Adding Excel and PDF in Directory.

This commit is contained in:
Kartik Sharma 2025-10-10 14:18:07 +05:30
parent c1a8b87a2c
commit 8f2149e0ed
3 changed files with 518 additions and 139 deletions

View File

@ -19,9 +19,9 @@ import BucketList from "../../components/Directory/BucketList";
import { MainDirectoryPageSkeleton } from "../../components/Directory/DirectoryPageSkeleton";
import ContactProfile from "../../components/Directory/ContactProfile";
import GlobalModel from "../../components/common/GlobalModel";
import { exportToCSV } from "../../utils/exportUtils";
import ConfirmModal from "../../components/common/ConfirmModal";
import { useSelectedProject } from "../../slices/apiDataManager";
import { exportToCSV, exportToExcel, exportToPDF, exportToPDF1, printTable } from "../../utils/tableExportUtils";
const NotesPage = lazy(() => import("./NotesPage"));
const ContactsPage = lazy(() => import("./ContactsPage"));
@ -64,13 +64,46 @@ export default function DirectoryPage({ IsPage = true, projectId = null }) {
const [ContactData, setContactData] = useState([]);
const handleExport = (type) => {
if (activeTab === "notes" && type === "csv") {
exportToCSV(notesData, "notes.csv");
}
if (activeTab === "contacts" && type === "csv") {
exportToCSV(ContactData, "contact.csv");
}
};
let exportData = activeTab === "notes" ? notesData : ContactData;
if (!exportData?.length) return;
switch (type) {
case "csv":
exportToCSV(exportData, activeTab === "notes" ? "Notes" : "Contacts");
break;
case "excel":
exportToExcel(exportData, activeTab === "notes" ? "Notes" : "Contacts");
break;
case "pdf":
if (activeTab === "notes") {
exportToPDF1(exportData, "Notes");
} else {
// Columns for Contacts PDF
const columns = ["Email", "Phone", "Organization", "Category", "Tags"];
// Sanitize and trim long text to avoid PDF overflow
const sanitizedData = exportData.map(item => ({
Email: (item.Email || "").slice(0, 40),
Phone: (item.Phone || "").slice(0, 20),
Organization: (item.Organization || "").slice(0, 30),
Category: (item.Category || "").slice(0, 20),
Tags: (item.Tags || "").slice(0, 40),
}));
// Export with proper spacing
exportToPDF(sanitizedData, "Contacts", columns, {
columnWidths: [200, 120, 180, 120, 200], // Adjust widths per column
fontSizeHeader: 12,
fontSizeRow: 10,
rowHeight: 25,
});
}
break;
default:
console.warn("Unsupported export type");
}
};
const { data, isLoading, isError, error } = useBucketList();
@ -213,19 +246,6 @@ export default function DirectoryPage({ IsPage = true, projectId = null }) {
</button>
<ul className="dropdown-menu dropdown-menu-end shadow-sm p-2" style={{ minWidth: "220px" }}>
<li>
<button
className="dropdown-item d-flex align-items-center gap-2"
onClick={() => handleExport("csv")}
>
<i className="bx bx-file"></i>
<span>Export to CSV</span>
</button>
</li>
{/* Divider */}
{activeTab === "contacts" && <li><hr className="dropdown-divider" /></li>}
{activeTab === "contacts" && (
<li className="dropdown-item d-flex align-items-center">
<div className="form-check form-switch mb-0">
@ -241,17 +261,31 @@ export default function DirectoryPage({ IsPage = true, projectId = null }) {
<span>{showActive ? "Active Contacts" : "Inactive Contacts"}</span>
</li>
)}
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("csv")}>
<i className="bx bx-file"></i><span>Export to CSV</span>
</button>
</li>
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("excel")}>
<i className="bx bx-spreadsheet"></i><span>Export to Excel</span>
</button>
</li>
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("pdf")}>
<i className="bx bxs-file-pdf"></i><span>Export to PDF</span>
</button>
</li>
{/* Divider */}
{activeTab === "contacts" && <li><hr className="dropdown-divider" /></li>}
</ul>
</div>
</div>
</div>
</div>
</div>
</div>
<div>
<Suspense fallback={<MainDirectoryPageSkeleton />}>
{activeTab === "notes" && (

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@ -1,117 +1,360 @@
// NotesPage.jsx
import React, { useEffect, useState } from "react";
import {
useState,
Suspense,
lazy,
createContext,
useContext,
useEffect,
} from "react";
import Breadcrumb from "../../components/common/Breadcrumb";
