Merge pull request 'integrated collection details api' (#485) from collection_dev into Collection_Management

Reviewed-on: #485
Merged
This commit is contained in:
pramod.mahajan 2025-10-14 08:54:29 +00:00
commit 7176a86913
9 changed files with 462 additions and 36 deletions

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@ -1,11 +1,179 @@
import React from 'react' import { zodResolver } from "@hookform/resolvers/zod";
import React, { useState } from "react";
import { FormProvider, useForm } from "react-hook-form";
import { defaultPayment, paymentSchema } from "./collectionSchema";
import Label from "../common/Label";
import DatePicker from "../common/DatePicker";
import { formatDate } from "date-fns";
import { useCollectionContext } from "../../pages/collections/CollectionPage";
import { useAddPayment, useCollection } from "../../hooks/useCollections";
import { formatFigure, localToUtc } from "../../utils/appUtils";
import { formatUTCToLocalTime } from "../../utils/dateUtils";
import Avatar from "../common/Avatar";
import { PaymentHistorySkeleton } from "./CollectionSkeleton";
const AddPayment = ({ onClose }) => {
const { addPayment } = useCollectionContext();
const { data, isLoading, isError, error } = useCollection(
addPayment?.invoiceId
);
const methods = useForm({
resolver: zodResolver(paymentSchema),
defaultValues: defaultPayment,
});
const {
control,
register,
handleSubmit,
reset,
formState: { errors },
} = methods;
const { mutate: AddPayment, isPending } = useAddPayment(() => {
handleClose();
});
const onSubmit = (formData) => {
const payload = {
...formData,
paymentReceivedDate: localToUtc(formData.paymentReceivedDate),
invoiceId: addPayment.invoiceId,
};
AddPayment(payload);
};
const handleClose = (formData) => {
reset(defaultPayment);
onClose();
};
const AddPayment = () => {
return ( return (
<div className='row'> <div className="container pb-3">
<div className="text-black fs-5 mb-2">Add Payment</div>
</div> <FormProvider {...methods}>
) <form onSubmit={handleSubmit(onSubmit)} className="p-0 text-start">
} <div className="row px-md-1 px-0">
<div className="col-12 col-md-6 mb-2">
<Label required>TransanctionId</Label>
<input
type="text"
className="form-control form-control-sm"
{...register("transactionId")}
/>
{errors.transactionId && (
<small className="danger-text">
{errors.transactionId.message}
</small>
)}
</div>
export default AddPayment <div className="col-12 col-md-6 mb-2">
<Label required>Transaction Date </Label>
<DatePicker
name="paymentReceivedDate"
control={control}
maxDate={new Date()}
/>
{errors.paymentReceivedDate && (
<small className="danger-text">
{errors.paymentReceivedDate.message}
</small>
)}
</div>
<div className="col-12 col-md-6 mb-2">
<Label htmlFor="amount" className="form-label" required>
Amount
</Label>
<input
type="number"
id="amount"
className="form-control form-control-sm"
min="1"
step="0.01"
inputMode="decimal"
{...register("amount", { valueAsNumber: true })}
/>
{errors.amount && (
<small className="danger-text">{errors.amount.message}</small>
)}
</div>
<div className="d-flex justify-content-end gap-3">
{" "}
<button
type="reset"
className="btn btn-label-secondary btn-sm mt-3"
onClick={handleClose}
// disabled={isPending}
>
Cancel
</button>
<button
type="submit"
className="btn btn-primary btn-sm mt-3"
disabled={isPending}
>
{isPending ? "Please Wait..." : "Submit"}
</button>
</div>
</div>
</form>
</FormProvider>
{isLoading ? (
<PaymentHistorySkeleton />
) : (
data?.receivedInvoicePayments?.length > 0 && (
<div className="mt-1 text-start">
<div className="mb-2 text-secondry fs-6">
<i className="bx bx-history bx-sm me-1"></i>History
</div>
<div className="row text-start">
