Update financial summary V2

src/main/java/com/ffii/tsms/modules/data/service/DashboardService.kt

@@ -5,6 +5,8 @@ import com.ffii.core.utils.CheckingUtils
 import com.ffii.tsms.modules.data.entity.CustomerRepository
 import com.ffii.tsms.modules.data.entity.CustomerTypeRepository
 import com.ffii.tsms.modules.data.entity.TeamRepository
+import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryV2ByClientRequest
+import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryV2ByProjectRequest
 import com.ffii.tsms.modules.data.web.models.FinancialSummaryByClient
 import com.ffii.tsms.modules.data.web.models.FinancialSummaryByProject
 import com.ffii.tsms.modules.project.entity.*
@@ -3405,7 +3407,7 @@ open class DashboardService(
                 }
 
                 createCell(4).apply {
-                    cellFormula = "IFERROR(IF(K${rowIndex}=0, 0, K${rowIndex}/J${rowIndex}),0)"
+                    cellFormula = "IFERROR(IF(M${rowIndex}=0, 0, M${rowIndex}/J${rowIndex}),0)"
                     cellStyle.apply {
                         setFont(normalFont)
                         dataFormat = accountingStyle
@@ -3509,6 +3511,195 @@ open class DashboardService(
         return workbook
     }
 
+    @Throws(IOException::class)
+    fun exportFinancialSummaryV2ByClientExcel(
+        financialSummaryByClients: List<ExportFinancialSummaryV2ByClientRequest>,
+    ): ByteArray {
+        // Generate the Excel report with query results
+        val workbook: Workbook =
+            createFinancialSummaryV2ByClientExcel(financialSummaryByClients, FINANCIAL_SUMMARY_FOR_CLIENT)
+
+        // Write the workbook to a ByteArrayOutputStream
+        val outputStream: ByteArrayOutputStream = ByteArrayOutputStream()
+        workbook.write(outputStream)
+        workbook.close()
+
+        return outputStream.toByteArray()
+    }
+
+    @Throws(IOException::class)
+    private fun createFinancialSummaryV2ByClientExcel(
+        financialSummaryByClients: List<ExportFinancialSummaryV2ByClientRequest>,
+        templatePath: String,
+    ): Workbook {
+        // please create a new function for each report template
+        val resource = ClassPathResource(templatePath)
+        val templateInputStream = resource.inputStream
+        val workbook: Workbook = XSSFWorkbook(templateInputStream)
+
+        val sheet: Sheet = workbook.getSheetAt(0)
+
+        // accounting style + comma style
+        val accountingStyle = workbook.createDataFormat().getFormat("_(* #,##0.00_);_(* (#,##0.00);_(* \"-\"??_);_(@_)")
+
+        // normal font
+        val normalFont = workbook.createFont().apply {
+            fontName = "Times New Roman"
+        }
+
+//        val normalFontStyle = workbook.createCellStyle().apply {
+//            setFont(normalFont)
+//        }
+
+        var rowIndex = 1 // Assuming the location is in (1,2), which is the report date field
+        var columnIndex = 1
+        sheet.getRow(rowIndex).createCell(columnIndex).apply {
+            setCellValue(FORMATTED_TODAY)
+        }
+
+        rowIndex = 4
+        financialSummaryByClients.forEach { financialSummaryByClient: ExportFinancialSummaryV2ByClientRequest ->
+            sheet.createRow(rowIndex++).apply {
+                createCell(0).apply {
+                    setCellValue(financialSummaryByClient.customerCode)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(1).apply {
+                    setCellValue(financialSummaryByClient.customerName)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(2).apply {
+                    setCellValue(financialSummaryByClient.sumOfProjects)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(3).apply {
+                    cellFormula = "IF(E${rowIndex}>=1,\"Positive\",\"Negative\")"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.CENTER)
+                }
+
+                createCell(4).apply {
+                    cellFormula = "IFERROR(IF(M${rowIndex}=0, 0, M${rowIndex}/J${rowIndex}),0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(5).apply {
+                    cellFormula = "IF(G${rowIndex}>=1,\"Positive\",\"Negative\")"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.CENTER)
+                }
+
+                createCell(6).apply {
+                    cellFormula = "IFERROR(H${rowIndex}/J${rowIndex},0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(7).apply {
+                    setCellValue(financialSummaryByClient.totalFee)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(8).apply {
+//                    cellFormula = "H${rowIndex}*80%"
+                    setCellValue(financialSummaryByClient.totalBudget)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(9).apply {
+//                    setCellValue(financialSummaryByClient.cumulativeExpenditure)
+                    cellFormula = "IFERROR(K${rowIndex}+L${rowIndex},0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+
+                createCell(10).apply {
+                    setCellValue(financialSummaryByClient.manhourExpense)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(11).apply {
+                    setCellValue(financialSummaryByClient.projectExpense)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(12).apply {
+                    setCellValue(financialSummaryByClient.invoicedAmount)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(13).apply {
+                    cellFormula = "IF(H${rowIndex}-M${rowIndex}<0,0,H${rowIndex}-M${rowIndex})"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(14).apply {
+                    setCellValue(financialSummaryByClient.paidAmount)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+            }
+        }
+
+        return workbook
+    }
+
     @Throws(IOException::class)
     fun exportFinancialSummaryByProjectExcel(
         financialSummaryByProjects: List<FinancialSummaryByProject>,
@@ -3524,6 +3715,23 @@ open class DashboardService(
 
