marco.pms.web/src/components/RecurringExpense/ManageRecurringExpense.jsx

608 lines
19 KiB
JavaScript

import React, { useEffect, useState } from "react";
import Label from "../common/Label";
import { Controller, useForm } from "react-hook-form";
import {
useCurrencies,
useExpenseCategory,
useRecurringStatus,
} from "../../hooks/masterHook/useMaster";
import DatePicker from "../common/DatePicker";
import { zodResolver } from "@hookform/resolvers/zod";
import {
defaultRecurringExpense,
PaymentRecurringExpense,
} from "./RecurringExpenseSchema";
import {
FREQUENCY_FOR_RECURRING,
INR_CURRENCY_CODE,
} from "../../utils/constants";
import { useProjectName } from "../../hooks/useProjects";
import {
useCreateRecurringExpense,
usePayee,
useRecurringExpenseDetail,
useUpdateRecurringExpense,
} from "../../hooks/useExpense";
import InputSuggestions from "../common/InputSuggestion";
import { useEmployeesName } from "../../hooks/useEmployees";
import PmsEmployeeInputTag from "../common/PmsEmployeeInputTag";
import HoverPopup from "../common/HoverPopup";
import { SelectProjectField } from "../common/Forms/SelectFieldServerSide";
const ManageRecurringExpense = ({ closeModal, requestToEdit = null }) => {
const {
data,
isLoading,
isError,
error: requestError,
} = useRecurringExpenseDetail(requestToEdit);
const { data: employees } = useEmployeesName(null, null, true);
//APIs
const {
projectNames,
loading: projectLoading,
error,
isError: isProjectError,
} = useProjectName();
const {
data: currencyData,
isLoading: currencyLoading,
isError: currencyError,
} = useCurrencies();
const {
data: statusData,
isLoading: statusLoading,
isError: statusError,
} = useRecurringStatus();
const {
data: Payees,
isLoading: isPayeeLoaing,
isError: isPayeeError,
error: payeeError,
} = usePayee();
const {
expenseCategories,
loading: ExpenseLoading,
error: ExpenseError,
} = useExpenseCategory();
const schema = PaymentRecurringExpense();
const {
register,
control,
watch,
handleSubmit,
setValue,
reset,
formState: { errors },
} = useForm({
resolver: zodResolver(schema),
defaultValues: defaultRecurringExpense,
});
const handleClose = () => {
reset();
closeModal();
};
const { mutate: CreateRecurringExpense, isPending: createPending } =
useCreateRecurringExpense(() => {
handleClose();
});
const { mutate: RecurringExpenseUpdate, isPending } =
useUpdateRecurringExpense(() => handleClose());
const handleEmailGetting = (userArray = []) => {
if (!Array.isArray(userArray) || userArray.length === 0) return [];
return userArray
.map((empId) => {
const foundUser = employees?.data?.find((user) => user.id === empId);
return foundUser?.email || null;
})
.filter(Boolean)
.join(",");
};
useEffect(() => {
if (requestToEdit && data) {
reset({
title: data.title || "",
description: data.description || "",
payee: data.payee || "",
notifyTo: data.notifyTo ? data.notifyTo.map((usr) => usr.id) : [],
currencyId: data.currency.id || "",
amount: data.amount || "",
strikeDate: data.strikeDate?.slice(0, 10) || "",
projectId: data.project.id || "",
paymentBufferDays: data.paymentBufferDays || "",
// numberOfIteration: data.numberOfIteration || "",
endDate: data.endDate?.slice(0, 10) || "",
expenseCategoryId: data.expenseCategory.id || "",
statusId: data.status.id || "",
frequency: data.frequency || "",
isVariable: data.isVariable || false,
});
}
}, [data, reset]);
useEffect(() => {
if (!requestToEdit && currencyData && currencyData.length > 0) {
const inrCurrency = currencyData.find((c) => c.id === INR_CURRENCY_CODE);
if (inrCurrency) {
setValue("currencyId", INR_CURRENCY_CODE, { shouldValidate: true });
}
}
}, [currencyData, requestToEdit, setValue]);
const StrikeDate = watch("strikeDate");
const onSubmit = (fromdata) => {
let payload = {
...fromdata,
strikeDate: fromdata.strikeDate
? new Date(fromdata.strikeDate).toISOString()
: null,
endDate: fromdata.endDate
? new Date(fromdata.endDate).toISOString()
: null,
notifyTo: handleEmailGetting(fromdata.notifyTo),
};
if (requestToEdit) {
const editPayload = { ...payload, id: data.id };
RecurringExpenseUpdate({ id: data.id, payload: editPayload });
} else {
CreateRecurringExpense(payload);
}
};
return (
<div className="container p-3">
<h5 className="m-0">
{requestToEdit
? "Update Expense Recurring "
: "Create Expense Recurring"}
</h5>
<form id="expenseForm" onSubmit={handleSubmit(onSubmit)}>
{/* Project and Category */}
<div className="row my-2 text-start">
<div className="col-md-6">
{/* <select
className="form-select"
{...register("projectId")}
>
<option value="">Select Project</option>
{projectLoading ? (
<option>Loading...</option>
) : (
projectNames?.map((project) => (
<option key={project.id} value={project.id}>
{project.name}
</option>
))
)}
</select> */}
<SelectProjectField
label="Select Project"
required
placeholder="Select Project"
