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Merge branch 'feature/project-finance' of https://github.com/Worklenz/worklenz into feature/project-finance

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2025-06-06 06:35:07 +00:00
parent 9e66a1ce8c 791cbe22df
commit 3129d7a48d
19 changed files with 965 additions and 499 deletions
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30
worklenz-backend/src/controllers/project-finance-controller.ts
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@@ -50,6 +50,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
): Promise<IWorkLenzResponse> {
const projectId = req.params.project_id;
const groupBy = req.query.group_by || "status";
const billableFilter = req.query.billable_filter || "billable";
// Get project information including currency
const projectQuery = `
@@ -82,6 +83,14 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
const rateCardResult = await db.query(rateCardQuery, [projectId]);
const projectRateCards = rateCardResult.rows;
// Build billable filter condition
let billableCondition = "";
if (billableFilter === "billable") {
billableCondition = "AND t.billable = true";
} else if (billableFilter === "non-billable") {
billableCondition = "AND t.billable = false";
}
// Get tasks with their financial data - support hierarchical loading
const q = `
WITH RECURSIVE task_tree AS (
@@ -106,6 +115,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
WHERE t.project_id = $1
AND t.archived = false
AND t.parent_task_id IS NULL -- Only load parent tasks initially
${billableCondition}
UNION ALL
@@ -579,6 +589,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
): Promise<IWorkLenzResponse> {
const projectId = req.params.project_id;
const parentTaskId = req.params.parent_task_id;
const billableFilter = req.query.billable_filter || "billable";
if (!parentTaskId) {
return res
@@ -586,6 +597,14 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
.send(new ServerResponse(false, null, "Parent task ID is required"));
}
// Build billable filter condition for subtasks
let billableCondition = "";
if (billableFilter === "billable") {
billableCondition = "AND t.billable = true";
} else if (billableFilter === "non-billable") {
billableCondition = "AND t.billable = false";
}
// Get subtasks with their financial data
const q = `
WITH task_costs AS (
@@ -607,6 +626,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
WHERE t.project_id = $1
AND t.archived = false
AND t.parent_task_id = $2
${billableCondition}
),
task_estimated_costs AS (
SELECT
@@ -721,6 +741,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
): Promise<void> {
const projectId = req.params.project_id;
const groupBy = (req.query.groupBy as string) || "status";
const billableFilter = req.query.billable_filter || "billable";
// Get project name and currency for filename and export
const projectQuery = `SELECT name, currency FROM projects WHERE id = $1`;
@@ -746,6 +767,14 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
const rateCardResult = await db.query(rateCardQuery, [projectId]);
const projectRateCards = rateCardResult.rows;
// Build billable filter condition for export
let billableCondition = "";
if (billableFilter === "billable") {
billableCondition = "AND t.billable = true";
} else if (billableFilter === "non-billable") {
billableCondition = "AND t.billable = false";
}
// Get tasks with their financial data - support hierarchical loading
const q = `
WITH RECURSIVE task_tree AS (
@@ -770,6 +799,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
WHERE t.project_id = $1
AND t.archived = false
AND t.parent_task_id IS NULL -- Only load parent tasks initially
${billableCondition}
UNION ALL

6
worklenz-frontend/public/locales/en/project-view-finance.json
View File

@@ -8,12 +8,16 @@
"exportButton": "Export",
"currencyText": "Currency",
"importButton": "Import",
"filterText": "Filter",
"billableOnlyText": "Billable Only",
"nonBillableOnlyText": "Non-Billable Only",
"allTasksText": "All Tasks",
"taskColumn": "Task",
"membersColumn": "Members",
"hoursColumn": "Estimated Hours",
"totalTimeLoggedColumn": "Total Time Logged",
"costColumn": "Cost",
"costColumn": "Actual Cost",
"estimatedCostColumn": "Estimated Cost",
"fixedCostColumn": "Fixed Cost",
"totalBudgetedCostColumn": "Total Budgeted Cost",

46
worklenz-frontend/public/locales/en/settings/ratecard-settings.json
View File

@@ -2,27 +2,49 @@
"nameColumn": "Name",
"createdColumn": "Created",
"noProjectsAvailable": "No projects available",
"deleteConfirmationTitle": "Are you sure?",
"deleteConfirmationOk": "Yes",
"deleteConfirmationTitle": "Are you sure you want to delete this rate card?",
"deleteConfirmationOk": "Yes, delete",
"deleteConfirmationCancel": "Cancel",
"searchPlaceholder": "Search by name",
"searchPlaceholder": "Search rate cards by name",
"createRatecard": "Create Rate Card",
"editTooltip": "Edit rate card",
"deleteTooltip": "Delete rate card",
"fetchError": "Failed to fetch rate cards",
"createError": "Failed to create rate card",
"deleteSuccess": "Rate card deleted successfully",
"deleteError": "Failed to delete rate card",
"jobTitleColumn": "Job title",
"ratePerHourColumn": "Rate per hour",
"saveButton": "Save",
"addRoleButton": "+ Add Role",
"createRatecardSuccessMessage": "Create Rate Card success!",
"createRatecardErrorMessage": "Create Rate Card failed!",
"updateRatecardSuccessMessage": "Update Rate Card success!",
"updateRatecardErrorMessage": "Update Rate Card failed!",
"addRoleButton": "Add Role",
"createRatecardSuccessMessage": "Rate card created successfully",
"createRatecardErrorMessage": "Failed to create rate card",
"updateRatecardSuccessMessage": "Rate card updated successfully",
"updateRatecardErrorMessage": "Failed to update rate card",
"currency": "Currency",
"actionsColumn": "Actions",
"addAllButton": "Add All",
"removeAllButton": "Remove All",
"selectJobTitle": "Select job title",
"unsavedChangesTitle": "Unsaved changes",
"ratecardNameRequired": "Rate card name is required"
"unsavedChangesTitle": "You have unsaved changes",
"unsavedChangesMessage": "Do you want to save your changes before leaving?",
"unsavedChangesSave": "Save",
"unsavedChangesDiscard": "Discard",
"ratecardNameRequired": "Rate card name is required",
"ratecardNamePlaceholder": "Enter rate card name",
"noRatecardsFound": "No rate cards found",
"loadingRateCards": "Loading rate cards...",
"noJobTitlesAvailable": "No job titles available",
"noRolesAdded": "No roles added yet",
"createFirstJobTitle": "Create First Job Title",
"jobRolesTitle": "Job Roles",
"noJobTitlesMessage": "Please create job titles first in the Job Titles settings before adding roles to rate cards.",
"createNewJobTitle": "Create New Job Title",
"jobTitleNamePlaceholder": "Enter job title name",
"jobTitleNameRequired": "Job title name is required",
"jobTitleCreatedSuccess": "Job title created successfully",
"jobTitleCreateError": "Failed to create job title",
"createButton": "Create",
"cancelButton": "Cancel"
}

21
worklenz-frontend/public/locales/es/project-view-finance.json
View File

@@ -8,27 +8,38 @@
"exportButton": "Exportar",
"currencyText": "Moneda",
"importButton": "Importar",
"filterText": "Filtro",
"billableOnlyText": "Solo Facturable",
"nonBillableOnlyText": "Solo No Facturable",
"allTasksText": "Todas las Tareas",
"taskColumn": "Tarea",
"membersColumn": "Miembros",
"hoursColumn": "Horas Estimadas",
"totalTimeLoggedColumn": "Tiempo Total Registrado",
"costColumn": "Costo",
"costColumn": "Costo Real",
"estimatedCostColumn": "Costo Estimado",
"fixedCostColumn": "Costo Fijo",
"totalBudgetedCostColumn": "Costo Total Presupuestado",
"totalActualCostColumn": "Costo Total Real",
"varianceColumn": "Diferencia",
"totalActualCostColumn": "Costo Real Total",
"varianceColumn": "Varianza",
"totalText": "Total",
"noTasksFound": "No se encontraron tareas",
"addRoleButton": "+ Agregar Rol",
"ratecardImportantNotice": "* Esta tarifa se genera en función de los títulos de trabajo y tarifas estándar de la empresa. Sin embargo, tienes la flexibilidad de modificarla según el proyecto. Estos cambios no afectarán los títulos de trabajo y tarifas estándar de la organización.",
"ratecardImportantNotice": "* Esta tarifa se genera en base a los títulos de trabajo y tarifas estándar de la empresa. Sin embargo, tienes la flexibilidad de modificarla según el proyecto. Estos cambios no afectarán los títulos de trabajo y tarifas estándar de la organización.",
"saveButton": "Guardar",
"jobTitleColumn": "Título del Trabajo",
"ratePerHourColumn": "Tarifa por hora",
"ratecardPluralText": "Tarifas",
"labourHoursColumn": "Horas de Trabajo"
"labourHoursColumn": "Horas de Trabajo",
"actions": "Acciones",
"selectJobTitle": "Seleccionar Título del Trabajo",
"ratecardsPluralText": "Plantillas de Tarifas",
"deleteConfirm": "¿Estás seguro?",
"yes": "Sí",
"no": "No",
"alreadyImportedRateCardMessage": "Ya se ha importado una tarifa. Borra todas las tarifas importadas para agregar una nueva."
}

