Files
beenvoice/src/app/dashboard/expenses/page.tsx
T
Claude 74f9696023 Add tax features: summary report, deductible expenses, invoice tax fix, CSV export
- Add taxDeductible boolean to expenses schema + migration 0002
- Update expenses router, form, and list to support tax-deductible flag
- Fix invoice-view tax calculation (was hardcoded $0.00; now uses taxRate)
- New Tax Summary tab in Reports: year selector, income/deductions breakdown,
  SE tax + federal income estimates, quarterly bar chart
- CSV export for accountant with income + expense rows and tax summary

https://claude.ai/code/session_012sqEgNQpx676isepeoX4Mi
2026-04-05 03:21:08 +00:00

289 lines
13 KiB
TypeScript

"use client";
import { useState } from "react";
import { api } from "~/trpc/react";
import { PageHeader } from "~/components/layout/page-header";
import { Button } from "~/components/ui/button";
import { Card, CardContent, CardHeader, CardTitle } from "~/components/ui/card";
import { Badge } from "~/components/ui/badge";
import { Input } from "~/components/ui/input";
import { Label } from "~/components/ui/label";
import { Checkbox } from "~/components/ui/checkbox";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from "~/components/ui/dialog";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "~/components/ui/select";
import { DatePicker } from "~/components/ui/date-picker";
import { NumberInput } from "~/components/ui/number-input";
import { toast } from "sonner";
import { Plus, Pencil, Trash2, Receipt } from "lucide-react";
import { formatCurrency, SUPPORTED_CURRENCIES } from "~/lib/currency";
import { EXPENSE_CATEGORIES } from "~/lib/expense-categories";
interface ExpenseFormData {
date: Date;
description: string;
amount: number;
currency: string;
category: string;
billable: boolean;
reimbursable: boolean;
taxDeductible: boolean;
notes: string;
clientId: string;
}
const defaultForm: ExpenseFormData = {
date: new Date(),
description: "",
amount: 0,
currency: "USD",
category: "",
billable: false,
reimbursable: false,
taxDeductible: false,
notes: "",
clientId: "",
};
export default function ExpensesPage() {
const [open, setOpen] = useState(false);
const [editId, setEditId] = useState<string | null>(null);
const [form, setForm] = useState<ExpenseFormData>(defaultForm);
const [deleteId, setDeleteId] = useState<string | null>(null);
const utils = api.useUtils();
const { data: expenses = [], isLoading } = api.expenses.getAll.useQuery();
const { data: clients = [] } = api.clients.getAll.useQuery();
const create = api.expenses.create.useMutation({
onSuccess: () => { toast.success("Expense added"); void utils.expenses.getAll.invalidate(); setOpen(false); setForm(defaultForm); },
onError: (e) => toast.error(e.message),
});
const update = api.expenses.update.useMutation({
onSuccess: () => { toast.success("Expense updated"); void utils.expenses.getAll.invalidate(); setOpen(false); setEditId(null); setForm(defaultForm); },
onError: (e) => toast.error(e.message),
});
const del = api.expenses.delete.useMutation({
onSuccess: () => { toast.success("Expense deleted"); void utils.expenses.getAll.invalidate(); setDeleteId(null); },
onError: (e) => toast.error(e.message),
});
const handleOpen = () => { setEditId(null); setForm(defaultForm); setOpen(true); };
const handleEdit = (expense: typeof expenses[0]) => {
setEditId(expense.id);
setForm({
date: new Date(expense.date),
description: expense.description,
amount: expense.amount,
currency: expense.currency,
category: expense.category ?? "",
billable: expense.billable,
reimbursable: expense.reimbursable,
taxDeductible: expense.taxDeductible ?? false,
notes: expense.notes ?? "",
clientId: expense.clientId ?? "",
});
setOpen(true);
};
const handleSubmit = () => {
if (!form.description.trim()) { toast.error("Description is required"); return; }
