Add business Finance hub with invoices and templates.

Ship invoice issue/list/templates under Finance, fix tenant theme reset and owner role badge, and show customers-joined charts by Persian months.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Alireza Hassani
2026-08-11 15:17:03 +03:30
co-authored by Cursor
parent 722933dda9
commit 917b840ee5
44 changed files with 5136 additions and 105 deletions
@@ -0,0 +1,542 @@
import { useEffect, useState } from 'react'
import { useNavigate } from 'react-router-dom'
import { FileStack, FileText, Pencil, Plus, Settings as SettingsIcon, Trash2 } from 'lucide-react'
import { Breadcrumbs } from '../components/Breadcrumbs'
import { ConfirmDeleteModal } from '../components/ConfirmDeleteModal'
import { Modal } from '../components/Modal'
import { PageTitle } from '../components/PageTitle'
import { isEmptyRichText, richTextToPlain } from '../components/RichTextEditor'
import { Tooltip } from '../components/Tooltip'
import { useToast } from '../context/ToastContext'
import { useT } from '../i18n/useT'
import { ApiError, isAbortError } from '../lib/api'
import {
createInvoiceItemTemplate,
deleteInvoiceItemTemplate,
deleteInvoiceTemplate,
listInvoiceItemTemplates,
listInvoiceTemplates,
updateInvoiceItemTemplate,
} from '../services/invoiceService'
import type { InvoiceItemTemplate, InvoiceTemplate } from '../types/invoice'
import { formatIrtInput, formatIrtPrice, parseIrtInput } from '../utils/irtPrice'
import pageStyles from '../components/PageContent.module.css'
import formStyles from '../components/InvoiceForm.module.css'
import tableStyles from './InvoicesPage.module.css'
import styles from './InvoiceTemplatesPage.module.css'
type ItemDraft = {
title: string
duration: string
worktime: string
description: string
price: string
discountedPrice: string
}
const EMPTY_ITEM_DRAFT: ItemDraft = {
title: '',
duration: '',
worktime: '',
description: '',
price: '',
discountedPrice: '',
}
function itemDraftFromTemplate(template: InvoiceItemTemplate): ItemDraft {
return {
title: template.title,
duration: template.duration ?? '',
worktime: template.worktime ?? '',
description: template.description ?? '',
price: formatIrtInput(String(Math.round(template.price))),
discountedPrice:
template.discountedPrice === null || template.discountedPrice === undefined
? ''
: formatIrtInput(String(Math.round(template.discountedPrice))),
}
}
export function InvoiceTemplatesPage() {
const navigate = useNavigate()
const { showToast } = useToast()
const t = useT()
const [itemTemplates, setItemTemplates] = useState<InvoiceItemTemplate[]>([])
const [invoiceTemplates, setInvoiceTemplates] = useState<InvoiceTemplate[]>([])
const [loading, setLoading] = useState(false)
const [error, setError] = useState('')
const [itemEditorOpen, setItemEditorOpen] = useState(false)
const [editingItem, setEditingItem] = useState<InvoiceItemTemplate | null>(null)
const [itemDraft, setItemDraft] = useState<ItemDraft>(EMPTY_ITEM_DRAFT)
const [itemSubmitting, setItemSubmitting] = useState(false)
const [itemFormError, setItemFormError] = useState('')
const [removeItemTarget, setRemoveItemTarget] = useState<InvoiceItemTemplate | null>(null)
const [removeTplTarget, setRemoveTplTarget] = useState<InvoiceTemplate | null>(null)
function itemDraftToPayload(draft: ItemDraft) {
const price = parseIrtInput(draft.price)
if (!draft.title.trim()) throw new Error(t('invoiceDraft.error.itemTitle'))
if (price === null) throw new Error(t('invoiceDraft.error.itemPrice', { title: draft.title.trim() }))
const discountedPrice = draft.discountedPrice.trim() ? parseIrtInput(draft.discountedPrice) : null
if (draft.discountedPrice.trim() && discountedPrice === null) {
throw new Error(t('invoiceDraft.error.itemDiscountInvalid', { title: draft.title.trim() }))
}
if (discountedPrice !== null && discountedPrice > price) {
throw new Error(t('invoiceDraft.error.itemDiscountExceeds', { title: draft.title.trim() }))
}
return {
title: draft.title.trim(),
duration: draft.duration.trim() || undefined,
worktime: draft.worktime.trim() || undefined,
description: draft.description.trim() || undefined,
price,
discountedPrice,
}
}
async function reload(signal?: AbortSignal) {
