681 lines
23 KiB
Markdown
681 lines
23 KiB
Markdown
# Clients View & NavRail Reorganization Implementation Plan
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> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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**Goal:** Add a Clients management view with billing details and reorder the NavRail into a logical workflow.
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**Architecture:** Backend-first approach — migrate the database schema, update Rust structs/queries, expand the TypeScript store, then build the frontend view and update navigation. The Clients.vue view follows the same card-grid + dialog pattern established by Projects.vue.
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**Tech Stack:** Tauri v2 (Rust + SQLite), Vue 3 Composition API, Tailwind CSS v4 with @theme tokens, Lucide icons, Pinia stores, vue-router
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---
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### Task 1: Database migration — add new columns to clients table
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**Files:**
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- Modify: `src-tauri/src/database.rs:1-118`
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**Step 1: Add ALTER TABLE statements after the existing table creation**
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After the `CREATE TABLE IF NOT EXISTS clients` block (line 13), add 5 `ALTER TABLE ADD COLUMN` statements. These use `ALTER TABLE ... ADD COLUMN` which is safe to re-run because SQLite will error on duplicate columns — wrap each in a closure that ignores "duplicate column" errors.
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Add this code after line 13 (after the `?;` that closes the clients CREATE TABLE):
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```rust
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// Migrate clients table — add new columns (safe to re-run)
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let migration_columns = [
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"ALTER TABLE clients ADD COLUMN company TEXT",
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"ALTER TABLE clients ADD COLUMN phone TEXT",
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"ALTER TABLE clients ADD COLUMN tax_id TEXT",
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"ALTER TABLE clients ADD COLUMN payment_terms TEXT",
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"ALTER TABLE clients ADD COLUMN notes TEXT",
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];
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for sql in &migration_columns {
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match conn.execute(sql, []) {
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Ok(_) => {}
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Err(e) => {
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let msg = e.to_string();
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if !msg.contains("duplicate column") {
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return Err(e);
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}
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}
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}
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}
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```
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**Step 2: Build to verify migration compiles**
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Run: `cd src-tauri && cargo check`
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Expected: compiles with no errors
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**Step 3: Commit**
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```bash
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git add src-tauri/src/database.rs
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git commit -m "feat: add migration for new client billing columns"
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```
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---
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### Task 2: Expand Rust Client struct and update all CRUD queries
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**Files:**
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- Modify: `src-tauri/src/commands.rs:6-99` (Client struct + 4 commands)
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- Modify: `src-tauri/src/commands.rs:382-457` (export_data)
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**Step 1: Expand the Client struct**
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Replace the existing `Client` struct (lines 7-12) with:
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```rust
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#[derive(Debug, Serialize, Deserialize)]
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pub struct Client {
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pub id: Option<i64>,
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pub name: String,
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pub email: Option<String>,
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pub address: Option<String>,
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pub company: Option<String>,
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pub phone: Option<String>,
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pub tax_id: Option<String>,
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pub payment_terms: Option<String>,
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pub notes: Option<String>,
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}
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```
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**Step 2: Update `get_clients` query (line 62)**
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Replace the SELECT and row mapping:
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```rust
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let mut stmt = conn.prepare(
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"SELECT id, name, email, address, company, phone, tax_id, payment_terms, notes FROM clients ORDER BY name"
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).map_err(|e| e.to_string())?;
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let clients = stmt.query_map([], |row| {
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Ok(Client {
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id: Some(row.get(0)?),
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name: row.get(1)?,
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email: row.get(2)?,
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address: row.get(3)?,
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company: row.get(4)?,
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phone: row.get(5)?,
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tax_id: row.get(6)?,
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payment_terms: row.get(7)?,
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notes: row.get(8)?,
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})
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}).map_err(|e| e.to_string())?;
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```
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**Step 3: Update `create_client` INSERT (line 77-80)**
