Add recurring bills UI with full CRUD, filters, overdue highlight, amount override
Validate / validate (push) Successful in 33s
Validate / validate (push) Successful in 33s
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -36,6 +36,7 @@
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...(data.companyRoles.some((r) => r === 'admin' || r === 'manager' || r === 'accountant')
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? [
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{ href: `/companies/${data.company.id}/accounts`, label: 'Accounts' },
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{ href: `/companies/${data.company.id}/bills`, label: 'Bills' },
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{ href: `/companies/${data.company.id}/profile`, label: 'Profile' },
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{ href: `/companies/${data.company.id}/documents`, label: 'Documents' }
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]
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@@ -1,21 +1,540 @@
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import { error, fail } from '@sveltejs/kit';
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import type { Actions, PageServerLoad } from './$types';
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import { db } from '$lib/server/db/index.js';
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import {
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recurringBills,
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companyAccounts,
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projects,
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categories,
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parties
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} from '$lib/server/db/schema.js';
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import { requireCompanyRoleAny } from '$lib/server/authorization.js';
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import { logCompanyEvent } from '$lib/server/audit.js';
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import { postBillsDue } from '$lib/server/recurring-bills/poster.js';
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import { computeNextDueDate, toIsoDate, type Cycle } from '$lib/server/recurring-bills/cycle.js';
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import { and, asc, eq, isNull } from 'drizzle-orm';
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const CYCLES = ['weekly', 'monthly', 'quarterly', 'yearly'] as const;
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function trimOrNull(v: FormDataEntryValue | null): string | null {
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const s = v?.toString().trim();
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return s ? s : null;
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}
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function parseCycle(v: FormDataEntryValue | null): Cycle | null {
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const s = v?.toString();
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if (!s) return null;
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return (CYCLES as readonly string[]).includes(s) ? (s as Cycle) : null;
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}
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function parseAmount(v: FormDataEntryValue | null): string | null {
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const s = trimOrNull(v);
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if (!s) return null;
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const n = Number(s);
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if (!Number.isFinite(n) || n < 0) return null;
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return n.toFixed(2);
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}
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function parseInt0(v: FormDataEntryValue | null): number | null {
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const s = trimOrNull(v);
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if (!s) return null;
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const n = Number(s);
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if (!Number.isInteger(n)) return null;
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return n;
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}
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function parseIsoDate(v: FormDataEntryValue | null): string | null {
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const s = trimOrNull(v);
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if (!s) return null;
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if (!/^\d{4}-\d{2}-\d{2}$/.test(s)) return null;
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const d = new Date(`${s}T00:00:00Z`);
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if (Number.isNaN(d.getTime())) return null;
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return s;
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}
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type BillFormFields = {
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name: string;
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amount: string;
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cycle: Cycle;
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accountId: string;
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projectId: string;
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categoryId: string | null;
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partyId: string | null;
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description: string | null;
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currency: string;
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startDate: string;
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endDate: string | null;
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dayOfCycle: number | null;
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};
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function extractFields(fd: FormData): BillFormFields | string {
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const name = trimOrNull(fd.get('name'));
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const amount = parseAmount(fd.get('amount'));
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const cycle = parseCycle(fd.get('cycle'));
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const accountId = trimOrNull(fd.get('accountId'));
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const projectId = trimOrNull(fd.get('projectId'));
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const startDate = parseIsoDate(fd.get('startDate'));
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if (!name) return 'Name is required';
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if (!amount) return 'Valid amount is required';
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if (!cycle) return 'Invalid cycle';
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if (!accountId) return 'Account is required';
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if (!projectId) return 'Project is required';
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if (!startDate) return 'Valid start date is required';
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const currency = trimOrNull(fd.get('currency')) ?? 'THB';
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const endDate = parseIsoDate(fd.get('endDate'));
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const endDateRaw = trimOrNull(fd.get('endDate'));
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if (endDateRaw && !endDate) return 'Invalid end date';
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const dayOfCycle = parseInt0(fd.get('dayOfCycle'));
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if (fd.get('dayOfCycle') && dayOfCycle === null) return 'Invalid day of cycle';
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if (dayOfCycle !== null) {
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if (cycle === 'weekly' && (dayOfCycle < 0 || dayOfCycle > 6)) {
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return 'Weekly day must be 0 (Sun) – 6 (Sat)';
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}
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if (cycle !== 'weekly' && (dayOfCycle < 1 || dayOfCycle > 31)) {
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return 'Day of cycle must be 1 – 31';
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}
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}
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return {
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name,
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amount,
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cycle,
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accountId,
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projectId,
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categoryId: trimOrNull(fd.get('categoryId')),
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partyId: trimOrNull(fd.get('partyId')),
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description: trimOrNull(fd.get('description')),
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currency,
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startDate,
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endDate,
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dayOfCycle
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};
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}
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export const load: PageServerLoad = async ({ locals, params, parent }) => {
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await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
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await parent();
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const [billRows, accountRows, projectRows, categoryRows, partyRows] = await Promise.all([
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db
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.select({
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id: recurringBills.id,
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name: recurringBills.name,
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description: recurringBills.description,
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cycle: recurringBills.cycle,
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defaultAmount: recurringBills.defaultAmount,
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nextCycleAmount: recurringBills.nextCycleAmount,
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currency: recurringBills.currency,
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dayOfCycle: recurringBills.dayOfCycle,
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startDate: recurringBills.startDate,
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endDate: recurringBills.endDate,
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nextDueDate: recurringBills.nextDueDate,
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lastPostedDate: recurringBills.lastPostedDate,
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status: recurringBills.status,
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pausedAt: recurringBills.pausedAt,
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skipNext: recurringBills.skipNext,
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accountId: recurringBills.accountId,
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accountName: companyAccounts.name,
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projectId: recurringBills.projectId,
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projectName: projects.name,
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categoryId: recurringBills.categoryId,
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categoryName: categories.name,
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partyId: recurringBills.partyId,
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partyName: parties.name,
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createdAt: recurringBills.createdAt,
