added New Expense after Payment Request done

This commit is contained in:
pramod.mahajan 2025-11-05 15:17:07 +05:30
parent f4838441aa
commit daaebf919d
13 changed files with 488 additions and 65 deletions

View File

@ -298,7 +298,7 @@ const ExpenseList = ({ filters, groupBy = "transactionDate", searchText }) => {
)
)}
<td className="sticky-action-column bg-white">
<div className="d-flex justify-content-center gap-2">
<div className="d-flex flex-row gap-2">
<i
className="bx bx-show text-primary cursor-pointer"
onClick={() =>

View File

@ -10,7 +10,7 @@ const ExpenseStatusLogs = ({ data }) => {
const sortedLogs = useMemo(() => {
if (!data?.expenseLogs) return [];
return [...data.expenseLogs].sort(
(a, b) => new Date(b.updatedAt) - new Date(a.updatedAt)
(a, b) => new Date(b.updateAt) - new Date(a.updateAt)
);
}, [data?.expenseLogs]);
@ -20,11 +20,12 @@ const ExpenseStatusLogs = ({ data }) => {
);
const timelineData = useMemo(() => {
return logsToShow.map((log, index) => ({
id: index + 1,
title: log.action || "Status Updated",
description: log.comment || "",
timeAgo: log.updatedAt,
timeAgo: log.updateAt,
color: getColorNameFromHex(log.nextStatus?.color) || "primary",
users: log.updatedBy
? [
@ -44,7 +45,7 @@ const ExpenseStatusLogs = ({ data }) => {
};
return (
<div className="page-min-h overflow-auto">
<div className="page-min-h overflow-auto py-1">
<Timeline items={timelineData} />

View File

@ -13,17 +13,19 @@ const Filelist = ({ files, removeFile, expenseToEdit }) => {
return true;
})
.map((file, idx) => (
<div className="col-12 col-sm-6 col-md-4 bg-white " key={idx}>
<div className="row align-items-center">
<div className="col-12 col-sm-6 col-md-4 mb-2" key={idx}>
<div className="d-flex align-items-center justify-content-between bg-white border rounded p-1 ">
{/* File icon and info */}
<div className="col-10 d-flex align-items-center gap-2">
<div className="d-flex align-items-center flex-grow-1 gap-2 overflow-hidden">
<i
className={`bx ${getIconByFileType(file?.contentType)} fs-3`}
className={`bx ${getIconByFileType(
file?.contentType
)} fs-3 text-primary`}
style={{ minWidth: "30px" }}
></i>
<div className="d-flex flex-column text-truncate">
<span className="fw-medium small text-truncate">
<span className="fw-semibold small text-truncate">
{file.fileName}
</span>
<span className="text-body-secondary small">
@ -32,19 +34,17 @@ const Filelist = ({ files, removeFile, expenseToEdit }) => {
</div>
</div>
<div className="col-2 text-end">
<Tooltip text={"Remove file"}>
<i
className="bx bx-trash fs-4 cursor-pointer text-danger bx-sm "
role="button"
onClick={(e) => {
e.preventDefault();
debugger;
removeFile(expenseToEdit ? file.documentId : idx);
}}
></i>
</Tooltip>
</div>
{/* Delete icon */}
<Tooltip text="Remove file">
<i
className="bx bx-sm bx-trash text-danger fs-4 cursor-pointer ms-2"
role="button"
onClick={(e) => {
e.preventDefault();
removeFile(expenseToEdit ? file.documentId : idx);
}}
></i>
</Tooltip>
</div>
</div>
))}

View File

@ -298,35 +298,6 @@ const ManageExpense = ({ closeModal, expenseToEdit = null }) => {
</small>
)}
</div>
{/* <div className="col-md-6">
<Label htmlFor="paidById" className="form-label" required>
Paid By
</Label>
<select
className="form-select form-select-sm"
id="paymentModeId"
{...register("paidById")}
disabled={!selectedproject}
>
<option value="" disabled>
Select Person
</option>
{EmpLoading ? (
<option disabled>Loading...</option>
) : (
employees?.map((emp) => (
<option key={emp.id} value={emp.id}>
{`${emp.firstName} ${emp.lastName} `}
</option>
))
)}
</select>
{errors.paidById && (
<small className="danger-text">{errors.paidById.message}</small>
)}
</div> */}
<div className="col-12 col-md-6 text-start">
<label className="form-label">Paid By </label>
<EmployeeSearchInput

