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
2025-07-24 15:23:34 +05:30
parent 4b54f2cc17
commit 4ffc3465e3
51 changed files with 10202 additions and 169 deletions

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@@ -0,0 +1,252 @@
import { rateCardApiService } from '@/api/settings/rate-cards/rate-cards.api.service';
import { RatecardType } from '@/types/project/ratecard.types';
import logger from '@/utils/errorLogger';
import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
type financeState = {
isRatecardDrawerOpen: boolean;
isFinanceDrawerOpen: boolean;
isImportRatecardsDrawerOpen: boolean;
currency: string;
isRatecardsLoading?: boolean;
isFinanceDrawerloading?: boolean;
drawerRatecard?: RatecardType | null;
ratecardsList?: RatecardType[] | null;
selectedTask?: any | null;
};
const initialState: financeState = {
isRatecardDrawerOpen: false,
isFinanceDrawerOpen: false,
isImportRatecardsDrawerOpen: false,
currency: 'USD',
isRatecardsLoading: false,
isFinanceDrawerloading: false,
drawerRatecard: null,
ratecardsList: null,
selectedTask: null,
};
interface FetchRateCardsParams {
index: number;
size: number;
field: string | null;
order: string | null;
search: string | null;
}
// Async thunks
export const fetchRateCards = createAsyncThunk(
'ratecards/fetchAll',
async (params: FetchRateCardsParams, { rejectWithValue }) => {
try {
const response = await rateCardApiService.getRateCards(
params.index,
params.size,
params.field,
params.order,
params.search
);
return response.body;
} catch (error) {
logger.error('Fetch RateCards', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to fetch rate cards');
}
}
);
export const fetchRateCardById = createAsyncThunk(
'ratecard/fetchById',
async (id: string, { rejectWithValue }) => {
try {
const response = await rateCardApiService.getRateCardById(id);
return response.body;
} catch (error) {
logger.error('Fetch RateCardById', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to fetch rate card');
}
}
);
export const createRateCard = createAsyncThunk(
'ratecards/create',
async (body: RatecardType, { rejectWithValue }) => {
try {
const response = await rateCardApiService.createRateCard(body);
return response.body;
} catch (error) {
logger.error('Create RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to create rate card');
}
}
);
export const updateRateCard = createAsyncThunk(
'ratecards/update',
async ({ id, body }: { id: string; body: RatecardType }, { rejectWithValue }) => {
try {
const response = await rateCardApiService.updateRateCard(id, body);
return response.body;
} catch (error) {
logger.error('Update RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to update rate card');
}
}
);
export const deleteRateCard = createAsyncThunk(
'ratecards/delete',
async (id: string, { rejectWithValue }) => {
try {
await rateCardApiService.deleteRateCard(id);
return id;
} catch (error) {
logger.error('Delete RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to delete rate card');
}
}
);
const financeSlice = createSlice({
name: 'financeReducer',
initialState,
reducers: {
toggleRatecardDrawer: (state) => {
state.isRatecardDrawerOpen = !state.isRatecardDrawerOpen;
},
toggleFinanceDrawer: (state) => {
state.isFinanceDrawerOpen = !state.isFinanceDrawerOpen;
},
openFinanceDrawer: (state, action: PayloadAction<any>) => {
state.isFinanceDrawerOpen = true;
state.selectedTask = action.payload;
},
closeFinanceDrawer: (state) => {
state.isFinanceDrawerOpen = false;
state.selectedTask = null;
},
setSelectedTask: (state, action: PayloadAction<any>) => {
state.selectedTask = action.payload;
},
toggleImportRatecardsDrawer: (state) => {
state.isImportRatecardsDrawerOpen = !state.isImportRatecardsDrawerOpen;
},
changeCurrency: (state, action: PayloadAction<string>) => {
state.currency = action.payload;
},
ratecardDrawerLoading: (state, action: PayloadAction<boolean>) => {
state.isFinanceDrawerloading = action.payload;
},
clearDrawerRatecard: (state) => {
state.drawerRatecard = null;
},
},
extraReducers: (builder) => {
builder
.addCase(fetchRateCards.pending, (state) => {
state.isRatecardsLoading = true;
})
.addCase(fetchRateCards.fulfilled, (state, action) => {
state.isRatecardsLoading = false;
state.ratecardsList = Array.isArray(action.payload.data)
? action.payload.data
: Array.isArray(action.payload)
? action.payload
: [];
})
.addCase(fetchRateCards.rejected, (state) => {
state.isRatecardsLoading = false;
state.ratecardsList = [];
})
.addCase(fetchRateCardById.pending, (state) => {
state.isFinanceDrawerloading = true;
state.drawerRatecard = null;
})
.addCase(fetchRateCardById.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
state.drawerRatecard = action.payload;
})
.addCase(fetchRateCardById.rejected, (state) => {
state.isFinanceDrawerloading = false;
state.drawerRatecard = null;
})
// Create rate card
.addCase(createRateCard.pending, (state) => {
state.isFinanceDrawerloading = true;
})
.addCase(createRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
