add reimbursement forms

This commit is contained in:
chark1es 2025-02-19 02:08:42 -08:00
parent 600146296b
commit cfd3d21da8
4 changed files with 804 additions and 388 deletions

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@ -0,0 +1,352 @@
import React, { useState } from 'react';
import { Icon } from '@iconify/react';
import FilePreview from '../universal/FilePreview';
interface ExpenseItem {
description: string;
amount: number;
category: string;
}
interface ReceiptFormData {
field: File;
itemized_expenses: ExpenseItem[];
tax: number;
date: string;
location_name: string;
location_address: string;
notes: string;
}
interface ReceiptFormProps {
onSubmit: (data: ReceiptFormData) => void;
onCancel: () => void;
}
const EXPENSE_CATEGORIES = [
'Travel',
'Meals',
'Supplies',
'Equipment',
'Software',
'Event Expenses',
'Other'
];
export default function ReceiptForm({ onSubmit, onCancel }: ReceiptFormProps) {
const [file, setFile] = useState<File | null>(null);
const [previewUrl, setPreviewUrl] = useState<string>('');
const [itemizedExpenses, setItemizedExpenses] = useState<ExpenseItem[]>([
{ description: '', amount: 0, category: '' }
]);
const [tax, setTax] = useState<number>(0);
const [date, setDate] = useState<string>(new Date().toISOString().split('T')[0]);
const [locationName, setLocationName] = useState<string>('');
const [locationAddress, setLocationAddress] = useState<string>('');
const [notes, setNotes] = useState<string>('');
const [error, setError] = useState<string>('');
const handleFileChange = (e: React.ChangeEvent<HTMLInputElement>) => {
if (e.target.files && e.target.files[0]) {
const selectedFile = e.target.files[0];
// Validate file type
if (!selectedFile.type.match('image/*') && selectedFile.type !== 'application/pdf') {
setError('Only images and PDF files are allowed');
return;
}
// Validate file size (5MB limit)
if (selectedFile.size > 5 * 1024 * 1024) {
setError('File size must be less than 5MB');
return;
}
setFile(selectedFile);
setPreviewUrl(URL.createObjectURL(selectedFile));
setError('');
}
};
const addExpenseItem = () => {
setItemizedExpenses([...itemizedExpenses, { description: '', amount: 0, category: '' }]);
};
const removeExpenseItem = (index: number) => {
if (itemizedExpenses.length === 1) return;
setItemizedExpenses(itemizedExpenses.filter((_, i) => i !== index));
};
const handleExpenseItemChange = (index: number, field: keyof ExpenseItem, value: string | number) => {
const newItems = [...itemizedExpenses];
newItems[index] = {
...newItems[index],
[field]: value
};
setItemizedExpenses(newItems);
};
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
if (!file) {
setError('Please upload a receipt');
return;
}
if (!locationName.trim()) {
setError('Location name is required');
return;
}
if (!locationAddress.trim()) {
setError('Location address is required');
return;
}
if (itemizedExpenses.some(item => !item.description || !item.category || item.amount <= 0)) {
setError('All expense items must be filled out completely');
return;
}
onSubmit({
field: file,
itemized_expenses: itemizedExpenses,
tax,
date,
location_name: locationName,
location_address: locationAddress,
notes
});
};
return (
<div className="grid grid-cols-2 gap-6 h-full">
{/* Left side - Form */}
<div className="space-y-4 overflow-y-auto max-h-[70vh]">
<form onSubmit={handleSubmit} className="space-y-4">
{error && (
<div className="alert alert-error">
<Icon icon="heroicons:exclamation-circle" className="h-5 w-5" />
<span>{error}</span>
</div>
)}
{/* File Upload */}
<div className="form-control">
<label className="label">
<span className="label-text">Upload Receipt</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="file"
className="file-input file-input-bordered w-full"
onChange={handleFileChange}
accept="image/*,.pdf"
/>
</div>
{/* Date */}
<div className="form-control">
<label className="label">
<span className="label-text">Date</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="date"
className="input input-bordered"
value={date}
onChange={(e) => setDate(e.target.value)}
required
/>
</div>
{/* Location Name */}
<div className="form-control">
<label className="label">
<span className="label-text">Location Name</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="text"
className="input input-bordered"
value={locationName}
onChange={(e) => setLocationName(e.target.value)}
required
/>
</div>
{/* Location Address */}
<div className="form-control">
<label className="label">
<span className="label-text">Location Address</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="text"
className="input input-bordered"
value={locationAddress}
onChange={(e) => setLocationAddress(e.target.value)}
required
/>
</div>
{/* Notes */}
<div className="form-control">
<label className="label">
<span className="label-text">Notes</span>
</label>
<textarea
className="textarea textarea-bordered"
