feat: add PDF preview functionality and normalize email message 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.

drizzle/0007_invoice_email_message.sql

@@ -0,0 +1,2 @@
+ALTER TABLE "beenvoice_invoice"
+ADD COLUMN "emailMessage" varchar(2000);

drizzle/meta/_journal.json

@@ -50,6 +50,13 @@
       "when": 1777338000000,
       "tag": "0006_pdf_generation_settings",
       "breakpoints": true
+    },
+    {
+      "idx": 7,
+      "version": "7",
+      "when": 1777339000000,
+      "tag": "0007_invoice_email_message",
+      "breakpoints": true
     }
   ]
 }

src/app/dashboard/invoices/[id]/_components/send-invoice-button.tsx

@@ -1,127 +0,0 @@
-"use client";
-
-import { useState } from "react";
-import { Button } from "~/components/ui/button";
-import { toast } from "sonner";
-import { api } from "~/trpc/react";
-import { Send, Loader2 } from "lucide-react";
-
-interface SendInvoiceButtonProps {
-  invoiceId: string;
-  variant?: "default" | "outline" | "ghost" | "icon";
-  className?: string;
-  showResend?: boolean;
-}
-
-export function SendInvoiceButton({
-  invoiceId,
-  variant = "outline",
-  className,
-  showResend = false,
-}: SendInvoiceButtonProps) {
-  const [isSending, setIsSending] = useState(false);
-
-  // Get utils for cache invalidation
-  const utils = api.useUtils();
-
-  // Use the new email API mutation
-  const sendInvoiceMutation = api.email.sendInvoice.useMutation({
-    onSuccess: (data) => {
-      // Show detailed success message with delivery info
-      toast.success(data.message, {
-        description: `Email ID: ${data.emailId}`,
-        duration: 5000,
-      });
-
-      // Refresh invoice data to show updated status
-      void utils.invoices.getById.invalidate({ id: invoiceId });
-    },
-    onError: (error) => {
-      // Enhanced error handling with specific error types
-      console.error("Email send error:", error);
-
-      let errorMessage = "Failed to send invoice email";
-      let errorDescription = "";
-
-      if (error.message.includes("Invalid recipient")) {
-        errorMessage = "Invalid Email Address";
-        errorDescription =
-          "Please check the client's email address and try again.";
-      } else if (error.message.includes("domain not verified")) {
-        errorMessage = "Email Configuration Issue";
-        errorDescription = "Please contact support to configure email sending.";
-      } else if (error.message.includes("rate limit")) {
-        errorMessage = "Too Many Emails";
-        errorDescription = "Please wait a moment before sending another email.";
-      } else if (error.message.includes("no email address")) {
-        errorMessage = "No Email Address";
-        errorDescription = "This client doesn't have an email address on file.";
-      } else {
-        errorDescription = error.message;
-      }
-
-      toast.error(errorMessage, {
-        description: errorDescription,
-        duration: 6000,
-      });
-    },
-  });
-
-  const handleSendInvoice = async () => {
-    if (isSending) return;
-
-    setIsSending(true);
-
-    try {
-      await sendInvoiceMutation.mutateAsync({
-        invoiceId,
-      });
-    } catch (error) {
-      // Error is already handled by the mutation's onError
-      console.error("Send invoice error:", error);
-    } finally {
-      setIsSending(false);
-    }
-  };
-
-  if (variant === "icon") {
-    return (
-      <Button
-        onClick={handleSendInvoice}
-        disabled={isSending}
-        variant="ghost"
-        size="sm"
-        className={className}
-      >
-        {isSending ? (
-          <Loader2 className="h-3 w-3 animate-spin sm:h-4 sm:w-4" />
-        ) : (
-          <Send className="h-3 w-3 sm:h-4 sm:w-4" />
-        )}
-      </Button>
-    );
-  }
-
-  return (
-    <Button
-      onClick={handleSendInvoice}
-      disabled={isSending}
-      variant={variant}
-      size="default"
-      className={`w-full shadow-sm ${className}`}
-      data-testid="send-invoice-button"
-    >
-      {isSending ? (
-        <>
-          <Loader2 className="mr-2 h-4 w-4 animate-spin" />
-          <span>Sending Email...</span>
-        </>
-      ) : (
-        <>
-          <Send className="mr-2 h-4 w-4" />
-          <span>{showResend ? "Resend Invoice" : "Send Invoice"}</span>
-        </>
-      )}
-    </Button>
-  );
-}

src/app/dashboard/invoices/[id]/_components/unified-invoice-page.tsx

@@ -1,26 +0,0 @@
-"use client";
-
-import { InvoiceView } from "~/components/data/invoice-view";
-import InvoiceForm from "~/components/forms/invoice-form";
-
-interface UnifiedInvoicePageProps {
-  invoiceId: string;
-  mode: string;
-}
-
-export function UnifiedInvoicePage({
-  invoiceId,
-  mode,
-}: UnifiedInvoicePageProps) {
-  return (
-    <div>
-      {/* Always render InvoiceForm to preserve state, but hide when in view mode */}
-      <div className={mode === "edit" ? "block" : "hidden"}>
-        <InvoiceForm invoiceId={invoiceId} />
-      </div>
-
-      {/* Show InvoiceView only when in view mode */}
-      {mode === "view" && <InvoiceView invoiceId={invoiceId} />}
-    </div>
-  );
-}

src/app/dashboard/invoices/[id]/page.tsx

@@ -99,10 +99,10 @@ function InvoiceViewContent({ invoiceId }: { invoiceId: string }) {
     }).format(new Date(date));
   };
 
-  const formatCurrency = (amount: number) => {
+  const formatCurrency = (amount: number, currency = invoice.currency) => {
     return new Intl.NumberFormat("en-US", {
       style: "currency",
-      currency: "USD",
+      currency,
     }).format(amount);
   };
 

src/app/dashboard/invoices/[id]/send/page.tsx

@@ -54,6 +54,32 @@ function SendEmailPageSkeleton() {
   );
 }
 
+function plainTextToHtml(value: string) {
+  return value
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;")
+    .replace(/\n/g, "<br>");
+}
+
+function normalizeEmailNoteHtml(value: string) {
+  const visibleText = value
+    .replace(/<br\s*\/?>/gi, "\n")
+    .replace(/<\/p>/gi, "\n")
+    .replace(/<[^>]*>/g, "")
+    .replace(/&nbsp;|\u00a0/g, " ")
+    .replace(/&amp;/g, "&")
+    .replace(/&lt;/g, "<")
+    .replace(/&gt;/g, ">")
+    .replace(/&quot;/g, '"')
+    .replace(/&#39;/g, "'")
+    .trim();
+
+  return visibleText ? value.trim() : "";
+}
+
 export default function SendEmailPage() {
   const params = useParams();
   const router = useRouter();
@@ -136,9 +162,9 @@ export default function SendEmailPage() {
         action:
           canRetry && retryCount < 2
             ? {
-              label: "Retry",
-              onClick: () => handleRetry(),
-            }
+                label: "Retry",
+                onClick: () => handleRetry(),
+              }
             : undefined,
       });
 
@@ -150,34 +176,45 @@ export default function SendEmailPage() {
   const invoice = useMemo(() => {
     return invoiceData
       ? {
-        id: invoiceData.id,
-        invoiceNumber: invoiceData.invoiceNumber,
-        issueDate: invoiceData.issueDate,
-        dueDate: invoiceData.dueDate,
-        status: invoiceData.status,
-        taxRate: invoiceData.taxRate,
-        client: invoiceData.client
-          ? {
-            name: invoiceData.client.name,
-            email: invoiceData.client.email,
-          }
-          : undefined,
-        business: invoiceData.business
-          ? {
-            name: invoiceData.business.name,
-            nickname: invoiceData.business.nickname,
-            email: invoiceData.business.email,
-          }
-          : undefined,
-        items: invoiceData.items?.map((item) => ({
-          id: item.id,
-          hours: item.hours,
-          rate: item.rate,
-        })),
-      }
+          id: invoiceData.id,
+          invoiceNumber: invoiceData.invoiceNumber,
+          issueDate: invoiceData.issueDate,
+          dueDate: invoiceData.dueDate,
+          status: invoiceData.status,
+          totalAmount: invoiceData.totalAmount,
+          taxRate: invoiceData.taxRate,
+          currency: invoiceData.currency,
+          emailMessage: invoiceData.emailMessage,
+          client: invoiceData.client
+            ? {
+                name: invoiceData.client.name,
+                email: invoiceData.client.email,
+              }
+            : undefined,
+          business: invoiceData.business
+            ? {
+                name: invoiceData.business.name,
+                nickname: invoiceData.business.nickname,
+                email: invoiceData.business.email,
+              }
+            : undefined,
+          items: invoiceData.items?.map((item) => ({
+            id: item.id,
+            date: item.date,
+            description: item.description,
+            hours: item.hours,
+            rate: item.rate,
+            amount: item.amount,
+          })),
+        }
       : undefined;
   }, [invoiceData]);
 
+  const normalizedCustomMessage = useMemo(
+    () => normalizeEmailNoteHtml(customMessage),
+    [customMessage],
+  );
+
   // Initialize email content when invoice loads
   useEffect(() => {
     if (!invoice || isInitialized) return;
@@ -191,6 +228,9 @@ export default function SendEmailPage() {
     const defaultContent = ``;
 
     setEmailContent(defaultContent);
+    setCustomMessage(
+      invoice.emailMessage ? plainTextToHtml(invoice.emailMessage) : "",
+    );
     setIsInitialized(true);
   }, [invoice, isInitialized]);
 
@@ -222,7 +262,7 @@ export default function SendEmailPage() {
         invoiceId,
         customSubject: subject,
         customContent: emailContent,
-        customMessage: customMessage?.trim() || undefined,
+        customMessage: normalizedCustomMessage,
         useHtml: true,
         ccEmails: ccEmail.trim() || undefined,
         bccEmails: bccEmail.trim() || undefined,
@@ -366,7 +406,7 @@ export default function SendEmailPage() {
                         ccEmail={ccEmail}
                         bccEmail={bccEmail}
                         content={emailContent}
-                        customMessage={customMessage}
+                        customMessage={normalizedCustomMessage}
                         invoice={invoice}
                         className="min-w-0 border-0"
                       />
@@ -552,10 +592,9 @@ export default function SendEmailPage() {
       <Dialog open={showConfirmDialog} onOpenChange={setShowConfirmDialog}>
         <DialogContent>
           <DialogHeader>
-            <DialogTitle>Send Invoice Email?</DialogTitle>
+            <DialogTitle>Confirm</DialogTitle>
             <DialogDescription>
-              This will send invoice #{invoice.invoiceNumber} to{" "}
-              <strong>{invoice.client?.email}</strong>
+              Send this invoice email to <strong>{toEmail}</strong>
               {ccEmail && (
                 <>
                   {" "}
@@ -568,14 +607,30 @@ export default function SendEmailPage() {
                   and BCC to <strong>{bccEmail}</strong>
                 </>
               )}
-              .
-              {retryCount > 0 && (
-                <div className="text-muted-foreground mt-2 text-sm">
-                  Retry attempt {retryCount} of 2
-                </div>
-              )}
+              ?
             </DialogDescription>
+            {retryCount > 0 && (
+              <p className="text-muted-foreground text-sm">
+                Retry attempt {retryCount} of 2
+              </p>
+            )}
           </DialogHeader>
+          <div className="bg-muted/30 space-y-2 border p-3 text-sm">
+            <div>
+              <span className="text-muted-foreground">Subject: </span>
+              <span className="font-medium">{subject}</span>
+            </div>
+            <div>
+              <span className="text-muted-foreground">Attachment: </span>
+              <span>invoice-{invoice.invoiceNumber}.pdf</span>
+            </div>
+            {normalizedCustomMessage && (
+              <div>
+                <span className="text-muted-foreground">Email note: </span>
+                <span>Included</span>
+              </div>
+            )}
+          </div>
           <DialogFooter>
             <Button
               variant="outline"
@@ -584,8 +639,7 @@ export default function SendEmailPage() {
               Cancel
             </Button>
             <Button onClick={confirmSendEmail} variant="default">
-              <Send className="mr-2 h-4 w-4" />
-              Send Email
+              Confirm
             </Button>
           </DialogFooter>
         </DialogContent>

src/app/dashboard/reports/page.tsx

@@ -6,7 +6,13 @@ import { PageHeader } from "~/components/layout/page-header";
 import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
 import { StatusBadge } from "~/components/data/status-badge";
 import { Button } from "~/components/ui/button";
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "~/components/ui/select";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "~/components/ui/select";
 import { Separator } from "~/components/ui/separator";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "~/components/ui/tabs";
 import { formatCurrency } from "~/lib/currency";
@@ -23,7 +29,15 @@ import {
   Tooltip,
   ResponsiveContainer,
 } from "recharts";
-import { TrendingUp, DollarSign, Clock, Users, Download, Receipt, FileText } from "lucide-react";
+import {
+  TrendingUp,
+  DollarSign,
+  Clock,
+  Users,
+  Download,
+  Receipt,
+  FileText,
+} from "lucide-react";
 
 function toNumericChartValue(value: unknown) {
   const numericValue = typeof value === "number" ? value : Number(value ?? 0);
@@ -31,20 +45,22 @@ function toNumericChartValue(value: unknown) {
 }
 
 export default function ReportsPage() {
-  const { data: invoices = [], isLoading: invoicesLoading } = api.invoices.getAll.useQuery();
-  const { data: expenses = [], isLoading: expensesLoading } = api.expenses.getAll.useQuery();
+  const { data: invoices = [], isLoading: invoicesLoading } =
+    api.invoices.getAll.useQuery();
+  const { data: expenses = [], isLoading: expensesLoading } =
+    api.expenses.getAll.useQuery();
   const { data: stats } = api.dashboard.getStats.useQuery();
 
   const isLoading = invoicesLoading || expensesLoading;
 
-  const now = new Date();
-  const currentYear = now.getFullYear();
+  const currentYear = new Date().getFullYear();
   const [taxYear, setTaxYear] = useState(String(currentYear));
 
   // Overview data (last 12 months)
   const overviewData = useMemo(() => {
     if (!invoices.length) return null;
 