import { useFab } from "../../Context/FabContext";
import { useNotes } from "../../hooks/useDirectory";
import NoteFilterPanel from "./NoteFilterPanel";
import { defaultNotesFilter } from "../../components/Directory/DirectorySchema";
import { ITEMS_PER_PAGE } from "../../utils/constants";
import { useDebounce } from "../../utils/appUtils";
import NoteCardDirectoryEditable from "../../components/Directory/NoteCardDirectoryEditable";
import Pagination from "../../components/common/Pagination";
import { NoteCardSkeleton } from "../../components/Directory/DirectoryPageSkeleton";
import {
useBucketList,
useBuckets,
useDeleteBucket,
} from "../../hooks/useDirectory";
import ManageBucket1 from "../../components/Directory/ManageBucket1";
import ManageContact from "../../components/Directory/ManageContact";
import BucketList from "../../components/Directory/BucketList";
import { MainDirectoryPageSkeleton } from "../../components/Directory/DirectoryPageSkeleton";
import ContactProfile from "../../components/Directory/ContactProfile";
import GlobalModel from "../../components/common/GlobalModel";
import ConfirmModal from "../../components/common/ConfirmModal";
import { useSelectedProject } from "../../slices/apiDataManager";
import { exportToCSV, exportToExcel, exportToPDF, exportToPDF1, printTable } from "../../utils/tableExportUtils";
const NotesPage = ({ projectId, searchText, onExport }) => {
const [filters, setFilter] = useState(defaultNotesFilter);
const [currentPage, setCurrentPage] = useState(1);
const debouncedSearch = useDebounce(searchText, 500);
const NotesPage = lazy(() => import("./NotesPage"));
const ContactsPage = lazy(() => import("./ContactsPage"));
const { data, isLoading, isError, error } = useNotes(
projectId,
ITEMS_PER_PAGE,
currentPage,
filters,
debouncedSearch
);
export const DirectoryContext = createContext();
export const useDirectoryContext = () => {
const context = useContext(DirectoryContext);
const { setOffcanvasContent, setShowTrigger } = useFab();
const clearFilter = () => {
setFilter(defaultNotesFilter);
};
useEffect(() => {
setShowTrigger(true);
setOffcanvasContent(
"Notes Filters",
<NoteFilterPanel onApply={setFilter} clearFilter={clearFilter} />
if (!context) {
return (
<div className="container-fluid">
<p>Your Action is out of context</p>
</div>
);
}
return context;
};
export default function DirectoryPage({ IsPage = true, projectId = null }) {
const [searchContact, setsearchContact] = useState("");
const [searchNote, setSearchNote] = useState("");
const [activeTab, setActiveTab] = useState("notes");
const { setActions } = useFab();
const [gridView, setGridView] = useState(true);
const [isOpenBucket, setOpenBucket] = useState(false);
const [isManageContact, setManageContact] = useState({
isOpen: false,
contactId: null,
});
const [deleteBucket, setDeleteBucket] = useState({
isOpen: false,
bucketId: null,
});
const [showActive, setShowActive] = useState(true);
const [contactOpen, setContactOpen] = useState({
contact: null,
Open: false,
});
return () => {
setShowTrigger(false);
setOffcanvasContent("", null);
};
}, []);
const [notesData, setNotesData] = useState([]);
const [ContactData, setContactData] = useState([]);
// 🔹 Format data for export
const formatExportData = (notes) => {
return notes.map((n) => ({
ContactName: n.contactName || "",
Note: n.note ? n.note.replace(/<[^>]+>/g, "") : "", // strip HTML tags
Organization: n.organizationName || "",
CreatedBy: n.createdBy
? `${n.createdBy.firstName || ""} ${n.createdBy.lastName || ""}`.trim()
: "",
CreatedAt: n.createdAt ? new Date(n.createdAt).toLocaleString() : "",
UpdatedBy: n.updatedBy
? `${n.updatedBy.firstName || ""} ${n.updatedBy.lastName || ""}`.trim()
: "",
UpdatedAt: n.updatedAt ? new Date(n.updatedAt).toLocaleString() : "",
}));
};
const handleExport = (type) => {
let exportData = activeTab === "notes" ? notesData : ContactData;
if (!exportData?.length) return;
// 🔹 Pass formatted notes to parent for export
useEffect(() => {
if (data?.data && onExport) {
onExport(formatExportData(data.data));
}
}, [data?.data]);
switch (type) {
case "csv":
exportToCSV(exportData, activeTab === "notes" ? "Notes" : "Contacts");