value={notes}
onChange={(e) => setNotes(e.target.value)}
rows={3}
/>
</div>
{/* Itemized Expenses */}
<div className="space-y-4">
<div className="flex justify-between items-center">
<label className="label-text font-medium">Itemized Expenses</label>
<button
type="button"
className="btn btn-sm btn-primary"
onClick={addExpenseItem}
>
<Icon icon="heroicons:plus" className="h-4 w-4" />
Add Item
</button>
</div>
{itemizedExpenses.map((item, index) => (
<div key={index} className="card bg-base-200 p-4">
<div className="grid gap-4">
<div className="form-control">
<label className="label">
<span className="label-text">Description</span>
</label>
<input
type="text"
className="input input-bordered"
value={item.description}
onChange={(e) => handleExpenseItemChange(index, 'description', e.target.value)}
required
/>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="form-control">
<label className="label">
<span className="label-text">Category</span>
</label>
<select
className="select select-bordered"
value={item.category}
onChange={(e) => handleExpenseItemChange(index, 'category', e.target.value)}
required
>
<option value="">Select category</option>
{EXPENSE_CATEGORIES.map(category => (
<option key={category} value={category}>{category}</option>
))}
</select>
</div>
<div className="form-control">
<label className="label">
<span className="label-text">Amount ($)</span>
</label>
<div className="flex items-center space-x-2">
<input
type="number"
className="input input-bordered"
value={item.amount}
onChange={(e) => handleExpenseItemChange(index, 'amount', Number(e.target.value))}
min="0"
step="0.01"
required
/>
{itemizedExpenses.length > 1 && (
<button
type="button"
className="btn btn-square btn-sm btn-error"
onClick={() => removeExpenseItem(index)}
>
<Icon icon="heroicons:trash" className="h-4 w-4" />
</button>
)}
</div>
</div>
</div>
</div>
</div>
))}
</div>
{/* Tax */}
<div className="form-control">
<label className="label">
<span className="label-text">Tax Amount ($)</span>
</label>
<input
type="number"
className="input input-bordered"
value={tax}
onChange={(e) => setTax(Number(e.target.value))}
min="0"
step="0.01"
/>
</div>
{/* Total */}
<div className="text-right">
<p className="text-lg font-medium">
Subtotal: ${itemizedExpenses.reduce((sum, item) => sum + item.amount, 0).toFixed(2)}
</p>
<p className="text-lg font-medium">
Tax: ${tax.toFixed(2)}
</p>
<p className="text-lg font-medium">
Total: ${(itemizedExpenses.reduce((sum, item) => sum + item.amount, 0) + tax).toFixed(2)}
</p>
</div>
{/* Action Buttons */}
<div className="flex justify-end gap-2 mt-6">
<button
type="button"
className="btn"
onClick={onCancel}
>
Cancel
</button>
<button
type="submit"
className="btn btn-primary"
>
Add Receipt
</button>
</div>
</form>
</div>
{/* Right side - Preview */}
<div className="border-l border-base-300 pl-6">
{previewUrl ? (
<FilePreview
url={previewUrl}
filename={file?.name || ''}
isModal={false}
/>
) : (
<div className="flex items-center justify-center h-full text-base-content/70">
<div className="text-center">
<Icon icon="heroicons:document" className="h-12 w-12 mx-auto mb-2" />
<p>Upload a receipt to preview</p>
</div>
</div>
)}
</div>
</div>
);
}

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@ -1,9 +1,7 @@
import React, { useState, useCallback } from 'react'; import React, { useState } from 'react';
import { Icon } from '@iconify/react'; import { Icon } from '@iconify/react';
import FilePreview from '../universal/FilePreview';
import { FileManager } from '../../../scripts/pocketbase/FileManager';
import { Authentication } from '../../../scripts/pocketbase/Authentication'; import { Authentication } from '../../../scripts/pocketbase/Authentication';
import { Update } from '../../../scripts/pocketbase/Update'; import ReceiptForm from './ReceiptForm';
interface ExpenseItem { interface ExpenseItem {
description: string; description: string;
@ -11,28 +9,29 @@ interface ExpenseItem {
category: string; category: string;
} }
interface ReceiptFormData {
field: File;
itemized_expenses: ExpenseItem[];
tax: number;
date: string;
location_name: string;
location_address: string;
notes: string;
}
interface ReimbursementRequest { interface ReimbursementRequest {
id?: string; id?: string;
title: string; title: string;
total_amount: number; total_amount: number;
date_of_purchase: string; date_of_purchase: string;
payment_method: string; payment_method: string;
status: 'draft' | 'submitted' | 'under_review' | 'approved' | 'rejected' | 'paid'; status: 'submitted' | 'under_review' | 'approved' | 'rejected' | 'paid' | 'in_progress';
expense_items: ExpenseItem[];
receipts: string[];
submitted_by?: string; submitted_by?: string;
additional_info: string;
reciepts: string[];
department: 'internal' | 'external' | 'projects' | 'events' | 'other';
} }
const EXPENSE_CATEGORIES = [
'Travel',
'Meals',
'Supplies',
