- Updated SQL queries in ProjectFinanceController to aggregate fixed costs from current tasks and their descendants, improving financial accuracy.
- Introduced a new async thunk to update task fixed costs with recalculation, ensuring UI responsiveness and accurate parent task totals.
- Implemented recursive functions in the project finance slice to maintain accurate financial data for parent tasks based on subtasks.
- Enhanced the FinanceTable component to support these updates, ensuring totals reflect the latest calculations across task hierarchies.
- Updated the layout of financial statistics in the ProjectViewFinance component for improved responsiveness and visual clarity.
- Adjusted the formatting of variance and budget utilization values to ensure consistent presentation, including prefix and suffix adjustments.
- Refactored the FinanceTable component to display variance values with appropriate signs and formatting.
- Implemented the use of createPortal for rendering the FinanceDrawer, improving modal management.
- Introduced a `billable_filter` query parameter to filter tasks based on their billable status (billable, non-billable, or all).
- Updated the project finance controller to construct SQL queries with billable conditions based on the filter.
- Enhanced the frontend components to support billable filtering in project finance views and exports.
- Added corresponding translations for filter options in multiple languages.
- Refactored related API services to accommodate the new filtering logic.
- Introduced a new action `updateProjectFinanceCurrency` in the project finance slice to allow updating the currency for individual projects.
- Updated the ProjectViewFinance component to dispatch the new action when the project currency is changed, ensuring the state reflects the selected currency.
- Added a currency column to the projects table to allow different projects to use different currencies.
- Updated existing projects to default to 'USD' if no currency is set.
- Enhanced project finance controller to handle currency retrieval and updates.
- Introduced API endpoints for updating project currency with validation.
- Updated frontend components to display and manage project currency effectively.
- Added permission checks for editing finance data, including fixed costs and rate cards.
- Introduced utility functions to determine user permissions based on roles (admin, project manager).
- Updated finance and rate card components to conditionally render UI elements based on user permissions.
- Displayed alerts for users with limited access to inform them of their editing capabilities.
- Implemented export functionality for finance data, allowing users to download project finance reports in Excel format.
- Refactored project finance header to streamline UI components and improve user experience.
- Removed deprecated FinanceTab and GroupByFilterDropdown components, consolidating functionality into the main finance view.
- Updated the project finance view to utilize new components for better organization and interaction.
- Enhanced group selection for finance data, allowing users to filter by status, priority, or phases.
- 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.
- 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.
