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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
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@@ -4,6 +4,8 @@ import {
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Users,
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FileText,
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Building,
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Receipt,
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BarChart2,
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} from "lucide-react";
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export interface NavLink {
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@@ -25,6 +27,8 @@ export const navigationConfig: NavSection[] = [
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{ name: "Clients", href: "/dashboard/clients", icon: Users },
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{ name: "Businesses", href: "/dashboard/businesses", icon: Building },
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{ name: "Invoices", href: "/dashboard/invoices", icon: FileText },
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{ name: "Expenses", href: "/dashboard/expenses", icon: Receipt },
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{ name: "Reports", href: "/dashboard/reports", icon: BarChart2 },
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],
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},
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{
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