'Equipment',
'Software',
'Event Expenses',
'Other'
];
const PAYMENT_METHODS = [ const PAYMENT_METHODS = [
'Personal Credit Card', 'Personal Credit Card',
'Personal Debit Card', 'Personal Debit Card',
@ -41,7 +40,21 @@ const PAYMENT_METHODS = [
'Other' 'Other'
]; ];
const MAX_REIMBURSEMENT_AMOUNT = 1000; // Maximum amount in dollars const DEPARTMENTS = [
'internal',
'external',
'projects',
'events',
'other'
] as const;
const DEPARTMENT_LABELS = {
internal: 'Internal',
external: 'External',
projects: 'Projects',
events: 'Events',
other: 'Other'
};
export default function ReimbursementForm() { export default function ReimbursementForm() {
const [request, setRequest] = useState<ReimbursementRequest>({ const [request, setRequest] = useState<ReimbursementRequest>({
@ -49,121 +62,73 @@ export default function ReimbursementForm() {
total_amount: 0, total_amount: 0,
date_of_purchase: new Date().toISOString().split('T')[0], date_of_purchase: new Date().toISOString().split('T')[0],
payment_method: '', payment_method: '',
status: 'draft', status: 'submitted',
expense_items: [{ description: '', amount: 0, category: '' }], additional_info: '',
receipts: [] reciepts: [],
department: 'internal'
}); });
const [selectedFiles, setSelectedFiles] = useState<Map<string, File>>(new Map()); const [receipts, setReceipts] = useState<(ReceiptFormData & { id: string })[]>([]);
const [previewUrl, setPreviewUrl] = useState<string>(''); const [showReceiptForm, setShowReceiptForm] = useState(false);
const [previewFilename, setPreviewFilename] = useState<string>('');
const [showPreview, setShowPreview] = useState(false);
const [isSubmitting, setIsSubmitting] = useState(false); const [isSubmitting, setIsSubmitting] = useState(false);
const [error, setError] = useState<string>(''); const [error, setError] = useState<string>('');
const fileManager = FileManager.getInstance();
const auth = Authentication.getInstance(); const auth = Authentication.getInstance();
const update = Update.getInstance();
const handleExpenseItemChange = (index: number, field: keyof ExpenseItem, value: string | number) => { const handleAddReceipt = async (receiptData: ReceiptFormData) => {
const newExpenseItems = [...request.expense_items]; try {
newExpenseItems[index] = { const pb = auth.getPocketBase();
...newExpenseItems[index], const userId = pb.authStore.model?.id;
[field]: value
};
// Recalculate total amount if (!userId) {
const newTotalAmount = newExpenseItems.reduce((sum, item) => sum + Number(item.amount), 0); throw new Error('User not authenticated');
}
setRequest(prev => ({ // Create receipt record
...prev, const formData = new FormData();
expense_items: newExpenseItems, formData.append('field', receiptData.field);
total_amount: newTotalAmount formData.append('created_by', userId);
})); formData.append('itemized_expenses', JSON.stringify(receiptData.itemized_expenses));
}; formData.append('tax', receiptData.tax.toString());
formData.append('date', new Date(receiptData.date).toISOString());
formData.append('location_name', receiptData.location_name);
formData.append('location_address', receiptData.location_address);
formData.append('notes', receiptData.notes);
const addExpenseItem = () => { const response = await pb.collection('reciepts').create(formData);
setRequest(prev => ({
...prev,
expense_items: [...prev.expense_items, { description: '', amount: 0, category: '' }]
}));
};
const removeExpenseItem = (index: number) => { // Add receipt to state
if (request.expense_items.length === 1) { setReceipts(prev => [...prev, { ...receiptData, id: response.id }]);
return; // Keep at least one expense item
// Update total amount
const totalAmount = receiptData.itemized_expenses.reduce((sum, item) => sum + item.amount, 0) + receiptData.tax;
setRequest(prev => ({
...prev,
total_amount: prev.total_amount + totalAmount,
reciepts: [...prev.reciepts, response.id]
}));
setShowReceiptForm(false);
} catch (error) {
console.error('Error creating receipt:', error);
setError('Failed to add receipt. Please try again.');
} }
const newExpenseItems = request.expense_items.filter((_, i) => i !== index);
const newTotalAmount = newExpenseItems.reduce((sum, item) => sum + Number(item.amount), 0);
setRequest(prev => ({
...prev,
expense_items: newExpenseItems,
total_amount: newTotalAmount
}));
};
const handleFileChange = (e: React.ChangeEvent<HTMLInputElement>) => {
if (e.target.files) {
const newFiles = new Map(selectedFiles);
Array.from(e.target.files).forEach(file => {
// Validate file type
if (!file.type.match('image/*') && file.type !== 'application/pdf') {
setError('Only images and PDF files are allowed');
return;
}
// Validate file size (5MB limit)
if (file.size > 5 * 1024 * 1024) {
setError('File size must be less than 5MB');
return;
}
newFiles.set(file.name, file);
});
setSelectedFiles(newFiles);
setError('');
}
};
const handlePreviewFile = (url: string, filename: string) => {