+    const now = new Date();
     const monthMap: Record<string, number> = {};
     for (let i = 11; i >= 0; i--) {
       const d = new Date(now.getFullYear(), now.getMonth() - i, 1);
@@ -57,7 +73,10 @@ export default function ReportsPage() {
     let totalHours = 0;
 
     for (const inv of invoices) {
-      const status = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
+      const status = getEffectiveInvoiceStatus(
+        inv.status as StoredInvoiceStatus,
+        inv.dueDate,
+      );
       if (status === "paid") {
         totalRevenue += inv.totalAmount;
         const key = `${new Date(inv.issueDate).getFullYear()}-${String(new Date(inv.issueDate).getMonth() + 1).padStart(2, "0")}`;
@@ -69,28 +88,54 @@ export default function ReportsPage() {
     }
 
     const revenueByMonth = Object.entries(monthMap).map(([month, revenue]) => ({
-      month: new Date(month + "-01").toLocaleDateString("en-US", { month: "short", year: "2-digit" }),
+      month: new Date(month + "-01").toLocaleDateString("en-US", {
+        month: "short",
+        year: "2-digit",
+      }),
       revenue,
     }));
 
     const clientMap: Record<string, { name: string; revenue: number }> = {};
     for (const inv of invoices) {
-      const status = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
+      const status = getEffectiveInvoiceStatus(
+        inv.status as StoredInvoiceStatus,
+        inv.dueDate,
+      );
       if (status === "paid" && inv.client) {
         const id = inv.client.id;
-        if (!clientMap[id]) clientMap[id] = { name: inv.client.name, revenue: 0 };
-        clientMap[id]!.revenue += inv.totalAmount;
+        const entry = (clientMap[id] ??= {
+          name: inv.client.name,
+          revenue: 0,
+        });
+        entry.revenue += inv.totalAmount;
       }
     }
-    const topClients = Object.values(clientMap).sort((a, b) => b.revenue - a.revenue).slice(0, 6);
+    const topClients = Object.values(clientMap)
+      .sort((a, b) => b.revenue - a.revenue)
+      .slice(0, 6);
 
-    const statusCount: Record<string, number> = { draft: 0, sent: 0, paid: 0, overdue: 0 };
+    const statusCount: Record<string, number> = {
+      draft: 0,
+      sent: 0,
+      paid: 0,
+      overdue: 0,
+    };
     for (const inv of invoices) {
-      const s = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
+      const s = getEffectiveInvoiceStatus(
+        inv.status as StoredInvoiceStatus,
+        inv.dueDate,
+      );
       statusCount[s] = (statusCount[s] ?? 0) + 1;
     }
 
-    return { revenueByMonth, topClients, totalRevenue, totalPending, totalHours, statusCount };
+    return {
+      revenueByMonth,
+      topClients,
+      totalRevenue,
+      totalPending,
+      totalHours,
+      statusCount,
+    };
   }, [invoices]);
 
   // Tax summary for selected year
@@ -98,16 +143,45 @@ export default function ReportsPage() {
     const year = parseInt(taxYear);
 
     const yearInvoices = invoices.filter((inv) => {
-      const status = getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate);
-      return status === "paid" && new Date(inv.issueDate).getFullYear() === year;
+      const status = getEffectiveInvoiceStatus(
+        inv.status as StoredInvoiceStatus,
+        inv.dueDate,
+      );
+      return (
+        status === "paid" && new Date(inv.issueDate).getFullYear() === year
+      );
     });
-    const yearExpenses = expenses.filter((exp) => new Date(exp.date).getFullYear() === year);
+    const yearExpenses = expenses.filter(
+      (exp) => new Date(exp.date).getFullYear() === year,
+    );
 
-    const grossIncome = yearInvoices.reduce((s, inv) => s + inv.totalAmount, 0);
-    const taxCollected = yearInvoices.reduce((s, inv) => s + inv.totalAmount * (inv.taxRate ?? 0), 0);
+    const getSubtotal = (inv: (typeof yearInvoices)[number]) => {
+      const itemSubtotal = (inv.items ?? []).reduce(
+        (s, item) => s + item.amount,
+        0,
+      );
+      if (itemSubtotal > 0) return itemSubtotal;
+
+      const taxMultiplier = 1 + (inv.taxRate ?? 0) / 100;
+      return taxMultiplier > 0
+        ? inv.totalAmount / taxMultiplier
+        : inv.totalAmount;
+    };
+
+    const grossIncome = yearInvoices.reduce(
+      (s, inv) => s + getSubtotal(inv),
+      0,
+    );
+    const taxCollected = yearInvoices.reduce(
+      (s, inv) => s + (inv.totalAmount - getSubtotal(inv)),
+      0,
+    );
     const totalExpenses = yearExpenses.reduce((s, exp) => s + exp.amount, 0);
     const deductibleExpenses = yearExpenses
-      .filter((exp) => (exp as typeof exp & { taxDeductible?: boolean }).taxDeductible)
+      .filter(
+        (exp) =>
+          (exp as typeof exp & { taxDeductible?: boolean }).taxDeductible,
+      )
       .reduce((s, exp) => s + exp.amount, 0);
 
     const netProfit = grossIncome - deductibleExpenses;
@@ -121,24 +195,50 @@ export default function ReportsPage() {
       const qMonths = [(q - 1) * 3, (q - 1) * 3 + 1, (q - 1) * 3 + 2];
       return {
         label: `Q${q}`,
-        income: yearInvoices.filter((inv) => qMonths.includes(new Date(inv.issueDate).getMonth())).reduce((s, inv) => s + inv.totalAmount, 0),
-        expenses: yearExpenses.filter((exp) => qMonths.includes(new Date(exp.date).getMonth())).reduce((s, exp) => s + exp.amount, 0),
+        income: yearInvoices
+          .filter((inv) => qMonths.includes(new Date(inv.issueDate).getMonth()))
+          .reduce((s, inv) => s + getSubtotal(inv), 0),
+        expenses: yearExpenses
+          .filter((exp) => qMonths.includes(new Date(exp.date).getMonth()))
+          .reduce((s, exp) => s + exp.amount, 0),
       };
     });
 
-    return { grossIncome, taxCollected, totalInvoiced: grossIncome + taxCollected, totalExpenses, deductibleExpenses, netProfit, selfEmploymentTax, federalEstimate, totalEstimated, quarters, yearInvoices, yearExpenses };
+    return {
+      grossIncome,
+      taxCollected,
+      totalInvoiced: grossIncome + taxCollected,
+      totalExpenses,
+      deductibleExpenses,
+      netProfit,
+      selfEmploymentTax,
+      federalEstimate,
+      totalEstimated,
+      quarters,
+      yearInvoices,
+      yearExpenses,
+    };
   }, [invoices, expenses, taxYear]);
 
   const availableYears = useMemo(() => {
     const years = new Set<number>([currentYear, currentYear - 1]);
-    for (const inv of invoices) years.add(new Date(inv.issueDate).getFullYear());
+    for (const inv of invoices)
+      years.add(new Date(inv.issueDate).getFullYear());
     for (const exp of expenses) years.add(new Date(exp.date).getFullYear());
     return Array.from(years).sort((a, b) => b - a);
   }, [invoices, expenses, currentYear]);
 
-  const avgInvoice = invoices.length > 0
-    ? (overviewData?.totalRevenue ?? 0) / (invoices.filter((i) => getEffectiveInvoiceStatus(i.status as StoredInvoiceStatus, i.dueDate) === "paid").length || 1)
-    : 0;
+  const avgInvoice =
+    invoices.length > 0
+      ? (overviewData?.totalRevenue ?? 0) /
+        (invoices.filter(
+          (i) =>
+            getEffectiveInvoiceStatus(
+              i.status as StoredInvoiceStatus,
+              i.dueDate,
+            ) === "paid",
+        ).length || 1)
+      : 0;
 
   function exportCSV() {
     const rows: string[] = [
@@ -148,23 +248,42 @@ export default function ReportsPage() {
       "INCOME (Paid Invoices)",
       "Date,Invoice #,Client,Subtotal,Tax Rate,Tax Amount,Total",
       ...taxData.yearInvoices.map((inv) => {
-        const taxAmt = inv.totalAmount * (inv.taxRate ?? 0);
-        return [new Date(inv.issueDate).toLocaleDateString("en-US"), inv.invoiceNumber, `"${inv.client?.name ?? ""}"`, inv.totalAmount.toFixed(2), `${((inv.taxRate ?? 0) * 100).toFixed(1)}%`, taxAmt.toFixed(2), (inv.totalAmount + taxAmt).toFixed(2)].join(",");
+        const subtotal = (inv.items ?? []).reduce(
+          (s, item) => s + item.amount,
+          0,
+        );
+        const fallbackSubtotal =
+          inv.totalAmount / (1 + (inv.taxRate ?? 0) / 100);
+        const invoiceSubtotal = subtotal > 0 ? subtotal : fallbackSubtotal;
+        const taxAmt = inv.totalAmount - invoiceSubtotal;
+        return [
+          new Date(inv.issueDate).toLocaleDateString("en-US"),
+          inv.invoiceNumber,
+          `"${inv.client?.name ?? ""}"`,
+          invoiceSubtotal.toFixed(2),
+          `${(inv.taxRate ?? 0).toFixed(1)}%`,
+          taxAmt.toFixed(2),
+          inv.totalAmount.toFixed(2),
+        ].join(",");
       }),
       `,,Totals,${taxData.grossIncome.toFixed(2)},,${taxData.taxCollected.toFixed(2)},${taxData.totalInvoiced.toFixed(2)}`,
       "",
       "EXPENSES",
       "Date,Description,Category,Amount,Currency,Billable,Reimbursable,Tax Deductible",
-      ...taxData.yearExpenses.map((exp) => [
-        new Date(exp.date).toLocaleDateString("en-US"),
-        `"${exp.description}"`,
-        `"${exp.category ?? ""}"`,
-        exp.amount.toFixed(2),
-        exp.currency,
-        exp.billable ? "Yes" : "No",
-        exp.reimbursable ? "Yes" : "No",
-        (exp as typeof exp & { taxDeductible?: boolean }).taxDeductible ? "Yes" : "No",
-      ].join(",")),
+      ...taxData.yearExpenses.map((exp) =>
+        [
+          new Date(exp.date).toLocaleDateString("en-US"),
+          `"${exp.description}"`,
+          `"${exp.category ?? ""}"`,
+          exp.amount.toFixed(2),
+          exp.currency,
+          exp.billable ? "Yes" : "No",
+          exp.reimbursable ? "Yes" : "No",
+          (exp as typeof exp & { taxDeductible?: boolean }).taxDeductible
+            ? "Yes"
+            : "No",
+        ].join(","),
+      ),
       `,,Totals,${taxData.totalExpenses.toFixed(2)},,,,"Deductible: ${taxData.deductibleExpenses.toFixed(2)}"`,
       "",
       "TAX SUMMARY",
@@ -176,7 +295,9 @@ export default function ReportsPage() {
       `Est. Federal Income Tax (22%),${taxData.federalEstimate.toFixed(2)}`,
       `Total Estimated Tax,${taxData.totalEstimated.toFixed(2)}`,
     ];
-    const blob = new Blob([rows.join("\n")], { type: "text/csv;charset=utf-8;" });
+    const blob = new Blob([rows.join("\n")], {
+      type: "text/csv;charset=utf-8;",
+    });
     const url = URL.createObjectURL(blob);
     const a = document.createElement("a");
     a.href = url;
@@ -188,9 +309,15 @@ export default function ReportsPage() {
   if (isLoading) {
     return (
       <div className="page-enter space-y-6">
-        <PageHeader title="Reports" description="Revenue and tax analytics" variant="gradient" />
+        <PageHeader
+          title="Reports"
+          description="Revenue and tax analytics"
+          variant="gradient"
+        />
         <div className="grid grid-cols-2 gap-4 sm:grid-cols-4">
-          {[...Array(4)].map((_, i) => <div key={i} className="bg-muted h-24 animate-pulse rounded-xl" />)}
+          {Array.from({ length: 4 }).map((_, i) => (
+            <div key={i} className="bg-muted h-24 animate-pulse rounded-xl" />
+          ))}
         </div>
       </div>
     );
@@ -198,12 +325,20 @@ export default function ReportsPage() {
 
   return (
     <div className="page-enter space-y-6 pb-6">
-      <PageHeader title="Reports" description="Revenue and tax analytics" variant="gradient" />
+      <PageHeader
+        title="Reports"
+        description="Revenue and tax analytics"
+        variant="gradient"
+      />
 
       <Tabs defaultValue="overview">
         <TabsList className="grid w-full grid-cols-2">
-          <TabsTrigger value="overview"><TrendingUp className="mr-1.5 h-4 w-4" /> Overview</TabsTrigger>
-          <TabsTrigger value="tax"><FileText className="mr-1.5 h-4 w-4" /> Tax Summary</TabsTrigger>
+          <TabsTrigger value="overview">
+            <TrendingUp className="mr-1.5 h-4 w-4" /> Overview
+          </TabsTrigger>
+          <TabsTrigger value="tax">
+            <FileText className="mr-1.5 h-4 w-4" /> Tax Summary
+          </TabsTrigger>
         </TabsList>
 
         {/* ── OVERVIEW TAB ── */}
@@ -212,60 +347,139 @@ export default function ReportsPage() {
             <Card>
               <CardContent className="p-4">
                 <div className="flex items-center gap-2">
-                  <div className="bg-primary/10 rounded p-1.5"><DollarSign className="text-primary h-4 w-4" /></div>
-                  <p className="text-muted-foreground text-xs font-medium">Total Revenue</p>
+                  <div className="bg-primary/10 rounded p-1.5">
+                    <DollarSign className="text-primary h-4 w-4" />
+                  </div>
+                  <p className="text-muted-foreground text-xs font-medium">
+                    Total Revenue
+                  </p>
                 </div>
-                <p className="mt-2 text-2xl font-bold">{formatCurrency(overviewData?.totalRevenue ?? 0)}</p>
+                <p className="mt-2 text-2xl font-bold">
+                  {formatCurrency(overviewData?.totalRevenue ?? 0)}
+                </p>
               </CardContent>
             </Card>
             <Card>
               <CardContent className="p-4">
                 <div className="flex items-center gap-2">
-                  <div className="bg-yellow-500/10 rounded p-1.5"><Clock className="h-4 w-4 text-yellow-500" /></div>
-                  <p className="text-muted-foreground text-xs font-medium">Pending</p>
+                  <div className="rounded bg-yellow-500/10 p-1.5">
+                    <Clock className="h-4 w-4 text-yellow-500" />
+                  </div>
+                  <p className="text-muted-foreground text-xs font-medium">
+                    Pending
+                  </p>
                 </div>
-                <p className="mt-2 text-2xl font-bold">{formatCurrency(overviewData?.totalPending ?? 0)}</p>
+                <p className="mt-2 text-2xl font-bold">
+                  {formatCurrency(overviewData?.totalPending ?? 0)}
+                </p>
               </CardContent>
             </Card>
             <Card>
               <CardContent className="p-4">
                 <div className="flex items-center gap-2">
-                  <div className="bg-blue-500/10 rounded p-1.5"><TrendingUp className="h-4 w-4 text-blue-500" /></div>
-                  <p className="text-muted-foreground text-xs font-medium">Avg Invoice</p>
+                  <div className="rounded bg-blue-500/10 p-1.5">
+                    <TrendingUp className="h-4 w-4 text-blue-500" />
+                  </div>
+                  <p className="text-muted-foreground text-xs font-medium">
+                    Avg Invoice
+                  </p>
                 </div>
-                <p className="mt-2 text-2xl font-bold">{formatCurrency(isNaN(avgInvoice) ? 0 : avgInvoice)}</p>
+                <p className="mt-2 text-2xl font-bold">
+                  {formatCurrency(isNaN(avgInvoice) ? 0 : avgInvoice)}
+                </p>
               </CardContent>
             </Card>
             <Card>
               <CardContent className="p-4">
                 <div className="flex items-center gap-2">
-                  <div className="bg-green-500/10 rounded p-1.5"><Users className="h-4 w-4 text-green-500" /></div>
-                  <p className="text-muted-foreground text-xs font-medium">Total Hours</p>
+                  <div className="rounded bg-green-500/10 p-1.5">
+                    <Users className="h-4 w-4 text-green-500" />
+                  </div>
+                  <p className="text-muted-foreground text-xs font-medium">
+                    Total Hours
+                  </p>
                 </div>
-                <p className="mt-2 text-2xl font-bold">{(overviewData?.totalHours ?? 0).toFixed(1)}h</p>
+                <p className="mt-2 text-2xl font-bold">
+                  {(overviewData?.totalHours ?? 0).toFixed(1)}h
+                </p>
               </CardContent>
             </Card>
           </div>
 
