mirror of
https://github.com/soconnor0919/beenvoice.git
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Add bulk actions, multi-currency, expenses, templates, and reports
Schema (migration 0001): - clients: add currency column (default USD) - invoices: add currency column (default USD) - New expenses table: amount, currency, category, billable, reimbursable, client/invoice/business relations, notes - New invoice_templates table: name, type (notes|terms), content, isDefault API: - invoices: add bulkUpdateStatus and bulkDelete procedures (ownership-safe) - invoices: currency field threaded through create/update schemas - clients: currency field added to create/update schemas - New expenses router: full CRUD with authorization - New invoiceTemplates router: full CRUD, isDefault management per type - Root router: wire in expenses and invoiceTemplates Currency (src/lib/currency.ts): - Shared formatCurrency(amount, currency) utility replacing hardcoded USD - SUPPORTED_CURRENCIES list (17 currencies) - Invoice form: currency selector in Config card, auto-fills from client - Client form: currency selector in Billing Information card Bulk actions (invoices list): - Checkbox column with select-all support - Selection toolbar: Mark as Sent/Paid/Draft dropdown, Delete (N) button - DataTable: new selectionActions prop renders toolbar when rows selected Notes templates: - Invoice form: Notes card with textarea in Details tab - Template dropdown button appears when templates exist - /dashboard/invoices/templates: full CRUD page for notes and terms templates New pages: - /dashboard/expenses: expense list with summary cards, add/edit dialog - /dashboard/reports: KPI cards, 12-month revenue area chart, top clients bar chart, status breakdown, recent activity - Navigation: Expenses and Reports added to Main section https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
This commit is contained in:
Claude
@@ -0,0 +1,273 @@
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"use client";
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import { useState } from "react";
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import { api } from "~/trpc/react";
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import { PageHeader } from "~/components/layout/page-header";
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import { Button } from "~/components/ui/button";
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import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
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import { Badge } from "~/components/ui/badge";
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import { Input } from "~/components/ui/input";
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import { Label } from "~/components/ui/label";
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import { Checkbox } from "~/components/ui/checkbox";
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from "~/components/ui/dialog";
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from "~/components/ui/select";
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import { DatePicker } from "~/components/ui/date-picker";
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import { NumberInput } from "~/components/ui/number-input";
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import { toast } from "sonner";
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import { Plus, Pencil, Trash2, Receipt } from "lucide-react";
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import { formatCurrency, SUPPORTED_CURRENCIES } from "~/lib/currency";
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import { EXPENSE_CATEGORIES } from "~/server/api/routers/expenses";
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interface ExpenseFormData {
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date: Date;
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description: string;
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amount: number;
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currency: string;
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category: string;
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billable: boolean;
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reimbursable: boolean;
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notes: string;
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clientId: string;
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}
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const defaultForm: ExpenseFormData = {
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date: new Date(),
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description: "",
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amount: 0,
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currency: "USD",
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category: "",
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billable: false,
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reimbursable: false,
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notes: "",
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clientId: "",
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};
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export default function ExpensesPage() {
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const [open, setOpen] = useState(false);
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const [editId, setEditId] = useState<string | null>(null);
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const [form, setForm] = useState<ExpenseFormData>(defaultForm);
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const [deleteId, setDeleteId] = useState<string | null>(null);
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const utils = api.useUtils();
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const { data: expenses = [], isLoading } = api.expenses.getAll.useQuery();
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const { data: clients = [] } = api.clients.getAll.useQuery();
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const create = api.expenses.create.useMutation({
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onSuccess: () => { toast.success("Expense added"); void utils.expenses.getAll.invalidate(); setOpen(false); setForm(defaultForm); },
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onError: (e) => toast.error(e.message),
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});
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const update = api.expenses.update.useMutation({
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onSuccess: () => { toast.success("Expense updated"); void utils.expenses.getAll.invalidate(); setOpen(false); setEditId(null); setForm(defaultForm); },
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onError: (e) => toast.error(e.message),
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});
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const del = api.expenses.delete.useMutation({
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onSuccess: () => { toast.success("Expense deleted"); void utils.expenses.getAll.invalidate(); setDeleteId(null); },
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onError: (e) => toast.error(e.message),
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});
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const handleOpen = () => { setEditId(null); setForm(defaultForm); setOpen(true); };
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const handleEdit = (expense: typeof expenses[0]) => {
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setEditId(expense.id);
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setForm({