52
worklenz-frontend/public/locales/es/settings/ratecard-settings.json
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@@ -2,19 +2,49 @@
"nameColumn": "Nombre",
"createdColumn": "Creado",
"noProjectsAvailable": "No hay proyectos disponibles",
"deleteConfirmationTitle": "¿Estás seguro?",
"deleteConfirmationOk": "Sí",
"deleteConfirmationTitle": "¿Está seguro de que desea eliminar esta tarjeta de tarifas?",
"deleteConfirmationOk": "Sí, eliminar",
"deleteConfirmationCancel": "Cancelar",
"searchPlaceholder": "Buscar por nombre",
"createRatecard": "Crear Tarifa",
"searchPlaceholder": "Buscar tarjetas de tarifas por nombre",
"createRatecard": "Crear Tarjeta de Tarifas",
"editTooltip": "Editar tarjeta de tarifas",
"deleteTooltip": "Eliminar tarjeta de tarifas",
"fetchError": "Error al cargar las tarjetas de tarifas",
"createError": "Error al crear la tarjeta de tarifas",
"deleteSuccess": "Tarjeta de tarifas eliminada con éxito",
"deleteError": "Error al eliminar la tarjeta de tarifas",
"jobTitleColumn": "Puesto de trabajo",
"jobTitleColumn": "Título del trabajo",
"ratePerHourColumn": "Tarifa por hora",
"saveButton": "Guardar",
"addRoleButton": "+ Agregar Rol",
"createRatecardSuccessMessage": "¡Tarifa creada con éxito!",
"createRatecardErrorMessage": "¡Error al crear la tarifa!",
"updateRatecardSuccessMessage": "¡Tarifa actualizada con éxito!",
"updateRatecardErrorMessage": "¡Error al actualizar la tarifa!",
"currency": "Moneda"
"addRoleButton": "Añadir Rol",
"createRatecardSuccessMessage": "Tarjeta de tarifas creada con éxito",
"createRatecardErrorMessage": "Error al crear la tarjeta de tarifas",
"updateRatecardSuccessMessage": "Tarjeta de tarifas actualizada con éxito",
"updateRatecardErrorMessage": "Error al actualizar la tarjeta de tarifas",
"currency": "Moneda",
"actionsColumn": "Acciones",
"addAllButton": "Añadir Todo",
"removeAllButton": "Eliminar Todo",
"selectJobTitle": "Seleccionar título del trabajo",
"unsavedChangesTitle": "Tiene cambios sin guardar",
"unsavedChangesMessage": "¿Desea guardar los cambios antes de salir?",
"unsavedChangesSave": "Guardar",
"unsavedChangesDiscard": "Descartar",
"ratecardNameRequired": "El nombre de la tarjeta de tarifas es obligatorio",
"ratecardNamePlaceholder": "Ingrese el nombre de la tarjeta de tarifas",
"noRatecardsFound": "No se encontraron tarjetas de tarifas",
"loadingRateCards": "Cargando tarjetas de tarifas...",
"noJobTitlesAvailable": "No hay títulos de trabajo disponibles",
"noRolesAdded": "Aún no se han añadido roles",
"createFirstJobTitle": "Crear Primer Título de Trabajo",
"jobRolesTitle": "Roles de Trabajo",
"noJobTitlesMessage": "Por favor, cree títulos de trabajo primero en la configuración de Títulos de Trabajo antes de añadir roles a las tarjetas de tarifas.",
"createNewJobTitle": "Crear Nuevo Título de Trabajo",
"jobTitleNamePlaceholder": "Ingrese el nombre del título de trabajo",
"jobTitleNameRequired": "El nombre del título de trabajo es obligatorio",
"jobTitleCreatedSuccess": "Título de trabajo creado con éxito",
"jobTitleCreateError": "Error al crear el título de trabajo",
"createButton": "Crear",
"cancelButton": "Cancelar"
}

29
worklenz-frontend/public/locales/pt/project-view-finance.json
View File

@@ -1,6 +1,6 @@
{
"financeText": "Finanças",
"ratecardSingularText": "Tabela de Taxas",
"ratecardSingularText": "Cartão de Taxa",
"groupByText": "Agrupar por",
"statusText": "Status",
"phaseText": "Fase",
@@ -8,27 +8,38 @@
"exportButton": "Exportar",
"currencyText": "Moeda",
"importButton": "Importar",
"filterText": "Filtro",
"billableOnlyText": "Apenas Faturável",
"nonBillableOnlyText": "Apenas Não Faturável",
"allTasksText": "Todas as Tarefas",
"taskColumn": "Tarefa",
"membersColumn": "Membros",
"hoursColumn": "Horas Estimadas",
"totalTimeLoggedColumn": "Tempo Total Registrado",
"costColumn": "Custo",
"costColumn": "Custo Real",
"estimatedCostColumn": "Custo Estimado",
"fixedCostColumn": "Custo Fixo",
"totalBudgetedCostColumn": "Custo Total Orçado",
"totalActualCostColumn": "Custo Total Real",
"varianceColumn": "Variação",
"totalActualCostColumn": "Custo Real Total",
"varianceColumn": "Variância",
"totalText": "Total",
"noTasksFound": "Nenhuma tarefa encontrada",
"addRoleButton": "+ Adicionar Função",
"ratecardImportantNotice": "* Esta tabela de taxas é gerada com base nos cargos e taxas padrão da empresa. No entanto, você tem a flexibilidade de modificá-la de acordo com o projeto. Essas alterações não impactarão os cargos e taxas padrão da organização.",
"ratecardImportantNotice": "* Este cartão de taxa é gerado com base nos títulos de trabalho e taxas padrão da empresa. No entanto, você tem a flexibilidade de modificá-lo de acordo com o projeto. Essas alterações não afetarão os títulos de trabalho e taxas padrão da organização.",
"saveButton": "Salvar",
"jobTitleColumn": "Título do Cargo",
"ratePerHourColumn": "Taxa por Hora",
"ratecardPluralText": "Tabelas de Taxas",
"labourHoursColumn": "Horas de Trabalho"
"jobTitleColumn": "Título do Trabalho",
"ratePerHourColumn": "Taxa por hora",
"ratecardPluralText": "Cartões de Taxa",
"labourHoursColumn": "Horas de Trabalho",
"actions": "Ações",
"selectJobTitle": "Selecionar Título do Trabalho",
"ratecardsPluralText": "Modelos de Cartão de Taxa",
"deleteConfirm": "Tem certeza?",
"yes": "Sim",
"no": "Não",
"alreadyImportedRateCardMessage": "Um cartão de taxa já foi importado. Limpe todos os cartões de taxa importados para adicionar um novo."
}

48
worklenz-frontend/public/locales/pt/settings/ratecard-settings.json
View File

@@ -2,19 +2,49 @@
"nameColumn": "Nome",
"createdColumn": "Criado",
"noProjectsAvailable": "Nenhum projeto disponível",
"deleteConfirmationTitle": "Tem certeza?",
"deleteConfirmationOk": "Sim",
"deleteConfirmationTitle": "Tem certeza que deseja excluir esta tabela de preços?",
"deleteConfirmationOk": "Sim, excluir",
"deleteConfirmationCancel": "Cancelar",
"searchPlaceholder": "Pesquisar por nome",
"searchPlaceholder": "Pesquisar tabelas de preços por nome",
"createRatecard": "Criar Tabela de Preços",
"editTooltip": "Editar tabela de preços",
"deleteTooltip": "Excluir tabela de preços",
"fetchError": "Falha ao carregar tabelas de preços",
"createError": "Falha ao criar tabela de preços",
"deleteSuccess": "Tabela de preços excluída com sucesso",
"deleteError": "Falha ao excluir tabela de preços",
"jobTitleColumn": "Cargo",
"ratePerHourColumn": "Taxa por hora",
"saveButton": "Salvar",
"addRoleButton": "+ Adicionar Função",
"createRatecardSuccessMessage": "Tabela de Preços criada com sucesso!",
"createRatecardErrorMessage": "Falha ao criar Tabela de Preços!",
"updateRatecardSuccessMessage": "Tabela de Preços atualizada com sucesso!",
"updateRatecardErrorMessage": "Falha ao atualizar Tabela de Preços!",
"currency": "Moeda"
"addRoleButton": "Adicionar Cargo",
"createRatecardSuccessMessage": "Tabela de preços criada com sucesso",
"createRatecardErrorMessage": "Falha ao criar tabela de preços",
"updateRatecardSuccessMessage": "Tabela de preços atualizada com sucesso",
"updateRatecardErrorMessage": "Falha ao atualizar tabela de preços",
"currency": "Moeda",
"actionsColumn": "Ações",
"addAllButton": "Adicionar Todos",
"removeAllButton": "Remover Todos",
"selectJobTitle": "Selecionar cargo",
"unsavedChangesTitle": "Você tem alterações não salvas",
"unsavedChangesMessage": "Deseja salvar suas alterações antes de sair?",
"unsavedChangesSave": "Salvar",
"unsavedChangesDiscard": "Descartar",
"ratecardNameRequired": "O nome da tabela de preços é obrigatório",
"ratecardNamePlaceholder": "Digite o nome da tabela de preços",
"noRatecardsFound": "Nenhuma tabela de preços encontrada",
"loadingRateCards": "Carregando tabelas de preços...",
"noJobTitlesAvailable": "Nenhum cargo disponível",
"noRolesAdded": "Nenhum cargo adicionado ainda",
"createFirstJobTitle": "Criar Primeiro Cargo",
"jobRolesTitle": "Cargos",
"noJobTitlesMessage": "Por favor, crie cargos primeiro nas configurações de Cargos antes de adicionar funções às tabelas de preços.",
"createNewJobTitle": "Criar Novo Cargo",
"jobTitleNamePlaceholder": "Digite o nome do cargo",
"jobTitleNameRequired": "O nome do cargo é obrigatório",
"jobTitleCreatedSuccess": "Cargo criado com sucesso",
"jobTitleCreateError": "Falha ao criar cargo",
"createButton": "Criar",
"cancelButton": "Cancelar"
}

29
worklenz-frontend/src/api/project-finance-ratecard/project-finance.api.service.ts
View File

@@ -5,27 +5,38 @@ import { IProjectFinanceResponse, ITaskBreakdownResponse, IProjectFinanceTask }
const rootUrl = `${API_BASE_URL}/project-finance`;
type BillableFilterType = 'all' | 'billable' | 'non-billable';
export const projectFinanceApiService = {
getProjectTasks: async (
projectId: string,
groupBy: 'status' | 'priority' | 'phases' = 'status'
groupBy: 'status' | 'priority' | 'phases' = 'status',
billableFilter: BillableFilterType = 'billable'
): Promise<IServerResponse<IProjectFinanceResponse>> => {
const response = await apiClient.get<IServerResponse<IProjectFinanceResponse>>(
`${rootUrl}/project/${projectId}/tasks`,
{
params: { group_by: groupBy }
params: {
group_by: groupBy,
billable_filter: billableFilter
}
}
);
console.log(response.data);
return response.data;
},
getSubTasks: async (
projectId: string,
parentTaskId: string
parentTaskId: string,
billableFilter: BillableFilterType = 'billable'
): Promise<IServerResponse<IProjectFinanceTask[]>> => {
const response = await apiClient.get<IServerResponse<IProjectFinanceTask[]>>(
`${rootUrl}/project/${projectId}/tasks/${parentTaskId}/subtasks`
`${rootUrl}/project/${projectId}/tasks/${parentTaskId}/subtasks`,
{
params: {
billable_filter: billableFilter
}
}
);
return response.data;
},
@@ -63,12 +74,16 @@ export const projectFinanceApiService = {
exportFinanceData: async (
projectId: string,
groupBy: 'status' | 'priority' | 'phases' = 'status'
groupBy: 'status' | 'priority' | 'phases' = 'status',
billableFilter: BillableFilterType = 'billable'
): Promise<Blob> => {
const response = await apiClient.get(
`${rootUrl}/project/${projectId}/export`,
{
params: { groupBy },
params: {
groupBy,
billable_filter: billableFilter
},
responseType: 'blob'
}
);

