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

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Feature/project finance
This commit is contained in:
Chamika J
2025-05-28 13:02:34 +05:30
committed by GitHub
parent 07bc5e6030 cae5524168
commit ad9e940987
5 changed files with 180 additions and 149 deletions
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3
worklenz-frontend/public/locales/en/project-view-finance.json
View File

@@ -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."
}

63
worklenz-frontend/src/components/project-ratecard/ratecard-assignee-selector.tsx
View File

@@ -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);
@@ -46,33 +47,39 @@ const RateCardAssigneeSelector = ({
/>
<List style={{ padding: 0, maxHeight: 200, overflow: 'auto' }}>
{filteredMembers.length ? (
filteredMembers.map((member) => (
<List.Item
key={member.id}
style={{
display: 'flex',
gap: 8,
alignItems: 'center',
padding: '4px 8px',
border: 'none',
opacity: member.pending_invitation ? 0.5 : 1,
justifyContent: 'flex-start',
textAlign: 'left',
}}
>
<Checkbox
checked={selectedMemberIds.includes(member.id || '')}
disabled={member.pending_invitation}
onChange={() => onChange?.(member.id || '')}
/>
<SingleAvatar
avatarUrl={member.avatar_url}
name={member.name}
email={member.email}
/>
<span>{member.name}</span>
</List.Item>
))
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={{
display: 'flex',
gap: 8,
alignItems: 'center',
padding: '4px 8px',
border: 'none',
opacity: member.pending_invitation || isAssignedToAnotherJobTitle ? 0.5 : 1,
justifyContent: 'flex-start',
textAlign: 'left',
}}
>
<Checkbox
checked={selectedMemberIds.includes(member.id || '')}
disabled={member.pending_invitation || isAssignedToAnotherJobTitle}
onChange={() => onChange?.(member.id || '')}
/>
<SingleAvatar
avatarUrl={member.avatar_url}
name={member.name}
email={member.email}
/>
<span>{member.name}</span>
</List.Item>
);
})
) : (
<Empty description="No members found" />
)}

67
worklenz-frontend/src/features/finance/ratecard-drawer/import-ratecards-drawer.tsx
View File

@@ -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';
@@ -85,32 +85,45 @@ const ImportRatecardsDrawer: React.FC = () => {
}
footer={
<div style={{ textAlign: 'right' }}>
<Button
type="primary"
disabled={rolesRedux.length !== 0}
onClick={() => {
if (!projectId) {
// Handle missing project id (show error, etc.)
return;
}
if (drawerRatecard?.jobRolesList?.length) {
dispatch(
insertProjectRateCardRoles({
project_id: projectId,
roles: drawerRatecard.jobRolesList
.filter((role) => typeof role.rate !== 'undefined')
.map((role) => ({
...role,
rate: Number(role.rate),
})),
})
);
}
dispatch(toggleImportRatecardsDrawer());
}}
>
{t('import')}
</Button>
{/* 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"
onClick={() => {
if (!projectId) {
// Handle missing project id (show error, etc.)
return;
}
if (drawerRatecard?.jobRolesList?.length) {
dispatch(
insertProjectRateCardRoles({
project_id: projectId,
roles: drawerRatecard.jobRolesList
.filter((role) => typeof role.rate !== 'undefined')
.map((role) => ({
...role,
rate: Number(role.rate),
})),
})
);
}
dispatch(toggleImportRatecardsDrawer());
}}
>
{t('import')}
</Button>
</div>
)}
</div>
}
open={isDrawerOpen}

191
worklenz-frontend/src/features/finance/ratecard-drawer/ratecard-drawer.tsx
View File