break;
case "excel":
exportToExcel(exportData, activeTab === "notes" ? "Notes" : "Contacts");
break;
case "pdf":
if (activeTab === "notes") {
exportToPDF1(exportData, "Notes");
} else {
// Columns for Contacts PDF
const columns = ["Email", "Phone", "Organization", "Category", "Tags"];
const paginate = (page) => {
if (page >= 1 && page <= (data?.totalPages ?? 1)) {
setCurrentPage(page);
}
};
// Sanitize and trim long text to avoid PDF overflow
const sanitizedData = exportData.map(item => ({
Email: (item.Email || "").slice(0, 40),
Phone: (item.Phone || "").slice(0, 20),
Organization: (item.Organization || "").slice(0, 30),
Category: (item.Category || "").slice(0, 20),
Tags: (item.Tags || "").slice(0, 40),
}));
if (isError) return <div>{error.message}</div>;
if (isLoading) return <NoteCardSkeleton />;
return (
<div className="d-flex flex-column text-start mt-3">
{data?.data?.length > 0 ? (
<>
{data.data.map((noteItem) => (
<NoteCardDirectoryEditable
key={noteItem.id}
noteItem={noteItem}
contactId={noteItem.contactId}
/>
))}
<div className="col-12 d-flex justify-content-start mt-3">
<Pagination
currentPage={currentPage}
totalPages={data.totalPages}
onPageChange={paginate}
/>
</div>
</>
) : (
// Card for "No notes available"
<div
className="card text-center d-flex align-items-center justify-content-center"
style={{ height: "200px" }}
>
<p className="text-muted mb-0">
{debouncedSearch
? `No notes found matching "${searchText}"`
: Object.keys(filters).some((k) => filters[k] && filters[k].length)
? "No notes found for the applied filters."
: "No notes available."}
</p>
</div>
)}
</div>
);
// Export with proper spacing
exportToPDF(sanitizedData, "Contacts", columns, {
columnWidths: [200, 120, 180, 120, 200], // Adjust widths per column
fontSizeHeader: 12,
fontSizeRow: 10,
rowHeight: 25,
});
}
break;
default:
console.warn("Unsupported export type");
}
};
export default NotesPage;
const { data, isLoading, isError, error } = useBucketList();
const handleTabClick = (tab, e) => {
e.preventDefault();
setActiveTab(tab);
};
useEffect(() => {
const actions = [];
if (IsPage) {
actions.push({
label: "Manage Bucket",
icon: "fa-solid fa-bucket fs-5",
color: "primary",
onClick: () => setOpenBucket(true),
});
}
if (data?.length > 0) {
actions.push({
label: "New Contact",
icon: "bx bx-plus-circle",
color: "warning",
onClick: () => setManageContact({ isOpen: true, contactId: null }),
});
}
setActions(actions);
return () => setActions([]);
}, [IsPage, data]);
const contextValues = {
showActive,
gridView,
data,
setManageContact,
setContactOpen,
setDeleteBucket,
};
const { mutate: DeleteBucket, isPending: Deleting } = useDeleteBucket(() => {
setDeleteBucket({ isOpen: false, bucketId: null });
});
const handleDelete = (bucketId) => {
DeleteBucket(bucketId);
};
if (isLoading) return <MainDirectoryPageSkeleton />;
if (isError) return <div>{error.message}</div>;
return (
<>
<DirectoryContext.Provider value={contextValues}>
<div className={`${IsPage ? "container-fluid" : ""}`}>
{IsPage && (
<Breadcrumb
data={[
{ label: "Home", link: "/dashboard" },
{ label: "Directory", link: null },
]}
></Breadcrumb>
)}
<div className="card ">
<div className="d-flex-row px-2">
<div className="d-flex justify-content-between align-items-center mb-1">
<ul className="nav nav-tabs">
<li className="nav-item cursor-pointer">
<a
className={`nav-link ${activeTab === "notes" ? "active" : ""
} fs-6`}
onClick={(e) => handleTabClick("notes", e)}
>
<i className="bx bx-notepad bx-sm me-1_5"></i>
<span className="d-none d-md-inline">Notes</span>
</a>
</li>
<li className="nav-item cursor-pointer">
<a
className={`nav-link ${activeTab === "contacts" ? "active" : ""
} fs-6`}
onClick={(e) => handleTabClick("contacts", e)}
>
<i className="bx bxs-contact bx-sm me-1_5"></i>
<span className="d-none d-md-inline">Contacts</span>
</a>
</li>
</ul>
<div className="mb-1 px-2 py-3">
<div className="d-flex align-items-center justify-content-between">
<div className="d-flex align-items-center gap-3">
{activeTab === "notes" && (
<input
type="search"
className="form-control form-control-sm"
placeholder="Search notes..."
