started implementing pwc invoice enhanced cost and expence capturing

This commit is contained in:
laxmanhalaki 2026-02-09 20:53:39 +05:30
parent edd1967336
commit 08cda349f3
6 changed files with 1656 additions and 1237 deletions

View File

@ -147,23 +147,40 @@ export function ActivityInformationCard({
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide mb-3 block">
Closed Expenses Breakdown
</label>
<div className="bg-blue-50 border border-blue-200 rounded-lg p-3 space-y-2">
{activityInfo.closedExpensesBreakdown.map((item: { description: string; amount: number }, index: number) => (
<div key={index} className="flex justify-between items-center text-sm">
<span className="text-gray-700">{item.description}</span>
<span className="font-medium text-gray-900">
{formatCurrency(item.amount)}
</span>
</div>
))}
<div className="pt-2 border-t border-blue-300 flex justify-between items-center">
<span className="font-semibold text-gray-900">Total</span>
<span className="font-bold text-blue-600">
{formatCurrency(
activityInfo.closedExpensesBreakdown.reduce((sum: number, item: { description: string; amount: number }) => sum + item.amount, 0)
)}
</span>
</div>
<div className="bg-blue-50 border border-blue-200 rounded-lg overflow-hidden">
<table className="w-full text-xs sm:text-sm">
<thead className="bg-blue-100/50">
<tr>
<th className="px-3 py-2 text-left font-semibold text-blue-900">Description</th>
<th className="px-3 py-2 text-right font-semibold text-blue-900 w-24">Base</th>
<th className="px-3 py-2 text-right font-semibold text-blue-900 w-24">GST</th>
<th className="px-3 py-2 text-right font-semibold text-blue-900 w-28">Total</th>
</tr>
</thead>
<tbody className="divide-y divide-blue-200/50">
{activityInfo.closedExpensesBreakdown.map((item: any, index: number) => (
<tr key={index} className="hover:bg-blue-100/30">
<td className="px-3 py-2 text-gray-700">
{item.description}
{item.gstRate ? <span className="text-[10px] text-gray-400 block">{item.gstRate}% GST</span> : null}
</td>
<td className="px-3 py-2 text-right text-gray-900">{formatCurrency(item.amount)}</td>
<td className="px-3 py-2 text-right text-gray-900">{formatCurrency(item.gstAmt || 0)}</td>
<td className="px-3 py-2 text-right font-medium text-gray-900">
{formatCurrency(item.totalAmt || (item.amount + (item.gstAmt || 0)))}
</td>
</tr>
))}
<tr className="bg-blue-100/50 font-bold">
<td colSpan={3} className="px-3 py-2 text-blue-900">Final Claim Amount</td>
<td className="px-3 py-2 text-right text-blue-700">
{formatCurrency(
activityInfo.closedExpensesBreakdown.reduce((sum: number, item: any) => sum + (item.totalAmt || (item.amount + (item.gstAmt || 0))), 0)
)}
</td>
</tr>
</tbody>
</table>
</div>
</div>
)}