         return outputStream.toByteArray()
     }
+
+    @Throws(IOException::class)
+    fun exportFinancialSummaryV2ByProjectExcel(
+        financialSummaryByProjects: List<ExportFinancialSummaryV2ByProjectRequest>,
+    ): ByteArray {
+        // Generate the Excel report with query results
+        val workbook: Workbook =
+            createFinancialSummaryV2ByProjectExcel(financialSummaryByProjects, FINANCIAL_SUMMARY_FOR_PROJECT)
+
+        // Write the workbook to a ByteArrayOutputStream
+        val outputStream: ByteArrayOutputStream = ByteArrayOutputStream()
+        workbook.write(outputStream)
+        workbook.close()
+
+        return outputStream.toByteArray()
+    }
+
     open fun testing3(
         projectId: Long,
         startDate: LocalDate?,
@@ -3842,7 +4050,7 @@ open class DashboardService(
                 }
 
                 createCell(5).apply {
-                    cellFormula = "IFERROR(IF(L${rowIndex}=0, 0,L${rowIndex}/K${rowIndex}),0)"
+                    cellFormula = "IFERROR(IF(N${rowIndex}=0, 0,N${rowIndex}/K${rowIndex}),0)"
                     cellStyle.apply {
                         setFont(normalFont)
                         dataFormat = accountingStyle
@@ -3944,6 +4152,187 @@ open class DashboardService(
 
         return workbook
     }
+
+    @Throws(IOException::class)
+    private fun createFinancialSummaryV2ByProjectExcel(
+        financialSummaryByProjects: List<ExportFinancialSummaryV2ByProjectRequest>,
+        templatePath: String,
+    ): Workbook {
+        // please create a new function for each report template
+        val resource = ClassPathResource(templatePath)
+        val templateInputStream = resource.inputStream
+        val workbook: Workbook = XSSFWorkbook(templateInputStream)
+
+        val sheet: Sheet = workbook.getSheetAt(0)
+
+        // accounting style + comma style
+        val accountingStyle = workbook.createDataFormat().getFormat("_(* #,##0.00_);_(* (#,##0.00);_(* \"-\"??_);_(@_)")
+
+        // normal font
+        val normalFont = workbook.createFont().apply {
+            fontName = "Times New Roman"
+        }
+
+//        val normalFontStyle = workbook.createCellStyle().apply {
+//            setFont(normalFont)
+//        }
+
+        var rowIndex = 1 // Assuming the location is in (1,2), which is the report date field
+        var columnIndex = 1
+        sheet.getRow(rowIndex).createCell(columnIndex).apply {
+            setCellValue(FORMATTED_TODAY)
+        }
+
+        rowIndex = 4
+        financialSummaryByProjects.forEach { financialSummaryByProject: ExportFinancialSummaryV2ByProjectRequest ->
+            sheet.createRow(rowIndex++).apply {
+                createCell(0).apply {
+                    setCellValue(financialSummaryByProject.projectCode)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(1).apply {
+                    setCellValue(financialSummaryByProject.projectName)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(2).apply {
+                    setCellValue(financialSummaryByProject.customerName)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(3).apply {
+                    setCellValue(financialSummaryByProject.subsidiaryName ?: "N/A")
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.LEFT)
+                }
+
+                createCell(4).apply {
+                    cellFormula = "IF(F${rowIndex}>=1,\"Positive\",\"Negative\")"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.CENTER)
+                }
+
+                createCell(5).apply {
+                    cellFormula = "IFERROR(IF(N${rowIndex}=0, 0,N${rowIndex}/K${rowIndex}),0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(6).apply {
+                    cellFormula = "IF(H${rowIndex}>=1,\"Positive\",\"Negative\")"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.CENTER)
+                }
+
+                createCell(7).apply {
+                    cellFormula = "IFERROR(I${rowIndex}/K${rowIndex},0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(8).apply {
+                    setCellValue(financialSummaryByProject.totalFee)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(9).apply {
+//                    cellFormula = "I${rowIndex}*80%"
+                    setCellValue(financialSummaryByProject.totalBudget)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(10).apply {
+//                    setCellValue(financialSummaryByProject.cumulativeExpenditure)
+                    cellFormula = "IFERROR(L${rowIndex}+M${rowIndex},0)"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(11).apply {
+                    setCellValue(financialSummaryByProject.manhourExpense)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(12).apply {
+                    setCellValue(financialSummaryByProject.projectExpense)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(13).apply {
+                    setCellValue(financialSummaryByProject.invoicedAmount)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(14).apply {
+                    cellFormula = "IF(I${rowIndex}-N${rowIndex}<0,0,I${rowIndex}-N${rowIndex})"
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+
+                createCell(15).apply {
+                    setCellValue(financialSummaryByProject.paidAmount)
+                    cellStyle.apply {
+                        setFont(normalFont)
+                        dataFormat = accountingStyle
+                    }
+                    CellUtil.setAlignment(this, HorizontalAlignment.RIGHT)
+                }
+            }
+        }
+
+        return workbook
+    }
 }
 