{data.receivedInvoicePayments.map((payment, index) => (
<div className="col-12 mb-2" key={payment.id}>
<div className=" p-2 border-start border-warning">
<div className="d-flex justify-content-between">
<p className="mb-1">
<strong>Date:</strong>{" "}
{formatUTCToLocalTime(payment.paymentReceivedDate)}
</p>{" "}
<span className="text-secondary ">
{formatFigure(payment.amount, {
type: "currency",
currency: "INR",
})}
</span>
</div>
<div className="row">
<div className="col-12 col-md-6">
<p className="mb-1">
<small className="fw-semibold">Transaction ID:</small>{" "}
{payment.transactionId}
</p>
</div>
<div className="col-12 col-md-6">
<div className="mb-0 d-flex align-items-center">
<small className="fw-semibold">Received By:</small>{" "}
<Avatar
size="xs"
firstName={payment?.createdBy?.firstName}
lastName={payment?.createdBy?.lastName}
/>{" "}
{payment?.createdBy?.firstName}{" "}
{payment.createdBy?.lastName}
</div>
</div>
</div>
</div>
</div>
))}
</div>
</div>
)
)}
</div>
);
};
export default AddPayment;

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@ -19,7 +19,7 @@ const CollectionList = ({ fromDate, toDate, isPending, searchString }) => {
true, true,
searchDebounce searchDebounce
); );
const {setProcessedPayment} = useCollectionContext() const {setProcessedPayment,setAddPayment,setViewCollection} = useCollectionContext()
const paginate = (page) => { const paginate = (page) => {
if (page >= 1 && page <= (data?.totalPages ?? 1)) { if (page >= 1 && page <= (data?.totalPages ?? 1)) {
@ -183,7 +183,7 @@ const CollectionList = ({ fromDate, toDate, isPending, searchString }) => {
<ul className="dropdown-menu dropdown-menu-end"> <ul className="dropdown-menu dropdown-menu-end">
{/* View */} {/* View */}
<li> <li>
<a className="dropdown-item cursor-pointer"> <a className="dropdown-item cursor-pointer" onClick={()=>setViewCollection(row.id)}>
<i className="bx bx-show me-2 text-primary"></i> <i className="bx bx-show me-2 text-primary"></i>
<span>View</span> <span>View</span>
</a> </a>
@ -191,7 +191,7 @@ const CollectionList = ({ fromDate, toDate, isPending, searchString }) => {
{/* Add Payment */} {/* Add Payment */}
<li> <li>
<a className="dropdown-item cursor-pointer"> <a className="dropdown-item cursor-pointer" onClick={()=>setAddPayment({isOpen:true,invoiceId:row.id})}>
<i className="bx bx-wallet me-2 text-warning"></i> <i className="bx bx-wallet me-2 text-warning"></i>
<span>Add Payment</span> <span>Add Payment</span>
</a> </a>
@ -199,7 +199,7 @@ const CollectionList = ({ fromDate, toDate, isPending, searchString }) => {
{/* Mark Payment */} {/* Mark Payment */}
<li> <li>
<a className="dropdown-item cursor-pointer" onClick={()=>setProcessedPayment({isOpen:true,invoiceId:row.id})}> <a className="dropdown-item cursor-pointer" onClick={()=>setProcessedPayment({isOpen:true,invoiceId:row})}>
<i className="bx bx-check-circle me-2 text-success"></i> <i className="bx bx-check-circle me-2 text-success"></i>
<span>Mark Payment</span> <span>Mark Payment</span>
</a> </a>

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@ -0,0 +1,43 @@
import React from "react";
const SkeletonLine = ({ height = 20, width = "100%", className = "" }) => (
<div
className={`skeleton mb-2 ${className}`}
style={{
height,
width,
}}
></div>
);
export const PaymentHistorySkeleton = ({ count = 2 }) => {
return (
<div className="row text-start">
{[...Array(count)].map((_, idx) => (
<div className="col-12 mb-2" key={idx}>
<div className="p-2 border-start border-warning">
{/* Top Row: Date + Amount */}
<div className="d-flex justify-content-between align-items-center">
<SkeletonLine width="150px" height={18} /> {/* Date */}
