feat: bugfixes, spedup, bulk actions,

Author: vas3k

.gitignore

@@ -49,3 +49,5 @@ next-env.d.ts
 *.db
 *.sqlite
 *.sqlite3
+*.sqlite-journal
+*.db-journal

README.md

@@ -31,11 +31,11 @@ A built-in system of powerful filters allows you to then export transactions wit
 
 > \[!NOTE]
 >
-> TaxHacker is a single-user app. SaaS version will probably appear in the future if anyone is interested. Stay tuned for updates.
+> TaxHacker is a single-user app. SaaS or Electron version will probably be developed in the future if anyone is interested.
 
 > \[!IMPORTANT]
 >
-> This project is still at a very early stage. **Star Us** to receive new release notifications from GitHub ⭐️
+> This project is still at a very early stage. Use it at your own risk! **Star Us** to receive notifications about new bugfixes and features from GitHub ⭐️
 
 ## ✨ Features
 
@@ -45,10 +45,11 @@ A built-in system of powerful filters allows you to then export transactions wit
 
 Take a photo on upload or a PDF and TaxHacker will automatically recognise, categorise and store transaction information.
 
-- Extracts key information like date, amount, and vendor
-- Categorizes transactions based on content
-- Stores everything in a structured format for easy filtering and retrieval
-- Organizes documents for tax season
+- Upload multiple documents and store in “unsorted” until you get the time to sort them out with AI
+- Use LLM to extract key information like date, amount, and vendor
+- Categorize transactions based on content
+- Store everything in a structured format for easy filtering and retrieval
+- Organize your documents by a tax season
 
 TaxHacker recognizes a wide variety of documents including store receipts, restaurant bills, invoices, bank checks, letters, even handwritten receipts.
 
@@ -58,8 +59,8 @@ TaxHacker recognizes a wide variety of documents including store receipts, resta
 
 TaxHacker automatically converts foreign currencies and even knows the historical exchange rates on the invoice date.
 
-- Automatic detection of different currencies
-- Real-time currency conversion to your base currency
+- Automatically detect currency in your documents
+- Convert it to your base currency
 - Historical exchange rate lookup for past transactions
 - Support for over 170 world currencies and 14 popular cryptocurrencies (BTC, ETC, LTC, DOT, etc)!
 
@@ -110,7 +111,7 @@ TaxHacker can be self-hosted on your own infrastructure for complete control ove
 
 Deploy your own instance of TaxHacker with Vercel in just a few clicks:
 
-1. Prepare your OpenAI API Key for the AI features
+1. Prepare your [OpenAI API Key](https://platform.openai.com/settings/organization/api-keys) for the AI features
 2. Click the deploy button below
 3. Configure your environment variables in the Vercel dashboard
 4. (Optional) Connect your custom domain
@@ -124,11 +125,10 @@ Deploy your own instance of TaxHacker with Vercel in just a few clicks:
 For server deployment, we provide a [Docker image](./Dockerfile) and [Docker Compose](./docker-compose.yml) files that makes setting up TaxHacker simple:
 
 ```bash
-# Clone the repository
-git clone https://github.com/vas3k/TaxHacker.git
-cd TaxHacker
+# Download docker-compose.yml file
+curl -O https://raw.githubusercontent.com/vas3k/TaxHacker/main/docker-compose.yml
 
-# Or use docker-compose (recommended)
+# Run it
 docker compose up
 ```
 

app/page.tsx

@@ -5,9 +5,9 @@ import { WelcomeWidget } from "@/components/dashboard/welcome-widget"
 import { Separator } from "@/components/ui/separator"
 import { getUnsortedFiles } from "@/data/files"
 import { getSettings } from "@/data/settings"
-import { StatsFilters } from "@/data/stats"
+import { TransactionFilters } from "@/data/transactions"
 
