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fbeca7cfeeba271766f42233e444558a5d7dd528
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6 Commits
Author SHA1 Message Date
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 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 9370d5c935 Build fixes, email preview system 2025-07-29 19:45:38 -04:00
soconnor 07f190bce2 Add settings page, port to turso 2025-07-12 20:10:39 -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