setLoading(true)
setError('')
try {
const [items, templates] = await Promise.all([
listInvoiceItemTemplates(signal),
listInvoiceTemplates(signal),
])
setItemTemplates(items.items)
setInvoiceTemplates(templates.items)
} catch (err) {
if (isAbortError(err)) return
setError(err instanceof ApiError ? err.message : t('invoiceTemplates.loadError'))
} finally {
setLoading(false)
}
}
useEffect(() => {
const controller = new AbortController()
void reload(controller.signal)
return () => controller.abort()
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [])
function openCreateItem() {
setEditingItem(null)
setItemDraft(EMPTY_ITEM_DRAFT)
setItemFormError('')
setItemEditorOpen(true)
}
function openEditItem(template: InvoiceItemTemplate) {
setEditingItem(template)
setItemDraft(itemDraftFromTemplate(template))
setItemFormError('')
setItemEditorOpen(true)
}
async function handleSaveItem() {
setItemFormError('')
let payload
try {
payload = itemDraftToPayload(itemDraft)
} catch (err) {
setItemFormError(err instanceof Error ? err.message : t('invoiceTemplates.itemSaveError'))
return
}
setItemSubmitting(true)
try {
if (editingItem) {
await updateInvoiceItemTemplate(editingItem.id, payload)
showToast(t('invoiceTemplates.itemUpdated'), 'success')
} else {
await createInvoiceItemTemplate(payload)
showToast(t('invoiceTemplates.itemCreated'), 'success')
}
setItemEditorOpen(false)
await reload()
} catch (err) {
setItemFormError(err instanceof ApiError ? err.message : t('invoiceTemplates.itemSaveError'))
} finally {
setItemSubmitting(false)
}
}
async function handleRemoveItem() {
if (!removeItemTarget) return
try {
await deleteInvoiceItemTemplate(removeItemTarget.id)
showToast(t('invoiceTemplates.itemRemoved'), 'success')
setRemoveItemTarget(null)
await reload()
} catch (err) {
showToast(err instanceof ApiError ? err.message : t('invoiceTemplates.itemRemoveError'), 'error')
}
}
async function handleRemoveTpl() {
if (!removeTplTarget) return
try {
await deleteInvoiceTemplate(removeTplTarget.id)
showToast(t('invoiceTemplates.templateRemoved'), 'success')
setRemoveTplTarget(null)
await reload()
} catch (err) {
showToast(err instanceof ApiError ? err.message : t('invoiceTemplates.templateRemoveError'), 'error')
}
}
return (
<main className={pageStyles.content}>
<Breadcrumbs
items={[
{ label: t('nav.home'), href: '/' },
{ label: t('nav.finance'), href: '/finance' },
{ label: t('title.invoices'), href: '/invoices' },
{ label: t('title.invoiceTemplates') },
]}
/>
<div className={pageStyles.pageHeader}>
<div>
<PageTitle en="INVOICE TEMPLATES">{t('title.invoiceTemplates')}</PageTitle>
<p className={pageStyles.pageSubtitle}>{t('invoiceTemplates.subtitle')}</p>
</div>
</div>
{error ? <p className={formStyles.alertError}>{error}</p> : null}
<section className={formStyles.section}>
<div className={styles.sectionHeader}>
<div className={styles.sectionTitleRow}>
<FileStack size={18} />
<div>
<h3 className={styles.sectionTitle}>{t('invoiceTemplates.section.templates.title')}</h3>
<p className={styles.sectionSubtitle}>{t('invoiceTemplates.section.templates.desc')}</p>
</div>
</div>
<button
type="button"
className={`${formStyles.btn} ${formStyles.btnPrimary}`}
onClick={() => navigate('/invoices/templates/new')}
>
<Plus size={16} />
{t('invoiceTemplates.addTemplate')}
</button>
</div>
<div className={tableStyles.tableWrap}>
<div className={tableStyles.tableHeader}>
<div className={tableStyles.meta}>
{loading
? t('invoices.loading')
: invoiceTemplates.length === 1
? t('invoiceTemplates.countTemplatesOne', { count: invoiceTemplates.length })
: t('invoiceTemplates.countTemplatesMany', { count: invoiceTemplates.length })}
</div>
</div>
<table className={`${tableStyles.table} ${styles.invoiceTemplatesTable}`}>
<colgroup>
<col className={styles.nameCol} />
<col className={styles.countCol} />
<col className={styles.countCol} />
<col className={styles.countCol} />
<col className={styles.actionsCol} />
</colgroup>
<thead>
<tr>
<th className={tableStyles.th}>{t('invoiceTemplates.col.name')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.items')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.keyPoints')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.accounts')}</th>