6
worklenz-frontend/src/components/task-drawer/shared/time-log/time-log-form.tsx
View File

@@ -5,6 +5,7 @@ import dayjs from 'dayjs';
import { useTranslation } from 'react-i18next';
import { useAppSelector } from '@/hooks/useAppSelector';
import { useAppDispatch } from '@/hooks/useAppDispatch';
import { themeWiseColor } from '@/utils/themeWiseColor';
import { useAuthService } from '@/hooks/useAuth';
import { useSocket } from '@/socket/socketContext';
@@ -12,6 +13,7 @@ import { SocketEvents } from '@/shared/socket-events';
import { ITaskAssigneesUpdateResponse } from '@/types/tasks/task-assignee-update-response';
import { ITaskLogViewModel } from '@/types/tasks/task-log-view.types';
import { taskTimeLogsApiService } from '@/api/tasks/task-time-logs.api.service';
import { setRefreshTimestamp } from '@/features/project/project.slice';
interface TimeLogFormProps {
onCancel: () => void;
@@ -29,6 +31,7 @@ const TimeLogForm = ({
const { t } = useTranslation('task-drawer/task-drawer');
const currentSession = useAuthService().getCurrentSession();
const { socket, connected } = useSocket();
const dispatch = useAppDispatch();
const [form] = Form.useForm();
const [formValues, setFormValues] = React.useState<{
date: any;
@@ -170,6 +173,9 @@ const TimeLogForm = ({
await taskTimeLogsApiService.create(requestBody);
}
// Trigger refresh of finance data
dispatch(setRefreshTimestamp());
// Call onSubmitSuccess if provided, otherwise just cancel
if (onSubmitSuccess) {
onSubmitSuccess();

4
worklenz-frontend/src/components/task-drawer/shared/time-log/time-log-item.tsx
View File

@@ -13,6 +13,7 @@ import { useAppDispatch } from '@/hooks/useAppDispatch';
import { setTimeLogEditing } from '@/features/task-drawer/task-drawer.slice';
import TimeLogForm from './time-log-form';
import { useAuthService } from '@/hooks/useAuth';
import { setRefreshTimestamp } from '@/features/project/project.slice';
type TimeLogItemProps = {
log: ITaskLogViewModel;
@@ -41,6 +42,9 @@ const TimeLogItem = ({ log, onDelete }: TimeLogItemProps) => {
if (!logId || !selectedTaskId) return;
const res = await taskTimeLogsApiService.delete(logId, selectedTaskId);
if (res.done) {
// Trigger refresh of finance data
dispatch(setRefreshTimestamp());
if (onDelete) onDelete();
}
};

157
worklenz-frontend/src/features/finance/ratecard-drawer/ratecard-drawer.tsx
View File

@@ -7,8 +7,11 @@ import { deleteRateCard, fetchRateCardById, fetchRateCards, toggleRatecardDrawer
import { RatecardType, IJobType } from '@/types/project/ratecard.types';
import { IJobTitlesViewModel } from '@/types/job.types';
import { jobTitlesApiService } from '@/api/settings/job-titles/job-titles.api.service';
import { DeleteOutlined, ExclamationCircleFilled } from '@ant-design/icons';
import { DeleteOutlined, ExclamationCircleFilled, PlusOutlined } from '@ant-design/icons';
import { colors } from '@/styles/colors';
import CreateJobTitlesDrawer from '@/features/settings/job/CreateJobTitlesDrawer';
import { toggleCreateJobTitleDrawer } from '@/features/settings/job/jobSlice';
import { CURRENCY_OPTIONS, DEFAULT_CURRENCY } from '@/shared/constants/currencies';
interface PaginationType {
current: number;
@@ -33,7 +36,7 @@ const RatecardDrawer = ({
const [roles, setRoles] = useState<IJobType[]>([]);
const [initialRoles, setInitialRoles] = useState<IJobType[]>([]);
const [initialName, setInitialName] = useState<string>('Untitled Rate Card');
const [initialCurrency, setInitialCurrency] = useState<string>('USD');
const [initialCurrency, setInitialCurrency] = useState<string>(DEFAULT_CURRENCY);
const [addingRowIndex, setAddingRowIndex] = useState<number | null>(null);
const { t } = useTranslation('settings/ratecard-settings');
const drawerLoading = useAppSelector(state => state.financeReducer.isFinanceDrawerloading);
@@ -46,7 +49,7 @@ const RatecardDrawer = ({
const [isAddingRole, setIsAddingRole] = useState(false);
const [selectedJobTitleId, setSelectedJobTitleId] = useState<string | undefined>(undefined);
const [searchQuery, setSearchQuery] = useState('');
const [currency, setCurrency] = useState('USD');
const [currency, setCurrency] = useState(DEFAULT_CURRENCY);
const [name, setName] = useState<string>('Untitled Rate Card');
const [jobTitles, setJobTitles] = useState<IJobTitlesViewModel>({});
const [pagination, setPagination] = useState<PaginationType>({
@@ -61,6 +64,8 @@ const RatecardDrawer = ({
const [editingRowIndex, setEditingRowIndex] = useState<number | null>(null);
const [showUnsavedAlert, setShowUnsavedAlert] = useState(false);
const [messageApi, contextHolder] = message.useMessage();
const [isCreatingJobTitle, setIsCreatingJobTitle] = useState(false);
const [newJobTitleName, setNewJobTitleName] = useState('');
// Detect changes
const hasChanges = useMemo(() => {
const rolesChanged = JSON.stringify(roles) !== JSON.stringify(initialRoles);
@@ -105,8 +110,8 @@ const RatecardDrawer = ({
setInitialRoles(drawerRatecard.jobRolesList || []);
setName(drawerRatecard.name || '');
setInitialName(drawerRatecard.name || '');
setCurrency(drawerRatecard.currency || 'USD');
setInitialCurrency(drawerRatecard.currency || 'USD');
setCurrency(drawerRatecard.currency || DEFAULT_CURRENCY);
setInitialCurrency(drawerRatecard.currency || DEFAULT_CURRENCY);
}
}, [drawerRatecard, type]);
@@ -129,15 +134,67 @@ const RatecardDrawer = ({
};
const handleAddRole = () => {
const existingIds = new Set(roles.map(r => r.job_title_id));
const availableJobTitles = jobTitles.data?.filter(jt => !existingIds.has(jt.id!));
if (availableJobTitles && availableJobTitles.length > 0) {
setRoles([...roles, { job_title_id: '', rate: 0 }]);
if (Object.keys(jobTitles).length === 0) {
// Allow inline job title creation
setIsCreatingJobTitle(true);
} else {
// Add a new empty role to the table
const newRole = {
jobtitle: '',
rate_card_id: ratecardId,
job_title_id: '',
rate: 0,
};
setRoles([...roles, newRole]);
setAddingRowIndex(roles.length);
setIsAddingRole(true);
}
};
const handleCreateJobTitle = async () => {
if (!newJobTitleName.trim()) {
messageApi.warning(t('jobTitleNameRequired') || 'Job title name is required');
return;
}
try {
// Create the job title using the API
const response = await jobTitlesApiService.createJobTitle({
name: newJobTitleName.trim()
});
if (response.done) {
// Refresh job titles
await getJobTitles();
// Create a new role with the newly created job title
const newRole = {
jobtitle: newJobTitleName.trim(),
rate_card_id: ratecardId,
job_title_id: response.body.id,
rate: 0,
};
setRoles([...roles, newRole]);
// Reset creation state
setIsCreatingJobTitle(false);
setNewJobTitleName('');
messageApi.success(t('jobTitleCreatedSuccess') || 'Job title created successfully');
} else {
messageApi.error(t('jobTitleCreateError') || 'Failed to create job title');
}
} catch (error) {
console.error('Failed to create job title:', error);
messageApi.error(t('jobTitleCreateError') || 'Failed to create job title');
}
};
const handleCancelJobTitleCreation = () => {
setIsCreatingJobTitle(false);
setNewJobTitleName('');
};
const handleDeleteRole = (index: number) => {
const updatedRoles = [...roles];
updatedRoles.splice(index, 1);
@@ -195,10 +252,10 @@ const RatecardDrawer = ({
} finally {
setRoles([]);
setName('Untitled Rate Card');
setCurrency('USD');
setCurrency(DEFAULT_CURRENCY);
setInitialRoles([]);
setInitialName('Untitled Rate Card');
setInitialCurrency('USD');
setInitialCurrency(DEFAULT_CURRENCY);
}
}
};
@@ -335,10 +392,10 @@ const RatecardDrawer = ({
dispatch(toggleRatecardDrawer());
setRoles([]);
setName('Untitled Rate Card');
setCurrency('USD');
setCurrency(DEFAULT_CURRENCY);
setInitialRoles([]);
setInitialName('Untitled Rate Card');
setInitialCurrency('USD');
setInitialCurrency(DEFAULT_CURRENCY);
setShowUnsavedAlert(false);
};
@@ -353,7 +410,7 @@ const RatecardDrawer = ({
<Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
<Input
value={name}
placeholder="Enter rate card name"
placeholder={t('ratecardNamePlaceholder')}
style={{
fontWeight: 500,
fontSize: 16,
@@ -371,15 +428,11 @@ const RatecardDrawer = ({
<Typography.Text>{t('currency')}</Typography.Text>
<Select
value={currency}
options={[
{ value: 'USD', label: 'USD' },
{ value: 'LKR', label: 'LKR' },
{ value: 'INR', label: 'INR' },
]}
options={CURRENCY_OPTIONS}
onChange={(value) => setCurrency(value)}
/>
<Button onClick={handleAddAllRoles} type="default">
{t('addAllButton') || 'Add All'}
{t('addAllButton')}
</Button>
</Flex>
</Flex>
@@ -414,25 +467,63 @@ const RatecardDrawer = ({
style={{ marginBottom: 16 }}
/>
)}
<Table
dataSource={roles}
columns={columns}
rowKey={(record) => record.job_title_id}
pagination={false}
footer={() => (
<Button
type="dashed"
<Flex vertical gap={16}>
<Flex justify="space-between" align="center">
<Typography.Title level={5} style={{ margin: 0 }}>
{t('jobRolesTitle') || 'Job Roles'}
</Typography.Title>
<Button
type="primary"
icon={<PlusOutlined />}
onClick={handleAddRole}
block
style={{ margin: 0, padding: 0 }}
>
{t('addRoleButton')}
</Button>
)}
/>
</Flex>
<Table
dataSource={roles}
columns={columns}
rowKey="job_title_id"
pagination={false}
locale={{
emptyText: isCreatingJobTitle ? (
<Flex vertical align="center" gap={16} style={{ padding: '24px 0' }}>
<Typography.Text strong>
{t('createNewJobTitle') || 'Create New Job Title'}
</Typography.Text>
<Flex gap={8} align="center">
<Input
placeholder={t('jobTitleNamePlaceholder') || 'Enter job title name'}
value={newJobTitleName}
onChange={(e) => setNewJobTitleName(e.target.value)}
onPressEnter={handleCreateJobTitle}
autoFocus
style={{ width: 200 }}
/>
<Button type="primary" onClick={handleCreateJobTitle}>
{t('createButton') || 'Create'}
</Button>
<Button onClick={handleCancelJobTitleCreation}>
{t('cancelButton') || 'Cancel'}
</Button>
</Flex>
</Flex>
) : (
<Flex vertical align="center" gap={16} style={{ padding: '24px 0' }}>
<Typography.Text type="secondary">
{Object.keys(jobTitles).length === 0
? t('noJobTitlesAvailable')
: t('noRolesAdded')}
</Typography.Text>
</Flex>
),
}}
/>
</Flex>
</Drawer>
<CreateJobTitlesDrawer />
</>
);
};