setPreviewUrl(url);
setPreviewFilename(filename);
setShowPreview(true);
};
const validateForm = (): boolean => {
if (!request.title.trim()) {
setError('Title is required');
return false;
}
if (!request.payment_method) {
setError('Payment method is required');
return false;
}
if (request.total_amount <= 0) {
setError('Total amount must be greater than 0');
return false;
}
if (request.total_amount > MAX_REIMBURSEMENT_AMOUNT) {
setError(`Total amount cannot exceed $${MAX_REIMBURSEMENT_AMOUNT}`);
return false;
}
if (request.expense_items.some(item => !item.description || !item.category || item.amount <= 0)) {
setError('All expense items must be filled out completely');
return false;
}
if (selectedFiles.size === 0 && request.receipts.length === 0) {
setError('At least one receipt is required');
return false;
}
return true;
}; };
const handleSubmit = async (e: React.FormEvent<HTMLFormElement>) => { const handleSubmit = async (e: React.FormEvent<HTMLFormElement>) => {
e.preventDefault(); e.preventDefault();
if (isSubmitting) return; if (isSubmitting) return;
if (!validateForm()) { if (!request.title.trim()) {
setError('Title is required');
return;
}
if (!request.payment_method) {
setError('Payment method is required');
return;
}
if (receipts.length === 0) {
setError('At least one receipt is required');
return; return;
} }
@ -184,17 +149,13 @@ export default function ReimbursementForm() {
formData.append('total_amount', request.total_amount.toString()); formData.append('total_amount', request.total_amount.toString());
formData.append('date_of_purchase', new Date(request.date_of_purchase).toISOString()); formData.append('date_of_purchase', new Date(request.date_of_purchase).toISOString());
formData.append('payment_method', request.payment_method); formData.append('payment_method', request.payment_method);
formData.append('status', 'draft'); formData.append('status', 'submitted');
formData.append('expense_items', JSON.stringify(request.expense_items));
formData.append('submitted_by', userId); formData.append('submitted_by', userId);
formData.append('additional_info', request.additional_info);
formData.append('reciepts', JSON.stringify(request.reciepts));
formData.append('department', request.department);
// Upload files await pb.collection('reimbursement').create(formData);
Array.from(selectedFiles.values()).forEach(file => {
formData.append('receipts', file);
});
// Submit the request
const response = await pb.collection('reimbursement').create(formData);
// Reset form // Reset form
setRequest({ setRequest({
@ -202,11 +163,12 @@ export default function ReimbursementForm() {
total_amount: 0, total_amount: 0,
date_of_purchase: new Date().toISOString().split('T')[0], date_of_purchase: new Date().toISOString().split('T')[0],
payment_method: '', payment_method: '',
status: 'draft', status: 'submitted',
expense_items: [{ description: '', amount: 0, category: '' }], additional_info: '',
receipts: [] reciepts: [],
department: 'internal'
}); });
setSelectedFiles(new Map()); setReceipts([]);
setError(''); setError('');
// Show success message // Show success message
@ -220,218 +182,180 @@ export default function ReimbursementForm() {
}; };
return ( return (
<form onSubmit={handleSubmit} className="space-y-6"> <div>
{error && ( <form onSubmit={handleSubmit} className="space-y-6">
<div className="alert alert-error"> {error && (
<Icon icon="heroicons:exclamation-circle" className="h-5 w-5" /> <div className="alert alert-error">
<span>{error}</span> <Icon icon="heroicons:exclamation-circle" className="h-5 w-5" />
</div> <span>{error}</span>
)}
{/* Title */}
<div className="form-control">
<label className="label">
<span className="label-text">Title</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="text"
className="input input-bordered"
value={request.title}
onChange={(e) => setRequest(prev => ({ ...prev, title: e.target.value }))}
required
/>
</div>
{/* Date of Purchase */}
<div className="form-control">
<label className="label">
<span className="label-text">Date of Purchase</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="date"
className="input input-bordered"
value={request.date_of_purchase}
onChange={(e) => setRequest(prev => ({ ...prev, date_of_purchase: e.target.value }))}
required
/>
</div>
{/* Payment Method */}
<div className="form-control">
<label className="label">
<span className="label-text">Payment Method</span>
<span className="label-text-alt text-error">*</span>
</label>
<select
className="select select-bordered"
value={request.payment_method}
onChange={(e) => setRequest(prev => ({ ...prev, payment_method: e.target.value }))}
required
>
<option value="">Select payment method</option>
{PAYMENT_METHODS.map(method => (
<option key={method} value={method}>{method}</option>
))}
</select>
</div>
{/* Expense Items */}
<div className="space-y-4">