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date: new Date(expense.date),
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description: expense.description,
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amount: expense.amount,
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currency: expense.currency,
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category: expense.category ?? "",
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billable: expense.billable,
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reimbursable: expense.reimbursable,
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notes: expense.notes ?? "",
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clientId: expense.clientId ?? "",
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});
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setOpen(true);
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};
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const handleSubmit = () => {
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if (!form.description.trim()) { toast.error("Description is required"); return; }
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if (form.amount <= 0) { toast.error("Amount must be greater than 0"); return; }
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const payload = { ...form, clientId: form.clientId || undefined, category: form.category || undefined, notes: form.notes || undefined };
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if (editId) update.mutate({ id: editId, ...payload });
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else create.mutate(payload);
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};
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const totalExpenses = expenses.reduce((s, e) => s + e.amount, 0);
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const billableTotal = expenses.filter((e) => e.billable).reduce((s, e) => s + e.amount, 0);
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return (
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<div className="page-enter space-y-6 pb-6">
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<PageHeader title="Expenses" description="Track billable and non-billable expenses" variant="gradient">
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<Button onClick={handleOpen} variant="default" className="hover-lift shadow-md">
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<Plus className="mr-2 h-5 w-5" /> Add Expense
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</Button>
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</PageHeader>
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{/* Summary cards */}
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<div className="grid grid-cols-2 gap-4 sm:grid-cols-3">
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<Card>
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<CardContent className="p-4">
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<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Total</p>
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<p className="mt-1 text-2xl font-bold">{formatCurrency(totalExpenses)}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="p-4">
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<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Billable</p>
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<p className="text-primary mt-1 text-2xl font-bold">{formatCurrency(billableTotal)}</p>
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</CardContent>
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</Card>
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<Card className="col-span-2 sm:col-span-1">
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<CardContent className="p-4">
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<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Count</p>
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<p className="mt-1 text-2xl font-bold">{expenses.length}</p>
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</CardContent>
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</Card>
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</div>
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{/* Expenses list */}
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<Card>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<Receipt className="h-5 w-5" /> All Expenses
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</CardTitle>
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</CardHeader>
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<CardContent className="p-0">
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{isLoading ? (
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<div className="p-6 text-center text-sm text-muted-foreground">Loading…</div>
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) : expenses.length === 0 ? (
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<div className="p-8 text-center">
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<Receipt className="text-muted-foreground mx-auto mb-3 h-10 w-10" />
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<p className="text-muted-foreground text-sm">No expenses yet. Add your first expense.</p>
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</div>
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) : (
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<div className="divide-y">
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{expenses.map((expense) => (
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<div key={expense.id} className="flex items-start justify-between gap-3 p-4">
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<div className="min-w-0 flex-1">
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<div className="flex flex-wrap items-center gap-2">
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<p className="font-medium">{expense.description}</p>
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{expense.billable && <Badge variant="secondary" className="text-xs">Billable</Badge>}
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{expense.reimbursable && <Badge variant="outline" className="text-xs">Reimbursable</Badge>}
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{expense.category && <Badge variant="outline" className="text-xs">{expense.category}</Badge>}
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</div>
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<p className="text-muted-foreground mt-0.5 text-xs">
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{new Intl.DateTimeFormat("en-US", { month: "short", day: "numeric", year: "numeric" }).format(new Date(expense.date))}
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{expense.client ? ` · ${expense.client.name}` : ""}
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</p>
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{expense.notes && <p className="text-muted-foreground mt-1 text-xs">{expense.notes}</p>}
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</div>
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<div className="flex flex-shrink-0 items-center gap-2">
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<p className="font-semibold">{formatCurrency(expense.amount, expense.currency)}</p>
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<Button variant="ghost" size="sm" className="h-8 w-8 p-0" onClick={() => handleEdit(expense)}><Pencil className="h-3.5 w-3.5" /></Button>
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<Button variant="ghost" size="sm" className="text-destructive h-8 w-8 p-0" onClick={() => setDeleteId(expense.id)}><Trash2 className="h-3.5 w-3.5" /></Button>
