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Bug #2886

New Partner CMS with new theme

Added by Piyush Vijay about 2 months ago. Updated 6 days ago.

Status:
New
Priority:
Normal
Start date:
07/23/2026
Due date:
% Done:

0%

Estimated time:
Spent time:

Description

New Partner CMS with new theme

#1

Updated by Saransh Bakoliya about 2 months ago

Today i have worked on ->
Analyzed the existing Partner CRM folder structure to establish a scalable UI architecture.
Reviewed all newly created Partner CRM components for proper responsibility separation.
Planned a reusable theme-first approach instead of applying styles directly in dashboard pages.
Created the initial partnerCRMTheme.ts structure for centralized Partner CRM styling.
Defined typography strategy for consistent headings, body text, captions, and button styles.
Planned a dedicated color palette inspired by Velzon while keeping compatibility with the existing project theme.
Defined global background, paper, divider, and text color configurations for the Partner CRM.
Planned reusable border radius, elevation, and shadow system for dashboard components.
Designed global MUI component overrides for Cards, Papers, Buttons, Chips, Tables, Avatars, and Dividers.
Planned responsive typography configuration for improved readability across screen sizes.
Finalized the theme hierarchy before beginning individual dashboard component styling.
Identified PartnerCRMLayout.tsx as the next integration point for applying the custom theme.
Planned ThemeProvider and CssBaseline integration for consistent styling across Partner CRM pages.
Planned reusable dashboard container spacing, padding, and layout configuration.
Identified PartnerCard.tsx as the shared card component for all dashboard sections.
Planned reusable metric card and chip components to eliminate duplicated dashboard styles.
Decided to postpone dashboard-specific UI modifications until the reusable design system is completed.
Established a component-first workflow to ensure consistent styling and easier future maintenance.
Prepared the Partner CRM foundation for seamless integration of the upcoming dashboard redesign and reusable UI components.

#2

Updated by Saransh Bakoliya about 2 months ago

Today i have worked on ->
Reviewed and refined the Partner My Stations page UI structure.
Redesigned the page header with a modern card-style layout.
Updated the header typography with improved font size, weight, and white color scheme.
Enhanced the page subtitle styling for better readability.
Improved the header container using rounded corners, border, and shadow effects.
Started redesigning the filter section with a premium dashboard look.
Updated the search field background to match the new dark theme.
Improved search input text color and focus border styling.
Added custom hover and focused border colors for the search field.
Refined the Apply Filter button styling and hover behavior.
Updated the Reset Filter button styling and interaction states.
Reviewed overall layout consistency across the page.
Identified UI issues in the container styling and separated page layout from content cards.
Reviewed remaining UI enhancements required for the data table.
Planned improvements for table header, row hover, typography, and pagination styling.
Validated that all existing APIs, filters, pagination, and business logic remain unchanged while focusing only on UI enhancements.
Performed code review after UI updates and documented remaining changes for the next implementation phase.
Prepared the Partner My Stations page for the next stage of table redesign and visual polishing.

#3

Updated by Saransh Bakoliya about 1 month ago

Today I have worked on ->
Started migration of StationDetailsPanel functionality into PartnerStationDetailsPanel.
Reviewed the existing Partner panel structure and identified missing dependencies required for the Overview tab.
Integrated the initial Overview UI layout into the Partner Station Details panel.
Added base state variables required for machines, cars charged, loading state, and station live date.
Analyzed missing interfaces and data models required for the migrated Overview functionality.
Reviewed missing MUI component imports required by the newly integrated UI.
Identified missing helper methods and utility functions referenced by the Overview section.
Verified API dependencies required for machine and car data rendering.
Analyzed missing event handlers for charger click and car session interactions.
Reviewed useEffect dependencies required to load station-related Overview data.
Identified Partner-specific permission checks that need simplification during migration.
Evaluated branding helper usage and planned replacement with Material UI theme utilities where applicable.
Verified Attached Chargers and Cars Charged UI integration requirements.
Worked on resolving migration issues and reducing TypeScript dependency gaps.
Used Codex AI to assist in code migration, dependency analysis, and identifying missing components for the Partner panel implementation.
Performed overall code review and prepared the Partner Station Details panel for the next phase of TypeScript error resolution and functional integration.