-export default async function Home({ searchParams }: { searchParams: Promise<StatsFilters> }) {
+export default async function Home({ searchParams }: { searchParams: Promise<TransactionFilters> }) {
   const filters = await searchParams
   const unsortedFiles = await getUnsortedFiles()
   const settings = await getSettings()

app/settings/categories/page.tsx

@@ -1,6 +1,7 @@
 import { addCategoryAction, deleteCategoryAction, editCategoryAction } from "@/app/settings/actions"
 import { CrudTable } from "@/components/settings/crud"
 import { getCategories } from "@/data/categories"
+import { randomHexColor } from "@/lib/utils"
 
 export default async function CategoriesSettingsPage() {
   const categories = await getCategories()
@@ -18,7 +19,7 @@ export default async function CategoriesSettingsPage() {
         columns={[
           { key: "name", label: "Name", editable: true },
           { key: "llm_prompt", label: "LLM Prompt", editable: true },
-          { key: "color", label: "Color", editable: true },
+          { key: "color", label: "Color", defaultValue: randomHexColor(), editable: true },
         ]}
         onDelete={async (code) => {
           "use server"

app/settings/currencies/page.tsx

@@ -16,7 +16,7 @@ export default async function CurrenciesSettingsPage() {
       <CrudTable
         items={currenciesWithActions}
         columns={[
-          { key: "code", label: "Code" },
+          { key: "code", label: "Code", editable: true },
           { key: "name", label: "Name", editable: true },
         ]}
         onDelete={async (code) => {

app/settings/projects/page.tsx

@@ -1,6 +1,7 @@
 import { addProjectAction, deleteProjectAction, editProjectAction } from "@/app/settings/actions"
 import { CrudTable } from "@/components/settings/crud"
 import { getProjects } from "@/data/projects"
+import { randomHexColor } from "@/lib/utils"
 
 export default async function ProjectsSettingsPage() {
   const projects = await getProjects()
@@ -18,7 +19,7 @@ export default async function ProjectsSettingsPage() {
         columns={[
           { key: "name", label: "Name", editable: true },
           { key: "llm_prompt", label: "LLM Prompt", editable: true },
-          { key: "color", label: "Color", editable: true },
+          { key: "color", label: "Color", defaultValue: randomHexColor(), editable: true },
         ]}
         onDelete={async (code) => {
           "use server"

app/transactions/[transactionId]/page.tsx

@@ -26,9 +26,9 @@ export default async function TransactionPage({ params }: { params: Promise<{ tr
   const projects = await getProjects()
 
   return (
-    <>
-      <Card className="flex flex-col md:flex-row flex-wrap justify-center items-start gap-10 p-5 bg-accent max-w-6xl">
-        <div className="flex-1">
+    <div className="flex flex-wrap flex-row items-start justify-center gap-4 max-w-6xl">
+      <Card className="w-full flex-1 flex flex-col flex-wrap justify-center items-start gap-10 p-5 bg-accent">
+        <div className="w-full">
           <TransactionEditForm
             transaction={transaction}
             categories={categories}
@@ -37,26 +37,29 @@ export default async function TransactionPage({ params }: { params: Promise<{ tr
             fields={fields}
             projects={projects}
           />
-        </div>
 
-        <div className="max-w-[320px] space-y-4">
-          <TransactionFiles transaction={transaction} files={files} />
+          {transaction.text && (
+            <details className="mt-10">
+              <summary className="cursor-pointer text-sm font-medium">Recognized Text</summary>
+              <Card className="flex items-stretch p-2 max-w-6xl">
+                <div className="flex-1">
+                  <FormTextarea
+                    title=""
+                    name="text"
+                    defaultValue={transaction.text || ""}
+                    hideIfEmpty={true}
+                    className="w-full h-[400px]"
+                  />
+                </div>
+              </Card>
+            </details>
+          )}
         </div>
       </Card>
 
-      {transaction.text && (
-        <Card className="flex items-stretch p-5 mt-10 max-w-6xl">
-          <div className="flex-1">
-            <FormTextarea
-              title="Recognized Text"
-              name="text"
-              defaultValue={transaction.text || ""}
-              hideIfEmpty={true}
-              className="w-full h-[400px]"
-            />
-          </div>
-        </Card>
-      )}
-    </>
+      <div className="w-1/3 max-w-[380px] space-y-4">
+        <TransactionFiles transaction={transaction} files={files} />
+      </div>
+    </div>
   )
 }

app/transactions/actions.ts

@@ -2,6 +2,7 @@
 
 import { createFile, deleteFile } from "@/data/files"
 import {
+  bulkDeleteTransactions,
   createTransaction,
   deleteTransaction,
   getTransactionById,
@@ -90,13 +91,13 @@ export async function deleteTransactionFileAction(
   return { success: true }
 }
 
