Added invoice new button

X-Lovable-Edit-ID: edt-f58376ad-77fa-49f4-95da-26de9bc9347a
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-18 16:38:20 +00:00
co-authored by renee-png
+208 -3
View File
@@ -5,10 +5,13 @@ import { PageContainer, PageHeader } from "@/components/app-shell";
import { Card, CardContent } from "@/components/ui/card";
import { Input } from "@/components/ui/input";
import { Badge } from "@/components/ui/badge";
import { Button } from "@/components/ui/button";
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogFooter } from "@/components/ui/dialog";
import { supabase } from "@/integrations/supabase/client";
import { Receipt, Search } from "lucide-react";
import { Receipt, Search, FilePlus } from "lucide-react";
import { formatCurrency, formatDate, statusBadgeClass } from "@/lib/format";
import { GenerateInvoiceDialog } from "@/components/invoices/generate-invoice-dialog";
export const Route = createFileRoute("/invoices/")({
component: () => (
@@ -18,12 +21,25 @@ export const Route = createFileRoute("/invoices/")({
),
});
interface ClientLite {
id: string;
name: string;
unbilledTotal: number;
unbilledTimeAmount: number;
unbilledExpenseAmount: number;
caseCount: number;
}
function InvoicesIndex() {
const [invoices, setInvoices] = useState<any[]>([]);
const [loading, setLoading] = useState(true);
const [q, setQ] = useState("");
const [status, setStatus] = useState<string>("all");
// New-invoice flow: first pick a client, then open the generate dialog.
const [pickerOpen, setPickerOpen] = useState(false);
const [pickedClient, setPickedClient] = useState<{ id: string; name: string } | null>(null);
useEffect(() => {
(async () => {
const { data } = await supabase
@@ -56,7 +72,15 @@ function InvoicesIndex() {
return (
<PageContainer>
<PageHeader title="Invoices" description="All client invoices across the firm" />
<PageHeader
title="Invoices"
description="All client invoices across the firm"
actions={
<Button onClick={() => setPickerOpen(true)}>
<FilePlus className="h-4 w-4 mr-2" /> New invoice
</Button>
}
/>
<div className="grid sm:grid-cols-3 gap-3 mb-5">
<Stat label="Invoices" value={totals.count.toString()} />
@@ -101,7 +125,7 @@ function InvoicesIndex() {
{!loading && filtered.length === 0 && (
<tr><td colSpan={7} className="text-center py-12 text-muted-foreground">
<Receipt className="h-8 w-8 mx-auto mb-2 opacity-40" />
No invoices yet. Generate one from a Client or Case page.
No invoices yet. Click <strong>New invoice</strong> to generate one.
</td></tr>
)}
{filtered.map((i) => {
@@ -132,6 +156,24 @@ function InvoicesIndex() {
</table>
</CardContent>
</Card>
<ClientPickerDialog
open={pickerOpen}
onOpenChange={setPickerOpen}
onPick={(c) => {
setPickerOpen(false);
setPickedClient(c);
}}
/>
{pickedClient && (
<GenerateInvoiceDialog
open={!!pickedClient}
onOpenChange={(b) => { if (!b) setPickedClient(null); }}
clientId={pickedClient.id}
clientName={pickedClient.name}
/>
)}
</PageContainer>
);
}
@@ -146,3 +188,166 @@ function Stat({ label, value }: { label: string; value: string }) {
</Card>
);
}
function ClientPickerDialog({
open,
onOpenChange,
onPick,
}: {
open: boolean;
onOpenChange: (b: boolean) => void;
onPick: (c: { id: string; name: string }) => void;
}) {
const [clients, setClients] = useState<ClientLite[]>([]);
const [loading, setLoading] = useState(false);
const [q, setQ] = useState("");
useEffect(() => {
if (!open) return;
(async () => {
setLoading(true);
// Pull every active client and their cases, then aggregate unbilled time/expenses.
