IO-3230 Customer List Excel

Signed-off-by: Allan Carr <allan.carr@thinkimex.com>

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

@@ -6,6 +6,7 @@ import React, { useState } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
+import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
 import { QUERY_ACTIVE_EMPLOYEES, QUERY_ACTIVE_EMPLOYEES_WITH_EMAIL } from "../../graphql/employees.queries";
 import { QUERY_ALL_VENDORS } from "../../graphql/vendors.queries";
 import { selectReportCenter } from "../../redux/modals/modals.selectors";
@@ -18,11 +19,10 @@ import EmployeeSearchSelectEmail from "../employee-search-select/employee-search
 import EmployeeSearchSelect from "../employee-search-select/employee-search-select.component";
 import BlurWrapperComponent from "../feature-wrapper/blur-wrapper.component";
 import { HasFeatureAccess } from "../feature-wrapper/feature-wrapper.component";
+import LockWrapperComponent from "../lock-wrapper/lock-wrapper.component";
 import VendorSearchSelect from "../vendor-search-select/vendor-search-select.component";
 import ReportCenterModalFiltersSortersComponent from "./report-center-modal-filters-sorters-component";
 import "./report-center-modal.styles.scss";
-import LockWrapperComponent from "../lock-wrapper/lock-wrapper.component";
-import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
 
 const mapStateToProps = createStructuredSelector({
   reportCenterModal: selectReportCenter,
@@ -389,5 +389,7 @@ const restrictedReports = [
   { key: "job_costing_ro_date_detail", days: 183 },
   { key: "job_costing_ro_estimator", days: 183 },
   { key: "job_lifecycle_date_detail", days: 183 },
-  { key: "job_lifecycle_date_summary", days: 183 }
+  { key: "job_lifecycle_date_summary", days: 183 },
+  { key: "customer_list", days: 183 },
+  { key: "customer_list_excel", days: 183 }
 ];

client/src/redux/user/user.sagas.js

@@ -335,12 +335,20 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
     }
 
     try {
-      window.$crisp.push(["set", "user:company", [payload.shopname]]);
-      window.$crisp.push(["set", "session:segments", [[`region:${payload.region_config}`]]]);
-      if (authRecord[0] && authRecord[0].user.validemail) {
-        window.$crisp.push(["set", "user:email", [authRecord[0].user.email]]);
-      }
-
+      InstanceRenderManager({
+        executeFunction: true,
+        args: [],
+        imex: () => {
+          window.$crisp.push(["set", "user:company", [payload.shopname]]);
+          window.$crisp.push(["set", "session:segments", [[`region:${payload.region_config}`]]]);
+          if (authRecord[0] && authRecord[0].user.validemail) {
+            window.$crisp.push(["set", "user:email", [authRecord[0].user.email]]);
+          }
+        },
+        rome: () => {
+          window.$zoho.salesiq.visitor.info({ "Shop Name": payload.shopname });
+        }
+      });
       payload.features?.allAccess === true
         ? window.$crisp.push(["set", "session:segments", [["allAccess"]]])
         : (() => {
@@ -351,14 +359,6 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
             );
             window.$crisp.push(["set", "session:segments", [["basic", ...featureKeys]]]);
           })();
-
-      InstanceRenderManager({
-        executeFunction: true,
-        args: [],
-        rome: () => {
-          window.$zoho.salesiq.visitor.info({ "Shop Name": payload.shopname });
-        }
-      });
     } catch (error) {
       console.warn("Couldnt find $crisp.", error.message);
     }

client/src/translations/en_us/common.json

@@ -3099,6 +3099,7 @@
         "credits_not_received_date_vendorid": "Credits not Received by Vendor",
         "csi": "CSI Responses",
         "customer_list": "Customer List",
+        "customer_list_excel": "Customer List - Excel",
         "cycle_time_analysis": "Cycle Time Analysis",
         "estimates_written_converted": "Estimates Written/Converted",
         "estimator_detail": "Jobs by Estimator (Detail)",

client/src/translations/es/common.json

@@ -3100,6 +3100,7 @@
         "credits_not_received_date_vendorid": "",
         "csi": "",
         "customer_list": "",
+        "customer_list_excel": "",
         "cycle_time_analysis": "",
         "estimates_written_converted": "",
         "estimator_detail": "",

client/src/translations/fr/common.json

@@ -3100,6 +3100,7 @@
         "credits_not_received_date_vendorid": "",
         "csi": "",
         "customer_list": "",
+        "customer_list_excel": "",
         "cycle_time_analysis": "",
         "estimates_written_converted": "",
         "estimator_detail": "",

client/src/utils/TemplateConstants.js

@@ -2004,6 +2004,18 @@ export const TemplateList = (type, context) => {
             },
             group: "customers"
           },
+          customer_list_excel: {
+            title: i18n.t("reportcenter.templates.customer_list_excel"),
+            subject: i18n.t("reportcenter.templates.customer_list_excel"),
+            key: "customer_list_excel",
+            reporttype: "excel",
+            disabled: false,
+            rangeFilter: {
+              object: i18n.t("reportcenter.labels.objects.jobs"),
+              field: i18n.t("jobs.fields.date_invoiced")
+            },
+            group: "customers"
+          },
           exported_gsr_by_ro: {
             title: i18n.t("reportcenter.templates.exported_gsr_by_ro"),
             subject: i18n.t("reportcenter.templates.exported_gsr_by_ro"),
@@ -2241,7 +2253,7 @@ export const TemplateList = (type, context) => {
               field: i18n.t("bills.fields.date")
             },
             group: "purchases"
-          },
+          }
         }
       : {}),
     ...(!type || type === "courtesycarcontract"