Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
183
src/components/expenses/expense-columns.tsx
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183
src/components/expenses/expense-columns.tsx
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@@ -0,0 +1,183 @@
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'use client';
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import Link from 'next/link';
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import { format } from 'date-fns';
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import { MoreHorizontal, Pencil, Archive, Eye } from 'lucide-react';
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import type { ColumnDef } from '@tanstack/react-table';
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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export interface ExpenseRow {
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id: string;
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establishmentName: string | null;
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amount: string;
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currency: string;
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amountUsd: string | null;
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category: string | null;
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paymentStatus: string | null;
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paymentMethod: string | null;
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expenseDate: string;
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description: string | null;
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payer: string | null;
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receiptFileIds: string[] | null;
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archivedAt: string | null;
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createdAt: string;
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}
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const PAYMENT_STATUS_VARIANTS: Record<string, string> = {
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unpaid: 'destructive',
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paid: 'default',
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partial: 'secondary',
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};
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const PAYMENT_STATUS_COLORS: Record<string, string> = {
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unpaid: 'bg-red-100 text-red-700 border-red-200',
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paid: 'bg-green-100 text-green-700 border-green-200',
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partial: 'bg-yellow-100 text-yellow-700 border-yellow-200',
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};
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interface GetColumnsOptions {
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portSlug: string;
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onEdit: (expense: ExpenseRow) => void;
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onArchive: (expense: ExpenseRow) => void;
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}
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export function getExpenseColumns({
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portSlug,
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onEdit,
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onArchive,
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}: GetColumnsOptions): ColumnDef<ExpenseRow, unknown>[] {
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return [
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{
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id: 'expenseDate',
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accessorKey: 'expenseDate',
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header: 'Date',
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cell: ({ getValue }) => (
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<span className="text-sm text-muted-foreground">
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{format(new Date(getValue() as string), 'MMM d, yyyy')}
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</span>
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),
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},
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{
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id: 'establishmentName',
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accessorKey: 'establishmentName',
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header: 'Establishment',
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cell: ({ row }) => (
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<Link
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href={`/${portSlug}/expenses/${row.original.id}`}
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className="font-medium text-primary hover:underline"
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onClick={(e) => e.stopPropagation()}
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>
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{row.original.establishmentName ?? '—'}
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</Link>
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),
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},
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{
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id: 'amount',
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header: 'Amount',
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enableSorting: false,
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cell: ({ row }) => (
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<span className="font-medium tabular-nums">
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{Number(row.original.amount).toLocaleString('en-US', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}{' '}
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{row.original.currency}
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</span>
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),
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},
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{
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id: 'amountUsd',
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header: 'USD Equiv.',
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enableSorting: false,
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cell: ({ row }) =>
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row.original.amountUsd ? (
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<span className="text-sm text-muted-foreground tabular-nums">