#4

Updated by Yashaditya Singh about 1 month ago

refactored the Partner Payouts page to align with our design system and ensure flawless light/dark mode compatibility. I implemented a custom CornerBox component to match the edgy, corner-bracket design used on our stat cards and integrated standardized components like PartnerDataTable and PartnerStatusBadge. I also fixed a critical light-mode theme bug where hardcoded dark backgrounds bled into the table footer and calculation cards. Finally, I resolved a UI glitch in the PDF export workflow, ensuring off-screen canvas elements render silently without flickering. All updates are tested and fully responsive.

#5

Updated by Saransh Bakoliya about 1 month ago

Today i have worked on ->
Reviewed the Partner Station Details Panel structure and identified required API integrations.
Analyzed the existing Session Management implementation for migration to Partner APIs.
Verified the Partner service layer and reviewed available station-related API methods.
Identified incorrect API import references causing compilation issues.
Corrected the API import strategy to use the existing partnerStationApi.ts service.
Reviewed and mapped available Partner API endpoints for each Station Details tab.
Planned migration from sessionManagementService to Partner-specific APIs.
Defined API mapping for Overview, Sessions, Revenue, Performance, Service, and Partnership sections.
Reviewed state management required for Partner Station Details.
Planned separation of API calls based on active tab to improve performance.
Designed the data-loading flow for independent tab-wise API requests.
Reviewed the existing Time Range filter implementation in the BBM Admin panel.
Planned integration of the BBM-style Time Range filter into the Partner (Velzon) Station Details page.
Defined API parameter mapping for all supported time ranges (Today, This Week, All Time, Custom Date Range, etc.).
Planned dynamic API refresh whenever the selected Time Range changes.
Ensured compatibility with existing Partner theme and reusable UI components.
Verified that all planned changes preserve existing business logic, routing, and permissions.
Prepared implementation prompts for API migration and Time Range integration.
Documented the required file updates and migration approach for future development.
Performed overall review of the Partner Station Details redesign and finalized the implementation plan for the next development phase.

#6

Updated by Yashaditya Singh about 1 month ago

Today I worked on the Partner Payouts module by refactoring the API integration to use the newly created service instead of making direct fetch calls. I updated the page to retrieve both the charging station list and versioned monthly revenue data through the service layer, improving code consistency and maintainability. I also resolved the associated TypeScript issues after the service migration. In addition, I enhanced the PDF export functionality by investigating the current export behavior and started modifying it to export the complete Partner Payouts drawer content instead of only the simplified summary section, ensuring the exported PDF matches the on-screen monthly closing report layout.

#7

Updated by Saransh Bakoliya about 1 month ago

Today i have worked on ->
Reviewed and refined the Partner Station Details Panel UI for consistency with the Partner CRM (Velzon) design.
Worked on integrating the BBM-style Time Range filter into the Station Details panel.
Mapped the Time Range filter values with the corresponding Partner Station APIs.
Reviewed and updated Partner API integration for Overview, Sessions, Revenue, Performance, Service, and Partnership tabs.
Analyzed and resolved Partner API import and service integration issues.
Investigated Dark Theme styling inconsistencies, including Station Details header, tab navigation, and Apply button behavior.
Verified reusable Partner components and theme implementation to ensure design consistency across the Station Details module.
Performed code review and debugging of Partner Station Details implementation to identify remaining UI and API-related issues.
Development was impacted due to system issues, with approximately 6 hours of downtime, which significantly reduced productive working time for the day.

