nitesh
0832017508
Adds a shared Export to Excel utility (investment-export.ts) and wires it into every listing/report screen in the Investment module — Dashboard (break-up + allocation), Reports (all ~20 report shapes), Interest (per active tab), the FD/Bond/Share Holdings registers, and Masters (per active master tab). Entry/transaction forms intentionally have no export button. No sign-off is included here, matching the request to keep that feature reconciliation-only. Also fixes the Reconciliation export flow: the Prepared/Checked/Approved sign-off is now an optional one-off popup shown when "Export to Excel" is clicked (fields are blank by default and downloading works whether or not they're filled), replacing the earlier always-visible sign-off card. Also fixes three reconciliation reports (Sundry Dr/Cr, NEFT/RTGS, UDIR) whose labels contain "/" — an Excel-forbidden worksheet-name character — which was silently aborting their export.
90 lines
3.3 KiB
TypeScript
90 lines
3.3 KiB
TypeScript
/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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// Shared "Export to Excel" builder for every listing/report screen in the Investment module
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// (Dashboard, Reports, Interest, Holdings, Masters) — centralised so the ExcelJS boilerplate
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// (title/meta/header rows, number formatting, safe sheet names, Blob download) is written once
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// and every screen's export always behaves and looks the same.
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import * as ExcelJS from 'exceljs';
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export interface ExportSheetSpec {
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/** Worksheet tab name — sanitised for Excel's forbidden characters (\ / ? * [ ]) and length. */
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sheetName: string;
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/** Bold title row, merged across all columns. */
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title: string;
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/** Optional italic subtitle row (e.g. scope/date), merged across all columns. */
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subtitle?: string;
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headers: string[];
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rows: (string | number | null)[][];
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widths?: number[];
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}
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/** Excel worksheet names can't contain \ / ? * [ ] or exceed 31 chars. */
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function safeSheetName(name: string): string {
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return name.replace(/[\\/?*[\]]/g, '-').slice(0, 31);
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}
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function buildSheet(wb: ExcelJS.Workbook, spec: ExportSheetSpec): void {
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const sheet = wb.addWorksheet(safeSheetName(spec.sheetName));
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sheet.columns = (spec.widths || spec.headers.map(() => 18)).map((w) => ({ width: w }));
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const title = sheet.addRow([spec.title]);
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sheet.mergeCells(title.number, 1, title.number, spec.headers.length);
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title.font = { bold: true, size: 14, color: { argb: 'FFFFFFFF' } };
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title.alignment = { horizontal: 'center', vertical: 'middle' };
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title.height = 24;
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title.getCell(1).fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FF0F4F3C' } };
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if (spec.subtitle) {
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const meta = sheet.addRow([spec.subtitle]);
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sheet.mergeCells(meta.number, 1, meta.number, spec.headers.length);
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meta.font = { italic: true, size: 10 };
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}
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sheet.addRow([]);
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const head = sheet.addRow(spec.headers);
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head.font = { bold: true };
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head.alignment = { wrapText: true, horizontal: 'center' };
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head.eachCell((c) => {
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c.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FFE2E8F0' } };
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c.border = { bottom: { style: 'thin' } };
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});
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for (const r of spec.rows) {
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const row = sheet.addRow(r);
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r.forEach((v, idx) => {
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if (typeof v === 'number') {
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row.getCell(idx + 1).numFmt = '#,##0.00';
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}
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});
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}
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sheet.views = [{ state: 'frozen', ySplit: spec.subtitle ? 4 : 3 }];
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}
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/** Builds a (possibly multi-sheet) workbook and triggers a browser download. */
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export async function exportWorkbook(sheets: ExportSheetSpec[], fileName: string): Promise<void> {
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const wb = new ExcelJS.Workbook();
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wb.creator = 'CBSNexora';
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wb.created = new Date();
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sheets.forEach((s) => buildSheet(wb, s));
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const buffer = await wb.xlsx.writeBuffer();
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const blob = new Blob([buffer], {
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type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
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});
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const url = URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url;
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a.download = `${fileName.replace(/[^\w]+/g, '-')}.xlsx`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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URL.revokeObjectURL(url);
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}
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