Merge branch 'upgrade_Expense' of https://git.marcoaiot.com/admin/marco.pms.web into upgrade_Expense

This commit is contained in:
pramod.mahajan 2025-11-03 17:49:53 +05:30
commit edafc204b8
6 changed files with 428 additions and 169 deletions

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@ -0,0 +1,203 @@
import React, { useEffect, useState, useMemo } from "react";
import { FormProvider, useForm, Controller } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { defaultPaymentRequestFilter,SearchPaymentRequestSchema } from "./PaymentRequestSchema";
import DateRangePicker, { DateRangePicker1 } from "../common/DateRangePicker";
import SelectMultiple from "../common/SelectMultiple";
import { useProjectName } from "../../hooks/useProjects";
import { useExpenseStatus } from "../../hooks/masterHook/useMaster";
import { useEmployeesAllOrByProjectId } from "../../hooks/useEmployees";
import { useSelector } from "react-redux";
import moment from "moment";
import { usePaymentRequestFilter } from "../../hooks/useExpense";
import { useLocation, useNavigate, useParams } from "react-router-dom";
const PaymentRequestFilterPanel = ({ onApply, handleGroupBy }) => {
const { status } = useParams();
const navigate = useNavigate();
const selectedProjectId = useSelector(
(store) => store.localVariables.projectId
);
const { data, isLoading, isError, error, isFetching, isFetched } =
usePaymentRequestFilter();
const groupByList = useMemo(() => {
return [
{ id: "projects", name: "Project" },
{ id: "status", name: "Status" },
{ id: "createdBy", name: "Submitted By" },
{ id: "currency", name: "Currency" },
{ id: "expensesCategory", name: "Expense Category" },
{ id: "payees", name: "Payee" },
{ id: "date", name: "Due Date" },
].sort((a, b) => a.name.localeCompare(b.name));
}, []);
const [selectedGroup, setSelectedGroup] = useState(groupByList[6]);
const [resetKey, setResetKey] = useState(0);
console.log("Kartik",data)
const methods = useForm({
resolver: zodResolver(SearchPaymentRequestSchema),
defaultValues: defaultPaymentRequestFilter,
});
const { control, handleSubmit, reset, setValue, watch } = methods;
const isTransactionDate = watch("isTransactionDate");
const closePanel = () => {
document.querySelector(".offcanvas.show .btn-close")?.click();
};
const handleGroupChange = (e) => {
const group = groupByList.find((g) => g.id === e.target.value);
if (group) setSelectedGroup(group);
};
const onSubmit = (formData) => {
onApply({
...formData,
startDate: moment.utc(formData.startDate, "DD-MM-YYYY").toISOString(),
endDate: moment.utc(formData.endDate, "DD-MM-YYYY").toISOString(),
});
handleGroupBy(selectedGroup.id);
// closePanel();
};
const onClear = () => {
reset(defaultPaymentRequestFilter);
setResetKey((prev) => prev + 1);
onApply(defaultPaymentRequestFilter);
if (status) {
navigate("/expenses", { replace: true });
}
};
const location = useLocation();
useEffect(() => {
closePanel();
}, [location]);
const [appliedStatusId, setAppliedStatusId] = useState(null);
if (isError && isFetched)
return <div>Something went wrong Here- {error.message} </div>;
return (
<>
<FormProvider {...methods}>
<form onSubmit={handleSubmit(onSubmit)} className="p-2 text-start">
<div className="mb-3 w-100">
<div className="d-flex align-items-center mb-2">
<label className="form-label me-2">Filter By:</label>
</div>
<label className="fw-semibold">Choose Date Range:</label>
<DateRangePicker1
placeholder="DD-MM-YYYY To DD-MM-YYYY"
startField="startDate"
endField="endDate"
resetSignal={resetKey}
defaultRange={false}
maxDate={new Date()}
/>
</div>
<div className="row g-2">
<SelectMultiple
name="projectIds"
label="Projects :"
options={data?.projects}
labelKey="name"
valueKey="id"
/>
<SelectMultiple
name="createdByIds"
label="Submitted By :"
options={data?.createdBy}
labelKey={(item) => item.name}
valueKey="id"
/>
<SelectMultiple
name="payees"
label="Payee :"
options={data?.payees}
labelKey={(item) => item.name}
valueKey="id"
/>
<SelectMultiple
name="expensesCategory"
label="Category :"
options={data?.expensesCategory}
labelKey={(item) => item.name}
valueKey="id"
/>
<SelectMultiple
name="currencyIds"
label="Currency :"
options={data?.currency}
labelKey={(item) => item.name}
valueKey="id"
/>
<div className="mb-3">
<label className="form-label">Status :</label>
