Commit Graph

64 Commits

Author SHA1 Message Date
soconnor 0e46fdafb2 feat: add administration page and account role management
- Implemented `AdministrationContent` component for managing account roles.
- Created `AdministrationPage` to serve as the main entry point for administration tasks.
- Added PDF preview functionality with `PdfPreviewFrame` component for invoice generation.
- Introduced `InputColor` component for advanced color selection with various formats.
- Established color conversion utilities in `color-converter.ts` for handling color formats.
- Defined appearance-related schemas and types in `appearance.ts` for consistent theme management.
2026-04-30 10:50:50 -04:00
soconnor ddc2b42672 Refactor invoice data table and templates page for improved readability and functionality
- Cleaned up imports and formatted code for better readability in invoices-data-table.tsx.
- Enhanced invoice interface definitions for clarity.
- Improved toast messages for bulk delete and update actions.
- Refactored date formatting and status type retrieval for better readability.
- Simplified template management in templates page, extracting TemplateList component.
- Added registration toggle based on environment variable DISABLE_SIGNUPS.
- Updated navbar to conditionally render registration link based on allowRegistration prop.
- Enhanced error handling and validation in expenses and settings routers.
- Improved PDF export footer handling.
- Updated TRPC react integration for cleaner type imports.
2026-04-29 22:49:07 -04:00
soconnor dbb739b060 refactor: update SendEmailPage layout and remove SendEmailDialog component 2026-04-28 01:30:38 -04:00
soconnor bd3181fb9d feat: add PDF preview functionality and normalize email message handling 2026-04-28 01:26:47 -04:00
soconnor 915ec103fc feat: add email message field to invoices and update related components 2026-04-28 01:06:45 -04:00
soconnor 84a5d997b4 refactor: remove InvoiceView component and update related email and invoice handling
- Deleted the InvoiceView component to streamline the codebase.
- Updated EmailPreview and SendEmailDialog components to include currency and notes fields.
- Enhanced invoice-form to handle default hourly rates and improved item mapping.
- Refactored email template generation to include notes and currency formatting.
- Adjusted API routers for invoices to calculate totals and handle notes and currency correctly.
2026-04-28 00:34:56 -04:00
soconnor fbeca7cfee feat: remove start.sh script and add appearance preferences management
- Deleted the start.sh script for container management.
- Added AGENTS.md for project guidelines and development principles.
- Introduced new SQL migration files for user appearance preferences and platform settings.
- Implemented appearance provider to manage user interface themes and preferences.
- Created branding utility to define and manage branding-related constants and types.

Co-authored-by: Copilot <copilot@github.com>
2026-04-27 22:24:43 -04:00
soconnor 4214a4b4de add invoice prefixes, currency passing to pdf gen 2026-04-10 01:28:14 -04:00
Claude 74f9696023 Add tax features: summary report, deductible expenses, invoice tax fix, CSV export
- Add taxDeductible boolean to expenses schema + migration 0002
- Update expenses router, form, and list to support tax-deductible flag
- Fix invoice-view tax calculation (was hardcoded $0.00; now uses taxRate)
- New Tax Summary tab in Reports: year selector, income/deductions breakdown,
  SE tax + federal income estimates, quarterly bar chart
- CSV export for accountant with income + expense rows and tax summary

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:21:08 +00:00
Claude 4c0eae4b11 Fix build: resolve Turbopack client bundle and font issues
- Move EXPENSE_CATEGORIES to ~/lib/expense-categories.ts to break
  server router import chain from client component
- Use inline import() types in trpc/react.tsx to prevent Turbopack
  from including server modules (pg, db) in the client bundle
- Replace next/font/google with system font stacks to fix build
  failures in environments without Google Fonts access

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:00:25 +00:00
Claude e6b79ce2c2 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
2026-04-05 02:34:06 +00:00
Claude ba14526fc5 Set up proper DB migrations and fix remaining mobile responsive issues
Migrations:
- drizzle.config.ts: add out: './drizzle' so drizzle-kit generate writes
  SQL migration files instead of only supporting push
- drizzle/0000_glossy_magneto.sql: initial migration capturing all 9
  current tables (users, accounts, sessions, verification_tokens,
  sso_providers, clients, businesses, invoices, invoice_items)
- src/server/db/migrate.ts: programmatic runner using drizzle-orm's
  migrate() — tracks applied migrations in __drizzle_migrations,
  safe to run on every deploy
- package.json: db:migrate now runs the programmatic runner instead of
  drizzle-kit migrate (CLI requires devDeps at runtime)
- start.sh: replace drizzle-kit push with bun src/server/db/migrate.ts
- Dockerfile: copy drizzle/ folder into the runner image so migrations
  are available at container startup

Mobile fixes:
- data-table.tsx: pagination buttons grow from 32px to 40px on mobile
  (h-10 w-10 md:h-8 md:w-8) to meet 44px touch-target guidelines
- floating-action-bar.tsx: stack left-content + action buttons to column
  layout on narrow screens (flex-col sm:flex-row), reduce padding on
  mobile (p-3 sm:p-4)
- revenue-chart.tsx: responsive chart height (h-48 md:h-64) so the chart
  doesn't consume too much vertical space on small screens

