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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
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@@ -1,5 +1,5 @@
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import { z } from "zod";
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import { eq } from "drizzle-orm";
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import { eq, inArray } from "drizzle-orm";
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import { createTRPCRouter, protectedProcedure } from "../trpc";
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import {
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invoices,
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@@ -29,6 +29,7 @@ const createInvoiceSchema = z.object({
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status: z.enum(["draft", "sent", "paid"]).default("draft"),
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notes: z.string().optional().or(z.literal("")),
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taxRate: z.number().min(0).max(100).default(0),
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currency: z.string().length(3).default("USD"),
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items: z.array(invoiceItemSchema).min(1, "At least one item is required"),
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});
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@@ -410,47 +411,76 @@ export const invoicesRouter = createTRPCRouter({
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.input(updateStatusSchema)
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.mutation(async ({ ctx, input }) => {
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try {
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// Verify invoice exists and belongs to user
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const invoice = await ctx.db.query.invoices.findFirst({
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where: eq(invoices.id, input.id),
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});
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if (!invoice) {
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throw new TRPCError({
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code: "NOT_FOUND",
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message: "Invoice not found",
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});
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throw new TRPCError({ code: "NOT_FOUND", message: "Invoice not found" });
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}
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if (invoice.createdById !== ctx.session.user.id) {
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throw new TRPCError({
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code: "FORBIDDEN",
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message: "You don't have permission to update this invoice",
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});
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throw new TRPCError({ code: "FORBIDDEN", message: "You don't have permission to update this invoice" });
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}
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await ctx.db
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.update(invoices)
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.set({
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status: input.status,
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updatedAt: new Date(),
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})
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.set({ status: input.status, updatedAt: new Date() })
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.where(eq(invoices.id, input.id));
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console.log("Status update completed successfully");
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return {
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success: true,
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message: `Invoice status updated to ${input.status}`,
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};
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return { success: true, message: `Invoice status updated to ${input.status}` };
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} catch (error) {
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console.error("UpdateStatus error:", error);
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if (error instanceof TRPCError) throw error;
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throw new TRPCError({
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code: "INTERNAL_SERVER_ERROR",
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message: "Failed to update invoice status",
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cause: error,
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});
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throw new TRPCError({ code: "INTERNAL_SERVER_ERROR", message: "Failed to update invoice status", cause: error });
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}
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}),
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bulkUpdateStatus: protectedProcedure
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.input(z.object({
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ids: z.array(z.string()).min(1),
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status: z.enum(["draft", "sent", "paid"]),
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}))
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.mutation(async ({ ctx, input }) => {
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// Only update invoices owned by this user
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const owned = await ctx.db.query.invoices.findMany({
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where: inArray(invoices.id, input.ids),
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columns: { id: true, createdById: true },
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});
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const ownedIds = owned
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.filter((inv) => inv.createdById === ctx.session.user.id)
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.map((inv) => inv.id);
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if (ownedIds.length === 0) {
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throw new TRPCError({ code: "NOT_FOUND", message: "No matching invoices found" });
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}
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await ctx.db
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.update(invoices)
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.set({ status: input.status, updatedAt: new Date() })
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.where(inArray(invoices.id, ownedIds));
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return { success: true, updated: ownedIds.length };
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}),
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bulkDelete: protectedProcedure
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.input(z.object({ ids: z.array(z.string()).min(1) }))
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.mutation(async ({ ctx, input }) => {
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const owned = await ctx.db.query.invoices.findMany({
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where: inArray(invoices.id, input.ids),
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columns: { id: true, createdById: true },
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});
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const ownedIds = owned
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.filter((inv) => inv.createdById === ctx.session.user.id)
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.map((inv) => inv.id);
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if (ownedIds.length === 0) {
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throw new TRPCError({ code: "NOT_FOUND", message: "No matching invoices found" });
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}
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await ctx.db.delete(invoices).where(inArray(invoices.id, ownedIds));
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return { success: true, deleted: ownedIds.length };
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}),
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});
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