.client?.name ?? "Client"}
</p>
</div>
<div>
<Label className="text-muted-foreground text-sm font-medium">
Issue Date
</Label>
<p className="text-sm">
{new Intl.DateTimeFormat("en-US", {
year: "numeric",
month: "short",
day: "numeric",
}).format(new Date(invoice.issueDate))}
</p>
</div>
<div>
<Label className="text-muted-foreground text-sm font-medium">
Status
</Label>
<Badge variant="outline">{invoice.status}</Badge>
</div>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-lg">Email Details</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div>
<Label className="text-muted-foreground text-sm font-medium">
From
</Label>
<p className="font-mono text-sm break-all">{fromEmail}</p>
</div>
<div>
<Label className="text-muted-foreground text-sm font-medium">
To
</Label>
<p className="font-mono text-sm break-all">
{toEmail || "No email address"}
</p>
</div>
{ccEmail && (
<div>
<Label className="text-muted-foreground text-sm font-medium">
CC
</Label>
<p className="font-mono text-sm break-all">{ccEmail}</p>
</div>
)}
{bccEmail && (
<div>
<Label className="text-muted-foreground text-sm font-medium">
BCC
</Label>
<p className="font-mono text-sm break-all">{bccEmail}</p>
</div>
)}
<div>
<Label className="text-muted-foreground text-sm font-medium">
Subject
</Label>
<p className="text-sm break-words">{subject || "No subject"}</p>
</div>
<Separator />
<div>
<Label className="text-muted-foreground text-sm font-medium">
Attachment
</Label>
<div className="flex items-center gap-2 text-sm">
<FileText className="h-3 w-3" />
<span>invoice-{invoice.invoiceNumber}.pdf</span>
</div>
</div>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-lg">Actions</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
{activeTab === "compose" && (
<Button
onClick={() => setActiveTab("preview")}
disabled={!subject.trim()}
className="w-full"
variant="outline"
>
<Eye className="mr-2 h-4 w-4" />
Preview Email
</Button>
)}
{activeTab === "preview" && (
<Button
onClick={() => setActiveTab("compose")}
variant="outline"
className="w-full"
>
<Edit3 className="mr-2 h-4 w-4" />
Edit Email
</Button>
)}
</CardContent>
</Card>
</div>
</div>
{/* Floating Action Bar */}
<FloatingActionBar
leftContent={
<div className="flex items-center space-x-3">
<div className="bg-primary/10 p-2">
<Send className="text-primary h-5 w-5" />
</div>
<div>
<p className="text-foreground font-medium">Send Invoice</p>
<p className="text-muted-foreground text-sm">
Email invoice to {invoice.client?.name ?? "client"}
</p>
</div>
</div>
}
>
<Button
variant="outline"
size="sm"
onClick={() => router.push(`/dashboard/invoices/${invoiceId}`)}
>
Cancel
</Button>
<Button
onClick={handleSendEmail}
disabled={!canSend || isSending}
variant="default"
size="sm"
>
{isSending ? (
<>
<Loader2 className="h-4 w-4 animate-spin sm:mr-2" />
<span className="hidden sm:inline">Sending...</span>
</>
) : (
<>
<Send className="h-4 w-4 sm:mr-2" />
<span className="hidden sm:inline">Send Email</span>
</>
)}
</Button>
</FloatingActionBar>
{/* Confirmation Dialog */}
<Dialog open={showConfirmDialog} onOpenChange={setShowConfirmDialog}>
<DialogContent>
<DialogHeader>
<DialogTitle>Confirm</DialogTitle>
<DialogDescription>
Send this invoice email to <strong>{toEmail}</strong>
{ccEmail && (
<>
{" "}
with CC to <strong>{ccEmail}</strong>
</>
)}
{bccEmail && (
<>
{" "}
and BCC to <strong>{bccEmail}</strong>
</>
)}
?
