Commit Graph

43 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 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 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 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 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -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 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 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 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 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
soconnor c6fa9c4ac1 Update date picker, mobile styling 2025-07-16 03:27:56 -04:00
soconnor 76711d2c10 Update invoice page layout and mobile styling
- Improve responsive layout and spacing for better mobile experience
- Refactor invoice skeleton loader for consistent appearance
- Revise padding and spacing for better content hierarchy
- Add sticky header navigation and floating action bar
- Update icon sizes and button styles for better touch targets
2025-07-15 23:59:35 -04:00
soconnor f505c9ff33 Update homepage design with gradients and styling 2025-07-15 20:31:28 -04:00
soconnor 339684d132 Add clickable rows and standardize action button styles
The changes add row click functionality and consistent action button
styling across data tables. Main updates:

- Add `onRowClick` handler to make rows clickable and navigate to
  details pages
- Add `data-action-button` attribute to exclude action buttons from row
  click
- Fix TypeScript errors and types
2025-07-15 20:07:00 -04:00
soconnor ea8531bde6 fix: update responsive visibility classes in invoices data table
- Change visibility classes from 'xs' to 'sm' for header and cell elements in the invoices data table to improve responsiveness on larger screens.
- This adjustment ensures better alignment with the recent enhancements made to the dashboard layout and UI components.
2025-07-15 03:06:12 -04:00
soconnor c0279c4095 feat: enhance dashboard layout and UI components for improved responsiveness
- Introduce new 'xs' screen size in Tailwind configuration for better mobile support
- Update dashboard layout to use a cosmic gradient background for a modern look
- Refactor Quick Actions component for improved styling and layout consistency
- Add Current Open Invoice Card for quick access to ongoing invoices
- Standardize button sizes across various components for a cohesive user experience
- Implement responsive design adjustments in invoice forms and data tables

This update enhances the overall user experience by improving responsiveness and visual appeal across the dashboard and related components.
2025-07-15 03:04:10 -04:00
soconnor c9a664869c feat: improve invoice view responsiveness and settings UX
- Replace custom invoice items table with responsive DataTable component
- Fix server/client component error by creating InvoiceItemsTable client
  component
- Merge danger zone with actions sidebar and use destructive button
  variant
- Standardize button text sizing across all action buttons
- Remove false claims from homepage (testimonials, ratings, fake user
  counts)
- Focus homepage messaging on freelancers with honest feature
  descriptions
- Fix dark mode support throughout app by replacing hard-coded colors
  with semantic classes
- Remove aggressive red styling from settings, add subtle red accents
  only
- Align import/export buttons and improve delete confirmation UX
- Update dark mode background to have subtle green tint instead of pure
  black
- Fix HTML nesting error in AlertDialog by using div instead of nested p
  tags

This update makes the invoice view properly responsive, removes
misleading marketing claims, and ensures consistent dark mode support
across the entire application.
2025-07-15 02:35:55 -04:00
soconnor f331136090 feat: polish invoice editor and viewer UI with custom NumberInput
component

- Create custom NumberInput component with increment/decrement buttons
- Add 0.25 step increments for hours and rates in invoice forms
- Implement emerald-themed styling with hover states and accessibility
- Add keyboard navigation (arrow keys) and proper ARIA support
- Condense invoice editor tax/totals section into efficient grid layout
- Update client dropdown to single-line format (name + email)
- Add fixed footer with floating action bar pattern matching business
  forms
- Redesign invoice viewer with better space utilization and visual
  hierarchy
- Maintain professional appearance and consistent design system
- Fix Next.js 15 params Promise handling across all invoice pages
- Resolve TypeScript compilation errors and type-only imports
2025-07-15 00:29:02 -04:00
soconnor fa4bd886b3 Begin dark mode! 2025-07-12 21:46:26 -04:00
soconnor a1b40e7a9c Add Turso/Vercel deployment configuration
- Updated database connection to support Turso auth token
- Added vercel.json with bun build configuration
- Updated environment schema for production deployment
- Added new features and components for production readiness
2025-07-12 01:42:43 -04:00
soconnor 2d217fab47 feat: implement complete invoicing application with CSV import and PDF export
- Add comprehensive CSV import system with drag-and-drop upload and validation
- Create UniversalTable component with advanced filtering, searching, and batch actions
- Implement invoice management (view, edit, delete) with professional PDF export
- Add client management with full CRUD operations
- Set up authentication with NextAuth.js and email/password login
- Configure database schema with users, clients, invoices, and invoice_items tables
- Build responsive UI with shadcn/ui components and emerald branding
- Add type-safe API layer with tRPC and Zod validation
- Include proper error handling and user feedback with toast notifications
- Set up development environment with Bun, TypeScript, and Tailwind CSS
2025-07-10 04:07:19 -04:00