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```rust
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conn.execute(
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"INSERT INTO clients (name, email, address, company, phone, tax_id, payment_terms, notes) VALUES (?1, ?2, ?3, ?4, ?5, ?6, ?7, ?8)",
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params![client.name, client.email, client.address, client.company, client.phone, client.tax_id, client.payment_terms, client.notes],
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).map_err(|e| e.to_string())?;
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```
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**Step 4: Update `update_client` UPDATE (line 87-89)**
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```rust
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conn.execute(
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"UPDATE clients SET name = ?1, email = ?2, address = ?3, company = ?4, phone = ?5, tax_id = ?6, payment_terms = ?7, notes = ?8 WHERE id = ?9",
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params![client.name, client.email, client.address, client.company, client.phone, client.tax_id, client.payment_terms, client.notes, client.id],
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).map_err(|e| e.to_string())?;
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```
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**Step 5: Update `export_data` clients query (lines 386-397)**
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Replace the clients block inside `export_data`:
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```rust
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let clients = {
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let mut stmt = conn.prepare("SELECT id, name, email, address, company, phone, tax_id, payment_terms, notes FROM clients").map_err(|e| e.to_string())?;
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let rows: Vec<serde_json::Value> = stmt.query_map([], |row| {
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Ok(serde_json::json!({
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"id": row.get::<_, i64>(0)?,
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"name": row.get::<_, String>(1)?,
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"email": row.get::<_, Option<String>>(2)?,
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"address": row.get::<_, Option<String>>(3)?,
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"company": row.get::<_, Option<String>>(4)?,
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"phone": row.get::<_, Option<String>>(5)?,
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"tax_id": row.get::<_, Option<String>>(6)?,
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"payment_terms": row.get::<_, Option<String>>(7)?,
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"notes": row.get::<_, Option<String>>(8)?
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}))
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}).map_err(|e| e.to_string())?.collect::<Result<Vec<_>, _>>().map_err(|e| e.to_string())?;
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rows
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};
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```
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**Step 6: Build to verify everything compiles**
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Run: `cd src-tauri && cargo check`
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Expected: compiles with no errors
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**Step 7: Commit**
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```bash
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git add src-tauri/src/commands.rs
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git commit -m "feat: expand Client struct with billing fields and update all queries"
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```
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---
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### Task 3: Expand TypeScript Client interface in the Pinia store
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**Files:**
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- Modify: `src/stores/clients.ts:5-10`
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**Step 1: Add new optional fields to the Client interface**
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Replace the existing `Client` interface (lines 5-10) with:
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```typescript
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export interface Client {
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id?: number
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name: string
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email?: string
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address?: string
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company?: string
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phone?: string
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tax_id?: string
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payment_terms?: string
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notes?: string
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}
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```
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No other changes needed — the store's `createClient`, `updateClient`, `fetchClients` all pass/receive `Client` objects, so the new fields flow through automatically.
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**Step 2: Verify the frontend builds**
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Run: `npm run build`
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Expected: builds with no errors
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**Step 3: Commit**
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```bash
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git add src/stores/clients.ts
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git commit -m "feat: expand Client interface with billing fields"
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```
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---
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### Task 4: Add /clients route to the router
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**Files:**
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- Modify: `src/router/index.ts`
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**Step 1: Add the clients route**
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Insert the clients route between the `/timer` and `/projects` routes (between lines 16 and 17):
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```typescript
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{
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path: '/clients',
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name: 'Clients',
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component: () => import('../views/Clients.vue')
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},
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```
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The full routes array will now be: `/` (Dashboard), `/timer` (Timer), `/clients` (Clients), `/projects` (Projects), `/entries` (Entries), `/reports` (Reports), `/invoices` (Invoices), `/settings` (Settings).