value={searchNote}
onChange={(e) => setSearchNote(e.target.value)}
/>
)}
{activeTab === "contacts" && (
<div className="d-flex align-items-center gap-3">
<div className="d-flex gap-2 align-items-center">
<input
type="search"
className="form-control form-control-sm"
placeholder="Search contacts..."
value={searchContact}
onChange={(e) => setsearchContact(e.target.value)}
/>
<button
className={`btn btn-sm p-1 ${gridView ? " btn-primary" : " btn-outline-primary"
}`}
onClick={() => setGridView(true)}
>
<i className="bx bx-grid-alt"></i>
</button>
<button
className={`btn btn-sm p-1 ${!gridView ? "btn-primary" : "btn-outline-primary"
}`}
onClick={() => setGridView(false)}
>
<i className="bx bx-list-ul"></i>
</button>
</div>
</div>
)}
</div>
<div className="dropdown z-2">
<button
type="button"
className="btn btn-icon p-0 m-0"
data-bs-toggle="dropdown"
aria-expanded="false"
title="More Actions"
>
<i className="bx bx-dots-vertical-rounded text-muted bx-md"></i>
</button>
<ul className="dropdown-menu dropdown-menu-end shadow-sm p-2" style={{ minWidth: "220px" }}>
{activeTab === "contacts" && (
<li className="dropdown-item d-flex align-items-center">
<div className="form-check form-switch mb-0">
<input
type="checkbox"
className="form-check-input"
role="switch"
id="inactiveContactsSwitch"
checked={showActive}
onChange={(e) => setShowActive(e.target.checked)}
/>
</div>
<span>{showActive ? "Active Contacts" : "Inactive Contacts"}</span>
</li>
)}
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("csv")}>
<i className="bx bx-file"></i><span>Export to CSV</span>
</button>
</li>
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("excel")}>
<i className="bx bx-spreadsheet"></i><span>Export to Excel</span>
</button>
</li>
<li>
<button className="dropdown-item d-flex align-items-center gap-2" onClick={() => handleExport("pdf")}>
<i className="bx bxs-file-pdf"></i><span>Export to PDF</span>
</button>
</li>
{/* Divider */}
{activeTab === "contacts" && <li><hr className="dropdown-divider" /></li>}
</ul>
</div>
</div>
</div>
</div>
</div>
</div>
<div>
<Suspense fallback={<MainDirectoryPageSkeleton />}>
{activeTab === "notes" && (
<NotesPage
projectId={projectId}
searchText={searchNote}
onExport={setNotesData}
/>
)}
{activeTab === "contacts" && (
<ContactsPage
projectId={projectId}
searchText={searchContact}
onExport={setContactData}
/>
)}
</Suspense>
</div>
{isOpenBucket && (
<GlobalModel
size="lg"
isOpen={isOpenBucket}
closeModal={() => setOpenBucket(false)}
>
<ManageBucket1 closeModal={() => setOpenBucket(false)} />
</GlobalModel>
)}
{contactOpen.Open && (
<GlobalModel
size="xl"
isOpen={contactOpen.Open}
closeModal={() => setContactOpen({ contact: null, Open: false })}
>
<ContactProfile contactId={contactOpen.contact} />
</GlobalModel>
)}
{isManageContact.isOpen && (
<GlobalModel
size="lg"
isOpen={isManageContact}
closeModal={() =>
setManageContact({ isOpen: false, contactId: null })
}
>
<ManageContact
contactId={isManageContact.contactId}
closeModal={() =>
setManageContact({ isOpen: false, contactId: null })
}
/>
</GlobalModel>
)}
{deleteBucket.isOpen && (
<ConfirmModal
isOpen={deleteBucket.isOpen}
type="delete"
header="Delete Bucket"
message="Are you sure you want delete?"