           <Card>
             <CardHeader>
-              <CardTitle className="flex items-center gap-2"><TrendingUp className="h-5 w-5" /> Revenue (Last 12 Months)</CardTitle>
+              <CardTitle className="flex items-center gap-2">
+                <TrendingUp className="h-5 w-5" /> Revenue (Last 12 Months)
+              </CardTitle>
             </CardHeader>
             <CardContent>
               <div className="h-48 w-full md:h-64">
                 <ResponsiveContainer width="100%" height="100%">
                   <AreaChart data={overviewData?.revenueByMonth ?? []}>
                     <defs>
-                      <linearGradient id="revenueGrad" x1="0" y1="0" x2="0" y2="1">
-                        <stop offset="5%" stopColor="hsl(142, 76%, 36%)" stopOpacity={0.3} />
-                        <stop offset="95%" stopColor="hsl(142, 76%, 36%)" stopOpacity={0.02} />
+                      <linearGradient
+                        id="revenueGrad"
+                        x1="0"
+                        y1="0"
+                        x2="0"
+                        y2="1"
+                      >
+                        <stop
+                          offset="5%"
+                          stopColor="hsl(142, 76%, 36%)"
+                          stopOpacity={0.3}
+                        />
+                        <stop
+                          offset="95%"
+                          stopColor="hsl(142, 76%, 36%)"
+                          stopOpacity={0.02}
+                        />
                       </linearGradient>
                     </defs>
-                    <CartesianGrid strokeDasharray="3 3" className="stroke-border" />
-                    <XAxis dataKey="month" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} />
-                    <YAxis tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} tickFormatter={(v: number) => `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`} />
-                    <Tooltip formatter={(value) => [formatCurrency(toNumericChartValue(value)), "Revenue"]} contentStyle={{ background: "hsl(var(--card))", border: "1px solid hsl(var(--border))", borderRadius: "8px", fontSize: 12 }} />
-                    <Area type="monotone" dataKey="revenue" stroke="hsl(142, 76%, 36%)" fill="url(#revenueGrad)" strokeWidth={2} dot={false} />
+                    <CartesianGrid
+                      strokeDasharray="3 3"
+                      className="stroke-border"
+                    />
+                    <XAxis
+                      dataKey="month"
+                      tick={{
+                        fontSize: 11,
+                        fill: "hsl(var(--muted-foreground))",
+                      }}
+                      axisLine={false}
+                      tickLine={false}
+                    />
+                    <YAxis
+                      tick={{
+                        fontSize: 11,
+                        fill: "hsl(var(--muted-foreground))",
+                      }}
+                      axisLine={false}
+                      tickLine={false}
+                      tickFormatter={(v: number) =>
+                        `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`
+                      }
+                    />
+                    <Tooltip
+                      formatter={(value) => [
+                        formatCurrency(toNumericChartValue(value)),
+                        "Revenue",
+                      ]}
+                      contentStyle={{
+                        background: "hsl(var(--card))",
+                        border: "1px solid hsl(var(--border))",
+                        borderRadius: "8px",
+                        fontSize: 12,
+                      }}
+                    />
+                    <Area
+                      type="monotone"
+                      dataKey="revenue"
+                      stroke="hsl(142, 76%, 36%)"
+                      fill="url(#revenueGrad)"
+                      strokeWidth={2}
+                      dot={false}
+                    />
                   </AreaChart>
                 </ResponsiveContainer>
               </div>
@@ -275,19 +489,62 @@ export default function ReportsPage() {
           <div className="grid grid-cols-1 gap-6 lg:grid-cols-2">
             <Card>
               <CardHeader>
-                <CardTitle className="flex items-center gap-2"><Users className="h-5 w-5" /> Top Clients by Revenue</CardTitle>
+                <CardTitle className="flex items-center gap-2">
+                  <Users className="h-5 w-5" /> Top Clients by Revenue
+                </CardTitle>
               </CardHeader>
               <CardContent>
                 {!overviewData?.topClients.length ? (
-                  <p className="text-muted-foreground py-6 text-center text-sm">No paid invoices yet.</p>
+                  <p className="text-muted-foreground py-6 text-center text-sm">
+                    No paid invoices yet.
+                  </p>
                 ) : (
                   <div className="h-48 md:h-56">
                     <ResponsiveContainer width="100%" height="100%">
-                      <BarChart data={overviewData.topClients} layout="vertical">
-                        <XAxis type="number" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} tickFormatter={(v: number) => `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`} />
-                        <YAxis type="category" dataKey="name" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} width={80} />
-                        <Tooltip formatter={(value) => [formatCurrency(toNumericChartValue(value)), "Revenue"]} contentStyle={{ background: "hsl(var(--card))", border: "1px solid hsl(var(--border))", borderRadius: "8px", fontSize: 12 }} />
-                        <Bar dataKey="revenue" fill="hsl(142, 76%, 36%)" radius={[0, 4, 4, 0]} />
+                      <BarChart
+                        data={overviewData.topClients}
+                        layout="vertical"
+                      >
+                        <XAxis
+                          type="number"
+                          tick={{
+                            fontSize: 11,
+                            fill: "hsl(var(--muted-foreground))",
+                          }}
+                          axisLine={false}
+                          tickLine={false}
+                          tickFormatter={(v: number) =>
+                            `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`
+                          }
+                        />
+                        <YAxis
+                          type="category"
+                          dataKey="name"
+                          tick={{
+                            fontSize: 11,
+                            fill: "hsl(var(--muted-foreground))",
+                          }}
+                          axisLine={false}
+                          tickLine={false}
+                          width={80}
+                        />
+                        <Tooltip
+                          formatter={(value) => [
+                            formatCurrency(toNumericChartValue(value)),
+                            "Revenue",
+                          ]}
+                          contentStyle={{
+                            background: "hsl(var(--card))",
+                            border: "1px solid hsl(var(--border))",
+                            borderRadius: "8px",
+                            fontSize: 12,
+                          }}
+                        />
+                        <Bar
+                          dataKey="revenue"
+                          fill="hsl(142, 76%, 36%)"
+                          radius={[0, 4, 4, 0]}
+                        />
                       </BarChart>
                     </ResponsiveContainer>
                   </div>
@@ -296,38 +553,76 @@ export default function ReportsPage() {
             </Card>
 
             <Card>
-              <CardHeader><CardTitle>Invoice Status Breakdown</CardTitle></CardHeader>
+              <CardHeader>
+                <CardTitle>Invoice Status Breakdown</CardTitle>
+              </CardHeader>
               <CardContent className="space-y-3">
-                {Object.entries(overviewData?.statusCount ?? {}).map(([status, count]) => (
-                  <div key={status} className="flex items-center justify-between">
-                    <StatusBadge status={status as never} />
-                    <div className="flex items-center gap-3">
-                      <div className="bg-muted h-2 w-24 overflow-hidden rounded-full sm:w-32">
-                        <div className="bg-primary h-full rounded-full" style={{ width: `${invoices.length ? (count / invoices.length) * 100 : 0}%` }} />
+                {Object.entries(overviewData?.statusCount ?? {}).map(
+                  ([status, count]) => (
+                    <div
+                      key={status}
+                      className="flex items-center justify-between"
+                    >
+                      <StatusBadge status={status as never} />
+                      <div className="flex items-center gap-3">
+                        <div className="bg-muted h-2 w-24 overflow-hidden rounded-full sm:w-32">
+                          <div
+                            className="bg-primary h-full rounded-full"
+                            style={{
+                              width: `${invoices.length ? (count / invoices.length) * 100 : 0}%`,
+                            }}
+                          />
+                        </div>
+                        <span className="text-muted-foreground w-8 text-right text-sm">
+                          {count}
+                        </span>
                       </div>
-                      <span className="text-muted-foreground w-8 text-right text-sm">{count}</span>
                     </div>
-                  </div>
-                ))}
-                {invoices.length === 0 && <p className="text-muted-foreground py-6 text-center text-sm">No invoices yet.</p>}
+                  ),
+                )}
+                {invoices.length === 0 && (
+                  <p className="text-muted-foreground py-6 text-center text-sm">
+                    No invoices yet.
+                  </p>
+                )}
               </CardContent>
             </Card>
           </div>
 
           {stats && (
             <Card>
-              <CardHeader><CardTitle>Recent Activity</CardTitle></CardHeader>
+              <CardHeader>
+                <CardTitle>Recent Activity</CardTitle>
+              </CardHeader>
               <CardContent>
                 <div className="divide-y">
                   {stats.recentInvoices.map((inv) => (
-                    <div key={inv.id} className="flex items-center justify-between py-3">
+                    <div
+                      key={inv.id}
+                      className="flex items-center justify-between py-3"
+                    >
                       <div>
                         <p className="font-medium">{inv.client?.name ?? "—"}</p>
-                        <p className="text-muted-foreground text-xs">{new Date(inv.issueDate).toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })}</p>
+                        <p className="text-muted-foreground text-xs">
+                          {new Date(inv.issueDate).toLocaleDateString("en-US", {
+                            month: "short",
+                            day: "numeric",
+                            year: "numeric",
+                          })}
+                        </p>
                       </div>
                       <div className="flex items-center gap-3">
-                        <StatusBadge status={getEffectiveInvoiceStatus(inv.status as StoredInvoiceStatus, inv.dueDate) as never} />
-                        <p className="font-semibold">{formatCurrency(inv.totalAmount)}</p>
+                        <StatusBadge
+                          status={
+                            getEffectiveInvoiceStatus(
+                              inv.status as StoredInvoiceStatus,
+                              inv.dueDate,
+                            ) as never
+                          }
+                        />
+                        <p className="font-semibold">
+                          {formatCurrency(inv.totalAmount)}
+                        </p>
                       </div>
                     </div>
                   ))}
@@ -343,9 +638,15 @@ export default function ReportsPage() {
             <div className="flex items-center gap-3">
               <span className="text-sm font-medium">Tax Year</span>
               <Select value={taxYear} onValueChange={setTaxYear}>
-                <SelectTrigger className="w-28"><SelectValue /></SelectTrigger>
+                <SelectTrigger className="w-28">
+                  <SelectValue />
+                </SelectTrigger>
                 <SelectContent>
-                  {availableYears.map((y) => <SelectItem key={y} value={String(y)}>{y}</SelectItem>)}
+                  {availableYears.map((y) => (
+                    <SelectItem key={y} value={String(y)}>
+                      {y}
+                    </SelectItem>
+                  ))}
                 </SelectContent>
               </Select>
             </div>
@@ -357,17 +658,27 @@ export default function ReportsPage() {
           {/* Income */}
           <Card>
             <CardHeader>
-              <CardTitle className="flex items-center gap-2"><DollarSign className="h-5 w-5" /> Income</CardTitle>
+              <CardTitle className="flex items-center gap-2">
+                <DollarSign className="h-5 w-5" /> Income
+              </CardTitle>
             </CardHeader>
             <CardContent className="space-y-3">
               <div className="flex justify-between text-sm">
-                <span className="text-muted-foreground">Gross Income (paid invoices)</span>
-                <span className="font-medium">{formatCurrency(taxData.grossIncome)}</span>
+                <span className="text-muted-foreground">
+                  Gross Income (paid invoices)
+                </span>
+                <span className="font-medium">
+                  {formatCurrency(taxData.grossIncome)}
+                </span>
               </div>
               {taxData.taxCollected > 0 && (
                 <div className="flex justify-between text-sm">
-                  <span className="text-muted-foreground">Tax Collected from Clients</span>
-                  <span className="font-medium">{formatCurrency(taxData.taxCollected)}</span>
+                  <span className="text-muted-foreground">
+                    Tax Collected from Clients
+                  </span>
+                  <span className="font-medium">
+                    {formatCurrency(taxData.taxCollected)}
+                  </span>
                 </div>
               )}
               <Separator />
@@ -381,74 +692,151 @@ export default function ReportsPage() {
           {/* Expenses */}
           <Card>
             <CardHeader>
-              <CardTitle className="flex items-center gap-2"><Receipt className="h-5 w-5" /> Expenses & Deductions</CardTitle>
+              <CardTitle className="flex items-center gap-2">
+                <Receipt className="h-5 w-5" /> Expenses & Deductions
+              </CardTitle>
             </CardHeader>
             <CardContent className="space-y-3">
               <div className="flex justify-between text-sm">
                 <span className="text-muted-foreground">Total Expenses</span>
-                <span className="font-medium">{formatCurrency(taxData.totalExpenses)}</span>
+                <span className="font-medium">
+                  {formatCurrency(taxData.totalExpenses)}
+                </span>
               </div>
               <div className="flex justify-between text-sm">
-                <span className="text-muted-foreground">Tax-Deductible Expenses</span>
-                <span className="font-medium text-green-600">{formatCurrency(taxData.deductibleExpenses)}</span>
+                <span className="text-muted-foreground">
+                  Tax-Deductible Expenses
+                </span>
+                <span className="font-medium text-green-600">
+                  {formatCurrency(taxData.deductibleExpenses)}
+                </span>
               </div>
-              {taxData.totalExpenses > 0 && taxData.deductibleExpenses === 0 && (
-                <p className="text-muted-foreground text-xs">Mark expenses as "Tax Deductible" in the Expenses page to include them here.</p>
-              )}
+              {taxData.totalExpenses > 0 &&
+                taxData.deductibleExpenses === 0 && (
+                  <p className="text-muted-foreground text-xs">
+                    Mark expenses as &quot;Tax Deductible&quot; in the Expenses
+                    page to include them here.
+                  </p>
+                )}
             </CardContent>
           </Card>
 