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**Step 2: Commit**
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```bash
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git add src/router/index.ts
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git commit -m "feat: add /clients route"
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```
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---
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### Task 5: Reorder NavRail and add Clients entry
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**Files:**
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- Modify: `src/components/NavRail.vue`
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**Step 1: Add `Users` to the Lucide import**
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Replace the import block (lines 6-13) with:
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```typescript
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import {
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LayoutDashboard,
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Clock,
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Users,
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FolderKanban,
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List,
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BarChart3,
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FileText,
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Settings
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} from 'lucide-vue-next'
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```
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**Step 2: Reorder the navItems array**
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Replace the `navItems` array (lines 19-27) with the new workflow order:
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```typescript
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const navItems = [
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{ name: 'Dashboard', path: '/', icon: LayoutDashboard },
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{ name: 'Timer', path: '/timer', icon: Clock },
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{ name: 'Clients', path: '/clients', icon: Users },
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{ name: 'Projects', path: '/projects', icon: FolderKanban },
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{ name: 'Entries', path: '/entries', icon: List },
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{ name: 'Invoices', path: '/invoices', icon: FileText },
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{ name: 'Reports', path: '/reports', icon: BarChart3 },
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{ name: 'Settings', path: '/settings', icon: Settings }
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]
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```
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Note: Invoices moved before Reports (bill clients, then analyze).
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**Step 3: Verify the frontend builds**
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Run: `npm run build`
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Expected: builds with no errors (will warn about missing Clients.vue — that's fine, it's lazy-loaded)
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**Step 4: Commit**
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```bash
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git add src/components/NavRail.vue
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git commit -m "feat: reorder NavRail and add Clients entry"
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```
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---
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### Task 6: Create Clients.vue — card grid, empty state, and base layout
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**Files:**
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- Create: `src/views/Clients.vue`
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**Step 1: Create the Clients view**
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Create `src/views/Clients.vue` following the Projects.vue pattern exactly. The view has:
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- Header with "Clients" title and "+ Add" button
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- Card grid (1-3 columns responsive) showing: name (bold), company subtitle (if set), email (tertiary)
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- Hover reveals edit/delete icons (same SVG icons as Projects.vue)
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- Empty state with `Users` icon, "No clients yet" message, and "Create Client" CTA
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- Create/Edit dialog with two sections:
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- **Contact Info**: Name (required), Email, Phone, Address (textarea)
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- **Billing Details** (collapsible): Company, Tax ID, Payment Terms, Notes (textarea)
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- Delete confirmation dialog (same pattern as Projects)
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```vue
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<template>
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<div class="p-6">
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<!-- Header -->
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<div class="flex items-center justify-between mb-6">
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<h1 class="text-[1.75rem] font-bold font-[family-name:var(--font-heading)] tracking-tight text-text-primary">Clients</h1>
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<button