@@ -307,16 +307,21 @@ const RatecardDrawer = ({
},
];
const handleDrawerClose = () => {
if (!name || name.trim() === '' || name === 'Untitled Rate Card') {
const handleDrawerClose = async() => {
if (!name || name.trim() === '') {
messageApi.open({
type: 'warning',
content: t('ratecardNameRequired') || 'Rate card name is required.',
});
return;
} else if (hasChanges) {
type: 'warning',
content: t('ratecardNameRequired') || 'Rate card name is required.',
});
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());
}
};
@@ -339,95 +344,95 @@ const RatecardDrawer = ({
return (
<>
{contextHolder}
<Drawer
loading={drawerLoading}
onClose={handleDrawerClose}
title={
<Flex align="center" justify="space-between">
<Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
<Input
value={name}
placeholder="Enter rate card name"
style={{
fontWeight: 500,
fontSize: 16,
background: 'transparent',
border: 'none',
boxShadow: 'none',
padding: 0,
}}
onChange={e => {
setName(e.target.value);
}}
/>
</Typography.Text>
<Flex gap={8} align="center">
<Typography.Text>{t('currency')}</Typography.Text>
<Select
value={currency}
options={[
{ value: 'USD', label: 'USD' },
{ value: 'LKR', label: 'LKR' },
{ value: 'INR', label: 'INR' },
]}
onChange={(value) => setCurrency(value)}
/>
<Button onClick={handleAddAllRoles} type="default">
{t('addAllButton') || 'Add All'}
{contextHolder}
<Drawer
loading={drawerLoading}
onClose={handleDrawerClose}
title={
<Flex align="center" justify="space-between">
<Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
<Input
value={name}
placeholder="Enter rate card name"
style={{
fontWeight: 500,
fontSize: 16,
background: 'transparent',
border: 'none',
boxShadow: 'none',
padding: 0,
}}
onChange={e => {
setName(e.target.value);
}}
/>
</Typography.Text>
<Flex gap={8} align="center">
<Typography.Text>{t('currency')}</Typography.Text>
<Select
value={currency}
options={[
{ value: 'USD', label: 'USD' },
{ value: 'LKR', label: 'LKR' },
{ value: 'INR', label: 'INR' },
]}
onChange={(value) => setCurrency(value)}
/>
<Button onClick={handleAddAllRoles} type="default">
{t('addAllButton') || 'Add All'}
</Button>
</Flex>
</Flex>
}
open={isDrawerOpen}
width={700}
footer={
<Flex justify="end" gap={16} style={{ marginTop: 16 }}>
<Button style={{ marginBottom: 24 }} onClick={handleSave} type="primary" disabled={name === '' || (name === 'Untitled Rate Card' && roles.length === 0)}>
{t('saveButton')}
</Button>
</Flex>
</Flex>
}
open={isDrawerOpen}
width={700}
footer={
<Flex justify="end" gap={16} style={{ marginTop: 16 }}>
<Button style={{ marginBottom: 24 }} onClick={handleSave} type="primary" disabled={name === '' || (name === 'Untitled Rate Card' && roles.length === 0)}>
{t('saveButton')}
</Button>
</Flex>
}
>
{showUnsavedAlert && (
<Alert
message={t('unsavedChangesTitle') || 'Unsaved Changes'}
type="warning"
showIcon
closable
onClose={() => setShowUnsavedAlert(false)}
action={
<Space direction="horizontal">
<Button size="small" type="primary" onClick={handleConfirmSave}>
Save
</Button>
<Button size="small" danger onClick={handleConfirmDiscard}>
Discard
</Button>
</Space>
}
style={{ marginBottom: 16 }}
/>
)}
<Table
dataSource={roles}
columns={columns}
rowKey={(record) => record.job_title_id}
pagination={false}
footer={() => (
<Button
type="dashed"
onClick={handleAddRole}
block
style={{ margin: 0, padding: 0 }}
>
{t('addRoleButton')}
</Button>
}
>
{showUnsavedAlert && (
<Alert
message={t('unsavedChangesTitle') || 'Unsaved Changes'}
type="warning"
showIcon
closable
onClose={() => setShowUnsavedAlert(false)}
action={
<Space direction="horizontal">
<Button size="small" type="primary" onClick={handleConfirmSave}>
Save
</Button>
<Button size="small" danger onClick={handleConfirmDiscard}>
Discard
</Button>
</Space>
}
style={{ marginBottom: 16 }}
/>
)}
/>
</Drawer>
<Table
dataSource={roles}
columns={columns}
rowKey={(record) => record.job_title_id}
pagination={false}
footer={() => (
<Button
type="dashed"
onClick={handleAddRole}
block
style={{ margin: 0, padding: 0 }}
>
{t('addRoleButton')}
</Button>
)}
/>
</Drawer>
</>
);
};

5
worklenz-frontend/src/pages/projects/projectView/finance/ratecard-tab/reatecard-table/ratecard-table.tsx
View File

@@ -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>