Merged in release/2023-04-21 (pull request #716)

IO-2235 Exported GSR to Excel

Approved-by: Patrick Fic

client/src/components/report-center-modal/report-center-modal.component.jsx

@@ -92,7 +92,7 @@ export function ReportCenterModalComponent({ reportCenterModal }) {
         to: values.to,
         subject: Templates[values.key]?.subject,
       },
-      values.sendby === "email" ? "e" : "p",
+      values.sendby === "excel" ? "x" : values.sendby === "email" ? "e" : "p",
       id
     );
     setLoading(false);
@@ -250,15 +250,43 @@ export function ReportCenterModalComponent({ reportCenterModal }) {
             ranges={DatePIckerRanges}
           />
         </Form.Item>
-        <Form.Item
-          label={t("general.labels.sendby")}
-          name="sendby"
-          initialValue="print"
-        >
-          <Radio.Group>
-            <Radio value="email">{t("general.labels.email")}</Radio>
-            <Radio value="print">{t("general.labels.print")}</Radio>
-          </Radio.Group>
+        <Form.Item style={{ margin: 0, padding: 0 }} dependencies={["key"]}>
+          {() => {
+            const key = form.getFieldValue("key");
+            const currentId = form.getFieldValue("id");
+            if (!key) return null;
+            //Kind of Id
+            const idtype = Templates[key] && Templates[key].idtype;
+            if (!idtype && currentId) {
+              form.setFieldsValue({ id: null });
+              return null;
+            }
+            if (idtype === "excel")
+              return (
+                <Form.Item
+                  label={t("general.labels.sendby")}
+                  name="sendby"
+                  initialValue="print"
+                >
+                  <Radio.Group>
+                    <Radio value="excel">{t("general.labels.excel")}</Radio>
+                  </Radio.Group>
+                </Form.Item>
+              );
+            if (idtype !== "excel")
+              return (
+                <Form.Item
+                  label={t("general.labels.sendby")}
+                  name="sendby"
+                  initialValue="print"
+                >
+                  <Radio.Group>
+                    <Radio value="email">{t("general.labels.email")}</Radio>
+                    <Radio value="print">{t("general.labels.print")}</Radio>
+                  </Radio.Group>
+                </Form.Item>
+              );
+          }}
         </Form.Item>
 
         <div

client/src/translations/en_us/common.json

@@ -1015,6 +1015,7 @@
 				"created_at": "Created At",
 				"email": "Email",
 				"errors": "Errors",
+				"excel": "Excel",
 				"exceptiontitle": "An error has occurred.",
 				"friday": "Friday",
 				"globalsearch": "Global Search",
@@ -2445,6 +2446,8 @@
 				"export_payables": "Export Log - Payables",
 				"export_payments": "Export Log - Payments",
 				"export_receivables": "Export Log - Receivables",
+				"exported_gsr_by_ro": "Exported Gross Sales - Excel",
+				"exported_gsr_by_ro_labor": "Exported Gross Sales (Labor) - Excel",
 				"gsr_by_atp": "",
 				"gsr_by_ats": "Gross Sales by ATS",
 				"gsr_by_category": "Gross Sales by Category",

client/src/translations/es/common.json

@@ -1015,6 +1015,7 @@
 				"created_at": "",
 				"email": "",
 				"errors": "",
+				"excel": "",
 				"exceptiontitle": "",
 				"friday": "",
 				"globalsearch": "",
@@ -2445,6 +2446,8 @@
 				"export_payables": "",
 				"export_payments": "",
 				"export_receivables": "",
+				"exported_gsr_by_ro": "",
+				"exported_gsr_by_ro_labor": "",
 				"gsr_by_atp": "",
 				"gsr_by_ats": "",
 				"gsr_by_category": "",

client/src/translations/fr/common.json

@@ -1015,6 +1015,7 @@
 				"created_at": "",
 				"email": "",
 				"errors": "",
+				"excel": "",
 				"exceptiontitle": "",
 				"friday": "",
 				"globalsearch": "",
@@ -2445,6 +2446,8 @@
 				"export_payables": "",
 				"export_payments": "",
 				"export_receivables": "",
+				"exported_gsr_by_ro": "",
+				"exported_gsr_by_ro_labor": "",
 				"gsr_by_atp": "",
 				"gsr_by_ats": "",
 				"gsr_by_category": "",

client/src/utils/TemplateConstants.js

@@ -1857,6 +1857,30 @@ export const TemplateList = (type, context) => {
 						},
 						group: "customers",
 					},
+					exported_gsr_by_ro: {
+						title: i18n.t("reportcenter.templates.exported_gsr_by_ro"),
+						subject: i18n.t("reportcenter.templates.exported_gsr_by_ro"),
+						key: "exported_gsr_by_ro",
+						idtype: "excel",
+						disabled: false,
+						rangeFilter: {
+							object: i18n.t("reportcenter.labels.objects.jobs"),
+							field: i18n.t("jobs.fields.date_exported"),
+						},
+						group: "sales",
+					},
+					exported_gsr_by_ro_labor: {
+						title: i18n.t("reportcenter.templates.exported_gsr_by_ro_labor"),
+						subject: i18n.t("reportcenter.templates.exported_gsr_by_ro_labor"),
+						key: "exported_gsr_by_ro_labor",
+						idtype: "excel",
+						disabled: false,
+						rangeFilter: {
+							object: i18n.t("reportcenter.labels.objects.jobs"),
+							field: i18n.t("jobs.fields.date_exported"),
+						},
+						group: "sales",
+					},
 			  }
 			: {}),
 		...(!type || type === "courtesycarcontract"