if (state.ratecardsList) {
state.ratecardsList.push(action.payload);
} else {
state.ratecardsList = [action.payload];
}
})
.addCase(createRateCard.rejected, (state) => {
state.isFinanceDrawerloading = false;
})
// Update rate card
.addCase(updateRateCard.pending, (state) => {
state.isFinanceDrawerloading = true;
})
.addCase(updateRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
// Update the drawerRatecard with the new data
state.drawerRatecard = action.payload;
// Update the rate card in the list if it exists
if (state.ratecardsList && action.payload?.id) {
const index = state.ratecardsList.findIndex(rc => rc.id === action.payload.id);
if (index !== -1) {
state.ratecardsList[index] = action.payload;
}
}
})
.addCase(updateRateCard.rejected, (state) => {
state.isFinanceDrawerloading = false;
})
// Delete rate card
.addCase(deleteRateCard.pending, (state) => {
state.isFinanceDrawerloading = true;
})
.addCase(deleteRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
// Remove the deleted rate card from the list
if (state.ratecardsList) {
state.ratecardsList = state.ratecardsList.filter(rc => rc.id !== action.payload);
}
// Clear drawer rate card if it was the deleted one
if (state.drawerRatecard?.id === action.payload) {
state.drawerRatecard = null;
}
})
.addCase(deleteRateCard.rejected, (state) => {
state.isFinanceDrawerloading = false;
});
},
});
export const {
toggleRatecardDrawer,
toggleFinanceDrawer,
openFinanceDrawer,
closeFinanceDrawer,
setSelectedTask,
toggleImportRatecardsDrawer,
changeCurrency,
ratecardDrawerLoading,
clearDrawerRatecard,
} = financeSlice.actions;
export default financeSlice.reducer;

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@@ -0,0 +1,310 @@
import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
import {
projectRateCardApiService,
IProjectRateCardRole,
} from '@/api/project-finance-ratecard/project-finance-rate-cards.api.service';
import logger from '@/utils/errorLogger';
import { JobRoleType } from '@/types/project/ratecard.types';
type ProjectFinanceRateCardState = {
isDrawerOpen: boolean;
isLoading: boolean;
rateCardRoles: JobRoleType[] | null;
drawerRole: IProjectRateCardRole | null;
error?: string | null;
};
const initialState: ProjectFinanceRateCardState = {
isDrawerOpen: false,
isLoading: false,
rateCardRoles: null,
drawerRole: null,
error: null,
};
// Async thunks
export const fetchProjectRateCardRoles = createAsyncThunk(
'projectFinance/fetchAll',
async (project_id: string, { rejectWithValue }) => {
try {
const response = await projectRateCardApiService.getFromProjectId(project_id);
return response.body;
} catch (error) {
logger.error('Fetch Project RateCard Roles', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to fetch project rate card roles');
}
}
);
export const fetchProjectRateCardRoleById = createAsyncThunk(
'projectFinance/fetchById',
async (id: string, { rejectWithValue }) => {
try {
const response = await projectRateCardApiService.getFromId(id);
return response.body;
} catch (error) {
logger.error('Fetch Project RateCard Role By Id', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to fetch project rate card role');
}
}
);
export const insertProjectRateCardRoles = createAsyncThunk(
'projectFinance/insertMany',
async (
{
project_id,
roles,
}: { project_id: string; roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[] },
{ rejectWithValue }
) => {
try {
const response = await projectRateCardApiService.insertMany(project_id, roles);
return response.body;
} catch (error) {
logger.error('Insert Project RateCard Roles', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to insert project rate card roles');
}
}
);
export const insertProjectRateCardRole = createAsyncThunk(
'projectFinance/insertOne',
async (
{
project_id,
job_title_id,
rate,
man_day_rate,
}: { project_id: string; job_title_id: string; rate: number; man_day_rate?: number },
{ rejectWithValue }
) => {
try {
const response = await projectRateCardApiService.insertOne({
project_id,
job_title_id,
rate,
man_day_rate,
});
return response.body;
} catch (error) {
logger.error('Insert Project RateCard Role', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to insert project rate card role');
}
}
);
export const updateProjectRateCardRoleById = createAsyncThunk(
'projectFinance/updateById',
async (
{
id,
body,
}: { id: string; body: { job_title_id: string; rate?: string; man_day_rate?: string } },
{ rejectWithValue }
) => {
try {
const response = await projectRateCardApiService.updateFromId(id, body);
return response.body;
} catch (error) {
logger.error('Update Project RateCard Role By Id', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to update project rate card role');
}
}
);
export const updateProjectRateCardRolesByProjectId = createAsyncThunk(
'projectFinance/updateByProjectId',
async (
{
project_id,
roles,
}: { project_id: string; roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[] },
{ rejectWithValue }
) => {
try {
