Files
solidtime/resources/js/Pages/ReportingDetailed.vue
Beda Schmid 58d7b33366 Add filter to include/exclude tags
[Added]
- Introduced a tag filter feature allowing users to specify whether tags should be included or excluded in time entry filters. This supports 'contains' and 'not_contains' modes.
2026-06-26 14:53:37 +02:00

476 lines
20 KiB
Vue

<script setup lang="ts">
import MainContainer from '@/packages/ui/src/MainContainer.vue';
import AppLayout from '@/Layouts/AppLayout.vue';
import PageTitle from '@/Components/Common/PageTitle.vue';
import {
ChartBarIcon,
ChevronLeftIcon,
ChevronDoubleLeftIcon,
ChevronRightIcon,
ChevronDoubleRightIcon,
ClockIcon,
EllipsisVerticalIcon,
ArrowDownTrayIcon,
LockClosedIcon,
} from '@heroicons/vue/20/solid';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/packages/ui/src';
import { SecondaryButton } from '@/packages/ui/src';
import { computed, onMounted, ref, watch } from 'vue';
import { getDayJsInstance, getLocalizedDayJs } from '@/packages/ui/src/utils/time';
import { storeToRefs } from 'pinia';
import {
api,
type Client,
type CreateClientBody,
type CreateProjectBody,
type Project,
type TimeEntry,
} from '@/packages/api/src';
import { useTagsQuery } from '@/utils/useTagsQuery';
import { useTagsStore } from '@/utils/useTags';
import { useSessionStorage } from '@vueuse/core';
import TimeEntryRow from '@/packages/ui/src/TimeEntry/TimeEntryRow.vue';
import { useCurrentTimeEntryStore } from '@/utils/useCurrentTimeEntry';
import { useProjectsQuery } from '@/utils/useProjectsQuery';
import { useProjectsStore } from '@/utils/useProjects';
import { useTasksQuery } from '@/utils/useTasksQuery';
import { useClientsQuery } from '@/utils/useClientsQuery';
import { useClientsStore } from '@/utils/useClients';
import { getOrganizationCurrencyString } from '@/utils/money';
import { useMembersQuery } from '@/utils/useMembersQuery';
import {
PaginationEllipsis,
PaginationFirst,
PaginationLast,
PaginationList,
PaginationListItem,
PaginationNext,
PaginationPrev,
PaginationRoot,
} from 'radix-vue';
import { useQueryClient } from '@tanstack/vue-query';
import { getCurrentOrganizationId, getCurrentMembershipId } from '@/utils/useUser';
import ReportingTabNavbar from '@/Components/Common/Reporting/ReportingTabNavbar.vue';
import UpgradeModal from '@/Components/Common/UpgradeModal.vue';
import type { ExportFormat } from '@/types/reporting';
import { useNotificationsStore } from '@/utils/notification';
import TimeEntryMassActionRow from '@/packages/ui/src/TimeEntry/TimeEntryMassActionRow.vue';
import { isAllowedToPerformPremiumAction } from '@/utils/billing';
import { canCreateProjects, canViewAllTimeEntries } from '@/utils/permissions';
import ReportingExportModal from '@/Components/Common/Reporting/ReportingExportModal.vue';
import ReportingFilterBar from '@/Components/Common/Reporting/ReportingFilterBar.vue';
import { useTimeEntriesReportQuery } from '@/utils/useTimeEntriesReportQuery';
import { useTimeEntriesMutations } from '@/utils/useTimeEntriesMutations';
import { useOrganizationQuery } from '@/utils/useOrganizationQuery';
import type { TagFilter } from '@/types/reporting';
// TimeEntryRoundingType is now defined in ReportingRoundingControls component
type TimeEntryRoundingType = 'up' | 'down' | 'nearest';
const startDate = useSessionStorage<string>(
'reporting-start-date',
getLocalizedDayJs(getDayJsInstance()().format()).subtract(14, 'd').format()
);
const endDate = useSessionStorage<string>(
'reporting-end-date',
getLocalizedDayJs(getDayJsInstance()().format()).format()
);
const selectedTags = ref<string[]>([]);
const selectedProjects = ref<string[]>([]);
const selectedMembers = ref<string[]>([]);
const selectedTasks = ref<string[]>([]);
const selectedClients = ref<string[]>([]);
const tagFilter = ref<TagFilter>('contains');
const billable = ref<'true' | 'false' | null>(null);
const roundingEnabled = ref<boolean>(false);
const roundingType = ref<TimeEntryRoundingType>('nearest');
const roundingMinutes = ref<number>(15);
const { members } = useMembersQuery();
const { organization } = useOrganizationQuery(getCurrentOrganizationId()!);
const pageLimit = 15;
// Watch rounding enabled state to trigger updates
watch(roundingEnabled, () => {
updateFilteredTimeEntries();
});
const currentPage = ref(1);
function getFilterAttributes() {
const defaultParams = {
start: getLocalizedDayJs(startDate.value).startOf('day').utc().format(),
end: getLocalizedDayJs(endDate.value).endOf('day').utc().format(),
active: 'false' as 'true' | 'false',
limit: pageLimit,
offset: currentPage.value * pageLimit - pageLimit,