<SkeletonLine width="100px" height={18} /> {/* Amount */}
</div>
<div className="row mt-1">
{/* Transaction ID */}
<div className="col-12 col-md-6">
<SkeletonLine width="80%" height={16} />
</div>
{/* Received By (Avatar + Name) */}
<div className="col-12 col-md-6 d-flex align-items-center gap-2">
<SkeletonLine width="30px" height={30} className="rounded-circle" /> {/* Avatar */}
<SkeletonLine width="120px" height={16} /> {/* Name */}
</div>
</div>
</div>
</div>
))}
</div>
);
};

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@ -32,12 +32,12 @@ const NewCollection = ({ collectionId, onClose }) => {
handleClose() handleClose()
}); });
const files = watch("billAttachments"); const files = watch("attachments");
const onFileChange = async (e) => { const onFileChange = async (e) => {
const newFiles = Array.from(e.target.files); const newFiles = Array.from(e.target.files);
if (newFiles.length === 0) return; if (newFiles.length === 0) return;
const existingFiles = watch("billAttachments") || []; const existingFiles = watch("attachments") || [];
const parsedFiles = await Promise.all( const parsedFiles = await Promise.all(
newFiles.map(async (file) => { newFiles.map(async (file) => {
@ -64,7 +64,7 @@ const NewCollection = ({ collectionId, onClose }) => {
), ),
]; ];
setValue("billAttachments", combinedFiles, { setValue("attachments", combinedFiles, {
shouldDirty: true, shouldDirty: true,
shouldValidate: true, shouldValidate: true,
}); });
@ -86,10 +86,10 @@ const NewCollection = ({ collectionId, onClose }) => {
isActive: false, isActive: false,
}; };
}); });
setValue("billAttachments", newFiles, { shouldValidate: true }); setValue("attachments", newFiles, { shouldValidate: true });
} else { } else {
const newFiles = files.filter((_, i) => i !== index); const newFiles = files.filter((_, i) => i !== index);
setValue("billAttachments", newFiles, { shouldValidate: true }); setValue("attachments", newFiles, { shouldValidate: true });
} }
}; };
@ -283,7 +283,7 @@ const NewCollection = ({ collectionId, onClose }) => {
className="border border-secondary border-dashed rounded p-4 text-center bg-textMuted position-relative text-black" className="border border-secondary border-dashed rounded p-4 text-center bg-textMuted position-relative text-black"
style={{ cursor: "pointer" }} style={{ cursor: "pointer" }}
onClick={() => onClick={() =>
document.getElementById("billAttachments").click() document.getElementById("attachments").click()
} }
> >
<i className="bx bx-cloud-upload d-block bx-lg "> </i> <i className="bx bx-cloud-upload d-block bx-lg "> </i>
@ -294,20 +294,20 @@ const NewCollection = ({ collectionId, onClose }) => {
<input <input
type="file" type="file"
id="billAttachments" id="attachments"
accept=".pdf,.jpg,.jpeg,.png" accept=".pdf,.jpg,.jpeg,.png"
multiple multiple
style={{ display: "none" }} style={{ display: "none" }}
{...register("billAttachments")} {...register("attachments")}
onChange={(e) => { onChange={(e) => {
onFileChange(e); onFileChange(e);
e.target.value = ""; e.target.value = "";
}} }}
/> />
</div> </div>
{errors.billAttachments && ( {errors.attachments && (
<small className="danger-text"> <small className="danger-text">
{errors.billAttachments.message} {errors.attachments.message}
</small> </small>
)} )}
{files.length > 0 && ( {files.length > 0 && (
@ -347,8 +347,8 @@ const NewCollection = ({ collectionId, onClose }) => {
</div> </div>
)} )}
{Array.isArray(errors.billAttachments) && {Array.isArray(errors.attachments) &&
errors.billAttachments.map((fileError, index) => ( errors.attachments.map((fileError, index) => (
<div key={index} className="danger-text small mt-1"> <div key={index} className="danger-text small mt-1">
