feat: add recurring invoices, public links, time tracker, payments, reminders

- Recurring invoices: schedule-based auto-generation with CRUD UI at /dashboard/invoices/recurring and POST /api/cron/generate-recurring cron endpoint
- Public invoice link: generate/revoke shareable /i/[token] page for unauthenticated clients with PDF download
- Live time tracker: localStorage-persisted timer widget in invoice editor that appends a line item on stop (rounds to nearest 0.25h)
- Partial payment tracking: record payments per invoice, auto-mark paid when fully covered, balance due display
- Send reminder: email reminder via Resend with custom message dialog and last-sent indicator

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-10 17:17:58 -04:00
co-authored by Claude Sonnet 4.6
parent 47a0ccc88c
commit f0c34160df
16 changed files with 2222 additions and 195 deletions
+128 -1
View File
@@ -1,6 +1,6 @@
import { z } from "zod";
import { desc, eq, inArray } from "drizzle-orm";
import { createTRPCRouter, protectedProcedure } from "../trpc";
import { createTRPCRouter, protectedProcedure, publicProcedure } from "../trpc";
import {
invoices,
invoiceItems,
@@ -10,6 +10,9 @@ import {
} from "~/server/db/schema";
import { TRPCError } from "@trpc/server";
import { generateInvoicePDFBlob } from "~/lib/pdf-export";
import { Resend } from "resend";
import { env } from "~/env";
import { generateReminderEmailTemplate } from "~/lib/email-templates/reminder-email";
import type { db } from "~/server/db";
type InvoiceRouterContext = {
@@ -626,4 +629,128 @@ export const invoicesRouter = createTRPCRouter({
});
}
}),
// ── Public token (shareable link) ──────────────────────────────────────────
generatePublicToken: protectedProcedure
.input(z.object({ id: z.string() }))
.mutation(async ({ ctx, input }) => {
const invoice = await ctx.db.query.invoices.findFirst({
where: eq(invoices.id, input.id),
});
if (invoice?.createdById !== ctx.session.user.id) {
throw new TRPCError({ code: "NOT_FOUND" });
}
const token = crypto.randomUUID();
await ctx.db
.update(invoices)
.set({ publicToken: token })
.where(eq(invoices.id, input.id));
return { token };
}),
revokePublicToken: protectedProcedure
.input(z.object({ id: z.string() }))
.mutation(async ({ ctx, input }) => {
const invoice = await ctx.db.query.invoices.findFirst({
where: eq(invoices.id, input.id),
});
if (invoice?.createdById !== ctx.session.user.id) {
throw new TRPCError({ code: "NOT_FOUND" });
}
await ctx.db
.update(invoices)
.set({ publicToken: null })
.where(eq(invoices.id, input.id));
return { success: true };
}),
getByPublicToken: publicProcedure
.input(z.object({ token: z.string() }))
.query(async ({ ctx, input }) => {
const invoice = await ctx.db.query.invoices.findFirst({
where: eq(invoices.publicToken, input.token),
with: { client: true, business: true, items: { orderBy: (i, { asc }) => [asc(i.position)] } },
});
if (!invoice) throw new TRPCError({ code: "NOT_FOUND" });
return invoice;
}),
// ── Send reminder ──────────────────────────────────────────────────────────
sendReminder: protectedProcedure
.input(z.object({ id: z.string(), customMessage: z.string().optional() }))
.mutation(async ({ ctx, input }) => {
const invoice = await ctx.db.query.invoices.findFirst({
where: eq(invoices.id, input.id),
with: { client: true, business: true },
});
if (invoice?.createdById !== ctx.session.user.id) {
throw new TRPCError({ code: "NOT_FOUND" });
}
if (!invoice.client?.email) {
throw new TRPCError({ code: "BAD_REQUEST", message: "Client has no email address" });
}
const userName =
invoice.business?.emailFromName ?? invoice.business?.name ?? ctx.session.user.name ?? "";
const userEmail = invoice.business?.email ?? ctx.session.user.email ?? "";
const { html, text, subject } = generateReminderEmailTemplate({
invoice: {
invoiceNumber: invoice.invoiceNumber,
issueDate: invoice.issueDate,
dueDate: invoice.dueDate,
totalAmount: invoice.totalAmount,
currency: invoice.currency,
client: { name: invoice.client.name, email: invoice.client.email },
business: invoice.business,
},
customMessage: input.customMessage,
userName,
userEmail,
});
// Resolve Resend instance (same two-tier logic as email router)
let resendInstance: Resend;
let fromEmail: string;
if (invoice.business?.resendApiKey && invoice.business?.resendDomain) {
resendInstance = new Resend(invoice.business.resendApiKey);
const fromName = invoice.business.emailFromName ?? invoice.business.name;
fromEmail = `${fromName} <noreply@${invoice.business.resendDomain}>`;
} else if (env.RESEND_API_KEY && env.RESEND_DOMAIN) {
resendInstance = new Resend(env.RESEND_API_KEY);
fromEmail = `noreply@${env.RESEND_DOMAIN}`;
} else if (env.RESEND_API_KEY) {
resendInstance = new Resend(env.RESEND_API_KEY);
fromEmail = invoice.business?.email ?? "noreply@example.com";
} else {
throw new TRPCError({
code: "BAD_REQUEST",
message: "Email delivery is not configured. Add a Resend API key.",
});
}
const result = await resendInstance.emails.send({
from: fromEmail,
to: [invoice.client.email],
subject,
html,
text,
});
if (result.error) {
throw new TRPCError({
code: "INTERNAL_SERVER_ERROR",
message: result.error.message,
});
}
await ctx.db
.update(invoices)
.set({ lastReminderSentAt: new Date() })
.where(eq(invoices.id, input.id));
return { sent: true };
}),
});