<div className="flex justify-between items-center">
<label className="label-text font-medium">Expense Items</label>
<button
type="button"
className="btn btn-sm btn-primary"
onClick={addExpenseItem}
>
<Icon icon="heroicons:plus" className="h-4 w-4" />
Add Item
</button>
</div>
{request.expense_items.map((item, index) => (
<div key={index} className="card bg-base-200 p-4">
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="form-control">
<label className="label">
<span className="label-text">Description</span>
</label>
<input
type="text"
className="input input-bordered"
value={item.description}
onChange={(e) => handleExpenseItemChange(index, 'description', e.target.value)}
required
/>
</div>
<div className="form-control">
<label className="label">
<span className="label-text">Category</span>
</label>
<select
className="select select-bordered"
value={item.category}
onChange={(e) => handleExpenseItemChange(index, 'category', e.target.value)}
required
>
<option value="">Select category</option>
{EXPENSE_CATEGORIES.map(category => (
<option key={category} value={category}>{category}</option>
))}
</select>
</div>
<div className="form-control">
<label className="label">
<span className="label-text">Amount ($)</span>
</label>
<div className="flex items-center space-x-2">
<input
type="number"
className="input input-bordered"
value={item.amount}
onChange={(e) => handleExpenseItemChange(index, 'amount', Number(e.target.value))}
min="0"
step="0.01"
required
/>
{request.expense_items.length > 1 && (
<button
type="button"
className="btn btn-square btn-sm btn-error"
onClick={() => removeExpenseItem(index)}
>
<Icon icon="heroicons:trash" className="h-4 w-4" />
</button>
)}
</div>
</div>
</div>
</div> </div>
))} )}
{/* Title */}
<div className="form-control">
<label className="label">
<span className="label-text">Title</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="text"
className="input input-bordered"
value={request.title}
onChange={(e) => setRequest(prev => ({ ...prev, title: e.target.value }))}
required
/>
</div>
{/* Date of Purchase */}
<div className="form-control">
<label className="label">
<span className="label-text">Date of Purchase</span>
<span className="label-text-alt text-error">*</span>
</label>
<input
type="date"
className="input input-bordered"
value={request.date_of_purchase}
onChange={(e) => setRequest(prev => ({ ...prev, date_of_purchase: e.target.value }))}
required
/>
</div>
{/* Payment Method */}
<div className="form-control">
<label className="label">
<span className="label-text">Payment Method</span>
<span className="label-text-alt text-error">*</span>
</label>
<select
className="select select-bordered"
value={request.payment_method}
onChange={(e) => setRequest(prev => ({ ...prev, payment_method: e.target.value }))}
required
>
<option value="">Select payment method</option>
{PAYMENT_METHODS.map(method => (
<option key={method} value={method}>{method}</option>
))}
</select>
</div>
{/* Department */}
<div className="form-control">
<label className="label">
<span className="label-text">Department</span>
<span className="label-text-alt text-error">*</span>
</label>
<select
className="select select-bordered"
value={request.department}
onChange={(e) => setRequest(prev => ({ ...prev, department: e.target.value as typeof DEPARTMENTS[number] }))}
required
>
{DEPARTMENTS.map(dept => (
<option key={dept} value={dept}>{DEPARTMENT_LABELS[dept]}</option>
))}
</select>
</div>
{/* Additional Info */}
<div className="form-control">
<label className="label">
<span className="label-text">Additional Information</span>
</label>
<textarea
className="textarea textarea-bordered"
value={request.additional_info}
onChange={(e) => setRequest(prev => ({ ...prev, additional_info: e.target.value }))}
rows={3}
/>
</div>
{/* Receipts */}
<div className="space-y-4">
<div className="flex justify-between items-center">
<label className="label-text font-medium">Receipts</label>
<button
type="button"
className="btn btn-sm btn-primary"
onClick={() => setShowReceiptForm(true)}
>
<Icon icon="heroicons:plus" className="h-4 w-4" />
Add Receipt
</button>
</div>
{receipts.length > 0 ? (
<div className="grid gap-4">
{receipts.map((receipt, index) => (
<div
key={receipt.id}
className="card bg-base-200 p-4"
>
<div className="flex justify-between items-start">
<div>
<h3 className="font-medium">{receipt.location_name}</h3>
<p className="text-sm text-base-content/70">{receipt.location_address}</p>
<p className="text-sm">
Total: ${(receipt.itemized_expenses.reduce((sum, item) => sum + item.amount, 0) + receipt.tax).toFixed(2)}
</p>
</div>
<div className="flex gap-2">
<button
type="button"
className="btn btn-sm"
onClick={() => {
// Show receipt details in modal
// TODO: Implement receipt details view
}}
>
View Details
</button>
</div>
</div>
</div>
))}
</div>
) : (
<div className="text-center py-8 bg-base-200 rounded-lg">