<div className="row flex-wrap">
{data?.status
?.slice()
.sort((a, b) => a.name.localeCompare(b.name))
.map((status) => (
<div className="col-6" key={status.id}>
<Controller
control={control}
name="statusIds"
render={({ field: { value = [], onChange } }) => (
<div className="d-flex align-items-center me-3 mb-2">
<input
type="checkbox"
className="form-check-input"
value={status.id}
checked={value.includes(status.id)}
onChange={(e) => {
const checked = e.target.checked;
onChange(
checked
? [...value, status.id]
: value.filter((v) => v !== status.id)
);
}}
/>
<label className="ms-2 mb-0">{status.name}</label>
</div>
)}
/>
</div>
))}
</div>
</div>
</div>
<div className="d-flex justify-content-end py-3 gap-2">
<button
type="button"
className="btn btn-label-secondary btn-sm"
onClick={onClear}
>
Clear
</button>
<button type="submit" className="btn btn-primary btn-sm">
Apply
</button>
</div>
</form>
</FormProvider>
</>
);
};
export default PaymentRequestFilterPanel;

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@ -10,9 +10,14 @@ import { formatDate, formatUTCToLocalTime } from "../../utils/dateUtils";
import Avatar from "../../components/common/Avatar";
import { usePaymentRequestContext } from "../../pages/PaymentRequest/PaymentRequestPage";
import { ExpenseTableSkeleton } from "../Expenses/ExpenseSkeleton";
import ConfirmModal from "../common/ConfirmModal";
import { useNavigate } from "react-router-dom";
const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
const PaymentRequestList = ({filters, groupBy = "submittedBy", search }) => {
const { setManageRequest } = usePaymentRequestContext();
const navigate = useNavigate();
const [IsDeleteModalOpen, setIsDeleteModalOpen] = useState(false);
const [deletingId, setDeletingId] = useState(null);
const groupByField = (items, field) => {
return items.reduce((acc, item) => {
let key;
@ -28,9 +33,8 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
displayField = "Status";
break;
case "submittedBy":
key = `${item?.createdBy?.firstName ?? ""} ${
item.createdBy?.lastName ?? ""
}`.trim();
key = `${item?.createdBy?.firstName ?? ""} ${item.createdBy?.lastName ?? ""
}`.trim();
displayField = "Submitted By";
break;
case "project":
@ -83,9 +87,8 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
label: "Submitted By",
align: "text-start",
getValue: (e) =>
`${e.createdBy?.firstName ?? ""} ${
e.createdBy?.lastName ?? ""
}`.trim() || "N/A",
`${e.createdBy?.firstName ?? ""} ${e.createdBy?.lastName ?? ""
}`.trim() || "N/A",
customRender: (e) => (
<div
className="d-flex align-items-center cursor-pointer"
@ -98,9 +101,8 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
lastName={e.createdBy?.lastName}
/>
<span className="text-truncate">
{`${e.createdBy?.firstName ?? ""} ${
e.createdBy?.lastName ?? ""
}`.trim() || "N/A"}
{`${e.createdBy?.firstName ?? ""} ${e.createdBy?.lastName ?? ""
}`.trim() || "N/A"}
</span>
</div>
),
@ -126,9 +128,8 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
align: "text-center",
getValue: (e) => (
<span
className={`badge bg-label-${
getColorNameFromHex(e?.expenseStatus?.color) || "secondary"
}`}
className={`badge bg-label-${getColorNameFromHex(e?.expenseStatus?.color) || "secondary"
}`}
>
{e?.expenseStatus?.name || "Unknown"}
</span>
@ -142,7 +143,7 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
const { data, isLoading, isError, error, isFetching } = usePaymentRequestList(
ITEMS_PER_PAGE,
currentPage,
{},
filters,
true,
debouncedSearch
);
@ -190,153 +191,179 @@ const PaymentRequestList = ({ groupBy = "submittedBy", search }) => {
);
};
const handleDelete = (id) => {
setDeletingId(id);
DeleteExpense(
{ id },
{
onSettled: () => {
setDeletingId(null);
setIsDeleteModalOpen(false);
},
}
);
};
return (
<div className="card page-min-h table-responsive px-sm-4">
<div className="card-datatable" id="payment-request-table">
<table className="table border-top dataTable text-nowrap align-middle">
<thead>
<tr>
{paymentRequestColumns.map((col) => (
<th key={col.key} className={`sorting ${col.align}`}>
{col.label}
</th>
))}
<th className="text-center">Action</th>
</tr>
</thead>
<>
{IsDeleteModalOpen && (
<ConfirmModal
isOpen={IsDeleteModalOpen}
type="delete"
header="Delete Expense"
message="Are you sure you want delete?"
