Commit Graph

212 Commits

Author SHA1 Message Date
chamiakJ
b8cc9b5b73 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.
2025-05-29 01:17:05 +05:30
chamiakJ
a87ea46b97 feat(project-finance): implement hierarchical task loading and subtasks retrieval
- Enhanced the project finance controller to support hierarchical loading of tasks, allowing for better aggregation of financial data from parent and subtasks.
- Introduced a new endpoint to fetch subtasks along with their financial details, improving the granularity of task management.
- Updated the frontend to handle subtasks, including UI adjustments for displaying subtasks and their associated financial data.
- Added necessary Redux actions and state management for fetching and displaying subtasks in the finance table.
- Improved user experience by providing tooltips and disabling time estimation for tasks with subtasks, ensuring clarity in task management.
2025-05-29 00:59:59 +05:30
chamiakJ
5454c22bd1 feat(project-finance): enhance fixed cost handling and add silent refresh functionality
- Updated the fixed cost calculation logic to rely on backend values, avoiding unnecessary recalculations in the frontend.
- Introduced a new `fetchProjectFinancesSilent` thunk for refreshing project finance data without altering the loading state.
- Implemented debounced and immediate save functions for fixed cost changes in the FinanceTable component, improving user experience and data accuracy.
- Adjusted the UI to reflect changes in fixed cost handling, ensuring accurate display of task variances.
2025-05-28 22:04:51 +05:30
Chamika J
ad9e940987 Merge pull request #145 from shancds/feature/project-finance
Feature/project finance
2025-05-28 13:02:34 +05:30
shancds
cae5524168 feat(ratecard-assignee-selector): add assignedMembers prop to handle member assignment across job titles 2025-05-28 12:38:19 +05:30
chamiakJ
07bc5e6030 feat(project-finance): implement time formatting utilities and update task time handling
- Added utility functions to format time in hours, minutes, and seconds, and to parse time strings back to seconds.
- Updated the project finance controller to use seconds for estimated time and total time logged, improving accuracy in calculations.
- Modified frontend components to reflect changes in time handling, ensuring consistent display of time in both seconds and formatted strings.
- Adjusted Redux slice and types to accommodate new time formats, enhancing data integrity across the application.
2025-05-28 12:28:03 +05:30
shancds
5cb6548889 feat(import-ratecards-drawer): add alert for already imported rate cards and update button logic 2025-05-28 12:12:33 +05:30
Tharindu Kosgahakumbura
bc652f83af Merge branch 'Worklenz:feature/project-finance' into feature/project-finance 2025-05-28 10:51:21 +05:30
shancds
010cbe1af8 feat(ratecard-drawer): enhance drawer close logic to handle unsaved changes and delete empty rate cards 2025-05-28 10:50:35 +05:30
chamiakJ
ca0c958918 fix(project-finance-controller): correct estimated hours calculation to reflect hours instead of minutes 2025-05-27 16:42:51 +05:30
Chamika J
7bb93d2aef Merge pull request #140 from shancds/feature/project-finance
Feature/project finance
2025-05-27 14:50:17 +05:30
Tharindu Kosgahakumbura
42c4802d19 Merge branch 'Worklenz:feature/project-finance' into feature/project-finance 2025-05-27 14:19:36 +05:30
shancds
cf0eaad077 feat(ratecard-table): improve rate handling and focus management in the ratecard table 2025-05-27 14:16:45 +05:30
shancds
f22a91b690 feat(ratecard): enhance ratecard update logic and add unsaved changes alert 2025-05-27 12:42:34 +05:30
Chamika J
c33a152015 Merge pull request #139 from shancds/feature/project-finance
Feature/project finance
2025-05-27 09:07:17 +05:30
Tharindu Kosgahakumbura
dcb4ff1eb0 Merge branch 'Worklenz:feature/project-finance' into feature/project-finance 2025-05-27 08:51:31 +05:30
chamikaJ
612de866b7 feat(finance-table): enhance task display and localization support
- Added a new message for "No tasks found" in English, Spanish, and Portuguese localization files.
- Updated the finance table component to conditionally render a message when no tasks are available, improving user experience.
- Introduced a new CSS file for finance table styles to enhance visual consistency.
- Refactored the finance table rendering logic to handle task presence more effectively.
2025-05-26 17:03:50 +05:30
shancds
c55e593535 feat(project-view-finance): add confirmation messages for delete actions 2025-05-26 16:58:51 +05:30
shancds
da98fe26ab feat(subtask-table): add titles to table columns for better clarity 2025-05-26 16:46:53 +05:30
chamikaJ
b0ed3f67e8 feat(task-breakdown-api): implement task financial breakdown API and related enhancements
- Added a new API endpoint `GET /api/project-finance/task/:id/breakdown` to retrieve detailed financial breakdown for individual tasks, including labor hours and costs grouped by job roles.
- Introduced a new SQL migration to add a `fixed_cost` column to the tasks table for improved financial calculations.
- Updated the project finance controller to handle task breakdown logic, including calculations for estimated and actual costs.
- Enhanced frontend components to integrate the new task breakdown API, providing real-time financial data in the finance drawer.
- Updated localization files to reflect changes in financial terminology across English, Spanish, and Portuguese.
- Implemented Redux state management for selected tasks in the finance drawer.