View File

@ -11,6 +11,7 @@ import { defaultActionValues, ExpenseActionScheam } from "./ExpenseSchema";
import { useExpenseContext } from "../../pages/Expense/ExpensePage";
import {
formatCurrency,
formatFigure,
getColorNameFromHex,
getIconByFileType,
localToUtc,
@ -166,7 +167,7 @@ const ViewExpense = ({ ExpenseId }) => {
<label className="form-label me-2 mb-0 fw-semibold text-start" style={{ minWidth: "130px" }}>
Amount :
</label>
<div className="text-muted"> {formatCurrency(data.amount,data?.curency?.currencyCode)}</div>
<div className="text-muted"> {formatFigure(data?.amount,{type:"currency",currency : data?.currency?.currencyCode ?? "INR"} )}</div>
</div>
</div>
@ -294,12 +295,134 @@ const ViewExpense = ({ ExpenseId }) => {
</div>
</div>
{/* ... your remaining conditional sections */}
{data.expensesReimburse && (
<div className="row text-start mt-2">
<div className="col-md-6 mb-sm-0 mb-2">
<label className="form-label me-2 mb-0 fw-semibold">
Transaction ID :
</label>
{data.expensesReimburse.reimburseTransactionId || "N/A"}
</div>
<div className="col-md-6 ">
<label className="form-label me-2 mb-0 fw-semibold">
Reimburse Date :
</label>
{formatUTCToLocalTime(data.expensesReimburse.reimburseDate)}
</div>
{data.expensesReimburse && (
<>
<div className="col-md-6 d-flex align-items-center">
<label className="form-label me-2 mb-0 fw-semibold">
Reimburse By :
</label>
<Avatar
size="xs"
classAvatar="m-0 me-1"
firstName={data?.expensesReimburse?.reimburseBy?.firstName}
lastName={data?.expensesReimburse?.reimburseBy?.lastName}
/>
<span className="text-muted">
{`${data?.expensesReimburse?.reimburseBy?.firstName} ${data?.expensesReimburse?.reimburseBy?.lastName}`.trim()}
</span>
</div>
</>
)}
</div>
)}
<hr className="divider my-1 border-2 divider-primary my-2" />
{Array.isArray(data?.nextStatus) && data.nextStatus.length > 0 && (
<>
{IsPaymentProcess && nextStatusWithPermission?.length > 0 && (
<div className="row">
<div className="col-12 col-md-6 text-start">
<label className="form-label">Transaction Id </label>
<input
type="text"
className="form-control form-control-sm"
{...register("reimburseTransactionId")}
/>
{errors.reimburseTransactionId && (
<small className="danger-text">
{errors.reimburseTransactionId.message}
</small>
)}
</div>
<div className="col-12 col-md-6 text-start">
<label className="form-label">Transaction Date </label>
<DatePicker
name="reimburseDate"
control={control}
minDate={data?.transactionDate}
maxDate={new Date()}
/>
{errors.reimburseDate && (
<small className="danger-text">
{errors.reimburseDate.message}
</small>
)}
</div>
<div className="col-12 col-md-6 text-start">
<label className="form-label">Reimburse By </label>
<EmployeeSearchInput
control={control}
name="reimburseById"
projectId={null}
/>
</div>
</div>
)}
<div className="col-12 mb-3 text-start">
{((nextStatusWithPermission.length > 0 && !IsRejectedExpense) ||
(IsRejectedExpense && isCreatedBy)) && (
<>
<Label className="form-label me-2 mb-0" required>
Comment
</Label>
<textarea
className="form-control form-control-sm"
{...register("comment")}
rows="2"
/>
{errors.comment && (
<small className="danger-text">
{errors.comment.message}
</small>
)}
</>
)}
{nextStatusWithPermission?.length > 0 &&
(!IsRejectedExpense || isCreatedBy) && (
<div className="text-end flex-wrap gap-2 my-2 mt-3">
{nextStatusWithPermission.map((status, index) => (
<button
key={status.id || index}
type="button"
onClick={() => {
setClickedStatusId(status.id);
setValue("statusId", status.id);
handleSubmit(onSubmit)();
}}
disabled={isPending || isFetching}
className="btn btn-primary btn-sm cursor-pointer mx-2 border-0"
>
{isPending && clickedStatusId === status.id
? "Please Wait..."
: status.displayName || status.name}
</button>
))}
</div>
)}
</div>
</>
)}
</div>
</div>
<div className="col-12 col-lg-5 col-xl-4">
<div className="d-flex align-items-center text-secondary my-2">
<div className="d-flex align-items-center text-secondary mb-">
<i className='bx bx-time-five me-2'></i> <p className=" m-0">TimeLine</p>
</div>
<ExpenseStatusLogs data={data} />