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updatedAt: recurringBills.updatedAt
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})
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.from(recurringBills)
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.leftJoin(companyAccounts, eq(recurringBills.accountId, companyAccounts.id))
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.leftJoin(projects, eq(recurringBills.projectId, projects.id))
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.leftJoin(categories, eq(recurringBills.categoryId, categories.id))
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.leftJoin(parties, eq(recurringBills.partyId, parties.id))
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.where(
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and(eq(recurringBills.companyId, params.companyId), isNull(recurringBills.deletedAt))
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)
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.orderBy(asc(recurringBills.status), asc(recurringBills.nextDueDate)),
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db
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.select({
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id: companyAccounts.id,
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name: companyAccounts.name,
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currency: companyAccounts.currency,
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accountType: companyAccounts.accountType
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})
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.from(companyAccounts)
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.where(
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and(
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eq(companyAccounts.companyId, params.companyId),
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isNull(companyAccounts.deletedAt),
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eq(companyAccounts.isArchived, false)
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)
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)
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.orderBy(asc(companyAccounts.name)),
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db
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.select({ id: projects.id, name: projects.name })
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.from(projects)
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.where(and(eq(projects.companyId, params.companyId), eq(projects.isActive, true)))
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.orderBy(asc(projects.name)),
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db
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.select({ id: categories.id, name: categories.name })
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.from(categories)
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.where(eq(categories.companyId, params.companyId))
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.orderBy(asc(categories.name)),
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db
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.select({ id: parties.id, name: parties.name })
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.from(parties)
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.where(and(eq(parties.companyId, params.companyId), isNull(parties.deletedAt)))
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.orderBy(asc(parties.name))
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]);
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return {
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bills: [],
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accounts: [],
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projects: [],
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categories: [],
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parties: []
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bills: billRows,
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accounts: accountRows,
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projects: projectRows,
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categories: categoryRows,
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parties: partyRows
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};
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};
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export const actions: Actions = {
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createBill: async ({ request, locals, params }) => {
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const { user } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin',
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'manager',
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'accountant'
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]);
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const fd = await request.formData();
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const parsed = extractFields(fd);
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if (typeof parsed === 'string') {
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return fail(400, { action: 'createBill', error: parsed });
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}
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// Verify account + project belong to this company
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const [acct] = await db
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.select({ id: companyAccounts.id })
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.from(companyAccounts)
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.where(
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and(
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eq(companyAccounts.id, parsed.accountId),
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eq(companyAccounts.companyId, params.companyId),
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isNull(companyAccounts.deletedAt)
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)
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)
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.limit(1);
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if (!acct) return fail(400, { action: 'createBill', error: 'Account not found' });
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const [proj] = await db
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.select({ id: projects.id })
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.from(projects)
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.where(and(eq(projects.id, parsed.projectId), eq(projects.companyId, params.companyId)))
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.limit(1);
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if (!proj) return fail(400, { action: 'createBill', error: 'Project not found' });
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const dayOfCycle =
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parsed.dayOfCycle ??
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(parsed.cycle === 'weekly'
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? new Date(`${parsed.startDate}T00:00:00Z`).getUTCDay()
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: new Date(`${parsed.startDate}T00:00:00Z`).getUTCDate());
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const nextDueDate = toIsoDate(
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computeNextDueDate(
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parsed.startDate,
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parsed.cycle,
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dayOfCycle,
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new Date(`${parsed.startDate}T00:00:00Z`)
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)
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);
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const [inserted] = await db
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.insert(recurringBills)
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.values({
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companyId: params.companyId,
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projectId: parsed.projectId,
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accountId: parsed.accountId,
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categoryId: parsed.categoryId,
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partyId: parsed.partyId,
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name: parsed.name,
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description: parsed.description,
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cycle: parsed.cycle,
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defaultAmount: parsed.amount,
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currency: parsed.currency,
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dayOfCycle,
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startDate: parsed.startDate,
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endDate: parsed.endDate,
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nextDueDate,
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status: 'active',
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createdBy: user.id
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})
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.returning({ id: recurringBills.id });
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await logCompanyEvent(
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params.companyId,
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user.id,
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'recurring_bill_created',
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`Recurring bill "${parsed.name}" created (${parsed.cycle}, ${parsed.amount} ${parsed.currency})`,
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{ billId: inserted.id, cycle: parsed.cycle, amount: parsed.amount }
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);
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return { success: true, action: 'createBill' };
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},
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updateBill: async ({ request, locals, params }) => {
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const { user } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin',
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'manager',
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'accountant'
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]);
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const fd = await request.formData();
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const id = trimOrNull(fd.get('id'));
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if (!id) return fail(400, { action: 'updateBill', error: 'Bill id is required' });
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const [existing] = await db
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.select()
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.from(recurringBills)
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.where(
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and(
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eq(recurringBills.id, id),
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eq(recurringBills.companyId, params.companyId),
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isNull(recurringBills.deletedAt)
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)
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)
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.limit(1);
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if (!existing) error(404, 'Bill not found');
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const parsed = extractFields(fd);
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if (typeof parsed === 'string') {
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return fail(400, { action: 'updateBill', error: parsed });
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}
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const dayOfCycle =
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parsed.dayOfCycle ??
