added expens group fied Name

This commit is contained in:
pramod.mahajan 2025-10-04 14:13:09 +05:30
parent 997971629f
commit b1c23aab4d
6 changed files with 74 additions and 37 deletions

View File

@ -20,4 +20,8 @@
.text-md {
font-size: 2rem;
}
.text-md-b {
font-weight: normal;
}

View File

@ -73,7 +73,7 @@ const { labels, series, total } = useMemo(() => {
<>
<div className="card-header d-flex justify-content-between align-items-center ">
<div>
<h5 className="mb-1 fw-bold">Expense Breakdown</h5>
<h5 className="mb-1 card-title">Expense Breakdown</h5>
<p className="card-subtitle me-3">Detailed project expenses</p>
</div>

View File

@ -42,12 +42,14 @@ const ExpenseStatus = () => {
<div className="card-body ">
<div className=" py-0 text-start mb-2">
<div className="d-flex justify-content-between align-items-center">
<span className="fs-5"> Project Spendings:</span>{" "}
<div className="d-block">
<span className="fs-5 d-block">Project Spendings:</span>{" "}
<small className="d-block text-gary-80">{`(All Processed Payments)`}</small>
</div>
<span className="text-end text-royalblue text-md">
{formatCurrency(data?.totalAmount)}
</span>
</div>
<small className=" text-gary-80">{`(All Processed Payments)`}</small>
</div>
<div className="report-list text-start">
{[
@ -60,7 +62,7 @@ const ExpenseStatus = () => {
status: EXPENSE_STATUS.payment_pending,
},
{
title: "Pending Approver",
title: "Pending Approve",
count: data?.processPending?.count,
amount: data?.processPending?.totalAmount,
icon: "fa-solid fa-check",
@ -71,7 +73,7 @@ const ExpenseStatus = () => {
title: "Pending Reviewer",
count: data?.reviewPending?.count,
amount: data?.reviewPending?.totalAmount,
icon: "bx bx-file",
icon: "bx bx-search-alt-2",
iconColor: "text-secondary",
status: EXPENSE_STATUS.review_pending,
},
@ -87,25 +89,25 @@ const ExpenseStatus = () => {
<div
key={idx}
className="report-list-item rounded-2 mb-4 bg-lighter px-2 py-3 cursor-pointer"
onClick={()=>handleNavigate(item.status)}
onClick={() => handleNavigate(item?.status)}
>
<div className="d-flex align-items-center">
<div className="report-list-icon shadow-xs me-4">
<span className="d-inline-flex align-items-center justify-content-center rounded-circle border p-2">
<i className={`${item.icon} ${item.iconColor} bx-lg`}></i>
<i className={`${item?.icon} ${item?.iconColor} bx-lg`}></i>
</span>
</div>
<div className="d-flex justify-content-between align-items-center w-100 flex-wrap gap-2">
<div className="d-flex flex-column gap-2">
<span className="fw-bold">{item.title}</span>
<small className="mb-0 text-primary">
{formatCurrency(item.amount)}
</small>
<span className="fw-bold">{item?.title}</span>
{item?.amount ? <small className="mb-0 text-primary">
{formatCurrency(item?.amount)}
</small> :""}
</div>
<div className="">
{" "}
<small className="text-muted fs-semibold text-royalblue text-md">
{item.count}{" "}
{item?.count}{" "}
</small>
<small className="text-muted fs-semibold text-royalblue text-md">
<i className="bx bx-chevron-right"></i>

View File

@ -36,7 +36,7 @@ const ExpenseFilterPanel = ({ onApply, handleGroupBy }) => {
].sort((a, b) => a.name.localeCompare(b.name));
}, []);
const [selectedGroup, setSelectedGroup] = useState(groupByList[0]);
const [selectedGroup, setSelectedGroup] = useState(groupByList[6]);
const [resetKey, setResetKey] = useState(0);
const dynamicDefaultFilter = useMemo(() => {

