Merge pull request #8 from renee-png/accounting-sales-receipts-coa-sync-expenses

Accounting: sales receipts, COA sync/import, vendor-expense recognition, bill approvals

src/pages/BillApprovalsPage.tsx

@@ -23,6 +23,7 @@ const statusColors: Record<string, string> = {
   pending: "bg-amber-100 text-amber-700",
   approved: "bg-emerald-100 text-emerald-700",
   rejected: "bg-red-100 text-red-700",
+  denied: "bg-red-100 text-red-700",
   paid: "bg-emerald-100 text-emerald-700",
   overdue: "bg-red-100 text-red-700",
   draft: "bg-muted text-muted-foreground",

src/pages/BillDetailPage.tsx

@@ -174,7 +174,7 @@ export default function BillDetailPage({ boardAssociationIds }: { boardAssociati
 
       // Notify staff (admins/managers) that a board member has voted
       try {
-        const approvalRecord = (bill?.bill_approvals || []).find((a: any) => a.id === approvalId);
+        const approvalRecord = approvals.find((a: any) => a.id === approvalId);
         const voterName = approvalRecord?.approver_name || "A board member";
         const billLabel = bill?.invoice_number ? `Bill #${bill.invoice_number}` : `Bill ${(id || "").slice(0, 8)}`;
         const associationName = bill?.associations?.name || "an association";

src/pages/accounting/AccountingChartOfAccountsPage.tsx

@@ -19,10 +19,11 @@ import {
   AlertDialog, AlertDialogAction, AlertDialogCancel, AlertDialogContent,
   AlertDialogDescription, AlertDialogFooter, AlertDialogHeader, AlertDialogTitle, AlertDialogTrigger,
 } from "@/components/ui/alert-dialog";
-import { Plus, Trash2, CalendarIcon, Lock, Pencil, RotateCcw, Save, Info, Loader2 } from "lucide-react";
+import { Plus, Trash2, CalendarIcon, Lock, Pencil, RotateCcw, Save, Info, Loader2, Upload } from "lucide-react";
 import { toast } from "sonner";
 import { money } from "./lib/format";
 import { cn } from "@/lib/utils";
+import ChartOfAccountsImportDialog from "./components/ChartOfAccountsImportDialog";
 
 const TYPES = [
   { value: "asset",     label: "Assets",      tone: "bg-emerald-100 text-emerald-700", side: "debit"  as const },
@@ -40,6 +41,7 @@ export default function AccountingChartOfAccountsPage() {
 
   // ── Account form (shared create/edit) ──
   const [open, setOpen] = useState(false);
+  const [importOpen, setImportOpen] = useState(false);
   const [editId, setEditId] = useState<string | null>(null);
   const [name, setName] = useState("");
   const [code, setCode] = useState("");
@@ -252,6 +254,10 @@ export default function AccountingChartOfAccountsPage() {
           <h1 className="text-2xl font-semibold">Chart of Accounts</h1>
           <p className="text-sm text-muted-foreground">{(accounts as any[]).length} accounts across {TYPES.length} categories</p>
         </div>
+        <div className="flex items-center gap-2">
+          <Button variant="outline" onClick={() => setImportOpen(true)}>
+            <Upload className="mr-1 h-4 w-4" /> Import
+          </Button>
           <Dialog open={open} onOpenChange={(v) => { setOpen(v); if (!v) resetForm(); }}>
             <DialogTrigger asChild>
               <Button onClick={resetForm}><Plus className="mr-1 h-4 w-4" /> New Account</Button>
@@ -306,6 +312,15 @@ export default function AccountingChartOfAccountsPage() {
           </DialogContent>
           </Dialog>
         </div>
+      </div>
+
+      <ChartOfAccountsImportDialog
+        open={importOpen}
+        onOpenChange={setImportOpen}
+        companyId={cid}
+        existingAccounts={accounts as any[]}
+        onSuccess={() => qc.invalidateQueries({ queryKey: ["accounts", cid] })}
+      />
 
