From 85aec09d1a80ad4a06af2acfd0acebcbbceeaaa4 Mon Sep 17 00:00:00 2001
From: lashman <lashman@robotbrush.com>
Date: Wed, 18 Feb 2026 14:43:55 +0200
Subject: [PATCH] add two-step invoice flow with full-screen template picker

---
 src/views/Invoices.vue | 205 ++++++++++++++++++++++++-----------------
 1 file changed, 118 insertions(+), 87 deletions(-)

diff --git a/src/views/Invoices.vue b/src/views/Invoices.vue
index 0906b14..37df046 100644
--- a/src/views/Invoices.vue
+++ b/src/views/Invoices.vue
@@ -1,9 +1,9 @@
 <template>
   <div class="p-6">
-    <h1 class="text-[1.75rem] font-bold font-[family-name:var(--font-heading)] tracking-tight text-text-primary mb-6">Invoices</h1>
+    <h1 v-if="view !== 'template-picker'" class="text-[1.75rem] font-bold font-[family-name:var(--font-heading)] tracking-tight text-text-primary mb-6">Invoices</h1>
 
-    <!-- View tabs -->
-    <div class="flex gap-6 mb-6 border-b border-border-subtle">
+    <!-- View tabs (hidden in template picker) -->
+    <div v-if="view !== 'template-picker'" class="flex gap-6 mb-6 border-b border-border-subtle">
       <button
         @click="view = 'list'"
         class="pb-2 text-[0.8125rem] transition-colors duration-150 -mb-px"
@@ -371,18 +371,6 @@
           </div>
         </div>
 
-        <!-- Template Selection -->
-        <div>
-          <label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-2">Invoice Template</label>
-          <InvoiceTemplatePicker
-            v-model="selectedTemplateId"
-            :invoice="previewCreateInvoice"
-            :client="selectedClient"
-            :items="createPreviewItems"
-            :business-info="businessInfo"
-          />
-        </div>
-
         <!-- Buttons -->
         <div class="flex justify-end gap-3 pt-2">
           <button
@@ -402,49 +390,80 @@
       </form>
     </div>
 
-    <!-- Invoice Preview Dialog -->
-    <Transition name="modal">
-    <div
-      v-if="showDetailDialog"
-      class="fixed inset-0 bg-black/80 backdrop-blur-[4px] flex flex-col items-center p-6 z-50 overflow-y-auto"
-      @click.self="showDetailDialog = false"
-    >
-      <!-- Toolbar -->
-      <div class="flex items-center gap-3 mb-4 shrink-0">
-        <select
-          v-model="selectedTemplateId"
-          class="px-3 py-2 bg-white/10 border border-white/20 text-white text-[0.75rem] rounded-lg focus:outline-none appearance-none cursor-pointer"
-        >
-          <option v-for="tmpl in INVOICE_TEMPLATES" :key="tmpl.id" :value="tmpl.id" class="text-black bg-white">
-            {{ tmpl.name }}
-          </option>
-        </select>
-        <button
-          @click="exportPDF(selectedInvoice!)"
-          class="px-4 py-2 bg-accent text-bg-base text-[0.75rem] font-medium rounded-lg hover:bg-accent-hover transition-colors"
-        >
-          Export PDF
-        </button>
-        <button
-          @click="showDetailDialog = false"
-          class="px-4 py-2 border border-white/20 text-white/80 text-[0.75rem] rounded-lg hover:bg-white/10 transition-colors"
-        >
-          Close
-        </button>
+    <!-- Template Picker View -->
+    <div v-else-if="view === 'template-picker'" class="-m-6 -mt-[calc(1.5rem+1.75rem+1.5rem)] h-screen flex flex-col">
+      <!-- Top bar -->
+      <div class="flex items-center justify-between px-6 py-3 border-b border-border-subtle bg-bg-surface shrink-0">
+        <div class="flex items-center gap-3">
+          <button
+            @click="handlePickerBack"
+            class="p-1.5 text-text-tertiary hover:text-text-secondary transition-colors"
+          >
+            <svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2">
+              <path stroke-linecap="round" stroke-linejoin="round" d="M10 19l-7-7m0 0l7-7m-7 7h18" />
+            </svg>
+          </button>
+          <span class="text-[0.8125rem] font-medium text-text-primary">
+            {{ selectedInvoice?.invoice_number }}
+          </span>
+          <span class="text-[0.75rem] text-text-tertiary">
+            {{ selectedInvoice ? getClientName(selectedInvoice.client_id) : '' }}
+          </span>
+        </div>
+        <div class="flex items-center gap-3">
+          <button
+            @click="handlePickerExport"
+            class="px-4 py-2 bg-accent text-bg-base text-[0.75rem] font-medium rounded-lg hover:bg-accent-hover transition-colors"
+          >
+            Export PDF
+          </button>
+          <button
+            @click="handlePickerSave"
+            class="px-4 py-2 border border-border-subtle text-text-secondary text-[0.75rem] rounded-lg hover:bg-bg-elevated transition-colors"
+          >
+            Save &amp; Close
+          </button>
+        </div>
       </div>
 