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</div>
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</div>
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))}
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</div>
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)}
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</CardContent>
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</Card>
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{/* Add/Edit dialog */}
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<Dialog open={open} onOpenChange={setOpen}>
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<DialogContent className="max-h-[90vh] overflow-y-auto sm:max-w-lg">
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<DialogHeader>
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<DialogTitle>{editId ? "Edit Expense" : "Add Expense"}</DialogTitle>
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</DialogHeader>
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<div className="space-y-4 py-2">
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<div className="space-y-2">
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<Label>Description *</Label>
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<Input value={form.description} onChange={(e) => setForm((p) => ({ ...p, description: e.target.value }))} placeholder="e.g. Laptop charger" />
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</div>
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<div className="grid grid-cols-2 gap-3">
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<div className="space-y-2">
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<Label>Amount *</Label>
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<NumberInput value={form.amount} onChange={(v) => setForm((p) => ({ ...p, amount: v }))} min={0} step={0.01} />
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</div>
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<div className="space-y-2">
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<Label>Currency</Label>
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<Select value={form.currency} onValueChange={(v) => setForm((p) => ({ ...p, currency: v }))}>
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<SelectTrigger><SelectValue /></SelectTrigger>
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<SelectContent>{SUPPORTED_CURRENCIES.map((c) => <SelectItem key={c.code} value={c.code}>{c.code}</SelectItem>)}</SelectContent>
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</Select>
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</div>
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</div>
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<div className="grid grid-cols-2 gap-3">
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<div className="space-y-2">
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<Label>Date</Label>
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<DatePicker date={form.date} onDateChange={(d) => setForm((p) => ({ ...p, date: d ?? new Date() }))} className="w-full" />
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</div>
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<div className="space-y-2">
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<Label>Category</Label>
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<Select value={form.category || "none"} onValueChange={(v) => setForm((p) => ({ ...p, category: v === "none" ? "" : v }))}>
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<SelectTrigger><SelectValue placeholder="Select…" /></SelectTrigger>
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<SelectContent>
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<SelectItem value="none">None</SelectItem>
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{EXPENSE_CATEGORIES.map((c) => <SelectItem key={c} value={c}>{c}</SelectItem>)}
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</SelectContent>
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</Select>
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</div>
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</div>
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<div className="space-y-2">
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<Label>Client (optional)</Label>
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<Select value={form.clientId || "none"} onValueChange={(v) => setForm((p) => ({ ...p, clientId: v === "none" ? "" : v }))}>
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<SelectTrigger><SelectValue placeholder="No client" /></SelectTrigger>
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<SelectContent>
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<SelectItem value="none">No client</SelectItem>
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{clients.map((c) => <SelectItem key={c.id} value={c.id}>{c.name}</SelectItem>)}
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</SelectContent>
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</Select>
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</div>
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<div className="flex gap-6">
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<label className="flex cursor-pointer items-center gap-2">
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<Checkbox checked={form.billable} onCheckedChange={(v) => setForm((p) => ({ ...p, billable: !!v }))} />
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<span className="text-sm">Billable</span>
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</label>
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<label className="flex cursor-pointer items-center gap-2">
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<Checkbox checked={form.reimbursable} onCheckedChange={(v) => setForm((p) => ({ ...p, reimbursable: !!v }))} />
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<span className="text-sm">Reimbursable</span>
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</label>
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</div>
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<div className="space-y-2">
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<Label>Notes (optional)</Label>
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<Input value={form.notes} onChange={(e) => setForm((p) => ({ ...p, notes: e.target.value }))} placeholder="Additional details…" />
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</div>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => setOpen(false)}>Cancel</Button>
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<Button onClick={handleSubmit} disabled={create.isPending || update.isPending}>
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{create.isPending || update.isPending ? "Saving…" : editId ? "Update" : "Add Expense"}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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{/* Delete dialog */}
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<Dialog open={!!deleteId} onOpenChange={(o) => !o && setDeleteId(null)}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>Delete Expense</DialogTitle>
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<DialogDescription>This action cannot be undone.</DialogDescription>
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</DialogHeader>
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<DialogFooter>
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<Button variant="outline" onClick={() => setDeleteId(null)}>Cancel</Button>
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<Button variant="destructive" onClick={() => deleteId && del.mutate({ id: deleteId })} disabled={del.isPending}>