value={watch("projectId")}
onChange={(val) =>
setValue("projectId", val, {
shouldDirty: true,
shouldValidate: true,
})
}
/>
{errors.projectId && (
<small className="danger-text">{errors.projectId.message}</small>
)}
</div>
<div className="col-md-6">
<Label htmlFor="expenseCategoryId" className="form-label" required>
Expense Category
</Label>
<select
className="form-select"
id="expenseCategoryId"
{...register("expenseCategoryId")}
>
<option value="" disabled>
Select Category
</option>
{ExpenseLoading ? (
<option disabled>Loading...</option>
) : (
expenseCategories?.map((expense) => (
<option key={expense.id} value={expense.id}>
{expense.name}
</option>
))
)}
</select>
{errors.expenseCategoryId && (
<small className="danger-text">
{errors.expenseCategoryId.message}
</small>
)}
</div>
</div>
{/* Title and Is Variable */}
<div className="row my-2 text-start mt-n2">
<div className="col-md-6">
<Label htmlFor="title" className="form-label" required>
Title
</Label>
<input
type="text"
id="title"
className="form-control "
{...register("title")}
placeholder="Enter title"
/>
{errors.title && (
<small className="danger-text">{errors.title.message}</small>
)}
</div>
<div className="col-md-6">
<div className="d-flex justify-content-start align-items-center text-nowrap gap-2">
<Label htmlFor="isVariable" className="form-label mb-0" required>
Payment Type
</Label>
<HoverPopup
title="Payment Type"
id="payment_type"
content={
<div className="text-wrap" style={{ maxWidth: "200px" }}>
Choose whether the payment amount varies or remains fixed
each cycle.
<br />
<strong>Is Variable:</strong> Amount changes per cycle.
<br />
<strong>Fixed:</strong> Amount stays constant.
</div>
}
>
<i className="bx bx-info-circle bx-sm text-muted cursor-pointer"></i>
</HoverPopup>
</div>
<Controller
name="isVariable"
control={control}
defaultValue={defaultRecurringExpense.isVariable ?? false}
render={({ field }) => (
<div className="d-flex align-items-center gap-3 mt-2">
<div className="form-check">
<input
type="radio"
id="isVariableTrue"
className="form-check-input"
checked={field.value === true}
onChange={() => field.onChange(true)}
/>
<Label
htmlFor="isVariableTrue"
className="form-check-label"
>
Is Variable
</Label>
</div>
<div className="form-check">
<input
type="radio"
id="isVariableFalse"
className="form-check-input"
checked={field.value === false}
onChange={() => field.onChange(false)}
/>
<Label
htmlFor="isVariableFalse"
className="form-check-label"
>
Fixed
</Label>
</div>
</div>
)}
/>
{errors.isVariable && (
<small className="danger-text">{errors.isVariable.message}</small>
)}
</div>
</div>
{/* Date and Amount */}
<div className="row my-2 text-start">
<div className="col-md-6">
<Label htmlFor="strikeDate" className="form-label" required>
Strike Date
</Label>
<DatePicker
name="strikeDate"
control={control}
minDate={new Date()}
className="w-100"
size="md"
/>
{errors.strikeDate && (
<small className="danger-text">{errors.strikeDate.message}</small>
)}
</div>
<div className="col-md-6">
<Label htmlFor="amount" className="form-label" required>
Amount
</Label>
<input
type="number"
id="amount"
className="form-control "
min="1"
step="0.01"
inputMode="decimal"
{...register("amount", { valueAsNumber: true })}
placeholder="Enter amount"
/>
{errors.amount && (
<small className="danger-text">{errors.amount.message}</small>
)}
</div>
</div>
{/* Payee and Currency */}
<div className="row my-2 text-start mt-3">
<div className="col-md-6">
<Label htmlFor="payee" className="form-label" required>
Payee (Supplier Name/Transporter Name/Other)
</Label>
<InputSuggestions
organizationList={Payees}
value={watch("payee") || ""}
onChange={(val) =>
setValue("payee", val, { shouldValidate: true })
}
error={errors.payee?.message}
placeholder="Select or enter payee"
size="md"
/>
</div>
<div className="col-md-6">
<Label htmlFor="currencyId" className="form-label" required>
Currency
</Label>
<select
id="currencyId"
className="form-select"
{...register("currencyId")}
>
<option value="">Select Currency</option>
{currencyLoading && <option>Loading...</option>}
{!currencyLoading &&
!currencyError &&
currencyData?.map((currency) => (
<option key={currency.id} value={currency.id}>
{`${currency.currencyName} (${currency.symbol})`}
</option>
))}
</select>
{errors.currencyId && (
<small className="danger-text">{errors.currencyId.message}</small>
)}
</div>
</div>
{/* Frequency To and Status Id */}
<div className="row my-2 text-start mt-n2">
<div className="col-md-6">
<div className="d-flex justify-content-start align-items-center gap-2">
<Label htmlFor="frequency" className="form-label mb-0" required>
Frequency
</Label>
<HoverPopup
title="Frequency"
id="frequency"
content={
<p>
Defines how often payments or billing occur, such as
monthly, quarterly, or annually.