-      <!-- Template preview -->
-      <div class="w-[8.5in] shrink-0">
-        <InvoicePreview
-          :template="getTemplateById(selectedTemplateId)"
-          :invoice="selectedInvoice!"
-          :client="previewClient"
-          :items="previewItems"
-          :business-info="businessInfo"
-        />
+      <!-- Split pane -->
+      <div class="flex-1 flex overflow-hidden">
+        <!-- Left: Template list -->
+        <div class="w-56 border-r border-border-subtle overflow-y-auto bg-bg-surface shrink-0">
+          <div v-for="cat in TEMPLATE_CATEGORIES" :key="cat.id">
+            <div class="text-[0.5625rem] text-text-tertiary uppercase tracking-[0.1em] font-medium px-3 pt-3 pb-1">
+              {{ cat.label }}
+            </div>
+            <button
+              v-for="tmpl in getTemplatesByCategory(cat.id)"
+              :key="tmpl.id"
+              class="w-full flex items-center gap-2 px-3 py-1.5 text-[0.75rem] transition-colors"
+              :class="tmpl.id === selectedTemplateId
+                ? 'bg-accent/10 text-accent-text'
+                : 'text-text-secondary hover:bg-bg-elevated hover:text-text-primary'"
+              @click="selectedTemplateId = tmpl.id"
+            >
+              <span class="w-2.5 h-2.5 rounded-full shrink-0 border border-black/10" :style="{ backgroundColor: tmpl.colors.primary }" />
+              <span class="truncate">{{ tmpl.name }}</span>
+            </button>
+          </div>
+        </div>
+
+        <!-- Right: Preview -->
+        <div class="flex-1 bg-bg-inset p-8 overflow-y-auto flex justify-center">
+          <div class="w-full max-w-lg">
+            <InvoicePreview
+              v-if="selectedInvoice"
+              :template="getTemplateById(selectedTemplateId)"
+              :invoice="selectedInvoice"
+              :client="pickerClient"
+              :items="previewItems"
+              :business-info="businessInfo"
+            />
+          </div>
+        </div>
       </div>
     </div>
-    </Transition>
 
     <!-- Delete Confirmation Dialog -->
     <Transition name="modal">
@@ -487,8 +506,7 @@ import AppNumberInput from '../components/AppNumberInput.vue'
 import AppSelect from '../components/AppSelect.vue'
 import AppDatePicker from '../components/AppDatePicker.vue'
 import InvoicePreview from '../components/InvoicePreview.vue'
-import InvoiceTemplatePicker from '../components/InvoiceTemplatePicker.vue'
-import { getTemplateById, INVOICE_TEMPLATES } from '../utils/invoiceTemplates'
+import { getTemplateById, getTemplatesByCategory, TEMPLATE_CATEGORIES } from '../utils/invoiceTemplates'
 import type { BusinessInfo } from '../utils/invoicePdfRenderer'
 import { useInvoicesStore, type Invoice, type InvoiceItem } from '../stores/invoices'
 import { useClientsStore, type Client } from '../stores/clients'
@@ -511,10 +529,10 @@ const settingsStore = useSettingsStore()
 const toastStore = useToastStore()
 
 // View state
-const view = ref<'list' | 'create'>('list')
+const view = ref<'list' | 'create' | 'template-picker'>('list')
+const pickerInvoiceId = ref<number | null>(null)
 