if (form.amount <= 0) { toast.error("Amount must be greater than 0"); return; }
const payload = { ...form, clientId: form.clientId || undefined, category: form.category || undefined, notes: form.notes || undefined, taxDeductible: form.taxDeductible };
if (editId) update.mutate({ id: editId, ...payload });
else create.mutate(payload);
};
const totalExpenses = expenses.reduce((s, e) => s + e.amount, 0);
const billableTotal = expenses.filter((e) => e.billable).reduce((s, e) => s + e.amount, 0);
const deductibleTotal = expenses.filter((e) => e.taxDeductible).reduce((s, e) => s + e.amount, 0);
return (
<div className="page-enter space-y-6 pb-6">
<PageHeader title="Expenses" description="Track billable and non-billable expenses" variant="gradient">
<Button onClick={handleOpen} variant="default" className="hover-lift shadow-md">
<Plus className="mr-2 h-5 w-5" /> Add Expense
</Button>
</PageHeader>
{/* Summary cards */}
<div className="grid grid-cols-2 gap-4 sm:grid-cols-4">
<Card>
<CardContent className="p-4">
<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Total</p>
<p className="mt-1 text-2xl font-bold">{formatCurrency(totalExpenses)}</p>
</CardContent>
</Card>
<Card>
<CardContent className="p-4">
<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Billable</p>
<p className="text-primary mt-1 text-2xl font-bold">{formatCurrency(billableTotal)}</p>
</CardContent>
</Card>
<Card>
<CardContent className="p-4">
<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Deductible</p>
<p className="mt-1 text-2xl font-bold text-green-600">{formatCurrency(deductibleTotal)}</p>
</CardContent>
</Card>
<Card>
<CardContent className="p-4">
<p className="text-muted-foreground text-xs font-medium uppercase tracking-wide">Count</p>
<p className="mt-1 text-2xl font-bold">{expenses.length}</p>
</CardContent>
</Card>
</div>
{/* Expenses list */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Receipt className="h-5 w-5" /> All Expenses
</CardTitle>
</CardHeader>
<CardContent className="p-0">
{isLoading ? (
<div className="p-6 text-center text-sm text-muted-foreground">Loading</div>
) : expenses.length === 0 ? (
<div className="p-8 text-center">
<Receipt className="text-muted-foreground mx-auto mb-3 h-10 w-10" />
<p className="text-muted-foreground text-sm">No expenses yet. Add your first expense.</p>
</div>
) : (
<div className="divide-y">
{expenses.map((expense) => (
<div key={expense.id} className="flex items-start justify-between gap-3 p-4">
<div className="min-w-0 flex-1">
<div className="flex flex-wrap items-center gap-2">
<p className="font-medium">{expense.description}</p>
{expense.billable && <Badge variant="secondary" className="text-xs">Billable</Badge>}
{expense.reimbursable && <Badge variant="outline" className="text-xs">Reimbursable</Badge>}
{expense.taxDeductible && <Badge variant="outline" className="text-xs text-green-600 border-green-300">Tax Deductible</Badge>}
{expense.category && <Badge variant="outline" className="text-xs">{expense.category}</Badge>}
</div>
<p className="text-muted-foreground mt-0.5 text-xs">
{new Intl.DateTimeFormat("en-US", { month: "short", day: "numeric", year: "numeric" }).format(new Date(expense.date))}
{expense.client ? ` · ${expense.client.name}` : ""}
</p>
{expense.notes && <p className="text-muted-foreground mt-1 text-xs">{expense.notes}</p>}
</div>
<div className="flex flex-shrink-0 items-center gap-2">
<p className="font-semibold">{formatCurrency(expense.amount, expense.currency)}</p>
<Button variant="ghost" size="sm" className="h-8 w-8 p-0" onClick={() => handleEdit(expense)}><Pencil className="h-3.5 w-3.5" /></Button>
<Button variant="ghost" size="sm" className="text-destructive h-8 w-8 p-0" onClick={() => setDeleteId(expense.id)}><Trash2 className="h-3.5 w-3.5" /></Button>
</div>
</div>
))}
</div>
)}
</CardContent>
</Card>
{/* Add/Edit dialog */}