           {/* Estimated tax */}
           <Card>
             <CardHeader>
-              <CardTitle className="flex items-center gap-2"><FileText className="h-5 w-5" /> Estimated Tax Liability</CardTitle>
+              <CardTitle className="flex items-center gap-2">
+                <FileText className="h-5 w-5" /> Estimated Tax Liability
+              </CardTitle>
             </CardHeader>
             <CardContent className="space-y-3">
               <div className="flex justify-between text-sm">
-                <span className="text-muted-foreground">Net Profit (income − deductible expenses)</span>
-                <span className="font-medium">{formatCurrency(taxData.netProfit)}</span>
+                <span className="text-muted-foreground">
+                  Net Profit (income − deductible expenses)
+                </span>
+                <span className="font-medium">
+                  {formatCurrency(taxData.netProfit)}
+                </span>
               </div>
               <div className="flex justify-between text-sm">
-                <span className="text-muted-foreground">Self-Employment Tax (15.3% on 92.35% of net)</span>
-                <span className="font-medium">{formatCurrency(taxData.selfEmploymentTax)}</span>
+                <span className="text-muted-foreground">
+                  Self-Employment Tax (15.3% on 92.35% of net)
+                </span>
+                <span className="font-medium">
+                  {formatCurrency(taxData.selfEmploymentTax)}
+                </span>
               </div>
               <div className="flex justify-between text-sm">
-                <span className="text-muted-foreground">Federal Income Tax (est. 22% bracket)</span>
-                <span className="font-medium">{formatCurrency(taxData.federalEstimate)}</span>
+                <span className="text-muted-foreground">
+                  Federal Income Tax (est. 22% bracket)
+                </span>
+                <span className="font-medium">
+                  {formatCurrency(taxData.federalEstimate)}
+                </span>
               </div>
               <Separator />
               <div className="flex justify-between text-lg font-bold">
                 <span>Total Estimated Tax</span>
-                <span className="text-destructive">{formatCurrency(taxData.totalEstimated)}</span>
+                <span className="text-destructive">
+                  {formatCurrency(taxData.totalEstimated)}
+                </span>
               </div>
-              <p className="text-muted-foreground text-xs pt-1">
-                Assumes US self-employment tax rules and the 22% federal bracket. Consult a tax professional for accurate filing.
+              <p className="text-muted-foreground pt-1 text-xs">
+                Assumes US self-employment tax rules and the 22% federal
+                bracket. Consult a tax professional for accurate filing.
               </p>
             </CardContent>
           </Card>
 
           {/* Quarterly chart */}
           <Card>
-            <CardHeader><CardTitle>Quarterly Breakdown</CardTitle></CardHeader>
+            <CardHeader>
+              <CardTitle>Quarterly Breakdown</CardTitle>
+            </CardHeader>
             <CardContent>
               <div className="h-48 md:h-64">
                 <ResponsiveContainer width="100%" height="100%">
                   <BarChart data={taxData.quarters}>
-                    <CartesianGrid strokeDasharray="3 3" className="stroke-border" />
-                    <XAxis dataKey="label" tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} />
-                    <YAxis tick={{ fontSize: 11, fill: "hsl(var(--muted-foreground))" }} axisLine={false} tickLine={false} tickFormatter={(v: number) => `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`} />
-                    <Tooltip
-                      formatter={(value, name) => [formatCurrency(toNumericChartValue(value)), name === "income" ? "Income" : "Expenses"]}
-                      contentStyle={{ background: "hsl(var(--card))", border: "1px solid hsl(var(--border))", borderRadius: "8px", fontSize: 12 }}
+                    <CartesianGrid
+                      strokeDasharray="3 3"
+                      className="stroke-border"
+                    />
+                    <XAxis
+                      dataKey="label"
+                      tick={{
+                        fontSize: 11,
+                        fill: "hsl(var(--muted-foreground))",
+                      }}
+                      axisLine={false}
+                      tickLine={false}
+                    />
+                    <YAxis
+                      tick={{
+                        fontSize: 11,
+                        fill: "hsl(var(--muted-foreground))",
+                      }}
+                      axisLine={false}
+                      tickLine={false}
+                      tickFormatter={(v: number) =>
+                        `$${v >= 1000 ? `${(v / 1000).toFixed(0)}k` : v}`
+                      }
+                    />
+                    <Tooltip
+                      formatter={(value, name) => [
+                        formatCurrency(toNumericChartValue(value)),
+                        name === "income" ? "Income" : "Expenses",
+                      ]}
+                      contentStyle={{
+                        background: "hsl(var(--card))",
+                        border: "1px solid hsl(var(--border))",
+                        borderRadius: "8px",
+                        fontSize: 12,
+                      }}
+                    />
+                    <Bar
+                      dataKey="income"
+                      name="income"
+                      fill="hsl(142, 76%, 36%)"
+                      radius={[4, 4, 0, 0]}
+                    />
+                    <Bar
+                      dataKey="expenses"
+                      name="expenses"
+                      fill="hsl(0, 84%, 60%)"
+                      radius={[4, 4, 0, 0]}
+                      opacity={0.75}
                     />
-                    <Bar dataKey="income" name="income" fill="hsl(142, 76%, 36%)" radius={[4, 4, 0, 0]} />
-                    <Bar dataKey="expenses" name="expenses" fill="hsl(0, 84%, 60%)" radius={[4, 4, 0, 0]} opacity={0.75} />
                   </BarChart>
                 </ResponsiveContainer>
               </div>
-              <div className="mt-2 flex justify-center gap-6 text-xs text-muted-foreground">
-                <span className="flex items-center gap-1.5"><span className="inline-block h-2.5 w-2.5 rounded-sm bg-green-600" /> Income</span>
-                <span className="flex items-center gap-1.5"><span className="inline-block h-2.5 w-2.5 rounded-sm bg-red-500/75" /> Expenses</span>
+              <div className="text-muted-foreground mt-2 flex justify-center gap-6 text-xs">
+                <span className="flex items-center gap-1.5">
+                  <span className="inline-block h-2.5 w-2.5 rounded-sm bg-green-600" />{" "}
+                  Income
+                </span>
+                <span className="flex items-center gap-1.5">
+                  <span className="inline-block h-2.5 w-2.5 rounded-sm bg-red-500/75" />{" "}
+                  Expenses
+                </span>
               </div>
             </CardContent>
           </Card>

src/components/data/invoice-view.tsx

@@ -1,516 +0,0 @@
-"use client";
-
-import { useState } from "react";
-import { useRouter } from "next/navigation";
-import { api } from "~/trpc/react";
-import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
-import { Button } from "~/components/ui/button";
-
-import { StatusBadge, type StatusType } from "~/components/data/status-badge";
-import { Separator } from "~/components/ui/separator";
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from "~/components/ui/dialog";
-import { toast } from "sonner";
-import { format } from "date-fns";
-import {
-  FileText,
-  User,
-  DollarSign,
-  Trash2,
-  Download,
-  Send,
-  Clock,
-  MapPin,
-  Mail,
-  Phone,
-  AlertCircle,
-} from "lucide-react";
-import Link from "next/link";
-import { generateInvoicePDF } from "~/lib/pdf-export";
-import { Skeleton } from "~/components/ui/skeleton";
-
-interface InvoiceViewProps {
-  invoiceId: string;
-}
-
-const statusIconConfig = {
-  draft: FileText,
-  sent: Send,
-  paid: DollarSign,
-  overdue: AlertCircle,
-} as const;
-
-export function InvoiceView({ invoiceId }: InvoiceViewProps) {
-  const router = useRouter();
-  const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
-  const [isExportingPDF, setIsExportingPDF] = useState(false);
-
-  // Fetch invoice data
-  const {
-    data: invoice,
-    isLoading,
-    refetch,
-  } = api.invoices.getById.useQuery({ id: invoiceId });
-
-  // Delete mutation
-  const deleteInvoice = api.invoices.delete.useMutation({
-    onSuccess: () => {
-      toast.success("Invoice deleted successfully");
-      setDeleteDialogOpen(false);
-      router.push("/dashboard/invoices");
-    },
-    onError: (error) => {
-      toast.error(error.message ?? "Failed to delete invoice");
-    },
-  });
-
-  // Update status mutation
-  const updateStatus = api.invoices.updateStatus.useMutation({
-    onSuccess: () => {
-      toast.success("Status updated successfully");
-      void refetch();
-    },
-    onError: (error) => {
-      toast.error(error.message ?? "Failed to update status");
-    },
-  });
-
-  const handleDelete = () => {
-    setDeleteDialogOpen(true);
-  };
-
-  const confirmDelete = () => {
-    deleteInvoice.mutate({ id: invoiceId });
-  };
-
-  const handleStatusUpdate = (newStatus: "draft" | "sent" | "paid") => {
-    updateStatus.mutate({ id: invoiceId, status: newStatus });
-  };
-
-  const handlePDFExport = async () => {
-    if (!invoice) return;
-
-    setIsExportingPDF(true);
-    try {
-      await generateInvoicePDF(invoice);
-      toast.success("PDF exported successfully");
-    } catch (error) {
-      console.error("PDF export error:", error);
-      toast.error("Failed to export PDF. Please try again.");
-    } finally {
-      setIsExportingPDF(false);
-    }
-  };
-
-  const formatCurrency = (amount: number, currency = "USD") => {
-    return new Intl.NumberFormat("en-US", {
-      style: "currency",
-      currency,
-    }).format(amount);
-  };
-
-  const formatDate = (date: Date) => {
-    return format(new Date(date), "MMM dd, yyyy");
-  };
-
-  const isOverdue =
-    invoice &&
-    new Date(invoice.dueDate) < new Date() &&
-    invoice.status !== "paid";
-
-  if (isLoading) {
-    return (
-      <div className="space-y-6">
-        <Card>
-          <CardHeader>
-            <Skeleton className="h-8 w-48" />
-            <Skeleton className="h-4 w-24" />
-          </CardHeader>
-          <CardContent>
-            <div className="space-y-4">
-              <Skeleton className="h-4 w-full" />
-              <Skeleton className="h-4 w-3/4" />
-              <Skeleton className="h-4 w-1/2" />
-            </div>
-          </CardContent>
-        </Card>
-      </div>
-    );
-  }
-
-  if (!invoice) {
-    return (
-      <div className="py-12 text-center">
-        <FileText className="text-muted mx-auto mb-4 h-12 w-12" />
-        <h3 className="text-foreground mb-2 text-lg font-medium">
-          Invoice not found
-        </h3>
-        <p className="text-muted mb-4">
-          The invoice you&apos;re looking for doesn&apos;t exist or has been
-          deleted.
-        </p>
-        <Button asChild>
-          <Link href="/dashboard/invoices">Back to Invoices</Link>
-        </Button>
-      </div>
-    );
-  }
-
-  const StatusIcon =
-    statusIconConfig[invoice.status as keyof typeof statusIconConfig];
-
-  return (
-    <div className="space-y-6">
-      {/* Status Alert */}
-      {isOverdue && (
-        <Card className="border-destructive/20 bg-destructive/10">
-          <CardContent className="p-4">
-            <div className="text-destructive flex items-center gap-2">
-              <AlertCircle className="h-5 w-5" />
-              <span className="font-medium">This invoice is overdue</span>
-            </div>
-          </CardContent>
-        </Card>
-      )}
-
-      <div className="grid grid-cols-1 gap-6 lg:grid-cols-3">
-        {/* Main Content */}
-        <div className="space-y-6 lg:col-span-2">
-          {/* Invoice Header Card */}
-          <Card className="bg-card border-border border">
-            <CardContent>
-              <div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
-                <div className="min-w-0 flex-1 space-y-4">
-                  <div className="flex items-center gap-3">
-                    <div className="bg-primary/10 flex-shrink-0 p-2">
-                      <FileText className="text-primary h-6 w-6" />
-                    </div>
-                    <div className="min-w-0">
-                      <h2 className="text-foreground truncate text-2xl font-bold">
-                        {invoice.invoiceNumber}
-                      </h2>
-                      <p className="text-muted-foreground">
-                        Professional Invoice
-                      </p>
-                    </div>
-                  </div>
-
-                  <div className="grid grid-cols-2 gap-6 text-sm">
-                    <div>
-                      <span className="text-muted-foreground">Issue Date</span>
-                      <p className="text-foreground font-medium">
-                        {formatDate(invoice.issueDate)}
-                      </p>
-                    </div>
-                    <div>
-                      <span className="text-muted-foreground">Due Date</span>
-                      <p className="text-foreground font-medium">
-                        {formatDate(invoice.dueDate)}
-                      </p>
-                    </div>
-                  </div>
-                </div>
-
-                <div className="flex flex-row items-center justify-between gap-3 sm:flex-col sm:items-end sm:text-right">
-                  <div>
-                    <StatusBadge
-                      status={invoice.status as StatusType}
-                      className="px-3 py-1 text-sm font-medium"
-                    >
-                      <StatusIcon className="mr-1 h-3 w-3" />
-                    </StatusBadge>
-                    <div className="text-primary mt-1 text-2xl font-bold sm:text-3xl">
-                      {formatCurrency(invoice.totalAmount)}
-                    </div>
-                  </div>
-                  <Button
-                    onClick={handlePDFExport}
-                    disabled={isExportingPDF}
-                    variant="default"
-                    className="flex-shrink-0 transform-none"
-                  >
-                    {isExportingPDF ? (
-                      <>
-                        <div className="mr-2 h-4 w-4 animate-spin border-2 border-white border-t-transparent" />
-                        Generating PDF...
-                      </>
-                    ) : (
-                      <>
-                        <Download className="mr-2 h-4 w-4" />
-                        Download PDF
-                      </>
-                    )}
-                  </Button>
-                </div>
-              </div>
-            </CardContent>
-          </Card>
-
-          {/* Client Information */}
-          <Card className="bg-card border-border border">
-            <CardHeader>
-              <CardTitle className="text-primary flex items-center gap-2">
-                <User className="h-5 w-5" />
-                Bill To
-              </CardTitle>
-            </CardHeader>
-            <CardContent className="space-y-4">
-              <div>
-                <h3 className="text-foreground text-lg font-semibold">
-                  {invoice.client?.name}
-                </h3>
-              </div>
-
-              <div className="grid grid-cols-1 gap-4 text-sm md:grid-cols-2">
-                {invoice.client?.email && (
-                  <div className="text-muted-foreground flex items-center gap-2">
-                    <Mail className="text-muted-foreground h-4 w-4" />
-                    {invoice.client.email}
-                  </div>
-                )}
-                {invoice.client?.phone && (
-                  <div className="text-muted-foreground flex items-center gap-2">
-                    <Phone className="text-muted-foreground h-4 w-4" />
-                    {invoice.client.phone}
-                  </div>
-                )}
-                {(invoice.client?.addressLine1 ??
-                  invoice.client?.city ??
-                  invoice.client?.state) && (
-                  <div className="text-muted-foreground flex items-start gap-2 md:col-span-2">
-                    <MapPin className="text-muted-foreground mt-0.5 h-4 w-4 flex-shrink-0" />
-                    <div>
-                      {invoice.client?.addressLine1 && (
-                        <div>{invoice.client.addressLine1}</div>
-                      )}
-                      {invoice.client?.addressLine2 && (
-                        <div>{invoice.client.addressLine2}</div>
-                      )}
-                      {(invoice.client?.city ??
-                        invoice.client?.state ??
-                        invoice.client?.postalCode) && (
-                        <div>
-                          {[
-                            invoice.client?.city,
-                            invoice.client?.state,
-                            invoice.client?.postalCode,
-                          ]
-                            .filter(Boolean)
-                            .join(", ")}
-                        </div>
-                      )}
-                      {invoice.client?.country && (
-                        <div>{invoice.client.country}</div>
-                      )}
-                    </div>
-                  </div>
-                )}
-              </div>
-            </CardContent>
-          </Card>
-
-          {/* Invoice Items */}
-          <Card className="bg-secondary border-border border">
-            <CardHeader>
-              <CardTitle className="text-primary flex items-center gap-2">
-                <Clock className="h-5 w-5" />
-                Invoice Items
-              </CardTitle>
-            </CardHeader>
-            <CardContent>
-              <div className="space-y-2">
-                {invoice.items?.map((item, index) => (
-                  <div
-                    key={item.id || index}
-                    className="bg-background flex flex-col gap-1 rounded-lg p-4 sm:flex-row sm:items-center sm:justify-between"
-                  >
-                    <div className="min-w-0 flex-1">
-                      <div className="text-foreground font-medium break-words">
-                        {item.description}
-                      </div>
-                      <div className="text-muted-foreground mt-0.5 text-sm">
-                        {formatDate(item.date)} &middot; {item.hours}h @{" "}
-                        {formatCurrency(item.rate)}/hr
-                      </div>
-                    </div>
-                    <div className="text-foreground flex-shrink-0 font-medium sm:text-right">
-                      {formatCurrency(item.amount)}
-                    </div>
-                  </div>
-                ))}
-              </div>
-            </CardContent>
-          </Card>
-
-          {/* Notes */}
-          {invoice.notes && (
-            <Card className="bg-card border-border border">
-              <CardHeader>
-                <CardTitle className="text-primary">Notes</CardTitle>
-              </CardHeader>
-              <CardContent>
-                <p className="text-muted-foreground whitespace-pre-wrap">
-                  {invoice.notes}
-                </p>
-              </CardContent>
-            </Card>
-          )}
-        </div>
-
-        {/* Sidebar */}
-        <div className="space-y-6">
-          {/* Status Actions */}
-          <Card className="bg-secondary border-border border">
-            <CardHeader>
-              <CardTitle className="text-primary">Status Actions</CardTitle>
-            </CardHeader>
-            <CardContent className="space-y-3">
-              {invoice.status === "draft" && (
-                <Button
-                  onClick={() => handleStatusUpdate("sent")}
-                  disabled={updateStatus.isPending}
-                  className="w-full"
-                >
-                  <Send className="mr-2 h-4 w-4" />
-                  Mark as Sent
-                </Button>
-              )}
-
-              {invoice.status === "sent" && (
-                <Button
-                  onClick={() => handleStatusUpdate("paid")}
-                  disabled={updateStatus.isPending}
-                  className="w-full"
-                >
-                  <DollarSign className="mr-2 h-4 w-4" />
-                  Mark as Paid
-                </Button>
-              )}
-
-              {invoice.status === "overdue" && (
-                <Button
-                  onClick={() => handleStatusUpdate("paid")}
-                  disabled={updateStatus.isPending}
-                  className="w-full"
-                >
-                  <DollarSign className="mr-2 h-4 w-4" />
-                  Mark as Paid
-                </Button>
-              )}
-
-              {invoice.status === "paid" && (
-                <div className="py-4 text-center">
-                  <DollarSign className="text-primary mx-auto mb-2 h-8 w-8" />
-                  <p className="text-primary font-medium">Invoice Paid</p>
-                </div>
-              )}
-            </CardContent>
-          </Card>
-
-          {/* Invoice Summary */}
-          <Card className="bg-card border-border border">
-            <CardHeader>
-              <CardTitle className="text-primary">Summary</CardTitle>
-            </CardHeader>
-            <CardContent className="space-y-4">
-              <div className="space-y-3">
-                <div className="flex justify-between text-sm">
-                  <span className="text-muted-foreground">Subtotal</span>
-                  <span className="text-foreground font-medium">
-                    {formatCurrency(invoice.totalAmount, invoice.currency)}
-                  </span>
-                </div>
-                {(invoice.taxRate ?? 0) > 0 && (
-                  <div className="flex justify-between text-sm">
-                    <span className="text-muted-foreground">
-                      Tax ({((invoice.taxRate ?? 0) * 100).toFixed(1)}%)
-                    </span>
-                    <span className="text-foreground font-medium">
-                      {formatCurrency(
-                        invoice.totalAmount * (invoice.taxRate ?? 0),
-                        invoice.currency,
-                      )}
-                    </span>
-                  </div>
-                )}
-                <Separator />
-                <div className="flex justify-between text-lg font-bold">
-                  <span className="text-foreground">Total</span>
-                  <span className="text-primary">
-                    {formatCurrency(
-                      invoice.totalAmount * (1 + (invoice.taxRate ?? 0)),
-                      invoice.currency,
-                    )}
-                  </span>
-                </div>
-              </div>
-
-              <div className="border-border border-t pt-4 text-center">
-                <p className="text-muted-foreground text-sm">
-                  {invoice.items?.length ?? 0} item
-                  {invoice.items?.length !== 1 ? "s" : ""}
-                </p>
-              </div>
-            </CardContent>
-          </Card>
-
-          {/* Danger Zone */}
-          <Card className="bg-card border-destructive/20 border">
-            <CardHeader>
-              <CardTitle className="text-destructive">Danger Zone</CardTitle>
-            </CardHeader>
-            <CardContent>
-              <Button
-                onClick={handleDelete}
-                variant="destructive"
-                className="w-full"
-              >
-                <Trash2 className="mr-2 h-4 w-4" />
-                Delete Invoice
-              </Button>
-            </CardContent>
-          </Card>
-        </div>
-      </div>
-
-      {/* Delete Confirmation Dialog */}
-      <Dialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
-        <DialogContent className="bg-card border-border border">
-          <DialogHeader>
-            <DialogTitle className="text-foreground text-xl font-bold">
-              Delete Invoice
-            </DialogTitle>
-            <DialogDescription className="text-muted-foreground">
-              Are you sure you want to delete this invoice? This action cannot
-              be undone and will permanently remove the invoice and all its
-              data.
-            </DialogDescription>
-          </DialogHeader>
-          <DialogFooter>
-            <Button
-              variant="outline"
-              onClick={() => setDeleteDialogOpen(false)}
-              className="border-border text-muted-foreground hover:bg-muted"
-            >
-              Cancel
-            </Button>
-            <Button
-              variant="destructive"
-              onClick={confirmDelete}
-              disabled={deleteInvoice.isPending}
-              className="bg-destructive hover:bg-destructive/90"
-            >
-              {deleteInvoice.isPending ? "Deleting..." : "Delete Invoice"}
-            </Button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </div>
-  );
-}