<th className={`${tableStyles.th} ${tableStyles.thActions}`}>
{t('invoiceTemplates.col.actions')}
</th>
</tr>
</thead>
<tbody>
{!loading && invoiceTemplates.length === 0 ? (
<tr>
<td className={tableStyles.td} colSpan={5}>
<div className={styles.emptyState}>
<SettingsIcon size={20} />
<span>{t('invoiceTemplates.emptyTemplates')}</span>
</div>
</td>
</tr>
) : null}
{invoiceTemplates.map((template) => (
<tr key={template.id}>
<td className={`${tableStyles.td} ${styles.nameCell}`}>
<div className={tableStyles.itemTitle}>{template.name}</div>
{template.topText && !isEmptyRichText(template.topText) ? (
<div
className={`${tableStyles.subText} ${styles.topTextPreview}`}
title={richTextToPlain(template.topText)}
>
{richTextToPlain(template.topText)}
</div>
) : null}
</td>
<td className={tableStyles.td}>{template.items.length}</td>
<td className={tableStyles.td}>{template.keyPoints.length}</td>
<td className={tableStyles.td}>{template.accounts.length}</td>
<td className={`${tableStyles.td} ${tableStyles.tdActions}`}>
<div className={tableStyles.rowActions}>
<Tooltip label={t('invoiceTemplates.editTemplate')}>
<button
type="button"
className={tableStyles.actionBtn}
onClick={() => navigate(`/invoices/templates/${template.id}`)}
aria-label={t('invoiceTemplates.editTemplate')}
>
<Pencil size={16} />
</button>
</Tooltip>
<Tooltip label={t('invoiceTemplates.removeTemplate')}>
<button
type="button"
className={`${tableStyles.actionBtn} ${tableStyles.actionBtnDanger}`}
onClick={() => setRemoveTplTarget(template)}
aria-label={t('invoiceTemplates.removeTemplate')}
>
<Trash2 size={16} />
</button>
</Tooltip>
</div>
</td>
</tr>
))}
</tbody>
</table>
</div>
</section>
<section className={`${formStyles.section} ${formStyles.sectionSpaced}`}>
<div className={styles.sectionHeader}>
<div className={styles.sectionTitleRow}>
<FileText size={18} />
<div>
<h3 className={styles.sectionTitle}>{t('invoiceTemplates.section.items.title')}</h3>
<p className={styles.sectionSubtitle}>{t('invoiceTemplates.section.items.desc')}</p>
</div>
</div>
<button
type="button"
className={`${formStyles.btn} ${formStyles.btnPrimary}`}
onClick={openCreateItem}
>
<Plus size={16} />
{t('invoiceTemplates.addItem')}
</button>
</div>
<div className={tableStyles.tableWrap}>
<div className={tableStyles.tableHeader}>
<div className={tableStyles.meta}>
{loading
? t('invoices.loading')
: itemTemplates.length === 1
? t('invoiceTemplates.countItemsOne', { count: itemTemplates.length })
: t('invoiceTemplates.countItemsMany', { count: itemTemplates.length })}
</div>
</div>
<table className={`${tableStyles.table} ${styles.itemTemplatesTable}`}>
<colgroup>
<col className={styles.nameCol} />
<col className={styles.durationCol} />
<col className={styles.worktimeCol} />
<col className={styles.priceCol} />
<col className={styles.discountedCol} />
<col className={styles.actionsCol} />
</colgroup>
<thead>
<tr>
<th className={tableStyles.th}>{t('invoiceTemplates.col.title')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.duration')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.worktime')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.price')}</th>
<th className={tableStyles.th}>{t('invoiceTemplates.col.discounted')}</th>
<th className={`${tableStyles.th} ${tableStyles.thActions}`}>
{t('invoiceTemplates.col.actions')}
</th>
</tr>
</thead>
<tbody>
{!loading && itemTemplates.length === 0 ? (
<tr>
<td className={tableStyles.td} colSpan={6}>
<div className={styles.emptyState}>
<SettingsIcon size={20} />
<span>{t('invoiceTemplates.emptyItems')}</span>
</div>
</td>
</tr>
) : null}
{itemTemplates.map((template) => (
<tr key={template.id}>
<td className={`${tableStyles.td} ${styles.nameCell}`}>
<div className={tableStyles.itemTitle}>{template.title}</div>
{template.description ? (
<div className={`${tableStyles.subText} ${styles.nameCellDesc}`}>
{template.description}
</div>
) : null}
</td>
<td className={tableStyles.td}>{template.duration || '—'}</td>
<td className={tableStyles.td}>{template.worktime || '—'}</td>
<td className={tableStyles.td}>{formatIrtPrice(template.price)}</td>
<td className={tableStyles.td}>
