Files
solidtime/resources/js/Components/Common/Reporting/ReportingOverview.vue
2026-04-17 12:15:26 +02:00

470 lines
20 KiB
Vue

<script setup lang="ts">
import {
ChartBarIcon,
ArrowDownTrayIcon,
EllipsisVerticalIcon,
LockClosedIcon,
} from '@heroicons/vue/20/solid';
import { SaveIcon } from 'lucide-vue-next';
import { getOrganizationCurrencyString } from '@/utils/money';
import {
formatReportingDuration,
getDayJsInstance,
getLocalizedDayJs,
} from '@/packages/ui/src/utils/time';
import { formatCents } from '@/packages/ui/src/utils/money';
import ReportingTabNavbar from '@/Components/Common/Reporting/ReportingTabNavbar.vue';
import ReportingRow from '@/Components/Common/Reporting/ReportingRow.vue';
import PageTitle from '@/Components/Common/PageTitle.vue';
import ReportingChart from '@/Components/Common/Reporting/ReportingChart.vue';
import ReportingGroupBySelect from '@/Components/Common/Reporting/ReportingGroupBySelect.vue';
import MainContainer from '@/packages/ui/src/MainContainer.vue';
import ReportingExportModal from '@/Components/Common/Reporting/ReportingExportModal.vue';
import ReportingPieChart from '@/Components/Common/Reporting/ReportingPieChart.vue';
import ReportingFilterBar from '@/Components/Common/Reporting/ReportingFilterBar.vue';
import { SecondaryButton } from '@/packages/ui/src';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/packages/ui/src';
import ReportCreateModal from '@/Components/Common/Report/ReportCreateModal.vue';
import UpgradeModal from '@/Components/Common/UpgradeModal.vue';
import { canCreateReports } from '@/utils/permissions';
import { isAllowedToPerformPremiumAction } from '@/utils/billing';
import { computed, type ComputedRef, inject, ref, watch } from 'vue';
import { type GroupingOption, useReportingStore } from '@/utils/useReporting';
import {
type AggregatedTimeEntries,
type AggregatedTimeEntriesQueryParams,
api,
type CreateReportBodyProperties,
type Organization,
} from '@/packages/api/src';
import { getCurrentMembershipId, getCurrentOrganizationId, getCurrentRole } from '@/utils/useUser';
import { useSessionStorage, useStorage } from '@vueuse/core';
import { useNotificationsStore } from '@/utils/notification';
import type { ExportFormat } from '@/types/reporting';
import { getRandomColorWithSeed } from '@/packages/ui/src/utils/color';
import { useProjectsQuery } from '@/utils/useProjectsQuery';
import { useAggregatedTimeEntriesQuery } from '@/utils/useAggregatedTimeEntriesQuery';
type TimeEntryRoundingType = 'up' | 'down' | 'nearest';
const { handleApiRequestNotifications } = useNotificationsStore();
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 billable = ref<'true' | 'false' | null>(null);
const roundingEnabled = ref<boolean>(false);
const roundingType = ref<TimeEntryRoundingType>('nearest');
const roundingMinutes = ref<number>(15);
const group = useStorage<GroupingOption>('reporting-group', 'project');
const subGroup = useStorage<GroupingOption>('reporting-sub-group', 'task');
const reportingStore = useReportingStore();
const { groupByOptions, getNameForReportingRowEntry, emptyPlaceholder } = reportingStore;
const organization = inject<ComputedRef<Organization>>('organization');
const showBillableRate = computed(() => {
return !!(
getCurrentRole() !== 'employee' || organization?.value?.employees_can_see_billable_rates
);
});
// Ensure sub-group falls back when it collides with group
watch(
group,
() => {
if (group.value === subGroup.value) {
const fallbackOption = groupByOptions.find((el) => el.value !== group.value);
if (fallbackOption?.value) {
subGroup.value = fallbackOption.value;
}
}
},
{ immediate: true }
);
function getOptimalGroupingOption(start: string, end: string): 'day' | 'week' | 'month' {
const diffInDays = getDayJsInstance()(end).diff(getDayJsInstance()(start), 'd');
if (diffInDays <= 31) {
return 'day';
} else if (diffInDays <= 200) {
return 'week';
} else {
return 'month';
}
}