       <Tabs defaultValue="accounts">
         <TabsList>

src/pages/accounting/components/ChartOfAccountsImportDialog.tsx

@@ -0,0 +1,430 @@
+import { useEffect, useMemo, useState } from "react";
+import * as XLSX from "xlsx";
+import { toast } from "sonner";
+import { accounting } from "@/lib/accountingClient";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Dialog, DialogContent, DialogHeader, DialogTitle, DialogDescription, DialogFooter,
+} from "@/components/ui/dialog";
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
+import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from "@/components/ui/table";
+import { Alert, AlertDescription, AlertTitle } from "@/components/ui/alert";
+import { AlertCircle, CheckCircle2, AlertTriangle, ArrowRight, Loader2 } from "lucide-react";
+
+const ACCOUNT_TYPES = ["asset", "liability", "equity", "income", "expense"] as const;
+type AccountType = (typeof ACCOUNT_TYPES)[number];
+
+// Importable target fields, in the order shown in the mapping step.
+const FIELDS: { key: string; label: string; required: boolean; hint: string }[] = [
+  { key: "code", label: "Account code", required: false, hint: "e.g. 1100" },
+  { key: "name", label: "Account name", required: true, hint: "e.g. Operating Cash" },
+  { key: "type", label: "Type", required: true, hint: "Asset, Liability, Equity, Income, or Expense" },
+  { key: "description", label: "Description", required: false, hint: "Optional notes" },
+  { key: "is_bank", label: "Bank account?", required: false, hint: "Yes / No" },
+  { key: "is_reserve", label: "Reserve fund?", required: false, hint: "Yes / No" },
+];
+
+// Map the many ways accounting systems label account types onto our 5 enum values.
+const TYPE_ALIASES: Record<string, AccountType> = {
+  asset: "asset", assets: "asset", bank: "asset", cash: "asset",
+  "accounts receivable": "asset", "a/r": "asset", ar: "asset", receivable: "asset",
+  "fixed asset": "asset", "fixed assets": "asset", "other asset": "asset",
+  "other current asset": "asset", "current asset": "asset",
+  liability: "liability", liabilities: "liability",
+  "accounts payable": "liability", "a/p": "liability", ap: "liability", payable: "liability",
+  "credit card": "liability", "current liability": "liability",
+  "other current liability": "liability", "long term liability": "liability",
+  "long-term liability": "liability",
+  equity: "equity", equities: "equity", "retained earnings": "equity", capital: "equity",
+  income: "income", revenue: "income", revenues: "income", sales: "income",
+  "other income": "income",
+  expense: "expense", expenses: "expense", "cost of goods sold": "expense",
+  cogs: "expense", "other expense": "expense",
+};
+
+function normalizeType(raw: unknown): AccountType | null {
+  const v = String(raw ?? "").trim().toLowerCase();
+  if (!v) return null;
+  if ((ACCOUNT_TYPES as readonly string[]).includes(v)) return v as AccountType;
+  return TYPE_ALIASES[v] ?? null;
+}
+
+function parseBool(raw: unknown): boolean {
+  const v = String(raw ?? "").trim().toLowerCase();
+  return ["yes", "y", "true", "1", "x", "✓"].includes(v);
+}
+
+const norm = (s: string) => s.toLowerCase().replace(/[\s_-]/g, "");
+
+type PreviewRow = {
+  _id: number;
+  code: string;
+  name: string;
+  type: AccountType | null;
+  rawType: string;
+  description: string;
+  is_bank: boolean;
+  is_reserve: boolean;
+  errors: string[];
+  duplicate: boolean;
+};
+
+export default function ChartOfAccountsImportDialog({
+  open, onOpenChange, companyId, existingAccounts, onSuccess,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+  companyId: string;
+  existingAccounts: { code?: string | null }[];
+  onSuccess?: () => void;
+}) {
+  const [step, setStep] = useState(1);
+  const [busy, setBusy] = useState(false);
+  const [file, setFile] = useState<File | null>(null);
+  const [headers, setHeaders] = useState<string[]>([]);
+  const [rows, setRows] = useState<Record<string, any>[]>([]);
+  const [mapping, setMapping] = useState<Record<string, string>>({});
+  const [preview, setPreview] = useState<PreviewRow[]>([]);
+  const [summary, setSummary] = useState<{ total: number; imported: number; skipped: number } | null>(null);
+
+  useEffect(() => {
+    if (!open) {
+      setStep(1); setBusy(false); setFile(null); setHeaders([]); setRows([]);
+      setMapping({}); setPreview([]); setSummary(null);
+    }
+  }, [open]);
+
+  const existingCodes = useMemo(() => {
+    const s = new Set<string>();
+    for (const a of existingAccounts) {
+      const c = String(a.code ?? "").trim().toLowerCase();
+      if (c) s.add(c);
+    }
+    return s;
+  }, [existingAccounts]);
+
+  const handleFile = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const f = e.target.files?.[0];
+    if (!f) return;
+    const ok = /\.(csv|xlsx|xls)$/i.test(f.name) || f.type === "text/csv";
+    if (!ok) {
+      toast.error("Please upload a CSV or Excel file.");
