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pn-new-crm/src/components/reports/builders/dashboard-report-builder.tsx

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feat(reports-p4+p5): landing page + per-kind builder + Templates/Runs/Schedules sub-pages P4 — landing + builder: - /[portSlug]/reports — new landing page with 4 build-kind cards (dashboard / clients / berths / interests), 3 library cards (Templates / Runs / Schedules), and the pre-P4 reports list preserved under "Legacy library" so historical PDFs stay accessible. - /[portSlug]/reports/[kind] — kind-aware builder route. - dashboard: refactored the existing export dialog body into DashboardReportBuilder (page-mounted; same widget grouping + date-range + SavedTemplatesPicker + preview). New "Queue + go to Runs" CTA enqueues a report_runs row via /api/v1/reports/runs (Reports P3 path); "Download PDF" keeps the synchronous /generate fallback for ad-hoc one-shots. - clients / berths / interests: SimpleReportBuilder — date-range + enqueue to /api/v1/reports/runs. Kind-specific filters land alongside dedicated renderers in P6+. - Dashboard "Export as PDF" button rewired: no longer opens an in-dashboard Dialog. Becomes a Link → /reports/dashboard?from=...&to=... carrying the currently-active range through search params so the builder pre-fills it. Removes the dialog body (~290 lines) from the button file; the same UI lives in DashboardReportBuilder. - ?from=YYYY-MM-DD&to=YYYY-MM-DD search params pass the range into the builder page. P5 — sub-pages (functional, backed by P2 CRUD endpoints): - /reports/runs — paginated table of report_runs with status badges, auto-polls every 5s while any row is pending/rendering, per-row Download (file by storageKey) + Re-run actions. - /reports/templates — saved template grid. Clicking the name links to the builder with ?templateId=… so it pre-applies. - /reports/schedules — schedule table with cadence labels (weekly / monthly / quarterly), next-run timestamps, recipient counts, and a per-row enable Switch (PATCH /api/v1/reports/schedules/[id]). Verified: tsc clean, 1493/1493 vitest, dev-server compile clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 16:28:26 +02:00
'use client';
import { useMemo, useState } from 'react';
import { useRouter } from 'next/navigation';
import { Eye, FileDown, Loader2 } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Checkbox } from '@/components/ui/checkbox';
import { DatePicker } from '@/components/ui/date-picker';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import {
PDF_DASHBOARD_WIDGETS,
PDF_DASHBOARD_CATEGORY_LABELS,
type PdfDashboardWidgetId,
type PdfDashboardWidgetCategory,
} from '@/lib/services/dashboard-report-widgets';
import { triggerBlobDownload } from '@/lib/utils/download';
import { resolvePortIdFromSlug } from '@/lib/api/client';
import {
SavedTemplatesPicker,
type SavedTemplate,
} from '@/components/reports/saved-templates-picker';
import { PdfPreviewModal } from '@/components/reports/pdf-preview-modal';
function toIsoLocal(d: Date): string {
const y = d.getFullYear();
const m = String(d.getMonth() + 1).padStart(2, '0');
const day = String(d.getDate()).padStart(2, '0');
return `${y}-${m}-${day}`;
}
interface Props {
portSlug: string;
/** YYYY-MM-DD from a URL search-param so deep-links from the dashboard
* Export button can pre-fill the range the rep was already viewing. */
initialFrom?: string;
initialTo?: string;
}
/**
* Page-mounted Dashboard report builder. Migrates the export dialog body
* into a dedicated page (Reports P4). Same widget grouping + date-range
* controls + preview + saved-templates picker; the only behaviour change
* is that submit no longer closes a Dialog it stays on the builder so
* the rep can tweak + re-export.