onSubmit={handleDelete}
onClose={() => setIsDeleteModalOpen(false)}
// loading={isPending}
paramData={deletingId}
/>
)}
<div className="card page-min-h table-responsive px-sm-4">
<div className="card-datatable" id="payment-request-table">
<table className="table border-top dataTable text-nowrap align-middle">
<thead>
<tr>
{paymentRequestColumns.map((col) => (
<th key={col.key} className={`sorting ${col.align}`}>
{col.label}
</th>
))}
<th className="text-center">Action</th>
</tr>
</thead>
<tbody>
{Object.keys(grouped).length > 0 ? (
Object.values(grouped).map(({ key, displayField, items }) => (
<React.Fragment key={key}>
<tr className="tr-group text-dark">
<td colSpan={8} className="text-start">
<div className="d-flex align-items-center">
{" "}
<small className="fs-6 py-1">
{displayField} :{" "}
</small>{" "}
<small className="fs-6 ms-3">
{IsGroupedByDate ? formatUTCToLocalTime(key) : key}
</small>
</div>
</td>
</tr>
{items?.map((paymentRequest) => (
<tr key={paymentRequest.id}>
{paymentRequestColumns.map(
(col) =>
(col.isAlwaysVisible || groupBy !== col.key) && (
<td
key={col.key}
className={`d-table-cell ${col.align ?? ""}`}
>
{col?.customRender
? col?.customRender(paymentRequest)
: col?.getValue(paymentRequest)}
</td>
)
)}
<td className="sticky-action-column bg-white">
<div className="d-flex justify-content-center gap-2">
<i
className="bx bx-show text-primary cursor-pointer"
onClick={() =>
setViewExpense({
expenseId: paymentRequest.id,
view: true,
})
}
></i>
<div className="dropdown z-2">
<button
type="button"
className="btn btn-xs btn-icon btn-text-secondary rounded-pill dropdown-toggle hide-arrow p-0 m-0"
data-bs-toggle="dropdown"
aria-expanded="false"
>
<i
className="bx bx-dots-vertical-rounded text-muted p-0"
data-bs-toggle="tooltip"
data-bs-offset="0,8"
data-bs-placement="top"
data-bs-custom-class="tooltip-dark"
title="More Action"
></i>
</button>
<ul className="dropdown-menu dropdown-menu-end w-auto">
<li
onClick={() =>
setManageRequest({
IsOpen: true,
RequestId: paymentRequest.id,
})
}
>
<a className="dropdown-item px-2 cursor-pointer py-1">
<i className="bx bx-edit text-primary bx-xs me-2"></i>
<span className="align-left ">Modify</span>
</a>
</li>
<li
onClick={() => {
setIsDeleteModalOpen(true);
setDeletingId(paymentRequest.id);
}}
>
<a className="dropdown-item px-2 cursor-pointer py-1">
<i className="bx bx-trash text-danger bx-xs me-2"></i>
<span className="align-left">Delete</span>
</a>
</li>
</ul>
</div>
<tbody>
{Object.keys(grouped).length > 0 ? (
Object.values(grouped).map(({ key, displayField, items }) => (
<React.Fragment key={key}>
<tr className="tr-group text-dark">
<td colSpan={8} className="text-start">
<div className="d-flex align-items-center">
{" "}
<small className="fs-6 py-1">
{displayField} :{" "}
</small>{" "}
<small className="fs-6 ms-3">
{IsGroupedByDate ? formatUTCToLocalTime(key) : key}
</small>
</div>
</td>
</tr>
))}
</React.Fragment>
))
) : (
<tr>
<td colSpan={8} className="text-center border-0 ">
<div className="py-8">
<p>No Request Found</p>
</div>
</td>
</tr>
)}
</tbody>
</table>
</div>
{items?.map((paymentRequest) => (
<tr key={paymentRequest.id}>
{paymentRequestColumns.map(
(col) =>
(col.isAlwaysVisible || groupBy !== col.key) && (
<td
key={col.key}