<Icon icon="heroicons:receipt" className="h-12 w-12 mx-auto text-base-content/50" />
<h3 className="mt-4 text-lg font-medium">No receipts added</h3>
<p className="text-base-content/70">Add receipts to continue</p>
</div>
)}
</div>
{/* Total */}
<div className="text-right"> <div className="text-right">
<p className="text-lg font-medium"> <p className="text-lg font-medium">
Total Amount: ${request.total_amount.toFixed(2)} Total Amount: ${request.total_amount.toFixed(2)}
</p> </p>
</div> </div>
</div>
{/* Receipt Upload */} {/* Submit Button */}
<div className="form-control"> <div className="mt-6">
<label className="label"> <button
<span className="label-text">Upload Receipts</span> type="submit"
<span className="label-text-alt text-error">*</span> className={`btn btn-primary w-full ${isSubmitting ? 'loading' : ''}`}
</label> disabled={isSubmitting || receipts.length === 0}
<input >
type="file" {isSubmitting ? 'Submitting...' : 'Submit Reimbursement Request'}
className="file-input file-input-bordered w-full" </button>
onChange={handleFileChange}
accept="image/*,.pdf"
multiple
/>
<label className="label">
<span className="label-text-alt">Accepted formats: Images and PDF files (max 5MB each)</span>
</label>
{/* Selected Files Preview */}
<div className="mt-4 space-y-2">
{Array.from(selectedFiles.entries()).map(([name, file]) => (
<div key={name} className="flex items-center justify-between p-2 bg-base-200 rounded-lg">
<span className="truncate">{name}</span>
<div className="flex gap-2">
<div className="badge badge-primary">New</div>
<button
type="button"
className="btn btn-ghost btn-xs text-error"
onClick={() => {
const updatedFiles = new Map(selectedFiles);
updatedFiles.delete(name);
setSelectedFiles(updatedFiles);
}}
>
<Icon icon="heroicons:x-circle" className="h-4 w-4" />
</button>
</div>
</div>
))}
</div> </div>
</div> </form>
{/* Submit Button */} {/* Receipt Form Modal */}
<div className="mt-6"> {showReceiptForm && (
<button
type="submit"
className={`btn btn-primary w-full ${isSubmitting ? 'loading' : ''}`}
disabled={isSubmitting}
>
{isSubmitting ? 'Submitting...' : 'Submit Reimbursement Request'}
</button>
</div>
{/* File Preview Modal */}
{showPreview && (
<div className="modal modal-open"> <div className="modal modal-open">
<div className="modal-box max-w-4xl"> <div className="modal-box max-w-5xl">
<FilePreview <h3 className="font-bold text-lg mb-4">Add Receipt</h3>
url={previewUrl} <ReceiptForm
filename={previewFilename} onSubmit={handleAddReceipt}
isModal={true} onCancel={() => setShowReceiptForm(false)}
/> />
<div className="modal-action">
<button
className="btn"
onClick={() => setShowPreview(false)}
>
Close
</button>
</div>
</div> </div>
</div> </div>
)} )}
</form> </div>
); );
} }

View file

@ -16,32 +16,55 @@ interface ReimbursementRequest {
title: string; title: string;
total_amount: number; total_amount: number;
date_of_purchase: string; date_of_purchase: string;
business_purpose: string;
payment_method: string; payment_method: string;
status: 'draft' | 'submitted' | 'under_review' | 'approved' | 'rejected' | 'paid'; status: 'submitted' | 'under_review' | 'approved' | 'rejected' | 'paid' | 'in_progress';
expense_items: ExpenseItem[];
receipts: string[];
submitted_by: string; submitted_by: string;
submitted_at: string; additional_info: string;
last_updated: string; reciepts: string[];
department: 'internal' | 'external' | 'projects' | 'events' | 'other';
created: string;
updated: string;
}
interface ReceiptDetails {
id: string;
field: string;
created_by: string;
itemized_expenses: ExpenseItem[];
tax: number;
date: string;
location_name: string;
location_address: string;
notes: string;
audited_by: string[];
created: string;
updated: string;
} }
const STATUS_COLORS = { const STATUS_COLORS = {
draft: 'badge-ghost',
submitted: 'badge-primary', submitted: 'badge-primary',
under_review: 'badge-warning', under_review: 'badge-warning',
approved: 'badge-success', approved: 'badge-success',
rejected: 'badge-error', rejected: 'badge-error',
paid: 'badge-success' paid: 'badge-success',
in_progress: 'badge-info'
}; };
const STATUS_LABELS = { const STATUS_LABELS = {
draft: 'Draft',
submitted: 'Submitted', submitted: 'Submitted',
under_review: 'Under Review', under_review: 'Under Review',
approved: 'Approved', approved: 'Approved',
rejected: 'Rejected', rejected: 'Rejected',
paid: 'Paid' paid: 'Paid',
in_progress: 'In Progress'
};
const DEPARTMENT_LABELS = {
internal: 'Internal',
external: 'External',
projects: 'Projects',
events: 'Events',
other: 'Other'
}; };
export default function ReimbursementList() { export default function ReimbursementList() {
@ -52,6 +75,7 @@ export default function ReimbursementList() {
const [showPreview, setShowPreview] = useState(false); const [showPreview, setShowPreview] = useState(false);
