feat(payments): add analytics integration and improve UI consistency

## Payment Analytics Integration
- Add 5 new API endpoints for payment metrics:
  - /api/analytics/payments-over-time - trend visualization
  - /api/analytics/payments-by-status - status distribution
  - /api/analytics/payments-by-method - method breakdown
  - /api/analytics/payment-summary - statistics with period comparison
  - /api/analytics/revenue-vs-payments - collection rate tracking
- Integrate payment data into analytics dashboard with 4 new charts
- Add payment metrics to reports page (total, count, fees, net received)
- Update summary endpoint to include payment statistics

## UI/UX Improvements
- Standardize form styling across all payment templates
  - Replace inconsistent Tailwind classes with form-input utility
  - Update card backgrounds to use card-light/card-dark
  - Fix label spacing to match application patterns
  - Ensure consistent border colors and backgrounds
- Replace browser confirm() with system-wide modal for payment deletion
  - Consistent danger variant with warning icon
  - Keyboard support (Enter/Escape)
  - Dark mode compatible
  - Clear messaging about impact on invoice status

## Technical Changes
- Import Payment and Invoice models in analytics and reports routes
- Add proper admin/user scoping for payment queries
- Maintain responsive design across all new components

Closes payment tracking phase 2 (analytics & polish)
This commit is contained in:
Dries Peeters
2025-10-27 13:38:07 +01:00
parent f4d705da08
commit 8d4ec0e25f
18 changed files with 3702 additions and 9 deletions
+5 -1
View File
@@ -100,7 +100,7 @@
<nav class="flex-1">
{% set ep = request.endpoint or '' %}
{% set work_open = ep.startswith('projects.') or ep.startswith('clients.') or ep.startswith('tasks.') or ep.startswith('timer.') or ep.startswith('kanban.') or ep.startswith('time_entry_templates.') %}
{% set finance_open = ep.startswith('reports.') or ep.startswith('invoices.') or ep.startswith('expenses.') %}
{% set finance_open = ep.startswith('reports.') or ep.startswith('invoices.') or ep.startswith('payments.') or ep.startswith('expenses.') %}
{% set analytics_open = ep.startswith('analytics.') %}
{% set admin_open = ep.startswith('admin.') or ep.startswith('permissions.') %}
<div class="flex items-center justify-between mb-4">
@@ -170,6 +170,7 @@
<ul id="financeDropdown" class="{% if not finance_open %}hidden {% endif %}mt-2 space-y-2 ml-6">
{% set nav_active_reports = ep.startswith('reports.') %}
{% set nav_active_invoices = ep.startswith('invoices.') %}
{% set nav_active_payments = ep.startswith('payments.') %}
{% set nav_active_expenses = ep.startswith('expenses.') %}
<li>
<a class="block px-2 py-1 rounded {% if nav_active_reports %}text-primary font-semibold bg-background-light dark:bg-background-dark{% else %}text-text-light dark:text-text-dark hover:bg-background-light dark:hover:bg-background-dark{% endif %}" href="{{ url_for('reports.reports') }}">{{ _('Reports') }}</a>
@@ -177,6 +178,9 @@
<li>
<a class="block px-2 py-1 rounded {% if nav_active_invoices %}text-primary font-semibold bg-background-light dark:bg-background-dark{% else %}text-text-light dark:text-text-dark hover:bg-background-light dark:hover:bg-background-dark{% endif %}" href="{{ url_for('invoices.list_invoices') }}">{{ _('Invoices') }}</a>
</li>
<li>
<a class="block px-2 py-1 rounded {% if nav_active_payments %}text-primary font-semibold bg-background-light dark:bg-background-dark{% else %}text-text-light dark:text-text-dark hover:bg-background-light dark:hover:bg-background-dark{% endif %}" href="{{ url_for('payments.list_payments') }}">{{ _('Payments') }}</a>
</li>
<li>
<a class="block px-2 py-1 rounded {% if nav_active_expenses %}text-primary font-semibold bg-background-light dark:bg-background-dark{% else %}text-text-light dark:text-text-dark hover:bg-background-light dark:hover:bg-background-dark{% endif %}" href="{{ url_for('expenses.list_expenses') }}">{{ _('Expenses') }}</a>
</li>