className={`d-table-cell ${col.align ?? ""}`}
>
{col?.customRender
? col?.customRender(paymentRequest)
: col?.getValue(paymentRequest)}
</td>
)
)}
<td className="sticky-action-column bg-white">
<div className="d-flex justify-content-center gap-2">
<i
className="bx bx-show text-primary cursor-pointer"
onClick={() =>
setViewExpense({
expenseId: paymentRequest.id,
view: true,
})
}
></i>
{/* Pagination */}
{totalPages > 1 && (
<div className="d-flex justify-content-end py-3 pe-3">
<nav>
<ul className="pagination mb-0">
{[...Array(totalPages)].map((_, index) => (
<li
key={index}
className={`page-item ${
currentPage === index + 1 ? "active" : ""
}`}
>
<button
className="page-link"
onClick={() => setCurrentPage(index + 1)}
>
{index + 1}
</button>
</li>
))}
</ul>
</nav>
<div className="dropdown z-2">
<button
type="button"
className="btn btn-xs btn-icon btn-text-secondary rounded-pill dropdown-toggle hide-arrow p-0 m-0"
data-bs-toggle="dropdown"
aria-expanded="false"
>
<i
className="bx bx-dots-vertical-rounded text-muted p-0"
data-bs-toggle="tooltip"
data-bs-offset="0,8"
data-bs-placement="top"
data-bs-custom-class="tooltip-dark"
title="More Action"
></i>
</button>
<ul className="dropdown-menu dropdown-menu-end w-auto">
<li
onClick={() =>
setManageRequest({
IsOpen: true,
RequestId: paymentRequest.id,
})
}
>
<a className="dropdown-item px-2 cursor-pointer py-1">
<i className="bx bx-edit text-primary bx-xs me-2"></i>
<span className="align-left ">Modify</span>
</a>
</li>
<li
onClick={() => {
setIsDeleteModalOpen(true);
setDeletingId(paymentRequest.id);
}}
>
<a className="dropdown-item px-2 cursor-pointer py-1">
<i className="bx bx-trash text-danger bx-xs me-2"></i>
<span className="align-left">Delete</span>
</a>
</li>
</ul>
</div>
</div>
</td>
</tr>
))}
</React.Fragment>
))
) : (
<tr>
<td colSpan={8} className="text-center border-0 ">
<div className="py-8">
<p>No Request Found</p>
</div>
</td>
</tr>
)}
</tbody>
</table>
</div>
)}
</div>
{/* Pagination */}
{totalPages > 1 && (
<div className="d-flex justify-content-end py-3 pe-3">
<nav>
<ul className="pagination mb-0">
{[...Array(totalPages)].map((_, index) => (
<li
key={index}
className={`page-item ${currentPage === index + 1 ? "active" : ""
}`}
>
<button
className="page-link"
onClick={() => setCurrentPage(index + 1)}
>
{index + 1}
</button>
</li>
))}
</ul>
</nav>
</div>
)}
</div>
</>
);
};

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@ -64,3 +64,25 @@ export const defaultPaymentRequest = {
billAttachments: [],
};
export const SearchPaymentRequestSchema = z.object({
projectIds: z.array(z.string()).optional(),
statusIds: z.array(z.string()).optional(),
createdByIds: z.array(z.string()).optional(),
currencyIds: z.array(z.string()).optional(),
expenseCategoryIds: z.array(z.string()).optional(),
payees: z.array(z.string()).optional(),
startDate: z.string().optional(),
endDate: z.string().optional(),
});
export const defaultPaymentRequestFilter = {
projectIds: [],
statusIds: [],
createdByIds: [],
currencyIds: [],
expenseCategoryIds: [],
payees: [],
startDate: null,
endDate: null,
};

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@ -334,6 +334,14 @@ export const useUpdatePaymentRequest = (onSuccessCallBack) => {
};
//#endregion
export const usePaymentRequestFilter = () => {
return useQuery({