src/components/forms/email-composer.tsx

@@ -96,7 +96,7 @@ export function EmailComposer({
     content: customMessage,
     immediatelyRender: false,
     onUpdate: ({ editor }) => {
-      onCustomMessageChange?.(editor.getHTML());
+      onCustomMessageChange?.(editor.isEmpty ? "" : editor.getHTML());
     },
     editorProps: {
       attributes: {
@@ -109,7 +109,7 @@ export function EmailComposer({
   // Update editor content when customMessage prop changes
   useEffect(() => {
     if (editor && customMessage !== undefined) {
-      const currentContent = editor.getHTML();
+      const currentContent = editor.isEmpty ? "" : editor.getHTML();
       if (currentContent !== customMessage) {
         editor.commands.setContent(customMessage);
       }
@@ -133,9 +133,9 @@ export function EmailComposer({
 
   if (!editor) {
     return (
-      <div className="bg-muted flex h-[200px] items-center justify-center  border">
+      <div className="bg-muted flex h-[200px] items-center justify-center border">
         <div className="text-center">
-          <div className="border-primary mx-auto mb-2 h-4 w-4 animate-spin  border-2 border-t-transparent"></div>
+          <div className="border-primary mx-auto mb-2 h-4 w-4 animate-spin border-2 border-t-transparent"></div>
           <p className="text-muted-foreground text-sm">Loading editor...</p>
         </div>
       </div>
@@ -145,7 +145,7 @@ export function EmailComposer({
   return (
     <div className={className}>
       {/* Email Headers */}
-      <div className="bg-muted/20 space-y-4  border p-4">
+      <div className="bg-muted/20 space-y-4 border p-4">
         <div className="grid grid-cols-2 gap-4">
           <div className="space-y-2">
             <Label htmlFor="from-email" className="text-sm font-medium">
@@ -222,16 +222,15 @@ export function EmailComposer({
       {onCustomMessageChange && (
         <div className="space-y-4">
           <div>
-            <Label className="text-sm font-medium">
-              Custom Message (Optional)
-            </Label>
+            <Label className="text-sm font-medium">Email Note (Optional)</Label>
             <p className="text-muted-foreground mb-2 text-xs">
-              This message will appear between the greeting and invoice summary
+              This appears only in the email body and is not added to the
+              invoice PDF.
             </p>
           </div>
 
           {/* Editor Toolbar */}
-          <div className="bg-muted/20 flex flex-wrap items-center gap-1  border p-2">
+          <div className="bg-muted/20 flex flex-wrap items-center gap-1 border p-2">
             <MenuButton
               onClick={() => editor.chain().focus().toggleBold().run()}
               isActive={editor.isActive("bold")}

src/components/forms/email-preview.tsx

@@ -17,6 +17,7 @@ interface EmailPreviewProps {
     taxRate: number;
     status?: string;
     totalAmount?: number;
+    currency?: string | null;
     client?: {
       name: string;
       email: string | null;
@@ -27,8 +28,11 @@ interface EmailPreviewProps {
     };
     items?: Array<{
       id: string;
+      date?: Date;
+      description?: string;
       hours: number;
       rate: number;
+      amount?: number;
     }>;
   };
   className?: string;
@@ -66,7 +70,7 @@ export function EmailPreview({
           status: invoice.status ?? "draft",
           totalAmount: invoice.totalAmount ?? calculateTotal(),
           taxRate: invoice.taxRate,
-          notes: null,
+          currency: invoice.currency,
           client: {
             name: invoice.client?.name ?? "Client",
             email: invoice.client?.email ?? null,
@@ -74,11 +78,11 @@ export function EmailPreview({
           business: invoice.business ?? null,
           items:
             invoice.items?.map((item) => ({
-              date: new Date(),
-              description: "Service",
+              date: item.date ?? new Date(),
+              description: item.description ?? "Service",
               hours: item.hours,
               rate: item.rate,
-              amount: item.hours * item.rate,
+              amount: item.amount ?? item.hours * item.rate,
             })) ?? [],
         },
         customContent: content,
@@ -95,7 +99,7 @@ export function EmailPreview({
   return (
     <div className={className}>
       {/* Email Headers */}
-      <div className="bg-muted/20 mb-4 space-y-3  p-4">
+      <div className="bg-muted/20 mb-4 space-y-3 p-4">
         <div className="grid grid-cols-1 gap-3 text-sm md:grid-cols-3">
           <div>
             <span className="text-muted-foreground block text-xs font-medium">
@@ -142,7 +146,7 @@ export function EmailPreview({
 
       {/* Email Content */}
       {emailTemplate ? (
-        <div className=" border bg-gray-50 p-1 shadow-sm">
+        <div className="border bg-gray-50 p-1 shadow-sm">
           <iframe
             srcDoc={emailTemplate.html}
             className="h-[700px] w-full rounded border-0"

src/components/forms/invoice-form.tsx

@@ -76,6 +76,23 @@ function InvoiceFormSkeleton() {
   );
 }
 
+function getDefaultHourlyRate(value: unknown) {
+  if (typeof value !== "object" || value === null) return null;
+
+  const rate = (value as { defaultHourlyRate?: unknown }).defaultHourlyRate;
+  return typeof rate === "number" ? rate : null;
+}
+
+function plainTextToHtml(value: string) {
+  return value
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;")
+    .replace(/\n/g, "<br>");
+}
+
 export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
   const router = useRouter();
   const utils = api.useUtils();
@@ -90,6 +107,7 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
     dueDate: new Date(),
     status: "draft",
     notes: "",
+    emailMessage: "",
     taxRate: 0,
     currency: "USD",
     defaultHourlyRate: null,
@@ -109,6 +127,7 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
   const [initialized, setInitialized] = useState(false);
   const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [activeTab, setActiveTab] = useState("details");
+  const [previewTab, setPreviewTab] = useState("pdf");
 
   // Queries (Same as before)
   const { data: clients, isLoading: loadingClients } =
@@ -140,18 +159,14 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
     if (invoiceId && invoiceId !== "new" && existingInvoice && !initialized) {
       // ... (Mapping logic same as before)
       const mappedItems: InvoiceItem[] =
-        existingInvoice.items
-          ?.map((item) => ({
-            id: crypto.randomUUID(),
-            date: new Date(item.date),
-            description: item.description,
-            hours: item.hours,
-            rate: item.rate,
-            amount: item.amount,
-          }))
-          .sort(
-            (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime(),
-          ) || [];
+        existingInvoice.items?.map((item) => ({
+          id: crypto.randomUUID(),
+          date: new Date(item.date),
+          description: item.description,
+          hours: item.hours,
+          rate: item.rate,
+          amount: item.amount,
+        })) || [];
       setFormData({
         invoiceNumber: existingInvoice.invoiceNumber,
         invoicePrefix: existingInvoice.invoicePrefix ?? "#",
@@ -161,6 +176,7 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
         dueDate: new Date(existingInvoice.dueDate),
         status: existingInvoice.status as "draft" | "sent" | "paid",
         notes: existingInvoice.notes ?? "",
+        emailMessage: existingInvoice.emailMessage ?? "",
         taxRate: existingInvoice.taxRate,
         currency: existingInvoice.currency ?? "USD",
         defaultHourlyRate: existingInvoice.client?.defaultHourlyRate ?? null,
@@ -201,6 +217,45 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
     const total = subtotal + taxAmount;
     return { subtotal, taxAmount, total };
   }, [formData.items, formData.taxRate]);
+  const emailPreviewMessage = React.useMemo(
+    () => plainTextToHtml(formData.emailMessage.trim()),
+    [formData.emailMessage],
+  );
+
+  const pdfPreviewInput = React.useMemo(
+    () => ({
+      invoiceNumber: formData.invoiceNumber,
+      invoicePrefix: formData.invoicePrefix,
+      businessId: formData.businessId || "",
+      clientId: formData.clientId,
+      issueDate: formData.issueDate,
+      dueDate: formData.dueDate,
+      status: formData.status,
+      notes: formData.notes,
+      emailMessage: formData.emailMessage,
+      taxRate: formData.taxRate,
+      currency: formData.currency,
+      items: formData.items.map((item) => ({
+        date: item.date,
+        description: item.description || "Service",
+        hours: item.hours,
+        rate: item.rate,
+      })),
+    }),
+    [formData],
+  );
+
+  const { data: pdfPreview, isFetching: pdfPreviewLoading } =
+    api.invoices.previewPdf.useQuery(pdfPreviewInput, {
+      enabled:
+        activeTab === "preview" &&
+        previewTab === "pdf" &&
+        Boolean(formData.clientId) &&
+        formData.items.length > 0 &&
+        formData.items.every((item) => item.description.trim() !== ""),
+      refetchOnWindowFocus: false,
+      staleTime: 0,
+    });
   const selectedClient = React.useMemo(
     () => clients?.find((client) => client.id === formData.clientId),
     [clients, formData.clientId],
@@ -339,19 +394,16 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
         dueDate: formData.dueDate,
         status: formData.status,
         notes: formData.notes,
+        emailMessage: formData.emailMessage,
         taxRate: formData.taxRate,
         currency: formData.currency,
-        items: formData.items
-          .sort(
-            (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime(),
-          )
-          .map((i) => ({
-            date: i.date,
-            description: i.description,
-            hours: i.hours,
-            rate: i.rate,
-            amount: i.hours * i.rate,
-          })),
+        items: formData.items.map((i) => ({
+          date: i.date,
+          description: i.description,
+          hours: i.hours,
+          rate: i.rate,
+          amount: i.hours * i.rate,
+        })),
       };
       if (invoiceId && invoiceId !== "new" && invoiceId !== undefined)
         await updateInvoice.mutateAsync({ id: invoiceId, ...payload });
@@ -454,18 +506,12 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
                       const currentBusiness = businesses?.find(
                         (b) => b.id === formData.businessId,
                       );
-                      const clientRate =
-                        selectedClient && "defaultHourlyRate" in selectedClient
-                          ? selectedClient.defaultHourlyRate
-                          : null;
+                      const clientRate = getDefaultHourlyRate(selectedClient);
                       const businessRate =
-                        currentBusiness &&
-                        "defaultHourlyRate" in currentBusiness
-                          ? currentBusiness.defaultHourlyRate
-                          : null;
+                        getDefaultHourlyRate(currentBusiness);
                       updateField(
                         "defaultHourlyRate",
-                        (clientRate ?? businessRate ?? 0) as number,
+                        clientRate ?? businessRate ?? 0,
                       );
                       // Auto-fill currency from client
                       if (
@@ -473,10 +519,7 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
                         "currency" in selectedClient &&
                         selectedClient.currency
                       ) {
-                        updateField(
-                          "currency",
-                          selectedClient.currency as string,
-                        );
+                        updateField("currency", selectedClient.currency);
                       }
                     }}
                   >
@@ -630,12 +673,29 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
               </CardContent>
             </Card>
 