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{del.isPending ? "Deleting…" : "Delete"}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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</div>
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);
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}
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@@ -3,7 +3,8 @@
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import { useState } from "react";
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import Link from "next/link";
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import { useRouter } from "next/navigation";
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import type { ColumnDef } from "@tanstack/react-table";
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import type { ColumnDef, Row } from "@tanstack/react-table";
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import { Checkbox } from "~/components/ui/checkbox";
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import { Button } from "~/components/ui/button";
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import { StatusBadge, type StatusType } from "~/components/data/status-badge";
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import { PDFDownloadButton } from "~/app/dashboard/invoices/[id]/_components/pdf-download-button";
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@@ -16,13 +17,19 @@ import {
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DialogHeader,
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DialogTitle,
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} from "~/components/ui/dialog";
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import { Eye, Edit, Trash2, FileText } from "lucide-react";
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from "~/components/ui/dropdown-menu";
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import { Eye, Edit, Trash2, FileText, CheckCircle, Send, ChevronDown } from "lucide-react";
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import { api } from "~/trpc/react";
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import { toast } from "sonner";
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import { getEffectiveInvoiceStatus } from "~/lib/invoice-status";
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import { formatCurrency } from "~/lib/currency";
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import type { StoredInvoiceStatus } from "~/types/invoice";
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// Type for invoice data
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interface Invoice {
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id: string;
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invoiceNumber: string;
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@@ -33,32 +40,16 @@ interface Invoice {
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status: string;
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totalAmount: number;
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taxRate: number;
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currency: string;
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notes: string | null;
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createdById: string;
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createdAt: Date;
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updatedAt: Date | null;
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client?: {
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id: string;
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name: string;
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email: string | null;
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phone: string | null;
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} | null;
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business?: {
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id: string;
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name: string;
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email: string | null;
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phone: string | null;
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} | null;
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client?: { id: string; name: string; email: string | null; phone: string | null } | null;
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business?: { id: string; name: string; email: string | null; phone: string | null } | null;
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items?: Array<{
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id: string;
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invoiceId: string;
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date: Date;
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description: string;
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hours: number;
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rate: number;
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amount: number;
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position: number;
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createdAt: Date;
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id: string; invoiceId: string; date: Date; description: string;
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hours: number; rate: number; amount: number; position: number; createdAt: Date;
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}> | null;
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}
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@@ -66,67 +57,74 @@ interface InvoicesDataTableProps {
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invoices: Invoice[];
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}
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const getStatusType = (invoice: Invoice): StatusType => {
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return getEffectiveInvoiceStatus(
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invoice.status as StoredInvoiceStatus,
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invoice.dueDate,
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) as StatusType;
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};
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const getStatusType = (invoice: Invoice): StatusType =>
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getEffectiveInvoiceStatus(invoice.status as StoredInvoiceStatus, invoice.dueDate) as StatusType;
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const formatDate = (date: Date) => {
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return new Intl.DateTimeFormat("en-US", {
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month: "short",
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day: "2-digit",
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year: "numeric",
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}).format(new Date(date));
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};
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|
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const formatCurrency = (amount: number) => {
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return new Intl.NumberFormat("en-US", {
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style: "currency",
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currency: "USD",
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}).format(amount);
|
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};
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const formatDate = (date: Date) =>
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new Intl.DateTimeFormat("en-US", { month: "short", day: "2-digit", year: "numeric" }).format(new Date(date));
