- Replace misleading 'sent' status with 'pending' (no email capability) - Show assessment group name instead of raw 'regular_assessment' type - Add owner last name to invoice table - Fix payment creation Internal Server Error (PostgreSQL $2 type cast) - Add edit/delete capability for payment records with invoice recalc Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
255 lines
11 KiB
TypeScript
255 lines
11 KiB
TypeScript
import { useState, useEffect } from 'react';
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import {
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Title, Table, Group, Button, Stack, Text, Badge, Modal,
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NumberInput, Select, Loader, Center, Card, Alert,
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} from '@mantine/core';
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import { useForm } from '@mantine/form';
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import { useDisclosure } from '@mantine/hooks';
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import { notifications } from '@mantine/notifications';
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import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import api from '../../services/api';
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interface Invoice {
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id: string; invoice_number: string; unit_number: string; unit_id: string;
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invoice_date: string; due_date: string; invoice_type: string;
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description: string; amount: string; amount_paid: string; balance_due: string;
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status: string; period_start: string; period_end: string;
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assessment_group_name: string; frequency: string; owner_name: string;
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}
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interface PreviewGroup {
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id: string;
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name: string;
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frequency: string;
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active_units: number;
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regular_assessment: string;
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special_assessment: string;
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is_billing_month: boolean;
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total_amount: number;
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period_description: string;
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}
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interface Preview {
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month: number;
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year: number;
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month_name: string;
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groups: PreviewGroup[];
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summary: {
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total_groups_billing: number;
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total_invoices: number;
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total_amount: number;
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};
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}
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const statusColors: Record<string, string> = {
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draft: 'gray', pending: 'blue', paid: 'green', partial: 'yellow', overdue: 'red', void: 'dark',
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};
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const frequencyColors: Record<string, string> = {
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monthly: 'blue', quarterly: 'teal', annual: 'violet',
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};
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const fmt = (v: string | number) => parseFloat(String(v || '0')).toLocaleString('en-US', { style: 'currency', currency: 'USD' });
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/** Extract last name from "First Last" format */
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const getLastName = (ownerName: string | null) => {
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if (!ownerName) return '-';
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const parts = ownerName.trim().split(/\s+/);
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return parts.length > 1 ? parts[parts.length - 1] : ownerName;
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};
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export function InvoicesPage() {
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const [bulkOpened, { open: openBulk, close: closeBulk }] = useDisclosure(false);
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const [preview, setPreview] = useState<Preview | null>(null);
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const [previewLoading, setPreviewLoading] = useState(false);
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const queryClient = useQueryClient();
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const { data: invoices = [], isLoading } = useQuery<Invoice[]>({
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queryKey: ['invoices'],
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queryFn: async () => { const { data } = await api.get('/invoices'); return data; },
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});
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const bulkForm = useForm({
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initialValues: { month: new Date().getMonth() + 1, year: new Date().getFullYear() },
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});
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// Fetch preview when month/year changes
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const fetchPreview = async (month: number, year: number) => {
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setPreviewLoading(true);
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try {
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const { data } = await api.post('/invoices/generate-preview', { month, year });
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setPreview(data);
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} catch {
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setPreview(null);
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}
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setPreviewLoading(false);
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};
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useEffect(() => {
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if (bulkOpened) {
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fetchPreview(bulkForm.values.month, bulkForm.values.year);
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}
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}, [bulkOpened, bulkForm.values.month, bulkForm.values.year]);
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const bulkMutation = useMutation({
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mutationFn: (values: any) => api.post('/invoices/generate-bulk', values),
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onSuccess: (res) => {
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queryClient.invalidateQueries({ queryKey: ['invoices'] });
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queryClient.invalidateQueries({ queryKey: ['journal-entries'] });
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const groupInfo = res.data.groups?.map((g: any) => `${g.group_name}: ${g.invoices_created}`).join(', ') || '';
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notifications.show({
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message: `Generated ${res.data.created} invoices${groupInfo ? ` (${groupInfo})` : ''}`,
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color: 'green',
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});
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closeBulk();
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setPreview(null);
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},
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onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); },
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});
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const lateFeesMutation = useMutation({
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mutationFn: () => api.post('/invoices/apply-late-fees', { grace_period_days: 15, late_fee_amount: 25 }),
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onSuccess: (res) => {
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queryClient.invalidateQueries({ queryKey: ['invoices'] });
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notifications.show({ message: `Applied ${res.data.applied} late fees`, color: 'yellow' });
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},
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});
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if (isLoading) return <Center h={300}><Loader /></Center>;
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const totalOutstanding = invoices.filter(i => i.status !== 'paid' && i.status !== 'void').reduce((s, i) => s + parseFloat(i.balance_due || '0'), 0);
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return (
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<Stack>
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<Group justify="space-between">
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<Title order={2}>Invoices</Title>
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<Group>
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<Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button>
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<Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button>
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</Group>
