Merge pull request #145 from shancds/feature/project-finance

Feature/project finance

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

@@ -35,7 +35,8 @@
     "ratecardsPluralText": "Rate Card Templates",
     "deleteConfirm": "Are you sure ?",
     "yes": "Yes",
-    "no": "No"
+    "no": "No",
+    "alreadyImportedRateCardMessage": "A rate card has already been imported. Clear all imported rate cards to add a new one."
 
   }
   

worklenz-frontend/src/components/project-ratecard/ratecard-assignee-selector.tsx

@@ -23,7 +23,8 @@ const RateCardAssigneeSelector = ({
   onChange,
   selectedMemberIds = [],
   memberlist = [],
-}: RateCardAssigneeSelectorProps) => {
+  assignedMembers = [], // New prop: List of all assigned member IDs across all job titles
+}: RateCardAssigneeSelectorProps & { assignedMembers: string[] }) => {
   const membersInputRef = useRef<InputRef>(null);
   const [searchQuery, setSearchQuery] = useState('');
   const [members, setMembers] = useState<IProjectMemberViewModel[]>(memberlist);
@@ -46,7 +47,12 @@ const RateCardAssigneeSelector = ({
       />
       <List style={{ padding: 0, maxHeight: 200, overflow: 'auto' }}>
         {filteredMembers.length ? (
-          filteredMembers.map((member) => (
+          filteredMembers.map((member) => {
+            const isAssignedToAnotherJobTitle =
+              assignedMembers.includes(member.id || '') &&
+              !selectedMemberIds.includes(member.id || ''); // Check if the member is assigned elsewhere
+
+            return (
               <List.Item
                 key={member.id}
                 style={{
@@ -55,14 +61,14 @@ const RateCardAssigneeSelector = ({
                   alignItems: 'center',
                   padding: '4px 8px',
                   border: 'none',
-                opacity: member.pending_invitation ? 0.5 : 1,
+                  opacity: member.pending_invitation || isAssignedToAnotherJobTitle ? 0.5 : 1,
                   justifyContent: 'flex-start',
                   textAlign: 'left',
                 }}
               >
                 <Checkbox
                   checked={selectedMemberIds.includes(member.id || '')}
-                disabled={member.pending_invitation}
+                  disabled={member.pending_invitation || isAssignedToAnotherJobTitle}
                   onChange={() => onChange?.(member.id || '')}
                 />
                 <SingleAvatar
@@ -72,7 +78,8 @@ const RateCardAssigneeSelector = ({
                 />
                 <span>{member.name}</span>
               </List.Item>
-          ))
+            );
+          })
         ) : (
           <Empty description="No members found" />
         )}

worklenz-frontend/src/features/finance/ratecard-drawer/import-ratecards-drawer.tsx

@@ -1,4 +1,4 @@
-import { Drawer, Typography, Button, Table, Menu, Flex, Spin } from 'antd';
+import { Drawer, Typography, Button, Table, Menu, Flex, Spin, Alert } from 'antd';
 import React, { useEffect, useState } from 'react';
 import { useTranslation } from 'react-i18next';
 import { useAppSelector } from '../../../hooks/useAppSelector';
@@ -84,10 +84,21 @@ const ImportRatecardsDrawer: React.FC = () => {
         </Typography.Text>
       }
       footer={
+        <div style={{ textAlign: 'right' }}>
+          {/* Alert message */}
+          {rolesRedux.length !== 0 ? (
+            <div style={{ textAlign: 'right' }}>
+              <Alert
+                message={t('alreadyImportedRateCardMessage') || 'A rate card has already been imported. Clear all imported rate cards to add a new one.'}
+                type="warning"
+                showIcon
+                style={{ marginBottom: 16 }}
+              />
+            </div>
+          ) : (
             <div style={{ textAlign: 'right' }}>
               <Button
                 type="primary"
-            disabled={rolesRedux.length !== 0}
                 onClick={() => {
                   if (!projectId) {
                     // Handle missing project id (show error, etc.)
@@ -112,6 +123,8 @@ const ImportRatecardsDrawer: React.FC = () => {
                 {t('import')}
               </Button>
             </div>
+          )}
+        </div>
       }
       open={isDrawerOpen}
       onClose={() => dispatch(toggleImportRatecardsDrawer())}

worklenz-frontend/src/features/finance/ratecard-drawer/ratecard-drawer.tsx

@@ -307,8 +307,8 @@ const RatecardDrawer = ({
     },
   ];
 
-  const handleDrawerClose = () => {
+  const handleDrawerClose = async() => {
-    if (!name || name.trim() === '' || name === 'Untitled Rate Card') {
+    if (!name || name.trim() === '') {
       messageApi.open({
         type: 'warning',
         content: t('ratecardNameRequired') || 'Rate card name is required.',
@@ -316,7 +316,12 @@ const RatecardDrawer = ({
       return;
     } else if (hasChanges) {
       setShowUnsavedAlert(true);
-    } else {
+    } 
+    else if (name === 'Untitled Rate Card' && roles.length === 0){
+      await dispatch(deleteRateCard(ratecardId));
+      dispatch(toggleRatecardDrawer());
+    }
+    else {
       dispatch(toggleRatecardDrawer());
     }
   };

worklenz-frontend/src/pages/projects/projectView/finance/ratecard-tab/reatecard-table/ratecard-table.tsx

@@ -191,6 +191,10 @@ const RatecardTable: React.FC = () => {
     }
   };
 
+  const assignedMembers = roles
+    .flatMap((role) => role.members || [])
+    .filter((memberId, index, self) => self.indexOf(memberId) === index);
+
   // Columns
   const columns: TableProps<JobRoleType>['columns'] = [
     {
@@ -267,6 +271,7 @@ const RatecardTable: React.FC = () => {
               selectedMemberIds={memberscol || []}
               onChange={(memberId) => handleMemberChange(memberId, index, record)}
               memberlist={members}
+              assignedMembers={assignedMembers} // Pass assigned members here
             />
           </div>
         </div>