-            {/* Notes card — spans both columns */}
-            <Card className="h-fit lg:col-span-2">
+            <Card className="h-fit">
               <CardHeader>
                 <CardTitle className="flex items-center justify-between gap-2 text-base">
                   <span className="flex items-center gap-2">
-                    <FileText className="h-4 w-4" /> Notes
+                    <Mail className="h-4 w-4" /> Email Message
+                  </span>
+                </CardTitle>
+              </CardHeader>
+              <CardContent>
+                <Textarea
+                  value={formData.emailMessage}
+                  onChange={(e) => updateField("emailMessage", e.target.value)}
+                  placeholder="Add a note that appears only in the email body..."
+                  className="min-h-[140px]"
+                />
+              </CardContent>
+            </Card>
+
+            <Card className="h-fit">
+              <CardHeader>
+                <CardTitle className="flex items-center justify-between gap-2 text-base">
+                  <span className="flex items-center gap-2">
+                    <FileText className="h-4 w-4" /> Invoice Notes
                   </span>
                   {noteTemplates && noteTemplates.length > 0 && (
                     <DropdownMenu>
@@ -666,8 +726,8 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
                 <Textarea
                   value={formData.notes}
                   onChange={(e) => updateField("notes", e.target.value)}
-                  placeholder="Add notes, payment terms, or other information for the client…"
-                  className="min-h-[100px]"
+                  placeholder="Add notes, payment terms, or other information for the invoice/PDF..."
+                  className="min-h-[140px]"
                 />
               </CardContent>
             </Card>
@@ -751,48 +811,116 @@ export default function InvoiceForm({ invoiceId }: InvoiceFormProps) {
             value="preview"
             className="mt-6 focus-visible:outline-none"
           >
-            <Card>
-              <CardHeader>
-                <CardTitle className="flex gap-2">
-                  <Mail className="h-5 w-5" /> Email Preview
-                </CardTitle>
-              </CardHeader>
-              <CardContent>
-                <EmailPreview
-                  subject={`Invoice ${formData.invoiceNumber} from ${
-                    selectedBusiness?.name ?? "Your Business"
-                  }`}
-                  fromEmail={selectedBusiness?.email ?? ""}
-                  toEmail={selectedClient?.email ?? ""}
-                  content=""
-                  invoice={{
-                    invoiceNumber: formData.invoiceNumber,
-                    issueDate: formData.issueDate,
-                    dueDate: formData.dueDate,
-                    taxRate: formData.taxRate,
-                    status: formData.status,
-                    totalAmount: totals.total,
-                    client: selectedClient
-                      ? {
-                          name: selectedClient.name,
-                          email: selectedClient.email,
-                        }
-                      : undefined,
-                    business: selectedBusiness
-                      ? {
-                          name: selectedBusiness.name,
-                          email: selectedBusiness.email,
-                        }
-                      : undefined,
-                    items: formData.items.map((item) => ({
-                      id: item.id,
-                      hours: item.hours,
-                      rate: item.rate,
-                    })),
-                  }}
-                />
-              </CardContent>
-            </Card>
+            <Tabs
+              value={previewTab}
+              onValueChange={setPreviewTab}
+              className="w-full"
+            >
+              <TabsList className="bg-muted grid h-auto w-full grid-cols-2 rounded-xl p-1">
+                <TabsTrigger
+                  value="pdf"
+                  className="data-[state=active]:bg-background rounded-lg py-2.5 data-[state=active]:shadow-sm"
+                >
+                  PDF
+                </TabsTrigger>
+                <TabsTrigger
+                  value="email"
+                  className="data-[state=active]:bg-background rounded-lg py-2.5 data-[state=active]:shadow-sm"
+                >
+                  Email
+                </TabsTrigger>
+              </TabsList>
+
+              <TabsContent value="pdf" className="mt-6">
+                <Card>
+                  <CardHeader>
+                    <CardTitle className="flex gap-2">
+                      <FileText className="h-5 w-5" /> PDF Preview
+                    </CardTitle>
+                  </CardHeader>
+                  <CardContent className="p-0">
+                    <div className="bg-muted/20 h-[760px] overflow-hidden border-t">
+                      {!formData.clientId ? (
+                        <div className="text-muted-foreground flex h-full items-center justify-center p-6 text-center text-sm">
+                          Select a client to generate the PDF preview.
+                        </div>
+                      ) : formData.items.some(
+                          (item) => item.description.trim() === "",
+                        ) ? (
+                        <div className="text-muted-foreground flex h-full items-center justify-center p-6 text-center text-sm">
+                          Add descriptions for all line items to generate the
+                          PDF preview.
+                        </div>
+                      ) : pdfPreviewLoading && !pdfPreview ? (
+                        <div className="text-muted-foreground flex h-full items-center justify-center p-6 text-center text-sm">
+                          Generating server PDF preview...
+                        </div>
+                      ) : pdfPreview ? (
+                        <iframe
+                          title="Server-generated PDF preview"
+                          src={`data:${pdfPreview.contentType};base64,${pdfPreview.base64}`}
+                          className="h-full w-full border-0"
+                        />
+                      ) : (
+                        <div className="text-muted-foreground flex h-full items-center justify-center p-6 text-center text-sm">
+                          PDF preview will appear here.
+                        </div>
+                      )}
+                    </div>
+                  </CardContent>
+                </Card>
+              </TabsContent>
+
+              <TabsContent value="email" className="mt-6">
+                <Card>
+                  <CardHeader>
+                    <CardTitle className="flex gap-2">
+                      <Mail className="h-5 w-5" /> Email Preview
+                    </CardTitle>
+                  </CardHeader>
+                  <CardContent>
+                    <EmailPreview
+                      subject={`Invoice ${formData.invoiceNumber} from ${
+                        selectedBusiness?.name ?? "Your Business"
+                      }`}
+                      fromEmail={selectedBusiness?.email ?? ""}
+                      toEmail={selectedClient?.email ?? ""}
+                      content=""
+                      customMessage={emailPreviewMessage}
+                      invoice={{
+                        invoiceNumber: formData.invoiceNumber,
+                        issueDate: formData.issueDate,
+                        dueDate: formData.dueDate,
+                        taxRate: formData.taxRate,
+                        status: formData.status,
+                        totalAmount: totals.total,
+                        currency: formData.currency,
+                        client: selectedClient
+                          ? {
+                              name: selectedClient.name,
+                              email: selectedClient.email,
+                            }
+                          : undefined,
+                        business: selectedBusiness
+                          ? {
+                              name: selectedBusiness.name,
+                              email: selectedBusiness.email,
+                            }
+                          : undefined,
+                        items: formData.items.map((item) => ({
+                          id: item.id,
+                          date: item.date,
+                          description: item.description,
+                          hours: item.hours,
+                          rate: item.rate,
+                          amount: item.hours * item.rate,
+                        })),
+                      }}
+                    />
+                  </CardContent>
+                </Card>
+              </TabsContent>
+            </Tabs>
           </TabsContent>
         </Tabs>
       </div>

src/components/forms/invoice/types.ts

@@ -21,6 +21,7 @@ export interface InvoiceFormData {
   dueDate: Date;
   status: "draft" | "sent" | "paid";
   notes: string;
+  emailMessage: string;
   taxRate: number;
   currency: string;
   defaultHourlyRate: number | null;

src/components/forms/send-email-dialog.tsx

@@ -37,6 +37,7 @@ interface SendEmailDialogProps {
     dueDate: Date;
     status: string;
     taxRate: number;
+    currency?: string | null;
     client?: {
       name: string;
       email: string | null;
@@ -47,8 +48,11 @@ interface SendEmailDialogProps {
     };
     items?: Array<{
       id: string;
+      date?: Date;
+      description?: string;
       hours: number;
       rate: number;
+      amount?: number;
     }>;
   };
   onEmailSent?: () => void;

src/lib/email-templates/invoice-email.ts

@@ -6,7 +6,7 @@ interface InvoiceEmailTemplateProps {
     status: string;
     totalAmount: number;
     taxRate: number;
-    notes?: string | null;
+    currency?: string | null;
     client: {
       name: string;
       email: string | null;
@@ -57,7 +57,7 @@ export function generateInvoiceEmailTemplate({
   const formatCurrency = (amount: number) => {
     return new Intl.NumberFormat("en-US", {
       style: "currency",
-      currency: "USD",
+      currency: invoice.currency ?? "USD",
     }).format(amount);
   };
 
@@ -459,8 +459,6 @@ export function generateInvoiceEmailTemplate({
                 </div>
             </div>
 
-
-
             <div class="attachment-notice">
                 <div class="attachment-icon"></div>
                 <div class="attachment-text">
@@ -540,8 +538,6 @@ Subtotal: ${formatCurrency(subtotal)}${
   }
 Total: ${formatCurrency(total)}
 
-
-
 ATTACHMENT
 ═══════════════
 PDF invoice attached: invoice-${invoice.invoiceNumber}.pdf

src/lib/pdf-export.tsx

@@ -5,31 +5,11 @@ import {
   View,
   Image,
   StyleSheet,
-  Font,
   pdf,
 } from "@react-pdf/renderer";
 import { saveAs } from "file-saver";
 import React from "react";
 
-Font.register({
-  family: "Frutiger",
-  fonts: [
-    {
-      src: "/fonts/frutiger/Frutiger.ttf",
-      fontWeight: "normal",
-    },
-    {
-      src: "/fonts/frutiger/Frutiger_bold.ttf",
-      fontWeight: "bold",
-    },
-  ],
-});
-
-Font.register({
-  family: "Frutiger-Bold",
-  src: "/fonts/frutiger/Frutiger_bold.ttf",
-});
-
 // Fallback download function for better browser compatibility
 function downloadBlob(blob: Blob, filename: string): void {
   try {
@@ -142,7 +122,7 @@ const styles = StyleSheet.create({
   page: {
     flexDirection: "column",
     backgroundColor: "#ffffff",
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     fontSize: 10,
     paddingTop: 40,
     paddingBottom: 80,
@@ -169,7 +149,7 @@ const styles = StyleSheet.create({
   },
 
   businessName: {
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     fontSize: 18,
     color: "#0f0f0f",
     marginBottom: 4,
@@ -177,7 +157,7 @@ const styles = StyleSheet.create({
 
   businessInfo: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     lineHeight: 1.4,
     marginBottom: 3,
@@ -185,7 +165,7 @@ const styles = StyleSheet.create({
 
   businessAddress: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     lineHeight: 1.4,
     marginTop: 4,
@@ -198,14 +178,14 @@ const styles = StyleSheet.create({
 
   invoiceTitle: {
     fontSize: 28,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
     marginBottom: 8,
   },
 
   invoiceNumber: {
     fontSize: 14,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#374151",
     marginBottom: 4,
   },
@@ -214,7 +194,7 @@ const styles = StyleSheet.create({
     paddingHorizontal: 8,
     paddingVertical: 4,
     fontSize: 11,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     textAlign: "center",
   },
 
@@ -242,13 +222,13 @@ const styles = StyleSheet.create({
 
   sectionTitle: {
     fontSize: 12,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
     marginBottom: 12,
   },
 
   clientName: {
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     fontSize: 12,
     color: "#0f0f0f",
     marginBottom: 2,
@@ -256,7 +236,7 @@ const styles = StyleSheet.create({
 
   clientInfo: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     lineHeight: 1.4,
     marginBottom: 2,
@@ -264,7 +244,7 @@ const styles = StyleSheet.create({
 
   clientAddress: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     lineHeight: 1.4,
     marginTop: 4,
@@ -278,14 +258,14 @@ const styles = StyleSheet.create({
 
   detailLabel: {
     fontSize: 11,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     flex: 1,
   },
 
   detailValue: {
     fontSize: 10,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
     flex: 1,
     textAlign: "right",
@@ -301,21 +281,21 @@ const styles = StyleSheet.create({
 
   notesTitle: {
     fontSize: 11,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
     marginBottom: 6,
   },
 
   notesContent: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#374151",
     lineHeight: 1.4,
   },
 
   businessContact: {
     fontSize: 9,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
     lineHeight: 1.4,
   },
@@ -339,7 +319,7 @@ const styles = StyleSheet.create({
 
   abridgedBusinessName: {
     fontSize: 12,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
   },
 
@@ -351,19 +331,18 @@ const styles = StyleSheet.create({
 
   abridgedInvoiceTitle: {
     fontSize: 14,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
   },
 
   abridgedInvoiceNumber: {
     fontSize: 12,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#374151",
   },
 
   // Table styles
   tableContainer: {
-    flex: 1,
     marginBottom: 20,
   },
 
@@ -377,7 +356,7 @@ const styles = StyleSheet.create({
 
   tableHeaderCell: {
     fontSize: 10,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#374151",
     paddingHorizontal: 4,
   },
@@ -422,7 +401,7 @@ const styles = StyleSheet.create({
     color: "#0f0f0f",
     paddingHorizontal: 4,
     paddingVertical: 2,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
   },
 
   tableCellDate: {
@@ -438,7 +417,7 @@ const styles = StyleSheet.create({
     paddingHorizontal: 2,
     textAlign: "left",
     flexWrap: "wrap",
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
   },
 
   tableCellHours: {
@@ -496,7 +475,7 @@ const styles = StyleSheet.create({
   totalLabel: {
     fontSize: 11,
     color: "#6b7280",
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
   },
 
   totalAmount: {
@@ -514,7 +493,7 @@ const styles = StyleSheet.create({
 
   finalTotalLabel: {
     fontSize: 12,
-    fontFamily: "Frutiger-Bold",
+    fontFamily: "Helvetica-Bold",
     color: "#0f0f0f",
   },
 