const response = await projectRateCardApiService.updateFromProjectId(project_id, roles);
return response.body;
} catch (error) {
logger.error('Update Project RateCard Roles By ProjectId', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to update project rate card roles');
}
}
);
export const deleteProjectRateCardRoleById = createAsyncThunk(
'projectFinance/deleteById',
async (id: string, { rejectWithValue }) => {
try {
const response = await projectRateCardApiService.deleteFromId(id);
return response.body;
} catch (error) {
logger.error('Delete Project RateCard Role By Id', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to delete project rate card role');
}
}
);
export const assignMemberToRateCardRole = createAsyncThunk(
'projectFinance/assignMemberToRateCardRole',
async ({
project_id,
member_id,
project_rate_card_role_id,
}: {
project_id: string;
member_id: string;
project_rate_card_role_id: string;
}) => {
const response = await projectRateCardApiService.updateMemberRateCardRole(
project_id,
member_id,
project_rate_card_role_id
);
return response.body;
}
);
export const deleteProjectRateCardRolesByProjectId = createAsyncThunk(
'projectFinance/deleteByProjectId',
async (project_id: string, { rejectWithValue }) => {
try {
const response = await projectRateCardApiService.deleteFromProjectId(project_id);
return response.body;
} catch (error) {
logger.error('Delete Project RateCard Roles By ProjectId', error);
if (error instanceof Error) return rejectWithValue(error.message);
return rejectWithValue('Failed to delete project rate card roles');
}
}
);
const projectFinanceSlice = createSlice({
name: 'projectFinanceRateCard',
initialState,
reducers: {
toggleDrawer: state => {
state.isDrawerOpen = !state.isDrawerOpen;
},
clearDrawerRole: state => {
state.drawerRole = null;
},
clearError: state => {
state.error = null;
},
},
extraReducers: builder => {
builder
// Fetch all
.addCase(fetchProjectRateCardRoles.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(fetchProjectRateCardRoles.fulfilled, (state, action) => {
state.isLoading = false;
state.rateCardRoles = action.payload || [];
})
.addCase(fetchProjectRateCardRoles.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
state.rateCardRoles = [];
})
// Fetch by id
.addCase(fetchProjectRateCardRoleById.pending, state => {
state.isLoading = true;
state.drawerRole = null;
state.error = null;
})
.addCase(fetchProjectRateCardRoleById.fulfilled, (state, action) => {
state.isLoading = false;
state.drawerRole = action.payload || null;
})
.addCase(fetchProjectRateCardRoleById.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
state.drawerRole = null;
})
// Insert many
.addCase(insertProjectRateCardRoles.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(insertProjectRateCardRoles.fulfilled, (state, action) => {
state.isLoading = false;
state.rateCardRoles = action.payload || [];
})
.addCase(insertProjectRateCardRoles.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
})
// Update by id
.addCase(updateProjectRateCardRoleById.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(updateProjectRateCardRoleById.fulfilled, (state, action) => {
state.isLoading = false;
if (state.rateCardRoles && action.payload) {
state.rateCardRoles = state.rateCardRoles.map(role =>
role.id === action.payload.id ? action.payload : role
);
}
})
.addCase(updateProjectRateCardRoleById.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
})
// Update by project id
.addCase(updateProjectRateCardRolesByProjectId.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(updateProjectRateCardRolesByProjectId.fulfilled, (state, action) => {
state.isLoading = false;
state.rateCardRoles = action.payload || [];
})
.addCase(updateProjectRateCardRolesByProjectId.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
})
// Delete by id
.addCase(deleteProjectRateCardRoleById.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(deleteProjectRateCardRoleById.fulfilled, (state, action) => {
state.isLoading = false;
if (state.rateCardRoles && action.payload) {
state.rateCardRoles = state.rateCardRoles.filter(role => role.id !== action.payload.id);
}
})
.addCase(deleteProjectRateCardRoleById.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
})
// Delete by project id
.addCase(deleteProjectRateCardRolesByProjectId.pending, state => {
state.isLoading = true;
state.error = null;
})
.addCase(deleteProjectRateCardRolesByProjectId.fulfilled, state => {
state.isLoading = false;
state.rateCardRoles = [];
})
.addCase(deleteProjectRateCardRolesByProjectId.rejected, (state, action) => {
state.isLoading = false;
state.error = action.payload as string;
});
},
});
export const { toggleDrawer, clearDrawerRole, clearError } = projectFinanceSlice.actions;
export default projectFinanceSlice.reducer;

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@@ -116,6 +116,11 @@ const projectSlice = createSlice({
state.project.phase_label = action.payload;
}
},