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@click="openCreateDialog"
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class="px-3 py-1.5 bg-accent text-bg-base text-xs font-medium rounded-lg hover:bg-accent-hover transition-colors duration-150"
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>
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+ Add
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</button>
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</div>
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<!-- Clients Grid -->
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<div v-if="clientsStore.clients.length > 0" class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div
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v-for="client in clientsStore.clients"
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:key="client.id"
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class="group bg-bg-surface border border-border-subtle rounded-lg shadow-[0_1px_3px_rgba(0,0,0,0.3)] hover:bg-bg-elevated transition-all duration-150 cursor-pointer"
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@click="openEditDialog(client)"
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>
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<div class="p-4">
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<div class="flex items-start justify-between">
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<div class="min-w-0 flex-1">
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<h3 class="text-[0.8125rem] font-semibold text-text-primary truncate">{{ client.name }}</h3>
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<p v-if="client.company" class="text-xs text-text-secondary mt-0.5 truncate">{{ client.company }}</p>
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<p v-if="client.email" class="text-xs text-text-tertiary mt-0.5 truncate">{{ client.email }}</p>
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</div>
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<div class="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity duration-100 shrink-0 ml-2">
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<button
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@click.stop="openEditDialog(client)"
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class="p-1.5 text-text-tertiary hover:text-text-secondary transition-colors duration-150"
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title="Edit"
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>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-3.5 w-3.5" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2">
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<path stroke-linecap="round" stroke-linejoin="round" d="M11 5H6a2 2 0 00-2 2v11a2 2 0 002 2h11a2 2 0 002-2v-5m-1.414-9.414a2 2 0 112.828 2.828L11.828 15H9v-2.828l8.586-8.586z" />
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</svg>
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</button>
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<button
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@click.stop="confirmDelete(client)"
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class="p-1.5 text-text-tertiary hover:text-status-error transition-colors duration-150"
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title="Delete"
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>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-3.5 w-3.5" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2">
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<path stroke-linecap="round" stroke-linejoin="round" d="M19 7l-.867 12.142A2 2 0 0116.138 21H7.862a2 2 0 01-1.995-1.858L5 7m5 4v6m4-6v6m1-10V4a1 1 0 00-1-1h-4a1 1 0 00-1 1v3M4 7h16" />
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</svg>
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</button>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Empty State -->
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<div v-else class="flex flex-col items-center justify-center py-16">
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<Users class="w-12 h-12 text-text-tertiary" :stroke-width="1.5" />
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<p class="text-sm text-text-secondary mt-4">No clients yet</p>
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<p class="text-xs text-text-tertiary mt-2 max-w-xs text-center">Clients let you organize projects and generate invoices with billing details.</p>
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<button
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@click="openCreateDialog"
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class="mt-4 px-4 py-2 bg-accent text-bg-base text-xs font-medium rounded-lg hover:bg-accent-hover transition-colors"
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>
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Create Client
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</button>
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</div>
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<!-- Create/Edit Dialog -->
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<div
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v-if="showDialog"
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class="fixed inset-0 bg-black/70 backdrop-blur-[4px] flex items-center justify-center z-50"
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@click.self="closeDialog"
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>
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<div class="bg-bg-surface border border-border-subtle rounded-lg shadow-[0_1px_3px_rgba(0,0,0,0.3)] w-full max-w-md mx-4 p-6 animate-modal-enter max-h-[85vh] overflow-y-auto">