{ {
(fileError?.fileSize?.message || (fileError?.fileSize?.message ||

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@ -0,0 +1,155 @@
import React from "react";
import { useCollectionContext } from "../../pages/collections/CollectionPage";
import { useCollection } from "../../hooks/useCollections";
import { formatUTCToLocalTime } from "../../utils/dateUtils";
import { formatFigure } from "../../utils/appUtils";
import Avatar from "../common/Avatar";
const ViewCollection = () => {
const { viewCollection } = useCollectionContext();
const { data, isLoading, isError, error } = useCollection(viewCollection);
if (isLoading) return <div>isLoading...</div>;
if (isError) return <div>{error.message}</div>;
return (
<div className="container p-3">
<p className="fs-5 fw-semibold">Collection Details</p>
<div className="text-start ">
<div className="mb-3">
<p className="mb-1 fs-5">{data?.title}</p>
<p className="mb-3">{data?.description}</p>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Invoice Number:</strong> {data?.invoiceNumber}
</div>
<div className="col-md-6">
<strong>E-Invoice Number:</strong> {data?.eInvoiceNumber}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Project:</strong> {data?.project?.name}
</div>
<div className="col-md-6">
<strong>Status:</strong> {data?.isActive ? "Active" : "Inactive"}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Invoice Date:</strong>{" "}
{formatUTCToLocalTime(data?.invoiceDate)}
</div>
<div className="col-md-6">
<strong>Client Submitted Date:</strong>{" "}
{formatUTCToLocalTime(data?.clientSubmitedDate)}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Expected Payment Date:</strong>{" "}
{formatUTCToLocalTime(data?.exceptedPaymentDate)}
</div>
<div className="col-md-6">
<strong>Mark as Completed:</strong>{" "}
{data?.markAsCompleted ? "Yes" : "No"}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Basic Amount:</strong>{" "}
{formatFigure(data?.basicAmount, {
type: "currency",
currency: "INR",
})}
</div>
<div className="col-md-6">
<strong>Tax Amount:</strong>{" "}
{formatFigure(data?.taxAmount, {
type: "currency",
currency: "INR",
})}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Balance Amount:</strong>{" "}
{formatFigure(data?.balanceAmount, {
type: "currency",
currency: "INR",
})}
</div>
<div className="col-md-6">
<strong>Created At:</strong> {formatUTCToLocalTime(data?.createdAt)}
</div>
</div>
<div className="row mb-3">
<div className="col-md-6">
<strong>Created By:</strong>{" "}
<div className="d-flex align-items-center">
<Avatar
size="xs"
firstName={data.createdBy?.firstName}
lastName={data.createdBy?.lastName}
/>
{data?.createdBy?.firstName} {data?.createdBy?.lastName} (
{data?.createdBy?.jobRoleName})
</div>{" "}
</div>
{/* <div className="col-md-6"><strong>Updated At:</strong> {data?.updatedAt ? formatUTCToLocalTime(data?.updatedAt) : "-"}</div> */}
</div>
{data?.receivedInvoicePayments?.length > 0 && (
<div className="mt-4">
<p className="fw-semibold fs-6">Received Payments</p>
<table className="table table-bordered mt-2">
<thead className="table-light">
<tr>
<th className="">Sr,No</th>
<th>Transaction ID</th>
<th> Received Date</th>
<th>Amount</th>
<th>Received By</th>
</tr>
</thead>
<tbody>
{data.receivedInvoicePayments.map((payment, index) => (
<tr key={payment.id}>
<td>{index + 1}</td>
<td>{payment.transactionId}</td>
<td>{formatUTCToLocalTime(payment.paymentReceivedDate)}</td>
<td className="text-end">
{formatFigure(payment.amount, {
type: "currency",
currency: "INR",
})}
</td>
<td>
<div className="d-flex align-items-center">
<Avatar
size="xs"
firstName={payment.createdBy?.firstName}
lastName={payment.createdBy?.lastName}
