feat(finance): implement project finance and rate card management features
- Added new controllers for managing project finance and rate cards, including CRUD operations for rate card roles and project finance tasks. - Introduced API routes for project finance and rate card functionalities, enhancing the backend structure. - Developed frontend components for displaying and managing project finance data, including a finance drawer and rate card settings. - Enhanced localization files to support new UI elements and ensure consistency across multiple languages. - Implemented utility functions for handling man-days and financial calculations, improving overall functionality.
This commit is contained in:
chamikaJ
198
worklenz-backend/src/controllers/ratecard-controller.ts
Normal file
198
worklenz-backend/src/controllers/ratecard-controller.ts
Normal file
@@ -0,0 +1,198 @@
|
||||
import { IWorkLenzRequest } from "../interfaces/worklenz-request";
|
||||
import { IWorkLenzResponse } from "../interfaces/worklenz-response";
|
||||
import db from "../config/db";
|
||||
import { ServerResponse } from "../models/server-response";
|
||||
import WorklenzControllerBase from "./worklenz-controller-base";
|
||||
import HandleExceptions from "../decorators/handle-exceptions";
|
||||
|
||||
export default class RateCardController extends WorklenzControllerBase {
|
||||
@HandleExceptions()
|
||||
public static async create(
|
||||
req: IWorkLenzRequest,
|
||||
res: IWorkLenzResponse
|
||||
): Promise<IWorkLenzResponse> {
|
||||
const q = `
|
||||
INSERT INTO finance_rate_cards (team_id, name)
|
||||
VALUES ($1, $2)
|
||||
RETURNING id, name, team_id, created_at, updated_at;
|
||||
`;
|
||||
const result = await db.query(q, [
|
||||
req.user?.team_id || null,
|
||||
req.body.name,
|
||||
]);
|
||||
const [data] = result.rows;
|
||||
return res.status(200).send(new ServerResponse(true, data));
|
||||
}
|
||||
|
||||
@HandleExceptions()
|
||||
public static async get(
|
||||
req: IWorkLenzRequest,
|
||||
res: IWorkLenzResponse
|
||||
): Promise<IWorkLenzResponse> {
|
||||
const { searchQuery, sortField, sortOrder, size, offset } =
|
||||
this.toPaginationOptions(req.query, "name");
|
||||
|
||||
const q = `
|
||||
SELECT ROW_TO_JSON(rec) AS rate_cards
|
||||
FROM (
|
||||
SELECT COUNT(*) AS total,
|
||||
(
|
||||
SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(t))), '[]'::JSON)
|
||||
FROM (
|
||||
SELECT id, name, team_id, currency, created_at, updated_at
|
||||
FROM finance_rate_cards
|
||||
WHERE team_id = $1 ${searchQuery}
|
||||
ORDER BY ${sortField} ${sortOrder}
|
||||
LIMIT $2 OFFSET $3
|
||||
) t
|
||||
) AS data
|
||||
FROM finance_rate_cards
|
||||
WHERE team_id = $1 ${searchQuery}
|
||||
) rec;
|
||||
`;
|
||||
const result = await db.query(q, [req.user?.team_id || null, size, offset]);
|
||||
const [data] = result.rows;
|
||||
|
||||
return res
|
||||
.status(200)
|
||||
.send(
|
||||
new ServerResponse(
|
||||
true,
|
||||
data.rate_cards || this.paginatedDatasetDefaultStruct
|
||||
)
|
||||
);
|
||||
}
|
||||
|
||||
@HandleExceptions()
|
||||
public static async getById(
|
||||
req: IWorkLenzRequest,
|
||||
res: IWorkLenzResponse
|
||||
): Promise<IWorkLenzResponse> {
|
||||
// 1. Fetch the rate card
|
||||
const q = `
|
||||
SELECT id, name, team_id, currency, created_at, updated_at
|
||||
FROM finance_rate_cards
|
||||
WHERE id = $1 AND team_id = $2;
|
||||
`;
|
||||
const result = await db.query(q, [
|
||||
req.params.id,
|
||||