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|
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export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
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const router = useRouter();
|
||||
const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
|
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const [invoiceToDelete, setInvoiceToDelete] = useState<Invoice | null>(null);
|
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const [bulkDeleteDialogOpen, setBulkDeleteDialogOpen] = useState(false);
|
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const [pendingBulkDelete, setPendingBulkDelete] = useState<Invoice[]>([]);
|
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|
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const utils = api.useUtils();
|
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|
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const deleteInvoice = api.invoices.delete.useMutation({
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onSuccess: () => {
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toast.success("Invoice deleted successfully");
|
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toast.success("Invoice deleted");
|
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void utils.invoices.getAll.invalidate();
|
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setDeleteDialogOpen(false);
|
||||
setInvoiceToDelete(null);
|
||||
},
|
||||
onError: (error) => {
|
||||
toast.error(error.message ?? "Failed to delete invoice");
|
||||
},
|
||||
onError: (e) => toast.error(e.message ?? "Failed to delete invoice"),
|
||||
});
|
||||
|
||||
const handleRowClick = (invoice: Invoice) => {
|
||||
router.push(`/dashboard/invoices/${invoice.id}`);
|
||||
};
|
||||
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 handleDelete = (invoice: Invoice) => {
|
||||
setInvoiceToDelete(invoice);
|
||||
setDeleteDialogOpen(true);
|
||||
};
|
||||
|
||||
const confirmDelete = () => {
|
||||
if (invoiceToDelete) {
|
||||
deleteInvoice.mutate({ id: invoiceToDelete.id });
|
||||
}
|
||||
};
|
||||
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>[] = [
|
||||
{
|
||||
accessorKey: "client.name",
|
||||
header: ({ column }) => (
|
||||
<DataTableColumnHeader column={column} title="Client" />
|
||||
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 (
|
||||
@@ -135,20 +133,12 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
<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>
|
||||
{/* Show status + amount inline on mobile only */}
|
||||
<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"
|
||||
/>
|
||||
<StatusBadge status={getStatusType(invoice)} className="text-xs" />
|
||||
<span className="text-foreground text-xs font-semibold">
|
||||
{formatCurrency(invoice.totalAmount)}
|
||||
{formatCurrency(invoice.totalAmount, invoice.currency)}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
@@ -158,69 +148,38 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
},
|
||||
{
|
||||
accessorKey: "issueDate",
|
||||
header: ({ column }) => (
|
||||
<DataTableColumnHeader column={column} title="Date" />
|
||||
header: ({ column }) => <DataTableColumnHeader column={column} title="Date" />,
|
||||
cell: ({ row }) => (
|
||||
<div className="min-w-0">
|
||||
<p className="truncate text-sm">{formatDate(row.getValue("issueDate") as Date)}</p>
|
||||
<p className="text-muted-foreground truncate text-xs">Due {formatDate(new Date(row.original.dueDate))}</p>
|
||||
</div>
|
||||
),
|
||||
cell: ({ row }) => {
|
||||
const date = row.getValue("issueDate");
|
||||
return (
|
||||
<div className="min-w-0">
|
||||
<p className="truncate text-sm">{formatDate(date as Date)}</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" />
|
||||
header: ({ column }) => <DataTableColumnHeader column={column} title="Status" />,
|
||||
cell: ({ row }) => (
|
||||
<StatusBadge
|
||||
status={getStatusType(row.original)}
|
||||
className={getStatusType(row.original) === "sent" ? "status-pending" : ""}
|
||||
/>
|
||||
),
|
||||
cell: ({ row }) => {
|
||||
const invoice = row.original;
|
||||
return (
|
||||
<StatusBadge
|
||||
status={getStatusType(invoice)}
|
||||
className={
|
||||
getStatusType(invoice) === "sent" ? "status-pending" : ""
|
||||
}
|
||||
/>
|
||||
);
|
||||
},
|
||||
filterFn: (row, id, value: string[]) => {
|
||||
const invoice = row.original;
|
||||
const status = getStatusType(invoice);
|
||||
return value.includes(status);
|
||||
},
|
||||
meta: {
|
||||
headerClassName: "hidden sm:table-cell",
|
||||
cellClassName: "hidden sm:table-cell",
|
||||
},
|
||||
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" />
|
||||
header: ({ column }) => <DataTableColumnHeader column={column} title="Amount" />,
|
||||
cell: ({ row }) => (
|
||||
<div className="text-right">
|
||||
<p className="text-sm font-semibold">
|
||||
{formatCurrency(row.getValue("totalAmount") as number, row.original.currency)}
|
||||
</p>
|
||||
<p className="text-muted-foreground text-xs">{row.original.items?.length ?? 0} items</p>
|
||||
</div>
|
||||
),
|
||||
cell: ({ row }) => {
|
||||
const amount = row.getValue("totalAmount");
|
||||
return (
|
||||
<div className="text-right">
|
||||
<p className="text-sm font-semibold">
|
||||
{formatCurrency(amount as number)}
|
||||
</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",
|
||||
},
|
||||
meta: { headerClassName: "hidden sm:table-cell", cellClassName: "hidden sm:table-cell" },
|
||||
},
|
||||
{
|
||||
id: "actions",
|
||||
@@ -229,33 +188,19 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
return (
|
||||
<div className="flex items-center justify-end gap-1">
|
||||
<Link href={`/dashboard/invoices/${invoice.id}`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="hover-scale h-8 w-8 p-0"
|
||||
data-action-button="true"
|
||||
>
|
||||
<Button variant="ghost" size="sm" className="hover-scale h-8 w-8 p-0" data-action-button="true">
|
||||
<Eye className="h-3.5 w-3.5" />
|
||||
</Button>
|
||||
</Link>
|
||||
<Link href={`/dashboard/invoices/${invoice.id}/edit`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="hover-scale h-8 w-8 p-0"
|
||||
data-action-button="true"
|
||||
>
|
||||
<Button variant="ghost" size="sm" className="hover-scale h-8 w-8 p-0" data-action-button="true">
|
||||
<Edit className="h-3.5 w-3.5" />
|
||||
</Button>
|
||||
</Link>
|
||||
<Button
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
variant="ghost" size="sm"
|
||||
className="hover-scale text-destructive hover:text-destructive/80 h-8 w-8 p-0"
|
||||
onClick={(e) => {
|
||||
e.stopPropagation();
|
||||
handleDelete(invoice);
|
||||
}}
|
||||
onClick={(e) => { e.stopPropagation(); setInvoiceToDelete(invoice); setDeleteDialogOpen(true); }}
|
||||
data-action-button="true"
|
||||
>
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
@@ -292,10 +237,68 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
searchKey="invoiceNumber"
|
||||
searchPlaceholder="Search invoices..."
|
||||
filterableColumns={filterableColumns}
|
||||
onRowClick={handleRowClick}
|
||||
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>
|
||||
</>
|
||||
)}
|
||||
/>
|
||||
|
||||
{/* Delete Confirmation Dialog */}
|
||||
{/* Single delete dialog */}
|
||||
<Dialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
|
||||
<DialogContent>
|
||||
<DialogHeader>
|
||||
@@ -303,21 +306,16 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
<DialogDescription>
|
||||
Are you sure you want to delete invoice{" "}
|
||||
<strong>{invoiceToDelete?.invoiceNumber}</strong> for{" "}
|
||||
<strong>{invoiceToDelete?.client?.name}</strong>? This action
|
||||
cannot be undone.
|
||||
<strong>{invoiceToDelete?.client?.name}</strong>? This action cannot be undone.
