Commit Graph

254 Commits

Author SHA1 Message Date
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
Chamika J
4386aabeda Merge pull request #135 from shancds/finance-module
Finance module
2025-05-21 10:05:47 +05:30
Chamika J
69e7938365 Merge branch 'feature/project-finance' into finance-module 2025-05-21 10:05:17 +05:30
shancds
f6eaddefa4 feat(ratecard): add 'Add All' button to include all job titles and adjust drawer width 2025-05-21 09:55:58 +05:30
chamiakJ
84c7428fed feat(recurring-tasks): enhance recurring task functionality and documentation
- Expanded schedule options for recurring tasks, including new intervals for every X days, weeks, and months.
- Added future task creation logic to ensure tasks are created within defined limits based on their schedule type.
- Updated user guide to reflect new scheduling options and future task creation details.
- Improved backend logic for recurring task creation, including batch processing and future limit calculations.
- Added environment configuration for enabling recurring jobs.
- Enhanced frontend localization for recurring task configuration labels.
2025-05-21 08:07:59 +05:30
shancds
ded0ad693c refactor: remove debug console logs from selection cell components and database migration table column change 2025-05-21 07:56:38 +05:30
shancds
cc8dca7b75 fix(ratecard): update input value handling and change 'Ratecard' to 'Rate Card' in settings 2025-05-20 18:01:00 +05:30
shancds
7d81b7784b feat(ratecard): update job role references and enhance rate card functionality 2025-05-20 17:46:41 +05:30
chamiakJ
c1067d87fe refactor(reporting): update total working hours calculation in allocation controller
- Replaced project-specific hours per day with organization-wide working hours for total working hours calculation.
- Streamlined the SQL query to fetch organization working hours, ensuring accurate reporting based on organizational settings.
2025-05-20 16:49:07 +05:30
chamiakJ
97feef5982 refactor(reporting): improve utilization calculations in allocation controller
- Updated utilization percentage and utilized hours calculations to handle cases where total working hours are zero, providing 'N/A' for utilization percent when applicable.
- Adjusted logic for over/under utilized hours to ensure accurate reporting based on logged time and total working hours.
2025-05-20 16:18:16 +05:30
chamiakJ
76c92b1cc6 refactor(reporting): optimize date handling and organization working days logic
- Simplified date parsing by removing unnecessary start and end of day adjustments.
- Streamlined the fetching of organization working days from the database, consolidating queries for improved performance.
- Updated the calculation of total working hours to utilize project-specific hours per day, enhancing accuracy in reporting.
2025-05-20 15:51:33 +05:30
shancds
afd4cbdf81 refactor(ratecard): remove console log from updateRateCard thunk 2025-05-20 14:32:53 +05:30
shancds
3dd56f094c feat(ratecard): add currency field to rate card queries and update logic 2025-05-20 14:30:58 +05:30
shancds
26b0b5780a feat(ratecard): enhance rate card management with CRUD operations and improved type definitions 2025-05-20 13:38:42 +05:30
chamiakJ
67c62fc69b refactor(schedule): streamline organization working days update query
- Simplified the SQL update query for organization working days by removing unnecessary line breaks and improving readability.
- Adjusted the subquery to directly select organization IDs, enhancing clarity and maintainability.
2025-05-20 11:55:29 +05:30
chamiakJ
14d8f43001 refactor(reporting): clarify date parsing in allocation controller and frontend
- Updated comments to specify date parsing format as 'YYYY-MM-DD'.
- Modified date range handling in the frontend to format dates using date-fns for consistency.
2025-05-20 09:23:22 +05:30
chamiakJ
3b59a8560b refactor(reporting): simplify date parsing and improve logging format
- Updated date parsing to remove UTC conversion, maintaining local date context.
- Enhanced console logging to display dates in 'YYYY-MM-DD' format for clarity.
- Adjusted date range clause to directly use formatted dates for improved query accuracy.
2025-05-20 08:08:34 +05:30
chamiakJ
819252cedd refactor(reporting): update date handling and logging in allocation controller
- Removed UTC conversion for start and end dates to maintain local date context.
- Enhanced console logging to reflect local date values for better debugging.
2025-05-20 08:06:05 +05:30
chamiakJ
1dade05f54 feat(reporting): enhance date range handling in reporting allocation
- Added support for 'LAST_7_DAYS' and 'LAST_30_DAYS' date ranges in the reporting allocation logic.
- Updated date parsing to convert input dates to UTC while preserving the intended local date.
- Included console logs for debugging date values during processing.
2025-05-20 07:59:49 +05:30
chamiakJ
34613e5e0c Merge branch 'fix/performance-improvements' of https://github.com/Worklenz/worklenz into feature/member-time-progress-and-utilization 2025-05-20 07:07:28 +05:30