#8

Updated by Yashaditya Singh about 1 month ago

Today I focused on enhancing the Partner Station Details module by refining both the Revenue and Performance tabs to closely align with the admin UI while maintaining the partner portal's design theme. I improved the Revenue section by updating the summary card layout, adjusting the Sessions and Energy Delivered statistics, and enhancing the six-month revenue chart with thinner bars and revenue labels above each bar. On the Performance tab, I made charger names clickable, improved the uptime and downtime tables, removed unnecessary "database fallback" text from remarks, and worked on integrating the Utilization column by analyzing the backend response and identifying the required frontend and backend changes. I also performed UI validation and resolved styling and data-binding issues.

#9

Updated by Saransh Bakoliya about 1 month ago

TOday i have worked on ->
Reviewed and refined the Partner CRM sidebar to align more closely with the Velzon design system.
Improved sidebar spacing, typography, menu item alignment, and overall visual hierarchy.
Analyzed and updated active menu state styling to reduce visual clutter and improve user experience.
Reviewed Partner Station Details layout and identified UI improvements for consistency across tabs.
Planned and documented the integration of the BBM-style Time Range filter into the Partner Station Details module.
Reviewed Partner API integration strategy and mapped APIs to their respective Station Details tabs.
Investigated theme-related issues in Dark Mode, including header styling, navigation, and button appearance.
Planned implementation of global layout dividers below the navbar and page header using theme-based styling for consistency across the Partner CRM.
Reviewed reusable Partner components and theme architecture to ensure future UI changes remain centralized and maintainable.
Prepared implementation prompts and technical guidance for sidebar refinement, global layout enhancements, and Station Details UI improvements while preserving existing functionality.

#10

Updated by Yashaditya Singh about 1 month ago

Today, I enhanced the Partner Payments module by redesigning the filter section to match the My Stations page layout, moving the search and status filters into a separate filter card for a cleaner and more consistent UI. I implemented Apply and Reset actions, updated the search and status filtering logic, fixed the status dropdown display (including the "All Status" option), and worked on ensuring the payment list refreshes correctly when filters are applied. Additionally, I resolved various UI alignment and styling issues to keep the Payments page consistent with the overall application theme.

#11

Updated by Shreya Agarwal about 1 month ago

Today, I working on the PDF export functionality for the Payout page. The main focus was restructuring the layout from a two-column boxed design to a clean single-column format that matches your expected output. I reviewed the existing code thoroughly to understand the data flow from the drawer to the PDF container. The PDF work is still in progress, with the current version now displaying all revenue, expense, and partner share data without borders, but further adjustments may be needed to match the exact formatting.

#12

Updated by Shreya Agarwal about 1 month ago

Continued working on the Partner Payouts page, focusing on the PDF export functionality to match the Drawer UI layout exactly. Currently debugging the html2canvas capture process to ensure the PDF container renders properly with all revenue and expense data
Worked on aligning the PDF layout with the Drawer UI by ensuring all sections (Revenue, Expenses, Partner Share Breakdown, and Summary).
Fixed the Drawer closing behavior

#13

Updated by Saransh Bakoliya 30 days ago

Today I have worked on creating a new dashboard for CRM with modern dark/light theme support.
Integrated time range filter options (Last 6 Months, Last Year, Last Month, and Custom Range) bound with backend analytics APIs.
Added project custom date picker controls (PartnerDatePicker) for selecting From Date and To Date in custom date mode.
Bound custom date selection states seamlessly with backend API payload parameters (startDate, endDate, and timeRange).
Fixed custom date query payload parameter serialization issues in dashboard analytics services.
Formatted date picker inputs to display dates as DD/MM/YYYY (e.g. 06/05/2026).
Added Clear and OK action buttons to the bottom of the calendar popover.
Styled the selected calendar day indicator with a clean 50% circular highlight (borderRadius: 50%).
Implemented theme-adaptive active colors for date selection (#1976D2 in Light Mode & #008D96 in Dark/Black Mode).
Added an interactive Month & Year header title (May 2026 ▾) with a custom dropdown arrow icon.
Enabled direct Month and Year view switching inside the date picker popover (views={['year', 'month', 'day']}).
Styled Year and Month selection grid lists with active state highlights for both light and dark themes.
Enforced explicit CSS rules to ensure the Month & Year header title is permanently visible on the top-left in dark mode.
Adjusted the width of the Search by transaction or partnership input box to prevent text clipping.
Positioned Apply and Reset filter buttons to the far-right end (ml: "auto") of the filter bar.
Applied noPadding prop to <PartnerCard> to remove excess vertical container padding.
Fine-tuned filter card vertical padding (py: 1.5) for a sleek, compact, and balanced layout height.
Integrated the Tenant Branding API (/api/v1/tenant/branding/public/domain/bbm.localhost) for dynamic company branding.
Implemented theme-adaptive logo resolution (Light, Dark, Night modes) with BBM fallback assets specifically for Partner CRM.