};
const params = {
...defaultParams,
member_id: !canViewAllTimeEntries() ? getCurrentMembershipId() : undefined,
member_ids: selectedMembers.value.length > 0 ? selectedMembers.value : undefined,
project_ids: selectedProjects.value.length > 0 ? selectedProjects.value : undefined,
task_ids: selectedTasks.value.length > 0 ? selectedTasks.value : undefined,
client_ids: selectedClients.value.length > 0 ? selectedClients.value : undefined,
tag_ids: selectedTags.value.length > 0 ? selectedTags.value : undefined,
tag_filter: selectedTags.value.length > 0 ? tagFilter.value : undefined,
billable: billable.value !== null ? billable.value : undefined,
rounding_type: roundingEnabled.value ? roundingType.value : undefined,
rounding_minutes: roundingEnabled.value ? roundingMinutes.value : undefined,
};
return params;
}
const currentTimeEntryStore = useCurrentTimeEntryStore();
const { currentTimeEntry } = storeToRefs(currentTimeEntryStore);
const { setActiveState, startLiveTimer } = currentTimeEntryStore;
const { handleApiRequestNotifications } = useNotificationsStore();
const {
createTimeEntry,
updateTimeEntry,
updateTimeEntries: updateTimeEntriesMutation,
deleteTimeEntries: deleteTimeEntriesMutation,
} = useTimeEntriesMutations();
async function updateTimeEntries(
ids: string[],
changes: Parameters<typeof updateTimeEntriesMutation>[0]['changes']
) {
await updateTimeEntriesMutation({ ids, changes });
}
const { tags } = useTagsQuery();
const filterParams = computed(() => getFilterAttributes());
const { data: timeEntryResponse } = useTimeEntriesReportQuery(filterParams);
const totalPages = computed(() => {
return timeEntryResponse?.value?.meta?.total ?? 1;
});
async function deleteTimeEntries(timeEntries: TimeEntry[]) {
await deleteTimeEntriesMutation(timeEntries);
selectedTimeEntries.value = [];
await updateFilteredTimeEntries();
}
const timeEntries = computed(() => {
return timeEntryResponse?.value?.data || [];
});
onMounted(async () => {
await updateFilteredTimeEntries();
});
const { projects } = useProjectsQuery();
const { tasks } = useTasksQuery();
const { clients } = useClientsQuery();
const selectedTimeEntries = ref<TimeEntry[]>([]);
const showExportModal = ref(false);
const exportUrl = ref<string | null>(null);
const showPremiumModal = ref(false);
const exportLoading = ref(false);
function triggerExport(format: ExportFormat) {
if (format === 'pdf' && !isAllowedToPerformPremiumAction()) {
showPremiumModal.value = true;
return;
}
exportLoading.value = true;
downloadExport(format).finally(() => {
exportLoading.value = false;
});
}
async function createTag(name: string) {
return await useTagsStore().createTag(name);
}
async function createProject(project: CreateProjectBody): Promise<Project | undefined> {
return await useProjectsStore().createProject(project);
}
async function createClient(body: CreateClientBody): Promise<Client | undefined> {
return await useClientsStore().createClient(body);
}
async function startTimeEntryFromExisting(entry: TimeEntry) {
if (currentTimeEntry.value.id) {
await setActiveState(false);
}
await createTimeEntry({
project_id: entry.project_id,
task_id: entry.task_id,
start: getDayJsInstance().utc().format(),
end: null,
billable: entry.billable,
description: entry.description,
});
startLiveTimer();
updateFilteredTimeEntries();
useCurrentTimeEntryStore().fetchCurrentTimeEntry();
}
const queryClient = useQueryClient();
async function updateFilteredTimeEntries() {
await queryClient.invalidateQueries({
queryKey: ['timeEntries', 'detailed-report'],
});
}
watch(currentPage, () => {
updateFilteredTimeEntries();
});
function deleteSelected() {
deleteTimeEntries(selectedTimeEntries.value);
}
async function clearSelectionAndState() {
selectedTimeEntries.value = [];
await updateFilteredTimeEntries();
}
async function downloadExport(format: ExportFormat) {
const organizationId = getCurrentOrganizationId();
if (organizationId) {
const response = await handleApiRequestNotifications(
() =>
api.exportTimeEntries({
params: {
organization: organizationId,
},
queries: {
...getFilterAttributes(),
format: format,
},
}),
'Export successful',
'Export failed'
);
if (response?.download_url) {
showExportModal.value = true;
exportUrl.value = response.download_url as string;
}
}
}
</script>
<template>
<AppLayout title="Reporting" data-testid="reporting_view" class="overflow-hidden">
<ReportingExportModal
v-model:show="showExportModal"
:export-url="exportUrl"></ReportingExportModal>
<UpgradeModal v-model:show="showPremiumModal">
<strong>PDF Reports</strong> are only available in solidtime Professional.
