updates

apps/dashboard/shared/components/document-totals-summary.tsx

@@ -0,0 +1,110 @@
+"use client"
+
+import { Separator } from "@/shared/components/ui/separator"
+import { formatCurrency } from "@/shared/utils/formatters"
+import { cn } from "@/shared/lib/utils"
+import type { DocumentTotals } from "@/shared/hooks/use-document-totals"
+
+export type DocumentTotalsSummaryProps = {
+    totals: DocumentTotals
+    discountType?: string | null
+    taxLabel?: string | null
+    /** Override labels for line groups, keyed by group name */
+    groupLabels?: Record<string, number>
+}
+
+function SummaryRow({
+    label,
+    value,
+    muted = false,
+    className,
+}: {
+    label: string
+    value: string
+    muted?: boolean
+    className?: string
+}) {
+    return (
+        <div className={cn("flex items-center justify-between text-sm", className)}>
+            <span className={muted ? "text-muted-foreground" : ""}>{label}</span>
+            <span className={muted ? "text-muted-foreground" : ""}>{value}</span>
+        </div>
+    )
+}
+
+export function DocumentTotalsSummary({
+    totals,
+    discountType,
+    taxLabel,
+    groupLabels,
+}: DocumentTotalsSummaryProps) {
+    const {
+        subTotal,
+        lineItemDiscount,
+        transactionDiscount,
+        totalDiscount,
+        taxAmount,
+        total,
+        hasLineItems,
+    } = totals
+
+    if (!hasLineItems) return null
+
+    return (
+        <div className="space-y-2">
+            {/* Group breakdowns */}
+            {groupLabels &&
+                Object.entries(groupLabels).map(([label, amount]) => (
+                    <SummaryRow
+                        key={label}
+                        label={label}
+                        value={formatCurrency(amount)}
+                        muted
+                    />
+                ))}
+
+            {groupLabels && Object.keys(groupLabels).length > 0 && <Separator />}
+
+            {/* Subtotal */}
+            <SummaryRow label="Subtotal" value={formatCurrency(subTotal)} />
+
+            {/* Line-item discount */}
+            {discountType === "line_item_level" && lineItemDiscount > 0 && (
+                <SummaryRow
+                    label="Line Discounts"
+                    value={`– ${formatCurrency(lineItemDiscount)}`}
+                    muted
+                />
+            )}
+
+            {/* Transaction-level discount */}
+            {discountType === "transaction_level" && transactionDiscount > 0 && (
+                <SummaryRow
+                    label="Discount"
+                    value={`– ${formatCurrency(transactionDiscount)}`}
+                    muted
+                />
+            )}
+
+            {/* Tax */}
+            {taxAmount > 0 && (
+                <SummaryRow
+                    label={taxLabel ?? "Tax"}
+                    value={`+ ${formatCurrency(taxAmount)}`}
+                    muted
+                />
+            )}
+
+            <Separator />
+
+            {/* Total */}
+            <div className={cn(
+                "flex items-center justify-between rounded-md px-3 py-2 text-sm font-semibold",
+                "bg-primary/10 text-primary",
+            )}>
+                <span>Total</span>
+                <span>{formatCurrency(total)}</span>
+            </div>
+        </div>
+    )
+}

apps/dashboard/shared/components/resource-selector/rhf-resource-field.tsx

@@ -109,15 +109,14 @@ export function RhfResourceField<
                         {triggerLabel ?? label}
                     </Button>
                 </CardHeader>
-                <CardContent>
-                    {(items as any[]).length > 0
-                        ? renderItems(items, helpers)
-                        : (
-                            <p className="text-sm text-muted-foreground text-center py-4">
-                                No items added yet.
-                            </p>
-                        )}
-                </CardContent>
+                {
+                    items.length > 0 &&
+                    <CardContent>
+                        {(items as any[]).length > 0
+                            && renderItems(items, helpers)
+                        }
+                    </CardContent>
+                }
             </Card>
             {error && <FieldError>{error.message}</FieldError>}
             <ResourceSelectorDialog<TClient>

