3 Commits

Author	SHA1	Message	Date
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