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(parsed.cycle === 'weekly'
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? new Date(`${parsed.startDate}T00:00:00Z`).getUTCDay()
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: new Date(`${parsed.startDate}T00:00:00Z`).getUTCDate());
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const scheduleChanged =
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existing.startDate !== parsed.startDate ||
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existing.cycle !== parsed.cycle ||
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existing.dayOfCycle !== dayOfCycle;
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const nextDueDate =
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existing.lastPostedDate === null && scheduleChanged
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? toIsoDate(
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computeNextDueDate(
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parsed.startDate,
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parsed.cycle,
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dayOfCycle,
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new Date(`${parsed.startDate}T00:00:00Z`)
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)
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)
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: existing.nextDueDate;
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await db
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.update(recurringBills)
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.set({
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projectId: parsed.projectId,
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accountId: parsed.accountId,
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categoryId: parsed.categoryId,
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partyId: parsed.partyId,
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name: parsed.name,
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description: parsed.description,
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cycle: parsed.cycle,
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defaultAmount: parsed.amount,
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currency: parsed.currency,
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dayOfCycle,
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startDate: parsed.startDate,
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endDate: parsed.endDate,
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nextDueDate,
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updatedAt: new Date()
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})
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.where(eq(recurringBills.id, id));
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await logCompanyEvent(
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params.companyId,
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user.id,
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'recurring_bill_updated',
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`Recurring bill "${parsed.name}" updated`,
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{ billId: id }
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);
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return { success: true, action: 'updateBill' };
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},
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deleteBill: async ({ request, locals, params }) => {
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const { user } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin',
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'manager',
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'accountant'
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]);
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const fd = await request.formData();
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const id = trimOrNull(fd.get('id'));
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if (!id) return fail(400, { action: 'deleteBill', error: 'Bill id is required' });
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const [existing] = await db
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.select({ id: recurringBills.id, name: recurringBills.name })
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.from(recurringBills)
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.where(
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and(
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eq(recurringBills.id, id),
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eq(recurringBills.companyId, params.companyId),
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isNull(recurringBills.deletedAt)
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)
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)
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.limit(1);
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if (!existing) error(404, 'Bill not found');
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await db
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.update(recurringBills)
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.set({ deletedAt: new Date(), updatedAt: new Date() })
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.where(eq(recurringBills.id, id));
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await logCompanyEvent(
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params.companyId,
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user.id,
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'recurring_bill_deleted',
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`Recurring bill "${existing.name}" deleted`,
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{ billId: id }
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);