</DialogDescription>
{retryCount > 0 && (
<p className="text-muted-foreground text-sm">
Retry attempt {retryCount} of 2
</p>
)}
</DialogHeader>
<div className="bg-muted/30 space-y-2 border p-3 text-sm">
<div>
<span className="text-muted-foreground">Subject: </span>
<span className="font-medium">{subject}</span>
</div>
<div>
<span className="text-muted-foreground">Attachment: </span>
<span>invoice-{invoice.invoiceNumber}.pdf</span>
</div>
{normalizedCustomMessage && (
<div>
<span className="text-muted-foreground">Email note: </span>
<span>Included</span>
</div>
)}
</div>
<DialogFooter>
<Button
variant="outline"
onClick={() => setShowConfirmDialog(false)}
>
Cancel
</Button>
<Button onClick={confirmSendEmail} variant="default">
Confirm
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</DashboardPage>
);
}
@@ -0,0 +1,493 @@
"use client";
import { useState } from "react";
import Link from "next/link";
import { useRouter } from "next/navigation";
import type { ColumnDef, Row } from "@tanstack/react-table";
import { Checkbox } from "~/components/ui/checkbox";
import { Button } from "~/components/ui/button";
import { StatusBadge, type StatusType } from "~/components/data/status-badge";
import { PDFDownloadButton } from "~/app/dashboard/invoices/[id]/_components/pdf-download-button";
import { DataTable, DataTableColumnHeader } from "~/components/data/data-table";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from "~/components/ui/dropdown-menu";
import {
Eye,
Edit,
Trash2,
FileText,
CheckCircle,
Send,
ChevronDown,
Plus,
} from "lucide-react";
import { api } from "~/trpc/react";
import { toast } from "sonner";
import { getEffectiveInvoiceStatus } from "~/lib/invoice-status";
import { formatCurrency } from "~/lib/currency";
import type { StoredInvoiceStatus } from "~/types/invoice";
interface Invoice {
id: string;
invoiceNumber: string;
clientId: string;
businessId: string | null;
issueDate: Date;
dueDate: Date;
status: string;
totalAmount: number;
taxRate: number;
currency: string;
notes: string | null;
createdById: string;
createdAt: Date;
updatedAt: Date | null;
client?: {
id: string;
name: string;
email: string | null;
phone: string | null;
} | null;
business?: {
id: string;
name: string;
email: string | null;
phone: string | null;
} | null;
items?: Array<{
id: string;
invoiceId: string;
date: Date;
description: string;
hours: number;
rate: number;
amount: number;
position: number;
createdAt: Date;
}> | null;
}
interface InvoicesDataTableProps {
invoices: Invoice[];
}
const getStatusType = (invoice: Invoice): StatusType =>
getEffectiveInvoiceStatus(
invoice.status as StoredInvoiceStatus,
invoice.dueDate,
);
const formatDate = (date: Date) =>
new Intl.DateTimeFormat("en-US", {
month: "short",
day: "2-digit",
year: "numeric",
}).format(new Date(date));
export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
const router = useRouter();
const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
const [invoiceToDelete, setInvoiceToDelete] = useState<Invoice | null>(null);
const [bulkDeleteDialogOpen, setBulkDeleteDialogOpen] = useState(false);
const [pendingBulkDelete, setPendingBulkDelete] = useState<Invoice[]>([]);
const utils = api.useUtils();
const deleteInvoice = api.invoices.delete.useMutation({
onSuccess: () => {
toast.success("Invoice deleted");
void utils.invoices.getAll.invalidate();
setDeleteDialogOpen(false);
setInvoiceToDelete(null);
},
onError: (e) => toast.error(e.message ?? "Failed to delete invoice"),