const [previewUrl, setPreviewUrl] = useState(''); const [previewUrl, setPreviewUrl] = useState('');
const [previewFilename, setPreviewFilename] = useState(''); const [previewFilename, setPreviewFilename] = useState('');
const [selectedReceipt, setSelectedReceipt] = useState<ReceiptDetails | null>(null);
const get = Get.getInstance(); const get = Get.getInstance();
const auth = Authentication.getInstance(); const auth = Authentication.getInstance();
@ -83,14 +107,14 @@ export default function ReimbursementList() {
title: record.title, title: record.title,
total_amount: record.total_amount, total_amount: record.total_amount,
date_of_purchase: record.date_of_purchase, date_of_purchase: record.date_of_purchase,
business_purpose: record.business_purpose || '', // Add fallback since it might not exist in schema
payment_method: record.payment_method, payment_method: record.payment_method,
status: record.status, status: record.status,
expense_items: typeof record.expense_items === 'string' ? JSON.parse(record.expense_items) : record.expense_items,
receipts: record.receipts || [],
submitted_by: record.submitted_by, submitted_by: record.submitted_by,
submitted_at: record.created, // Use created field for submitted_at additional_info: record.additional_info || '',
last_updated: record.updated // Use updated field for last_updated reciepts: record.reciepts || [],
department: record.department,
created: record.created,
updated: record.updated
})) as ReimbursementRequest[]; })) as ReimbursementRequest[];
setRequests(reimbursements); setRequests(reimbursements);
@ -102,11 +126,48 @@ export default function ReimbursementList() {
} }
}; };
const handlePreviewFile = (request: ReimbursementRequest, filename: string) => { const handlePreviewFile = async (request: ReimbursementRequest, receiptId: string) => {
const url = fileManager.getFileUrl('reimbursement', request.id, filename); try {
setPreviewUrl(url); const pb = auth.getPocketBase();
setPreviewFilename(filename);
setShowPreview(true); // Get the receipt record using its ID
const receiptRecord = await pb.collection('reciepts').getOne(receiptId, {
$autoCancel: false
});
if (receiptRecord) {
// Parse the itemized expenses if it's a string
const itemizedExpenses = typeof receiptRecord.itemized_expenses === 'string'
? JSON.parse(receiptRecord.itemized_expenses)
: receiptRecord.itemized_expenses;
setSelectedReceipt({
id: receiptRecord.id,
field: receiptRecord.field,
created_by: receiptRecord.created_by,
itemized_expenses: itemizedExpenses,
tax: receiptRecord.tax,
date: receiptRecord.date,
location_name: receiptRecord.location_name,
location_address: receiptRecord.location_address,
notes: receiptRecord.notes || '',
audited_by: receiptRecord.audited_by || [],
created: receiptRecord.created,
updated: receiptRecord.updated
});
// Get the file URL using the PocketBase URL and collection info
const url = `${pb.baseUrl}/api/files/reciepts/${receiptRecord.id}/${receiptRecord.field}`;
setPreviewUrl(url);
setPreviewFilename(receiptRecord.field);
setShowPreview(true);
} else {
throw new Error('Receipt not found');
}
} catch (error) {
console.error('Error loading receipt:', error);
alert('Failed to load receipt. Please try again.');
}
}; };
const formatDate = (dateString: string) => { const formatDate = (dateString: string) => {
@ -188,10 +249,16 @@ export default function ReimbursementList() {
<div className="grid grid-cols-2 gap-4"> <div className="grid grid-cols-2 gap-4">
<div> <div>
<label className="text-sm font-medium">Status</label> <label className="text-sm font-medium">Status</label>
<div className={`badge ${STATUS_COLORS[selectedRequest.status]} mt-1`}> <div className={`badge ${STATUS_COLORS[selectedRequest.status]} mt-1 block`}>
{STATUS_LABELS[selectedRequest.status]} {STATUS_LABELS[selectedRequest.status]}
</div> </div>
</div> </div>
<div>
<label className="text-sm font-medium">Department</label>
<div className="badge badge-outline mt-1 block">
{DEPARTMENT_LABELS[selectedRequest.department]}
</div>
</div>
<div> <div>
<label className="text-sm font-medium">Total Amount</label> <label className="text-sm font-medium">Total Amount</label>
<p className="mt-1">${selectedRequest.total_amount.toFixed(2)}</p> <p className="mt-1">${selectedRequest.total_amount.toFixed(2)}</p>
@ -206,46 +273,24 @@ export default function ReimbursementList() {
</div> </div>
</div> </div>
<div> {selectedRequest.additional_info && (
<label className="text-sm font-medium">Business Purpose</label> <div>
<p className="mt-1">{selectedRequest.business_purpose}</p> <label className="text-sm font-medium">Additional Information</label>
</div> <p className="mt-1">{selectedRequest.additional_info}</p>
<div>
<label className="text-sm font-medium">Expense Items</label>
<div className="mt-2 space-y-2">
{selectedRequest.expense_items.map((item, index) => (
<div key={index} className="card bg-base-200 p-3">
<div className="grid grid-cols-3 gap-4">