apps/dashboard/shared/data-view/table-view/actions-column.tsx

@@ -44,7 +44,11 @@ function ActionsCell<TData extends { id: string | number }>({
             </DropdownMenuTrigger>
             <DropdownMenuContent align="end">
                 {options.onEdit && (
-                    <DropdownMenuItem onClick={() => options.onEdit!(row.original)}>
+                    <DropdownMenuItem onClick={(e) => {
+                        e.stopPropagation()
+                        options.onEdit!(row.original)
+
+                    }}>
                         <Pencil className="size-3.5 text-muted-foreground" />
                         Edit
                     </DropdownMenuItem>
@@ -52,7 +56,10 @@ function ActionsCell<TData extends { id: string | number }>({
                 {options.onDelete && (
                     <DropdownMenuItem
                         variant="destructive"
-                        onClick={() => options.onDelete!(row.original)}
+                        onClick={(e) => {
+                            e.stopPropagation()
+                            options.onDelete!(row.original)
+                        }}
                     >
                         <Trash2 className="size-3.5" />
                         Delete

apps/dashboard/shared/hooks/use-document-totals.ts

@@ -0,0 +1,84 @@
+/**
+ * useDocumentTotals
+ *
+ * Pure calculation hook for invoice-style documents (invoices, bills, estimates,
+ * credit notes, vendor credits, etc.).
+ *
+ * Inputs
+ * ────────────────────────────────────────────────────────────────────────────
+ * lineItems      – flat array of all items (parts + services + expenses)
+ * discountType   – 'no' | 'line_item_level' | 'transaction_level'
+ * discountAmount – used when discountType === 'transaction_level'
+ * taxRate        – percentage (e.g. 15 for 15 %). Undefined → no tax.
+ *
+ * Calculation order
+ * ────────────────────────────────────────────────────────────────────────────
+ * 1. subTotal          = Σ (qty × rate)
+ * 2. lineItemDiscount  = Σ discount_amount  (only when discountType === 'line_item_level')
+ * 3. transactionDiscount = discountAmount   (only when discountType === 'transaction_level')
+ * 4. totalDiscount     = lineItemDiscount + transactionDiscount
+ * 5. afterDiscount     = subTotal - totalDiscount
+ * 6. taxAmount         = afterDiscount × (taxRate / 100)
+ * 7. total             = afterDiscount + taxAmount
+ */
+
+export type DocumentLineItem = {
+    quantity: number
+    rate: number
+    discount_amount?: number
+}
+
+export type UseDocumentTotalsInput = {
+    lineItems: DocumentLineItem[]
+    discountType?: string | null
+    discountAmount?: number
+    taxRate?: number
+}
+
+export type DocumentTotals = {
+    subTotal: number
+    lineItemDiscount: number
+    transactionDiscount: number
+    totalDiscount: number
+    afterDiscount: number
+    taxAmount: number
+    total: number
+    hasLineItems: boolean
+}
+
+export function useDocumentTotals({
+    lineItems,
+    discountType,
+    discountAmount,
+    taxRate,
+}: UseDocumentTotalsInput): DocumentTotals {
+    const subTotal = lineItems.reduce((sum, item) => {
+        const qty = Number(item.quantity) || 0
+        const rate = Number(item.rate) || 0
+        return sum + qty * rate
+    }, 0)
+
+    const lineItemDiscount =
+        discountType === "line_item_level"
+            ? lineItems.reduce((sum, item) => sum + (Number(item.discount_amount) || 0), 0)
+            : 0
+
+    const transactionDiscount =
+        discountType === "transaction_level" ? Number(discountAmount) || 0 : 0
+
+    const totalDiscount = lineItemDiscount + transactionDiscount
+    const afterDiscount = Math.max(0, subTotal - totalDiscount)
+    const taxAmount = taxRate ? afterDiscount * (taxRate / 100) : 0
+    const total = afterDiscount + taxAmount
+
+    return {
+        subTotal,
+        lineItemDiscount,
+        transactionDiscount,
+        totalDiscount,
+        afterDiscount,
+        taxAmount,
+        total,
+        hasLineItems: lineItems.length > 0,
+    }
+}

apps/dashboard/shared/lib/utils.ts

@@ -24,3 +24,8 @@ export function toId(relation: RelationFieldValue | undefined): number | undefin
   return relation ? Number(relation.value) : undefined
 }
 
+
+export function getTodayDate() {
+    const today = new Date().toISOString().split("T")[0]
+    return today
+}