updateProjectCurrency: (state, action: PayloadAction<string>) => {
if (state.project) {
state.project.currency = action.payload;
}
},
addTask: (
state,
action: PayloadAction<{ task: IProjectTask; groupId: string; insert?: boolean }>
@@ -143,7 +148,6 @@ const projectSlice = createSlice({
} else {
insert ? group.tasks.unshift(task) : group.tasks.push(task);
}
console.log('addTask', group.tasks);
},
deleteTask: (state, action: PayloadAction<{ taskId: string; index?: number }>) => {
const { taskId, index } = action.payload;
@@ -215,6 +219,7 @@ export const {
setProjectView,
updatePhaseLabel,
setRefreshTimestamp,
updateProjectCurrency
} = projectSlice.actions;
export default projectSlice.reducer;

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@@ -0,0 +1,252 @@
import { rateCardApiService } from '@/api/settings/rate-cards/rate-cards.api.service';
import { RatecardType } from '@/types/project/ratecard.types';
import logger from '@/utils/errorLogger';
import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
type financeState = {
isRatecardDrawerOpen: boolean;
isFinanceDrawerOpen: boolean;
isImportRatecardsDrawerOpen: boolean;
currency: string;
isRatecardsLoading?: boolean;
isFinanceDrawerloading?: boolean;
drawerRatecard?: RatecardType | null;
ratecardsList?: RatecardType[] | null;
selectedTask?: any | null;
};
const initialState: financeState = {
isRatecardDrawerOpen: false,
isFinanceDrawerOpen: false,
isImportRatecardsDrawerOpen: false,
currency: 'USD',
isRatecardsLoading: false,
isFinanceDrawerloading: false,
drawerRatecard: null,
ratecardsList: null,
selectedTask: null,
};
interface FetchRateCardsParams {
index: number;
size: number;
field: string | null;
order: string | null;
search: string | null;
}
// Async thunks
export const fetchRateCards = createAsyncThunk(
'ratecards/fetchAll',
async (params: FetchRateCardsParams, { rejectWithValue }) => {
try {
const response = await rateCardApiService.getRateCards(
params.index,
params.size,
params.field,
params.order,
params.search
);
return response.body;
} catch (error) {
logger.error('Fetch RateCards', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to fetch rate cards');
}
}
);
export const fetchRateCardById = createAsyncThunk(
'ratecard/fetchById',
async (id: string, { rejectWithValue }) => {
try {
const response = await rateCardApiService.getRateCardById(id);
return response.body;
} catch (error) {
logger.error('Fetch RateCardById', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to fetch rate card');
}
}
);
export const createRateCard = createAsyncThunk(
'ratecards/create',
async (body: RatecardType, { rejectWithValue }) => {
try {
const response = await rateCardApiService.createRateCard(body);
return response.body;
} catch (error) {
logger.error('Create RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to create rate card');
}
}
);
export const updateRateCard = createAsyncThunk(
'ratecards/update',
async ({ id, body }: { id: string; body: RatecardType }, { rejectWithValue }) => {
try {
const response = await rateCardApiService.updateRateCard(id, body);
return response.body;
} catch (error) {
logger.error('Update RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to update rate card');
}
}
);
export const deleteRateCard = createAsyncThunk(
'ratecards/delete',
async (id: string, { rejectWithValue }) => {
try {
await rateCardApiService.deleteRateCard(id);
return id;
} catch (error) {
logger.error('Delete RateCard', error);
if (error instanceof Error) {
return rejectWithValue(error.message);
}
return rejectWithValue('Failed to delete rate card');
}
}
);
const financeSlice = createSlice({
name: 'financeReducer',
initialState,
reducers: {
toggleRatecardDrawer: state => {
state.isRatecardDrawerOpen = !state.isRatecardDrawerOpen;
},
toggleFinanceDrawer: state => {
state.isFinanceDrawerOpen = !state.isFinanceDrawerOpen;
},
openFinanceDrawer: (state, action: PayloadAction<any>) => {
state.isFinanceDrawerOpen = true;
state.selectedTask = action.payload;
},
closeFinanceDrawer: state => {
state.isFinanceDrawerOpen = false;
state.selectedTask = null;
},
setSelectedTask: (state, action: PayloadAction<any>) => {
state.selectedTask = action.payload;
},
toggleImportRatecardsDrawer: state => {
state.isImportRatecardsDrawerOpen = !state.isImportRatecardsDrawerOpen;
},
changeCurrency: (state, action: PayloadAction<string>) => {
state.currency = action.payload;
},
ratecardDrawerLoading: (state, action: PayloadAction<boolean>) => {
state.isFinanceDrawerloading = action.payload;
},
clearDrawerRatecard: state => {
state.drawerRatecard = null;
},
},
extraReducers: builder => {
builder
.addCase(fetchRateCards.pending, state => {
state.isRatecardsLoading = true;
})
.addCase(fetchRateCards.fulfilled, (state, action) => {
state.isRatecardsLoading = false;
state.ratecardsList = Array.isArray(action.payload.data)
? action.payload.data
: Array.isArray(action.payload)
? action.payload
: [];
})
.addCase(fetchRateCards.rejected, state => {
state.isRatecardsLoading = false;