+      return;
+    }
+    setFile(f);
+  };
+
+  const parseFile = () => {
+    if (!file) return;
+    setBusy(true);
+    const reader = new FileReader();
+    reader.onload = (e) => {
+      try {
+        const data = new Uint8Array(e.target!.result as ArrayBuffer);
+        const wb = XLSX.read(data, { type: "array" });
+        const ws = wb.Sheets[wb.SheetNames[0]];
+        const json = XLSX.utils.sheet_to_json<any[]>(ws, { header: 1, blankrows: false });
+        if (json.length < 2) {
+          toast.error("The file appears to be empty or has only a header row.");
+          setBusy(false);
+          return;
+        }
+        const hdrs = (json[0] as any[]).map((h) => String(h ?? "").trim()).filter(Boolean);
+        const dataRows = json.slice(1).map((r) => {
+          const obj: Record<string, any> = {};
+          hdrs.forEach((h, i) => { obj[h] = (r as any[])[i]; });
+          return obj;
+        });
+        setHeaders(hdrs);
+        setRows(dataRows);
+
+        // Auto-map by header name.
+        const auto: Record<string, string> = {};
+        for (const field of FIELDS) {
+          const match = hdrs.find((h) => norm(h) === norm(field.key) || norm(h) === norm(field.label));
+          if (match) auto[field.key] = match;
+        }
+        setMapping(auto);
+        setStep(2);
+      } catch {
+        toast.error("Could not read the file.");
+      } finally {
+        setBusy(false);
+      }
+    };
+    reader.readAsArrayBuffer(file);
+  };
+
+  const buildPreview = () => {
+    const missingRequired = FIELDS.filter((f) => f.required && !mapping[f.key]);
+    if (missingRequired.length) {
+      toast.error(`Map required fields: ${missingRequired.map((f) => f.label).join(", ")}`);
+      return;
+    }
+    const seenCodes = new Set<string>();
+    const out: PreviewRow[] = rows.map((row, i) => {
+      const get = (key: string) => (mapping[key] ? row[mapping[key]] : undefined);
+      const code = String(get("code") ?? "").trim();
+      const name = String(get("name") ?? "").trim();
+      const rawType = String(get("type") ?? "").trim();
+      const type = normalizeType(rawType);
+      const description = String(get("description") ?? "").trim();
+      const is_bank = mapping.is_bank ? parseBool(get("is_bank")) : false;
+      const is_reserve = mapping.is_reserve ? parseBool(get("is_reserve")) : false;
+
+      const errors: string[] = [];
+      if (!name) errors.push("Name is required");
+      if (!type) errors.push(rawType ? `Unrecognized type "${rawType}"` : "Type is required");
+
+      const codeKey = code.toLowerCase();
+      let duplicate = false;
+      if (codeKey) {
+        if (existingCodes.has(codeKey)) duplicate = true;
+        else if (seenCodes.has(codeKey)) duplicate = true;
+        seenCodes.add(codeKey);
+      }
+
+      return { _id: i, code, name, type, rawType, description, is_bank, is_reserve, errors, duplicate };
+    });
+    setPreview(out);
+    setStep(3);
+  };
+
+  const importable = useMemo(
+    () => preview.filter((r) => r.errors.length === 0 && !r.duplicate),
+    [preview]
+  );
+
+  const runImport = async () => {
+    if (importable.length === 0) {
+      toast.error("No valid new accounts to import.");
+      return;
+    }
+    setBusy(true);
+    try {
+      const payload = importable.map((r) => ({
+        company_id: companyId,
+        name: r.name,
+        code: r.code || null,
+        type: r.type,
+        description: r.description || null,
+        is_bank: r.is_bank,
+        is_reserve: r.is_reserve,
+      }));
+
+      const CHUNK = 200;
+      for (let i = 0; i < payload.length; i += CHUNK) {
+        const { error } = await accounting.from("accounts").insert(payload.slice(i, i + CHUNK));
+        if (error) throw error;
+      }
+
+      setSummary({
+        total: preview.length,
+        imported: importable.length,
+        skipped: preview.length - importable.length,
+      });
+      setStep(4);
+      onSuccess?.();
+    } catch (err: any) {
+      toast.error(err?.message || "Import failed.");
+    } finally {
+      setBusy(false);
+    }
+  };
+
+  const errorCount = preview.filter((r) => r.errors.length > 0).length;
+  const dupCount = preview.filter((r) => r.errors.length === 0 && r.duplicate).length;
+
+  return (
+    <Dialog open={open} onOpenChange={(v) => { if (!busy) onOpenChange(v); }}>
+      <DialogContent className="sm:max-w-3xl max-h-[90vh] flex flex-col">
+        <DialogHeader className="shrink-0">
+          <DialogTitle>
+            {step === 1 && "Import Chart of Accounts"}
+            {step === 2 && "Map Columns"}
+            {step === 3 && "Preview Accounts"}
+            {step === 4 && "Import Complete"}
+          </DialogTitle>
+          <DialogDescription>
+            {step === 1 && "Upload a CSV or Excel file containing your account list."}
+            {step === 2 && "Match your file's columns to account fields."}
