Commit Graph

10 Commits

Author SHA1 Message Date
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