});
const bulkDelete = api.invoices.bulkDelete.useMutation({
onSuccess: (data) => {
toast.success(
`${data.deleted} invoice${data.deleted !== 1 ? "s" : ""} deleted`,
);
void utils.invoices.getAll.invalidate();
setBulkDeleteDialogOpen(false);
setPendingBulkDelete([]);
},
onError: (e) => toast.error(e.message ?? "Failed to delete invoices"),
});
const bulkUpdateStatus = api.invoices.bulkUpdateStatus.useMutation({
onSuccess: (data) => {
toast.success(
`${data.updated} invoice${data.updated !== 1 ? "s" : ""} updated`,
);
void utils.invoices.getAll.invalidate();
},
onError: (e) => toast.error(e.message ?? "Failed to update invoices"),
});
const columns: ColumnDef<Invoice>[] = [
{
id: "select",
header: ({ table }) => (
<Checkbox
checked={
table.getIsAllPageRowsSelected() ||
(table.getIsSomePageRowsSelected() && "indeterminate")
}
onCheckedChange={(v) => table.toggleAllPageRowsSelected(!!v)}
aria-label="Select all"
data-action-button="true"
/>
),
cell: ({ row }: { row: Row<Invoice> }) => (
<Checkbox
checked={row.getIsSelected()}
onCheckedChange={(v) => row.toggleSelected(!!v)}
aria-label="Select row"
data-action-button="true"
/>
),
enableSorting: false,
enableHiding: false,
},
{
accessorKey: "client.name",
header: ({ column }) => (
<DataTableColumnHeader column={column} title="Client" />
),
cell: ({ row }) => {
const invoice = row.original;
return (
<div className="flex items-center gap-3">
<div className="bg-primary/10 hidden p-2 sm:flex">
<FileText className="text-primary h-4 w-4" />
</div>
<div className="min-w-0 flex-1">
<p className="truncate font-medium">
{invoice.client?.name ?? "—"}
</p>
<p className="text-muted-foreground truncate text-xs sm:text-sm">
{invoice.invoiceNumber}
</p>
<div className="mt-1 flex items-center gap-2 sm:hidden">
<StatusBadge
status={getStatusType(invoice)}
className="text-xs"
/>
<span className="text-foreground text-xs font-semibold">
{formatCurrency(invoice.totalAmount, invoice.currency)}
</span>
</div>
</div>
</div>
);
},
},
{
accessorKey: "issueDate",
header: ({ column }) => (
<DataTableColumnHeader column={column} title="Date" />
),
cell: ({ row }) => (
<div className="min-w-0">
<p className="truncate text-sm">
{formatDate(row.getValue("issueDate"))}
</p>
<p className="text-muted-foreground truncate text-xs">
Due {formatDate(new Date(row.original.dueDate))}
</p>
</div>
),
},
{
accessorKey: "status",
header: ({ column }) => (
<DataTableColumnHeader column={column} title="Status" />
),
cell: ({ row }) => (
<StatusBadge
status={getStatusType(row.original)}
className={
getStatusType(row.original) === "sent" ? "status-pending" : ""
}
/>
),
filterFn: (row, _id, value: string[]) =>
value.includes(getStatusType(row.original)),
meta: {
headerClassName: "hidden sm:table-cell",
cellClassName: "hidden sm:table-cell",
},
},
{
accessorKey: "totalAmount",
header: ({ column }) => (
<DataTableColumnHeader column={column} title="Amount" />
),
cell: ({ row }) => (
<div className="text-right">
<p className="text-sm font-semibold">
{formatCurrency(row.getValue("totalAmount"), row.original.currency)}
</p>
<p className="text-muted-foreground text-xs">
{row.original.items?.length ?? 0} items
</p>
</div>
),
meta: {
headerClassName: "hidden sm:table-cell",
cellClassName: "hidden sm:table-cell",
},
},
{
id: "actions",
cell: ({ row }) => {
const invoice = row.original;
return (
<div className="flex items-center justify-end gap-1">