#14

Updated by Shreya Agarwal 17 days ago

I did comprehensive testing of all modules and verified the fixes for red-marked items. The testing was conducted on the React-based application.
Payouts Page has been verified and the header is now clean with all unnecessary elements removed. The pop-up share calculations have been validated and are showing correct values.
Station Details - Overview section is now clean as the peak hours revenue text has been successfully removed from the page.
Station Details - Sessions has been verified and both the session reports box and the zero-cost toggle have been removed as requested.
Station Details - Revenue is now working correctly with "All Time" set as the default filter and the 6-Month Revenue (₹) graph has been fixed and is displaying properly.
Station Details - Performance section has been cleaned up with the Errors & Faults section and all action icons removed successfully.
Station Details - Service has been verified and the Reseller tab along with the "View current visit" button have been removed from the page.
Payments Page testing is partially complete. The search bar and Actions column with view/download screenshot options are working fine. However, the Top 3 summary tiles (Total Payment, Paid, Due) are still pending and need to be implemented.
Main Dashboard has been partially verified. All metrics and Green KM values are displaying correctly. However, the dual tabs (Energy & Investment) feature and the Gross Revenue tile move are still pending implementation.
issues during testing which need to be addressed. Specifically, the state management for the Investment tab needs to be properly configured and the Gross Revenue tile relocation requires updates to the component structure.

#15

Updated by Yashaditya Singh 15 days ago

I focused on restricting and securing the StationDetailsPanel component for the Partner login experience. I removed partner access to the Service tab entirely and hide the Downtime Incidences Details section within the Performance tab. Furthermore, I overhauled the Overview, Sessions, Performance, and Revenue tabs—as well as the Summary and Car Models modals—to ensure all charger and machine names are strictly unclickable for partners, stripping out pointer cursors, hover effects, and routing events. To wrap up, I fixed a dynamic tab-indexing bug so that tabs render correctly depending on the user's specific role permissions, and I patched a nested click handler in the Revenue tab to fully enforce the new access restrictions. The panel is now completely locked down and functioning exactly as expected for partner accounts.

#16

Updated by Saransh Bakoliya 15 days ago

Animated Counter Component: Built a reusable 60fps AnimatedCounter component using requestAnimationFrame and ease-out quadratic easing for Partner CRM.
Velzon-Style Count-Up Effect: Implemented smooth count-up animations (0 → ... → target) across dynamic KPI cards in Partner CRM.
Partner My Stations Integration: Connected count-up animations for Total, Active, Inactive, Maintenance, and Under Construction station cards in PartnerMyStations.tsx.
Smart Formatted Counter Parser: Enhanced counter parser to automatically detect currency symbols (₹), commas, decimal precision, and unit suffixes (kWh, ).
Partner Dashboard Top KPI Animations: Animated Gross Revenue, Energy Delivered, Sessions, and Charger Utilization metrics on PartnerDashboard.tsx.
Partner Dashboard Middle KPI Animations: Animated Highest Station (All-Time) and Highest Day performance metrics on PartnerDashboard.tsx.
Partner Payments Integration: Connected dynamic count-up animations for Total Payment, Paid, and Due summary tiles in PartnerPayments.tsx.
Optimized Counter Animation Speed: Adjusted animation duration to a fast, responsive 400ms speed for snappy user feedback.
Auto-Wrapping KPI Cards: Built automatic counter detection into PartnerStatCard.tsx to handle any numeric or formatted string values seamlessly.
Non-Clickable Charger Utilization Tile: Removed onClick modal trigger from the Charger Utilization card on Partner Dashboard.
Cleaned Charger Utilization Subtitle: Removed the "Availability: 0
• 0 chargers" subtitle text from the Charger Utilization card.
Removed Downtime Incidences Section: Removed the "Downtime Incidences Details" card section from the Performance tab in PartnerStationDetailsPanel.tsx.
Removed Service Tab: Removed the "Service" tab button and its maintenance tables from the Station Details drawer navigation header.