View File

@ -26,6 +26,11 @@ interface DMSDetails {
remarks?: string;
createdByName?: string;
createdAt?: string;
// PWC fields
irn?: string;
ackNo?: string;
ackDate?: string;
signedInvoiceUrl?: string;
}
interface ClaimAmountDetails {
@ -37,6 +42,8 @@ interface ClaimAmountDetails {
interface CostBreakdownItem {
description: string;
amount: number;
gstAmt?: number;
totalAmt?: number;
}
interface RoleBasedVisibility {
@ -85,7 +92,7 @@ export function ProcessDetailsCard({
const calculateTotal = (items?: CostBreakdownItem[]) => {
if (!items || items.length === 0) return 0;
return items.reduce((sum, item) => sum + (item.amount ?? 0), 0);
return items.reduce((sum, item) => sum + (item.totalAmt ?? (item.amount + (item.gstAmt ?? 0))), 0);
};
// Don't render if nothing to show
@ -171,21 +178,54 @@ export function ProcessDetailsCard({
<div className="flex items-center gap-2 mb-2">
<Activity className="w-4 h-4 text-purple-600" />
<Label className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
DMS Number
DMS & E-Invoice Details
</Label>
</div>
<p className="font-bold text-gray-900 mb-2">{dmsDetails.dmsNumber}</p>
<div className="grid grid-cols-2 gap-3 mb-2">
<div>
<p className="text-[10px] text-gray-500 uppercase">DMS Number</p>
<p className="font-bold text-sm text-gray-900">{dmsDetails.dmsNumber || 'N/A'}</p>
</div>
{dmsDetails.ackNo && (
<div>
<p className="text-[10px] text-gray-500 uppercase">Ack No</p>
<p className="font-bold text-sm text-purple-700">{dmsDetails.ackNo}</p>
</div>
)}
</div>
{dmsDetails.irn && (
<div className="mb-2 p-2 bg-purple-50 rounded border border-purple-100">
<p className="text-[10px] text-purple-600 uppercase font-semibold">IRN</p>
<p className="text-[10px] font-mono break-all text-gray-700 leading-tight">
{dmsDetails.irn}
</p>
</div>
)}
{dmsDetails.signedInvoiceUrl && (
<Button
variant="outline"
size="sm"
className="w-full h-8 text-xs gap-2 mb-2 border-purple-200 text-purple-700 hover:bg-purple-50"
onClick={() => window.open(dmsDetails.signedInvoiceUrl, '_blank')}
>
<Receipt className="w-3.5 h-3.5" />
View E-Invoice
</Button>
)}
{dmsDetails.remarks && (
<div className="pt-2 border-t border-purple-100">
<p className="text-xs text-gray-600 mb-1">Remarks:</p>
<p className="text-[10px] text-gray-500 uppercase mb-1">Remarks</p>
<p className="text-xs text-gray-900">{dmsDetails.remarks}</p>
</div>
)}
<div className="pt-2 border-t border-purple-100 mt-2">
<p className="text-xs text-gray-500">By {dmsDetails.createdByName}</p>
<p className="text-xs text-gray-500">{formatDate(dmsDetails.createdAt)}</p>
<p className="text-[10px] text-gray-500">By {dmsDetails.createdByName}</p>
<p className="text-[10px] text-gray-500">{formatDate(dmsDetails.createdAt)}</p>
</div>
</div>
)}
@ -241,10 +281,10 @@ export function ProcessDetailsCard({
</div>
<div className="space-y-1.5 pt-1">
{estimatedBudgetBreakdown.map((item, index) => (
<div key={index} className="flex justify-between items-center text-xs">
<span className="text-gray-700">{item.description}</span>
<span className="font-medium text-gray-900">
{formatCurrency(item.amount)}
<div key={index} className="flex justify-between items-center text-[10px] sm:text-xs">
<div className="text-gray-700 truncate mr-2" title={item.description}>{item.description}</div>
<span className="font-medium text-gray-900 whitespace-nowrap">
{formatCurrency(item.totalAmt ?? (item.amount + (item.gstAmt ?? 0)))}
</span>
</div>
))}
@ -269,10 +309,10 @@ export function ProcessDetailsCard({
</div>
<div className="space-y-1.5 pt-1">
{closedExpensesBreakdown.map((item, index) => (
<div key={index} className="flex justify-between items-center text-xs">
<span className="text-gray-700">{item.description}</span>
<span className="font-medium text-gray-900">
{formatCurrency(item.amount)}
<div key={index} className="flex justify-between items-center text-[10px] sm:text-xs">
<div className="text-gray-700 truncate mr-2" title={item.description}>{item.description}</div>
<span className="font-medium text-gray-900 whitespace-nowrap">
{formatCurrency(item.totalAmt ?? (item.amount + (item.gstAmt ?? 0)))}
</span>
</div>
))}

View File

@ -11,6 +11,12 @@ import { format } from 'date-fns';
interface ProposalCostItem {
description: string;
amount?: number | null;
gstRate?: number;
gstAmt?: number;
cgstAmt?: number;
sgstAmt?: number;
igstAmt?: number;
totalAmt?: number;
}
interface ProposalDetails {
@ -99,7 +105,13 @@ export function ProposalDetailsCard({ proposalDetails, className }: ProposalDeta
Item Description
</th>
<th className="px-4 py-2 text-right text-xs font-semibold text-gray-700 uppercase tracking-wide">
Amount
Base Amount
</th>
<th className="px-4 py-2 text-right text-xs font-semibold text-gray-700 uppercase tracking-wide">
GST
</th>
<th className="px-4 py-2 text-right text-xs font-semibold text-gray-700 uppercase tracking-wide">
Total
</th>
</tr>
</thead>
@ -107,16 +119,27 @@ export function ProposalDetailsCard({ proposalDetails, className }: ProposalDeta
{(proposalDetails.costBreakup || []).map((item, index) => (
<tr key={index} className="hover:bg-gray-50">
<td className="px-4 py-3 text-sm text-gray-900">
{item.description}
<div>{item.description}</div>
{item.gstRate ? (
<div className="text-[10px] text-gray-400">
{item.cgstAmt ? `CGST: ${item.gstRate / 2}%, SGST: ${item.gstRate / 2}%` : `IGST: ${item.gstRate}%`}
</div>
) : null}
</td>
<td className="px-4 py-3 text-sm text-gray-900 text-right">
{formatCurrency(item.amount)}
</td>
<td className="px-4 py-3 text-sm text-gray-900 text-right">
{formatCurrency(item.gstAmt)}
</td>
<td className="px-4 py-3 text-sm text-gray-900 text-right font-medium">
{formatCurrency(item.amount)}
{formatCurrency(item.totalAmt || (item.amount || 0) + (item.gstAmt || 0))}
</td>
</tr>
))}
<tr className="bg-green-50 font-semibold">
<td className="px-4 py-3 text-sm text-gray-900">
Estimated Budget (Total)
<td colSpan={3} className="px-4 py-3 text-sm text-gray-900">
Estimated Budget (Total Inclusive of GST)
</td>
<td className="px-4 py-3 text-sm text-green-700 text-right">
{formatCurrency(estimatedTotal)}