-export async function uploadTransactionFileAction(formData: FormData): Promise<{ success: boolean; error?: string }> {
+export async function uploadTransactionFilesAction(formData: FormData): Promise<{ success: boolean; error?: string }> {
   try {
     const transactionId = formData.get("transactionId") as string
-    const file = formData.get("file") as File
+    const files = formData.getAll("files") as File[]
 
-    if (!file || !transactionId) {
-      return { success: false, error: "No file or transaction ID provided" }
+    if (!files || !transactionId) {
+      return { success: false, error: "No files or transaction ID provided" }
     }
 
     const transaction = await getTransactionById(transactionId)
@@ -109,29 +110,36 @@ export async function uploadTransactionFileAction(formData: FormData): Promise<{
       await mkdir(FILE_UPLOAD_PATH, { recursive: true })
     }
 
-    // Save file to filesystem
-    const { fileUuid, filePath } = await getTransactionFileUploadPath(file.name, transaction)
-    const arrayBuffer = await file.arrayBuffer()
-    const buffer = Buffer.from(arrayBuffer)
-    await writeFile(filePath, buffer)
-
-    // Create file record in database
-    const fileRecord = await createFile({
-      id: fileUuid,
-      filename: file.name,
-      path: filePath,
-      mimetype: file.type,
-      isReviewed: true,
-      metadata: {
-        size: file.size,
-        lastModified: file.lastModified,
-      },
-    })
+    const fileRecords = await Promise.all(
+      files.map(async (file) => {
+        const { fileUuid, filePath } = await getTransactionFileUploadPath(file.name, transaction)
+        const arrayBuffer = await file.arrayBuffer()
+        const buffer = Buffer.from(arrayBuffer)
+        await writeFile(filePath, buffer)
+
+        // Create file record in database
+        const fileRecord = await createFile({
+          id: fileUuid,
+          filename: file.name,
+          path: filePath,
+          mimetype: file.type,
+          isReviewed: true,
+          metadata: {
+            size: file.size,
+            lastModified: file.lastModified,
+          },
+        })
+
+        return fileRecord
+      })
+    )
 
     // Update invoice with the new file ID
     await updateTransactionFiles(
       transactionId,
-      transaction.files ? [...(transaction.files as string[]), fileRecord.id] : [fileRecord.id]
+      transaction.files
+        ? [...(transaction.files as string[]), ...fileRecords.map((file) => file.id)]
+        : fileRecords.map((file) => file.id)
     )
 
     revalidatePath(`/transactions/${transactionId}`)
@@ -141,3 +149,14 @@ export async function uploadTransactionFileAction(formData: FormData): Promise<{
     return { success: false, error: `File upload failed: ${error}` }
   }
 }
+
+export async function bulkDeleteTransactionsAction(transactionIds: string[]) {
+  try {
+    await bulkDeleteTransactions(transactionIds)
+    revalidatePath("/transactions")
+    return { success: true }
+  } catch (error) {
+    console.error("Failed to delete transactions:", error)
+    return { success: false, error: "Failed to delete transactions" }
+  }
+}

app/transactions/page.tsx

@@ -28,7 +28,7 @@ export default async function TransactionsPage({ searchParams }: { searchParams:
       <header className="flex flex-wrap items-center justify-between gap-2 mb-8">
         <h2 className="text-3xl font-bold tracking-tight">Transactions</h2>
         <div className="flex gap-2">
-          <ExportTransactionsDialog filters={filters} fields={fields} categories={categories} projects={projects}>
+          <ExportTransactionsDialog fields={fields} categories={categories} projects={projects}>
             <Button variant="outline">
               <Download />
               <span className="hidden md:block">Export</span>

app/unsorted/page.tsx

@@ -1,9 +1,9 @@
-import AnalyzeForm from "@/components/unsorted/analyze-form"
 import { FilePreview } from "@/components/files/preview"
 import { UploadButton } from "@/components/files/upload-button"
 import { Alert, AlertDescription, AlertTitle } from "@/components/ui/alert"
 import { Button } from "@/components/ui/button"
 import { Card } from "@/components/ui/card"
+import AnalyzeForm from "@/components/unsorted/analyze-form"
 import { getCategories } from "@/data/categories"
 import { getCurrencies } from "@/data/currencies"
 import { getFields } from "@/data/fields"