*/
export function DashboardReportBuilder({ portSlug, initialFrom, initialTo }: Props) {
const router = useRouter();
const [title, setTitle] = useState(`Report - ${new Date().toLocaleDateString(undefined)}`);
const [selected, setSelected] = useState<PdfDashboardWidgetId[]>(
PDF_DASHBOARD_WIDGETS.map((w) => w.id),
);
const today = new Date();
const last30 = new Date(today);
last30.setDate(last30.getDate() - 30);
const [dateFrom, setDateFrom] = useState(initialFrom ?? toIsoLocal(last30));
const [dateTo, setDateTo] = useState(initialTo ?? toIsoLocal(today));
const [loading, setLoading] = useState(false);
const [enqueuing, setEnqueuing] = useState(false);
const [previewOpen, setPreviewOpen] = useState(false);
const previewPayload = useMemo(
() => ({
title: title.trim() || 'Report',
config: {
kind: 'dashboard' as const,
widgetIds: selected,
...(dateFrom ? { dateFrom } : {}),
...(dateTo ? { dateTo } : {}),
},
}),
[title, selected, dateFrom, dateTo],
);
function toggle(id: PdfDashboardWidgetId) {
setSelected((prev) => (prev.includes(id) ? prev.filter((x) => x !== id) : [...prev, id]));
}
async function portHeader(): Promise<HeadersInit> {
const headers = new Headers({ 'Content-Type': 'application/json' });
const portId = await resolvePortIdFromSlug(portSlug);
if (portId) headers.set('X-Port-Id', portId);
return headers;
}
async function handleDownload() {
if (selected.length === 0) {
toast.error('Pick at least one section to include.');
return;
}
setLoading(true);
try {
const res = await fetch('/api/v1/reports/generate', {
method: 'POST',
headers: await portHeader(),
body: JSON.stringify({
title: title.trim() || 'Report',
config: {
kind: 'dashboard',
widgetIds: selected,
...(dateFrom ? { dateFrom } : {}),
...(dateTo ? { dateTo } : {}),
},
}),
});
if (!res.ok) {
const text = await res.text();
throw new Error(text || `Export failed (${res.status})`);
}
const blob = await res.blob();
const filename = title.trim().replace(/[\\/]/g, '_') + '.pdf';
triggerBlobDownload(blob, filename);
toast.success('Report downloaded');
} catch (err) {
toast.error(err instanceof Error ? err.message : 'Export failed');
} finally {
setLoading(false);
}
}
/**
* P3 path: enqueue a `report_runs` row instead of doing a synchronous
* download. The BullMQ worker picks it up, renders, and parks the file
* on the report row. The rep then sees it in the /reports/runs list.
*/
async function handleEnqueueRun() {
if (selected.length === 0) {
toast.error('Pick at least one section to include.');
return;
}
setEnqueuing(true);
try {
const res = await fetch('/api/v1/reports/runs', {
method: 'POST',
headers: await portHeader(),
body: JSON.stringify({
kind: 'dashboard',
config: {
kind: 'dashboard',
widgetIds: selected,
...(dateFrom ? { dateFrom } : {}),
...(dateTo ? { dateTo } : {}),
},
outputFormat: 'pdf',
}),
});
if (!res.ok) {
const text = await res.text();
throw new Error(text || `Enqueue failed (${res.status})`);
}
toast.success('Report queued — track progress in Runs.');
router.push(`/${portSlug}/reports/runs`);
} catch (err) {
toast.error(err instanceof Error ? err.message : 'Enqueue failed');
} finally {
setEnqueuing(false);
}
}
return (
<div className="space-y-4">
<SavedTemplatesPicker
kind="dashboard"
currentConfig={{ widgetIds: selected }}
onApply={(t: SavedTemplate) => {
const cfg = t.config as { widgetIds?: string[] };
if (Array.isArray(cfg.widgetIds)) {
setSelected(
cfg.widgetIds.filter((id): id is PdfDashboardWidgetId =>
PDF_DASHBOARD_WIDGETS.some((w) => w.id === id),
),
);
}
if (t.name) setTitle(t.name);
}}
/>
<Card>
<CardHeader>
<CardTitle className="text-sm">Title + window</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="space-y-1">
<Label htmlFor="export-title">Title</Label>
<Input
id="export-title"
value={title}
onChange={(e) => setTitle(e.target.value)}
className="max-w-md"
/>
</div>
<div className="space-y-1">
<Label>Report window</Label>
<div className="flex flex-wrap items-center gap-2">
<DatePicker
id="export-date-from"
value={dateFrom}
onChange={setDateFrom}
placeholder="Start"
size="sm"
className="w-[150px]"
/>
<span className="text-xs text-muted-foreground"></span>
<DatePicker
id="export-date-to"
value={dateTo}
onChange={setDateTo}
placeholder="End"
size="sm"
className="w-[150px]"
/>
<Button
type="button"
variant="ghost"
size="sm"
onClick={() => {
const t = new Date();
const start = new Date(t);
start.setDate(start.getDate() - 30);
setDateFrom(toIsoLocal(start));
setDateTo(toIsoLocal(t));
}}
className="h-8 text-xs"
>
Last 30 days
</Button>
<Button
type="button"
variant="ghost"
size="sm"
onClick={() => {
const t = new Date();
const start = new Date(t);
start.setDate(start.getDate() - 90);
setDateFrom(toIsoLocal(start));
setDateTo(toIsoLocal(t));
}}
className="h-8 text-xs"
>
Last 90 days
</Button>
</div>
<p className="text-xs text-muted-foreground">
Drives time-period sections (new clients, berths sold, occupancy timeline, etc.).
