feat(project-finance): enhance project finance view and calculations
- Added a new SQL view `project_finance_view` to aggregate project financial data. - Updated `project-finance-controller.ts` to fetch and group tasks by status, priority, or phases, including financial calculations for estimated costs, actual costs, and variances. - Enhanced frontend components to display total time logged, estimated costs, and fixed costs in the finance table. - Introduced new utility functions for formatting hours and calculating totals. - Updated localization files to include new financial columns in English, Spanish, and Portuguese. - Implemented Redux slice for managing project finance state and actions for updating task costs.
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@@ -6372,3 +6372,44 @@ BEGIN
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);
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END;
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$$;
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CREATE OR REPLACE VIEW project_finance_view AS
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SELECT
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t.id,
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t.name,
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t.total_minutes / 3600.0 as estimated_hours,
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COALESCE((SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id), 0) / 3600.0 as total_time_logged,
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COALESCE((SELECT SUM(rate * (time_spent / 3600.0))
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FROM task_work_log twl
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LEFT JOIN users u ON twl.user_id = u.id
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LEFT JOIN team_members tm ON u.id = tm.user_id
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LEFT JOIN project_members pm ON tm.id = pm.team_member_id
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LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
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WHERE twl.task_id = t.id), 0) as estimated_cost,
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0 as fixed_cost, -- Default to 0 since the column doesn't exist
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COALESCE(t.total_minutes / 3600.0 *
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(SELECT rate FROM finance_project_rate_card_roles
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WHERE project_id = t.project_id
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AND id = (SELECT project_rate_card_role_id FROM project_members WHERE team_member_id = t.reporter_id LIMIT 1)
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LIMIT 1), 0) as total_budgeted_cost,
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COALESCE((SELECT SUM(rate * (time_spent / 3600.0))
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FROM task_work_log twl
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LEFT JOIN users u ON twl.user_id = u.id
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LEFT JOIN team_members tm ON u.id = tm.user_id
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LEFT JOIN project_members pm ON tm.id = pm.team_member_id
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LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
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WHERE twl.task_id = t.id), 0) as total_actual_cost,
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COALESCE((SELECT SUM(rate * (time_spent / 3600.0))
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FROM task_work_log twl
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LEFT JOIN users u ON twl.user_id = u.id
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LEFT JOIN team_members tm ON u.id = tm.user_id
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LEFT JOIN project_members pm ON tm.id = pm.team_member_id
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LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
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WHERE twl.task_id = t.id), 0) -
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COALESCE(t.total_minutes / 3600.0 *
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(SELECT rate FROM finance_project_rate_card_roles
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WHERE project_id = t.project_id
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AND id = (SELECT project_rate_card_role_id FROM project_members WHERE team_member_id = t.reporter_id LIMIT 1)
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LIMIT 1), 0) as variance,
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t.project_id
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FROM tasks t;
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