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${Number(row.original.amountUsd).toLocaleString('en-US', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}
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</span>
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) : (
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<span className="text-sm text-muted-foreground">N/A</span>
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),
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},
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{
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id: 'category',
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accessorKey: 'category',
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header: 'Category',
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cell: ({ getValue }) => {
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const cat = getValue() as string | null;
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if (!cat) return <span className="text-muted-foreground">—</span>;
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return (
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<Badge variant="outline" className="capitalize text-xs">
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{cat.replace(/_/g, ' ')}
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</Badge>
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);
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},
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},
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{
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id: 'paymentStatus',
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accessorKey: 'paymentStatus',
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header: 'Status',
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cell: ({ getValue }) => {
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const status = (getValue() as string | null) ?? 'unpaid';
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const colorClass = PAYMENT_STATUS_COLORS[status] ?? '';
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return (
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<Badge
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variant="outline"
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className={`capitalize text-xs border ${colorClass}`}
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>
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{status}
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</Badge>
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);
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},
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},
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{
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id: 'actions',
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header: '',
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enableSorting: false,
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size: 48,
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cell: ({ row }) => (
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="ghost"
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size="icon"
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className="h-7 w-7"
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onClick={(e) => e.stopPropagation()}
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem asChild>
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<Link href={`/${portSlug}/expenses/${row.original.id}`}>
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<Eye className="mr-2 h-3.5 w-3.5" />
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View
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</Link>
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</DropdownMenuItem>
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<DropdownMenuItem onClick={() => onEdit(row.original)}>
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<Pencil className="mr-2 h-3.5 w-3.5" />
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Edit
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</DropdownMenuItem>
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<DropdownMenuItem
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className="text-destructive"
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onClick={() => onArchive(row.original)}
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>
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<Archive className="mr-2 h-3.5 w-3.5" />
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Archive
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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),
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},
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];
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}
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203
src/components/expenses/expense-detail.tsx
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203
src/components/expenses/expense-detail.tsx
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'use client';
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import { useState } from 'react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import { format } from 'date-fns';
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import { Loader2, Receipt, Edit, Archive } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { Label } from '@/components/ui/label';
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import { Input } from '@/components/ui/input';
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import { Textarea } from '@/components/ui/textarea';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { apiFetch } from '@/lib/api/client';
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import type { ExpenseRow } from './expense-columns';
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const PAYMENT_STATUS_COLORS: Record<string, string> = {
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unpaid: 'bg-red-100 text-red-700 border-red-200',
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paid: 'bg-green-100 text-green-700 border-green-200',
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partial: 'bg-yellow-100 text-yellow-700 border-yellow-200',
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};
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interface ExpenseDetailProps {
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expenseId: string;
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onEdit?: () => void;
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onArchived?: () => void;
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}