<Link href={`/dashboard/invoices/${invoice.id}`}>
<Button
variant="ghost"
size="sm"
className="hover-scale h-8 w-8 p-0"
data-action-button="true"
>
<Eye className="h-3.5 w-3.5" />
</Button>
</Link>
{invoice.status === "draft" ? (
<Link href={`/dashboard/invoices/${invoice.id}/edit`}>
<Button
variant="ghost"
size="sm"
className="hover-scale h-8 w-8 p-0"
data-action-button="true"
title="Edit invoice"
>
<Edit className="h-3.5 w-3.5" />
</Button>
</Link>
) : (
<Button
variant="ghost"
size="sm"
className="hover-scale h-8 w-8 p-0"
data-action-button="true"
disabled
title="Only draft invoices can be edited"
>
<Edit className="h-3.5 w-3.5" />
</Button>
)}
<Button
variant="ghost"
size="sm"
className="hover-scale text-destructive hover:text-destructive/80 h-8 w-8 p-0"
onClick={(e) => {
e.stopPropagation();
setInvoiceToDelete(invoice);
setDeleteDialogOpen(true);
}}
data-action-button="true"
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
{invoice.items && invoice.client && (
<div data-action-button="true">
<PDFDownloadButton invoiceId={invoice.id} variant="icon" />
</div>
)}
</div>
);
},
},
];
const filterableColumns = [
{
id: "status",
title: "Status",
options: [
{ label: "Draft", value: "draft" },
{ label: "Sent", value: "sent" },
{ label: "Paid", value: "paid" },
{ label: "Overdue", value: "overdue" },
],
},
];
return (
<>
<DataTable
columns={columns}
data={invoices}
searchKey="invoiceNumber"
searchPlaceholder="Search invoices..."
initialSorting={[{ id: "issueDate", desc: true }]}
filterableColumns={filterableColumns}
emptyTitle="Create your first invoice"
emptyDescription="Send professional invoices and track payments from one place."
emptyIcon={<FileText className="h-6 w-6" />}
emptyAction={
<Button asChild>
<Link href="/dashboard/invoices/new">
<Plus className="mr-2 h-4 w-4" />
Create invoice
</Link>
</Button>
}
onRowClick={(invoice) =>
router.push(`/dashboard/invoices/${invoice.id}`)
}
selectionActions={(selected, clear) => (
<>
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="outline"
size="sm"
disabled={bulkUpdateStatus.isPending}
>
<Send className="mr-1.5 h-3.5 w-3.5" />
Mark as
<ChevronDown className="ml-1.5 h-3.5 w-3.5" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem
onClick={() =>
bulkUpdateStatus.mutate(
{ ids: selected.map((i) => i.id), status: "sent" },
{ onSuccess: clear },
)
}
>
<Send className="mr-2 h-4 w-4" /> Mark Sent
</DropdownMenuItem>
<DropdownMenuItem
onClick={() =>
bulkUpdateStatus.mutate(
{ ids: selected.map((i) => i.id), status: "paid" },
{ onSuccess: clear },
)
}
>
<CheckCircle className="mr-2 h-4 w-4" /> Mark Paid
</DropdownMenuItem>
<DropdownMenuItem
onClick={() =>
bulkUpdateStatus.mutate(
{ ids: selected.map((i) => i.id), status: "draft" },
{ onSuccess: clear },
)
}
>
<FileText className="mr-2 h-4 w-4" /> Mark Draft
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
<Button
variant="destructive"
size="sm"
disabled={bulkDelete.isPending}
onClick={() => {
setPendingBulkDelete(selected);
setBulkDeleteDialogOpen(true);
}}
>
<Trash2 className="mr-1.5 h-3.5 w-3.5" />
Delete ({selected.length})
</Button>
</>
)}
/>
{/* Single delete dialog */}
<Dialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
<DialogContent>
<DialogHeader>
<DialogTitle>Delete Invoice</DialogTitle>
<DialogDescription>
Are you sure you want to delete invoice{" "}
<strong>{invoiceToDelete?.invoiceNumber}</strong> for{" "}
<strong>{invoiceToDelete?.client?.name}</strong>? This action
cannot be undone.