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return { success: true, action: 'deleteBill' };
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},
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pauseBill: async ({ request, locals, params }) => {
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const { user } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin',
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'manager',
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'accountant'
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]);
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const fd = await request.formData();
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const id = trimOrNull(fd.get('id'));
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if (!id) return fail(400, { action: 'pauseBill', error: 'Bill id is required' });
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const result = await db
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.update(recurringBills)
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.set({ status: 'paused', pausedAt: new Date(), updatedAt: new Date() })
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.where(
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and(
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eq(recurringBills.id, id),
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eq(recurringBills.companyId, params.companyId),
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isNull(recurringBills.deletedAt)
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)
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)
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.returning({ name: recurringBills.name });
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if (result.length === 0) error(404, 'Bill not found');
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await logCompanyEvent(
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params.companyId,
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user.id,
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'recurring_bill_paused',
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`Recurring bill "${result[0].name}" paused`,
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{ billId: id }
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);
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return { success: true, action: 'pauseBill' };
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},
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resumeBill: async ({ request, locals, params }) => {
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const { user } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin',
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'manager',
|
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'accountant'
|
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]);
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const fd = await request.formData();
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const id = trimOrNull(fd.get('id'));
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if (!id) return fail(400, { action: 'resumeBill', error: 'Bill id is required' });
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const result = await db
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.update(recurringBills)
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.set({ status: 'active', pausedAt: null, updatedAt: new Date() })
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.where(
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and(
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eq(recurringBills.id, id),
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eq(recurringBills.companyId, params.companyId),
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||||
isNull(recurringBills.deletedAt)
|
||||
)
|
||||
)
|
||||
.returning({ name: recurringBills.name });
|
||||
|
||||
if (result.length === 0) error(404, 'Bill not found');
|
||||
|
||||
await logCompanyEvent(
|
||||
params.companyId,
|
||||
user.id,
|
||||
'recurring_bill_resumed',
|
||||
`Recurring bill "${result[0].name}" resumed`,
|
||||
{ billId: id }
|
||||
);
|
||||
|
||||
return { success: true, action: 'resumeBill' };
|
||||
},
|
||||
|
||||
skipNextBill: async ({ request, locals, params }) => {
|
||||
const { user } = await requireCompanyRoleAny(locals, params.companyId, [
|
||||
'admin',
|
||||
'manager',
|
||||
'accountant'
|
||||
]);
|
||||
const fd = await request.formData();
|
||||
const id = trimOrNull(fd.get('id'));
|
||||
if (!id) return fail(400, { action: 'skipNextBill', error: 'Bill id is required' });
|
||||
|
||||
const result = await db
|
||||
.update(recurringBills)
|
||||
.set({ skipNext: true, updatedAt: new Date() })
|
||||
.where(
|
||||
and(
|
||||
eq(recurringBills.id, id),
|
||||
eq(recurringBills.companyId, params.companyId),
|
||||
isNull(recurringBills.deletedAt)
|
||||
)
|
||||
)
|
||||
.returning({ name: recurringBills.name, nextDueDate: recurringBills.nextDueDate });
|
||||
|
||||
if (result.length === 0) error(404, 'Bill not found');
|
||||
|
||||
await logCompanyEvent(
|
||||
params.companyId,
|
||||
user.id,
|
||||
'recurring_bill_skipped',
|
||||
`Next cycle (${result[0].nextDueDate}) of "${result[0].name}" will be skipped`,
|
||||
{ billId: id, intent: true }
|
||||
);
|
||||
|
||||
return { success: true, action: 'skipNextBill' };
|
||||
},
|
||||
|
||||
setNextCycleAmount: async ({ request, locals, params }) => {
|
||||
await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
|
||||
const fd = await request.formData();
|
||||
const id = trimOrNull(fd.get('id'));
|
||||
if (!id) return fail(400, { action: 'setNextCycleAmount', error: 'Bill id is required' });
|
||||
|
||||
const amountRaw = fd.get('amount');
|
||||
const cleared = amountRaw === null || amountRaw === '';
|
||||
const amount = cleared ? null : parseAmount(amountRaw);
|
||||
if (!cleared && !amount) return fail(400, { action: 'setNextCycleAmount', error: 'Valid amount required' });