Sections marked &ldquo;needs date range&rdquo; only render when both dates are set.
</p>
</div>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-sm">Sections</CardTitle>
</CardHeader>
<CardContent>
<div className="max-h-[60vh] space-y-3 overflow-y-auto rounded-md border p-2">
{(
Object.entries(PDF_DASHBOARD_CATEGORY_LABELS) as Array<
[PdfDashboardWidgetCategory, string]
>
).map(([category, label]) => {
const items = PDF_DASHBOARD_WIDGETS.filter((w) => w.category === category);
if (items.length === 0) return null;
return (
<div key={category} className="space-y-1">
<div className="px-1 text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
{label}
</div>
<div className="space-y-0.5">
{items.map((w) => (
<label
key={w.id}
className="flex items-start gap-2 cursor-pointer rounded-sm p-1 hover:bg-muted/50"
>
<Checkbox
checked={selected.includes(w.id)}
onCheckedChange={() => toggle(w.id)}
aria-label={w.label}
/>
<div className="text-sm leading-tight">
<div className="flex items-center gap-1.5">
<span className="font-medium">{w.label}</span>
{w.isChart ? (
<span className="shrink-0 whitespace-nowrap rounded-full bg-primary/10 px-1.5 py-px text-[8px] font-medium uppercase tracking-wide leading-none text-primary">
chart
</span>
) : null}
{w.requiresPeriod ? (
<span className="shrink-0 whitespace-nowrap rounded-full bg-amber-100 px-1.5 py-px text-[8px] font-medium uppercase tracking-wide leading-none text-amber-800">
needs date range
</span>
) : null}
</div>
<div className="text-xs text-muted-foreground">{w.description}</div>
</div>
</label>
))}
</div>
</div>
);
})}
</div>
</CardContent>
</Card>
<div className="flex flex-wrap items-center justify-end gap-2">
<Button
variant="outline"
onClick={() => setPreviewOpen(true)}
disabled={loading || enqueuing || selected.length === 0}
>
<Eye className="mr-1.5 h-4 w-4" aria-hidden />
Preview
</Button>
<Button
variant="outline"
onClick={handleEnqueueRun}
disabled={loading || enqueuing || selected.length === 0}
>
{enqueuing ? <Loader2 className="mr-1.5 h-4 w-4 animate-spin" aria-hidden /> : null}
Queue + go to Runs
</Button>
<Button onClick={handleDownload} disabled={loading || enqueuing || selected.length === 0}>
{loading ? (
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" aria-hidden />
) : (
<FileDown className="mr-1.5 h-4 w-4" aria-hidden />
)}
Download PDF
</Button>
</div>
{previewOpen ? (
<PdfPreviewModal
open
onOpenChange={setPreviewOpen}
payload={previewPayload}
filename={`${title.trim().replace(/[\\/]/g, '_') || 'report'}.pdf`}
title={`Preview: ${title.trim() || 'Report'}`}
/>
) : null}
</div>
);
}