state.ratecardsList = [];
})
.addCase(fetchRateCardById.pending, state => {
state.isFinanceDrawerloading = true;
state.drawerRatecard = null;
})
.addCase(fetchRateCardById.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
state.drawerRatecard = action.payload;
})
.addCase(fetchRateCardById.rejected, state => {
state.isFinanceDrawerloading = false;
state.drawerRatecard = null;
})
// Create rate card
.addCase(createRateCard.pending, state => {
state.isFinanceDrawerloading = true;
})
.addCase(createRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
if (state.ratecardsList) {
state.ratecardsList.push(action.payload);
} else {
state.ratecardsList = [action.payload];
}
})
.addCase(createRateCard.rejected, state => {
state.isFinanceDrawerloading = false;
})
// Update rate card
.addCase(updateRateCard.pending, state => {
state.isFinanceDrawerloading = true;
})
.addCase(updateRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
// Update the drawerRatecard with the new data
state.drawerRatecard = action.payload;
// Update the rate card in the list if it exists
if (state.ratecardsList && action.payload?.id) {
const index = state.ratecardsList.findIndex(rc => rc.id === action.payload.id);
if (index !== -1) {
state.ratecardsList[index] = action.payload;
}
}
})
.addCase(updateRateCard.rejected, state => {
state.isFinanceDrawerloading = false;
})
// Delete rate card
.addCase(deleteRateCard.pending, state => {
state.isFinanceDrawerloading = true;
})
.addCase(deleteRateCard.fulfilled, (state, action) => {
state.isFinanceDrawerloading = false;
// Remove the deleted rate card from the list
if (state.ratecardsList) {
state.ratecardsList = state.ratecardsList.filter(rc => rc.id !== action.payload);
}
// Clear drawer rate card if it was the deleted one
if (state.drawerRatecard?.id === action.payload) {
state.drawerRatecard = null;
}
})
.addCase(deleteRateCard.rejected, state => {
state.isFinanceDrawerloading = false;
});
},
});
export const {
toggleRatecardDrawer,
toggleFinanceDrawer,
openFinanceDrawer,
closeFinanceDrawer,
setSelectedTask,
toggleImportRatecardsDrawer,
changeCurrency,
ratecardDrawerLoading,
clearDrawerRatecard,
} = financeSlice.actions;
export default financeSlice.reducer;

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import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
import {
IProjectFinanceGroup,
IProjectFinanceTask,
IProjectRateCard,
IProjectFinanceProject,
} from '@/types/project/project-finance.types';
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[];
project: IProjectFinanceProject | null;
}
// Enhanced utility functions for efficient frontend calculations
const secondsToHours = (seconds: number) => seconds / 3600;
const calculateTaskCosts = (task: IProjectFinanceTask) => {
const hours = secondsToHours(task.estimated_seconds || 0);
const timeLoggedHours = secondsToHours(task.total_time_logged_seconds || 0);
const totalBudget = (task.estimated_cost || 0) + (task.fixed_cost || 0);
// task.total_actual already includes actual_cost_from_logs + fixed_cost from backend
const totalActual = task.total_actual || 0;
const variance = totalActual - totalBudget;
return {
hours,
timeLoggedHours,
totalBudget,
totalActual,
variance,
};
};
// Memoization cache for task calculations to improve performance
const taskCalculationCache = new Map<
string,
{
task: IProjectFinanceTask;
result: IProjectFinanceTask;
timestamp: number;
}
>();
// Cache cleanup interval (5 minutes)
const CACHE_CLEANUP_INTERVAL = 5 * 60 * 1000;
const CACHE_MAX_AGE = 10 * 60 * 1000; // 10 minutes
// Periodic cache cleanup
setInterval(() => {
const now = Date.now();
Array.from(taskCalculationCache.entries()).forEach(([key, value]) => {
if (now - value.timestamp > CACHE_MAX_AGE) {
taskCalculationCache.delete(key);
}
});
}, CACHE_CLEANUP_INTERVAL);
// Generate cache key for task
const generateTaskCacheKey = (task: IProjectFinanceTask): string => {
return `${task.id}-${task.estimated_cost}-${task.fixed_cost}-${task.total_actual}-${task.estimated_seconds}-${task.total_time_logged_seconds}`;
};
// Check if task has changed significantly to warrant recalculation
const hasTaskChanged = (oldTask: IProjectFinanceTask, newTask: IProjectFinanceTask): boolean => {
return (
oldTask.estimated_cost !== newTask.estimated_cost ||
oldTask.fixed_cost !== newTask.fixed_cost ||
oldTask.total_actual !== newTask.total_actual ||
oldTask.estimated_seconds !== newTask.estimated_seconds ||
oldTask.total_time_logged_seconds !== newTask.total_time_logged_seconds
);
};
// Optimized recursive calculation for task hierarchy with memoization
const recalculateTaskHierarchy = (tasks: IProjectFinanceTask[]): IProjectFinanceTask[] => {
return tasks.map(task => {
// If task has loaded subtasks, recalculate from subtasks
if (task.sub_tasks && task.sub_tasks.length > 0) {
const updatedSubTasks = recalculateTaskHierarchy(task.sub_tasks);
// Calculate totals from subtasks only (for time and costs from logs)
const subtaskTotals = updatedSubTasks.reduce(