onSubmit={handleDelete}
onClose={() => setDeleteBucket({ isOpen: false, bucketId: null })}
loading={Deleting}
paramData={deleteBucket.bucketId}
/>
)}
</div>
</DirectoryContext.Provider>
</>
);
}

View File

@ -40,39 +40,52 @@ export const exportToExcel = (data, fileName = "data") => {
* @param {Array} data - Array of objects to export
* @param {string} fileName - File name for the PDF (optional)
*/
export const exportToPDF = async (data, fileName = "data", columns = null) => {
const sanitizeText = (text) => {
if (!text) return "";
// Replace all non-ASCII characters with "?" or remove them
return text.replace(/[^\x00-\x7F]/g, "?");
};
export const exportToPDF = async (data, fileName = "data", columns = null, options = {}) => {
if (!data || data.length === 0) return;
const pdfDoc = await PDFDocument.create();
const font = await pdfDoc.embedFont(StandardFonts.Helvetica);
// Landscape dimensions
const pageWidth = 1000; // wider for more space
// Default options
const {
columnWidths = [], // array of widths per column
fontSizeHeader = 12,
fontSizeRow = 10,
rowHeight = 25,
} = options;
const pageWidth = 1000;
const pageHeight = 600;
let page = pdfDoc.addPage([pageWidth, pageHeight]);
const margin = 30;
let y = pageHeight - margin;
const headers = columns || Object.keys(data[0]);
const rowHeight = 25; // slightly taller rows for readability
const columnSpacing = 150; // increase space between columns
// Draw headers
headers.forEach((header, i) => {
page.drawText(header, { x: margin + i * columnSpacing, y, font, size: 12 });
const x = margin + (columnWidths[i] ? columnWidths.slice(0, i).reduce((a, b) => a + b, 0) : i * 150);
page.drawText(header, { x, y, font, size: fontSizeHeader });
});
y -= rowHeight;
// Draw rows
data.forEach(row => {
headers.forEach((header, i) => {
const text = row[header] ? row[header].toString() : '';
page.drawText(text, { x: margin + i * columnSpacing, y, font, size: 10 });
const x = margin + (columnWidths[i] ? columnWidths.slice(0, i).reduce((a, b) => a + b, 0) : i * 150);
const text = row[header] || '';
page.drawText(text, { x, y, font, size: fontSizeRow });
});
y -= rowHeight;
if (y < margin) {
page = pdfDoc.addPage([pageWidth, pageHeight]); // landscape for new page
page = pdfDoc.addPage([pageWidth, pageHeight]);
y = pageHeight - margin;
}
});
@ -87,6 +100,95 @@ export const exportToPDF = async (data, fileName = "data", columns = null) => {
/**
* Export JSON data to PDF in a card-style format
* @param {Array} data - Array of objects to export
* @param {string} fileName - File name for the PDF (optional)
*/
export const exportToPDF1 = async (data, fileName = "data") => {
if (!data || data.length === 0) return;
const pdfDoc = await PDFDocument.create();
const font = await pdfDoc.embedFont(StandardFonts.Helvetica);
const boldFont = await pdfDoc.embedFont(StandardFonts.HelveticaBold);
const pageWidth = 600;
const pageHeight = 800;
const margin = 30;
const cardSpacing = 20;
const cardPadding = 10;
let page = pdfDoc.addPage([pageWidth, pageHeight]);
let y = pageHeight - margin;
for (const item of data) {
const title = item.ContactName || "";
const subtitle = `by ${item.CreatedBy || ""} on ${item.CreatedAt || ""}`;
const body = item.Note || "";
const cardHeight = 80 + (body.length / 60) * 14; // approximate height for body text
if (y - cardHeight < margin) {
page = pdfDoc.addPage([pageWidth, pageHeight]);
y = pageHeight - margin;
}
// Draw card border
page.drawRectangle({
x: margin,
y: y - cardHeight,
width: pageWidth - 2 * margin,
height: cardHeight,
borderColor: rgb(0.7, 0.7, 0.7),
borderWidth: 1,
color: rgb(1, 1, 1),
});
// Draw title
page.drawText(title, {
x: margin + cardPadding,
y: y - 20,
font: boldFont,
size: 12,
color: rgb(0.1, 0.1, 0.1),
});
// Draw subtitle
page.drawText(subtitle, {
x: margin + cardPadding,
y: y - 35,
font,
size: 10,
color: rgb(0.4, 0.4, 0.4),
});
// Draw body text (wrap manually)
const lines = body.match(/(.|[\r\n]){1,80}/g) || [];
lines.forEach((line, i) => {
page.drawText(line, {
x: margin + cardPadding,
y: y - 50 - i * 12,
font,
size: 10,
color: rgb(0.2, 0.2, 0.2),
});
});
y -= cardHeight + cardSpacing;
}
const pdfBytes = await pdfDoc.save();
const blob = new Blob([pdfBytes], { type: 'application/pdf' });
const link = document.createElement('a');
link.href = URL.createObjectURL(blob);
link.download = `${fileName}.pdf`;
link.click();
};
/**
* Print the HTML table by accepting the table element or a reference.
* @param {HTMLElement} table - The table element (or ref) to print