View File

@ -0,0 +1,247 @@
import { zodResolver } from "@hookform/resolvers/zod";
import React from "react";
import { useForm } from "react-hook-form";
import {
DefaultRequestedExpense,
RequestedExpenseSchema,
} from "./PaymentRequestSchema";
import Label from "../common/Label";
import { usePaymentMode } from "../../hooks/masterHook/useMaster";
import { useCreatePaymentRequestExpense, useCreateRecurringExpense } from "../../hooks/useExpense";
import Filelist from "../Expenses/Filelist";
import { usePaymentRequestContext } from "../../pages/PaymentRequest/PaymentRequestPage";
const MakeExpense = ({ onClose }) => {
const {isExpenseGenerate} = usePaymentRequestContext()
const {
PaymentModes,
loading: PaymentModeLoading,
error: PaymentModeError,
} = usePaymentMode();
const {
setValue,
register,
watch,
handleSubmit,
formState: { errors },
} = useForm({
resolver: zodResolver(RequestedExpenseSchema),
defaultValues: DefaultRequestedExpense,
});
const files = watch("billAttachments");
const onFileChange = async (e) => {
const newFiles = Array.from(e.target.files);
if (newFiles.length === 0) return;
const existingFiles = watch("billAttachments") || [];
const parsedFiles = await Promise.all(
newFiles.map(async (file) => {
const base64Data = await toBase64(file);
return {
fileName: file.name,
base64Data,
contentType: file.type,
fileSize: file.size,
description: "",
isActive: true,
};
})
);
const combinedFiles = [
...existingFiles,
...parsedFiles.filter(
(newFile) =>
!existingFiles.some(
(f) =>
f.fileName === newFile.fileName && f.fileSize === newFile.fileSize
)
),
];
setValue("billAttachments", combinedFiles, {
shouldDirty: true,
shouldValidate: true,
});
};
const toBase64 = (file) =>
new Promise((resolve, reject) => {
const reader = new FileReader();
reader.readAsDataURL(file);
reader.onload = () => resolve(reader.result.split(",")[1]);
reader.onerror = (error) => reject(error);
});
const removeFile = (index) => {
debugger
const newFiles = files.filter((_, i) => i !== index);
setValue("billAttachments", newFiles, { shouldValidate: true });
};
const { mutate: CreatedExpense, isPending } = useCreatePaymentRequestExpense(
() => {
handleClose();
}
);
const onSubmit = (formData) => {
let payload = {
...formData,
paymentRequestId:isExpenseGenerate?.requestId
}
CreatedExpense(payload)
};
const handleClose = () => {
onClose();
};
return (
<div className="row px-2 py-3">
<form id="expenseForm" onSubmit={handleSubmit(onSubmit)}>
<h5 className="m-0">
Create New Expense
</h5>
<div className="row my-2 text-start">
<div className="col-md-6 mb-2">
<Label htmlFor="paymentModeId" className="form-label" required>
Payment Mode
</Label>
<select
className="form-select form-select-sm"
id="paymentModeId"
{...register("paymentModeId")}
>
<option value="" disabled>
Select Mode
</option>
{PaymentModeLoading ? (
<option disabled>Loading...</option>
) : (
PaymentModes?.map((payment) => (
<option key={payment.id} value={payment.id}>
{payment.name}
</option>
))
)}
</select>
{errors.paymentModeId && (
<small className="danger-text">
{errors.paymentModeId.message}
</small>
)}
</div>
<div className="col-md-6">
<label htmlFor="statusId" className="form-label ">
GST Number
</label>
<input
type="text"
id="gstNumber"
className="form-control form-control-sm"
min="1"
{...register("gstNumber")}
/>
{errors.gstNumber && (
<small className="danger-text">{errors.gstNumber.message}</small>
)}
</div>
</div>
<div className="col-md-6 text-start">
<Label htmlFor="location" className="form-label" required>
Location
</Label>
<input
type="text"
id="location"
className="form-control form-control-sm"
{...register("location")}
/>
{errors.location && (
<small className="danger-text">{errors.location.message}</small>
)}
</div>
<div className="row my-2 text-start">
<div className="col-md-12">
<Label className="form-label" required>
Upload Bill{" "}
</Label>
<div
className="border border-secondary border-dashed rounded p-4 text-center bg-textMuted position-relative"
style={{ cursor: "pointer" }}
onClick={() => document.getElementById("billAttachments").click()}
>
<i className="bx bx-cloud-upload d-block bx-lg"> </i>
<span className="text-muted d-block">
Click to select or click here to browse
</span>
<small className="text-muted">(PDF, JPG, PNG, max 5MB)</small>
<input
type="file"
id="billAttachments"
accept=".pdf,.jpg,.jpeg,.png"
multiple
style={{ display: "none" }}
{...register("billAttachments")}
onChange={(e) => {
onFileChange(e);
e.target.value = "";
}}
/>
</div>
{errors.billAttachments && (
<small className="danger-text">
{errors.billAttachments.message}
</small>
)}
{files.length > 0 && (
<Filelist
files={files}
removeFile={removeFile}
expenseToEdit={false}
/>
)}
{Array.isArray(errors.billAttachments) &&
errors.billAttachments.map((fileError, index) => (
<div key={index} className="danger-text small mt-1">
{
(fileError?.fileSize?.message ||
fileError?.contentType?.message ||
fileError?.base64Data?.message,
fileError?.documentId?.message)
}
</div>
))}
</div>
</div>
<div className="d-flex justify-content-end gap-3">
{" "}
<button
type="reset"
disabled={isPending}
onClick={handleClose}
className="btn btn-label-secondary btn-sm mt-3"
>
Cancel
</button>
<button
type="submit"
className="btn btn-primary btn-sm mt-3"
disabled={isPending}
>
{isPending ? "Please Wait..." : "Submit"}
</button>
</div>
</form>
</div>
);
};
export default MakeExpense;