<Dialog open={open} onOpenChange={setOpen}>
<DialogContent className="max-h-[90vh] overflow-y-auto sm:max-w-lg">
<DialogHeader>
<DialogTitle>{editId ? "Edit Expense" : "Add Expense"}</DialogTitle>
</DialogHeader>
<div className="space-y-4 py-2">
<div className="space-y-2">
<Label>Description *</Label>
<Input value={form.description} onChange={(e) => setForm((p) => ({ ...p, description: e.target.value }))} placeholder="e.g. Laptop charger" />
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-2">
<Label>Amount *</Label>
<NumberInput value={form.amount} onChange={(v) => setForm((p) => ({ ...p, amount: v }))} min={0} step={0.01} />
</div>
<div className="space-y-2">
<Label>Currency</Label>
<Select value={form.currency} onValueChange={(v) => setForm((p) => ({ ...p, currency: v }))}>
<SelectTrigger><SelectValue /></SelectTrigger>
<SelectContent>{SUPPORTED_CURRENCIES.map((c) => <SelectItem key={c.code} value={c.code}>{c.code}</SelectItem>)}</SelectContent>
</Select>
</div>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-2">
<Label>Date</Label>
<DatePicker date={form.date} onDateChange={(d) => setForm((p) => ({ ...p, date: d ?? new Date() }))} className="w-full" />
</div>
<div className="space-y-2">
<Label>Category</Label>
<Select value={form.category || "none"} onValueChange={(v) => setForm((p) => ({ ...p, category: v === "none" ? "" : v }))}>
<SelectTrigger><SelectValue placeholder="Select…" /></SelectTrigger>
<SelectContent>
<SelectItem value="none">None</SelectItem>
{EXPENSE_CATEGORIES.map((c) => <SelectItem key={c} value={c}>{c}</SelectItem>)}
</SelectContent>
</Select>
</div>
</div>
<div className="space-y-2">
<Label>Client (optional)</Label>
<Select value={form.clientId || "none"} onValueChange={(v) => setForm((p) => ({ ...p, clientId: v === "none" ? "" : v }))}>
<SelectTrigger><SelectValue placeholder="No client" /></SelectTrigger>
<SelectContent>
<SelectItem value="none">No client</SelectItem>
{clients.map((c) => <SelectItem key={c.id} value={c.id}>{c.name}</SelectItem>)}
</SelectContent>
</Select>
</div>
<div className="flex flex-wrap gap-6">
<label className="flex cursor-pointer items-center gap-2">
<Checkbox checked={form.billable} onCheckedChange={(v) => setForm((p) => ({ ...p, billable: !!v }))} />
<span className="text-sm">Billable</span>
</label>
<label className="flex cursor-pointer items-center gap-2">
<Checkbox checked={form.reimbursable} onCheckedChange={(v) => setForm((p) => ({ ...p, reimbursable: !!v }))} />
<span className="text-sm">Reimbursable</span>
</label>
<label className="flex cursor-pointer items-center gap-2">
<Checkbox checked={form.taxDeductible} onCheckedChange={(v) => setForm((p) => ({ ...p, taxDeductible: !!v }))} />
<span className="text-sm">Tax Deductible</span>
</label>
</div>
<div className="space-y-2">
<Label>Notes (optional)</Label>
<Input value={form.notes} onChange={(e) => setForm((p) => ({ ...p, notes: e.target.value }))} placeholder="Additional details…" />
</div>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setOpen(false)}>Cancel</Button>
<Button onClick={handleSubmit} disabled={create.isPending || update.isPending}>
{create.isPending || update.isPending ? "Saving…" : editId ? "Update" : "Add Expense"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Delete dialog */}
<Dialog open={!!deleteId} onOpenChange={(o) => !o && setDeleteId(null)}>
<DialogContent>
<DialogHeader>
<DialogTitle>Delete Expense</DialogTitle>
<DialogDescription>This action cannot be undone.</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button variant="outline" onClick={() => setDeleteId(null)}>Cancel</Button>
<Button variant="destructive" onClick={() => deleteId && del.mutate({ id: deleteId })} disabled={del.isPending}>
{del.isPending ? "Deleting…" : "Delete"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
);
}