Files
worklenz/worklenz-frontend/src/components/projects/project-finance/ratecard-table/RateCardTable.tsx
chamikaJ 4ffc3465e3 feat(finance): implement project finance and rate card management features
- Added new controllers for managing project finance and rate cards, including CRUD operations for rate card roles and project finance tasks.
- Introduced API routes for project finance and rate card functionalities, enhancing the backend structure.
- Developed frontend components for displaying and managing project finance data, including a finance drawer and rate card settings.
- Enhanced localization files to support new UI elements and ensure consistency across multiple languages.
- Implemented utility functions for handling man-days and financial calculations, improving overall functionality.
2025-07-24 15:23:34 +05:30

426 lines
14 KiB
TypeScript

import React, { useEffect, useState } from 'react';
import {
Avatar,
Button,
Input,
Popconfirm,
Table,
TableProps,
Select,
Flex,
InputRef,
DeleteOutlined,
} from '@/shared/antd-imports';
import { useParams } from 'react-router-dom';
import { useTranslation } from 'react-i18next';
import CustomAvatar from '@/components/CustomAvatar';
import { useAppSelector } from '@/hooks/useAppSelector';
import { useAppDispatch } from '@/hooks/useAppDispatch';
import { JobRoleType, RatecardType } from '@/types/project/ratecard.types';
import {
assignMemberToRateCardRole,
deleteProjectRateCardRoleById,
fetchProjectRateCardRoles,
insertProjectRateCardRole,
updateProjectRateCardRoleById,
updateProjectRateCardRolesByProjectId,
} from '@/features/finance/project-finance-slice';
import { jobTitlesApiService } from '@/api/settings/job-titles/job-titles.api.service';
import { projectsApiService } from '@/api/projects/projects.api.service';
import { IProjectMemberViewModel } from '@/types/projectMember.types';
import { useAuthService } from '@/hooks/useAuth';
import { canEditRateCard, canAddMembersToRateCard } from '@/utils/finance-permissions';
import RateCardAssigneeSelector from '../../project-ratecard/RateCardAssigneeSelector';
const RateCardTable: React.FC = () => {
const dispatch = useAppDispatch();
const { t } = useTranslation('project-view-finance');
const { projectId } = useParams();
// Redux state
const rolesRedux =
useAppSelector(state => state.projectFinanceRateCardReducer.rateCardRoles) || [];
const isLoading = useAppSelector(state => state.projectFinanceRateCardReducer.isLoading);
const currency = useAppSelector(
state => state.projectFinancesReducer.project?.currency || 'USD'
).toUpperCase();
const financeProject = useAppSelector(state => state.projectFinancesReducer.project);
// Get calculation method from project finance data
const calculationMethod = financeProject?.calculation_method || 'hourly';
const rateInputRefs = React.useRef<Array<HTMLInputElement | null>>([]);
// Auth and permissions
const auth = useAuthService();
const currentSession = auth.getCurrentSession();
const { project } = useAppSelector(state => state.projectReducer);
const hasEditPermission = canEditRateCard(currentSession, project);
const canAddMembers = canAddMembersToRateCard(currentSession, project);
// Local state for editing
const [roles, setRoles] = useState<JobRoleType[]>(rolesRedux);
const [addingRow, setAddingRow] = useState<boolean>(false);
const [jobTitles, setJobTitles] = useState<RatecardType[]>([]);
const [members, setMembers] = useState<IProjectMemberViewModel[]>([]);
const [isLoadingMembers, setIsLoading] = useState(false);
const [focusRateIndex, setFocusRateIndex] = useState<number | null>(null);
const pagination = {
current: 1,
pageSize: 1000,
field: 'name',
order: 'asc',
};
const getProjectMembers = async () => {
if (!projectId) return;
setIsLoading(true);
try {
const res = await projectsApiService.getMembers(
projectId,
pagination.current,
pagination.pageSize,
pagination.field,
pagination.order,
null
);
if (res.done) {
setMembers(res.body?.data || []);
}
} catch (error) {
console.error('Error fetching members:', error);