req.user?.team_id || null,
|
||||
]);
|
||||
const [data] = result.rows;
|
||||
|
||||
if (!data) {
|
||||
return res
|
||||
.status(404)
|
||||
.send(new ServerResponse(false, null, "Rate card not found"));
|
||||
}
|
||||
|
||||
// 2. Fetch job roles with job title names
|
||||
const jobRolesQ = `
|
||||
SELECT
|
||||
rcr.job_title_id,
|
||||
jt.name AS jobTitle,
|
||||
rcr.rate,
|
||||
rcr.man_day_rate,
|
||||
rcr.rate_card_id
|
||||
FROM finance_rate_card_roles rcr
|
||||
LEFT JOIN job_titles jt ON rcr.job_title_id = jt.id
|
||||
WHERE rcr.rate_card_id = $1
|
||||
`;
|
||||
const jobRolesResult = await db.query(jobRolesQ, [req.params.id]);
|
||||
const jobRolesList = jobRolesResult.rows;
|
||||
|
||||
// 3. Return the rate card with jobRolesList
|
||||
return res.status(200).send(
|
||||
new ServerResponse(true, {
|
||||
...data,
|
||||
jobRolesList,
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
@HandleExceptions()
|
||||
public static async update(
|
||||
req: IWorkLenzRequest,
|
||||
res: IWorkLenzResponse
|
||||
): Promise<IWorkLenzResponse> {
|
||||
// 1. Update the rate card
|
||||
const updateRateCardQ = `
|
||||
UPDATE finance_rate_cards
|
||||
SET name = $3, currency = $4, updated_at = NOW()
|
||||
WHERE id = $1 AND team_id = $2
|
||||
RETURNING id, name, team_id, currency, created_at, updated_at;
|
||||
`;
|
||||
const result = await db.query(updateRateCardQ, [
|
||||
req.params.id,
|
||||
req.user?.team_id || null,
|
||||
req.body.name,
|
||||
req.body.currency,
|
||||
]);
|
||||
const [rateCardData] = result.rows;
|
||||
|
||||
// 2. Update job roles (delete old, insert new)
|
||||
if (Array.isArray(req.body.jobRolesList)) {
|
||||
// Delete existing roles for this rate card
|
||||
await db.query(
|
||||
`DELETE FROM finance_rate_card_roles WHERE rate_card_id = $1;`,
|
||||
[req.params.id]
|
||||
);
|
||||
|
||||
// Insert new roles
|
||||
for (const role of req.body.jobRolesList) {
|
||||
if (role.job_title_id) {
|
||||
await db.query(
|
||||
`INSERT INTO finance_rate_card_roles (rate_card_id, job_title_id, rate, man_day_rate)
|
||||
VALUES ($1, $2, $3, $4);`,
|
||||
[
|
||||
req.params.id,
|
||||
role.job_title_id,
|
||||
role.rate ?? 0,
|
||||
role.man_day_rate ?? 0,
|
||||
]
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// 3. Get jobRolesList with job title names
|
||||
const jobRolesQ = `
|
||||
SELECT
|
||||
rcr.job_title_id,
|
||||
jt.name AS jobTitle,
|
||||
rcr.rate
|
||||
FROM finance_rate_card_roles rcr
|
||||
LEFT JOIN job_titles jt ON rcr.job_title_id = jt.id
|
||||
WHERE rcr.rate_card_id = $1
|
||||
`;
|
||||
const jobRolesResult = await db.query(jobRolesQ, [req.params.id]);
|
||||
const jobRolesList = jobRolesResult.rows;
|
||||
|
||||
// 4. Return the updated rate card with jobRolesList
|
||||
return res.status(200).send(
|
||||
new ServerResponse(true, {
|
||||
...rateCardData,
|
||||
jobRolesList,
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
@HandleExceptions()
|
||||
public static async deleteById(
|
||||
req: IWorkLenzRequest,
|
||||
res: IWorkLenzResponse
|
||||
): Promise<IWorkLenzResponse> {
|
||||
const q = `
|
||||
DELETE FROM finance_rate_cards
|
||||
WHERE id = $1 AND team_id = $2
|
||||
RETURNING id;
|
||||
`;
|
||||
const result = await db.query(q, [
|
||||
req.params.id,
|
||||
req.user?.team_id || null,
|
||||
]);
|
||||
return res
|
||||
.status(200)
|
||||
.send(new ServerResponse(true, result.rows.length > 0));
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user