Multi-layer duplicate prevention system:
- Enhanced frontend duplicate detection with tracking number, amount, and date comparison
- Added MongoDB compound index to prevent database-level duplicates
- Improved backend error handling for duplicate key violations
- Added cleanup endpoint to remove existing duplicates
- Enhanced user feedback for import operations
Frontend changes:
- Stricter duplicate detection comparing tracking number, vendor, amount, and date
- Better error handling and user feedback for duplicate scenarios
- Added 'Clean Duplicates' button to remove existing duplicates
Backend changes:
- Database compound index on reference, vendor, userId, amount, date
- Enhanced error responses with duplicate detection flags
- New POST /expenses/cleanup-duplicates endpoint
- Improved duplicate key error handling
This should eliminate the double Australia Post expense entries.
- Updated ProfitAnalysisService to accept and integrate expense data
- Modified calculateProfitMetrics to include expenses in profit calculations
- Added totalExpenses field to ProfitMetrics interface
- Updated ProfitAnalysis component to pass filtered expenses to calculations
- Enhanced UI to show breakdown of expenses vs printing costs
- Fixed inconsistency between Analytics and ProfitAnalysis profit calculations
- Now shipping expenses and Etsy fees are properly deducted from profits
- Excluded transaction fees to avoid double-counting
✅ FIXES MAJOR WORKFLOW ISSUE:
- Data Import CSV processing now automatically creates expenses
- Etsy fees → 'Transaction Fees' category expenses
- Australia Post shipping → 'Shipping & Postage' expenses
- Prevents duplicate expense creation with reference checking
- Added user notices in both Data Import and Expenses tabs
🔄 INTEGRATION FEATURES:
- Automatic expense creation from CSV order costs
- Duplicate prevention by order number/tracking number
- Proper categorization and tax-deductible flagging
- Clear user notifications and workflow guidance
📊 USER EXPERIENCE:
- Expenses tab now shows integration notice
- Data Import shows automatic expense creation info
- Seamless workflow between sales data and expense tracking
- Add duplicate prevention with isProcessing state
- Implement loading spinner and disabled states
- Enhance modal closure logic in DataImport.tsx
- Add proper state reset on modal close
- Prevent multiple button clicks during processing
- Improve user feedback with console logging
Enhanced product matching algorithm to properly handle:
- Large vs Small size variants for shelf decor products
- Improved size extraction from product titles
- Higher confidence thresholds for shelf decor products to prevent wrong matches
- Better handling of 3D-Printed product variations
- Enhanced logging for debugging matching issues
This fixes the issue where packing slips would create duplicate products
instead of matching to existing Large/Small variants of the same product.
Features Added:
- Enhanced CSV import service with smart parsing for product data
- Two CSV templates: simple and complete with example data
- Advanced product import UI with template downloads
- Comprehensive CSV import documentation and guide
- Support for all product fields including costs, dimensions, materials
- Error handling and validation for bulk imports
- Integration with profit analysis system for accurate cost tracking
UI Improvements:
- Template download buttons (Simple Template, Full Template)
- Enhanced import workflow with progress feedback
- Better error messaging and validation
- Updated Products page with CSV functionality
Documentation:
- Complete CSV_IMPORT_GUIDE.md with examples and best practices
- Updated DEPLOYMENT_STATUS.md reflecting production readiness
- Enhanced README.md with current feature status
- CHANGELOG.md with comprehensive development history
Production Ready:
- All functionality tested and integrated with existing profit analysis
- Bulk import capability for efficient product catalog setup
- Supports accurate cost tracking for comprehensive profit margins
The default :root styles (dark background, white text, centered #root)
were overriding Tailwind and making all pages appear blank/dark.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove localStorage from all 4 Redux slices (products, orders, expenses, customers)
- Layout fetches all data from API on mount; adds logout button with active nav highlighting
- Wire API calls in Products, Orders, Expenses pages for all CRUD operations
- DataImport uses POST /orders/bulk for CSV upserts and API for PDF slip orders
- MissingProductsModal creates products via API
- Relax Order model: optional customerId, embedded customer, fees, printingCost on items, default paymentStatus=paid
- Relax Expense model: free-string category, add taxDeductible/vendor/reference fields
- Add printingCost to Product model
- Add POST /orders/bulk endpoint for upsert-by-orderNumber
- Raise rate limit to 1000 req/15min for bulk imports
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Frontend:
- Login and Register pages wired up to API
- PrivateRoute redirects unauthenticated users to /login
- Token persisted in localStorage, restored on page load
- Axios instance automatically attaches Bearer token, redirects on 401
Backend:
- userId field added to all models (Product, Order, Customer, Expense)
- All queries scoped to authenticated user's userId
- Register/login return JWT token
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Features:
- React + TypeScript frontend with Tailwind CSS
- Node.js + Express backend with TypeScript
- Comprehensive order tracking and management
- Product catalog with inventory tracking
- Customer data management
- Expense tracking and categorization
- Advanced Profit Analysis Dashboard with:
- Real-time profit metrics and KPI visualization
- Detailed order-level profit breakdown
- Product performance analysis
- Enhanced time range filtering (monthly, quarterly, yearly)
- Interactive expandable order analysis
- Performance categorization and color coding
- CSV import functionality for Etsy statements
- PDF parsing capabilities
- Redux state management with persistence
- Responsive design with mobile support
- Australian date formatting and currency display