19
worklenz-frontend/src/features/projects/finance/project-finance.slice.ts
View File

@@ -5,10 +5,12 @@ import { parseTimeToSeconds } from '@/utils/timeUtils';
type FinanceTabType = 'finance' | 'ratecard';
type GroupTypes = 'status' | 'priority' | 'phases';
type BillableFilterType = 'all' | 'billable' | 'non-billable';
interface ProjectFinanceState {
activeTab: FinanceTabType;
activeGroup: GroupTypes;
billableFilter: BillableFilterType;
loading: boolean;
taskGroups: IProjectFinanceGroup[];
projectRateCards: IProjectRateCard[];
@@ -65,6 +67,7 @@ const calculateGroupTotals = (tasks: IProjectFinanceTask[]) => {
const initialState: ProjectFinanceState = {
activeTab: 'finance',
activeGroup: 'status',
billableFilter: 'billable',
loading: false,
taskGroups: [],
projectRateCards: [],
@@ -73,24 +76,24 @@ const initialState: ProjectFinanceState = {
export const fetchProjectFinances = createAsyncThunk(
'projectFinances/fetchProjectFinances',
async ({ projectId, groupBy }: { projectId: string; groupBy: GroupTypes }) => {
const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy);
async ({ projectId, groupBy, billableFilter }: { projectId: string; groupBy: GroupTypes; billableFilter?: BillableFilterType }) => {
const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy, billableFilter);
return response.body;
}
);
export const fetchProjectFinancesSilent = createAsyncThunk(
'projectFinances/fetchProjectFinancesSilent',
async ({ projectId, groupBy }: { projectId: string; groupBy: GroupTypes }) => {
const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy);
async ({ projectId, groupBy, billableFilter }: { projectId: string; groupBy: GroupTypes; billableFilter?: BillableFilterType }) => {
const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy, billableFilter);
return response.body;
}
);
export const fetchSubTasks = createAsyncThunk(
'projectFinances/fetchSubTasks',
async ({ projectId, parentTaskId }: { projectId: string; parentTaskId: string }) => {
const response = await projectFinanceApiService.getSubTasks(projectId, parentTaskId);
async ({ projectId, parentTaskId, billableFilter }: { projectId: string; parentTaskId: string; billableFilter?: BillableFilterType }) => {
const response = await projectFinanceApiService.getSubTasks(projectId, parentTaskId, billableFilter);
return { parentTaskId, subTasks: response.body };
}
);
@@ -113,6 +116,9 @@ export const projectFinancesSlice = createSlice({
setActiveGroup: (state, action: PayloadAction<GroupTypes>) => {
state.activeGroup = action.payload;
},
setBillableFilter: (state, action: PayloadAction<BillableFilterType>) => {
state.billableFilter = action.payload;
},
updateTaskFixedCost: (state, action: PayloadAction<{ taskId: string; groupId: string; fixedCost: number }>) => {
const { taskId, groupId, fixedCost } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
@@ -224,6 +230,7 @@ export const projectFinancesSlice = createSlice({
export const {
setActiveTab,
setActiveGroup,
setBillableFilter,
updateTaskFixedCost,
updateTaskEstimatedCost,
updateTaskTimeLogged,

61
worklenz-frontend/src/lib/project/finance-table-wrapper.tsx
View File

@@ -1,61 +0,0 @@
import React from 'react';
import { Table } from 'antd';
import { useTranslation } from 'react-i18next';
import { financeTableColumns } from './project-view-finance-table-columns';
interface IFinanceTableData {
id: string;
name: string;
estimated_hours: number;
estimated_cost: number;
fixed_cost: number;
total_budgeted_cost: number;
total_actual_cost: number;
variance: number;
total_time_logged: number;
assignees: Array<{
team_member_id: string;
project_member_id: string;
name: string;
avatar_url: string;
}>;
}
interface FinanceTableWrapperProps {
data: IFinanceTableData[];
loading?: boolean;
}
const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ data, loading }) => {
const { t } = useTranslation();
const columns = financeTableColumns.map(col => ({
...col,
title: t(`projectViewFinance.${col.name}`),
dataIndex: col.key,
key: col.key,
width: col.width,
render: col.render || ((value: any) => {
if (col.type === 'hours') {
return value ? value.toFixed(2) : '0.00';
}
if (col.type === 'currency') {
return value ? `$${value.toFixed(2)}` : '$0.00';
}
return value;
})
}));
return (
<Table
dataSource={data}
columns={columns}
loading={loading}
pagination={false}
rowKey="id"
scroll={{ x: 'max-content' }}
/>
);
};
export default FinanceTableWrapper;

43
worklenz-frontend/src/pages/projects/projectView/finance/finance-tab/finance-table-wrapper.tsx
View File

@@ -1,43 +0,0 @@
import React from "react";
import { Card, Col, Row } from "antd";
import { IProjectFinanceGroup } from "../../../../../types/project/project-finance.types";
import FinanceTable from "./finance-table/finance-table";
interface Props {
activeTablesList: IProjectFinanceGroup[];
loading: boolean;
}
export const FinanceTableWrapper: React.FC<Props> = ({ activeTablesList, loading }) => {
const { isDarkMode } = useThemeContext();
const getTableColor = (table: IProjectFinanceGroup) => {
return isDarkMode ? table.color_code_dark : table.color_code;
};
return (
<div className="finance-table-wrapper">
<Row gutter={[16, 16]}>
{activeTablesList.map((table) => (
<Col key={table.group_id} xs={24} sm={24} md={24} lg={24} xl={24}>
<Card
className="finance-table-card"
style={{
borderTop: `3px solid ${getTableColor(table)}`,
}}
>
<div className="finance-table-header">
<h3>{table.group_name}</h3>
</div>
<FinanceTable
table={table}
loading={loading}
/>
</Card>
</Col>
))}
</Row>
</div>
);
};

28
worklenz-frontend/src/pages/projects/projectView/finance/finance-tab/finance-table/finance-table-wrapper.tsx
View File

@@ -1,5 +1,5 @@
import React, { useEffect, useState, useMemo } from 'react';
import { Flex, InputNumber, Tooltip, Typography, Empty } from 'antd';
import { Flex, Typography, Empty } from 'antd';
import { themeWiseColor } from '@/utils/themeWiseColor';
import { useAppSelector } from '@/hooks/useAppSelector';
import { useTranslation } from 'react-i18next';
@@ -8,9 +8,7 @@ import { openFinanceDrawer } from '@/features/finance/finance-slice';
import { financeTableColumns, FinanceTableColumnKeys } from '@/lib/project/project-view-finance-table-columns';
import FinanceTable from './finance-table';
import FinanceDrawer from '@/features/finance/finance-drawer/finance-drawer';
import { convertToHoursMinutes, formatHoursToReadable } from '@/utils/format-hours-to-readable';
import { IProjectFinanceGroup } from '@/types/project/project-finance.types';
import { updateTaskFixedCostAsync } from '@/features/projects/finance/project-finance.slice';
interface FinanceTableWrapperProps {
activeTablesList: IProjectFinanceGroup[];
@@ -35,14 +33,10 @@ const formatSecondsToTimeString = (totalSeconds: number): string => {
const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ activeTablesList, loading }) => {
const [isScrolling, setIsScrolling] = useState(false);
const [editingFixedCost, setEditingFixedCost] = useState<{ taskId: string; groupId: string } | null>(null);
const { t } = useTranslation('project-view-finance');
const dispatch = useAppDispatch();
// Get selected task from Redux store
const selectedTask = useAppSelector(state => state.financeReducer.selectedTask);
const onTaskClick = (task: any) => {
dispatch(openFinanceDrawer(task));
};
@@ -61,19 +55,7 @@ const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ activeTablesL
};
}, []);
// Handle click outside to close editing
useEffect(() => {
const handleClickOutside = (event: MouseEvent) => {
if (editingFixedCost && !(event.target as Element)?.closest('.fixed-cost-input')) {
setEditingFixedCost(null);
}
};
document.addEventListener('mousedown', handleClickOutside);
return () => {
document.removeEventListener('mousedown', handleClickOutside);
};
}, [editingFixedCost]);
const themeMode = useAppSelector(state => state.themeReducer.mode);
const currency = useAppSelector(state => state.projectFinances.project?.currency || "").toUpperCase();
@@ -97,7 +79,7 @@ const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ activeTablesL
) => {
table.tasks.forEach((task) => {
acc.hours += (task.estimated_seconds) || 0;
acc.cost += task.estimated_cost || 0;
acc.cost += ((task.total_actual || 0) - (task.fixed_cost || 0));
acc.fixedCost += task.fixed_cost || 0;
acc.totalBudget += task.total_budget || 0;
acc.totalActual += task.total_actual || 0;
@@ -120,10 +102,7 @@ const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ activeTablesL
);
}, [taskGroups]);
const handleFixedCostChange = (value: number | null, taskId: string, groupId: string) => {
dispatch(updateTaskFixedCostAsync({ taskId, groupId, fixedCost: value || 0 }));
setEditingFixedCost(null);
};
const renderFinancialTableHeaderContent = (columnKey: FinanceTableColumnKeys) => {
switch (columnKey) {
@@ -242,7 +221,6 @@ const FinanceTableWrapper: React.FC<FinanceTableWrapperProps> = ({ activeTablesL
<FinanceTable
key={table.group_id}
table={table}
isScrolling={isScrolling}
onTaskClick={onTaskClick}
loading={loading}
/>