</UpgradeModal>
<MainContainer
class="h-14 sm:h-16 border-b border-default-background-separator flex flex-wrap gap-y-3 justify-between items-center">
<div class="flex items-center space-x-3 sm:space-x-6">
<PageTitle :icon="ChartBarIcon" title="Reporting"></PageTitle>
<ReportingTabNavbar active="detailed" class="hidden sm:flex"></ReportingTabNavbar>
</div>
<div class="hidden sm:block">
<DropdownMenu>
<DropdownMenuTrigger as-child>
<SecondaryButton :icon="ArrowDownTrayIcon" :loading="exportLoading">
Export
</SecondaryButton>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem @click="triggerExport('pdf')">
<div class="flex items-center space-x-2">
<span>Export as PDF</span>
<LockClosedIcon
v-if="!isAllowedToPerformPremiumAction()"
class="w-3.5 text-text-tertiary" />
</div>
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('xlsx')">
Export as Excel
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('csv')">
Export as CSV
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('ods')">
Export as ODS
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</div>
<DropdownMenu>
<DropdownMenuTrigger as-child class="sm:hidden">
<button
class="p-1.5 rounded-lg border border-border-tertiary text-text-secondary hover:text-text-primary hover:bg-secondary transition"
aria-label="More options">
<EllipsisVerticalIcon class="w-5 h-5" />
</button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem @click="triggerExport('pdf')">
<div class="flex items-center space-x-2">
<span>Export as PDF</span>
<LockClosedIcon
v-if="!isAllowedToPerformPremiumAction()"
class="w-3.5 text-text-tertiary" />
</div>
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('xlsx')">
Export as Excel
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('csv')">
Export as CSV
</DropdownMenuItem>
<DropdownMenuItem @click="triggerExport('ods')">
Export as ODS
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</MainContainer>
<MainContainer class="sm:hidden py-2 border-b border-default-background-separator">
<ReportingTabNavbar active="detailed"></ReportingTabNavbar>
</MainContainer>
<ReportingFilterBar
v-model:selected-members="selectedMembers"
v-model:selected-projects="selectedProjects"
v-model:selected-tasks="selectedTasks"
v-model:selected-clients="selectedClients"
v-model:selected-tags="selectedTags"
v-model:tag-filter="tagFilter"
v-model:billable="billable"
v-model:rounding-enabled="roundingEnabled"
v-model:rounding-type="roundingType"
v-model:rounding-minutes="roundingMinutes"
v-model:start-date="startDate"
v-model:end-date="endDate"
@submit="updateFilteredTimeEntries" />
<TimeEntryMassActionRow
:selected-time-entries="selectedTimeEntries"
:can-create-project="canCreateProjects()"
:enable-estimated-time="isAllowedToPerformPremiumAction()"
:delete-selected="deleteSelected"
:all-selected="selectedTimeEntries.length === timeEntries.length"
:projects="projects"
:tasks="tasks"
:tags="tags"
:currency="getOrganizationCurrencyString()"
:clients="clients"
:organization-billable-rate="organization?.billable_rate ?? null"
class="border-b border-default-background-separator"
:update-time-entries="
(args) =>
updateTimeEntries(
selectedTimeEntries.map((timeEntry) => timeEntry.id),
args
)
"
:create-project="createProject"
:create-client="createClient"
:create-tag="createTag"
@submit="clearSelectionAndState"
@select-all="selectedTimeEntries = [...timeEntries]"
@unselect-all="selectedTimeEntries = []"></TimeEntryMassActionRow>
<div class="w-full relative @container">
<div v-for="entry in timeEntries" :key="entry.id">