@@ -526,7 +505,7 @@ const styles = StyleSheet.create({
 
   itemCount: {
     fontSize: 9,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#9ca3af",
     textAlign: "center",
     marginTop: 6,
@@ -553,7 +532,7 @@ const styles = StyleSheet.create({
 
   pageNumber: {
     fontSize: 10,
-    fontFamily: "Frutiger",
+    fontFamily: "Helvetica",
     color: "#6b7280",
   },
 });
@@ -607,83 +586,15 @@ const getStatusStyle = (status: string) => {
   }
 };
 
-function pageContentBudget(isFirstPage: boolean, hasNotes: boolean): number {
-  // 792pt page - 40pt paddingTop - 80pt paddingBottom = 672pt usable
-  let h = 672;
-  h -= isFirstPage ? 285 : 50; // dense vs abridged header
-  h -= hasNotes ? 185 : 130;   // totals box (+ notes section if present)
-  h -= 28;                      // table header row
-  return h;
-}
-
-function estimateRowHeight(
-  item: NonNullable<NonNullable<InvoiceData["items"]>[0]>,
-  showRate: boolean,
-): number {
-  // 532pt usable width (612 - 80pt horizontal padding); description takes 40% or 48%
-  const descColWidth = 532 * (showRate ? 0.4 : 0.48);
-  // Frutiger at 10pt: 0.45em gives ~47 chars/line, matching real wrap behaviour
-  const charsPerLine = Math.max(1, Math.floor(descColWidth / (10 * 0.45)));
-  const lines = Math.ceil((item.description.length || 1) / charsPerLine);
-  // row paddingVertical:6 (×2=12) + cell paddingVertical:4 (×2=8) = 20pt overhead,
-  // but react-pdf measures the line box at slightly under full lineHeight, so 16pt in practice
-  return lines * 10 * 1.4 + 16;
-}
-
-function paginateItems(
-  items: NonNullable<InvoiceData["items"]>,
-  hasNotes = false,
-  showRate = true,
-) {
-  const validItems = items.filter(Boolean) as NonNullable<typeof items[0]>[];
-  if (validItems.length === 0) return [[]];
-
-  const rowHeights = validItems.map((item) => estimateRowHeight(item, showRate));
-
-  function pack(startIdx: number, budget: number): number {
-    let used = 0, count = 0;
-    for (let i = startIdx; i < validItems.length; i++) {
-      if (used + rowHeights[i]! > budget) break;
-      used += rowHeights[i]!;
-      count++;
-    }
-    return Math.max(1, count);
-  }
-
-  const pages: (typeof validItems)[] = [];
-  let idx = 0;
-
-  while (idx < validItems.length) {
-    const isFirst = pages.length === 0;
-    const countFull = pack(idx, pageContentBudget(isFirst, false));
-
-    if (idx + countFull >= validItems.length) {
-      // All remaining items fit — if there are notes, verify they also fit with the notes reservation
-      if (hasNotes) {
-        const countWithNotes = pack(idx, pageContentBudget(isFirst, true));
-        if (idx + countWithNotes >= validItems.length) {
-          pages.push(validItems.slice(idx));
-          break;
-        }
-        // Notes don't fit alongside all items — push what fits, notes go on next page
-        pages.push(validItems.slice(idx, idx + countWithNotes));
-        idx += countWithNotes;
-      } else {
-        pages.push(validItems.slice(idx));
-        break;
-      }
-    } else {
-      pages.push(validItems.slice(idx, idx + countFull));
-      idx += countFull;
-    }
-  }
-
-  return pages;
-}
-
 function getColumnWidths(showRate: boolean) {
   return showRate
-    ? { date: "15%", description: "40%", hours: "12%", rate: "15%", amount: "18%" }
+    ? {
+        date: "15%",
+        description: "40%",
+        hours: "12%",
+        rate: "15%",
+        amount: "18%",
+      }
     : { date: "15%", description: "48%", hours: "14%", amount: "23%" };
 }
 
@@ -795,27 +706,6 @@ const DenseHeader: React.FC<{
   </View>
 );
 
-// Abridged header component (other pages)
-const AbridgedHeader: React.FC<{
-  invoice: InvoiceData;
-  settings: Required<PDFGenerationSettings>;
-}> = ({ invoice, settings }) => (
-  <View style={styles.abridgedHeader}>
-    <Text
-      style={[styles.abridgedBusinessName, { color: settings.pdfAccentColor }]}
-    >
-      {invoice.business?.name ?? "Your Business Name"}
-    </Text>
-    <View style={styles.abridgedInvoiceInfo}>
-      <Text style={styles.abridgedInvoiceTitle}>INVOICE</Text>
-      <Text style={styles.abridgedInvoiceNumber}>
-        {invoice.invoicePrefix ?? "#"}
-        {invoice.invoiceNumber}
-      </Text>
-    </View>
-  </View>
-);
-
 // Table header component
 const TableHeader: React.FC<{
   settings: Required<PDFGenerationSettings>;
@@ -826,7 +716,9 @@ const TableHeader: React.FC<{
     <View
       style={[
         styles.tableHeader,
-        settings.pdfTemplate === "minimal" ? { backgroundColor: "#ffffff" } : {},
+        settings.pdfTemplate === "minimal"
+          ? { backgroundColor: "#ffffff" }
+          : {},
       ]}
     >
       <Text style={[styles.tableHeaderCell, { width: cols.date }]}>Date</Text>
@@ -898,7 +790,7 @@ const Footer: React.FC<{ settings: Required<PDFGenerationSettings> }> = ({
       <Text
         style={{
           fontSize: 9,
-          fontFamily: "Frutiger",
+          fontFamily: "Helvetica",
           color: "#6b7280",
           marginLeft: settings.pdfShowLogo ? 8 : 0,
         }}
@@ -945,7 +837,7 @@ const TotalsSection: React.FC<{
         <Text
           style={{
             fontSize: 11,
-            fontFamily: "Frutiger-Bold",
+            fontFamily: "Helvetica-Bold",
             color: "#0f0f0f",
             textAlign: "center",
             marginBottom: 8,
@@ -992,7 +884,7 @@ const TotalsSection: React.FC<{
 };
 
 // Main PDF component
-const InvoicePDF: React.FC<{
+export const InvoicePDF: React.FC<{
   invoice: InvoiceData;
   settings?: PDFGenerationSettings;
 }> = ({ invoice, settings: inputSettings }) => {
@@ -1001,94 +893,88 @@ const InvoicePDF: React.FC<{
   const currency = invoice.currency ?? "USD";
   const showRate = new Set(items.map((item) => item?.rate)).size > 1;
   const cols = getColumnWidths(showRate);
-  const paginatedItems = paginateItems(items, Boolean(invoice.notes), showRate);
 
   return (
     <Document>
-      {paginatedItems.map((pageItems, pageIndex) => {
-        const isFirstPage = pageIndex === 0;
-        const isLastPage = pageIndex === paginatedItems.length - 1;
-        const hasItems = pageItems.length > 0;
+      <Page size="LETTER" style={styles.page}>
+        <DenseHeader invoice={invoice} settings={settings} />
 
-        return (
-          <Page key={`page-${pageIndex}`} size="LETTER" style={styles.page}>
-            {/* Header */}
-            {isFirstPage ? (
-              <DenseHeader invoice={invoice} settings={settings} />
-            ) : (
-              <AbridgedHeader invoice={invoice} settings={settings} />
-            )}
-
-            {/* Table */}
-            {hasItems && (
-              <View style={styles.tableContainer}>
-                <TableHeader settings={settings} showRate={showRate} />
-                {pageItems.map(
-                  (item, index) =>
-                    item && (
-                      <View
-                        key={`${pageIndex}-${index}`}
+        {items.length > 0 && (
+          <View style={styles.tableContainer}>
+            <TableHeader settings={settings} showRate={showRate} />
+            {items.map(
+              (item, index) =>
+                item && (
+                  <View
+                    key={`invoice-item-${index}`}
+                    wrap={false}
+                    style={[
+                      styles.tableRow,
+                      settings.pdfTemplate === "classic" && index % 2 === 0
+                        ? styles.tableRowAlt
+                        : {},
+                    ]}
+                  >
+                    <Text
+                      style={[
+                        styles.tableCell,
+                        styles.tableCellDate,
+                        { width: cols.date },
+                      ]}
+                    >
+                      {formatDate(item.date)}
+                    </Text>
+                    <Text
+                      style={[
+                        styles.tableCell,
+                        styles.tableCellDescription,
+                        { width: cols.description },
+                      ]}
+                    >
+                      {item.description}
+                    </Text>
+                    <Text
+                      style={[
+                        styles.tableCell,
+                        styles.tableCellHours,
+                        { width: cols.hours },
+                      ]}
+                    >
+                      {item.hours}
+                    </Text>
+                    {showRate && (
+                      <Text
                         style={[
-                          styles.tableRow,
-                          settings.pdfTemplate === "classic" && index % 2 === 0
-                            ? styles.tableRowAlt
-                            : {},
+                          styles.tableCell,
+                          styles.tableCellRate,
+                          { width: cols.rate },
                         ]}
                       >
-                        <Text style={[styles.tableCell, styles.tableCellDate, { width: cols.date }]}>
-                          {formatDate(item.date)}
-                        </Text>
-                        <Text
-                          style={[
-                            styles.tableCell,
-                            styles.tableCellDescription,
-                            { width: cols.description },
-                          ]}
-                        >
-                          {item.description}
-                        </Text>
-                        <Text style={[styles.tableCell, styles.tableCellHours, { width: cols.hours }]}>
-                          {item.hours}
-                        </Text>
-                        {showRate && (
-                          <Text
-                            style={[
-                              styles.tableCell,
-                              styles.tableCellRate,
-                              { width: cols.rate },
-                            ]}
-                          >
-                            {formatCurrency(item.rate, currency)}
-                          </Text>
-                        )}
-                        <Text
-                          style={[styles.tableCell, styles.tableCellAmount, { width: cols.amount }]}
-                        >
-                          {formatCurrency(item.amount, currency)}
-                        </Text>
-                      </View>
-                    ),
-                )}
-              </View>
+                        {formatCurrency(item.rate, currency)}
+                      </Text>
+                    )}
+                    <Text
+                      style={[
+                        styles.tableCell,
+                        styles.tableCellAmount,
+                        { width: cols.amount },
+                      ]}
+                    >
+                      {formatCurrency(item.amount, currency)}
+                    </Text>
+                  </View>
+                ),
             )}
+          </View>
+        )}
 
-            {/* Bottom section with notes and totals (only on last page) */}
-            {isLastPage && (
-              <View style={styles.bottomSection}>
-                {invoice.notes && <NotesSection invoice={invoice} />}
-                <TotalsSection
-                  invoice={invoice}
-                  items={items}
-                  settings={settings}
-                />
-              </View>
-            )}
+        <View style={styles.bottomSection} wrap={false}>
+          {invoice.notes && <NotesSection invoice={invoice} />}
+          <TotalsSection invoice={invoice} items={items} settings={settings} />
+        </View>
 
-            {/* Footer */}
-            <Footer settings={settings} />
-          </Page>
-        );
-      })}
+        <Footer settings={settings} />
+      </Page>
     </Document>
   );
 };

src/server/api/routers/email.ts

@@ -7,6 +7,32 @@ import { env } from "~/env";
 import { generateInvoicePDFBlob } from "~/lib/pdf-export";
 import { generateInvoiceEmailTemplate } from "~/lib/email-templates";
 
+function plainTextToHtml(value: string) {
+  return value
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;")
+    .replace(/\n/g, "<br>");
+}
+
+function normalizeEmailNoteHtml(value: string) {
+  const visibleText = value
+    .replace(/<br\s*\/?>/gi, "\n")
+    .replace(/<\/p>/gi, "\n")
+    .replace(/<[^>]*>/g, "")
+    .replace(/&nbsp;|\u00a0/g, " ")
+    .replace(/&amp;/g, "&")
+    .replace(/&lt;/g, "<")
+    .replace(/&gt;/g, ">")
+    .replace(/&quot;/g, '"')
+    .replace(/&#39;/g, "'")
+    .trim();
+
+  return visibleText ? value.trim() : "";
+}
+
 export const emailRouter = createTRPCRouter({
   sendInvoice: protectedProcedure
     .input(
@@ -95,6 +121,12 @@ export const emailRouter = createTRPCRouter({
         "Your Name";
       const userEmail =
         invoice.business?.email ?? ctx.session.user?.email ?? "";
+      const customMessage =
+        input.customMessage !== undefined
+          ? normalizeEmailNoteHtml(input.customMessage)
+          : invoice.emailMessage
+            ? plainTextToHtml(invoice.emailMessage)
+            : undefined;
 
       // Generate branded email template
       const emailTemplate = generateInvoiceEmailTemplate({
@@ -105,7 +137,7 @@ export const emailRouter = createTRPCRouter({
           status: invoice.status,
           totalAmount: invoice.totalAmount,
           taxRate: invoice.taxRate,
-          notes: invoice.notes,
+          currency: invoice.currency,
           client: {
             name: invoice.client.name,
             email: invoice.client.email,
@@ -114,7 +146,7 @@ export const emailRouter = createTRPCRouter({
           items: invoice.items,
         },
         customContent: input.customContent,
-        customMessage: input.customMessage,
+        customMessage,
         userName,
         userEmail,
         baseUrl: process.env.NEXT_PUBLIC_APP_URL ?? "http://localhost:3000",

src/server/api/routers/invoices.ts

@@ -6,8 +6,16 @@ import {
   invoiceItems,
   clients,
   businesses,
+  platformSettings,
 } from "~/server/db/schema";
 import { TRPCError } from "@trpc/server";
+import { generateInvoicePDFBlob } from "~/lib/pdf-export";
+import type { db } from "~/server/db";
+
+type InvoiceRouterContext = {
+  db: typeof db;
+  session: { user: { id: string } };
+};
 
 const invoiceItemSchema = z.object({
   date: z.date(),
@@ -29,6 +37,7 @@ const createInvoiceSchema = z.object({
   dueDate: z.date(),
   status: z.enum(["draft", "sent", "paid"]).default("draft"),
   notes: z.string().optional().or(z.literal("")),
+  emailMessage: z.string().optional().or(z.literal("")),
   taxRate: z.number().min(0).max(100).default(0),
   currency: z.string().length(3).default("USD"),
   items: z.array(invoiceItemSchema).min(1, "At least one item is required"),
@@ -43,6 +52,64 @@ const updateStatusSchema = z.object({
   status: z.enum(["draft", "sent", "paid"]),
 });
 