<div>
<label className="text-xs font-medium">Description</label>
<p>{item.description}</p>
</div>
<div>
<label className="text-xs font-medium">Category</label>
<p>{item.category}</p>
</div>
<div>
<label className="text-xs font-medium">Amount</label>
<p>${item.amount.toFixed(2)}</p>
</div>
</div>
</div>
))}
</div> </div>
</div> )}
<div> <div>
<label className="text-sm font-medium">Receipts</label> <label className="text-sm font-medium">Receipts</label>
<div className="mt-2 grid grid-cols-2 md:grid-cols-3 gap-2"> <div className="mt-2 grid grid-cols-2 md:grid-cols-3 gap-2">
{selectedRequest.receipts.map((filename) => ( {(selectedRequest.reciepts || []).map((receiptId, index) => (
<button <button
key={filename} key={receiptId || index}
className="btn btn-outline btn-sm normal-case" className="btn btn-outline btn-sm normal-case"
onClick={() => handlePreviewFile(selectedRequest, filename)} onClick={() => handlePreviewFile(selectedRequest, receiptId)}
> >
<Icon icon="heroicons:document" className="h-4 w-4 mr-2" /> <Icon icon="heroicons:document" className="h-4 w-4 mr-2" />
{filename} Receipt #{index + 1}
</button> </button>
))} ))}
</div> </div>
@ -256,11 +301,11 @@ export default function ReimbursementList() {
<div className="grid grid-cols-2 gap-4 text-sm"> <div className="grid grid-cols-2 gap-4 text-sm">
<div> <div>
<label className="font-medium">Submitted At</label> <label className="font-medium">Submitted At</label>
<p className="mt-1">{formatDate(selectedRequest.submitted_at)}</p> <p className="mt-1">{formatDate(selectedRequest.created)}</p>
</div> </div>
<div> <div>
<label className="font-medium">Last Updated</label> <label className="font-medium">Last Updated</label>
<p className="mt-1">{formatDate(selectedRequest.last_updated)}</p> <p className="mt-1">{formatDate(selectedRequest.updated)}</p>
</div> </div>
</div> </div>
</div> </div>
@ -278,18 +323,99 @@ export default function ReimbursementList() {
)} )}
{/* File Preview Modal */} {/* File Preview Modal */}
{showPreview && ( {showPreview && selectedReceipt && (
<div className="modal modal-open"> <div className="modal modal-open">
<div className="modal-box max-w-4xl"> <div className="modal-box max-w-7xl">
<FilePreview <div className="grid grid-cols-5 gap-6">
url={previewUrl} {/* Receipt Details */}
filename={previewFilename} <div className="col-span-2 space-y-4">
isModal={true} <h3 className="font-bold text-lg">Receipt Details</h3>
/>
<div>
<label className="text-sm font-medium">Location</label>
<p className="mt-1">{selectedReceipt.location_name}</p>
<p className="text-sm text-base-content/70">{selectedReceipt.location_address}</p>
</div>
<div>
<label className="text-sm font-medium">Date</label>
<p className="mt-1">{formatDate(selectedReceipt.date)}</p>
</div>
{selectedReceipt.notes && (
<div>
<label className="text-sm font-medium">Notes</label>
<p className="mt-1">{selectedReceipt.notes}</p>
</div>
)}
<div>
<label className="text-sm font-medium">Itemized Expenses</label>
<div className="mt-2 space-y-2">
{selectedReceipt.itemized_expenses.map((item, index) => (
<div key={index} className="card bg-base-200 p-3">
<div className="grid grid-cols-3 gap-4">
<div>
<label className="text-xs font-medium">Description</label>
<p>{item.description}</p>
</div>
<div>
<label className="text-xs font-medium">Category</label>
<p>{item.category}</p>
</div>
<div>
<label className="text-xs font-medium">Amount</label>
<p>${item.amount.toFixed(2)}</p>
</div>
</div>
</div>
))}
</div>
</div>
<div className="grid grid-cols-2 gap-4">
<div>
<label className="text-sm font-medium">Tax</label>
<p className="mt-1">${selectedReceipt.tax.toFixed(2)}</p>
</div>
<div>
<label className="text-sm font-medium">Total</label>
<p className="mt-1">${(selectedReceipt.itemized_expenses.reduce((sum, item) => sum + item.amount, 0) + selectedReceipt.tax).toFixed(2)}</p>
</div>
</div>
</div>
{/* File Preview */}
<div className="col-span-3 border-l border-base-300 pl-6">
<div className="flex justify-between items-center mb-4">
<h3 className="font-bold text-lg">Receipt Image</h3>
<a
href={previewUrl}
target="_blank"
rel="noopener noreferrer"
className="btn btn-sm btn-outline gap-2"
>
<Icon icon="heroicons:arrow-top-right-on-square" className="h-4 w-4" />
View Full Size
</a>
</div>
<div className="bg-base-200 rounded-lg p-4">
<FilePreview
url={previewUrl}
filename={previewFilename}
isModal={false}
/>
</div>
</div>
</div>
<div className="modal-action"> <div className="modal-action">
<button <button
className="btn" className="btn"
onClick={() => setShowPreview(false)} onClick={() => {
setShowPreview(false);
setSelectedReceipt(null);
}}
> >
Close Close
</button> </button>

View file

@ -0,0 +1,14 @@
status:
- "submitted"
- "under_review"
- "approved"
- "rejected"
- "paid"
- "in_progress"
department:
- "internal"
- "external"
- "projects"
- "events"
- "other"