253
worklenz-frontend/src/pages/projects/projectView/finance/finance-tab/finance-table/finance-table.tsx
View File

@@ -1,4 +1,4 @@
import { Checkbox, Flex, Input, InputNumber, Skeleton, Tooltip, Typography } from 'antd';
import { Flex, InputNumber, Skeleton, Tooltip, Typography } from 'antd';
import { useEffect, useMemo, useState, useRef } from 'react';
import { useAppSelector } from '@/hooks/useAppSelector';
import {
@@ -13,7 +13,6 @@ import Avatars from '@/components/avatars/avatars';
import { IProjectFinanceGroup, IProjectFinanceTask } from '@/types/project/project-finance.types';
import {
updateTaskFixedCostAsync,
updateTaskFixedCost,
fetchProjectFinancesSilent,
toggleTaskExpansion,
fetchSubTasks
@@ -21,7 +20,7 @@ import {
import { useAppDispatch } from '@/hooks/useAppDispatch';
import { setSelectedTaskId, setShowTaskDrawer, fetchTask } from '@/features/task-drawer/task-drawer.slice';
import { useParams } from 'react-router-dom';
import { parseTimeToSeconds } from '@/utils/timeUtils';
import { useAuthService } from '@/hooks/useAuth';
import { canEditFixedCost } from '@/utils/finance-permissions';
import './finance-table.css';
@@ -29,17 +28,16 @@ import './finance-table.css';
type FinanceTableProps = {
table: IProjectFinanceGroup;
loading: boolean;
isScrolling: boolean;
onTaskClick: (task: any) => void;
};
const FinanceTable = ({
table,
loading,
isScrolling,
onTaskClick,
}: FinanceTableProps) => {
const [isCollapse, setIsCollapse] = useState<boolean>(false);
const [isScrolling, setIsScrolling] = useState<boolean>(false);
const [selectedTask, setSelectedTask] = useState<IProjectFinanceTask | null>(null);
const [editingFixedCostValue, setEditingFixedCostValue] = useState<number | null>(null);
const [tasks, setTasks] = useState<IProjectFinanceTask[]>(table.tasks);
@@ -357,44 +355,6 @@ const FinanceTable = ({
return parts.join(' ');
};
// Calculate totals for the current table
const totals = useMemo(() => {
return tasks.reduce(
(acc, task) => ({
hours: acc.hours + (task.estimated_seconds || 0),
total_time_logged: acc.total_time_logged + (task.total_time_logged_seconds || 0),
estimated_cost: acc.estimated_cost + (task.estimated_cost || 0),
actual_cost_from_logs: acc.actual_cost_from_logs + ((task.total_actual || 0) - (task.fixed_cost || 0)),
fixed_cost: acc.fixed_cost + (task.fixed_cost || 0),
total_budget: acc.total_budget + (task.total_budget || 0),
total_actual: acc.total_actual + (task.total_actual || 0),
variance: acc.variance + (task.variance || 0)
}),
{
hours: 0,
total_time_logged: 0,
estimated_cost: 0,
actual_cost_from_logs: 0,
fixed_cost: 0,
total_budget: 0,
total_actual: 0,
variance: 0
}
);
}, [tasks]);
// Format the totals for display
const formattedTotals = useMemo(() => ({
hours: formatSecondsToTimeString(totals.hours),
total_time_logged: formatSecondsToTimeString(totals.total_time_logged),
estimated_cost: totals.estimated_cost,
actual_cost_from_logs: totals.actual_cost_from_logs,
fixed_cost: totals.fixed_cost,
total_budget: totals.total_budget,
total_actual: totals.total_actual,
variance: totals.variance
}), [totals]);
// Flatten tasks to include subtasks for rendering
const flattenedTasks = useMemo(() => {
const flattened: IProjectFinanceTask[] = [];
@@ -414,91 +374,142 @@ const FinanceTable = ({
return flattened;
}, [tasks]);
// Calculate totals for the current table (only count parent tasks to avoid double counting)
const totals = useMemo(() => {
return tasks.reduce(
(acc, task) => {
// Calculate actual cost from logs (total_actual - fixed_cost)
const actualCostFromLogs = (task.total_actual || 0) - (task.fixed_cost || 0);
return {
hours: acc.hours + (task.estimated_seconds || 0),
total_time_logged: acc.total_time_logged + (task.total_time_logged_seconds || 0),
estimated_cost: acc.estimated_cost + (task.estimated_cost || 0),
actual_cost_from_logs: acc.actual_cost_from_logs + actualCostFromLogs,
fixed_cost: acc.fixed_cost + (task.fixed_cost || 0),
total_budget: acc.total_budget + (task.total_budget || 0),
total_actual: acc.total_actual + (task.total_actual || 0),
variance: acc.variance + (task.variance || 0)
};
},
{
hours: 0,
total_time_logged: 0,
estimated_cost: 0,
actual_cost_from_logs: 0,
fixed_cost: 0,
total_budget: 0,
total_actual: 0,
variance: 0
}
);
}, [tasks]);
// Format the totals for display
const formattedTotals = useMemo(() => ({
hours: formatSecondsToTimeString(totals.hours),
total_time_logged: formatSecondsToTimeString(totals.total_time_logged),
estimated_cost: totals.estimated_cost,
actual_cost_from_logs: totals.actual_cost_from_logs,
fixed_cost: totals.fixed_cost,
total_budget: totals.total_budget,
total_actual: totals.total_actual,
variance: totals.variance
}), [totals]);
if (loading) {
return (
<tr>
<td colSpan={financeTableColumns.length}>
<Skeleton active />
</td>
</tr>
);
}
return (
<Skeleton active loading={loading}>
<>
{/* header row */}
<>
{/* header row */}
<tr
style={{
height: 40,
backgroundColor: themeWiseColor(
table.color_code,
table.color_code_dark,
themeMode
),
fontWeight: 600,
}}
className={`group ${themeMode === 'dark' ? 'dark' : ''}`}
>
{financeTableColumns.map(
(col, index) => (
<td
key={`header-${col.key}`}
style={{
width: col.width,
paddingInline: 16,
textAlign: col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS ? 'left' : 'right',
backgroundColor: themeWiseColor(
table.color_code,
table.color_code_dark,
themeMode
),
cursor: col.key === FinanceTableColumnKeys.TASK ? 'pointer' : 'default',
textTransform: col.key === FinanceTableColumnKeys.TASK ? 'capitalize' : 'none',
}}
className={customHeaderColumnStyles(col.key)}
onClick={col.key === FinanceTableColumnKeys.TASK ? () => setIsCollapse((prev) => !prev) : undefined}
>
{col.key === FinanceTableColumnKeys.TASK ? (
<Flex gap={8} align="center" style={{ color: colors.darkGray }}>
{isCollapse ? <RightOutlined /> : <DownOutlined />}
{table.group_name} ({tasks.length})
</Flex>
) : col.key === FinanceTableColumnKeys.MEMBERS ? null : renderFinancialTableHeaderContent(col.key)}
</td>
)
)}
</tr>
{/* task rows */}
{!isCollapse && flattenedTasks.map((task, idx) => (
<tr
key={task.id}
style={{
height: 40,
backgroundColor: themeWiseColor(
table.color_code,
table.color_code_dark,
themeMode
),
fontWeight: 600,
background: idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode),
transition: 'background 0.2s',
}}
className={`group ${themeMode === 'dark' ? 'dark' : ''}`}
className={themeMode === 'dark' ? 'dark' : ''}
onMouseEnter={e => e.currentTarget.style.background = themeWiseColor('#f0f0f0', '#333', themeMode)}
onMouseLeave={e => e.currentTarget.style.background = idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)}
>
{financeTableColumns.map(
(col, index) => (
<td
key={`header-${col.key}`}
style={{
width: col.width,
paddingInline: 16,
textAlign: col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS ? 'left' : 'right',
backgroundColor: themeWiseColor(
table.color_code,
table.color_code_dark,
themeMode
),
cursor: col.key === FinanceTableColumnKeys.TASK ? 'pointer' : 'default',
textTransform: col.key === FinanceTableColumnKeys.TASK ? 'capitalize' : 'none',
}}
className={customHeaderColumnStyles(col.key)}
onClick={col.key === FinanceTableColumnKeys.TASK ? () => setIsCollapse((prev) => !prev) : undefined}
>
{col.key === FinanceTableColumnKeys.TASK ? (
<Flex gap={8} align="center" style={{ color: colors.darkGray }}>
{isCollapse ? <RightOutlined /> : <DownOutlined />}
{table.group_name} ({tasks.length})
</Flex>
) : col.key === FinanceTableColumnKeys.MEMBERS ? null : renderFinancialTableHeaderContent(col.key)}
</td>
)
)}
{financeTableColumns.map((col) => (
<td
key={`${task.id}-${col.key}`}
style={{
width: col.width,
paddingInline: 16,
textAlign: col.type === 'string' ? 'left' : 'right',
backgroundColor: (col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS) ?
(idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)) :
'transparent',
cursor: 'default'
}}
className={customColumnStyles(col.key)}
onClick={
col.key === FinanceTableColumnKeys.FIXED_COST
? (e) => e.stopPropagation()
: undefined
}
>
{renderFinancialTableColumnContent(col.key, task)}
</td>
))}
</tr>
{/* task rows */}
{!isCollapse && flattenedTasks.map((task, idx) => (
<tr
key={task.id}
style={{
height: 40,
background: idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode),
transition: 'background 0.2s',
}}
className={themeMode === 'dark' ? 'dark' : ''}
onMouseEnter={e => e.currentTarget.style.background = themeWiseColor('#f0f0f0', '#333', themeMode)}
onMouseLeave={e => e.currentTarget.style.background = idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)}
>
{financeTableColumns.map((col) => (
<td
key={`${task.id}-${col.key}`}
style={{
width: col.width,
paddingInline: 16,
textAlign: col.type === 'string' ? 'left' : 'right',
backgroundColor: (col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS) ?
(idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)) :
'transparent',
cursor: 'default'
}}
className={customColumnStyles(col.key)}
onClick={
col.key === FinanceTableColumnKeys.FIXED_COST
? (e) => e.stopPropagation()
: undefined
}
>
{renderFinancialTableColumnContent(col.key, task)}
</td>
))}
</tr>
))}
</>
</Skeleton>
))}
</>
);
};