(acc, subtask) => ({
estimated_cost: acc.estimated_cost + (subtask.estimated_cost || 0),
fixed_cost: acc.fixed_cost + (subtask.fixed_cost || 0),
actual_cost_from_logs: acc.actual_cost_from_logs + (subtask.actual_cost_from_logs || 0),
estimated_seconds: acc.estimated_seconds + (subtask.estimated_seconds || 0),
total_time_logged_seconds:
acc.total_time_logged_seconds + (subtask.total_time_logged_seconds || 0),
}),
{
estimated_cost: 0,
fixed_cost: 0,
actual_cost_from_logs: 0,
estimated_seconds: 0,
total_time_logged_seconds: 0,
}
);
// For parent tasks with loaded subtasks: use ONLY the subtask totals
// The parent's original values were backend-aggregated, now we use frontend subtask aggregation
const totalFixedCost = subtaskTotals.fixed_cost; // Only subtask fixed costs
const totalEstimatedCost = subtaskTotals.estimated_cost; // Only subtask estimated costs
const totalActualCostFromLogs = subtaskTotals.actual_cost_from_logs; // Only subtask logged costs
const totalActual = totalActualCostFromLogs + totalFixedCost;
// Update parent task with aggregated values
const updatedTask = {
...task,
sub_tasks: updatedSubTasks,
estimated_cost: totalEstimatedCost,
fixed_cost: totalFixedCost,
actual_cost_from_logs: totalActualCostFromLogs,
total_actual: totalActual,
estimated_seconds: subtaskTotals.estimated_seconds,
total_time_logged_seconds: subtaskTotals.total_time_logged_seconds,
total_budget: totalEstimatedCost + totalFixedCost,
variance: totalActual - (totalEstimatedCost + totalFixedCost),
};
return updatedTask;
}
// For parent tasks without loaded subtasks, trust backend-calculated values
if (task.sub_tasks_count > 0 && (!task.sub_tasks || task.sub_tasks.length === 0)) {
// Parent task with unloaded subtasks - backend has already calculated aggregated values
const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
return {
...task,
total_budget: totalBudget,
total_actual: totalActual,
variance: variance,
};
}
// For leaf tasks, check cache first
const cacheKey = generateTaskCacheKey(task);
const cached = taskCalculationCache.get(cacheKey);
if (cached && !hasTaskChanged(cached.task, task)) {
return { ...cached.result, ...task }; // Merge with current task to preserve other properties
}
// For leaf tasks, just recalculate their own values
const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
const updatedTask = {
...task,
total_budget: totalBudget,
total_actual: totalActual,
variance: variance,
};
// Cache the result only for leaf tasks
taskCalculationCache.set(cacheKey, {
task: { ...task },
result: updatedTask,
timestamp: Date.now(),
});
return updatedTask;
});
};
// Optimized function to find and update a specific task, then recalculate hierarchy
const updateTaskAndRecalculateHierarchy = (
tasks: IProjectFinanceTask[],
targetId: string,
updateFn: (task: IProjectFinanceTask) => IProjectFinanceTask
): { updated: boolean; tasks: IProjectFinanceTask[] } => {
let updated = false;
const updatedTasks = tasks.map(task => {
if (task.id === targetId) {
updated = true;
return updateFn(task);
}
// Search in subtasks recursively
if (task.sub_tasks && task.sub_tasks.length > 0) {
const result = updateTaskAndRecalculateHierarchy(task.sub_tasks, targetId, updateFn);
if (result.updated) {
updated = true;
return {
...task,
sub_tasks: result.tasks,
};
}
}
return task;
});
// If a task was updated, recalculate the entire hierarchy to ensure parent totals are correct
return {
updated,
tasks: updated ? recalculateTaskHierarchy(updatedTasks) : updatedTasks,
};
};
const initialState: ProjectFinanceState = {
activeTab: 'finance',
activeGroup: 'status',
billableFilter: 'billable',
loading: false,
taskGroups: [],
projectRateCards: [],
project: null,
};
export const fetchProjectFinances = createAsyncThunk(
'projectFinances/fetchProjectFinances',
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,
billableFilter,
resetExpansions = false,
}: {
projectId: string;
groupBy: GroupTypes;
billableFilter?: BillableFilterType;
resetExpansions?: boolean;
}) => {
const response = await projectFinanceApiService.getProjectTasks(
projectId,
groupBy,
billableFilter
);
return { ...response.body, resetExpansions };
}
);
export const fetchSubTasks = createAsyncThunk(
'projectFinances/fetchSubTasks',
async ({
projectId,
parentTaskId,
billableFilter,
}: {
projectId: string;
parentTaskId: string;
billableFilter?: BillableFilterType;
}) => {
const response = await projectFinanceApiService.getSubTasks(
projectId,
parentTaskId,
billableFilter
);
return { parentTaskId, subTasks: response.body };
}
);
export const updateTaskFixedCostAsync = createAsyncThunk(
'projectFinances/updateTaskFixedCostAsync',
async ({
taskId,
groupId,
fixedCost,
}: {
taskId: string;
groupId: string;
fixedCost: number;
}) => {
await projectFinanceApiService.updateTaskFixedCost(taskId, fixedCost);
return { taskId, groupId, fixedCost };
}
);
export const updateProjectCalculationMethodAsync = createAsyncThunk(
'projectFinances/updateProjectCalculationMethodAsync',