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 01:59:08 +00:00
Claude 563d77ba65 Update README and improve mobile responsiveness for invoicing UI
- README: fix auth (better-auth), database (PostgreSQL), env vars,
  Docker setup, and feature list to reflect actual implementation
- InvoicesDataTable: show status badge + amount inline on mobile
  (previously hidden behind sm: breakpoint, leaving mobile users
  with no financial or status info at a glance)
- InvoiceItemsTable: hide Date/Hours/Rate columns on mobile and
  fold that info into the Description cell as secondary text
- invoice-view.tsx header card: wrap to column layout on mobile
  so status/amount/button don't overflow narrow screens; also
  improve item rows to show date, hours, and rate as subtext

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 01:53:15 +00:00
soconnor 01f3b408e9 upd: change plugin for oidc 2026-01-14 03:30:15 -05:00
soconnor ea9dc35323 db: push sso changes 2026-01-14 03:24:30 -05:00
soconnor 1cf3dc4d6f feat: manual account linking 2026-01-14 03:20:31 -05:00
soconnor 302f3cb3f5 feat: add oidc support with authentik 2026-01-14 02:33:20 -05:00
soconnor 75c4362d97 fix: resolve all remaining type safety errors
- Create types.ts with proper TypeScript interfaces for dashboard data
- Replace all 'any' types in dashboard/page.tsx with DashboardStats and RecentInvoice
- Fix type safety in invoice-form.tsx:
  - Replace 'any' in updateItem with proper union type
  - Add generic type parameter to updateField for type safety
  - Fix status type assertion (any -> proper union type)
  - Replace || with ?? for safer null handling
- All TypeScript compilation errors resolved
- Lint down to 1 warning (false positive for 'loading' variable)
2025-12-11 20:15:29 -05:00
soconnor cf4ef928b8 fix: resolve majority of lint errors across codebase
- Remove unused imports from page.tsx, clients/page.tsx, invoices/page.tsx
- Remove unused imports from invoice-form.tsx, invoice-workspace.tsx
- Move CustomTooltip outside component in revenue-chart.tsx (fixes react-hooks/static-components)
- Fix type safety in umami.ts (any -> unknown)
- Fix type safety in sidebar-provider.tsx (add type assertion)
- Add no-op comments to empty fallback functions in animation-preferences-provider.tsx
- Fix type safety in invoice-workspace.tsx (any[] -> typed array)

Note: dashboard/page.tsx still has ~55 type safety warnings related to 'any' types
in stats/invoice data. These are pre-existing and would require significant refactoring
of the dashboard data flow to properly type. TypeScript compilation passes.
2025-12-11 20:05:34 -05:00
soconnor 1a3c2e08ce refactor: improve invoice editor UX and fix visual issues
- Remove clock icons and hour text from calendar month view, show only activity bars
- Fix calendar week view mobile layout (2-column grid instead of vertical stack)
- Update invoice form skeleton to match actual layout structure
- Add client-side validation for empty invoice item descriptions with auto-scroll to error
- Fix hourly rate defaulting logic with proper type guards
- Update invoice details skeleton to match page structure with PageHeader
- Fix hydration error in sidebar (div inside button -> span)
- Improve dashboard chart color consistency (draft status now matches monthly metrics)
- Fix mobile header layout to prevent text squishing (vertical stack on mobile)
- Add IDs to invoice line items for scroll-into-view functionality
2025-12-11 19:57:54 -05:00
soconnor 39fdf16280 feat: Implement a new dashboard shell with animated background, refactor dashboard data fetching into a dedicated API route, and introduce new UI components.** 2025-12-10 03:16:36 -05:00
soconnor 03579bc625 feat: Implement database persistence and synchronization for user theme preferences 2025-11-29 03:08:10 -05:00
soconnor 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -05:00
soconnor c88e5d9d82 feat: Implement dynamic accent color selection and refactor appearance settings 2025-11-29 00:49:24 -05:00
soconnor 10e1ca8396 feat: Add comprehensive theme management with mode and color selectors, alongside new fonts. 2025-11-27 23:31:10 -05:00
soconnor 35ca35c28a Clean up unused imports and refactor type definitions
- Remove unused `cn` import from theme-selector - Remove unused `Slot`
import from badge - Remove unused `X` icon import from switch - Replace
empty interface extends with type alias in input - Replace empty
interface extends with type alias in textarea - Add "secondary" variant
to button type props - Replace "brand" variant with "default" in
client-list and invoice cards
2025-11-25 02:01:16 -05:00
soconnor 75ce36cf9c Update Next.js to v15.5.6 and upgrade dependencies
Bump Next.js from 15.4.5 to 15.5.6 and update related dependencies.