} finally {
setIsLoading(false);
}
};
useEffect(() => {
getProjectMembers();
}, [projectId]);
// Fetch job titles for selection
useEffect(() => {
(async () => {
const res = await jobTitlesApiService.getJobTitles(1, 1000, 'name', 'asc', '');
setJobTitles(res.body?.data || []);
})();
}, []);
// Sync local roles with redux roles
useEffect(() => {
setRoles(rolesRedux);
}, [rolesRedux]);
// Fetch roles on mount
useEffect(() => {
if (projectId) {
dispatch(fetchProjectRateCardRoles(projectId));
}
}, [dispatch, projectId]);
useEffect(() => {
if (focusRateIndex !== null && rateInputRefs.current[focusRateIndex]) {
rateInputRefs.current[focusRateIndex]?.focus();
setFocusRateIndex(null);
}
}, [roles, focusRateIndex]);
// Add new role row
const handleAddRole = () => {
setAddingRow(true);
};
// Save all roles (bulk update)
const handleSaveAll = () => {
if (projectId) {
const filteredRoles = roles
.filter(
r => typeof r.job_title_id === 'string' && r.job_title_id && typeof r.rate !== 'undefined'
)
.map(r => ({
job_title_id: r.job_title_id as string,
jobtitle: r.jobtitle || r.name || '',
rate: Number(r.rate ?? 0),
man_day_rate: Number(r.man_day_rate ?? 0),
}));
dispatch(
updateProjectRateCardRolesByProjectId({ project_id: projectId, roles: filteredRoles })
);
}
};
// In handleSelectJobTitle, after successful insert, update the rate if needed
const handleSelectJobTitle = async (jobTitleId: string) => {
const jobTitle = jobTitles.find(jt => jt.id === jobTitleId);
if (!jobTitle || !projectId) return;
if (roles.some(r => r.job_title_id === jobTitleId)) return;
// Set the appropriate rate based on calculation method
const isManDays = calculationMethod === 'man_days';
const resultAction = await dispatch(
insertProjectRateCardRole({
project_id: projectId,
job_title_id: jobTitleId,
rate: 0, // Always initialize rate as 0
man_day_rate: isManDays ? 0 : undefined, // Only set man_day_rate for man_days mode
})
);
if (insertProjectRateCardRole.fulfilled.match(resultAction)) {
// Re-fetch roles and focus the last one (newly added)
dispatch(fetchProjectRateCardRoles(projectId)).then(() => {
setFocusRateIndex(roles.length); // The new row will be at the end
});
}
setAddingRow(false);
};
// Update handleRateChange to update the correct field
const handleRateChange = (value: string | number, index: number) => {
setRoles(prev =>
prev.map((role, idx) =>
idx === index
? {
...role,
...(calculationMethod === 'man_days'
? { man_day_rate: Number(value) }
: { rate: Number(value) }),
}
: role
)
);
};
// Handle delete
const handleDelete = (record: JobRoleType, index: number) => {
if (record.id) {
dispatch(deleteProjectRateCardRoleById(record.id));
} else {
setRoles(roles.filter((_, idx) => idx !== index));
}
};
// Handle member change
const handleMemberChange = async (memberId: string, rowIndex: number, record: JobRoleType) => {
if (!projectId || !record.id) return; // Ensure required IDs are present
try {
const resultAction = await dispatch(
assignMemberToRateCardRole({
project_id: projectId,
member_id: memberId,
project_rate_card_role_id: record.id,
})
);
if (assignMemberToRateCardRole.fulfilled.match(resultAction)) {
const updatedMembers = resultAction.payload; // Array of member IDs
setRoles(prev =>
prev.map((role, idx) => {
if (idx !== rowIndex) return role;
return { ...role, members: updatedMembers?.members || [] };
})
);
}
} catch (error) {
console.error('Error assigning member:', error);
}
};
// Separate function for updating rate if changed
const handleRateBlur = (value: string, index: number) => {
const isManDays = calculationMethod === 'man_days';
// Compare with Redux value, not local state
const reduxRole = rolesRedux[index];
const reduxValue = isManDays
? String(reduxRole?.man_day_rate ?? 0)
: String(reduxRole?.rate ?? 0);
if (value !== reduxValue) {
const payload = {
id: roles[index].id!,
body: {
job_title_id: String(roles[index].job_title_id),
// Only update the field that corresponds to the current calculation method
...(isManDays
? {