View File

@ -279,7 +279,7 @@ const PaymentRequestList = ({ filters, groupBy = "submittedBy", search }) => {
)
)}
<td className="sticky-action-column bg-white">
<div className="d-flex justify-content-center gap-2">
<div className="d-flex flex-row gap-2">
<i
className="bx bx-show text-primary cursor-pointer"
onClick={() =>

View File

@ -125,8 +125,43 @@ export const PaymentRequestActionScheam = (
export const defaultPaymentRequestActionValues = {
comment: "",
statusId: "",
paidTransactionId: null,
paidAt: null,
paidById: null,
};
export const RequestedExpenseSchema =
z.object({
paymentModeId: z.string().min(1, { message: "Payment mode is required" }),
location: z.string().min(1, { message: "Location is required" }),
gstNumber: z.string().optional(),
billAttachments: z
.array(
z.object({
fileName: z.string().min(1, { message: "Filename is required" }),
base64Data: z.string().nullable(),
contentType: z
.string()
.refine((val) => ALLOWED_TYPES.includes(val), {
message: "Only PDF, PNG, JPG, or JPEG files are allowed",
}),
documentId: z.string().optional(),
fileSize: z.number().max(MAX_FILE_SIZE, {
message: "File size must be less than or equal to 5MB",
}),
description: z.string().optional(),
isActive: z.boolean().default(true),
})
)
.nonempty({ message: "At least one file attachment is required" }),
})
export const DefaultRequestedExpense = {
paymentModeId:"",
location:"",
gstNumber:"",
// amount:"",
billAttachments:[]
}

View File

@ -20,6 +20,7 @@ const PaymentStatusLogs = ({ data }) => {
);
const timelineData = useMemo(() => {
console.log(logsToShow)
return logsToShow.map((log, index) => ({
id: index + 1,
title: log.nextStatus?.name || "Status Updated",

