Commit Graph
19 Commits
Author SHA1 Message Date
soconnorandCursor 1928084acb Add draft-only invoicing rules, send reminders, and time clock billing.
Restrict line item edits to draft invoices, auto-create drafts on clock-out,
and add sendReminderAt scheduling with dashboard due reminders.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-22 16:06:11 -04:00
soconnorandCursor 5c28b33e9f Unify time tracking on server-backed entries with updateRunning.
Consolidates dashboard and invoice timers onto shared time-entry APIs so clock-in state, invoice linking, and clock-out flow stay consistent across surfaces.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-17 22:36:39 -04:00
soconnor 190fbd433b fix: sort chronologically 2026-06-12 00:11:00 -04:00
Claude e03c553b7f Add temporary PDF preview links via public token TTL
- Schema: add publicTokenExpiresAt to invoices table
- invoices.generatePublicToken: accepts optional ttlHours param; sets
  expiry timestamp when provided
- invoices.getByPublicToken: returns 403 if token is expired
- New route GET /api/i/[token]/pdf: streams the invoice PDF publicly,
  returns 410 Gone if expired; excluded from auth middleware
- MCP invoices_generate_public_token: exposes ttlHours, returns both
  webUrl (/i/{token}) and pdfUrl (/api/i/{token}/pdf)

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:37:17 +00:00
Claude c0a333710f Complete MCP coverage: 58 tools, invoice filters, templates, email config, profile
MCP expanded from 49 to 58 tools:
- templates_list, templates_list_by_type, templates_create, templates_update,
  templates_delete — full invoice template CRUD
- businesses_get_email_config, businesses_update_email_config — configure
  per-business Resend API key and sending domain
- profile_get, profile_update — user profile read/write

invoices_list now accepts optional status and clientId filters (e.g. list
all draft invoices, or all invoices for a specific client). Backed by a
new optional input on invoices.getAll in the tRPC router.

https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:33:13 +00:00
soconnorandClaude Sonnet 4.6 f0c34160df 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>
2026-05-10 17:17:58 -04:00
soconnorandClaude Sonnet 4.6 7819e438df feat: add fuzzy autocomplete and NL quick-add for invoice line items
- Description field now shows a fuzzy-matched dropdown of past line items
  (description, hours, rate) as you type via Fuse.js — zero server cost
- Selecting a suggestion pre-fills description, hours, and rate in one click
- NL quick-add bar lets you type e.g. "3hrs web design @120" + Enter to
  append a fully-parsed line item without clicking through fields
- New tRPC query `getLineItemHistory` returns deduplicated past line items
  for the current user, ordered by recency
- New `parseLineItem` utility handles hours/rate extraction via regex

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 03:08:00 -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 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
soconnor 3ebec7aa4a refactor: migrate authentication system and update Drizzle schema. 2025-11-29 02:26:26 -05:00
soconnor 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -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 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 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