|
||||
|
||||
await db
|
||||
.update(recurringBills)
|
||||
.set({ nextCycleAmount: amount, updatedAt: new Date() })
|
||||
.where(
|
||||
and(
|
||||
eq(recurringBills.id, id),
|
||||
eq(recurringBills.companyId, params.companyId),
|
||||
isNull(recurringBills.deletedAt)
|
||||
)
|
||||
);
|
||||
|
||||
return { success: true, action: 'setNextCycleAmount' };
|
||||
},
|
||||
|
||||
runBillsNow: async ({ locals, params }) => {
|
||||
await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
|
||||
const result = await postBillsDue(params.companyId, new Date());
|
||||
|
||||
@@ -1,22 +1,276 @@
|
||||
<script lang="ts">
|
||||
import { enhance } from '$app/forms';
|
||||
import type { PageData, ActionData } from './$types';
|
||||
import { formatDate } from '$lib/utils/date.js';
|
||||
|
||||
let { data, form }: { data: PageData; form: ActionData } = $props();
|
||||
|
||||
type StatusFilter = 'all' | 'active' | 'paused' | 'ended';
|
||||
let statusFilter = $state<StatusFilter>('all');
|
||||
let showAddForm = $state(false);
|
||||
let editingBillId = $state<string | null>(null);
|
||||
let confirmDeleteId = $state<string | null>(null);
|
||||
|
||||
const CYCLE_LABELS: Record<string, string> = {
|
||||
weekly: 'Weekly',
|
||||
monthly: 'Monthly',
|
||||
quarterly: 'Quarterly',
|
||||
yearly: 'Yearly'
|
||||
};
|
||||
|
||||
const STATUS_BADGE: Record<string, string> = {
|
||||
active: 'bg-emerald-100 text-emerald-700 dark:bg-emerald-900/40 dark:text-emerald-300',
|
||||
paused: 'bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-300',
|
||||
ended: 'bg-gray-200 text-gray-700 dark:bg-gray-700 dark:text-gray-300'
|
||||
};
|
||||
|
||||
const todayIso = new Date().toISOString().slice(0, 10);
|
||||
|
||||
const filteredBills = $derived(
|
||||
statusFilter === 'all' ? data.bills : data.bills.filter((b) => b.status === statusFilter)
|
||||
);
|
||||
|
||||
function isOverdue(bill: (typeof data.bills)[number]): boolean {
|
||||
return bill.status === 'active' && bill.nextDueDate < todayIso;
|
||||
}
|
||||
|
||||
function formatAmount(value: string, currency: string): string {
|
||||
const n = Number(value);
|
||||
if (!Number.isFinite(n)) return value;
|
||||
return `${n.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} ${currency}`;
|
||||
}
|
||||
|
||||
function startEdit(id: string) {
|
||||
editingBillId = id;
|
||||
confirmDeleteId = null;
|
||||
showAddForm = false;
|
||||
}
|
||||
|
||||
function openAdd() {
|
||||
showAddForm = !showAddForm;
|
||||
editingBillId = null;
|
||||
confirmDeleteId = null;
|
||||
}
|
||||
|
||||
const inputCls =
|
||||
'w-full rounded-md border border-gray-300 px-3 py-2 text-sm dark:border-gray-600 dark:bg-gray-700 dark:text-white';
|
||||
const labelCls = 'mb-1 block text-sm font-medium text-gray-700 dark:text-gray-300';
|
||||
</script>
|
||||
|
||||
<svelte:head>
|
||||
<title>Bills - {data.company.name}</title>
|
||||
</svelte:head>
|
||||
|
||||
{#snippet billForm(
|
||||
action: string,
|
||||
values: {
|
||||
name?: string;
|
||||
amount?: string;
|
||||
cycle?: string;
|
||||
accountId?: string;
|
||||
projectId?: string;
|
||||
categoryId?: string;
|
||||
partyId?: string;
|
||||
description?: string;
|
||||
currency?: string;
|
||||
startDate?: string;
|
||||
endDate?: string;
|
||||
dayOfCycle?: string;
|
||||
} = {},
|
||||
billId?: string
|
||||
)}
|
||||
<form
|
||||
method="POST"
|
||||
{action}
|
||||
use:enhance={() => async ({ result, update, formElement }) => {
|
||||
await update({ reset: false });
|
||||
if (result.type === 'success') {
|
||||
if (!billId) {
|
||||
showAddForm = false;
|
||||
formElement.reset();
|
||||
} else {
|
||||
editingBillId = null;
|
||||
}
|
||||
}
|
||||
}}
|
||||
class="mt-4 grid grid-cols-1 gap-3 rounded-md bg-gray-50 p-4 dark:bg-gray-700/50 md:grid-cols-2"
|
||||
>
|
||||
{#if billId}
|
||||
<input type="hidden" name="id" value={billId} />
|
||||
{/if}
|
||||
<div class="md:col-span-2">
|
||||
<label class={labelCls} for="bill-name-{billId ?? 'new'}">Name <span class="text-red-500">*</span></label>
|
||||
<input
|
||||
id="bill-name-{billId ?? 'new'}"
|
||||
name="name"
|
||||
type="text"
|
||||
required
|
||||
value={values.name ?? ''}
|
||||
class={inputCls}
|
||||
placeholder="e.g. Office rent"
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-amount-{billId ?? 'new'}">Amount <span class="text-red-500">*</span></label>
|
||||
<input
|
||||
id="bill-amount-{billId ?? 'new'}"
|
||||
name="amount"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
required
|
||||
value={values.amount ?? ''}
|
||||
class={inputCls}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-currency-{billId ?? 'new'}">Currency</label>
|
||||
<input
|
||||
id="bill-currency-{billId ?? 'new'}"
|
||||
name="currency"
|
||||
type="text"
|
||||
value={values.currency ?? 'THB'}
|
||||
class={inputCls}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-cycle-{billId ?? 'new'}">Cycle <span class="text-red-500">*</span></label>
|
||||
<select id="bill-cycle-{billId ?? 'new'}" name="cycle" required value={values.cycle ?? 'monthly'} class={inputCls}>
|
||||
<option value="weekly">Weekly</option>
|
||||
<option value="monthly">Monthly</option>
|
||||
<option value="quarterly">Quarterly</option>
|
||||
<option value="yearly">Yearly</option>
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-dayOfCycle-{billId ?? 'new'}">Day of cycle</label>
|
||||
<input
|
||||
id="bill-dayOfCycle-{billId ?? 'new'}"
|
||||
name="dayOfCycle"
|
||||
type="number"
|
||||
value={values.dayOfCycle ?? ''}
|
||||
class={inputCls}
|
||||
placeholder="0–6 weekly · 1–31 monthly/qtr/yr"
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-account-{billId ?? 'new'}">Account <span class="text-red-500">*</span></label>
|
||||
<select
|
||||
id="bill-account-{billId ?? 'new'}"
|
||||
name="accountId"
|
||||
required
|
||||
value={values.accountId ?? ''}
|
||||
class={inputCls}
|
||||
>
|
||||
<option value="" disabled>Select an account</option>
|
||||
{#each data.accounts as acct (acct.id)}