View File

@ -10,7 +10,11 @@ import {
EXPENSE_REJECTEDBY,
ITEMS_PER_PAGE,
} from "../../utils/constants";
import { formatCurrency, getColorNameFromHex, useDebounce } from "../../utils/appUtils";
import {
formatCurrency,
getColorNameFromHex,
useDebounce,
} from "../../utils/appUtils";
import { ExpenseTableSkeleton } from "./ExpenseSkeleton";
import ConfirmModal from "../common/ConfirmModal";
import { useHasUserPermission } from "../../hooks/useHasUserPermission";
@ -59,40 +63,61 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
const groupByField = (items, field) => {
return items.reduce((acc, item) => {
let key;
let displayField;
switch (field) {
case "transactionDate":
key = item?.transactionDate?.split("T")[0];
displayField = "Transaction Date";
break;
case "status":
key = item?.status?.displayName || "Unknown";
displayField = "Status";
break;
case "submittedBy":
key = `${item?.createdBy?.firstName ?? ""} ${
item.createdBy?.lastName ?? ""
}`.trim();
displayField = "Submitted By";
break;
case "project":
key = item?.project?.name || "Unknown Project";
displayField = "Project";
break;
case "paymentMode":
key = item?.paymentMode?.name || "Unknown Mode";
displayField = "Payment Mode";
break;
case "expensesType":
key = item?.expensesType?.name || "Unknown Type";
displayField = "Expense Type";
break;
case "createdAt":
key = item?.createdAt?.split("T")[0] || "Unknown Type";
key = item?.createdAt?.split("T")[0] || "Unknown Date";
displayField = "Created Date";
break;
default:
key = "Others";
displayField = "Others";
}
if (!acc[key]) acc[key] = [];
acc[key]?.push(item);
const groupKey = `${field}_${key}`; // unique key for object property
if (!acc[groupKey]) {
acc[groupKey] = { key, displayField, items: [] };
}
acc[groupKey].items.push(item);
return acc;
}, {});
};
const expenseColumns = [
{
key: "expenseUId",
label: "Expense Id",
getValue: (e) => e.expenseUId|| "N/A",
align: "text-start mx-2",
},
{
key: "expensesType",
label: "Expense Type",
@ -138,11 +163,7 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
{
key: "amount",
label: "Amount",
getValue: (e) => (
<>
{formatCurrency(e?.amount)}
</>
),
getValue: (e) => <>{formatCurrency(e?.amount)}</>,
isAlwaysVisible: true,
align: "text-end",
},
@ -168,7 +189,11 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
const grouped = groupBy
? groupByField(data?.data ?? [], groupBy)
: { All: data?.data ?? [] };
const IsGroupedByDate = ["transactionDate", "createdAt"]?.includes(groupBy);
const IsGroupedByDate = [
{ key: "transactionDate", displayField: "Transaction Date" },
{ key: "createdAt", displayField: "created Date" },
]?.includes(groupBy);
const canEditExpense = (expense) => {
return (
(expense?.status?.id === EXPENSE_DRAFT ||
@ -226,18 +251,24 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
</thead>
<tbody>
{Object.keys(grouped).length > 0 ? (
Object.entries(grouped).map(([group, expenses]) => (
<React.Fragment key={group}>
Object.values(grouped).map(({ key, displayField, items }) => (
<React.Fragment key={key}>
<tr className="tr-group text-dark">
<td colSpan={8} className="text-start">
<strong>
{IsGroupedByDate
? formatUTCToLocalTime(group)
: group}
</strong>
<div className="d-flex align-items-center">
{" "}
<small className="fs-6 ">
{displayField} :{" "}
</small>{" "}
<small className="fs-6 ms-3">
{IsGroupedByDate
? formatUTCToLocalTime(key)
: key}
</small>
</div>
</td>
</tr>
{expenses.map((expense) => (
{items?.map((expense) => (
<tr key={expense.id}>
{expenseColumns.map(
(col) =>
@ -274,7 +305,6 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
}
></i>
)}
{canDetetExpense(expense) && (
<i
className="bx bx-trash text-danger cursor-pointer"
@ -293,9 +323,9 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
) : (
<tr>
<td colSpan={8} className="text-center border-0 ">
<div className="py-8">
<div className="py-8">
<p>No Expense Found</p>
</div>
</div>
</td>
</tr>
)}

View File

@ -106,11 +106,12 @@ const ViewExpense = ({ ExpenseId }) => {
return (
<form className="container px-3" onSubmit={handleSubmit(onSubmit)}>
<div className="row mb-3">
<div className="col-12 mb-3">
<h5 className="fw-semibold">Expense Details</h5>
<div className="row mb-1">
<div className="col-12 mb-1">
<h5 className="fw-semibold m-0">Expense Details</h5>
<hr />
</div>
<div className="col-12 text-start fw-semibold my-2">{data?.expenseUId}</div>
{/* Row 1 */}
<div className="col-md-6 mb-3">
<div className="d-flex">