/>
{payment.createdBy?.firstName}{" "}
{payment.createdBy?.lastName}
</div>
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</div>
</div>
);
};
export default ViewCollection;

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@ -40,7 +40,7 @@ export const newCollection = z.object({
.refine((val) => /^\d+(\.\d{1,2})?$/.test(val.toString()), { .refine((val) => /^\d+(\.\d{1,2})?$/.test(val.toString()), {
message: "Amount must have at most 2 decimal places", message: "Amount must have at most 2 decimal places",
}), }),
billAttachments: z attachments: z
.array( .array(
z.object({ z.object({
fileName: z.string().min(1, { message: "Filename is required" }), fileName: z.string().min(1, { message: "Filename is required" }),
@ -70,19 +70,17 @@ export const defaultCollection = {
taxAmount: "", taxAmount: "",
basicAmount: "", basicAmount: "",
description: "", description: "",
billAttachments: [], attachments: [],
}; };
export const paymentSchema = z.object({ export const paymentSchema = z.object({
invoiceId: z.string().min(1, { message: "Invoice Id required" }), paymentReceivedDate: z.string().min(1, { message: "Date is required" }),
paymentReceivedDate: z.string().datetime(),
transactionId: z.string().min(1, "Transaction ID is required"), transactionId: z.string().min(1, "Transaction ID is required"),
amount: z.number().min(1, "Amount must be greater than zero"), amount: z.number().min(1, "Amount must be greater than zero"),
}); });
// Default Value // Default Value
export const defaultPayment = { export const defaultPayment = {
invoiceId: "",
paymentReceivedDate: null, paymentReceivedDate: null,
transactionId: "", transactionId: "",
amount: 0, amount: 0,

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@ -41,6 +41,21 @@ export const useCollections = (
}); });
}; };
export const useCollection =(collectionId)=>{
return useQuery({
queryKey:["collection",collectionId],
queryFn:async()=> {
const resp = await CollectionRepository.getCollection(collectionId);
return resp.data
},
enabled:!!collectionId
})
}
// =========================Mutation======================
export const useCreateCollection = (onSuccessCallBack) => { export const useCreateCollection = (onSuccessCallBack) => {
const clinent = useQueryClient(); const clinent = useQueryClient();
return useMutation({ return useMutation({
@ -76,3 +91,21 @@ export const useMarkedPaymentReceived = (onSuccessCallBack) => {
}, },
}); });
}; };
export const useAddPayment = (onSuccessCallBack) => {
const client = useQueryClient();
return useMutation({
mutationFn: (payload) => CollectionRepository.makeReceivePayment(payload),
onSuccess: () => {
client.invalidateQueries({ queryKey: ["collections"] });
showToast("Payment Received marked Successfully", "success");
if (onSuccessCallBack) onSuccessCallBack();
},
onError: (error) => {
showToast(
error?.response?.data?.message || error.message || "Something Went wrong"
);
},
});
};

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@ -12,6 +12,8 @@ import showToast from "../../services/toastService";
import { useMarkedPaymentReceived } from "../../hooks/useCollections"; import { useMarkedPaymentReceived } from "../../hooks/useCollections";
import NewCollection from "../../components/collections/NewCollection"; import NewCollection from "../../components/collections/NewCollection";
import GlobalModel from "../../components/common/GlobalModel"; import GlobalModel from "../../components/common/GlobalModel";
import AddPayment from "../../components/collections/AddPayment";
import ViewCollection from "../../components/collections/ViewCollection";
const CollectionContext = createContext(); const CollectionContext = createContext();