+            {step === 3 && "Review accounts before importing. Existing codes are skipped."}
+            {step === 4 && "Review the results of the import."}
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="flex-1 overflow-y-auto py-4 min-h-[280px]">
+          {step === 1 && (
+            <div className="space-y-4">
+              <Alert>
+                <AlertCircle className="h-4 w-4" />
+                <AlertTitle className="font-semibold">Expected columns</AlertTitle>
+                <AlertDescription className="mt-1 text-sm leading-relaxed">
+                  At minimum include an <strong>Account name</strong> and a <strong>Type</strong>{" "}
+                  (Asset, Liability, Equity, Income, or Expense). Optional columns: Account code,
+                  Description, Bank account?, Reserve fund?. You'll map them on the next step.
+                </AlertDescription>
+              </Alert>
+              <div className="space-y-2">
+                <Label htmlFor="coa-import-file" className="text-sm font-semibold">Select file</Label>
+                <Input
+                  id="coa-import-file"
+                  type="file"
+                  accept=".csv,.xlsx,.xls,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.ms-excel"
+                  onChange={handleFile}
+                  className="cursor-pointer"
+                />
+                {file && <p className="text-xs text-muted-foreground">Selected: {file.name}</p>}
+              </div>
+            </div>
+          )}
+
+          {step === 2 && (
+            <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+              {FIELDS.map((field) => (
+                <div key={field.key} className="space-y-1.5 p-3 border rounded-lg bg-muted/40">
+                  <Label className="font-medium text-sm flex items-center">
+                    {field.label}
+                    {field.required && <span className="text-destructive ml-1">*</span>}
+                  </Label>
+                  <p className="text-xs text-muted-foreground">{field.hint}</p>
+                  <Select
+                    value={mapping[field.key] ?? "__none__"}
+                    onValueChange={(v) =>
+                      setMapping((m) => {
+                        const next = { ...m };
+                        if (v === "__none__") delete next[field.key];
+                        else next[field.key] = v;
+                        return next;
+                      })
+                    }
+                  >
+                    <SelectTrigger className={`bg-background ${field.required && !mapping[field.key] ? "border-amber-300" : ""}`}>
+                      <SelectValue placeholder="Select a column…" />
+                    </SelectTrigger>
+                    <SelectContent>
+                      <SelectItem value="__none__">— Not mapped —</SelectItem>
+                      {headers.map((h) => <SelectItem key={h} value={h}>{h}</SelectItem>)}
+                    </SelectContent>
+                  </Select>
+                </div>
+              ))}
+            </div>
+          )}
+
+          {step === 3 && (
+            <div className="space-y-4">
+              <Alert variant={errorCount > 0 ? "destructive" : "default"}>
+                {errorCount > 0
+                  ? <AlertCircle className="h-4 w-4" />
+                  : <CheckCircle2 className="h-4 w-4 text-emerald-600" />}
+                <AlertTitle>{errorCount > 0 ? "Some rows have errors" : "Ready to import"}</AlertTitle>
+                <AlertDescription>
+                  {importable.length} new account(s) will be imported
+                  {dupCount > 0 ? `, ${dupCount} duplicate(s) skipped` : ""}
+                  {errorCount > 0 ? `, ${errorCount} row(s) with errors skipped` : ""}.
+                </AlertDescription>
+              </Alert>
+              <div className="rounded-md border overflow-x-auto">
+                <Table className="min-w-[640px]">
+                  <TableHeader>
+                    <TableRow>
+                      <TableHead className="w-24">Code</TableHead>
+                      <TableHead>Name</TableHead>
+                      <TableHead className="w-28">Type</TableHead>
+                      <TableHead className="w-20">Bank</TableHead>
+                      <TableHead className="w-20">Reserve</TableHead>
+                      <TableHead className="w-10"></TableHead>
+                    </TableRow>
+                  </TableHeader>
+                  <TableBody>
+                    {preview.map((r) => {
+                      const bad = r.errors.length > 0;
+                      return (
+                        <TableRow key={r._id} className={bad ? "bg-destructive/5" : (r.duplicate ? "bg-amber-50/40" : "")}>
+                          <TableCell className="font-mono text-xs text-muted-foreground">{r.code || "—"}</TableCell>
