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.
This commit is contained in:
chamikaJ
2025-05-23 08:32:48 +05:30
parent 096163d9c0
commit b320a7b260
18 changed files with 683 additions and 395 deletions

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import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
import { IProjectFinanceGroup, IProjectFinanceTask } from '@/types/project/project-finance.types';
type FinanceTabType = 'finance' | 'ratecard';
type GroupTypes = 'status' | 'priority' | 'phases';
interface ProjectFinanceState {
activeTab: FinanceTabType;
activeGroup: GroupTypes;
loading: boolean;
taskGroups: IProjectFinanceGroup[];
}
// Utility functions for frontend calculations
const minutesToHours = (minutes: number) => minutes / 60;
const calculateTaskCosts = (task: IProjectFinanceTask) => {
const hours = minutesToHours(task.estimated_hours || 0);
const timeLoggedHours = minutesToHours(task.total_time_logged || 0);
const fixedCost = task.fixed_cost || 0;
// Calculate total budget (estimated hours * rate + fixed cost)
const totalBudget = task.estimated_cost + fixedCost;
// Calculate total actual (time logged * rate + fixed cost)
const totalActual = task.total_actual || 0;
// Calculate variance (total actual - total budget)
const variance = totalActual - totalBudget;
return {
hours,
timeLoggedHours,
totalBudget,
totalActual,
variance
};
};
const calculateGroupTotals = (tasks: IProjectFinanceTask[]) => {
return tasks.reduce(
(acc, task) => {
const { hours, timeLoggedHours, totalBudget, totalActual, variance } = calculateTaskCosts(task);
return {
hours: acc.hours + hours,
total_time_logged: acc.total_time_logged + timeLoggedHours,
estimated_cost: acc.estimated_cost + (task.estimated_cost || 0),
total_budget: acc.total_budget + totalBudget,
total_actual: acc.total_actual + totalActual,
variance: acc.variance + variance
};
},
{
hours: 0,
total_time_logged: 0,
estimated_cost: 0,
total_budget: 0,
total_actual: 0,
variance: 0
}
);
};
const initialState: ProjectFinanceState = {
activeTab: 'finance',
activeGroup: 'status',
loading: false,
taskGroups: [],
};
export const fetchProjectFinances = createAsyncThunk(
'projectFinances/fetchProjectFinances',
async ({ projectId, groupBy }: { projectId: string; groupBy: GroupTypes }) => {
const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy);
return response.body;
}
);
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;
},
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 task = group.tasks.find(t => t.id === taskId);
if (task) {
task.fixed_cost = fixedCost;
// Recalculate task costs after updating fixed cost
const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
task.total_budget = totalBudget;
task.total_actual = totalActual;
task.variance = variance;
}
}
},
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 task = group.tasks.find(t => t.id === taskId);
if (task) {
task.estimated_cost = estimatedCost;
// Recalculate task costs after updating estimated cost
const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
task.total_budget = totalBudget;
task.total_actual = totalActual;
task.variance = variance;
}
}
},
updateTaskTimeLogged: (state, action: PayloadAction<{ taskId: string; groupId: string; timeLogged: number }>) => {
const { taskId, groupId, timeLogged } = action.payload;
const group = state.taskGroups.find(g => g.group_id === groupId);
if (group) {
const task = group.tasks.find(t => t.id === taskId);
if (task) {
task.total_time_logged = timeLogged;
// Recalculate task costs after updating time logged
const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
task.total_budget = totalBudget;
task.total_actual = totalActual;
task.variance = variance;
}
}
}
},
extraReducers: (builder) => {
builder
.addCase(fetchProjectFinances.pending, (state) => {
state.loading = true;
})
.addCase(fetchProjectFinances.fulfilled, (state, action) => {
state.loading = false;
state.taskGroups = action.payload;
})
.addCase(fetchProjectFinances.rejected, (state) => {
state.loading = false;
});
},
});
export const {
setActiveTab,
setActiveGroup,
updateTaskFixedCost,
updateTaskEstimatedCost,
updateTaskTimeLogged
} = projectFinancesSlice.actions;
export default projectFinancesSlice.reducer;