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button
variant="outline"
onClick={() => setDeleteDialogOpen(false)}
disabled={deleteInvoice.isPending}
>
Cancel
</Button>
<Button
variant="destructive"
onClick={() =>
invoiceToDelete &&
deleteInvoice.mutate({ id: invoiceToDelete.id })
}
disabled={deleteInvoice.isPending}
>
{deleteInvoice.isPending ? "Deleting..." : "Delete Invoice"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Bulk delete dialog */}
<Dialog
open={bulkDeleteDialogOpen}
onOpenChange={setBulkDeleteDialogOpen}
>
<DialogContent>
<DialogHeader>
<DialogTitle>
Delete {pendingBulkDelete.length} Invoice
{pendingBulkDelete.length !== 1 ? "s" : ""}
</DialogTitle>
<DialogDescription>
This will permanently delete {pendingBulkDelete.length} invoice
{pendingBulkDelete.length !== 1 ? "s" : ""}. This action cannot be
undone.
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button
variant="outline"
onClick={() => setBulkDeleteDialogOpen(false)}
disabled={bulkDelete.isPending}
>
Cancel
</Button>
<Button
variant="destructive"
onClick={() =>
bulkDelete.mutate({ ids: pendingBulkDelete.map((i) => i.id) })
}
disabled={bulkDelete.isPending}
>
{bulkDelete.isPending
? "Deleting..."
: `Delete ${pendingBulkDelete.length} Invoice${pendingBulkDelete.length !== 1 ? "s" : ""}`}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</>
);
}
@@ -0,0 +1,5 @@
import { redirect } from "next/navigation";
export default function ImportPage() {
redirect("/dashboard/settings?tab=data");
}
@@ -0,0 +1,13 @@
"use client";
import { Suspense } from "react";
import InvoiceForm from "~/components/forms/invoice-form";
export default function NewInvoicePage() {
return (
<Suspense fallback={null}>
<InvoiceForm />
</Suspense>
);
}
@@ -0,0 +1,40 @@
import Link from "next/link";
import { Suspense } from "react";
import { api, HydrateClient } from "~/trpc/server";
import { Button } from "~/components/ui/button";
import { DashboardPageHeader } from "~/components/layout/page-header";
import { DashboardPage } from "~/components/layout/dashboard-page";
import { Plus } from "lucide-react";
import { InvoicesDataTable } from "./_components/invoices-data-table";
import { DataTableSkeleton } from "~/components/data/data-table";
// Invoices Table Component
async function InvoicesTable() {
const invoices = await api.invoices.getAll();
return <InvoicesDataTable invoices={invoices} />;
}
export default async function InvoicesPage() {
return (
<DashboardPage>
<DashboardPageHeader
title="Invoices"
description="Manage your invoices and track payments"
>
<Button asChild variant="default" className="hover-lift shadow-md">
<Link href="/dashboard/invoices/new">
<Plus className="mr-2 h-5 w-5" />
<span>Create Invoice</span>
</Link>
</Button>
</DashboardPageHeader>
<HydrateClient>
<Suspense fallback={<DataTableSkeleton columns={7} rows={5} />}>
<InvoicesTable />
</Suspense>
</HydrateClient>
</DashboardPage>
);
}
@@ -0,0 +1,537 @@
"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>
);
}
@@ -0,0 +1,331 @@
"use client";
import { useState } from "react";
import { api, type RouterOutputs } from "~/trpc/react";
import { DashboardPageHeader } from "~/components/layout/page-header";
import { DashboardPage } from "~/components/layout/dashboard-page";
import {
PageTabs,
PageTabsContent,
PageTabsList,
PageTabsTrigger,
} from "~/components/layout/page-tabs";
import { Button } from "~/components/ui/button";
import { Card, CardContent } from "~/components/ui/card";