 // Dialog state
-const showDetailDialog = ref(false)
 const showDeleteDialog = ref(false)
 const selectedInvoice = ref<Invoice | null>(null)
 const invoiceToDelete = ref<Invoice | null>(null)
@@ -534,11 +552,11 @@ const createForm = reactive({
 const lineItems = ref<LineItem[]>([])
 const importProjectId = ref(0)
 const showTokenHelp = ref(false)
-const selectedTemplateId = ref('clean-minimal')
+const selectedTemplateId = ref('clean')
 
-// Preview state
+// Preview / picker state
 const previewItems = ref<InvoiceItem[]>([])
-const previewClient = computed<Client | null>(() => {
+const pickerClient = computed<Client | null>(() => {
   if (!selectedInvoice.value) return null
   return clientsStore.clients.find(c => c.id === selectedInvoice.value!.client_id) || null
 })
@@ -557,29 +575,6 @@ const businessInfo = computed<BusinessInfo>(() => ({
   logo: settingsStore.settings.business_logo || '',
 }))
 
-const previewCreateInvoice = computed<Invoice>(() => ({
-  client_id: createForm.client_id,
-  invoice_number: resolvedInvoiceNumber.value,
-  date: createForm.date,
-  due_date: createForm.due_date || undefined,
-  subtotal: calculateSubtotal(),
-  tax_rate: createForm.tax_rate,
-  tax_amount: calculateTax(),
-  discount: createForm.discount,
-  total: calculateTotal(),
-  notes: createForm.notes || undefined,
-  status: 'pending',
-}))
-
-const createPreviewItems = computed(() =>
-  lineItems.value.map(li => ({
-    description: li.description,
-    quantity: li.quantity,
-    rate: li.unit_price,
-    amount: li.quantity * li.unit_price,
-  }))
-)
-
 // Resolve invoice number tokens
 const resolvedInvoiceNumber = computed(() => {
   const now = new Date()
@@ -647,16 +642,18 @@ function calculateTotal(): number {
   return calculateSubtotal() + calculateTax() - createForm.discount
 }
 
-// View invoice details
+// View invoice → open template picker
 async function viewInvoice(invoice: Invoice) {
   selectedInvoice.value = invoice
+  pickerInvoiceId.value = invoice.id!
+  selectedTemplateId.value = invoice.template_id || 'clean'
   try {
     previewItems.value = invoice.id ? await invoicesStore.getInvoiceItems(invoice.id) : []
   } catch (e) {
     console.error('Failed to load invoice items:', e)
     previewItems.value = []
   }
-  showDetailDialog.value = true
+  view.value = 'template-picker'
 }
 
 // Confirm delete
@@ -715,7 +712,19 @@ async function handleCreate() {
     }
   }
 
-  // Reset form
+  // Navigate to template picker with the new invoice
+  selectedInvoice.value = { ...invoice, id: invoiceId }
+  pickerInvoiceId.value = invoiceId
+  selectedTemplateId.value = 'clean'
+  previewItems.value = lineItems.value.map(li => ({
+    invoice_id: invoiceId,
+    description: li.description,
+    quantity: li.quantity,
+    rate: li.unit_price,
+    amount: li.quantity * li.unit_price,
+  }))
+
+  // Reset form for next use
   createForm.client_id = 0
   createForm.invoice_number = 'INV-{YYYY}-{###}'
   createForm.date = new Date().toISOString().split('T')[0]
@@ -725,6 +734,28 @@ async function handleCreate() {
   createForm.notes = ''
   lineItems.value = []
 
+  view.value = 'template-picker'
+}
+
+// Template picker actions
+async function handlePickerSave() {
+  if (pickerInvoiceId.value) {
+    await invoicesStore.updateInvoiceTemplate(pickerInvoiceId.value, selectedTemplateId.value)
+  }
+  pickerInvoiceId.value = null
+  selectedInvoice.value = null
+  view.value = 'list'
+}
+
+async function handlePickerExport() {
+  if (selectedInvoice.value) {
+    await exportPDF(selectedInvoice.value)
+  }
+}
+
+function handlePickerBack() {
+  pickerInvoiceId.value = null
+  selectedInvoice.value = null
   view.value = 'list'
 }