feat(project-finance): add finance data export functionality

- Implemented a new endpoint in the project finance controller to export financial data as an Excel file, allowing users to download project finance details.
- Enhanced the frontend to include an export button that triggers the finance data export, with appropriate loading states and error handling.
- Added functionality to group exported data by status, priority, or phases, improving the usability of the exported reports.
- Updated the project finance API service to handle the export request and return the generated Excel file as a Blob.
This commit is contained in:
chamiakJ
2025-05-29 01:17:05 +05:30
parent a87ea46b97
commit b8cc9b5b73
4 changed files with 437 additions and 2 deletions

View File

@@ -49,4 +49,18 @@ export const projectFinanceApiService = {
);
return response.data;
},
exportFinanceData: async (
projectId: string,
groupBy: 'status' | 'priority' | 'phases' = 'status'
): Promise<Blob> => {
const response = await apiClient.get(
`${rootUrl}/project/${projectId}/export`,
{
params: { groupBy },
responseType: 'blob'
}
);
return response.data;
},
}

View File

@@ -1,10 +1,14 @@
import { Button, ConfigProvider, Flex, Select, Typography } from 'antd';
import { Button, ConfigProvider, Flex, Select, Typography, message } from 'antd';
import GroupByFilterDropdown from './group-by-filter-dropdown';
import { DownOutlined } from '@ant-design/icons';
import { useAppDispatch } from '../../../../../hooks/useAppDispatch';
import { useAppSelector } from '../../../../../hooks/useAppSelector';
import { useTranslation } from 'react-i18next';
import { changeCurrency, toggleImportRatecardsDrawer } from '@/features/finance/finance-slice';
import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
import { useParams } from 'react-router-dom';
import { useState } from 'react';
type ProjectViewFinanceHeaderProps = {
activeTab: 'finance' | 'ratecard';
@@ -21,8 +25,50 @@ const ProjectViewFinanceHeader = ({
}: ProjectViewFinanceHeaderProps) => {
// localization
const { t } = useTranslation('project-view-finance');
const { projectId } = useParams<{ projectId: string }>();
const [exporting, setExporting] = useState(false);
const dispatch = useAppDispatch();
const { project } = useAppSelector(state => state.projectReducer);
const handleExport = async () => {
if (!projectId) {
message.error('Project ID not found');
return;
}
try {
setExporting(true);
const blob = await projectFinanceApiService.exportFinanceData(projectId, activeGroup);
// Get project name from Redux state
const projectName = project?.name || 'Unknown_Project';
// Create filename with project name, date and time
const sanitizedProjectName = projectName.replace(/[^a-zA-Z0-9\s]/g, '').replace(/\s+/g, '_');
const dateTime = new Date().toISOString().replace(/[:.]/g, '-').split('T');
const date = dateTime[0];
const time = dateTime[1].split('.')[0];
const filename = `${sanitizedProjectName}_Finance_Data_${date}_${time}.xlsx`;
// Create download link
const url = window.URL.createObjectURL(blob);
const link = document.createElement('a');
link.href = url;
link.download = filename;
document.body.appendChild(link);
link.click();
document.body.removeChild(link);
window.URL.revokeObjectURL(url);
message.success('Finance data exported successfully');
} catch (error) {
console.error('Export failed:', error);
message.error('Failed to export finance data');
} finally {
setExporting(false);
}
};
return (
<ConfigProvider wave={{ disabled: true }}>
@@ -52,7 +98,13 @@ const ProjectViewFinanceHeader = ({
</Flex>
{activeTab === 'finance' ? (
<Button type="primary" icon={<DownOutlined />} iconPosition="end">
<Button
type="primary"
icon={<DownOutlined />}
iconPosition="end"
loading={exporting}
onClick={handleExport}
>
{t('exportButton')}
</Button>
) : (