241
worklenz-frontend/src/pages/projects/projectView/finance/project-view-finance.tsx
View File

@@ -1,11 +1,11 @@
import { Button, ConfigProvider, Flex, Select, Typography, message, Alert } from 'antd';
import { useEffect, useState } from 'react';
import { Button, ConfigProvider, Flex, Select, Typography, message, Alert, Card, Row, Col, Statistic } from 'antd';
import { useEffect, useState, useMemo, useCallback } from 'react';
import { useParams } from 'react-router-dom';
import { useTranslation } from 'react-i18next';
import { CaretDownFilled, DownOutlined } from '@ant-design/icons';
import { CaretDownFilled, DownOutlined, CalculatorOutlined } from '@ant-design/icons';
import { useAppDispatch } from '@/hooks/useAppDispatch';
import { useAppSelector } from '@/hooks/useAppSelector';
import { fetchProjectFinances, setActiveTab, setActiveGroup, updateProjectFinanceCurrency } from '@/features/projects/finance/project-finance.slice';
import { fetchProjectFinances, setActiveTab, setActiveGroup, updateProjectFinanceCurrency, fetchProjectFinancesSilent, setBillableFilter } from '@/features/projects/finance/project-finance.slice';
import { changeCurrency, toggleImportRatecardsDrawer } from '@/features/finance/finance-slice';
import { updateProjectCurrency } from '@/features/project/project.slice';
import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
@@ -16,6 +16,8 @@ import ImportRatecardsDrawer from '@/features/finance/ratecard-drawer/import-rat
import { useAuthService } from '@/hooks/useAuth';
import { hasFinanceEditPermission } from '@/utils/finance-permissions';
import { CURRENCY_OPTIONS, DEFAULT_CURRENCY } from '@/shared/constants/currencies';
import { useSocket } from '@/socket/socketContext';
import { SocketEvents } from '@/shared/socket-events';
const ProjectViewFinance = () => {
const { projectId } = useParams<{ projectId: string }>();
@@ -23,8 +25,9 @@ const ProjectViewFinance = () => {
const { t } = useTranslation('project-view-finance');
const [exporting, setExporting] = useState(false);
const [updatingCurrency, setUpdatingCurrency] = useState(false);
const { socket } = useSocket();
const { activeTab, activeGroup, loading, taskGroups, project: financeProject } = useAppSelector((state: RootState) => state.projectFinances);
const { activeTab, activeGroup, billableFilter, loading, taskGroups, project: financeProject } = useAppSelector((state: RootState) => state.projectFinances);
const { refreshTimestamp, project } = useAppSelector((state: RootState) => state.projectReducer);
const phaseList = useAppSelector((state) => state.phaseReducer.phaseList);
@@ -39,11 +42,99 @@ const ProjectViewFinance = () => {
// Show loading state for currency selector until finance data is loaded
const currencyLoading = loading || updatingCurrency || !financeProject;
// Calculate project budget statistics
const budgetStatistics = useMemo(() => {
if (!taskGroups || taskGroups.length === 0) {
return {
totalEstimatedCost: 0,
totalFixedCost: 0,
totalBudget: 0,
totalActualCost: 0,
totalVariance: 0,
budgetUtilization: 0
};
}
const totals = taskGroups.reduce((acc, group) => {
group.tasks.forEach(task => {
acc.totalEstimatedCost += task.estimated_cost || 0;
acc.totalFixedCost += task.fixed_cost || 0;
acc.totalBudget += task.total_budget || 0;
acc.totalActualCost += task.total_actual || 0;
acc.totalVariance += task.variance || 0;
});
return acc;
}, {
totalEstimatedCost: 0,
totalFixedCost: 0,
totalBudget: 0,
totalActualCost: 0,
totalVariance: 0
});
const budgetUtilization = totals.totalBudget > 0
? (totals.totalActualCost / totals.totalBudget) * 100
: 0;
return {
...totals,
budgetUtilization
};
}, [taskGroups]);
// Silent refresh function for socket events
const refreshFinanceData = useCallback(() => {
if (projectId) {
dispatch(fetchProjectFinancesSilent({ projectId, groupBy: activeGroup, billableFilter }));
}
}, [projectId, activeGroup, billableFilter, dispatch]);
// Socket event handlers
const handleTaskEstimationChange = useCallback(() => {
refreshFinanceData();
}, [refreshFinanceData]);
const handleTaskTimerStop = useCallback(() => {
refreshFinanceData();
}, [refreshFinanceData]);
const handleTaskProgressUpdate = useCallback(() => {
refreshFinanceData();
}, [refreshFinanceData]);
const handleTaskBillableChange = useCallback(() => {
refreshFinanceData();
}, [refreshFinanceData]);
useEffect(() => {
if (projectId) {
dispatch(fetchProjectFinances({ projectId, groupBy: activeGroup }));
dispatch(fetchProjectFinances({ projectId, groupBy: activeGroup, billableFilter }));
}
}, [projectId, activeGroup, dispatch, refreshTimestamp]);
}, [projectId, activeGroup, billableFilter, dispatch, refreshTimestamp]);
// Socket event listeners for finance data refresh
useEffect(() => {
if (!socket) return;
const eventHandlers = [
{ event: SocketEvents.TASK_TIME_ESTIMATION_CHANGE.toString(), handler: handleTaskEstimationChange },
{ event: SocketEvents.TASK_TIMER_STOP.toString(), handler: handleTaskTimerStop },
{ event: SocketEvents.TASK_PROGRESS_UPDATED.toString(), handler: handleTaskProgressUpdate },
{ event: SocketEvents.TASK_BILLABLE_CHANGE.toString(), handler: handleTaskBillableChange },
];
// Register all event listeners
eventHandlers.forEach(({ event, handler }) => {
socket.on(event, handler);
});
// Cleanup function
return () => {
eventHandlers.forEach(({ event, handler }) => {
socket.off(event, handler);
});
};
}, [socket, handleTaskEstimationChange, handleTaskTimerStop, handleTaskProgressUpdate, handleTaskBillableChange]);
const handleExport = async () => {
if (!projectId) {
@@ -53,7 +144,7 @@ const ProjectViewFinance = () => {
try {
setExporting(true);
const blob = await projectFinanceApiService.exportFinanceData(projectId, activeGroup);
const blob = await projectFinanceApiService.exportFinanceData(projectId, activeGroup, billableFilter);
const projectName = project?.name || 'Unknown_Project';
const sanitizedProjectName = projectName.replace(/[^a-zA-Z0-9\s]/g, '').replace(/\s+/g, '_');
@@ -115,6 +206,12 @@ const ProjectViewFinance = () => {
},
];
const billableFilterOptions = [
{ key: 'billable', value: 'billable', label: t('billableOnlyText') },
{ key: 'non-billable', value: 'non-billable', label: t('nonBillableOnlyText') },
{ key: 'all', value: 'all', label: t('allTasksText') },
];
return (
<Flex vertical gap={16} style={{ overflowX: 'hidden' }}>
{/* Finance Header */}
@@ -137,14 +234,26 @@ const ProjectViewFinance = () => {
</Flex>
{activeTab === 'finance' && (
<Flex align="center" gap={4} style={{ marginInlineStart: 12 }}>
{t('groupByText')}:
<Select
value={activeGroup}
options={groupDropdownMenuItems}
onChange={(value) => dispatch(setActiveGroup(value as 'status' | 'priority' | 'phases'))}
suffixIcon={<CaretDownFilled />}
/>
<Flex align="center" gap={16} style={{ marginInlineStart: 12 }}>
<Flex align="center" gap={4}>
{t('groupByText')}:
<Select
value={activeGroup}
options={groupDropdownMenuItems}
onChange={(value) => dispatch(setActiveGroup(value as 'status' | 'priority' | 'phases'))}
suffixIcon={<CaretDownFilled />}
/>
</Flex>
<Flex align="center" gap={4}>
{t('filterText')}:
<Select
value={billableFilter}
options={billableFilterOptions}
onChange={(value) => dispatch(setBillableFilter(value as 'all' | 'billable' | 'non-billable'))}
suffixIcon={<CaretDownFilled />}
style={{ minWidth: 140 }}
/>
</Flex>
</Flex>
)}
</Flex>
@@ -194,6 +303,106 @@ const ProjectViewFinance = () => {
style={{ marginBottom: 16 }}
/>
)}
{/* Budget Statistics */}
<Card
title={
<Flex align="center" gap={8}>
<CalculatorOutlined />
<Typography.Text strong>Project Budget Overview</Typography.Text>
</Flex>
}
style={{ marginBottom: 16 }}
loading={loading}
>
<Row gutter={[16, 16]}>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Total Budget"
value={budgetStatistics.totalBudget}
precision={2}
prefix={projectCurrency.toUpperCase()}
valueStyle={{ color: '#1890ff' }}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Actual Cost"
value={budgetStatistics.totalActualCost}
precision={2}
prefix={projectCurrency.toUpperCase()}
valueStyle={{ color: '#52c41a' }}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Variance"
value={budgetStatistics.totalVariance}
precision={2}
prefix={budgetStatistics.totalVariance >= 0 ? '+' : ''}
suffix={projectCurrency.toUpperCase()}
valueStyle={{
color: budgetStatistics.totalVariance > 0 ? '#ff4d4f' : '#52c41a'
}}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Budget Utilization"
value={budgetStatistics.budgetUtilization}
precision={1}
suffix="%"
valueStyle={{
color: budgetStatistics.budgetUtilization > 100 ? '#ff4d4f' :
budgetStatistics.budgetUtilization > 80 ? '#faad14' : '#52c41a'
}}
/>
</Col>
</Row>
<Row gutter={[16, 16]} style={{ marginTop: 16 }}>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Estimated Cost"
value={budgetStatistics.totalEstimatedCost}
precision={2}
prefix={projectCurrency.toUpperCase()}
valueStyle={{ color: '#722ed1' }}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Fixed Cost"
value={budgetStatistics.totalFixedCost}
precision={2}
prefix={projectCurrency.toUpperCase()}
valueStyle={{ color: '#fa8c16' }}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Cost from Time Logs"
value={budgetStatistics.totalActualCost - budgetStatistics.totalFixedCost}
precision={2}
prefix={projectCurrency.toUpperCase()}
valueStyle={{ color: '#13c2c2' }}
/>
</Col>
<Col xs={24} sm={12} md={8} lg={6}>
<Statistic
title="Budget Status"
value={budgetStatistics.totalBudget - budgetStatistics.totalActualCost}
precision={2}
prefix={budgetStatistics.totalBudget - budgetStatistics.totalActualCost >= 0 ? '+' : ''}
suffix={`${projectCurrency.toUpperCase()} remaining`}
valueStyle={{
color: budgetStatistics.totalBudget - budgetStatistics.totalActualCost >= 0 ? '#52c41a' : '#ff4d4f'
}}
/>
</Col>
</Row>
</Card>
<FinanceTableWrapper activeTablesList={taskGroups} loading={loading} />
</div>
) : (