import { Badge } from "~/components/ui/badge";
import { Input } from "~/components/ui/input";
import { Label } from "~/components/ui/label";
import { Textarea } from "~/components/ui/textarea";
import { Checkbox } from "~/components/ui/checkbox";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import { Tabs, TabsList, TabsTrigger } from "~/components/ui/tabs";
import { toast } from "sonner";
import { Plus, Pencil, Trash2, FileText, Star } from "lucide-react";
interface TemplateForm {
name: string;
type: "notes" | "terms";
content: string;
isDefault: boolean;
}
const defaultForm: TemplateForm = {
name: "",
type: "notes",
content: "",
isDefault: false,
};
type InvoiceTemplate = RouterOutputs["invoiceTemplates"]["getAll"][number];
interface TemplateListProps {
items: InvoiceTemplate[];
type: "notes" | "terms";
isLoading: boolean;
onCreate: (type: "notes" | "terms") => void;
onEdit: (template: InvoiceTemplate) => void;
onDelete: (id: string) => void;
}
function TemplateList({
items,
type,
isLoading,
onCreate,
onEdit,
onDelete,
}: TemplateListProps) {
return (
<div className="space-y-3">
<div className="flex justify-end">
<Button size="sm" onClick={() => onCreate(type)}>
<Plus className="mr-1.5 h-3.5 w-3.5" /> New{" "}
{type === "notes" ? "Notes" : "Terms"} Template
</Button>
</div>
{isLoading ? (
<div className="text-muted-foreground py-8 text-center text-sm">
Loading...
</div>
) : items.length === 0 ? (
<div className="text-muted-foreground py-8 text-center text-sm">
No {type} templates yet.
</div>
) : (
items.map((template) => (
<Card key={template.id}>
<CardContent className="p-4">
<div className="flex items-start justify-between gap-3">
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<p className="font-medium">{template.name}</p>
{template.isDefault && (
<Badge variant="secondary" className="text-xs">
<Star className="mr-1 h-3 w-3" /> Default
</Badge>
)}
</div>
<p className="text-muted-foreground mt-1 line-clamp-3 text-sm whitespace-pre-wrap">
{template.content}
</p>
</div>
<div className="flex flex-shrink-0 gap-1">
<Button
variant="ghost"
size="sm"
className="h-8 w-8 p-0"
onClick={() => onEdit(template)}
>
<Pencil className="h-3.5 w-3.5" />
</Button>
<Button
variant="ghost"
size="sm"
className="text-destructive h-8 w-8 p-0"
onClick={() => onDelete(template.id)}
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
</div>
</div>
</CardContent>
</Card>
))
)}
</div>
);
}
export default function TemplatesPage() {
const [open, setOpen] = useState(false);
const [editId, setEditId] = useState<string | null>(null);
const [form, setForm] = useState<TemplateForm>(defaultForm);
const [deleteId, setDeleteId] = useState<string | null>(null);
const [tab, setTab] = useState<"notes" | "terms">("notes");
const utils = api.useUtils();
const { data: templates = [], isLoading } =
api.invoiceTemplates.getAll.useQuery();
const create = api.invoiceTemplates.create.useMutation({
onSuccess: () => {
toast.success("Template created");
void utils.invoiceTemplates.getAll.invalidate();
setOpen(false);
setForm(defaultForm);
},
onError: (e) => toast.error(e.message),
});
const update = api.invoiceTemplates.update.useMutation({
onSuccess: () => {
toast.success("Template updated");
void utils.invoiceTemplates.getAll.invalidate();
setOpen(false);
setEditId(null);
setForm(defaultForm);
},
onError: (e) => toast.error(e.message),
});
const del = api.invoiceTemplates.delete.useMutation({
onSuccess: () => {
toast.success("Template deleted");
void utils.invoiceTemplates.getAll.invalidate();