async ({
projectId,
calculationMethod,
hoursPerDay,
}: {
projectId: string;
calculationMethod: 'hourly' | 'man_days';
hoursPerDay?: number;
}) => {
await projectFinanceApiService.updateProjectCalculationMethod(
projectId,
calculationMethod,
hoursPerDay
);
return { calculationMethod, hoursPerDay };
}
);
export const updateTaskEstimatedManDaysAsync = createAsyncThunk(
'projectFinances/updateTaskEstimatedManDaysAsync',
async ({
taskId,
groupId,
estimatedManDays,
}: {
taskId: string;
groupId: string;
estimatedManDays: number;
}) => {
await projectFinanceApiService.updateTaskEstimatedManDays(taskId, estimatedManDays);
return { taskId, groupId, estimatedManDays };
}
);
export const updateRateCardManDayRateAsync = createAsyncThunk(
'projectFinances/updateRateCardManDayRateAsync',
async ({ rateCardRoleId, manDayRate }: { rateCardRoleId: string; manDayRate: number }) => {
await projectFinanceApiService.updateRateCardManDayRate(rateCardRoleId, manDayRate);
return { rateCardRoleId, manDayRate };
}
);
// Function to clear calculation cache (useful for testing or when data is refreshed)
const clearCalculationCache = () => {
taskCalculationCache.clear();
};
export const projectFinancesSlice = createSlice({
name: 'projectFinances',
initialState,
reducers: {
setActiveTab: (state, action: PayloadAction<FinanceTabType>) => {
state.activeTab = action.payload;
},
setActiveGroup: (state, action: PayloadAction<GroupTypes>) => {
state.activeGroup = action.payload;
},
setBillableFilter: (state, action: PayloadAction<BillableFilterType>) => {
state.billableFilter = action.payload;
},
resetAllTaskExpansions: state => {
// Recursive function to reset all expansion states
const resetExpansionStates = (tasks: IProjectFinanceTask[]): IProjectFinanceTask[] => {
return tasks.map(task => ({
...task,
show_sub_tasks: false,
sub_tasks: task.sub_tasks ? resetExpansionStates(task.sub_tasks) : task.sub_tasks,
}));
};
// Reset expansion states for all groups
state.taskGroups = state.taskGroups.map(group => ({
...group,
tasks: resetExpansionStates(group.tasks),
}));
},
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);
if (group) {
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
fixed_cost: fixedCost,
}));
if (result.updated) {
group.tasks = result.tasks;
}
}
},
updateTaskEstimatedCost: (
state,
action: PayloadAction<{ taskId: string; groupId: string; estimatedCost: number }>
) => {
const { taskId, groupId, estimatedCost } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
estimated_cost: estimatedCost,
}));
if (result.updated) {
group.tasks = result.tasks;
}
}
},
updateTaskTimeLogged: (
state,
action: PayloadAction<{
taskId: string;
groupId: string;
timeLoggedSeconds: number;
timeLoggedString: string;
totalActual: number;
}>
) => {
const { taskId, groupId, timeLoggedSeconds, timeLoggedString, totalActual } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
total_time_logged_seconds: timeLoggedSeconds,
total_time_logged: timeLoggedString,
total_actual: totalActual,
}));
if (result.updated) {
group.tasks = result.tasks;
}
}
},
toggleTaskExpansion: (state, action: PayloadAction<{ taskId: string; groupId: string }>) => {
const { taskId, groupId } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
// Recursive function to find and toggle a task in the hierarchy
const findAndToggleTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
for (const task of tasks) {
if (task.id === targetId) {
task.show_sub_tasks = !task.show_sub_tasks;
return true;
}
// Search in subtasks recursively
if (task.sub_tasks && findAndToggleTask(task.sub_tasks, targetId)) {
return true;
}
}
return false;
};
findAndToggleTask(group.tasks, taskId);
}
},
updateProjectFinanceCurrency: (state, action: PayloadAction<string>) => {
if (state.project) {
state.project.currency = action.payload;
}
},
updateProjectCalculationMethod: (
state,
action: PayloadAction<{ calculationMethod: 'hourly' | 'man_days'; hoursPerDay?: number }>
) => {
if (state.project) {
state.project.calculation_method = action.payload.calculationMethod;
if (action.payload.hoursPerDay !== undefined) {
state.project.hours_per_day = action.payload.hoursPerDay;
}
}
},
updateTaskEstimatedManDays: (
state,
action: PayloadAction<{ taskId: string; groupId: string; estimatedManDays: number }>
) => {
const { taskId, groupId, estimatedManDays } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
estimated_man_days: estimatedManDays,
}));
if (result.updated) {
group.tasks = result.tasks;
}
}
},
updateRateCardManDayRate: (
state,
action: PayloadAction<{ rateCardRoleId: string; manDayRate: number }>
) => {
const { rateCardRoleId, manDayRate } = action.payload;
const rateCard = state.projectRateCards.find(rc => rc.id === rateCardRoleId);
if (rateCard) {
rateCard.man_day_rate = manDayRate.toString();
}
},
},
extraReducers: builder => {
builder
.addCase(fetchProjectFinances.pending, state => {
state.loading = true;
})
.addCase(fetchProjectFinances.fulfilled, (state, action) => {