queryKey: ["PaymentRequestFilter"],
queryFn: async () =>
await ExpenseRepository.GetPaymentRequestFilter().then((res) => res.data),
});
};
//#region Advance Payment
export const useExpenseTransactions = (employeeId)=>{
return useQuery({

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@ -1,10 +1,12 @@
import React, { createContext, useState,useEffect, useContext } from "react";
import React, { createContext, useState, useEffect, useContext } from "react";
import Breadcrumb from "../../components/common/Breadcrumb";
import GlobalModel from "../../components/common/GlobalModel";
import ManagePaymentRequest from "../../components/PaymentRequest/ManagePaymentRequest";
import ExpenseFilterPanel from "../../components/Expenses/ExpenseFilterPanel";
import { useFab } from "../../Context/FabContext";
import PaymentRequestList from "../../components/PaymentRequest/PaymentRequestList";
import PaymentRequestFilterPanel from "../../components/PaymentRequest/PaymentRequestFilterPanel";
import { defaultPaymentRequestFilter,SearchPaymentRequestSchema } from "../../components/PaymentRequest/PaymentRequestSchema";
export const PaymentRequestContext = createContext();
export const usePaymentRequestContext = () => {
@ -21,32 +23,27 @@ const PaymentRequestPage = () => {
});
const [ViewRequest,setVieRequest] = useState({view:false,requestId:null})
const { setOffcanvasContent, setShowTrigger } = useFab();
const [filters, setFilters] = useState(defaultPaymentRequestFilter);
const [search, setSearch] = useState("");
const contextValue = {
// setViewExpense,
setManageRequest,
// setDocumentView,
// filterData,
// removeFilterChip
};
useEffect(() => {
setShowTrigger(true);
setOffcanvasContent(
"Expense Filters",
<ExpenseFilterPanel
/>
"Payment Request Filters",
<PaymentRequestFilterPanel onApply={setFilters} />
);
return () => {
setShowTrigger(false);
setOffcanvasContent("", null);
};
},[]);
}, []);
return (
<PaymentRequestContext.Provider value={contextValue}>
@ -95,8 +92,9 @@ const PaymentRequestPage = () => {
</div>
</div>
<PaymentRequestList
search={search}
/>
search={search}
filters={filters}
/>
{/* Add/Edit Modal */}
{ManageRequest.IsOpen && (

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@ -16,20 +16,21 @@ const ExpenseRepository = {
//#endregion
//#region Payment Request
//#region Payment Request
GetPaymentRequestList: (pageSize, pageNumber, filter, isActive, searchString) => {
const payloadJsonString = JSON.stringify(filter);
return api.get(`/api/Expense/get/payment-requests/list?isActive=${isActive}&pageSize=${pageSize}&pageNumber=${pageNumber}&filter=${payloadJsonString}&searchString=${searchString}`);
},
CreatePaymentRequest: (data) => api.post("/api/expense/payment-request/create", data),
UpdatePaymentRequest: (id, data) => api.put(`/api/Expense/payment-request/edit/${id}`, data),
GetPaymentRequest:(id)=>api.get(`/api/Expense/get/payment-request/details/${id}`),
GetPaymentRequest: (id) => api.get(`/api/Expense/get/payment-request/details/${id}`),
GetPaymentRequestFilter: () => api.get('/api/Expense/payment-request/filter'),
//#endregion
//#region Advance Payment
GetTranctionList:()=>api.get(`/get/transactions/${employeeId}`)
GetTranctionList: () => api.get(`/get/transactions/${employeeId}`)
//#endregion
}