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<h2 class="text-[1.125rem] font-semibold font-[family-name:var(--font-heading)] text-text-primary mb-4">
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{{ editingClient ? 'Edit Client' : 'Create Client' }}
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</h2>
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<form @submit.prevent="handleSubmit" class="space-y-4">
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<!-- Contact Info -->
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Name *</label>
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<input
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v-model="formData.name"
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type="text"
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required
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class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
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placeholder="Client name"
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/>
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</div>
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Email</label>
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<input
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v-model="formData.email"
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type="email"
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class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
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placeholder="client@example.com"
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/>
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</div>
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Phone</label>
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<input
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v-model="formData.phone"
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type="tel"
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class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
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placeholder="+1 (555) 000-0000"
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/>
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</div>
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Address</label>
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<textarea
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v-model="formData.address"
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rows="2"
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class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible resize-none"
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placeholder="Street, City, State, ZIP"
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/>
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</div>
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<!-- Billing Details (collapsible) -->
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<div class="border-t border-border-subtle pt-4">
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<button
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type="button"
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@click="billingOpen = !billingOpen"
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class="flex items-center gap-2 text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] cursor-pointer hover:text-text-secondary transition-colors"
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>
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<svg
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xmlns="http://www.w3.org/2000/svg"
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class="h-3 w-3 transition-transform duration-150"
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:class="{ 'rotate-90': billingOpen }"
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fill="none"
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viewBox="0 0 24 24"
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stroke="currentColor"
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stroke-width="2"
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>
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<path stroke-linecap="round" stroke-linejoin="round" d="M9 5l7 7-7 7" />
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</svg>
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Billing Details
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</button>
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<div v-if="billingOpen" class="mt-3 space-y-4">
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Company</label>
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<input
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v-model="formData.company"
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type="text"
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class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
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placeholder="Business name for invoices"
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/>
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</div>
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<div>
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<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Tax ID</label>
|
|
<input
|
|
v-model="formData.tax_id"
|
|
type="text"
|
|
class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
|
|
placeholder="VAT / Tax number"
|
|
/>
|
|
</div>
|
|
|
|
<div>
|
|
<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Payment Terms</label>
|
|
<input
|
|
v-model="formData.payment_terms"
|
|
type="text"
|
|
class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible"
|
|
placeholder="e.g. Net 30, Due on receipt"
|
|
/>
|
|
</div>
|
|
|
|
<div>
|
|
<label class="block text-[0.6875rem] text-text-tertiary uppercase tracking-[0.08em] mb-1.5">Notes</label>
