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feat: add structured invoice metadata header - #93

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nehayadav827 wants to merge 1 commit into
seetadev:mainfrom
nehayadav827:feature/invoice-metadata-header
Open

feat: add structured invoice metadata header#93
nehayadav827 wants to merge 1 commit into
seetadev:mainfrom
nehayadav827:feature/invoice-metadata-header

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Summary

Adds a structured invoice metadata header workflow to the SocialCalc spreadsheet interface.

This PR introduces a frontend-only invoice details form that allows users to generate a structured invoice header directly inside the spreadsheet before entering line items.

What Changed

Added

  • Invoice metadata form above the SocialCalc grid for:

    • Invoice No
    • Date
    • Institution Name
    • Bill To
    • GSTIN

Implemented

  • Structured invoice header generation directly into the active SocialCalc sheet

  • Automatic insertion of starter invoice table headers:

    • Item
    • Description
    • Quantity
    • Rate
    • Amount

UX Improvements

  • Added confirmation prompt before replacing an existing invoice header
  • Added default invoice date initialization
  • Preserved existing spreadsheet save/export workflow using native SocialCalc workbook commands

Why

The current application behaves like a generic spreadsheet with no structured invoice-generation flow.

This PR improves the invoice creation experience by enabling invoice generation from structured user inputs, which directly aligns with the project acceptance criteria:

"Agentic Invoice Co-Pilot successfully generates invoices from user inputs (forms/prompts/files)"

It also provides a stronger foundation for future AI-assisted invoice workflows.

Technical Details

  • Uses existing SocialCalc workbook command APIs
  • No Firebase/backend/storage changes
  • No new dependencies added
  • Fully frontend-only implementation

Validation

Verified locally by:

  • running git diff --check
  • running npm run lint
  • testing invoice metadata insertion into the spreadsheet grid
  • verifying replacement confirmation behavior

npm run lint passed with one pre-existing warning in app/page.jsx.

Screenshots

Invoice Metadata Form

Shows the newly added structured invoice input form above the spreadsheet grid before invoice generation.

Screenshot 2026-05-25 130652

Generated Invoice Header in Spreadsheet

Shows successful insertion of invoice metadata and automatic line-item table headers directly into the SocialCalc sheet after clicking “Add Header”.

Screenshot 2026-05-25 132321

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