|
||||
<option value={acct.id}>{acct.name} ({acct.currency})</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-project-{billId ?? 'new'}">Project <span class="text-red-500">*</span></label>
|
||||
<select
|
||||
id="bill-project-{billId ?? 'new'}"
|
||||
name="projectId"
|
||||
required
|
||||
value={values.projectId ?? ''}
|
||||
class={inputCls}
|
||||
>
|
||||
<option value="" disabled>Select a project</option>
|
||||
{#each data.projects as proj (proj.id)}
|
||||
<option value={proj.id}>{proj.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-category-{billId ?? 'new'}">Category</label>
|
||||
<select
|
||||
id="bill-category-{billId ?? 'new'}"
|
||||
name="categoryId"
|
||||
value={values.categoryId ?? ''}
|
||||
class={inputCls}
|
||||
>
|
||||
<option value="">—</option>
|
||||
{#each data.categories as cat (cat.id)}
|
||||
<option value={cat.id}>{cat.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-party-{billId ?? 'new'}">Vendor / Party</label>
|
||||
<select
|
||||
id="bill-party-{billId ?? 'new'}"
|
||||
name="partyId"
|
||||
value={values.partyId ?? ''}
|
||||
class={inputCls}
|
||||
>
|
||||
<option value="">—</option>
|
||||
{#each data.parties as p (p.id)}
|
||||
<option value={p.id}>{p.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-start-{billId ?? 'new'}">Start date <span class="text-red-500">*</span></label>
|
||||
<input
|
||||
id="bill-start-{billId ?? 'new'}"
|
||||
name="startDate"
|
||||
type="date"
|
||||
required
|
||||
value={values.startDate ?? todayIso}
|
||||
class={inputCls}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label class={labelCls} for="bill-end-{billId ?? 'new'}">End date</label>
|
||||
<input
|
||||
id="bill-end-{billId ?? 'new'}"
|
||||
name="endDate"
|
||||
type="date"
|
||||
value={values.endDate ?? ''}
|
||||
class={inputCls}
|
||||
/>
|
||||
</div>
|
||||
<div class="md:col-span-2">
|
||||
<label class={labelCls} for="bill-desc-{billId ?? 'new'}">Description</label>
|
||||
<textarea
|
||||
id="bill-desc-{billId ?? 'new'}"
|
||||
name="description"
|
||||
rows="2"
|
||||
class={inputCls}>{values.description ?? ''}</textarea
|
||||
>
|
||||
</div>
|
||||
<div class="md:col-span-2 flex justify-end gap-2">
|
||||
<button
|
||||
type="button"
|
||||
onclick={() => {
|
||||
if (billId) editingBillId = null;
|
||||
else showAddForm = false;
|
||||
}}
|
||||
class="rounded-md border border-gray-300 px-4 py-2 text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:text-gray-200 dark:hover:bg-gray-600"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
<button
|
||||
type="submit"
|
||||
class="rounded-md bg-blue-600 px-4 py-2 text-sm font-medium text-white hover:bg-blue-700"
|
||||
>
|
||||
{billId ? 'Save' : 'Create Bill'}
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
{/snippet}
|
||||
|
||||
<div class="space-y-6">
|
||||
<header>
|
||||
<header class="flex items-start justify-between gap-4">
|
||||
<div>
|
||||
<h1 class="text-2xl font-bold text-gray-900 dark:text-white">Recurring Bills</h1>
|
||||
<p class="mt-1 text-sm text-gray-500 dark:text-gray-400">
|
||||
Full UI coming in the next phase. Use "Run Now" to post any bills past their due date.
|
||||
Auto-post rent, utilities, SaaS, and other recurring expenses on their due date. Scheduler
|
||||
runs every 15 minutes; use "Run Now" to trigger an immediate pass.
|
||||
</p>
|
||||
</header>
|
||||
|
||||
</div>
|
||||
<form
|
||||
method="POST"
|
||||
action="?/runBillsNow"
|
||||
@@ -26,15 +280,22 @@
|
||||
>
|
||||
<button
|
||||
type="submit"
|
||||
class="rounded-md bg-blue-600 px-4 py-2 text-sm font-medium text-white hover:bg-blue-700"
|
||||
class="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:bg-gray-800 dark:text-gray-200 dark:hover:bg-gray-700"
|
||||
>
|
||||
Run Bills Now
|
||||
Run Now
|
||||
</button>
|
||||
</form>
|
||||
</header>
|
||||
|
||||
{#if form?.error}
|
||||
<div class="rounded-md bg-red-50 p-3 text-sm text-red-700 dark:bg-red-900/30 dark:text-red-300">
|
||||
{form.error}
|
||||
</div>
|
||||
{/if}
|
||||
|
||||
{#if form?.action === 'runBillsNow'}
|
||||
<div
|
||||
class="rounded-md border border-gray-200 bg-white p-4 text-sm dark:border-gray-700 dark:bg-gray-800"
|
||||
class="rounded-md border border-gray-200 bg-white p-3 text-sm dark:border-gray-700 dark:bg-gray-800"
|
||||
>
|
||||
<p class="font-medium text-gray-900 dark:text-white">
|
||||
Posted: {form.postedCount} · Skipped: {form.skippedCount} · Errors: {form.errorCount}
|
||||
@@ -48,4 +309,264 @@
|
||||
{/if}
|
||||
</div>
|
||||
{/if}
|
||||
|
||||
<section
|
||||
class="rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800"
|
||||
>
|
||||
<div class="flex items-center justify-between">
|
||||
<h2 class="font-semibold text-gray-900 dark:text-white">Add Bill</h2>
|
||||
<button
|
||||
type="button"
|
||||
onclick={openAdd}
|
||||
class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700"
|
||||
>
|
||||
{showAddForm ? 'Cancel' : '+ New Bill'}
|
||||
</button>
|
||||
</div>
|
||||
{#if showAddForm}
|
||||
{@render billForm('?/createBill', { currency: 'THB', startDate: todayIso, cycle: 'monthly' })}
|
||||
{/if}
|
||||
</section>
|
||||
|
||||
<div class="flex flex-wrap gap-2">
|
||||
{#each ['all', 'active', 'paused', 'ended'] as s (s)}
|
||||
<button
|
||||
type="button"
|
||||
onclick={() => (statusFilter = s as StatusFilter)}
|
||||
class="rounded-full px-3 py-1 text-xs font-medium {statusFilter === s
|
||||
? 'bg-gray-900 text-white dark:bg-white dark:text-gray-900'
|
||||
: 'bg-gray-100 text-gray-700 hover:bg-gray-200 dark:bg-gray-700 dark:text-gray-300 dark:hover:bg-gray-600'}"
|
||||
>
|
||||
{s.charAt(0).toUpperCase() + s.slice(1)}
|
||||
</button>
|
||||
{/each}
|
||||
</div>
|
||||
|
||||
{#if filteredBills.length === 0}
|
||||
<div
|
||||
class="rounded-lg border border-dashed border-gray-300 bg-white p-10 text-center dark:border-gray-700 dark:bg-gray-800"
|
||||
>
|
||||
<p class="text-sm text-gray-500 dark:text-gray-400">
|
||||
No {statusFilter === 'all' ? '' : statusFilter} bills yet.