const filterParams = computed<AggregatedTimeEntriesQueryParams>(() => {
return {
start: getLocalizedDayJs(startDate.value).startOf('day').utc().format(),
end: getLocalizedDayJs(endDate.value).endOf('day').utc().format(),
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,
billable: billable.value !== null ? billable.value : undefined,
member_id: getCurrentRole() === 'employee' ? getCurrentMembershipId() : undefined,
rounding_type: roundingEnabled.value ? roundingType.value : undefined,
rounding_minutes: roundingEnabled.value ? roundingMinutes.value : undefined,
};
});
const graphQueryParams = computed<AggregatedTimeEntriesQueryParams>(() => {
return {
...filterParams.value,
fill_gaps_in_time_groups: 'true',
group: getOptimalGroupingOption(startDate.value, endDate.value),
};
});
const tableQueryParams = computed<AggregatedTimeEntriesQueryParams>(() => {
return {
...filterParams.value,
group: group.value,
sub_group: subGroup.value,
};
});
const { data: graphResponse } = useAggregatedTimeEntriesQuery('graph', graphQueryParams);
const { data: tableResponse } = useAggregatedTimeEntriesQuery('table', tableQueryParams);
const aggregatedGraphTimeEntries = computed<AggregatedTimeEntries | undefined>(() => {
return graphResponse.value?.data as AggregatedTimeEntries | undefined;
});
const aggregatedTableTimeEntries = computed<AggregatedTimeEntries | undefined>(() => {
return tableResponse.value?.data as AggregatedTimeEntries | undefined;
});
const reportProperties = computed(() => {
const { billable: billableFilter, ...rest } = filterParams.value;
let billableValue: boolean | null = null;
if (billableFilter === 'true') {
billableValue = true;
} else if (billableFilter === 'false') {
billableValue = false;
}
return {
...rest,
billable: billableValue,
group: group.value,
sub_group: subGroup.value,
history_group: getOptimalGroupingOption(startDate.value, endDate.value),
} as CreateReportBodyProperties;
});
async function downloadExport(format: ExportFormat) {
const organizationId = getCurrentOrganizationId();
if (organizationId) {
const response = await handleApiRequestNotifications(
() =>
api.exportAggregatedTimeEntries({
params: {
organization: organizationId,
},
queries: {
...filterParams.value,
group: group.value,
sub_group: subGroup.value,
history_group: getOptimalGroupingOption(startDate.value, endDate.value),
format: format,
},
}),
'Export successful',
'Export failed'
);
if (response?.download_url) {
showExportModal.value = true;
exportUrl.value = response.download_url as string;
}
}
}
const { projects } = useProjectsQuery();
const showExportModal = ref(false);
const exportUrl = ref<string | null>(null);
const showCreateReportModal = ref(false);
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;
});
}
function onSaveReportClick() {
if (isAllowedToPerformPremiumAction()) {
showCreateReportModal.value = true;
} else {
showPremiumModal.value = true;
}
}
const groupedPieChartData = computed(() => {
return (
aggregatedTableTimeEntries.value?.grouped_data?.map((entry) => {
const name = getNameForReportingRowEntry(
entry.key,
aggregatedTableTimeEntries.value?.grouped_type ?? null
);
let color = getRandomColorWithSeed(entry.key ?? 'none');
if (
name &&
aggregatedTableTimeEntries.value?.grouped_type &&
emptyPlaceholder[aggregatedTableTimeEntries.value.grouped_type] === name
) {
color = '#CCCCCC';
} else if (aggregatedTableTimeEntries.value?.grouped_type === 'project') {
color =
projects.value?.find((project) => project.id === entry.key)?.color ?? '#CCCCCC';
}
return {
value: entry.seconds,
name:
getNameForReportingRowEntry(
entry.key,
aggregatedTableTimeEntries.value?.grouped_type ?? null
) ?? '',
color: color,
};
}) ?? []
);
});
const tableData = computed(() => {
return aggregatedTableTimeEntries.value?.grouped_data?.map((entry) => {
return {
seconds: entry.seconds,
cost: entry.cost,
description: getNameForReportingRowEntry(
entry.key,
aggregatedTableTimeEntries.value?.grouped_type ?? null
),
grouped_data:
entry.grouped_data?.map((el) => {