{template.discountedPrice === null ? '—' : formatIrtPrice(template.discountedPrice)}
</td>
<td className={`${tableStyles.td} ${tableStyles.tdActions}`}>
<div className={tableStyles.rowActions}>
<Tooltip label={t('invoiceTemplates.editItem')}>
<button
type="button"
className={tableStyles.actionBtn}
onClick={() => openEditItem(template)}
aria-label={t('invoiceTemplates.editItem')}
>
<Pencil size={16} />
</button>
</Tooltip>
<Tooltip label={t('invoiceTemplates.removeItem')}>
<button
type="button"
className={`${tableStyles.actionBtn} ${tableStyles.actionBtnDanger}`}
onClick={() => setRemoveItemTarget(template)}
aria-label={t('invoiceTemplates.removeItem')}
>
<Trash2 size={16} />
</button>
</Tooltip>
</div>
</td>
</tr>
))}
</tbody>
</table>
</div>
</section>
<p className={styles.hint}>{t('invoiceTemplates.hint')}</p>
<Modal
open={itemEditorOpen}
title={editingItem ? t('invoiceTemplates.itemModalEditTitle') : t('invoiceTemplates.itemModalAddTitle')}
onClose={() => !itemSubmitting && setItemEditorOpen(false)}
wide
>
<div className={formStyles.formGrid}>
<div className={`${formStyles.field} ${formStyles.span2}`}>
<label htmlFor="item-title">{t('invoiceDraft.fieldTitle')}</label>
<input
id="item-title"
value={itemDraft.title}
onChange={(e) => setItemDraft((d) => ({ ...d, title: e.target.value }))}
placeholder={t('invoiceDraft.fieldTitlePlaceholder')}
/>
</div>
<div className={formStyles.field}>
<label htmlFor="item-duration">{t('invoiceDraft.fieldDuration')}</label>
<input
id="item-duration"
value={itemDraft.duration}
onChange={(e) => setItemDraft((d) => ({ ...d, duration: e.target.value }))}
placeholder={t('invoiceDraft.fieldDurationPlaceholder')}
/>
</div>
<div className={formStyles.field}>
<label htmlFor="item-worktime">{t('invoiceDraft.fieldWorktime')}</label>
<input
id="item-worktime"
value={itemDraft.worktime}
onChange={(e) => setItemDraft((d) => ({ ...d, worktime: e.target.value }))}
placeholder={t('invoiceDraft.fieldWorktimePlaceholder')}
/>
</div>
<div className={formStyles.field}>
<label htmlFor="item-price">{t('invoiceDraft.fieldPrice')}</label>
<input
id="item-price"
inputMode="numeric"
value={itemDraft.price}
onChange={(e) => setItemDraft((d) => ({ ...d, price: formatIrtInput(e.target.value) }))}
placeholder="0"
/>
</div>
<div className={formStyles.field}>
<label htmlFor="item-discount">{t('invoiceDraft.fieldDiscountedPrice')}</label>
<input
id="item-discount"
inputMode="numeric"
value={itemDraft.discountedPrice}
onChange={(e) =>
setItemDraft((d) => ({ ...d, discountedPrice: formatIrtInput(e.target.value) }))
}
placeholder={t('invoiceDraft.optional')}
/>
</div>
<div className={`${formStyles.field} ${formStyles.span2}`}>
<label htmlFor="item-desc">{t('invoiceDraft.fieldDescription')}</label>
<textarea
id="item-desc"
rows={3}
value={itemDraft.description}
onChange={(e) => setItemDraft((d) => ({ ...d, description: e.target.value }))}
placeholder={t('invoiceDraft.fieldDescriptionPlaceholder')}
/>
</div>
</div>
{itemFormError ? <p className={formStyles.alertError}>{itemFormError}</p> : null}
<div className={formStyles.actionsRow}>
<button
type="button"
className={`${formStyles.btn} ${formStyles.btnGhost}`}
onClick={() => setItemEditorOpen(false)}
disabled={itemSubmitting}
>
{t('invoiceTemplates.cancel')}
</button>
<button
type="button"
className={`${formStyles.btn} ${formStyles.btnPrimary}`}
onClick={() => void handleSaveItem()}
disabled={itemSubmitting}
>
{itemSubmitting
? t('invoiceTemplates.savingItem')
: editingItem
? t('invoiceTemplates.saveItem')
: t('invoiceTemplates.createItem')}
</button>
</div>
</Modal>
<ConfirmDeleteModal
open={!!removeTplTarget}
title={t('invoiceTemplates.deleteTemplateTitle')}
message={
removeTplTarget
? t('invoiceTemplates.deleteTemplateMessage', { name: removeTplTarget.name })
: ''
}
onCancel={() => setRemoveTplTarget(null)}
onConfirm={() => void handleRemoveTpl()}
/>
<ConfirmDeleteModal
open={!!removeItemTarget}
title={t('invoiceTemplates.deleteItemTitle')}
message={
removeItemTarget
? t('invoiceTemplates.deleteItemMessage', { title: removeItemTarget.title })
: ''
}
onCancel={() => setRemoveItemTarget(null)}
onConfirm={() => void handleRemoveItem()}
/>
</main>
)
}