Commit Graph

36 Commits

Author SHA1 Message Date
soconnor 4214a4b4de add invoice prefixes, currency passing to pdf gen 2026-04-10 01:28:14 -04:00
soconnor af392e1bc9 remove reordering controls, add auto sort 2026-04-09 23:27:45 -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 fb5ffc3195 upd: upgrade dependencies and improve invoice form layout 2026-04-04 21:09:24 -04:00
soconnor 1b6dfbb460 Fix invoice edit cache invalidation issue
- Add cache invalidation after invoice create/update mutations
- Properly invalidate both getById and getAll queries
- Prevents stale data from being displayed after saving
- Fixes flaky behavior where updates didn't appear immediately
2026-01-14 13:21:49 -05:00
soconnor 180f14dfb0 feat: improve invoice calendar item display and date picker icon button styling 2025-12-14 22:02:04 -05:00
soconnor 32cffa34fa feat: Enhance DatePicker and NumberInput components, refactor invoice line item UI, sort invoice items by date, and remove Vercel configuration. 2025-12-14 21:13:18 -05:00
soconnor ed0dacb435 feat: Implement a new CountUp component and refactor calendar day details to use a Sheet instead of a Dialog. 2025-12-14 02:16:29 -05:00
soconnor 91d410cbce refactor: Remove env.example, optimize invoice calendar item selection with derived state, and enhance invoice form's default hourly rate initialization and save button loading state. 2025-12-14 02:16:21 -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 50735b74ea fix: resolve lint errors in modified files
- Remove unused imports from invoice-form.tsx, sidebar.tsx, dashboard-shell.tsx
- Remove unused imports from dashboard.ts and calendar.tsx
- Fix unused parameter in invoice-calendar-view.tsx with underscore prefix
- Fix type-only import for DayButton in calendar.tsx
- All typecheck errors resolved
- Remaining lint errors are in unmodified files (pre-existing)
2025-12-11 20:01:04 -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 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 f87cc2f295 Update defaultHourlyRate dependency array in InvoiceForm 2025-08-01 03:39:23 -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 5e30d338af Prevent defaultHourlyRate from overwriting edited first item 2025-08-01 00:31:39 -04:00
soconnor e8fb8fa21c Add eslint-disable for useEffect dependency warning 2025-08-01 00:22:59 -04:00
soconnor 43b8fd6c9e Use theme-aware chart colors and update color variables 2025-07-31 23:10:55 -04:00
soconnor 8c8f09dab9 Update invoice-form.tsx 2025-07-31 19:14:11 -04:00
soconnor 2eac74ea0c Default hourly 2025-07-31 19:14:01 -04:00
soconnor d9515f7723 Make hourly rate optional for clients and invoices 2025-07-31 19:11:20 -04:00
soconnor 8a2565adad Theme overhaul 2025-07-31 18:37:33 -04:00
soconnor 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -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 505d47918e Colors! 2025-07-17 02:27:36 -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 61733979cb Add default hourly rate to client model
The changes add a new defaultHourlyRate field to clients, including form
updates and automatic rate propagation to invoices. Add default hourly
rate for clients

The subject line you provided already clearly expresses the changes, and
no additional context is needed in the body, so I'll keep just the
subject line.
2025-07-15 20:24:43 -04:00
soconnor 0d2b5de740 Adjust save button icon spacing for mobile screens 2025-07-15 20:08:25 -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 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