<TimeEntryRow
:selected="selectedTimeEntries.some((item) => item.id === entry.id)"
:can-create-project="canCreateProjects()"
:create-client
:create-project
:enable-estimated-time="isAllowedToPerformPremiumAction()"
:projects="projects"
:tasks="tasks"
:tags="tags"
:clients
:create-tag
:update-time-entry
:on-start-stop-click="() => startTimeEntryFromExisting(entry)"
:delete-time-entry="() => deleteTimeEntries([entry])"
:currency="getOrganizationCurrencyString()"
:organization-billable-rate="organization?.billable_rate ?? null"
:duplicate-time-entry="() => createTimeEntry(entry)"
:members="members"
is-report
show-date
show-member
:time-entry="entry"
@selected="selectedTimeEntries.push(entry)"
@unselected="
selectedTimeEntries = selectedTimeEntries.filter(
(item) => item.id !== entry.id
)
"></TimeEntryRow>
</div>
<div v-if="timeEntries.length === 0">
<div class="text-center pt-12">
<ClockIcon class="w-8 text-icon-default inline pb-2"></ClockIcon>
<h3 class="text-text-primary font-semibold">No time entries found</h3>
<p class="pb-5">Adjust the filters to see more time entries!</p>
</div>
</div>
</div>
<PaginationRoot
v-model:page="currentPage"
:total="totalPages"
:items-per-page="pageLimit"
class="flex justify-center items-center py-8"
:sibling-count="1"
show-edges>
<PaginationList v-slot="{ items }" class="flex items-center space-x-1 relative">
<div class="pr-2 flex items-center space-x-1 border-r border-border-primary mr-1">
<PaginationFirst class="navigation-item">
<ChevronDoubleLeftIcon class="w-4"> </ChevronDoubleLeftIcon>
</PaginationFirst>
<PaginationPrev class="mr-4 navigation-item">
<ChevronLeftIcon class="w-4 text-text-tertiary hover:text-text-primary">
</ChevronLeftIcon>
</PaginationPrev>
</div>
<template v-for="(page, index) in items">
<PaginationListItem
v-if="page.type === 'page'"
:key="index"
class="pagination-item"
:value="page.value">
{{ page.value }}
</PaginationListItem>
<PaginationEllipsis
v-else
:key="page.type"
:index="index"
class="PaginationEllipsis">
<div class="px-2">&#8230;</div>
</PaginationEllipsis>
</template>
<div class="!ml-2 pl-2 flex items-center space-x-1 border-l border-border-primary">
<PaginationNext class="navigation-item">
<ChevronRightIcon
class="w-4 text-text-tertiary hover:text-text-primary"></ChevronRightIcon>
</PaginationNext>
<PaginationLast class="navigation-item">
<ChevronDoubleRightIcon
class="w-4 text-text-tertiary hover:text-text-primary"></ChevronDoubleRightIcon>
</PaginationLast>
</div>
</PaginationList>
</PaginationRoot>
</AppLayout>
</template>
<style lang="postcss">
.navigation-item {
@apply bg-quaternary h-8 w-8 flex items-center justify-center rounded border border-border-primary text-text-tertiary hover:text-text-primary transition cursor-pointer hover:border-border-secondary hover:bg-secondary focus-visible:text-text-primary focus-visible:outline-0 focus-visible:ring-2 focus-visible:ring-ring;
}
.pagination-item {
@apply bg-secondary h-8 w-8 flex items-center justify-center rounded border border-border-tertiary text-text-secondary hover:text-text-primary transition cursor-pointer hover:border-border-secondary hover:bg-secondary focus-visible:text-text-primary focus-visible:outline-0 focus-visible:ring-2 focus-visible:ring-ring;
}
.pagination-item[data-selected] {
@apply text-text-primary bg-accent-300/10 border border-accent-300/20 rounded-md font-medium hover:bg-accent-300/20 active:bg-accent-300/20 outline-0 focus-visible:ring-2 focus:ring-ring transition ease-in-out duration-150;
}
</style>