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
<DialogFooter>
|
||||
<Button
|
||||
variant="outline"
|
||||
onClick={() => setDeleteDialogOpen(false)}
|
||||
disabled={deleteInvoice.isPending}
|
||||
>
|
||||
<Button variant="outline" onClick={() => setDeleteDialogOpen(false)} disabled={deleteInvoice.isPending}>
|
||||
Cancel
|
||||
</Button>
|
||||
<Button
|
||||
variant="destructive"
|
||||
onClick={confirmDelete}
|
||||
onClick={() => invoiceToDelete && deleteInvoice.mutate({ id: invoiceToDelete.id })}
|
||||
disabled={deleteInvoice.isPending}
|
||||
>
|
||||
{deleteInvoice.isPending ? "Deleting..." : "Delete Invoice"}
|
||||
@@ -325,6 +323,31 @@ export function InvoicesDataTable({ invoices }: InvoicesDataTableProps) {
|
||||
</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 +1,214 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { api } from "~/trpc/react";
|
||||
import { PageHeader } from "~/components/layout/page-header";
|
||||
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,
|
||||
TabsContent,
|
||||
} 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 };
|
||||
|
||||
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: typeof templates[0]) => {
|
||||
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");
|
||||
|
||||
const TemplateList = ({ items, type }: { items: typeof templates; type: "notes" | "terms" }) => (
|
||||
<div className="space-y-3">
|
||||
<div className="flex justify-end">
|
||||
<Button size="sm" onClick={() => handleOpen(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((t) => (
|
||||
<Card key={t.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">{t.name}</p>
|
||||
{t.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">
|
||||
{t.content}
|
||||
</p>
|
||||
</div>
|
||||
<div className="flex flex-shrink-0 gap-1">
|
||||
<Button variant="ghost" size="sm" className="h-8 w-8 p-0" onClick={() => handleEdit(t)}>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</Button>
|
||||
<Button variant="ghost" size="sm" className="text-destructive h-8 w-8 p-0" onClick={() => setDeleteId(t.id)}>
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
))
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
|
||||
return (
|
||||
<div className="page-enter space-y-6 pb-6">
|
||||
<PageHeader
|
||||
title="Invoice Templates"
|
||||
description="Reusable notes and payment terms for your invoices"
|
||||
variant="gradient"
|
||||
/>
|
||||
|
||||
<Tabs value={tab} onValueChange={(v) => setTab(v as "notes" | "terms")}>
|
||||
<TabsList className="grid w-full grid-cols-2">
|
||||
<TabsTrigger value="notes">
|
||||
<FileText className="mr-1.5 h-4 w-4" /> Notes ({notesTemplates.length})
|
||||
</TabsTrigger>
|
||||
<TabsTrigger value="terms">
|
||||
<FileText className="mr-1.5 h-4 w-4" /> Terms ({termsTemplates.length})
|
||||
</TabsTrigger>
|
||||
</TabsList>
|
||||
<TabsContent value="notes" className="mt-4">
|
||||
<TemplateList items={notesTemplates} type="notes" />
|
||||
</TabsContent>
|
||||
<TabsContent value="terms" className="mt-4">
|
||||
<TemplateList items={termsTemplates} type="terms" />
|
||||
</TabsContent>
|
||||
</Tabs>
|
||||
|
||||
{/* 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>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,261 @@
|
||||
"use client";
|
||||
|
||||
import { useMemo } from "react";
|
||||
import { api } from "~/trpc/react";
|
||||
import { PageHeader } from "~/components/layout/page-header";
|
||||
import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
|
||||
import { StatusBadge } from "~/components/data/status-badge";
|
||||
import { formatCurrency } from "~/lib/currency";
|
||||
import { getEffectiveInvoiceStatus } from "~/lib/invoice-status";
|
||||
import type { StoredInvoiceStatus } from "~/types/invoice";
|
||||
import {
|
||||
AreaChart,
|
||||
Area,
|
||||
BarChart,
|
||||
Bar,
|
||||
XAxis,
|
||||
YAxis,
|
||||
CartesianGrid,
|
||||
Tooltip,
|
||||
ResponsiveContainer,
|
||||
} from "recharts";
|
||||
import { TrendingUp, DollarSign, Clock, Users } from "lucide-react";
|
||||
|
||||
export default function ReportsPage() {
|
||||
const { data: invoices = [], isLoading } = api.invoices.getAll.useQuery();
|
||||
const { data: stats } = api.dashboard.getStats.useQuery();
|
||||
|
||||
const now = new Date();
|
||||
|
||||
const reportData = useMemo(() => {
|
||||
if (!invoices.length) return null;
|
||||
|
||||
// Revenue by month (last 12 months)
|
||||
const monthMap: Record<string, number> = {};
|
||||