|
||||
</p>
|
||||
</div>
|
||||
{:else}
|
||||
<div class="overflow-hidden rounded-lg border border-gray-200 bg-white dark:border-gray-700 dark:bg-gray-800">
|
||||
<table class="min-w-full divide-y divide-gray-200 text-sm dark:divide-gray-700">
|
||||
<thead class="bg-gray-50 dark:bg-gray-700/50">
|
||||
<tr>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Name</th>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Amount</th>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Cycle</th>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Account</th>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Next Due</th>
|
||||
<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Status</th>
|
||||
<th class="px-4 py-3 text-right font-semibold text-gray-700 dark:text-gray-300">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200 dark:divide-gray-700">
|
||||
{#each filteredBills as bill (bill.id)}
|
||||
<tr class="align-top">
|
||||
<td class="px-4 py-3">
|
||||
<div class="font-medium text-gray-900 dark:text-white">{bill.name}</div>
|
||||
{#if bill.projectName}
|
||||
<div class="text-xs text-gray-500 dark:text-gray-400">
|
||||
Project: {bill.projectName}
|
||||
</div>
|
||||
{/if}
|
||||
{#if bill.partyName}
|
||||
<div class="text-xs text-gray-500 dark:text-gray-400">
|
||||
Vendor: {bill.partyName}
|
||||
</div>
|
||||
{/if}
|
||||
{#if bill.status === 'paused' && bill.pausedAt}
|
||||
<div class="text-xs text-amber-600 dark:text-amber-400">
|
||||
Paused since {formatDate(bill.pausedAt)}
|
||||
</div>
|
||||
{/if}
|
||||
{#if bill.skipNext}
|
||||
<div class="text-xs text-blue-600 dark:text-blue-400">Next cycle will be skipped</div>
|
||||
{/if}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-gray-900 dark:text-white">
|
||||
{formatAmount(bill.defaultAmount, bill.currency)}
|
||||
{#if bill.nextCycleAmount}
|
||||
<div class="text-xs text-blue-600 dark:text-blue-400">
|
||||
Override: {formatAmount(bill.nextCycleAmount, bill.currency)}
|
||||
</div>
|
||||
{/if}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-gray-600 dark:text-gray-300">
|
||||
{CYCLE_LABELS[bill.cycle] ?? bill.cycle}
|
||||
{#if bill.dayOfCycle !== null}
|
||||
<div class="text-xs text-gray-400">day {bill.dayOfCycle}</div>
|
||||
{/if}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-gray-600 dark:text-gray-300">
|
||||
{bill.accountName ?? '—'}
|
||||
</td>
|
||||
<td class="px-4 py-3 text-gray-900 dark:text-white">
|
||||
<span class={isOverdue(bill) ? 'font-medium text-red-600 dark:text-red-400' : ''}>
|
||||
{bill.nextDueDate}
|
||||
</span>
|
||||
{#if isOverdue(bill)}
|
||||
<div class="text-xs text-red-500">Overdue</div>
|
||||
{/if}
|
||||
{#if bill.lastPostedDate}
|
||||
<div class="text-xs text-gray-400">
|
||||
Last: {bill.lastPostedDate}
|
||||
</div>
|
||||
{/if}
|
||||
</td>
|
||||
<td class="px-4 py-3">
|
||||
<span
|
||||
class="rounded-full px-2 py-0.5 text-xs font-medium {STATUS_BADGE[bill.status] ??