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export function ExpenseDetail({ expenseId, onEdit, onArchived }: ExpenseDetailProps) {
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const queryClient = useQueryClient();
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const [archiveOpen, setArchiveOpen] = useState(false);
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const { data, isLoading, error } = useQuery<{ data: ExpenseRow }>({
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queryKey: ['expenses', expenseId],
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queryFn: () => apiFetch(`/api/v1/expenses/${expenseId}`),
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});
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const archiveMutation = useMutation({
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mutationFn: () => apiFetch(`/api/v1/expenses/${expenseId}`, { method: 'DELETE' }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['expenses'] });
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setArchiveOpen(false);
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onArchived?.();
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},
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});
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if (isLoading) {
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return (
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<div className="flex items-center justify-center p-12">
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<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
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</div>
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);
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}
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if (error || !data?.data) {
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return (
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<div className="p-6 text-center text-muted-foreground">
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Failed to load expense details.
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</div>
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);
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}
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const expense = data.data;
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const status = expense.paymentStatus ?? 'unpaid';
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const statusColor = PAYMENT_STATUS_COLORS[status] ?? '';
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return (
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<div className="space-y-6">
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<div className="flex items-center justify-between">
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<div>
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<h2 className="text-xl font-semibold">
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{expense.establishmentName ?? 'Unnamed Expense'}
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</h2>
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<p className="text-sm text-muted-foreground mt-0.5">
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{format(new Date(expense.expenseDate), 'MMMM d, yyyy')}
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</p>
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</div>
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<div className="flex items-center gap-2">
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{onEdit && (
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<Button variant="outline" size="sm" onClick={onEdit}>
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<Edit className="mr-1.5 h-4 w-4" />
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Edit
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</Button>
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)}
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<Button
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variant="outline"
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size="sm"
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className="text-destructive"
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onClick={() => setArchiveOpen(true)}
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>
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<Archive className="mr-1.5 h-4 w-4" />
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Archive
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</Button>
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</div>
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</div>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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<Card>
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<CardHeader>
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<CardTitle className="text-sm font-medium">Amount</CardTitle>
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</CardHeader>
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<CardContent>
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<p className="text-2xl font-bold tabular-nums">
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{Number(expense.amount).toLocaleString('en-US', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})}{' '}
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{expense.currency}
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</p>
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{expense.amountUsd && expense.currency !== 'USD' && (
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<p className="text-sm text-muted-foreground mt-1">
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≈ ${Number(expense.amountUsd).toLocaleString('en-US', {
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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})} USD
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</p>
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)}
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle className="text-sm font-medium">Payment Status</CardTitle>
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</CardHeader>
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<CardContent>
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<Badge
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variant="outline"
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className={`capitalize text-sm border ${statusColor}`}
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>
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{status}
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</Badge>
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</CardContent>
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</Card>
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</div>