View File

@ -50,7 +50,7 @@ const ViewPaymentRequest = ({ requestId }) => {
const IsReview = useHasUserPermission(REVIEW_EXPENSE);
const [imageLoaded, setImageLoaded] = useState({});
const { setDocumentView, setModalSize } = usePaymentRequestContext();
const { setDocumentView, setModalSize,setVieRequest ,setIsExpenseGenerate} = usePaymentRequestContext();
const ActionSchema =
PaymentRequestActionScheam(IsPaymentProcess, data?.createdAt) ??
z.object({});
@ -118,9 +118,14 @@ const ViewPaymentRequest = ({ requestId }) => {
const handleImageLoad = (id) => {
setImageLoaded((prev) => ({ ...prev, [id]: true }));
};
const handleExpense = ()=>{
setIsExpenseGenerate({IsOpen:true,requestId:requestId})
setVieRequest({IsOpen:true,requestId:requestId})
}
return (
<form className="container px-3" onSubmit={handleSubmit(onSubmit)}>
<form className="container px-3 py-2 py-md-0" onSubmit={handleSubmit(onSubmit)}>
<div className="col-12 mb-2 text-center ">
<h5 className="fw-semibold m-0">Payment Request Details</h5>
</div>
@ -350,7 +355,7 @@ const ViewPaymentRequest = ({ requestId }) => {
</div>
)}
{Array.isArray(data?.nextStatus) && data?.nextStatus.length > 0 && (
{Array.isArray(data?.nextStatus) && data?.nextStatus.length > 0 ? (
<>
{IsPaymentProcess && nextStatusWithPermission?.length > 0 && (
<div className="row">
@ -436,11 +441,14 @@ const ViewPaymentRequest = ({ requestId }) => {
)}
</div>
</>
)}
):(<div className="text-end flex-wrap gap-2 my-2 mt-3">
<button className="btn btn-sm btn-primary" onClick={handleExpense}>Make Expense</button>
</div>)}
</div>
</div>
<div className=" col-sm-12 my-2 my-md-0 border-top border-md-none col-md-5">
<div className="d-flex mb-2">
<div className=" col-sm-12 my-md-0 border-top border-md-none col-md-5">
<div className="d-flex mb-2 py-1">
<i className="bx bx-time-five me-2 "></i>{" "}
<p className="fw-medium">TimeLine</p>
</div>

View File

@ -395,8 +395,27 @@ export const useDeletePaymentRequest = ()=>{
},
});
}
//#endregion
export const useCreatePaymentRequestExpense = (onSuccessCallBack) => {
const queryClient = useQueryClient();
return useMutation({
mutationFn: async (payload) => {
await ExpenseRepository.CreatePaymentRequestExpense(payload);
},
onSuccess: (_, variables) => {
queryClient.invalidateQueries({ queryKey: ["Expenses"] });
queryClient.invalidateQueries({queryKey:["paymentRequest",variables.paymentRequestId]})
showToast("Expense Created Successfully", "success");
if (onSuccessCallBack) onSuccessCallBack();
},
onError: (error) => {
showToast(
error.message || "Something went wrong please try again !",
"error"
);
},
});
};
export const usePaymentRequestFilter = () => {
return useQuery({
queryKey: ["PaymentRequestFilter"],
@ -408,6 +427,9 @@ export const usePaymentRequestFilter = () => {
});
};
//#endregion
//#region Advance Payment
export const useExpenseTransactions = (employeeId)=>{

View File

@ -9,6 +9,7 @@ import PaymentRequestFilterPanel from "../../components/PaymentRequest/PaymentRe
import { defaultPaymentRequestFilter,SearchPaymentRequestSchema } from "../../components/PaymentRequest/PaymentRequestSchema";
import ViewPaymentRequest from "../../components/PaymentRequest/ViewPaymentRequest";
import PreviewDocument from "../../components/Expenses/PreviewDocument";
import MakeExpense from "../../components/PaymentRequest/MakeExpense";
export const PaymentRequestContext = createContext();
export const usePaymentRequestContext = () => {
@ -30,6 +31,8 @@ const PaymentRequestPage = () => {
IsOpen: false,
Image: null,
});
const [isExpenseGenerate,setIsExpenseGenerate] = useState({IsOpen: null,
RequestId: null,})
const [modalSize,setModalSize] = useState("md")
const [search, setSearch] = useState("");
@ -37,7 +40,9 @@ const PaymentRequestPage = () => {
setManageRequest,
setVieRequest,
setDocumentView,
setModalSize
setModalSize,
setIsExpenseGenerate,
isExpenseGenerate
};
useEffect(() => {
@ -134,6 +139,15 @@ const PaymentRequestPage = () => {
<ViewPaymentRequest requestId={ViewRequest?.requestId} />
</GlobalModel>
)}
{isExpenseGenerate.IsOpen && (
<GlobalModel
isOpen
size="md"
closeModal={() => setIsExpenseGenerate({IsOpen:false, requestId: null})}
>
<MakeExpense onClose={() => setIsExpenseGenerate({IsOpen:false, requestId: null})} />
</GlobalModel>
)}
{ViewDocument.IsOpen && (
<GlobalModel

View File

@ -41,6 +41,7 @@ const ExpenseRepository = {
ActionOnPaymentRequest: (data) =>
api.post("/api/Expense/payment-request/action", data),
DeletePaymentRequest:()=>api.get("delete here come"),
CreatePaymentRequestExpense:(data)=>api.post('/api/Expense/payment-request/expense/create',data),
//#endregion
//#region Recurring Expense