|
||||
'bg-gray-100 text-gray-700'}"
|
||||
>
|
||||
{bill.status}
|
||||
</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-right text-xs">
|
||||
<div class="flex flex-wrap justify-end gap-2">
|
||||
<button
|
||||
type="button"
|
||||
onclick={() => startEdit(bill.id)}
|
||||
class="font-medium text-blue-600 hover:text-blue-700 dark:text-blue-400"
|
||||
>
|
||||
Edit
|
||||
</button>
|
||||
{#if bill.status === 'active'}
|
||||
<form
|
||||
method="POST"
|
||||
action="?/pauseBill"
|
||||
use:enhance={() => async ({ update }) => await update({ reset: false })}
|
||||
>
|
||||
<input type="hidden" name="id" value={bill.id} />
|
||||
<button type="submit" class="font-medium text-amber-600 hover:text-amber-700 dark:text-amber-400">
|
||||
Pause
|
||||
</button>
|
||||
</form>
|
||||
<form
|
||||
method="POST"
|
||||
action="?/skipNextBill"
|
||||
use:enhance={() => async ({ update }) => await update({ reset: false })}
|
||||
>
|
||||
<input type="hidden" name="id" value={bill.id} />
|
||||
<button type="submit" class="font-medium text-blue-600 hover:text-blue-700 dark:text-blue-400">
|
||||
Skip next
|
||||
</button>
|
||||
</form>
|
||||
{:else if bill.status === 'paused'}
|
||||
<form
|
||||
method="POST"
|
||||
action="?/resumeBill"
|
||||
use:enhance={() => async ({ update }) => await update({ reset: false })}
|
||||
>
|
||||
<input type="hidden" name="id" value={bill.id} />
|
||||
<button type="submit" class="font-medium text-emerald-600 hover:text-emerald-700 dark:text-emerald-400">
|
||||
Resume
|
||||
</button>
|
||||
</form>
|
||||
{/if}
|
||||
<button
|
||||
type="button"
|
||||
onclick={() => (confirmDeleteId = confirmDeleteId === bill.id ? null : bill.id)}
|
||||
class="font-medium text-red-600 hover:text-red-700 dark:text-red-400"
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
{#if confirmDeleteId === bill.id}
|
||||
<tr>
|
||||
<td colspan="7" class="bg-red-50 px-4 py-3 dark:bg-red-900/20">
|
||||
<form
|
||||
method="POST"
|
||||
action="?/deleteBill"
|
||||
use:enhance={() => async ({ update }) => {
|
||||
await update({ reset: false });
|
||||
confirmDeleteId = null;
|
||||
}}
|
||||
class="flex items-center justify-between gap-3 text-xs"
|
||||
>
|
||||
<input type="hidden" name="id" value={bill.id} />
|
||||
<p class="text-red-700 dark:text-red-300">
|
||||
Delete "{bill.name}"? This soft-deletes the bill; already-posted expenses remain.
|
||||
</p>
|
||||
<div class="flex gap-2">
|
||||
<button
|
||||
type="button"
|
||||
onclick={() => (confirmDeleteId = null)}
|
||||
class="rounded border border-gray-300 bg-white px-2 py-1 text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:bg-gray-700 dark:text-gray-200"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
<button
|
||||
type="submit"
|
||||
class="rounded bg-red-600 px-2 py-1 font-medium text-white hover:bg-red-700"
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
{/if}
|
||||
{#if editingBillId === bill.id}
|
||||
<tr>
|
||||
<td colspan="7" class="bg-gray-50 px-4 py-3 dark:bg-gray-700/30">
|
||||
{@render billForm(
|
||||
'?/updateBill',
|
||||
{
|
||||
name: bill.name,
|
||||
amount: bill.defaultAmount,
|
||||
cycle: bill.cycle,
|
||||
accountId: bill.accountId,
|
||||
projectId: bill.projectId,
|
||||
categoryId: bill.categoryId ?? '',
|
||||
partyId: bill.partyId ?? '',
|
||||
description: bill.description ?? '',
|
||||
currency: bill.currency,
|
||||
startDate: bill.startDate,
|
||||
endDate: bill.endDate ?? '',
|
||||
dayOfCycle: bill.dayOfCycle?.toString() ?? ''
|
||||
},
|
||||
bill.id
|
||||
)}
|
||||
<form
|
||||
method="POST"
|
||||
action="?/setNextCycleAmount"
|
||||
use:enhance={() => async ({ update }) => await update({ reset: false })}
|
||||
class="mt-3 flex flex-wrap items-end gap-2 rounded-md bg-white p-3 text-xs dark:bg-gray-800"
|
||||
>
|
||||
<input type="hidden" name="id" value={bill.id} />
|
||||
<div>
|
||||
<label class={labelCls} for="override-{bill.id}">Next-cycle amount override</label>
|
||||
<input
|
||||
id="override-{bill.id}"
|
||||
name="amount"
|
||||
type="number"
|
||||
step="0.01"
|
||||
min="0"
|
||||
value={bill.nextCycleAmount ?? ''}
|
||||
class={inputCls}
|
||||
placeholder="Leave blank to clear"
|
||||
/>
|
||||
</div>
|
||||
<button
|
||||
type="submit"
|
||||
class="rounded-md bg-gray-700 px-3 py-2 font-medium text-white hover:bg-gray-800 dark:bg-gray-600"
|
||||
>
|
||||
Save override
|
||||
</button>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
{/if}
|
||||
{/each}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{/if}
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user