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<Card>
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<CardHeader>
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<CardTitle className="text-sm font-medium">Details</CardTitle>
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</CardHeader>
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<CardContent className="grid grid-cols-2 gap-4 text-sm">
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<div>
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<span className="text-muted-foreground">Category</span>
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<p className="mt-0.5 capitalize">
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{expense.category?.replace(/_/g, ' ') ?? '—'}
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</p>
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</div>
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<div>
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<span className="text-muted-foreground">Payment Method</span>
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<p className="mt-0.5 capitalize">
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{expense.paymentMethod?.replace(/_/g, ' ') ?? '—'}
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</p>
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</div>
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<div>
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<span className="text-muted-foreground">Payer</span>
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<p className="mt-0.5">{expense.payer ?? '—'}</p>
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</div>
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<div>
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<span className="text-muted-foreground">Description</span>
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<p className="mt-0.5">{expense.description ?? '—'}</p>
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</div>
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</CardContent>
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</Card>
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{expense.receiptFileIds && expense.receiptFileIds.length > 0 && (
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<Card>
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<CardHeader>
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<CardTitle className="text-sm font-medium flex items-center gap-2">
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<Receipt className="h-4 w-4" />
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Receipts ({expense.receiptFileIds.length})
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="flex flex-wrap gap-2">
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{(expense.receiptFileIds as string[]).map((fileId: string) => (
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<Badge key={fileId} variant="secondary" className="font-mono text-xs">
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{fileId}
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</Badge>
|
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))}
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</div>
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</CardContent>
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</Card>
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)}
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|
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<ArchiveConfirmDialog
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open={archiveOpen}
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onOpenChange={setArchiveOpen}
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entityName={expense.establishmentName ?? 'this expense'}
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entityType="Expense"
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isArchived={false}
|
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onConfirm={() => archiveMutation.mutate()}
|
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isLoading={archiveMutation.isPending}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
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53
src/components/expenses/expense-filters.tsx
Normal file
53
src/components/expenses/expense-filters.tsx
Normal file
@@ -0,0 +1,53 @@
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import type { FilterDefinition } from '@/components/shared/filter-bar';
|
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import { EXPENSE_CATEGORIES } from '@/lib/constants';
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|
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export const expenseFilterDefinitions: FilterDefinition[] = [
|
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{
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key: 'search',
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||||
label: 'Search',
|
||||
type: 'text',
|
||||
placeholder: 'Search by establishment or description...',
|
||||
},
|
||||
{
|
||||
key: 'category',
|
||||
label: 'Category',
|
||||
type: 'multi-select',
|
||||
options: EXPENSE_CATEGORIES.map((c) => ({
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||||
label: c.replace(/_/g, ' ').replace(/\b\w/g, (l) => l.toUpperCase()),
|
||||
value: c,
|
||||
})),
|
||||
},
|
||||
{
|
||||
key: 'paymentStatus',
|
||||
label: 'Payment Status',
|
||||
type: 'select',
|
||||
options: [
|
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{ label: 'Unpaid', value: 'unpaid' },
|
||||
{ label: 'Paid', value: 'paid' },
|
||||
{ label: 'Partial', value: 'partial' },
|
||||
],
|
||||
},
|
||||
{
|
||||
key: 'dateFrom',
|
||||
label: 'Date From',
|
||||
type: 'text',
|
||||
placeholder: 'YYYY-MM-DD',
|
||||
},
|
||||
{
|
||||
key: 'dateTo',
|
||||
label: 'Date To',
|
||||
type: 'text',
|
||||
placeholder: 'YYYY-MM-DD',
|
||||
},
|
||||
{
|
||||
key: 'currency',
|
||||
label: 'Currency',
|
||||
type: 'text',
|
||||
placeholder: 'e.g. USD, EUR',
|
||||
},
|
||||
{
|
||||
key: 'includeArchived',
|
||||
label: 'Include Archived',
|
||||
type: 'boolean',
|
||||
},
|
||||
];
|
||||
261
src/components/expenses/expense-form-dialog.tsx
Normal file
261
src/components/expenses/expense-form-dialog.tsx
Normal file
@@ -0,0 +1,261 @@
|
||||
'use client';
|
||||
|
||||
import { useEffect } from 'react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { useMutation, useQueryClient } from '@tanstack/react-query';
|
||||
import { Loader2 } from 'lucide-react';
|
||||
|
||||
import { Button } from '@/components/ui/button';
|
||||
import { Input } from '@/components/ui/input';
|
||||
import { Label } from '@/components/ui/label';
|
||||
import { Textarea } from '@/components/ui/textarea';
|
||||
import {
|
||||
Select,
|
||||