for (let i = 11; i >= 0; i--) {
|
||||
const d = new Date(now.getFullYear(), now.getMonth() - i, 1);
|
||||
const key = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`;
|
||||
monthMap[key] = 0;
|
||||
}
|
||||
|
||||
let totalRevenue = 0;
|
||||
let totalPending = 0;
|
||||
let totalHours = 0;
|
||||
let overdueCount = 0;
|
||||
|
||||
for (const inv of invoices) {
|
||||
const status = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
|
||||
if (status === "paid") {
|
||||
totalRevenue += inv.totalAmount;
|
||||
const key = `${new Date(inv.issueDate).getFullYear()}-${String(new Date(inv.issueDate).getMonth() + 1).padStart(2, "0")}`;
|
||||
if (monthMap[key] !== undefined) monthMap[key] += inv.totalAmount;
|
||||
} else if (status === "sent" || status === "overdue") {
|
||||
totalPending += inv.totalAmount;
|
||||
}
|
||||
if (status === "overdue") overdueCount++;
|
||||
totalHours += (inv.items ?? []).reduce((s, item) => s + item.hours, 0);
|
||||
}
|
||||
|
||||
const revenueByMonth = Object.entries(monthMap).map(([month, revenue]) => ({
|
||||
month: new Date(month + "-01").toLocaleDateString("en-US", { month: "short", year: "2-digit" }),
|
||||
revenue,
|
||||
}));
|
||||
|
||||
// Top clients by revenue (paid only)
|
||||
const clientMap: Record<string, { name: string; revenue: number; count: number }> = {};
|
||||
for (const inv of invoices) {
|
||||
const status = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
|
||||
if (status === "paid" && inv.client) {
|
||||
const id = inv.client.id;
|
||||
if (!clientMap[id]) clientMap[id] = { name: inv.client.name, revenue: 0, count: 0 };
|
||||
clientMap[id]!.revenue += inv.totalAmount;
|
||||
clientMap[id]!.count += 1;
|
||||
}
|
||||
}
|
||||
const topClients = Object.values(clientMap)
|
||||
.sort((a, b) => b.revenue - a.revenue)
|
||||
.slice(0, 6);
|
||||
|
||||
// Status breakdown
|
||||
const statusCount: Record<string, number> = { draft: 0, sent: 0, paid: 0, overdue: 0 };
|
||||
for (const inv of invoices) {
|
||||
const s = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
|
||||
statusCount[s] = (statusCount[s] ?? 0) + 1;
|
||||
}
|
||||
|
||||
return { revenueByMonth, topClients, totalRevenue, totalPending, totalHours, overdueCount, statusCount };
|
||||
}, [invoices]);
|
||||
|
||||
if (isLoading) {
|
||||
return (
|
||||
<div className="page-enter space-y-6">
|
||||
<PageHeader title="Reports" description="Revenue and invoice analytics" variant="gradient" />
|
||||
<div className="grid grid-cols-2 gap-4 sm:grid-cols-4">
|
||||
{[...Array(4)].map((_, i) => <div key={i} className="bg-muted h-24 animate-pulse rounded-xl" />)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const avgInvoice = invoices.length > 0 ? (reportData?.totalRevenue ?? 0) / invoices.filter((i) => getEffectiveInvoiceStatus(i.status as StoredInvoiceStatus, i.dueDate) === "paid").length || 0 : 0;
|
||||
|
||||
return (
|
||||
<div className="page-enter space-y-6 pb-6">
|
||||
<PageHeader title="Reports" description="Revenue and invoice analytics" variant="gradient" />
|
||||
|
||||
{/* KPI cards */}
|
||||
<div className="grid grid-cols-2 gap-4 sm:grid-cols-4">
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<div className="bg-primary/10 rounded p-1.5">
|
||||
<DollarSign className="text-primary h-4 w-4" />
|
||||
</div>
|
||||
<p className="text-muted-foreground text-xs font-medium">Total Revenue</p>
|
||||
</div>
|
||||
<p className="mt-2 text-2xl font-bold">{formatCurrency(reportData?.totalRevenue ?? 0)}</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<div className="bg-yellow-500/10 rounded p-1.5">
|
||||
<Clock className="h-4 w-4 text-yellow-500" />
|
||||
</div>
|
||||
<p className="text-muted-foreground text-xs font-medium">Pending</p>
|
||||
</div>
|
||||
<p className="mt-2 text-2xl font-bold">{formatCurrency(reportData?.totalPending ?? 0)}</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<div className="bg-blue-500/10 rounded p-1.5">
|
||||
<TrendingUp className="h-4 w-4 text-blue-500" />
|
||||
</div>
|
||||
<p className="text-muted-foreground text-xs font-medium">Avg Invoice</p>
|
||||
</div>
|
||||
<p className="mt-2 text-2xl font-bold">{formatCurrency(isNaN(avgInvoice) ? 0 : avgInvoice)}</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<div className="bg-green-500/10 rounded p-1.5">
|
||||
<Users className="h-4 w-4 text-green-500" />
|
||||
</div>
|
||||
<p className="text-muted-foreground text-xs font-medium">Total Hours</p>
|
||||
</div>
|
||||