211
worklenz-frontend/src/pages/projects/projectView/gantt/project-view-gantt.tsx
View File

@@ -38,6 +38,8 @@ const transformTasksToGanttData = (taskGroups: ITaskListGroup[]) => {
parent: 0,
progress: Math.round((group.done_progress || 0) * 100) / 100,
details: `Status: ${group.name}`,
$custom_class: 'gantt-group-row',
$group_type: group.name.toLowerCase().replace(/\s+/g, '-'),
});
// Add individual tasks
@@ -141,82 +143,82 @@ const ProjectViewGantt = () => {
return { tasks: [], links: [] };
}
// Test with hardcoded data first to isolate the issue
const testData = {
tasks: [
{
id: 1,
text: "Test Project",
start: new Date(2024, 0, 1),
end: new Date(2024, 0, 15),
type: "summary",
open: true,
parent: 0,
progress: 0.5,
},
{
id: 2,
text: "Test Task 1",
start: new Date(2024, 0, 2),
end: new Date(2024, 0, 8),
type: "task",
parent: 1,
progress: 0.3,
},
{
id: 3,
text: "Test Task 2",
start: new Date(2024, 0, 9),
end: new Date(2024, 0, 14),
type: "task",
parent: 1,
progress: 0.7,
},
],
links: [],
};
// // Test with hardcoded data first to isolate the issue
// const testData = {
// tasks: [
// {
// id: 1,
// text: "Test Project",
// start: new Date(2024, 0, 1),
// end: new Date(2024, 0, 15),
// type: "summary",
// open: true,
// parent: 0,
// progress: 0.5,
// },
// {
// id: 2,
// text: "Test Task 1",
// start: new Date(2024, 0, 2),
// end: new Date(2024, 0, 8),
// type: "task",
// parent: 1,
// progress: 0.3,
// },
// {
// id: 3,
// text: "Test Task 2",
// start: new Date(2024, 0, 9),
// end: new Date(2024, 0, 14),
// type: "task",
// parent: 1,
// progress: 0.7,
// },
// ],
// links: [],
// };
console.log('Using test data for debugging:', testData);
return testData;
// console.log('Using test data for debugging:', testData);
// return testData;
// Original transformation (commented out for testing)
// const result = transformTasksToGanttData(taskGroups);
// console.log('Gantt data - tasks count:', result.tasks.length);
// if (result.tasks.length > 0) {
// console.log('First task:', result.tasks[0]);
// console.log('Sample dates:', result.tasks[0]?.start, result.tasks[0]?.end);
// }
// return result;
const result = transformTasksToGanttData(taskGroups);
console.log('Gantt data - tasks count:', result.tasks.length);
if (result.tasks.length > 0) {
console.log('First task:', result.tasks[0]);
console.log('Sample dates:', result.tasks[0]?.start, result.tasks[0]?.end);
}
return result;
}, [taskGroups]);
// Calculate date range for the Gantt chart
const dateRange = useMemo(() => {
// Fixed range for testing
return {
start: new Date(2023, 11, 1), // December 1, 2023
end: new Date(2024, 1, 29), // February 29, 2024
};
// return {
// start: new Date(2023, 11, 1), // December 1, 2023
// end: new Date(2024, 1, 29), // February 29, 2024
// };
// Original dynamic calculation (commented out for testing)
// if (ganttData.tasks.length === 0) {
// const now = new Date();
// return {
// start: new Date(now.getFullYear(), now.getMonth() - 1, 1),
// end: new Date(now.getFullYear(), now.getMonth() + 2, 0),
// };
// }
if (ganttData.tasks.length === 0) {
const now = new Date();
return {
start: new Date(now.getFullYear(), now.getMonth() - 1, 1),
end: new Date(now.getFullYear(), now.getMonth() + 2, 0),
};
}
// const dates = ganttData.tasks.map(task => [task.start, task.end]).flat();
// const minDate = new Date(Math.min(...dates.map(d => d.getTime())));
// const maxDate = new Date(Math.max(...dates.map(d => d.getTime())));
const dates = ganttData.tasks.map(task => [task.start, task.end]).flat();
const minDate = new Date(Math.min(...dates.map(d => d.getTime())));
const maxDate = new Date(Math.max(...dates.map(d => d.getTime())));
// // Add some padding
// const startDate = new Date(minDate);
// startDate.setDate(startDate.getDate() - 7);
// const endDate = new Date(maxDate);
// endDate.setDate(endDate.getDate() + 7);
// Add some padding
const startDate = new Date(minDate);
startDate.setDate(startDate.getDate() - 7);
const endDate = new Date(maxDate);
endDate.setDate(endDate.getDate() + 7);
// return { start: startDate, end: endDate };
return { start: startDate, end: endDate };
}, [ganttData.tasks]);
// Batch initial data fetching
@@ -313,11 +315,76 @@ const ProjectViewGantt = () => {
background-color: #00ba94 !important;
border: 1px solid #099f81 !important;
}
/* Highlight group names (summary tasks) */
.wx-gantt-summary {
background-color: #722ed1 !important;
border: 2px solid #531dab !important;
font-weight: 600 !important;
}
/* Group name text styling */
.wx-gantt-row[data-task-type="summary"] .wx-gantt-cell-text {
font-weight: 700 !important;
font-size: 14px !important;
color: #722ed1 !important;
text-transform: uppercase !important;
letter-spacing: 0.5px !important;
}
/* Group row background highlighting */
.wx-gantt-row[data-task-type="summary"] {
background-color: ${isDarkMode ? 'rgba(114, 46, 209, 0.1)' : 'rgba(114, 46, 209, 0.05)'} !important;
}
/* Different colors for different group types */
.gantt-group-row .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"] .wx-gantt-cell-text {
position: relative;
}
/* Todo/To Do groups - Red */
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("Todo")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("TO DO")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("To Do")) .wx-gantt-cell-text {
color: #f5222d !important;
background: linear-gradient(90deg, rgba(245, 34, 45, 0.1) 0%, transparent 100%) !important;
padding-left: 8px !important;
border-left: 4px solid #f5222d !important;
}
/* Doing/In Progress groups - Orange */
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("Doing")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("IN PROGRESS")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("In Progress")) .wx-gantt-cell-text {
color: #fa8c16 !important;
background: linear-gradient(90deg, rgba(250, 140, 22, 0.1) 0%, transparent 100%) !important;
padding-left: 8px !important;
border-left: 4px solid #fa8c16 !important;
}
/* Done/Completed groups - Green */
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("Done")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("COMPLETED")) .wx-gantt-cell-text,
.wx-gantt-row[data-task-id*="group-"]:has(.wx-gantt-cell-text:contains("Completed")) .wx-gantt-cell-text {
color: #52c41a !important;
background: linear-gradient(90deg, rgba(82, 196, 26, 0.1) 0%, transparent 100%) !important;
padding-left: 8px !important;
border-left: 4px solid #52c41a !important;
}
${isDarkMode ? `
.wx-gantt-task {
background-color: #37a9ef !important;
border: 1px solid #098cdc !important;
}
.wx-gantt-summary {
background-color: #9254de !important;
border: 2px solid #722ed1 !important;
}
.wx-gantt-row[data-task-type="summary"] .wx-gantt-cell-text {
color: #b37feb !important;
}
` : ''}
`}</style>
@@ -338,13 +405,16 @@ const ProjectViewGantt = () => {
<Gantt
tasks={ganttData.tasks}
links={ganttData.links}
start={new Date(2024, 0, 1)}
end={new Date(2024, 0, 31)}
start={dateRange.start}
end={dateRange.end}
scales={[
{ unit: 'month', step: 1, format: 'MMMM yyyy' },
{ unit: 'day', step: 1, format: 'd' }
]}
columns={[
{ id: 'text', header: 'Task Name', width: 200 }
{ id: 'text', header: 'Task Name', width: 200 },
{ id: 'start', header: 'Start Date', width: 100 },
{ id: 'end', header: 'End Date', width: 100 }
]}
/>
</WillowDark>
@@ -353,13 +423,16 @@ const ProjectViewGantt = () => {
<Gantt
tasks={ganttData.tasks}
links={ganttData.links}
start={new Date(2024, 0, 1)}
end={new Date(2024, 0, 31)}
start={dateRange.start}
end={dateRange.end}
scales={[
{ unit: 'month', step: 1, format: 'MMMM yyyy' },
{ unit: 'day', step: 1, format: 'd' }
]}
columns={[
{ id: 'text', header: 'Task Name', width: 200 }
{ id: 'text', header: 'Task Name', width: 200 },
{ id: 'start', header: 'Start Date', width: 100 },
{ id: 'end', header: 'End Date', width: 100 }
]}
/>
</Willow>