setDeleteId(null);
},
onError: (e) => toast.error(e.message),
});
const handleOpen = (type: "notes" | "terms") => {
setEditId(null);
setForm({ ...defaultForm, type });
setOpen(true);
};
const handleEdit = (t: InvoiceTemplate) => {
setEditId(t.id);
setForm({
name: t.name,
type: t.type as "notes" | "terms",
content: t.content,
isDefault: t.isDefault,
});
setOpen(true);
};
const handleSubmit = () => {
if (!form.name.trim()) {
toast.error("Name is required");
return;
}
if (!form.content.trim()) {
toast.error("Content is required");
return;
}
if (editId) update.mutate({ id: editId, ...form });
else create.mutate(form);
};
const notesTemplates = templates.filter((t) => t.type === "notes");
const termsTemplates = templates.filter((t) => t.type === "terms");
return (
<DashboardPage className="pb-6">
<DashboardPageHeader
title="Invoice Templates"
description="Reusable notes and payment terms for your invoices"
/>
<PageTabs value={tab} onValueChange={(v) => setTab(v as "notes" | "terms")}>
<PageTabsList>
<PageTabsTrigger value="notes">
<FileText className="mr-1.5 h-4 w-4" /> Notes (
{notesTemplates.length})
</PageTabsTrigger>
<PageTabsTrigger value="terms">
<FileText className="mr-1.5 h-4 w-4" /> Terms (
{termsTemplates.length})
</PageTabsTrigger>
</PageTabsList>
<PageTabsContent value="notes">
<TemplateList
items={notesTemplates}
type="notes"
isLoading={isLoading}
onCreate={handleOpen}
onEdit={handleEdit}
onDelete={setDeleteId}
/>
</PageTabsContent>
<PageTabsContent value="terms">
<TemplateList
items={termsTemplates}
type="terms"
isLoading={isLoading}
onCreate={handleOpen}
onEdit={handleEdit}
onDelete={setDeleteId}
/>
</PageTabsContent>
</PageTabs>
{/* Create/Edit dialog */}
<Dialog open={open} onOpenChange={setOpen}>
<DialogContent className="sm:max-w-lg">
<DialogHeader>
<DialogTitle>
{editId ? "Edit Template" : "New Template"}
</DialogTitle>
</DialogHeader>
<div className="space-y-4 py-2">
<div className="space-y-2">
<Label>Name *</Label>
<Input
value={form.name}
onChange={(e) =>
setForm((p) => ({ ...p, name: e.target.value }))
}
placeholder="e.g. Standard Payment Terms"
/>
</div>
<div className="space-y-2">
<Label>Type</Label>
<Tabs
value={form.type}
onValueChange={(v) =>
setForm((p) => ({ ...p, type: v as "notes" | "terms" }))
}
>
<TabsList className="grid w-full grid-cols-2">
<TabsTrigger value="notes">Notes</TabsTrigger>
<TabsTrigger value="terms">Terms</TabsTrigger>
</TabsList>
</Tabs>
</div>
<div className="space-y-2">
<Label>Content *</Label>
<Textarea
value={form.content}
onChange={(e) =>
setForm((p) => ({ ...p, content: e.target.value }))
}
placeholder="Template content…"
className="min-h-[120px]"
/>
</div>
<label className="flex cursor-pointer items-center gap-2">
<Checkbox
checked={form.isDefault}
onCheckedChange={(v) =>
setForm((p) => ({ ...p, isDefault: !!v }))
}
/>
<span className="text-sm">Set as default for {form.type}</span>
</label>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setOpen(false)}>
Cancel
</Button>
<Button
onClick={handleSubmit}
disabled={create.isPending || update.isPending}
>
{create.isPending || update.isPending
? "Saving…"
: editId
? "Update"
: "Create"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Delete dialog */}
<Dialog open={!!deleteId} onOpenChange={(o) => !o && setDeleteId(null)}>
<DialogContent>
<DialogHeader>
<DialogTitle>Delete Template</DialogTitle>
<DialogDescription>This action cannot be undone.</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>
);
}