Also upgrade other packages to latest compatible versions including: -
Radix UI components (all minor version updates) - Tiptap editor (3.0.7 →
3.11.0) - React and React DOM (19.1.1 → 19.2.0) - TanStack Query (5.84.0
→ 5.90.10) - TypeScript and ESLint ecosystem - Tailwind CSS (4.1.11 →
4.1.17) - Various other patch and minor updates

Additionally add theme support with next-themes and multiple color
schemes (light, dark, sunset, forest).
2025-11-25 01:54:23 -05:00
soconnor a270f6c1e5 Add user-controlled animation preferences and reduce motion support
- Persist prefersReducedMotion and animationSpeedMultiplier in user
profile - Provide UI controls to toggle reduce motion and adjust
animation speed globally - Centralize animation preferences via provider
and useAnimationPreferences hook - Apply preferences to charts’
animations (duration, enabled/disabled) - Inline script in layout to
apply preferences early and avoid FOUC - Update CSS to respect user
preference with reduced motion overrides and variable animation speeds
2025-08-11 17:54:53 -04:00
soconnor 46767ca7e2 Improve input validation and data sanitization
The changes add consistent string trimming, better null handling, and
improved validation logic across the business and client forms.
2025-08-11 02:48:24 -04:00
soconnor a680f89a46 Add business nickname support across app and API 2025-08-11 01:50:20 -04:00
soconnor 93ffdf3c86 Add global animation system and entrance effects to UI 2025-08-01 14:21:10 -04:00
soconnor eaf185d89e Responsive flow for mobile updates 2025-08-01 13:51:41 -04:00
soconnor 4f249fc777 Refactor data export logic and fix whitespace in styles
The message body wasn't needed since the subject line adequately
describes the changes: refactoring the data export handling into a
separate callback function and fixing extra whitespace in CSS class
names.
2025-08-01 03:42:32 -04:00
soconnor 9de86df070 Fix edit invoice initialization and routing
The form initialization logic for editing invoices was improved to
handle route changes correctly. The edit link path was fixed and cache
invalidation was added to ensure fresh data on navigation.
2025-08-01 03:33:19 -04:00
soconnor e53d5944d0 Graph styling 2025-08-01 00:18:11 -04:00
soconnor 43b8fd6c9e Use theme-aware chart colors and update color variables 2025-07-31 23:10:55 -04:00
soconnor 817689001c New invoice bug fix 2025-07-31 18:54:24 -04:00
soconnor 2a4f78a762 Theme overhaul - missing files 2025-07-31 18:37:45 -04:00
soconnor 8a2565adad Theme overhaul 2025-07-31 18:37:33 -04:00
soconnor acc8731e09 Add confirmation dialog before sending invoice email
The commit adds a confirmation dialog when sending invoices, improves
error handling with retries, and refines email-related UI text.
2025-07-29 20:15:40 -04:00
soconnor 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -04:00
soconnor 51872a3277 Convert invoice view to client component
This conversion enables client-side features like delete functionality
with confirmation dialog and live data updates through React Query
2025-07-20 03:57:33 -04:00
soconnor d5f9d1f583 Add invoice deletion functionality
The changes implement deletion capabilities for invoices with proper UI
feedback and confirmation dialogs.
2025-07-20 03:51:34 -04:00
soconnor 3ac6e4d5b8 Update Next.js to version 15.4.2 and refactor invoice pages
- Upgrade Next.js and related packages for improved performance and security
- Refactor invoice-related pages to streamline navigation and enhance user experience
- Consolidate invoice editing and viewing functionality into a single page
- Remove deprecated edit page and implement a new view page for invoices
- Update links and routing for consistency across the dashboard
2025-07-18 20:18:43 -04:00
soconnor e9eb9c03eb Badge colors! 2025-07-17 02:08:27 -04:00
soconnor 5f02bc1ff3 Refactor import page and add password change feature
This commit overhauls the invoice import UI and adds password
management. The changes:

- Replace custom import UI with reusable CSVImportPage component
- Add password change functionality with validation
- Improve form styling and accessibility
- Update import instructions for simplified CSV format
- Add client selection and validation
2025-07-16 14:40:15 -04:00
soconnor 1023bc0c2b Rebrand color scheme from emerald/green to teal/blue 2025-07-16 14:30:01 -04:00
soconnor b5784061eb Refactor clients section to use client components
The commit makes several updates to the client-related pages in the
dashboard:

- Convert client edit/new pages to client components
- Remove server-side rendering wrappers
- Update client detail page styling and layout
- Add back button to client detail page
- Fix ID param handling in edit page
- Adjust visual styles and spacing

I focused on capturing the key changes while staying within the 50
character limit for the subject line and using the imperative mood. The
subject line alone adequately describes the core change without needing
a message body.
2025-07-16 14:19:50 -04:00
soconnor 4976c13f32 Improve business details page layout and styling
The changes focus on improving the layout, styling and UX of the
business details pages by:
- Streamlining the edit page layout
- Adding consistent card styling and spacing
- Improving header structure and actions
- Enhancing content organization with separators
- Updating icon styles and colors
- Refining typography and spacing
2025-07-16 13:43:45 -04:00
soconnor 572a10f30f Fix escaped quotes in CSV sample and data loading 2025-07-16 13:22:53 -04:00