180
worklenz-frontend/src/pages/settings/rate-card/rate-card-settings.tsx
View File

@@ -7,6 +7,7 @@ import {
import {
Button,
Card,
Empty,
Flex,
Input,
Popconfirm,
@@ -14,7 +15,10 @@ import {
TableProps,
Tooltip,
Typography,
message,
} from 'antd';
import type { TablePaginationConfig } from 'antd/es/table';
import type { FilterValue, SorterResult } from 'antd/es/table/interface';
import React, { useEffect, useMemo, useState, useCallback } from 'react';
import { colors } from '../../../styles/colors';
import { useAppDispatch } from '../../../hooks/useAppDispatch';
@@ -41,8 +45,13 @@ interface PaginationType {
const RatecardSettings: React.FC = () => {
const { t } = useTranslation('/settings/ratecard-settings');
const dispatch = useAppDispatch();
const [messageApi, contextHolder] = message.useMessage();
useDocumentTitle('Manage Rate Cards');
// Redux state
const isDrawerOpen = useAppSelector(state => state.financeReducer.isRatecardDrawerOpen);
// Local state
const [loading, setLoading] = useState(false);
const [ratecardsList, setRatecardsList] = useState<RatecardType[]>([]);
const [searchQuery, setSearchQuery] = useState('');
@@ -58,12 +67,14 @@ const RatecardSettings: React.FC = () => {
size: 'small',
});
// Memoized filtered data
const filteredRatecardsData = useMemo(() => {
return ratecardsList.filter((item) =>
item.name?.toLowerCase().includes(searchQuery.toLowerCase())
);
}, [ratecardsList, searchQuery]);
// Fetch rate cards with error handling
const fetchRateCards = useCallback(async () => {
setLoading(true);
try {
@@ -77,36 +88,46 @@ const RatecardSettings: React.FC = () => {
if (response.done) {
setRatecardsList(response.body.data || []);
setPagination(prev => ({ ...prev, total: response.body.total || 0 }));
} else {
messageApi.error(t('fetchError') || 'Failed to fetch rate cards');
}
} catch (error) {
console.error('Failed to fetch rate cards:', error);
messageApi.error(t('fetchError') || 'Failed to fetch rate cards');
} finally {
setLoading(false);
}
}, [pagination.current, pagination.pageSize, pagination.field, pagination.order, searchQuery]);
}, [pagination.current, pagination.pageSize, pagination.field, pagination.order, searchQuery, t, messageApi]);
// Fetch rate cards when drawer state changes
useEffect(() => {
fetchRateCards();
}, [toggleRatecardDrawer, isDrawerOpen]);
}, [fetchRateCards, isDrawerOpen]);
// Handle rate card creation
const handleRatecardCreate = useCallback(async () => {
try {
const resultAction = await dispatch(createRateCard({
name: 'Untitled Rate Card',
jobRolesList: [],
currency: 'LKR',
}) as any);
const resultAction = await dispatch(createRateCard({
name: 'Untitled Rate Card',
jobRolesList: [],
currency: 'LKR',
}) as any);
if (createRateCard.fulfilled.match(resultAction)) {
const created = resultAction.payload;
setRatecardDrawerType('update');
setSelectedRatecardId(created.id ?? null);
dispatch(toggleRatecardDrawer());
if (createRateCard.fulfilled.match(resultAction)) {
const created = resultAction.payload;
setRatecardDrawerType('update');
setSelectedRatecardId(created.id ?? null);
dispatch(toggleRatecardDrawer());
} else {
messageApi.error(t('createError') || 'Failed to create rate card');
}
} catch (error) {
console.error('Failed to create rate card:', error);
messageApi.error(t('createError') || 'Failed to create rate card');
}
}, [dispatch]);
}, [dispatch, t, messageApi]);
// Handle rate card update
const handleRatecardUpdate = useCallback((id: string) => {
setRatecardDrawerType('update');
dispatch(fetchRateCardById(id));
@@ -114,26 +135,32 @@ const RatecardSettings: React.FC = () => {
dispatch(toggleRatecardDrawer());
}, [dispatch]);
const handleTableChange = useCallback((newPagination: any, filters: any, sorter: any) => {
// Handle table changes
const handleTableChange = useCallback((
newPagination: TablePaginationConfig,
filters: Record<string, FilterValue | null>,
sorter: SorterResult<RatecardType> | SorterResult<RatecardType>[]
) => {
const sorterResult = Array.isArray(sorter) ? sorter[0] : sorter;
setPagination(prev => ({
...prev,
current: newPagination.current,
pageSize: newPagination.pageSize,
field: sorter.field || 'name',
order: sorter.order === 'ascend' ? 'asc' : 'desc',
current: newPagination.current || 1,
pageSize: newPagination.pageSize || DEFAULT_PAGE_SIZE,
field: (sorterResult?.field as string) || 'name',
order: sorterResult?.order === 'ascend' ? 'asc' : 'desc',
}));
}, []);
// Table columns configuration
const columns: TableProps['columns'] = useMemo(() => [
{
key: 'rateName',
title: t('nameColumn'),
render: (record: RatecardType) => (
<Typography.Text style={{ color: '#1890ff', cursor: 'pointer' }}
onClick={() => setSelectedRatecardId(record.id ?? null)}>
<Typography.Text
style={{ color: '#1890ff', cursor: 'pointer' }}
onClick={() => record.id && handleRatecardUpdate(record.id)}
>
{record.name}
</Typography.Text>
),
@@ -142,7 +169,7 @@ const RatecardSettings: React.FC = () => {
key: 'created',
title: t('createdColumn'),
render: (record: RatecardType) => (
<Typography.Text onClick={() => setSelectedRatecardId(record.id ?? null)}>
<Typography.Text onClick={() => record.id && handleRatecardUpdate(record.id)}>
{durationDateFormat(record.created_at)}
</Typography.Text>
),
@@ -152,7 +179,7 @@ const RatecardSettings: React.FC = () => {
width: 80,
render: (record: RatecardType) => (
<Flex gap={8} className="hidden group-hover:flex">
<Tooltip title="Edit">
<Tooltip title={t('editTooltip') || 'Edit'}>
<Button
size="small"
icon={<EditOutlined />}
@@ -166,14 +193,19 @@ const RatecardSettings: React.FC = () => {
cancelText={t('deleteConfirmationCancel')}
onConfirm={async () => {
setLoading(true);
if (record.id) {
await dispatch(deleteRateCard(record.id));
await fetchRateCards();
try {
if (record.id) {
await dispatch(deleteRateCard(record.id));
await fetchRateCards();
}
} catch (error) {
console.error('Failed to delete rate card:', error);
} finally {
setLoading(false);
}
setLoading(false);
}}
>
<Tooltip title="Delete">
<Tooltip title={t('deleteTooltip') || 'Delete'}>
<Button
shape="default"
icon={<DeleteOutlined />}
@@ -184,46 +216,52 @@ const RatecardSettings: React.FC = () => {
</Flex>
),
},
], [t, handleRatecardUpdate]);
], [t, handleRatecardUpdate, fetchRateCards, dispatch, messageApi]);
return (
<Card
style={{ width: '100%' }}
title={
<Flex justify="flex-end" align="center" gap={8}>
<Input
value={searchQuery}
onChange={(e) => setSearchQuery(e.target.value)}
placeholder={t('searchPlaceholder')}
style={{ maxWidth: 232 }}
suffix={<SearchOutlined />}
/>
<Button type="primary" onClick={handleRatecardCreate}>
{t('createRatecard')}
</Button>
</Flex>
}
>
<Table
loading={loading}
className="custom-two-colors-row-table"
dataSource={filteredRatecardsData}
columns={columns}
rowKey="id"
pagination={{
...pagination,
showSizeChanger: true,
onChange: (page, pageSize) => setPagination(prev => ({ ...prev, current: page, pageSize })),
}}
onChange={handleTableChange}
rowClassName="group"
/>
<RatecardDrawer
type={ratecardDrawerType}
ratecardId={selectedRatecardId || ''}
onSaved={fetchRateCards} // Pass the fetch function as a prop
/>
</Card>
<>
{contextHolder}
<Card
style={{ width: '100%' }}
title={
<Flex justify="flex-end" align="center" gap={8}>
<Input
value={searchQuery}
onChange={(e) => setSearchQuery(e.target.value)}
placeholder={t('searchPlaceholder')}
style={{ maxWidth: 232 }}
suffix={<SearchOutlined />}
/>
<Button type="primary" onClick={handleRatecardCreate}>
{t('createRatecard')}
</Button>
</Flex>
}
>
<Table
loading={loading}
className="custom-two-colors-row-table"
dataSource={filteredRatecardsData}
columns={columns}
rowKey="id"
pagination={{
...pagination,
showSizeChanger: true,
onChange: (page, pageSize) => setPagination(prev => ({ ...prev, current: page, pageSize })),
}}
onChange={handleTableChange}
rowClassName="group"
locale={{
emptyText: <Empty description={t('noRatecardsFound')} />,
}}
/>
<RatecardDrawer
type={ratecardDrawerType}
ratecardId={selectedRatecardId || ''}
onSaved={fetchRateCards}
/>
</Card>
</>
);
};