+async function verifyBusinessAccess(
+  ctx: InvoiceRouterContext,
+  businessId?: string | null,
+) {
+  if (!businessId) return null;
+
+  const business = await ctx.db.query.businesses.findFirst({
+    where: eq(businesses.id, businessId),
+  });
+
+  if (!business) {
+    throw new TRPCError({
+      code: "BAD_REQUEST",
+      message: "Business not found",
+    });
+  }
+
+  if (business.createdById !== ctx.session.user.id) {
+    throw new TRPCError({
+      code: "FORBIDDEN",
+      message: "You don't have permission to use this business",
+    });
+  }
+
+  return business;
+}
+
+async function verifyClientAccess(ctx: InvoiceRouterContext, clientId: string) {
+  const client = await ctx.db.query.clients.findFirst({
+    where: eq(clients.id, clientId),
+  });
+
+  if (!client) {
+    throw new TRPCError({
+      code: "BAD_REQUEST",
+      message: "Client not found",
+    });
+  }
+
+  if (client.createdById !== ctx.session.user.id) {
+    throw new TRPCError({
+      code: "FORBIDDEN",
+      message: "You don't have permission to use this client",
+    });
+  }
+
+  return client;
+}
+
+const calculateInvoiceTotal = (
+  items: Array<z.infer<typeof invoiceItemSchema>>,
+  taxRate: number,
+) => {
+  const subtotal = items.reduce((sum, item) => sum + item.hours * item.rate, 0);
+  const taxAmount = (subtotal * taxRate) / 100;
+  return subtotal + taxAmount;
+};
+
 export const invoicesRouter = createTRPCRouter({
   getAll: protectedProcedure.query(async ({ ctx }) => {
     try {
@@ -140,85 +207,56 @@ export const invoicesRouter = createTRPCRouter({
     .mutation(async ({ ctx, input }) => {
       try {
         const { items, ...invoiceData } = input;
+        const cleanInvoiceData = {
+          ...invoiceData,
+          businessId:
+            !invoiceData.businessId || invoiceData.businessId.trim() === ""
+              ? null
+              : invoiceData.businessId,
+          notes: invoiceData.notes === "" ? null : invoiceData.notes,
+          emailMessage:
+            invoiceData.emailMessage === "" ? null : invoiceData.emailMessage,
+        };
 
         // Verify business exists and belongs to user (if provided)
-        if (invoiceData.businessId && invoiceData.businessId.trim() !== "") {
-          const business = await ctx.db.query.businesses.findFirst({
-            where: eq(businesses.id, invoiceData.businessId),
-          });
-
-          if (!business) {
-            throw new TRPCError({
-              code: "BAD_REQUEST",
-              message: "Business not found",
-            });
-          }
-
-          if (business.createdById !== ctx.session.user.id) {
-            throw new TRPCError({
-              code: "FORBIDDEN",
-              message:
-                "You don't have permission to create invoices for this business",
-            });
-          }
-        }
+        await verifyBusinessAccess(ctx, cleanInvoiceData.businessId);
 
         // Verify client exists and belongs to user
-        const client = await ctx.db.query.clients.findFirst({
-          where: eq(clients.id, invoiceData.clientId),
-        });
+        await verifyClientAccess(ctx, cleanInvoiceData.clientId);
 
-        if (!client) {
-          throw new TRPCError({
-            code: "BAD_REQUEST",
-            message: "Client not found",
-          });
-        }
-
-        if (client.createdById !== ctx.session.user.id) {
-          throw new TRPCError({
-            code: "FORBIDDEN",
-            message:
-              "You don't have permission to create invoices for this client",
-          });
-        }
-
-        // Calculate subtotal and tax
-        const subtotal = items.reduce(
-          (sum, item) => sum + item.hours * item.rate,
-          0,
+        const totalAmount = calculateInvoiceTotal(
+          items,
+          cleanInvoiceData.taxRate,
         );
-        const taxAmount = (subtotal * invoiceData.taxRate) / 100;
-        const totalAmount = subtotal + taxAmount;
 
-        // Create invoice
-        const [invoice] = await ctx.db
-          .insert(invoices)
-          .values({
-            ...invoiceData,
-            totalAmount,
-            createdById: ctx.session.user.id,
-          })
-          .returning();
+        return await ctx.db.transaction(async (tx) => {
+          const [invoice] = await tx
+            .insert(invoices)
+            .values({
+              ...cleanInvoiceData,
+              totalAmount,
+              createdById: ctx.session.user.id,
+            })
+            .returning();
 
-        if (!invoice) {
-          throw new TRPCError({
-            code: "INTERNAL_SERVER_ERROR",
-            message: "Failed to create invoice",
-          });
-        }
+          if (!invoice) {
+            throw new TRPCError({
+              code: "INTERNAL_SERVER_ERROR",
+              message: "Failed to create invoice",
+            });
+          }
 
-        // Create invoice items
-        const itemsToInsert = items.map((item, idx) => ({
-          ...item,
-          invoiceId: invoice.id,
-          amount: item.hours * item.rate,
-          position: idx,
-        }));
+          await tx.insert(invoiceItems).values(
+            items.map((item, idx) => ({
+              ...item,
+              invoiceId: invoice.id,
+              amount: item.hours * item.rate,
+              position: idx,
+            })),
+          );
 
-        await ctx.db.insert(invoiceItems).values(itemsToInsert);
-
-        return invoice;
+          return invoice;
+        });
       } catch (error) {
         if (error instanceof TRPCError) throw error;
         throw new TRPCError({
@@ -238,11 +276,25 @@ export const invoicesRouter = createTRPCRouter({
         // Clean up empty strings to null for optional string fields only
         const cleanInvoiceData = {
           ...invoiceData,
-          businessId:
-            !invoiceData.businessId || invoiceData.businessId.trim() === ""
-              ? null
-              : invoiceData.businessId,
-          notes: invoiceData.notes === "" ? null : invoiceData.notes,
+          ...(invoiceData.businessId !== undefined
+            ? {
+                businessId:
+                  invoiceData.businessId.trim() === ""
+                    ? null
+                    : invoiceData.businessId,
+              }
+            : {}),
+          ...(invoiceData.notes !== undefined
+            ? { notes: invoiceData.notes === "" ? null : invoiceData.notes }
+            : {}),
+          ...(invoiceData.emailMessage !== undefined
+            ? {
+                emailMessage:
+                  invoiceData.emailMessage === ""
+                    ? null
+                    : invoiceData.emailMessage,
+              }
+            : {}),
         };
 
         // Verify invoice exists and belongs to user
@@ -269,96 +321,66 @@ export const invoicesRouter = createTRPCRouter({
           cleanInvoiceData.businessId &&
           cleanInvoiceData.businessId.trim() !== ""
         ) {
-          const business = await ctx.db.query.businesses.findFirst({
-            where: eq(businesses.id, cleanInvoiceData.businessId),
-          });
-
-          if (!business || business.createdById !== ctx.session.user.id) {
-            throw new TRPCError({
-              code: "FORBIDDEN",
-              message: "You don't have permission to use this business",
-            });
-          }
+          await verifyBusinessAccess(ctx, cleanInvoiceData.businessId);
         }
 
         // If client is being updated, verify it belongs to user
         if (cleanInvoiceData.clientId) {
-          const client = await ctx.db.query.clients.findFirst({
-            where: eq(clients.id, cleanInvoiceData.clientId),
-          });
-
-          if (!client || client.createdById !== ctx.session.user.id) {
-            throw new TRPCError({
-              code: "FORBIDDEN",
-              message: "You don't have permission to use this client",
-            });
-          }
+          await verifyClientAccess(ctx, cleanInvoiceData.clientId);
         }
 
-        if (items) {
-          // Calculate subtotal and tax
-          const subtotal = items.reduce(
-            (sum, item) => sum + item.hours * item.rate,
-            0,
-          );
-          const taxAmount =
-            (subtotal * (cleanInvoiceData.taxRate ?? existingInvoice.taxRate)) /
-            100;
-          const totalAmount = subtotal + taxAmount;
+        await ctx.db.transaction(async (tx) => {
+          if (items) {
+            const totalAmount = calculateInvoiceTotal(
+              items,
+              cleanInvoiceData.taxRate ?? existingInvoice.taxRate,
+            );
 
-          // Update invoice
-          const updateData = {
-            ...cleanInvoiceData,
-            totalAmount,
-            updatedAt: new Date(),
-          };
+            const [updatedInvoice] = await tx
+              .update(invoices)
+              .set({
+                ...cleanInvoiceData,
+                totalAmount,
+                updatedAt: new Date(),
+              })
+              .where(eq(invoices.id, id))
+              .returning();
 
-          const [updatedInvoice] = await ctx.db
-            .update(invoices)
-            .set(updateData)
-            .where(eq(invoices.id, id))
-            .returning();
+            if (!updatedInvoice) {
+              throw new TRPCError({
+                code: "INTERNAL_SERVER_ERROR",
+                message: "Failed to update invoice",
+              });
+            }
 
-          if (!updatedInvoice) {
-            throw new TRPCError({
-              code: "INTERNAL_SERVER_ERROR",
-              message: "Failed to update invoice",
-            });
+            await tx.delete(invoiceItems).where(eq(invoiceItems.invoiceId, id));
+
+            await tx.insert(invoiceItems).values(
+              items.map((item, idx) => ({
+                ...item,
+                invoiceId: id,
+                amount: item.hours * item.rate,
+                position: idx,
+              })),
+            );
+          } else {
+            const [updatedInvoice] = await tx
+              .update(invoices)
+              .set({
+                ...cleanInvoiceData,
+                updatedAt: new Date(),
+              })
+              .where(eq(invoices.id, id))
+              .returning();
+
+            if (!updatedInvoice) {
+              throw new TRPCError({
+                code: "INTERNAL_SERVER_ERROR",
+                message: "Failed to update invoice",
+              });
+            }
           }
-
-          // Delete existing items and create new ones
-          await ctx.db
-            .delete(invoiceItems)
-            .where(eq(invoiceItems.invoiceId, id));
-
-          const itemsToInsert = items.map((item, idx) => ({
-            ...item,
-            invoiceId: id,
-            amount: item.hours * item.rate,
-            position: idx,
-          }));
-
-          await ctx.db.insert(invoiceItems).values(itemsToInsert);
-        } else {
-          // Update invoice without items
-          const updateData = {
-            ...cleanInvoiceData,
-            updatedAt: new Date(),
-          };
-
-          const [updatedInvoice] = await ctx.db
-            .update(invoices)
-            .set(updateData)
-            .where(eq(invoices.id, id))
-            .returning();
-
-          if (!updatedInvoice) {
-            throw new TRPCError({
-              code: "INTERNAL_SERVER_ERROR",
-              message: "Failed to update invoice",
-            });
-          }
-        }
+        });
 
         return { success: true };
       } catch (error) {
@@ -505,4 +527,69 @@ export const invoicesRouter = createTRPCRouter({
 
       return { success: true, deleted: ownedIds.length };
     }),
+
+  previewPdf: protectedProcedure
+    .input(createInvoiceSchema)
+    .query(async ({ ctx, input }) => {
+      try {
+        const businessId =
+          input.businessId && input.businessId.trim() !== ""
+            ? input.businessId
+            : null;
+        const [client, business, settings] = await Promise.all([
+          verifyClientAccess(ctx, input.clientId),
+          verifyBusinessAccess(ctx, businessId),
+          ctx.db.query.platformSettings.findFirst({
+            where: eq(platformSettings.id, "global"),
+          }),
+        ]);
+
+        const totalAmount = calculateInvoiceTotal(input.items, input.taxRate);
+        const pdfBlob = await generateInvoicePDFBlob(
+          {
+            invoiceNumber: input.invoiceNumber,
+            invoicePrefix: input.invoicePrefix,
+            issueDate: input.issueDate,
+            dueDate: input.dueDate,
+            status: input.status,
+            totalAmount,
+            taxRate: input.taxRate,
+            currency: input.currency,
+            notes: input.notes,
+            client,
+            business,
+            items: input.items.map((item) => ({
+              date: item.date,
+              description: item.description,
+              hours: item.hours,
+              rate: item.rate,
+              amount: item.hours * item.rate,
+            })),
+          },
+          {
+            pdfTemplate: settings?.pdfTemplate as
+              | "classic"
+              | "minimal"
+              | undefined,
+            pdfAccentColor: settings?.pdfAccentColor,
+            pdfFooterText: settings?.pdfFooterText,
+            pdfShowLogo: settings?.pdfShowLogo,
+            pdfShowPageNumbers: settings?.pdfShowPageNumbers,
+          },
+        );
+
+        const buffer = Buffer.from(await pdfBlob.arrayBuffer());
+        return {
+          contentType: "application/pdf",
+          base64: buffer.toString("base64"),
+        };
+      } catch (error) {
+        if (error instanceof TRPCError) throw error;
+        throw new TRPCError({
+          code: "INTERNAL_SERVER_ERROR",
+          message: "Failed to generate PDF preview",
+          cause: error,
+        });
+      }
+    }),
 });

src/server/api/routers/settings.ts

@@ -94,6 +94,7 @@ const InvoiceBackupSchema = z.object({
   totalAmount: z.number().default(0),
   taxRate: z.number().default(0),
   notes: z.string().optional(),
+  emailMessage: z.string().optional(),
   items: z.array(InvoiceItemBackupSchema),
 });
 
@@ -562,6 +563,7 @@ export const settingsRouter = createTRPCRouter({
         totalAmount: invoice.totalAmount,
         taxRate: invoice.taxRate,
         notes: invoice.notes ?? undefined,
+        emailMessage: invoice.emailMessage ?? undefined,
         items: invoice.items,
       })),
     };
@@ -641,6 +643,7 @@ export const settingsRouter = createTRPCRouter({
               totalAmount: invoiceData.totalAmount,
               taxRate: invoiceData.taxRate,
               notes: invoiceData.notes,
+              emailMessage: invoiceData.emailMessage,
               createdById: userId,
             })
             .returning({ id: invoices.id });

src/server/db/migrate.ts

@@ -237,6 +237,9 @@ async function isMigrationApplied(client: Pool, tag: string): Promise<boolean> {
       "pdfTemplate",
     );
   }
+  if (tag === "0007_invoice_email_message") {
+    return columnExists(client, "public", "beenvoice_invoice", "emailMessage");
+  }
   // Unknown migration — assume not applied so it runs
   return false;
 }

src/server/db/schema.ts

@@ -320,6 +320,7 @@ export const invoices = createTable(
     totalAmount: d.real().notNull().default(0),
     taxRate: d.real().notNull().default(0.0),
     notes: d.varchar({ length: 1000 }),
+    emailMessage: d.varchar({ length: 2000 }),
     currency: d.varchar({ length: 3 }).default("USD").notNull(),
     createdById: d
       .varchar({ length: 255 })

src/types/invoice.ts

@@ -12,6 +12,7 @@ export interface Invoice {
   totalAmount: number;
   taxRate: number;
   notes: string | null;
+  emailMessage: string | null;
   createdById: string;
   createdAt: Date;
   updatedAt: Date | null;