 

src/main/java/com/ffii/tsms/modules/data/web/DashboardController.kt

@@ -19,6 +19,8 @@ import com.ffii.tsms.modules.data.entity.TeamRepository
 import com.ffii.tsms.modules.data.service.*
 import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryByClientExcelRequest
 import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryByProjectExcelRequest
+import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryV2ByClientRequest
+import com.ffii.tsms.modules.data.web.models.ExportFinancialSummaryV2ByProjectRequest
 import com.ffii.tsms.modules.project.entity.ProjectRepository
 import org.springframework.core.io.ByteArrayResource
 import org.springframework.core.io.Resource
@@ -511,6 +513,14 @@ class DashboardController(
             .body(ByteArrayResource(reportResult))
     }
 
+    @PostMapping("/exportFinancialSummaryV2ByClientExcel")
+    fun exportFinancialSummaryV2ByClientExcel(@Valid @RequestBody request: List<ExportFinancialSummaryV2ByClientRequest>): ResponseEntity<Resource> {
+        val reportResult: ByteArray = dashboardService.exportFinancialSummaryV2ByClientExcel(request)
+        return ResponseEntity.ok()
+            .header("filename", "Financial Summary for Client - " + LocalDate.now() + ".xlsx")
+            .body(ByteArrayResource(reportResult))
+    }
+
     @PostMapping("/exportFinancialSummaryByProjectExcel")
     fun exportFinancialSummaryByProjectExcel(@Valid @RequestBody request: ExportFinancialSummaryByProjectExcelRequest): ResponseEntity<Resource> {
         val reportResult: ByteArray = dashboardService.exportFinancialSummaryByProjectExcel(request.financialSummaryByProjects)
@@ -518,4 +528,12 @@ class DashboardController(
             .header("filename", "Financial Summary for Project - " + LocalDate.now() + ".xlsx")
             .body(ByteArrayResource(reportResult))
     }
+
+    @PostMapping("/exportFinancialSummaryV2ByProjectExcel")
+    fun exportFinancialSummaryV2ByProjectExcel(@Valid @RequestBody request: List<ExportFinancialSummaryV2ByProjectRequest>): ResponseEntity<Resource> {
+        val reportResult: ByteArray = dashboardService.exportFinancialSummaryV2ByProjectExcel(request)
+        return ResponseEntity.ok()
+            .header("filename", "Financial Summary for Project - " + LocalDate.now() + ".xlsx")
+            .body(ByteArrayResource(reportResult))
+    }
 }

src/main/java/com/ffii/tsms/modules/data/web/models/ExportDashboardExcelRequest.kt

@@ -41,4 +41,31 @@ data class FinancialSummaryByProject (
 
 data class ExportFinancialSummaryByProjectExcelRequest (
     val financialSummaryByProjects: List<FinancialSummaryByProject>
+)
+
+data class ExportFinancialSummaryV2ByClientRequest (
+    val customerCode: String,
+    val customerName: String,
+    val sumOfProjects: Double,
+    val totalFee: Double,
+    val totalBudget: Double,
+//    val cumulativeExpenditure: Double,
+    val manhourExpense: Double,
+    val projectExpense: Double,
+    val invoicedAmount: Double,
+    val paidAmount: Double,
+)
+
+data class ExportFinancialSummaryV2ByProjectRequest (
+    val projectCode: String,
+    val projectName: String,
+    val customerName: String,
+    val subsidiaryName: String?,
+    val totalFee: Double,
+    val totalBudget: Double,
+//    val cumulativeExpenditure: Double,
+    val manhourExpense: Double,
+    val projectExpense: Double,
+    val invoicedAmount: Double,
+    val paidAmount: Double,
 )