#17

Updated by Shreya Agarwal 15 days ago

completed multiple enhancements to the partner payments module. I added a new "S.No." column in the payment table, implementing dynamic pagination logic ((page * rowsPerPage) + index + 1) for accurate serial numbering across pages. The Date column is now properly bound to the API's paidAt property with dynamic date-time parsing support, and repositioned it before the Status column for better logical flow. also fixed the date display to render in the project-standard format (e.g., 22 Aug 2026 01:41 pm) combining both date and time. Additionally, I integrated a new TDS (Tax Deducted at Source) summary tile using AccountBalanceIcon, expanding the summary grid to a 4-column responsive layout and all temporary mock data has been removed

#18

Updated by Yashaditya Singh 9 days ago

Today, I updated the main React dashboard component to successfully streamline the platform's partner experience. Specifically, I implemented role-based conditional rendering using the isPartner flag to safely hide the Charging Stations Map, Charging Stations summary panel, and Revenue & Units Shared pie charts from the partner view. This adjustment ensures that partners only see their relevant operational analytics, while preserving full data visibility for Company and Tenant Admins. The UI changes have been tested locally to confirm the restricted widgets no longer render for partners and are now ready for review.

#19

Updated by Shreya Agarwal 9 days ago

In this I worked to implement UI enhancements for the Partner CRM portal. On the Payouts page (/partner/payouts),I updated the Ledger Entries table header to make the Actions column title empty while preserving all row-level action buttons. On the Payments page (/partner/payments), I added a dynamic Station dropdown filter ("All Stations") placed between Search and Status, binding station options directly to res.data.stations.
Also done testing by comparing the old theme with the new theme . The testing focused on verifying that all content, data, and UI elements from the old interface are accurately reflected in the new design.
Several changes were observed across the pages. In the Payments section, dashboard , station , payout page many differences iI found in new theme like
The status and remark columns are not binding correctly with the API because the data is not coming through properly in downtime incidences . In station panel upcoming service tab in which column name not match with old them and in service tab two table was missing in overdue and history tab .All these changes were identified and communicated, confirming that while the core data and functionality remain consistent
Also i continue learnig react js for better undestanding

#20

Updated by Saransh Bakoliya 9 days ago

artner Station Status Filters: Updated status filter dropdown in PartnerMyStationsPage.tsx to remove "Suspended" and bind "Maintenance" and "Under Construction" options with API params.
Global Status Chips: Enhanced getStatusChipProps in ChargingStationManagementPage.tsx to render correct labels, colors, and icons for "Maintenance" and "Under Construction" statuses.
Dynamic kWh Formatting: Formatted Avg Energy / Session values dynamically from API data in kWh across partner station cards without any hardcoding.
Highest Station Card Clickability: Disabled click navigation on "Highest Station (All-Time)" card in partner dashboard widgets to restrict partner role access.
Service Tab Restoration: Fully restored the Service & Maintenance tab (tabValue === 4) in PartnerStationDetailsPanel.tsx between Performance and Partnership tabs.
Service Sub-Tabs UI Styling: Refactored Upcoming, History, and Overdue sub-tab containers using <PartnerCard noPadding sx={{ overflow: 'hidden' }}> for seamless tab UI alignment.
Service Summary Card Optimization: Removed redundant "Service Status" badge item from the Station Service Status summary card as requested.
Next Service Date Integration: Added and formatted the Next Service Date field dynamically using formatDateWithTimezone in the Station Service Status card.
Runtime Scope Fix: Resolved ReferenceError: Cannot access 'isPartner' before initialization by correcting declaration order in StationDetailsPanel.tsx.
TypeScript & Helper Function Fixes: Defined module-level helper functions (formatServiceFrequency, getVisitStatusColor) and fixed invalid prop usages (noWrap) to ensure zero TS build errors.
Worked on Station Details functionality and improved charger interaction.
Made chargers clickable from the Overview tab using the existing charger details flow.
Implemented charger click functionality in the Sessions section with dynamic charger identification.
Made chargers clickable in Revenue by Charger using the dynamic machineId.
Made chargers clickable in the Performance section using backend-provided charger IDs.
Removed the unnecessary Sessions column from the Overview → Attached Chargers section and Revenue → Revenue by Charger section.
Worked on binding Charger Tags and RFID Reader data dynamically from the charger details API response.