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</Group>
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<Group>
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<Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card>
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<Card withBorder p="sm"><Text size="xs" c="dimmed">Outstanding</Text><Text fw={700} c="red">{fmt(totalOutstanding)}</Text></Card>
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</Group>
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<Table striped highlightOnHover>
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<Table.Thead>
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<Table.Tr>
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<Table.Th>Invoice #</Table.Th><Table.Th>Unit</Table.Th><Table.Th>Owner</Table.Th>
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<Table.Th>Group</Table.Th><Table.Th>Date</Table.Th>
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<Table.Th>Due</Table.Th><Table.Th>Period</Table.Th>
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<Table.Th ta="right">Amount</Table.Th>
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<Table.Th ta="right">Paid</Table.Th><Table.Th ta="right">Balance</Table.Th><Table.Th>Status</Table.Th>
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</Table.Tr>
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</Table.Thead>
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<Table.Tbody>
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{invoices.map((i) => (
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<Table.Tr key={i.id}>
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<Table.Td fw={500}>{i.invoice_number}</Table.Td>
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<Table.Td>{i.unit_number}</Table.Td>
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<Table.Td>{getLastName(i.owner_name)}</Table.Td>
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<Table.Td>
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{i.assessment_group_name ? (
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<Badge size="sm" variant="light" color={frequencyColors[i.frequency] || 'gray'}>
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{i.assessment_group_name}
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</Badge>
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) : (
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<Badge size="sm" variant="light">{i.invoice_type}</Badge>
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)}
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</Table.Td>
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<Table.Td>{new Date(i.invoice_date).toLocaleDateString()}</Table.Td>
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<Table.Td>{new Date(i.due_date).toLocaleDateString()}</Table.Td>
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<Table.Td>
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{i.period_start && i.period_end ? (
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<Text size="xs" c="dimmed">
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{new Date(i.period_start).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })}
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{i.period_start !== i.period_end && (
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<> - {new Date(i.period_end).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })}</>
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)}
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</Text>
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) : (
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<Text size="xs" c="dimmed">-</Text>
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)}
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</Table.Td>
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<Table.Td ta="right" ff="monospace">{fmt(i.amount)}</Table.Td>
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<Table.Td ta="right" ff="monospace">{fmt(i.amount_paid)}</Table.Td>
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<Table.Td ta="right" ff="monospace" fw={500}>{fmt(i.balance_due)}</Table.Td>
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<Table.Td><Badge color={statusColors[i.status] || 'gray'} size="sm">{i.status}</Badge></Table.Td>
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</Table.Tr>
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))}
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{invoices.length === 0 && <Table.Tr><Table.Td colSpan={11}><Text ta="center" c="dimmed" py="lg">No invoices yet</Text></Table.Td></Table.Tr>}
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</Table.Tbody>
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</Table>
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<Modal opened={bulkOpened} onClose={() => { closeBulk(); setPreview(null); }} title="Generate Assessments" size="lg">
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<form onSubmit={bulkForm.onSubmit((v) => bulkMutation.mutate(v))}>
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<Stack>
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<Group grow>
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<Select label="Month" data={Array.from({length:12},(_,i)=>({value:String(i+1),label:new Date(2026,i).toLocaleString('default',{month:'long'})}))} value={String(bulkForm.values.month)} onChange={(v)=>bulkForm.setFieldValue('month',Number(v))} />
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<NumberInput label="Year" {...bulkForm.getInputProps('year')} />
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</Group>
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{previewLoading && <Center py="md"><Loader size="sm" /></Center>}
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{preview && !previewLoading && (
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<Stack gap="xs">
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<Text size="sm" fw={600}>Billing Preview for {preview.month_name} {preview.year}</Text>
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{preview.groups.map((g) => (
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<Card key={g.id} withBorder p="xs" style={{ opacity: g.is_billing_month ? 1 : 0.5 }}>
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<Group justify="space-between">
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<Group gap="xs">
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{g.is_billing_month && g.active_units > 0
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? <IconCheck size={16} color="green" />
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: <IconX size={16} color="gray" />
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}
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<div>
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<Group gap={6}>
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<Text size="sm" fw={500}>{g.name}</Text>
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<Badge size="xs" color={frequencyColors[g.frequency]} variant="light">
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{g.frequency}
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</Badge>
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</Group>
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<Text size="xs" c="dimmed">
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{g.is_billing_month
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? `${g.active_units} units - ${g.period_description}`
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: `Not a billing month for this group`
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}
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</Text>
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</div>
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</Group>
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{g.is_billing_month && (
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<Text size="sm" fw={500} ff="monospace">{fmt(g.total_amount)}</Text>
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)}
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</Group>
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</Card>
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))}
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{preview.summary.total_invoices > 0 ? (
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<Alert icon={<IconInfoCircle size={16} />} color="blue" variant="light">
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Will generate {preview.summary.total_invoices} invoices across{' '}
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{preview.summary.total_groups_billing} group(s) totaling {fmt(preview.summary.total_amount)}
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</Alert>
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) : (
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<Alert icon={<IconInfoCircle size={16} />} color="yellow" variant="light">
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No assessment groups have billing scheduled for {preview.month_name}. No invoices will be generated.
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</Alert>
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)}
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</Stack>
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)}
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<Button
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type="submit"
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loading={bulkMutation.isPending}
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disabled={!preview || preview.summary.total_invoices === 0}
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>
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Generate {preview?.summary.total_invoices || 0} Invoices
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</Button>
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</Stack>
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</form>
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</Modal>
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</Stack>
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);
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}
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