SelectContent,
|
||||
SelectItem,
|
||||
SelectTrigger,
|
||||
SelectValue,
|
||||
} from '@/components/ui/select';
|
||||
import {
|
||||
Sheet,
|
||||
SheetContent,
|
||||
SheetHeader,
|
||||
SheetTitle,
|
||||
SheetFooter,
|
||||
} from '@/components/ui/sheet';
|
||||
import { apiFetch } from '@/lib/api/client';
|
||||
import { createExpenseSchema, type CreateExpenseInput } from '@/lib/validators/expenses';
|
||||
import { EXPENSE_CATEGORIES, PAYMENT_METHODS } from '@/lib/constants';
|
||||
import type { ExpenseRow } from './expense-columns';
|
||||
|
||||
interface ExpenseFormDialogProps {
|
||||
open: boolean;
|
||||
onOpenChange: (open: boolean) => void;
|
||||
expense?: ExpenseRow;
|
||||
}
|
||||
|
||||
export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDialogProps) {
|
||||
const queryClient = useQueryClient();
|
||||
const isEdit = !!expense;
|
||||
|
||||
const {
|
||||
register,
|
||||
handleSubmit,
|
||||
setValue,
|
||||
watch,
|
||||
reset,
|
||||
formState: { errors, isSubmitting },
|
||||
} = useForm<CreateExpenseInput>({
|
||||
resolver: zodResolver(createExpenseSchema),
|
||||
defaultValues: {
|
||||
currency: 'USD',
|
||||
paymentStatus: 'unpaid',
|
||||
},
|
||||
});
|
||||
|
||||
useEffect(() => {
|
||||
if (open && expense) {
|
||||
reset({
|
||||
establishmentName: expense.establishmentName ?? undefined,
|
||||
amount: Number(expense.amount),
|
||||
currency: expense.currency,
|
||||
category: expense.category as any,
|
||||
paymentMethod: expense.paymentMethod as any,
|
||||
payer: expense.payer ?? undefined,
|
||||
expenseDate: new Date(expense.expenseDate),
|
||||
paymentStatus: (expense.paymentStatus as any) ?? 'unpaid',
|
||||
});
|
||||
} else if (open && !expense) {
|
||||
reset({
|
||||
currency: 'USD',
|
||||
paymentStatus: 'unpaid',
|
||||
expenseDate: new Date(),
|
||||
});
|
||||
}
|
||||
}, [open, expense, reset]);
|
||||
|
||||
const mutation = useMutation({
|
||||
mutationFn: (data: CreateExpenseInput) => {
|
||||
if (isEdit) {
|
||||
return apiFetch(`/api/v1/expenses/${expense.id}`, {
|
||||
method: 'PATCH',
|
||||
body: data,
|
||||
});
|
||||
}
|
||||
return apiFetch('/api/v1/expenses', { method: 'POST', body: data });
|
||||
},
|
||||
onSuccess: () => {
|
||||
queryClient.invalidateQueries({ queryKey: ['expenses'] });
|
||||
onOpenChange(false);
|
||||
},
|
||||
});
|
||||
|
||||
function onSubmit(data: CreateExpenseInput) {
|
||||
mutation.mutate(data);
|
||||
}
|
||||
|
||||
return (
|
||||
<Sheet open={open} onOpenChange={onOpenChange}>
|
||||
<SheetContent className="w-full sm:max-w-lg overflow-y-auto">
|
||||
<SheetHeader>
|
||||
<SheetTitle>{isEdit ? 'Edit Expense' : 'New Expense'}</SheetTitle>
|
||||
</SheetHeader>
|
||||
|
||||
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4 mt-4">
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="expenseDate">Date *</Label>
|
||||
<Input
|
||||
id="expenseDate"
|
||||
type="date"
|
||||
{...register('expenseDate', {
|
||||
setValueAs: (v) => (v ? new Date(v) : undefined),
|
||||
})}
|
||||
defaultValue={expense?.expenseDate
|
||||
? new Date(expense.expenseDate).toISOString().split('T')[0]
|
||||
: new Date().toISOString().split('T')[0]}
|
||||
/>
|
||||
{errors.expenseDate && (
|
||||
<p className="text-xs text-destructive">{errors.expenseDate.message}</p>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-2 gap-3">
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="amount">Amount *</Label>
|
||||
<Input
|
||||
id="amount"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
placeholder="0.00"
|
||||
{...register('amount', { valueAsNumber: true })}
|
||||
/>
|
||||
{errors.amount && (
|
||||
<p className="text-xs text-destructive">{errors.amount.message}</p>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="currency">Currency</Label>
|
||||
<Input
|
||||
id="currency"
|
||||
placeholder="USD"
|
||||
maxLength={3}
|
||||
{...register('currency')}
|
||||
/>
|
||||
{errors.currency && (
|
||||
<p className="text-xs text-destructive">{errors.currency.message}</p>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="establishmentName">Establishment</Label>
|
||||
<Input
|
||||
id="establishmentName"
|
||||
placeholder="Establishment name"
|
||||
{...register('establishmentName')}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="category">Category</Label>
|
||||
<Select
|
||||
onValueChange={(v) => setValue('category', v as any)}
|
||||
defaultValue={expense?.category ?? undefined}
|
||||
>
|
||||
<SelectTrigger id="category">
|
||||
<SelectValue placeholder="Select category" />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{EXPENSE_CATEGORIES.map((cat) => (
|
||||
<SelectItem key={cat} value={cat}>
|
||||
{cat.replace(/_/g, ' ').replace(/\b\w/g, (l) => l.toUpperCase())}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="paymentMethod">Payment Method</Label>
|
||||
<Select
|
||||
onValueChange={(v) => setValue('paymentMethod', v as any)}
|
||||
defaultValue={expense?.paymentMethod ?? undefined}
|
||||
>
|
||||
<SelectTrigger id="paymentMethod">
|
||||
<SelectValue placeholder="Select method" />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{PAYMENT_METHODS.map((m) => (
|
||||
<SelectItem key={m} value={m}>
|
||||
{m.replace(/_/g, ' ').replace(/\b\w/g, (l) => l.toUpperCase())}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="payer">Payer</Label>
|
||||
<Input
|
||||
id="payer"
|
||||
placeholder="Who paid?"
|
||||
{...register('payer')}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="paymentStatus">Payment Status</Label>
|
||||
<Select
|
||||
onValueChange={(v) => setValue('paymentStatus', v as any)}
|
||||
defaultValue={expense?.paymentStatus ?? 'unpaid'}
|
||||
>
|
||||
<SelectTrigger id="paymentStatus">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="unpaid">Unpaid</SelectItem>
|
||||
<SelectItem value="paid">Paid</SelectItem>
|
||||
<SelectItem value="partial">Partial</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="description">Description</Label>
|
||||
<Textarea
|
||||
id="description"
|
||||
placeholder="Additional notes..."
|
||||
rows={3}
|
||||
{...register('description')}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{mutation.isError && (
|
||||
<p className="text-sm text-destructive">
|
||||
{(mutation.error as Error).message}
|
||||
</p>
|
||||
)}
|
||||
|
||||
<SheetFooter className="pt-2">
|
||||
<Button
|
||||
type="button"
|
||||
variant="outline"
|
||||
onClick={() => onOpenChange(false)}
|
||||
>
|
||||
Cancel
|
||||
</Button>
|
||||
<Button type="submit" disabled={isSubmitting || mutation.isPending}>
|
||||
{(isSubmitting || mutation.isPending) && (
|
||||
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
|
||||
)}
|
||||
{isEdit ? 'Save Changes' : 'Create Expense'}
|
||||
</Button>
|
||||
</SheetFooter>
|
||||
</form>
|
||||
</SheetContent>
|
||||
</Sheet>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user