<p className="mt-2 text-2xl font-bold">{(reportData?.totalHours ?? 0).toFixed(1)}h</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Revenue trend chart */}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="flex items-center gap-2">
|
||||
<TrendingUp className="h-5 w-5" /> Revenue (Last 12 Months)
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
<div className="h-48 w-full md:h-64">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<AreaChart data={reportData?.revenueByMonth ?? []}>
|
||||
<defs>
|
||||
<linearGradient id="revenueGrad" x1="0" y1="0" x2="0" y2="1">
|
||||
<stop offset="5%" stopColor="hsl(142, 76%, 36%)" stopOpacity={0.3} />
|
||||
<stop offset="95%" stopColor="hsl(142, 76%, 36%)" stopOpacity={0.02} />
|
||||
</linearGradient>
|
||||
</defs>
|
||||
<CartesianGrid strokeDasharray="3 3" className="stroke-border" />
|
||||
<XAxis dataKey="month" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} />
|
||||
<YAxis tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} tickFormatter={(v: number) => `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`} />
|
||||
<Tooltip formatter={(v: number) => [formatCurrency(v), "Revenue"]} contentStyle={{ background: "hsl(var(--card))", border: "1px solid hsl(var(--border))", borderRadius: "8px", fontSize: 12 }} />
|
||||
<Area type="monotone" dataKey="revenue" stroke="hsl(142, 76%, 36%)" fill="url(#revenueGrad)" strokeWidth={2} dot={false} />
|
||||
</AreaChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
<div className="grid grid-cols-1 gap-6 lg:grid-cols-2">
|
||||
{/* Top clients */}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="flex items-center gap-2">
|
||||
<Users className="h-5 w-5" /> Top Clients by Revenue
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{!reportData?.topClients.length ? (
|
||||
<p className="text-muted-foreground py-6 text-center text-sm">No paid invoices yet.</p>
|
||||
) : (
|
||||
<div className="h-48 md:h-56">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<BarChart data={reportData.topClients} layout="vertical">
|
||||
<XAxis type="number" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} tickFormatter={(v: number) => `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`} />
|
||||
<YAxis type="category" dataKey="name" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} width={80} />
|
||||
<Tooltip formatter={(v: number) => [formatCurrency(v), "Revenue"]} contentStyle={{ background: "hsl(var(--card))", border: "1px solid hsl(var(--border))", borderRadius: "8px", fontSize: 12 }} />
|
||||
<Bar dataKey="revenue" fill="hsl(142, 76%, 36%)" radius={[0, 4, 4, 0]} />
|
||||
</BarChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/* Invoice status breakdown */}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle>Invoice Status Breakdown</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="space-y-3">
|
||||
{Object.entries(reportData?.statusCount ?? {}).map(([status, count]) => (
|
||||
<div key={status} className="flex items-center justify-between">
|
||||
<StatusBadge status={status as never} />
|
||||
<div className="flex items-center gap-3">
|
||||
<div className="bg-muted h-2 w-24 overflow-hidden rounded-full sm:w-32">
|
||||
<div
|
||||
className="bg-primary h-full rounded-full"
|
||||
style={{ width: `${invoices.length ? (count / invoices.length) * 100 : 0}%` }}
|
||||
/>
|
||||
</div>
|
||||
<span className="text-muted-foreground w-8 text-right text-sm">{count}</span>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
{invoices.length === 0 && (
|
||||
<p className="text-muted-foreground py-6 text-center text-sm">No invoices yet.</p>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Monthly stats table */}
|
||||
{stats && (
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle>Recent Activity</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
<div className="divide-y">
|
||||
{stats.recentInvoices.map((inv) => (
|
||||
<div key={inv.id} className="flex items-center justify-between py-3">
|
||||
<div>
|
||||
<p className="font-medium">{inv.client?.name ?? "—"}</p>
|
||||
<p className="text-muted-foreground text-xs">{new Date(inv.issueDate).toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })}</p>
|
||||
</div>
|
||||
<div className="flex items-center gap-3">
|
||||
<StatusBadge status={getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate) as never} />
|
||||
<p className="font-semibold">{formatCurrency(inv.totalAmount)}</p>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user