Adding Export functionality in Expense.
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@ -1,4 +1,4 @@
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import React, { useState } from "react";
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import React, { useEffect, useState } from "react";
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import { useDeleteExpense, useExpenseList } from "../../hooks/useExpense";
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import Avatar from "../common/Avatar";
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import { useExpenseContext } from "../../pages/Expense/ExpensePage";
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@ -24,7 +24,7 @@ import ExpenseFilterChips from "./ExpenseFilterChips";
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import { defaultFilter } from "./ExpenseSchema";
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import { useNavigate } from "react-router-dom";
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const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
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const ExpenseList = ({ filters, groupBy = "transactionDate", searchText, tableRef, onDataFiltered }) => {
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const [deletingId, setDeletingId] = useState(null);
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const [IsDeleteModalOpen, setIsDeleteModalOpen] = useState(false);
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const {
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@ -47,6 +47,12 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
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debouncedSearch
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);
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useEffect(() => {
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if (onDataFiltered) {
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onDataFiltered(data?.data ?? []);
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}
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}, [data, onDataFiltered]);
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const SelfId = useSelector(
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(store) => store?.globalVariables?.loginUser?.employeeInfo?.id
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);
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@ -258,7 +264,7 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
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groupBy={groupBy}
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/>
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<div
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className="card-datatable table-responsive "
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className="card-datatable table-responsive" ref={tableRef}
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id="horizontal-example"
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>
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<div className="dataTables_wrapper no-footer px-2 ">
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62
src/components/PaymentRequest/handleExpenseExport.jsx
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62
src/components/PaymentRequest/handleExpenseExport.jsx
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@ -0,0 +1,62 @@
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import moment from "moment";
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import { exportToCSV, exportToExcel, exportToPDF, printTable } from "../../utils/tableExportUtils";
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/**
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* Handles exporting expenses data to CSV, Excel, PDF, or Print
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* @param {"csv"|"excel"|"pdf"|"print"} type
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* @param {Array} expenses - List of expenses
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* @param {React.RefObject} tableRef - Table reference for printing
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*/
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const handleExpenseExport = (type, expenses, tableRef) => {
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if (!expenses || expenses.length === 0) return;
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// Map export data
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const exportData = expenses.map((item) => ({
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"Expense ID": item?.expenseUId ?? "-",
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"Expense Category": item?.expenseCategory?.name ?? "-",
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"Payment Mode": item?.paymentMode?.name ?? "-",
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"Submitted By": `${item?.createdBy?.firstName ?? ""} ${item?.createdBy?.lastName ?? ""}`.trim() || "-",
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"Submitted": item?.createdAt ? moment(item.createdAt).format("DD-MMM-YYYY") : "-",
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"Amount": item?.amount?.toLocaleString() ?? "-",
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"Currency": item?.currency?.currencyCode ?? "-",
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"Status": item?.status?.name ?? "-",
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"Project": item?.project?.name ?? "-",
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}));
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// Define column order
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const columns = [
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"Expense ID",
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"Expense Category",
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"Payment Mode",
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"Submitted By",
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"Submitted",
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"Amount",
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"Currency",
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"Status",
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"Project",
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];
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switch (type) {
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case "csv":
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exportToCSV(exportData, "expenses", columns);
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break;
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case "excel":
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exportToExcel(exportData, "expenses", columns);
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break;
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case "pdf":
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exportToPDF(exportData, "expenses", columns);
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break;
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case "print":
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if (tableRef?.current) printTable(tableRef.current);
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break;
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default:
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console.warn("Unhandled export type:", type);
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break;
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}
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};
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export default handleExpenseExport;
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@ -30,6 +30,7 @@ import {
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SearchSchema,
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} from "../../components/Expenses/ExpenseSchema";
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import PreviewDocument from "../../components/Expenses/PreviewDocument";
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import handleExpenseExport from "../../components/PaymentRequest/handleExpenseExport";
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// Context
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export const ExpenseContext = createContext();
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@ -70,6 +71,8 @@ const ExpensePage = () => {
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const IsViewSelf = useHasUserPermission(VIEW_SELF_EXPENSE);
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const { setOffcanvasContent, setShowTrigger } = useFab();
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const [filterData, setFilterdata] = useState(defaultFilter);
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const tableRef = useRef(null);
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const [filteredData, setFilteredData] = useState([]);
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const removeFilterChip = (key, id) => {
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setFilters((prev) => {
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const updated = { ...prev };
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@ -114,6 +117,10 @@ const ExpensePage = () => {
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removeFilterChip,
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};
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const handleExport = (type) => {
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handleExpenseExport(type, filteredData, tableRef); // <-- corrected
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};
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return (
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<ExpenseContext.Provider value={contextValue}>
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<div className="container-fluid">
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@ -126,7 +133,8 @@ const ExpensePage = () => {
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<div className="card my-3 px-sm-4 px-0">
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<div className="card-body py-2 px-3 me-n1">
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<div className="row align-items-center">
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<div className="col-6">
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<div className="col-md-8 col-sm-12 mb-2 mb-md-0">
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<div className="d-flex align-items-center flex-wrap gap-0">
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<input
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type="search"
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className="form-control form-control-sm w-auto"
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@ -135,8 +143,9 @@ const ExpensePage = () => {
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onChange={(e) => setSearchText(e.target.value)}
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/>
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</div>
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</div>
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<div className="col-6 text-end mt-2 mt-sm-0">
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<div className="col-md-4 col-sm-12 text-md-end text-end d-flex justify-content-end align-items-center gap-0">
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{IsCreatedAble && (
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<button
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className="btn btn-sm btn-primary"
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@ -154,6 +163,47 @@ const ExpensePage = () => {
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</span>
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</button>
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)}
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{/* 3-Dots Dropdown */}
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<div className="dropdown">
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<button
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className="btn btn-icon"
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type="button"
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data-bs-toggle="dropdown"
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aria-expanded="false"
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>
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<i className="bx bx-dots-vertical-rounded bx-md"></i>
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</button>
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<ul className="dropdown-menu dropdown-menu-end shadow-sm" style={{ minWidth: "220px" }}>
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<li>
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<button className="dropdown-item" onClick={() => handleExport("print")}>
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<i className="bx bx-printer me-2"></i> Print
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</button>
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</li>
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<li><hr className="dropdown-divider" /></li>
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<li>
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<button className="dropdown-item" onClick={() => handleExport("csv")}>
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<i className="bx bx-file me-2"></i> CSV
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</button>
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</li>
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<li>
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<button className="dropdown-item" onClick={() => handleExport("excel")}>
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<i className="bx bxs-file-export me-2"></i> Excel
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</button>
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</li>
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<li>
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<button className="dropdown-item" onClick={() => handleExport("pdf")}>
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<i className="bx bxs-file-pdf me-2"></i> PDF
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</button>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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@ -163,6 +213,8 @@ const ExpensePage = () => {
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filters={filters}
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groupBy={groupBy}
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searchText={searchText}
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tableRef={tableRef}
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onDataFiltered={setFilteredData}
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/>
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</>
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) : (
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