2025-05-26 16:36:25 +05:30
shancds
85280c33d2 feat(members-time-sheet): enhance tooltip display with utilization status and color coding 2025-05-26 16:25:12 +05:30
shancds
f68c72a92a feat(ratecard-drawer): add confirmation popover for role deletion and improve button styling 2025-05-26 10:26:51 +05:30
shancds
1969fbd1dc feat(ratecard-drawer): enhance rate card deletion logic and button disable condition
feat(ratecard-settings): update useEffect dependencies for fetching rate cards
2025-05-26 10:18:49 +05:30
shancds
e567d6b345 feat(ratecard): add minimum value constraint to rate input fields 2025-05-26 08:59:58 +05:30
Chamika J
399d8b420a Merge pull request #137 from shancds/feature/project-finance
Feature/project finance (project-ratecard-member-add)
2025-05-26 08:33:29 +05:30
shancds
21a4131faa Fix(Ratecard): translate locate update 2025-05-23 17:09:16 +05:30
shancds
659ede7fb5 feat(project-ratecard-member): ratecard member handle backend and frontend and all update fix bug 2025-05-23 13:57:53 +05:30
shancds
22d0fc7049 feat(project-ratecard-member): add members to the project ratecard func (FE) 2025-05-23 09:34:02 +05:30
chamikaJ
b320a7b260 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.
2025-05-23 08:32:48 +05:30
shancds
1a5f6d54ed Feat(settings-ratecard-drawer): add role show drop down fix 2025-05-23 06:47:12 +05:30
shancds
e245530a15 Merge branch 'feature/project-finance' of https://github.com/Worklenz/worklenz into feature/project-finance 2025-05-23 06:22:00 +05:30
shancds
87bd1b8801 feat(ratecard): crud rename and ratecard-assignee-selector create 2025-05-22 16:46:58 +05:30
shancds
a711d48c9c feat(ratecard): implement insertOne functionality for single role creation and update API integration 2025-05-22 13:03:08 +05:30
chamikaJ
096163d9c0 Merge branch 'feature/recurring-tasks' of https://github.com/Worklenz/worklenz into feature/project-finance 2025-05-22 09:56:59 +05:30
chamikaJ
c18889a127 refactor(task-drawer): remove unused imports and add edit mode for task name
Removed unused `useEffect` import in `task-drawer-status-dropdown.tsx` and unused `connected` variable. Added edit mode for task name in `task-drawer-header.tsx` to improve user interaction by allowing inline editing of the task name.
2025-05-22 09:39:53 +05:30
shancds
a879176c24 feat(ratecard): update currency default to USD and align rate columns to the right 2025-05-22 09:12:40 +05:30
chamikaJ
49fc89ae3a Merge branch 'feature/recurring-tasks' of https://github.com/Worklenz/worklenz into feature/project-finance 2025-05-22 08:11:27 +05:30
chamiakJ
d7a5f08058 feat(project-finance): implement project finance API and frontend integration for task retrieval 2025-05-22 06:24:00 +05:30
Chamika J
533b59504f Merge pull request #136 from shancds/feature/project-finance
Feature/project finance rate card section
2025-05-21 21:43:21 +05:30
chamiakJ
c1e923c703 feat(ownership-transfer): implement transfer_team_ownership function for team ownership management
- Added a new PostgreSQL function to handle the transfer of team ownership between users
2025-05-21 21:42:16 +05:30
shancds
b104cf2d3f feat(ratecard): add RatecardType import for enhanced type support in rate card functionality 2025-05-21 19:01:22 +05:30
shancds
3ce81272b2 feat(ratecard): enhance project rate card functionality with job title retrieval and bulk save feature 2025-05-21 18:59:04 +05:30
chamiakJ
f716971654 feat(hubspot-integration): dynamically load HubSpot script in production environment
- Added a script to conditionally load the HubSpot tracking script in the index.html file when the hostname matches 'app.worklenz.com'.
- Removed the HubSpot component from MainLayout to streamline the integration process.
2025-05-21 18:50:18 +05:30
chamiakJ
d7ca1d8bd2 style: remove HubSpot chat widget styles from global CSS
- Deleted specific styles that prevented global styles from affecting the HubSpot chat widget, streamlining the CSS file.
2025-05-21 18:39:28 +05:30
shancds
c3bec74897 feat(project-ratecard): implement project rate card management with CRUD operations and integrate into frontend 2025-05-21 17:16:35 +05:30
chamiakJ
8704b6a8c8 style: adjust font-family formatting and add styles for HubSpot chat widget
- Reformatted the font-family declaration for improved readability.
- Added specific styles to prevent global styles from affecting the HubSpot chat widget, ensuring consistent appearance.
2025-05-21 15:45:50 +05:30
chamiakJ
4687478704 fix: update empty list image source to use S3 URL for consistency across components 2025-05-21 15:09:42 +05:30
shancds
db1108a48d feat(ratecard): add 'Add All' and 'Remove All' buttons, enhance role management, and implement drawer close logic 2025-05-21 12:26:01 +05:30
chamiakJ
2bdae400ac feat(hubspot-integration): add HubSpot script component for production environment
- Introduced a new HubSpot component that dynamically loads the HubSpot tracking script when in production.
- Updated MainLayout to replace TawkTo with HubSpot for improved customer engagement tracking.
2025-05-21 11:42:42 +05:30
chamiakJ
0cb0efe43e feat(cron-jobs): conditionally enable recurring tasks based on environment variable
- Updated the cron job initialization to start recurring tasks only if the ENABLE_RECURRING_JOBS environment variable is set to "true". This allows for more flexible job management based on deployment configurations.
2025-05-21 11:28:10 +05:30