rate: String(reduxRole?.rate ?? 0), // Keep existing rate value
man_day_rate: String(value), // Update man_day_rate with new value
}
: {
rate: String(value), // Update rate with new value
man_day_rate: String(reduxRole?.man_day_rate ?? 0), // Keep existing man_day_rate value
}),
},
};
dispatch(updateProjectRateCardRoleById(payload));
}
};
const assignedMembers = roles
.flatMap(role => role.members || [])
.filter((memberId, index, self) => self.indexOf(memberId) === index);
// Columns
const columns: TableProps<JobRoleType>['columns'] = [
{
title: t('jobTitleColumn'),
dataIndex: 'jobtitle',
render: (text: string, record: JobRoleType, index: number) => {
if (addingRow && index === roles.length) {
return (
<Select
showSearch
autoFocus
placeholder={t('selectJobTitle')}
style={{ minWidth: 150 }}
value={record.job_title_id || undefined}
onChange={handleSelectJobTitle}
onBlur={() => setAddingRow(false)}
filterOption={(input, option) =>
((option?.children as unknown as string) || '')
.toLowerCase()
.includes(input.toLowerCase())
}
>
{jobTitles
.filter(jt => !roles.some(role => role.job_title_id === jt.id))
.map(jt => (
<Select.Option key={jt.id} value={jt.id!}>
{jt.name}
</Select.Option>
))}
</Select>
);
}
return <span>{text || record.name}</span>;
},
},
{
title: `${calculationMethod === 'man_days' ? t('ratePerManDayColumn') : t('ratePerHourColumn')} (${currency})`,
dataIndex: 'rate',
align: 'right',
render: (value: number, record: JobRoleType, index: number) => (
<Input
ref={(el: InputRef | null) => {
if (el) rateInputRefs.current[index] = el as unknown as HTMLInputElement;
}}
type="number"
value={
calculationMethod === 'man_days'
? (roles[index]?.man_day_rate ?? 0)
: (roles[index]?.rate ?? 0)
}
min={0}
disabled={!hasEditPermission}
style={{
background: 'transparent',
border: 'none',
boxShadow: 'none',
padding: 0,
width: 80,
textAlign: 'right',
opacity: hasEditPermission ? 1 : 0.7,
cursor: hasEditPermission ? 'text' : 'not-allowed',
}}
onChange={
hasEditPermission
? e => handleRateChange((e.target as HTMLInputElement).value, index)
: undefined
}
onBlur={
hasEditPermission
? e => handleRateBlur((e.target as HTMLInputElement).value, index)
: undefined
}
onPressEnter={
hasEditPermission
? e => handleRateBlur((e.target as HTMLInputElement).value, index)
: undefined
}
/>
),
},
{
title: t('membersColumn'),
dataIndex: 'members',
render: (memberscol: string[] | null | undefined, record: JobRoleType, index: number) => (
<div style={{ display: 'flex', alignItems: 'center', gap: 4, position: 'relative' }}>
<Avatar.Group>
{memberscol?.map((memberId, i) => {
const member = members.find(m => m.id === memberId);
return member ? (
<CustomAvatar key={i} avatarName={member.name || ''} size={26} />
) : null;
})}
</Avatar.Group>
{canAddMembers && (
<div>
<RateCardAssigneeSelector
projectId={projectId as string}
selectedMemberIds={memberscol || []}
onChange={(memberId: string) => handleMemberChange(memberId, index, record)}
memberlist={members}
assignedMembers={assignedMembers} // Pass assigned members here
/>
</div>
)}
</div>
),
},
{
title: t('actions'),
key: 'actions',
align: 'center',
render: (_: any, record: JobRoleType, index: number) =>
hasEditPermission ? (
<Popconfirm
title={t('deleteConfirm')}
onConfirm={() => handleDelete(record, index)}
okText={t('yes')}
cancelText={t('no')}
>
<Button type="text" danger icon={<DeleteOutlined />} />
</Popconfirm>
) : null,
},
];
return (
<Table
dataSource={
addingRow
? [
...roles,
{
job_title_id: '',
jobtitle: '',
rate: 0,
members: [],
},
]
: roles
}
columns={columns}
rowKey={(record, idx) => record.id || record.job_title_id || String(idx)}
pagination={false}
loading={isLoading || isLoadingMembers}
footer={() => (
<Flex gap={0}>
{hasEditPermission && (
<Button type="dashed" onClick={handleAddRole} style={{ width: 'fit-content' }}>
{t('addRoleButton')}
</Button>
)}
{/* <Button
type="primary"
icon={<SaveOutlined />}
onClick={handleSaveAll}
disabled={roles.length === 0}
>
{t('saveButton') || 'Save'}
</Button> */}
</Flex>
)}
/>
);
};
export default RateCardTable;