View File

@ -26,7 +26,16 @@ export interface ClaimManagementRequest {
};
estimatedBudget?: number;
closedExpenses?: number;
closedExpensesBreakdown?: Array<{ description: string; amount: number }>;
closedExpensesBreakdown?: Array<{
description: string;
amount: number;
gstRate?: number;
gstAmt?: number;
cgstAmt?: number;
sgstAmt?: number;
igstAmt?: number;
totalAmt?: number;
}>;
description?: string;
};
@ -42,7 +51,16 @@ export interface ClaimManagementRequest {
// Proposal Details (Step 1)
proposalDetails?: {
proposalDocumentUrl?: string;
costBreakup: Array<{ description: string; amount: number }>;
costBreakup: Array<{
description: string;
amount: number;
gstRate?: number;
gstAmt?: number;
cgstAmt?: number;
sgstAmt?: number;
igstAmt?: number;
totalAmt?: number;
}>;
totalEstimatedBudget: number;
timelineMode?: 'date' | 'days';
expectedCompletionDate?: string;
@ -70,6 +88,12 @@ export interface ClaimManagementRequest {
creditNoteNumber?: string;
creditNoteDate?: string;
creditNoteAmount?: number;
// PWC Fields
irn?: string;
ackNo?: string;
ackDate?: string;
signedInvoiceUrl?: string;
taxBreakdown?: any;
};
// Claim Amount
@ -130,19 +154,19 @@ export function mapToClaimManagementRequest(
// Get budget values from budgetTracking table (new source of truth)
const estimatedBudget = budgetTracking.proposalEstimatedBudget ||
budgetTracking.proposal_estimated_budget ||
budgetTracking.initialEstimatedBudget ||
budgetTracking.initial_estimated_budget ||
claimDetails.estimatedBudget ||
claimDetails.estimated_budget;
budgetTracking.proposal_estimated_budget ||
budgetTracking.initialEstimatedBudget ||
budgetTracking.initial_estimated_budget ||
claimDetails.estimatedBudget ||
claimDetails.estimated_budget;
// Get closed expenses - check multiple sources with proper number conversion
const closedExpensesRaw = budgetTracking?.closedExpenses ||
budgetTracking?.closed_expenses ||
completionDetails?.totalClosedExpenses ||
completionDetails?.total_closed_expenses ||
claimDetails?.closedExpenses ||
claimDetails?.closed_expenses;
budgetTracking?.closed_expenses ||
completionDetails?.totalClosedExpenses ||
completionDetails?.total_closed_expenses ||
claimDetails?.closedExpenses ||
claimDetails?.closed_expenses;
// Convert to number and handle 0 as valid value
const closedExpenses = closedExpensesRaw !== null && closedExpensesRaw !== undefined
? Number(closedExpensesRaw)
@ -151,13 +175,19 @@ export function mapToClaimManagementRequest(
// Get closed expenses breakdown from new completionExpenses table
const closedExpensesBreakdown = Array.isArray(completionExpenses) && completionExpenses.length > 0
? completionExpenses.map((exp: any) => ({
description: exp.description || exp.itemDescription || '',
amount: Number(exp.amount) || 0
}))
description: exp.description || exp.itemDescription || '',
amount: Number(exp.amount) || 0,
gstRate: exp.gstRate,
gstAmt: exp.gstAmt,
cgstAmt: exp.cgstAmt,
sgstAmt: exp.sgstAmt,
igstAmt: exp.igstAmt,
totalAmt: exp.totalAmt
}))
: (completionDetails?.closedExpenses ||
completionDetails?.closed_expenses ||
completionDetails?.closedExpensesBreakdown ||
[]);
completionDetails?.closed_expenses ||
completionDetails?.closedExpensesBreakdown ||
[]);
const activityInfo = {
activityName,
@ -200,7 +230,18 @@ export function mapToClaimManagementRequest(
const expectedCompletionDate = proposalDetails?.expectedCompletionDate || proposalDetails?.expected_completion_date;