+                          <TableCell className="text-sm">{r.name || <span className="text-destructive">Missing</span>}</TableCell>
+                          <TableCell className="text-sm capitalize">
+                            {r.type ?? <span className="text-destructive">{r.rawType || "Missing"}</span>}
+                          </TableCell>
+                          <TableCell className="text-xs">{r.is_bank ? "Yes" : "—"}</TableCell>
+                          <TableCell className="text-xs">{r.is_reserve ? "Yes" : "—"}</TableCell>
+                          <TableCell>
+                            {bad ? (
+                              <span title={r.errors.join(", ")}><AlertCircle className="h-4 w-4 text-destructive" /></span>
+                            ) : r.duplicate ? (
+                              <span title="Code already exists — will be skipped"><AlertTriangle className="h-4 w-4 text-amber-500" /></span>
+                            ) : (
+                              <CheckCircle2 className="h-4 w-4 text-emerald-500" />
+                            )}
+                          </TableCell>
+                        </TableRow>
+                      );
+                    })}
+                  </TableBody>
+                </Table>
+              </div>
+            </div>
+          )}
+
+          {step === 4 && summary && (
+            <div className="flex flex-col items-center justify-center py-8 space-y-6">
+              <div className="w-16 h-16 rounded-full bg-emerald-100 flex items-center justify-center text-emerald-600">
+                <CheckCircle2 className="w-8 h-8" />
+              </div>
+              <div className="text-center">
+                <h3 className="text-xl font-bold">Import Complete</h3>
+                <p className="text-muted-foreground text-sm">Your chart of accounts has been updated.</p>
+              </div>
+              <div className="grid grid-cols-3 gap-4 w-full max-w-md">
+                <div className="bg-muted border rounded-xl p-4 text-center">
+                  <p className="text-xs font-semibold text-muted-foreground uppercase mb-1">Total</p>
+                  <p className="text-2xl font-bold">{summary.total}</p>
+                </div>
+                <div className="bg-emerald-50 border border-emerald-100 rounded-xl p-4 text-center">
+                  <p className="text-xs font-semibold text-emerald-600 uppercase mb-1">Imported</p>
+                  <p className="text-2xl font-bold text-emerald-700">{summary.imported}</p>
+                </div>
+                <div className="bg-amber-50 border border-amber-100 rounded-xl p-4 text-center">
+                  <p className="text-xs font-semibold text-amber-600 uppercase mb-1">Skipped</p>
+                  <p className="text-2xl font-bold text-amber-700">{summary.skipped}</p>
+                </div>
+              </div>
+            </div>
+          )}
+        </div>
+
+        <DialogFooter className="shrink-0 pt-4 border-t">
+          {step < 4 ? (
+            <>
+              <Button variant="outline" onClick={() => onOpenChange(false)} disabled={busy}>Cancel</Button>
+              {step === 1 && (
+                <Button onClick={parseFile} disabled={!file || busy}>
+                  {busy ? <><Loader2 className="mr-2 h-4 w-4 animate-spin" /> Parsing…</> : "Continue"}
+                </Button>
+              )}
+              {step === 2 && (
+                <>
+                  <Button variant="outline" onClick={() => setStep(1)} disabled={busy}>Back</Button>
+                  <Button onClick={buildPreview} disabled={busy}>Generate Preview</Button>
+                </>
+              )}
+              {step === 3 && (
+                <>
+                  <Button variant="outline" onClick={() => setStep(2)} disabled={busy}>Back</Button>
+                  <Button onClick={runImport} disabled={busy || importable.length === 0}>
+                    {busy ? <><Loader2 className="mr-2 h-4 w-4 animate-spin" /> Importing…</> : `Import ${importable.length} account(s)`}
+                  </Button>
+                </>
+              )}
+            </>
+          ) : (
+            <Button onClick={() => onOpenChange(false)}>Done <ArrowRight className="w-4 h-4 ml-2" /></Button>
+          )}
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

supabase/.temp/cli-latest

@@ -1 +1 @@
-v2.104.0
+v2.105.0

supabase/functions/buildium-sync/index.ts

@@ -2225,7 +2225,7 @@ Deno.serve(async (req) => {
             const { error: aErr } = await supabase.from("bill_approvals").insert({
               bill_id: finalBillId,
               association_id: assocLocalId,
-              vendor_name: buildiumVendor?.Name || buildiumVendor?.CompanyName || "Buildium Vendor",
+              approver_name: buildiumVendor?.Name || buildiumVendor?.CompanyName || "Buildium Vendor",
               amount,
               status: "pending",
             });