</p>
}
>
<i className="bx bx-info-circle bx-xs text-muted cursor-pointer"></i>
</HoverPopup>
</div>
<select
id="frequency"
className="form-select mt-1"
{...register("frequency", { valueAsNumber: true })}
>
<option value="">Select Frequency</option>
{Object.entries(FREQUENCY_FOR_RECURRING).map(([key, label]) => (
<option key={key} value={key}>
{label}
</option>
))}
</select>
{errors.frequency && (
<small className="danger-text">{errors.frequency.message}</small>
)}
</div>
<div className="col-md-6">
<Label htmlFor="statusId" className="form-label" required>
Status
</Label>
<select
id="statusId"
className="form-select"
{...register("statusId")}
>
<option value="">Select Status</option>
{statusLoading && <option>Loading...</option>}
{!statusLoading &&
!statusError &&
statusData?.map((status) => (
<option key={status.id} value={status.id}>
{status.name}
</option>
))}
</select>
{errors.statusId && (
<small className="danger-text">{errors.statusId.message}</small>
)}
</div>
</div>
{/* Payment Buffer Days and End Date */}
<div className="row my-2 text-start">
<div className="col-md-6">
<div className="d-flex justify-content-start align-items-center text-nowrap gap-2">
<Label
htmlFor="paymentBufferDays"
className="form-label mb-0 "
required
>
Payment Buffer Days
</Label>
<HoverPopup
title="Payment Buffer Days"
id="payment_buffer_days"
content={
<div className="text-wrap" style={{ maxWidth: "200px" }}>
Number of extra days allowed after the due date before
payment is considered late.
</div>
}
>
<i className="bx bx-info-circle bx-xs text-muted cursor-pointer"></i>
</HoverPopup>
</div>
<input
type="number"
id="paymentBufferDays"
className="form-control mt-1"
min="0"
step="1"
{...register("paymentBufferDays", { valueAsNumber: true })}
placeholder="Enter payment buffer days"
/>
{errors.paymentBufferDays && (
<small className="danger-text">
{errors.paymentBufferDays.message}
</small>
)}
</div>
<div className="col-md-6">
<div className="d-flex justify-content-start align-items-center text-nowrap gap-2">
<Label htmlFor="endDate" className="form-label mb-0" required>
End Date
</Label>
<HoverPopup
title="End Date"
id="end_date"
content={
<div className="text-wrap" style={{ maxWidth: "200px" }}>
The date when the last payment in the recurrence occurs.
</div>
}
>
<i className="bx bx-info-circle bx-xs text-muted cursor-pointer"></i>
</HoverPopup>
</div>
<DatePicker
name="endDate"
control={control}
minDate={StrikeDate}
className="w-100 mt-1"
size="md"
/>
{errors.endDate && (
<small className="danger-text">{errors.endDate.message}</small>
)}
</div>
</div>
<div className="row my-2 text-start">
<div className="col-md-6">
<Label htmlFor="notifyTo" className="form-label" required>
Notify Employees
</Label>
{/* <MultiEmployeeSearchInput
control={control}
name="notifyTo"
projectId={watch("projectId")}
placeholder="Select Employees"
forAll={true}
/> */}
<PmsEmployeeInputTag
control={control}
name="notifyTo"
placeholder="Type to search users"
projectId={watch("projectId")}
forAll={true}
/>
{errors.notifyTo && (
<small className="danger-text">{errors.notifyTo.message}</small>
)}
</div>
</div>
{/* Description */}
<div className="row my-2 text-start">
<div className="col-md-12">
<Label htmlFor="description" className="form-label" required>
Description
</Label>
<textarea
id="description"
className="form-control "
{...register("description")}
rows="2"
></textarea>
{errors.description && (
<small className="danger-text">
{errors.description.message}
</small>
)}
</div>
</div>
<div className="d-flex justify-content-end gap-3">
<button
type="reset"
onClick={handleClose}
className="btn btn-label-secondary btn-sm mt-3"
>
Cancel
</button>
<button type="submit" className="btn btn-primary btn-sm mt-3">
{createPending || isPending
? "Please wait...."
: requestToEdit
? "Update"
: "Save as Draft"}
</button>
</div>
</form>
</div>
);
};
export default ManageRecurringExpense;