const proposal = proposalDetails ? {
proposalDocumentUrl: proposalDetails.proposalDocumentUrl || proposalDetails.proposal_document_url,
costBreakup: proposalDetails.costBreakup || proposalDetails.cost_breakup || [],
costBreakup: Array.isArray(proposalDetails.costBreakup || proposalDetails.cost_breakup)
? (proposalDetails.costBreakup || proposalDetails.cost_breakup).map((item: any) => ({
description: item.description || '',
amount: Number(item.amount) || 0,
gstRate: item.gstRate,
gstAmt: item.gstAmt,
cgstAmt: item.cgstAmt,
sgstAmt: item.sgstAmt,
igstAmt: item.igstAmt,
totalAmt: item.totalAmt
}))
: [],
totalEstimatedBudget: proposalDetails.totalEstimatedBudget || proposalDetails.total_estimated_budget || 0,
timelineMode: proposalDetails.timelineMode || proposalDetails.timeline_mode,
expectedCompletionDate: expectedCompletionDate,
@ -224,20 +265,26 @@ export function mapToClaimManagementRequest(
// Map DMS details from new invoice and credit note tables
const dmsDetails = {
eInvoiceNumber: invoice.invoiceNumber || invoice.invoice_number ||
claimDetails.eInvoiceNumber || claimDetails.e_invoice_number,
claimDetails.eInvoiceNumber || claimDetails.e_invoice_number,
eInvoiceDate: invoice.invoiceDate || invoice.invoice_date ||
claimDetails.eInvoiceDate || claimDetails.e_invoice_date,
claimDetails.eInvoiceDate || claimDetails.e_invoice_date,
dmsNumber: invoice.dmsNumber || invoice.dms_number ||
claimDetails.dmsNumber || claimDetails.dms_number,
claimDetails.dmsNumber || claimDetails.dms_number,
creditNoteNumber: creditNote.creditNoteNumber || creditNote.credit_note_number ||
claimDetails.creditNoteNumber || claimDetails.credit_note_number,
claimDetails.creditNoteNumber || claimDetails.credit_note_number,
creditNoteDate: creditNote.creditNoteDate || creditNote.credit_note_date ||
claimDetails.creditNoteDate || claimDetails.credit_note_date,
claimDetails.creditNoteDate || claimDetails.credit_note_date,
creditNoteAmount: creditNote.creditNoteAmount ? Number(creditNote.creditNoteAmount) :
(creditNote.credit_note_amount ? Number(creditNote.credit_note_amount) :
(creditNote.creditNoteAmount ? Number(creditNote.creditNoteAmount) :
(claimDetails.creditNoteAmount ? Number(claimDetails.creditNoteAmount) :
(claimDetails.credit_note_amount ? Number(claimDetails.credit_note_amount) : undefined)))),
(creditNote.credit_note_amount ? Number(creditNote.credit_note_amount) :
(creditNote.creditNoteAmount ? Number(creditNote.creditNoteAmount) :
(claimDetails.creditNoteAmount ? Number(claimDetails.creditNoteAmount) :
(claimDetails.credit_note_amount ? Number(claimDetails.credit_note_amount) : undefined)))),
// PWC fields
irn: invoice.irn || claimDetails.irn,
ackNo: invoice.ackNo || claimDetails.ackNo,
ackDate: invoice.ackDate || claimDetails.ackDate,
signedInvoiceUrl: invoice.signedInvoiceUrl || claimDetails.signedInvoiceUrl,
taxBreakdown: invoice.taxBreakdown || claimDetails.taxBreakdown,
};
// Map claim amounts
@ -267,8 +314,8 @@ export function determineUserRole(apiRequest: any, currentUserId: string): Reque
try {
// Check if user is the initiator
if (apiRequest.initiatorId === currentUserId ||
apiRequest.initiator?.userId === currentUserId ||
apiRequest.requestedBy?.userId === currentUserId) {
apiRequest.initiator?.userId === currentUserId ||
apiRequest.requestedBy?.userId === currentUserId) {
return 'INITIATOR';
}