|
|
<textarea
|
|
v-model="formData.notes"
|
|
rows="2"
|
|
class="w-full px-3 py-2 bg-bg-inset border border-border-subtle rounded-lg text-[0.8125rem] text-text-primary focus:outline-none focus:border-border-visible resize-none"
|
|
placeholder="Internal notes about this client"
|
|
/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Buttons -->
|
|
<div class="flex justify-end gap-3 pt-4">
|
|
<button
|
|
type="button"
|
|
@click="closeDialog"
|
|
class="px-4 py-2 border border-border-subtle text-text-secondary rounded-lg hover:bg-bg-elevated transition-colors duration-150"
|
|
>
|
|
Cancel
|
|
</button>
|
|
<button
|
|
type="submit"
|
|
class="px-4 py-2 bg-accent text-bg-base font-medium rounded-lg hover:bg-accent-hover transition-colors duration-150"
|
|
>
|
|
{{ editingClient ? 'Update' : 'Create' }}
|
|
</button>
|
|
</div>
|
|
</form>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Delete Confirmation Dialog -->
|
|
<div
|
|
v-if="showDeleteDialog"
|
|
class="fixed inset-0 bg-black/70 backdrop-blur-[4px] flex items-center justify-center z-50"
|
|
@click.self="cancelDelete"
|
|
>
|
|
<div class="bg-bg-surface border border-border-subtle rounded-lg shadow-[0_1px_3px_rgba(0,0,0,0.3)] w-full max-w-sm mx-4 p-6 animate-modal-enter">
|
|
<h2 class="text-[1.125rem] font-semibold font-[family-name:var(--font-heading)] text-text-primary mb-2">Delete Client</h2>
|
|
<p class="text-[0.75rem] text-text-secondary mb-6">
|
|
Are you sure you want to delete "{{ clientToDelete?.name }}"? This action cannot be undone.
|
|
</p>
|
|
<div class="flex justify-end gap-3">
|
|
<button
|
|
@click="cancelDelete"
|
|
class="px-4 py-2 border border-border-subtle text-text-secondary rounded-lg hover:bg-bg-elevated transition-colors duration-150"
|
|
>
|
|
Cancel
|
|
</button>
|
|
<button
|
|
@click="handleDelete"
|
|
class="px-4 py-2 border border-status-error text-status-error font-medium rounded-lg hover:bg-status-error/10 transition-colors duration-150"
|
|
>
|
|
Delete
|
|
</button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</template>
|
|
|
|
<script setup lang="ts">
|
|
import { ref, reactive, onMounted, computed } from 'vue'
|
|
import { Users } from 'lucide-vue-next'
|
|
import { useClientsStore, type Client } from '../stores/clients'
|
|
|
|
const clientsStore = useClientsStore()
|
|
|
|
// Dialog state
|
|
const showDialog = ref(false)
|
|
const showDeleteDialog = ref(false)
|
|
const editingClient = ref<Client | null>(null)
|
|
const clientToDelete = ref<Client | null>(null)
|
|
const billingOpen = ref(false)
|
|
|
|
// Form data
|
|
const formData = reactive<Client>({
|
|
name: '',
|
|
email: undefined,
|
|
phone: undefined,
|
|
address: undefined,
|
|
company: undefined,
|
|
tax_id: undefined,
|
|
payment_terms: undefined,
|
|
notes: undefined,
|
|
})
|
|
|
|
// Check if any billing field has data
|
|
function hasBillingData(client: Client): boolean {
|
|
return !!(client.company || client.tax_id || client.payment_terms || client.notes)
|
|
}
|
|
|
|
// Open create dialog
|
|
function openCreateDialog() {
|
|
editingClient.value = null
|
|
formData.name = ''
|
|
formData.email = undefined
|
|
formData.phone = undefined
|
|
formData.address = undefined
|
|
formData.company = undefined
|
|
formData.tax_id = undefined
|
|
formData.payment_terms = undefined
|
|
formData.notes = undefined
|
|
billingOpen.value = false
|
|
showDialog.value = true
|
|
}
|
|
|
|
// Open edit dialog
|
|
function openEditDialog(client: Client) {
|
|
editingClient.value = client
|
|
formData.id = client.id
|
|
formData.name = client.name
|
|
formData.email = client.email
|
|
formData.phone = client.phone
|
|
formData.address = client.address
|
|
formData.company = client.company
|
|
formData.tax_id = client.tax_id
|
|
formData.payment_terms = client.payment_terms
|
|
formData.notes = client.notes
|
|
billingOpen.value = hasBillingData(client)
|
|
showDialog.value = true
|
|
}
|
|
|
|
// Close dialog
|
|
function closeDialog() {
|
|
showDialog.value = false
|
|
editingClient.value = null
|
|
}
|
|
|
|
// Handle form submit
|
|
async function handleSubmit() {
|
|
if (editingClient.value) {
|
|
await clientsStore.updateClient({ ...formData })
|
|
} else {
|
|
await clientsStore.createClient({ ...formData })
|
|
}
|
|
closeDialog()
|
|
}
|
|
|
|
// Confirm delete
|
|
function confirmDelete(client: Client) {
|
|
clientToDelete.value = client
|
|
showDeleteDialog.value = true
|
|
}
|
|
|
|
// Cancel delete
|
|
function cancelDelete() {
|
|
showDeleteDialog.value = false
|
|
clientToDelete.value = null
|
|
}
|
|
|
|
// Handle delete
|
|
async function handleDelete() {
|
|
if (clientToDelete.value?.id) {
|
|
await clientsStore.deleteClient(clientToDelete.value.id)
|
|
}
|
|
cancelDelete()
|
|
}
|
|
|
|
// Load data on mount
|
|
onMounted(async () => {
|
|
await clientsStore.fetchClients()
|
|
})
|
|
</script>
|
|
```
|
|
|
|
**Step 2: Verify the full app builds**
|
|
|
|
Run: `npm run build`
|
|
Expected: builds with no errors
|
|
|
|
**Step 3: Commit**
|
|
|
|
```bash
|
|
git add src/views/Clients.vue
|
|
git commit -m "feat: add Clients view with card grid, create/edit dialog, and billing details"
|
|
```
|
|
|
|
---
|
|
|
|
### Task 7: Build and verify end-to-end
|
|
|
|
**Step 1: Full Tauri build check**
|
|
|
|
Run: `cd src-tauri && cargo check`
|
|
Expected: compiles with no errors
|
|
|
|
Run: `cd .. && npm run build`
|
|
Expected: builds with no errors
|
|
|
|
**Step 2: Verify no regressions**
|
|
|
|
Grep for any remaining references to the old nav order or missing imports:
|
|
|
|
Run: `grep -r "Users" src/components/NavRail.vue` — should find the Lucide import
|
|
Run: `grep -r "clients" src/router/index.ts` — should find the route
|
|
|
|
**Step 3: Commit all together (if any fixups needed)**
|
|
|
|
```bash
|
|
git add -A
|
|
git commit -m "feat: complete Clients view and NavRail reorganization"
|
|
```
|