const { data: cs } = await supabase
.from("clients")
.select("id, name")
.is("archived_at", null)
.order("name", { ascending: true });
const clientList = cs ?? [];
if (clientList.length === 0) {
setClients([]);
setLoading(false);
return;
}
const { data: cases } = await supabase
.from("cases")
.select("id, client_id")
.is("archived_at", null)
.in("client_id", clientList.map((c) => c.id));
const caseToClient = new Map<string, string>();
const clientCaseCount = new Map<string, number>();
for (const c of cases ?? []) {
if (!c.client_id) continue;
caseToClient.set(c.id, c.client_id);
clientCaseCount.set(c.client_id, (clientCaseCount.get(c.client_id) ?? 0) + 1);
}
const caseIds = Array.from(caseToClient.keys());
const tally = new Map<string, { time: number; expense: number }>();
if (caseIds.length > 0) {
const [{ data: time }, { data: exp }] = await Promise.all([
supabase.from("time_entries").select("case_id, hours, hourly_rate")
.in("case_id", caseIds).eq("billable", true).is("invoice_id", null),
supabase.from("expenses").select("case_id, amount")
.in("case_id", caseIds).eq("billable", true).is("invoice_id", null),
]);
for (const t of time ?? []) {
const cid = caseToClient.get(t.case_id);
if (!cid) continue;
const cur = tally.get(cid) ?? { time: 0, expense: 0 };
cur.time += Number(t.hours) * Number(t.hourly_rate);
tally.set(cid, cur);
}
for (const e of exp ?? []) {
const cid = caseToClient.get(e.case_id);
if (!cid) continue;
const cur = tally.get(cid) ?? { time: 0, expense: 0 };
cur.expense += Number(e.amount);
tally.set(cid, cur);
}
}
const enriched: ClientLite[] = clientList.map((c) => {
const t = tally.get(c.id) ?? { time: 0, expense: 0 };
return {
id: c.id,
name: c.name,
unbilledTimeAmount: t.time,
unbilledExpenseAmount: t.expense,
unbilledTotal: t.time + t.expense,
caseCount: clientCaseCount.get(c.id) ?? 0,
};
});
// Sort: clients with unbilled work first, then alphabetical.
enriched.sort((a, b) => {
if ((b.unbilledTotal > 0 ? 1 : 0) !== (a.unbilledTotal > 0 ? 1 : 0)) {
return (b.unbilledTotal > 0 ? 1 : 0) - (a.unbilledTotal > 0 ? 1 : 0);
}
if (b.unbilledTotal !== a.unbilledTotal) return b.unbilledTotal - a.unbilledTotal;
return a.name.localeCompare(b.name);
});
setClients(enriched);
setLoading(false);
})();
}, [open]);
const filtered = useMemo(() => {
if (!q) return clients;
const s = q.toLowerCase();
return clients.filter((c) => c.name.toLowerCase().includes(s));
}, [clients, q]);
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-xl">
<DialogHeader>
<DialogTitle>New invoice — choose a client</DialogTitle>
</DialogHeader>
<div className="space-y-3">
<div className="relative">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
autoFocus
className="pl-9"
placeholder="Search clients…"
value={q}
onChange={(e) => setQ(e.target.value)}
/>
</div>
<div className="border rounded-md divide-y max-h-[400px] overflow-auto">
{loading && <div className="py-8 text-center text-sm text-muted-foreground">Loading clients…</div>}
{!loading && filtered.length === 0 && (
<div className="py-8 text-center text-sm text-muted-foreground">No matching clients.</div>
)}
{!loading && filtered.map((c) => (
<button
key={c.id}
type="button"
onClick={() => onPick({ id: c.id, name: c.name })}
className="w-full text-left p-3 hover:bg-muted/40 transition-colors"
>
<div className="flex items-center justify-between gap-2">
<div className="min-w-0">
<div className="font-medium text-sm truncate">{c.name}</div>
<div className="text-xs text-muted-foreground">
{c.caseCount} {c.caseCount === 1 ? "case" : "cases"}
{c.unbilledTotal > 0 && (
<>
{" · "}
{formatCurrency(c.unbilledTimeAmount)} time
{c.unbilledExpenseAmount > 0 && <> · {formatCurrency(c.unbilledExpenseAmount)} expenses</>}
</>
)}
</div>
</div>
<div className="text-right">
{c.unbilledTotal > 0 ? (
<Badge variant="outline" className="bg-primary/10 text-primary border-primary/30 tabular-nums">
{formatCurrency(c.unbilledTotal)} unbilled
</Badge>
) : (
<span className="text-[11px] text-muted-foreground">No unbilled work</span>
)}
</div>
</div>
</button>
))}
</div>
<p className="text-[11px] text-muted-foreground">
Pick a client to see a checklist of their cases and a summary of unbilled time and expenses on each.
</p>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>Cancel</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}