#21

Updated by Shreya Agarwal 8 days ago

continued learning React by focusing on component lifecycle, state management with hooks (useState, useEffect), and building reusable UI components through hands-on practice exercises. I also completed the remaining due testing for the Partner CRM new theme, covering the My Stations module, Station Details page, Service History section, and Downtime Incidences. During testing, I identified critical issues including missing agreement document text, incomplete station detail fields, All these findings have been documented and shared . The React learning is progressing steadily, and I plan to start exploring React Router and context API in the coming sessions. Overall, both learning and testing activities were productive and on track for the day.

#22

Updated by Yashaditya Singh 8 days ago

I completed testing of the Partner CRM. I performed functional testing across the key features and workflows to verify that the implemented functionality is working as expected. I validated different scenarios, checked data flow and UI behavior, and identified any issues or inconsistencies during testing. I also reviewed the overall user experience and system responses for different actions. The testing helped ensure that both modules are functioning correctly and meeting the expected requirements. Any observations and potential issues found during testing were noted for further review and resolution.

#23

Updated by Saransh Bakoliya 7 days ago

Fixed duplicate ONLINE connection status display in the Charger Details panel.
Updated Station Revenue formatting to display amounts in Indian currency format instead of compact lakh notation.
Verified Revenue tab currency formatting with a hardcoded test amount for UI validation.
Updated Energy Delivered display to show exactly three decimal places in the Revenue section.
Hid the machine code from individual charger cards under Per Charger Revenue.
Updated Maintenance History Mandatory column to display completed/total count with percentage dynamically.
Added a static subtitle “Current maintenance configuration and schedule” under Station Service Status.
Updated PartnerSectionHeader to support an optional subtitle property.
Adjusted Station Service Status header layout to display title and subtitle correctly.
Fixed Partnership Agreement section to show a placeholder when no agreement document is available.
Investigated the Change Password success message issue using the browser Network response.
Identified that the Change Password API returns success: false with HTTP 400 for an incorrect current password.
Fixed Partner Profile password handling to check the API response before showing the success message.
Ensured incorrect password responses display the actual API error message without changing the existing API calling functionality.

#24

Updated by Saransh Bakoliya 6 days ago

Worked on Partner Payouts Share Calculation functionality.
Compared Partner Payouts Share Calculation with the existing Payout Ledger implementation.
Reviewed the Share Calculation dialog structure and UI behavior.
Verified the Share Calculation API integration for partner payout data.
Aligned the Share Calculation dialog header with the Payout Ledger format.
Updated the dialog title to display Partner Name + Station Name + Month/Year.
Verified Energy (kWh) calculation display in the Share Calculation dialog.
Verified Your Share amount display and formatting.
Reviewed TDS and Extra Charges handling in the calculation summary.
Verified Net Share display logic against the Payout Ledger.
Reviewed the Calculation Breakdown rendering and formatting.
Verified Gross Revenue / OCPI Charges internal rows are excluded from the partner-facing breakdown.
Verified Electricity Bill attachment/download functionality for the applicable month.
Reviewed the Payout Report download functionality and ensured existing functionality remains unchanged.

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