export const useCollectionContext = () => { export const useCollectionContext = () => {
@ -23,12 +25,16 @@ export const useCollectionContext = () => {
return context; return context;
}; };
const CollectionPage = () => { const CollectionPage = () => {
const { onOpen } = useModal("newCollection"); const [viewCollection,setViewCollection] = useState(null)
const [makeCollection, setCollection] = useState({ const [makeCollection, setCollection] = useState({
isOpen: false, isOpen: false,
invoiceId: null, invoiceId: null,
}); });
const [processedPayment, setProcessedPayment] = useState(null); const [processedPayment, setProcessedPayment] = useState(null);
const [addPayment, setAddPayment] = useState({
isOpen: false,
invoiceId: null,
});
const [showPending, setShowPending] = useState(false); const [showPending, setShowPending] = useState(false);
const [searchText, setSearchText] = useState(""); const [searchText, setSearchText] = useState("");
const methods = useForm({ const methods = useForm({
@ -43,6 +49,10 @@ const CollectionPage = () => {
const contextMassager = { const contextMassager = {
setProcessedPayment, setProcessedPayment,
setAddPayment,
addPayment,
setViewCollection,
viewCollection
}; };
const { mutate: MarkedReceived, isPending } = useMarkedPaymentReceived(() => { const { mutate: MarkedReceived, isPending } = useMarkedPaymentReceived(() => {
setProcessedPayment(null); setProcessedPayment(null);
@ -95,7 +105,7 @@ const CollectionPage = () => {
<button <button
className="btn btn-sm btn-primary" className="btn btn-sm btn-primary"
type="button" type="button"
onClick={()=>setCollection({isOpen:true,invoiceId:null})} onClick={() => setCollection({ isOpen: true, invoiceId: null })}
> >
<i className="bx bx-plus-circle me-2"></i> <i className="bx bx-plus-circle me-2"></i>
<span className="d-none d-md-inline-block"> <span className="d-none d-md-inline-block">
@ -115,16 +125,35 @@ const CollectionPage = () => {
{makeCollection.isOpen && ( {makeCollection.isOpen && (
<GlobalModel <GlobalModel
isOpen={makeCollection.isOpen} size="lg" isOpen={makeCollection.isOpen}
size="lg"
closeModal={() => setCollection({ isOpen: false, invoiceId: null })} closeModal={() => setCollection({ isOpen: false, invoiceId: null })}
> >
<NewCollection <NewCollection
collectionId={null} collectionId={null}
onClose={()=>setCollection({ isOpen: false, invoiceId: null })} onClose={() => setCollection({ isOpen: false, invoiceId: null })}
/> />
</GlobalModel> </GlobalModel>
)} )}
{addPayment.isOpen && (
<GlobalModel
size="lg"
isOpen={addPayment.isOpen}
closeModal={() => setAddPayment({ isOpen: false, invoiceId: null })}
>
<AddPayment
onClose={() => setAddPayment({ isOpen: false, invoiceId: null })}
/>
</GlobalModel>
)}
{viewCollection && (
<GlobalModel size="lg" isOpen={viewCollection} closeModal={()=>setViewCollection(null)}>
<ViewCollection onClose={()=>setViewCollection(null)}/>
</GlobalModel>
)}
<ConfirmModal <ConfirmModal
type="success" type="success"
header="Payment Successful Received" header="Payment Successful Received"

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@ -17,8 +17,8 @@ export const CollectionRepository = {
return api.get(url); return api.get(url);
}, },
makeReceivePayment:(data)=> api.post(`/api/Collection/invoice/payment/received`), makeReceivePayment:(data)=> api.post(`/api/Collection/invoice/payment/received`,data),
markPaymentReceived:(invoiceId)=>api.put(`/api/Collection/invoice/marked/completed/${invoiceId}`) markPaymentReceived:(invoiceId)=>api.put(`/api/Collection/invoice/marked/completed/${invoiceId}`),
getCollection:(id)=>api.get(`/api/Collection/invoice/details/${id}`)
}; };