state.loading = false;
// Apply hierarchy recalculation to ensure parent tasks show correct aggregated values
const recalculatedGroups = action.payload.groups.map((group: IProjectFinanceGroup) => ({
...group,
tasks: recalculateTaskHierarchy(group.tasks),
}));
state.taskGroups = recalculatedGroups;
state.projectRateCards = action.payload.project_rate_cards;
state.project = action.payload.project;
// Clear cache when fresh data is loaded
clearCalculationCache();
})
.addCase(fetchProjectFinances.rejected, state => {
state.loading = false;
})
.addCase(fetchProjectFinancesSilent.fulfilled, (state, action) => {
const { resetExpansions, ...payload } = action.payload;
if (resetExpansions) {
// Reset all expansions and load fresh data
const recalculatedGroups = payload.groups.map((group: IProjectFinanceGroup) => ({
...group,
tasks: recalculateTaskHierarchy(group.tasks),
}));
state.taskGroups = recalculatedGroups;
} else {
// Helper function to preserve expansion state and sub_tasks during updates
const preserveExpansionState = (
existingTasks: IProjectFinanceTask[],
newTasks: IProjectFinanceTask[]
): IProjectFinanceTask[] => {
return newTasks.map(newTask => {
const existingTask = existingTasks.find(t => t.id === newTask.id);
if (existingTask) {
// Preserve expansion state and subtasks
const updatedTask = {
...newTask,
show_sub_tasks: existingTask.show_sub_tasks,
sub_tasks: existingTask.sub_tasks
? preserveExpansionState(existingTask.sub_tasks, newTask.sub_tasks || [])
: newTask.sub_tasks,
};
return updatedTask;
}
return newTask;
});
};
// Update groups while preserving expansion state and applying hierarchy recalculation
const updatedTaskGroups = payload.groups.map((newGroup: IProjectFinanceGroup) => {
const existingGroup = state.taskGroups.find(g => g.group_id === newGroup.group_id);
if (existingGroup) {
const tasksWithExpansion = preserveExpansionState(
existingGroup.tasks,
newGroup.tasks
);
return {
...newGroup,
tasks: recalculateTaskHierarchy(tasksWithExpansion),
};
}
return {
...newGroup,
tasks: recalculateTaskHierarchy(newGroup.tasks),
};
});
state.taskGroups = updatedTaskGroups;
}
// Update data without changing loading state for silent refresh
state.projectRateCards = payload.project_rate_cards;
state.project = payload.project;
// Clear cache when data is refreshed from backend
clearCalculationCache();
})
.addCase(updateTaskFixedCostAsync.fulfilled, (state, action) => {
const { taskId, groupId, fixedCost } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
// Update the specific task's fixed cost and recalculate the entire hierarchy
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
fixed_cost: fixedCost,
}));
if (result.updated) {
group.tasks = result.tasks;
clearCalculationCache();
}
}
})
.addCase(fetchSubTasks.fulfilled, (state, action) => {
const { parentTaskId, subTasks } = action.payload;
// Recursive function to find and update a task in the hierarchy
const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
for (const task of tasks) {
if (task.id === targetId) {
// Found the parent task, add subtasks
task.sub_tasks = subTasks.map(subTask => ({
...subTask,
is_sub_task: true,
parent_task_id: targetId,
}));
task.show_sub_tasks = true;
return true;
}
// Search in subtasks recursively
if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
return true;
}
}
return false;
};
// Find the parent task in any group and add the subtasks
for (const group of state.taskGroups) {
if (findAndUpdateTask(group.tasks, parentTaskId)) {
// Recalculate the hierarchy after adding subtasks to ensure parent values are correct
group.tasks = recalculateTaskHierarchy(group.tasks);
break;
}
}
})
.addCase(updateProjectCalculationMethodAsync.fulfilled, (state, action) => {
if (state.project) {
state.project.calculation_method = action.payload.calculationMethod;
if (action.payload.hoursPerDay !== undefined) {
state.project.hours_per_day = action.payload.hoursPerDay;
}
}
})
.addCase(updateTaskEstimatedManDaysAsync.fulfilled, (state, action) => {
const { taskId, groupId, estimatedManDays } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
const result = updateTaskAndRecalculateHierarchy(group.tasks, taskId, task => ({
...task,
estimated_man_days: estimatedManDays,
}));
if (result.updated) {
group.tasks = result.tasks;
clearCalculationCache();
}
}
})
.addCase(updateRateCardManDayRateAsync.fulfilled, (state, action) => {
const { rateCardRoleId, manDayRate } = action.payload;
const rateCard = state.projectRateCards.find(rc => rc.id === rateCardRoleId);
if (rateCard) {
rateCard.man_day_rate = manDayRate.toString();
}
});
},
});
export const {
setActiveTab,
setActiveGroup,
setBillableFilter,
resetAllTaskExpansions,
updateTaskFixedCost,
updateTaskEstimatedCost,
updateTaskTimeLogged,
toggleTaskExpansion,
updateProjectFinanceCurrency,
updateProjectCalculationMethod,
updateTaskEstimatedManDays,
updateRateCardManDayRate,
} = projectFinancesSlice.actions;
export default projectFinancesSlice.reducer;