return {
seconds: el.seconds,
cost: el.cost,
description: getNameForReportingRowEntry(el.key, entry.grouped_type),
};
}) ?? [],
};
});
});
</script>
<template>
<ReportingExportModal
v-model:show="showExportModal"
:export-url="exportUrl"></ReportingExportModal>
<ReportCreateModal
v-model:show="showCreateReportModal"
:properties="reportProperties"></ReportCreateModal>
<UpgradeModal v-model:show="showPremiumModal">
This feature is 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="reporting" class="hidden sm:flex"></ReportingTabNavbar>
</div>
<div class="hidden sm:flex space-x-2">
<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>
<SecondaryButton v-if="canCreateReports()" :icon="SaveIcon" @click="onSaveReportClick">
Save Report
</SecondaryButton>
</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>
<DropdownMenuItem v-if="canCreateReports()" @click="onSaveReportClick">
Save Report
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</MainContainer>
<MainContainer class="sm:hidden py-2 border-b border-default-background-separator">
<ReportingTabNavbar active="reporting"></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: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" />
<MainContainer>
<div class="pt-10 w-full px-3 relative">
<ReportingChart
:grouped-type="aggregatedGraphTimeEntries?.grouped_type ?? null"
:grouped-data="aggregatedGraphTimeEntries?.grouped_data ?? null"></ReportingChart>
</div>
</MainContainer>
<MainContainer>
<div class="sm:grid grid-cols-4 pt-6 items-start">
<div class="col-span-3 bg-secondary rounded-lg border border-card-border pt-3">
<div
class="text-sm flex text-text-primary items-center space-x-3 font-medium px-6 border-b border-card-background-separator pb-3">
<span>Group by</span>
<ReportingGroupBySelect
v-model="group"
:group-by-options="groupByOptions"></ReportingGroupBySelect>
<span>and</span>
<ReportingGroupBySelect
v-model="subGroup"
:group-by-options="
groupByOptions.filter((el) => el.value !== group)
"></ReportingGroupBySelect>
</div>
<div
class="grid items-center"
:style="`grid-template-columns: 1fr 100px ${showBillableRate ? '150px' : ''}`">
<div
class="contents [&>*]:border-card-background-separator [&>*]:border-b [&>*]:bg-secondary [&>*]:pb-1.5 [&>*]:pt-1 text-text-tertiary text-sm">
<div class="pl-6">Name</div>
<div class="text-right" :class="!showBillableRate ? 'pr-6' : ''">
Duration
</div>
<div v-if="showBillableRate" class="text-right pr-6">Cost</div>
</div>
<template
v-if="
aggregatedTableTimeEntries?.grouped_data &&
aggregatedTableTimeEntries.grouped_data?.length > 0
">
<ReportingRow
v-for="entry in tableData"
:key="entry.description ?? 'none'"
:currency="getOrganizationCurrencyString()"
:type="aggregatedTableTimeEntries.grouped_type"
:show-cost="showBillableRate"
:entry="entry"></ReportingRow>
<div class="contents [&>*]:transition text-text-tertiary [&>*]:h-[50px]">
<div class="flex items-center pl-6 font-medium">
<span>Total</span>
</div>
<div
class="justify-end flex items-center font-medium"
:class="!showBillableRate ? 'pr-6' : ''">
{{
formatReportingDuration(
aggregatedTableTimeEntries.seconds,
organization?.interval_format,
organization?.number_format
)
}}
</div>
<div
v-if="showBillableRate"
class="justify-end pr-6 flex items-center font-medium">
{{
aggregatedTableTimeEntries.cost
? formatCents(
aggregatedTableTimeEntries.cost,
getOrganizationCurrencyString(),
organization?.currency_format,
organization?.currency_symbol,
organization?.number_format
)
: '--'
}}
</div>
</div>
</template>
<div
v-else
class="chart flex flex-col items-center justify-center py-12"
:class="showBillableRate ? 'col-span-3' : 'col-span-2'">
<p class="text-lg text-text-primary font-medium">No time entries found</p>
<p>Try to change the filters and time range</p>
</div>
</div>
</div>
<div class="px-2 lg:px-4">
<ReportingPieChart :data="groupedPieChartData"></ReportingPieChart>
</div>
</div>
</MainContainer>
</template>
<style scoped></style>