feat(reports): saved-template store + CRUD + dialog integration (phase C)

Saves rep-configured export setups so a "Monthly board report" or
"Weekly pipeline review" template only has to be assembled once.

Schema (migration 0079_report_templates.sql + drizzle entry):
  - report_templates: id, port_id, kind, name, description, config
    (jsonb), created_by, created_at, updated_at.
  - Sibling-name uniqueness scoped (port_id, kind, LOWER(name)) so
    Port A and Port B can both have "Quarterly review" without
    colliding, and two different KINDS in the same port can share a
    name (a clients "Quarterly review" + an interests "Quarterly
    review" coexist).
  - port_id FK cascades on delete; templates evaporate with the
    parent port. No cross-port enumeration risk since every query
    filters by port_id.

Service (src/lib/services/report-templates.service.ts):
  - createReportTemplate / listReportTemplates / getReportTemplate /
    updateReportTemplate / deleteReportTemplate.
  - Audit-logs every write with old/new values for the rename case.
  - Surfaces sibling-name collisions as ConflictError with a
    rep-readable message ('A "Monthly board report" template
    already exists for the dashboard kind').

Routes:
  - GET  /api/v1/reports/templates?kind=clients
  - POST /api/v1/reports/templates
  - GET  /api/v1/reports/templates/[id]
  - PATCH /api/v1/reports/templates/[id]
  - DELETE /api/v1/reports/templates/[id]
  All gated on `reports.export` — same permission as generating
  reports lets the rep manage the templates that drive them.
  POST cross-validates that `body.kind === body.config.kind` so a
  rep can't sneak a dashboard config into a clients template and
  confuse the rendering path at use time.

UI:
  - SavedTemplatesPicker reusable component — dropdown of templates
    for this port + kind, inline "Save as template" toggle that
    expands to a name input + Save button, delete button next to
    the picker once a template is selected.
  - Wired into both ExportDashboardPdfButton + ExportListPdfButton.
    Applying a saved template hydrates the dialog's form (selected
    widgets / filters / title) from the saved config.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/components/reports/export-dashboard-pdf-button.tsx

@@ -23,6 +23,7 @@ import {
 import { triggerBlobDownload } from '@/lib/utils/download';
 import { usePermissions } from '@/hooks/use-permissions';
 import { resolvePortIdFromSlug } from '@/lib/api/client';
+import { SavedTemplatesPicker, type SavedTemplate } from './saved-templates-picker';
 
 /**
  * Dashboard "Export as PDF" affordance. Per-export dialog lets reps
@@ -113,6 +114,21 @@ export function ExportDashboardPdfButton() {
             </DialogDescription>
           </DialogHeader>
           <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);
+              }}
+            />
             <div className="space-y-1">
               <Label htmlFor="export-title">Title</Label>
               <Input id="export-title" value={title} onChange={(e) => setTitle(e.target.value)} />

src/components/reports/export-list-pdf-button.tsx

@@ -19,6 +19,7 @@ import {
 import { triggerBlobDownload } from '@/lib/utils/download';
 import { usePermissions } from '@/hooks/use-permissions';
 import { resolvePortIdFromSlug } from '@/lib/api/client';
+import { SavedTemplatesPicker, type SavedTemplate } from './saved-templates-picker';
 
 type ListKind = 'clients' | 'berths' | 'interests';
 
@@ -110,6 +111,17 @@ export function ExportListPdfButton({ kind, buttonLabel = 'Export PDF', defaultT
             </DialogDescription>
           </DialogHeader>
           <div className="space-y-4">
+            <SavedTemplatesPicker
+              kind={kind}
+              currentConfig={{ filters: { includeArchived } }}
+              onApply={(t: SavedTemplate) => {
+                const cfg = t.config as { filters?: { includeArchived?: boolean } };
+                if (cfg.filters?.includeArchived !== undefined) {
+                  setIncludeArchived(Boolean(cfg.filters.includeArchived));
+                }
+                if (t.name) setTitle(t.name);
+              }}
+            />
             <div className="space-y-1">
               <Label htmlFor={`export-title-${kind}`}>Title</Label>
               <Input

src/components/reports/saved-templates-picker.tsx

@@ -0,0 +1,205 @@
+'use client';
+
+import { useState } from 'react';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { Bookmark, Loader2, Save, Trash2 } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { Checkbox } from '@/components/ui/checkbox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+
+export interface SavedTemplate {
+  id: string;
+  portId: string;
+  kind: string;
+  name: string;
+  description: string | null;
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  config: Record<string, any>;
+}
+
+interface Props {
+  kind: 'dashboard' | 'clients' | 'berths' | 'interests';
+  /** Called when the rep picks a template from the dropdown — the
+   *  parent hydrates its form from the returned config. */
+  onApply: (template: SavedTemplate) => void;
+  /** Used by the "Save as template" toggle to capture the current
+   *  dialog state when the rep checks the box. */
+  currentConfig: Record<string, unknown>;
+  /** When set, allow saving the current dialog state as a new
+   *  template. The dialog manages the toggle + name input
+   *  inline so reps don't need to leave the export flow. */
+  showSave?: boolean;
+}
+
+/**
+ * Reusable Saved-templates picker. Mounted at the top of both
+ * dashboard / list export dialogs.
+ *
+ * - Dropdown lists existing templates for this port + kind.
+ * - "Save as template" expands to a name field + Save button when
+ *   showSave is true.
+ * - Delete action sits next to the dropdown when a template is
+ *   selected, so the rep can prune the list without leaving the
+ *   dialog.
+ */
+export function SavedTemplatesPicker({ kind, onApply, currentConfig, showSave = true }: Props) {
+  const qc = useQueryClient();
+  const [selectedId, setSelectedId] = useState<string>('');
+  const [saving, setSaving] = useState(false);
+  const [saveName, setSaveName] = useState('');
+  const [saveOpen, setSaveOpen] = useState(false);
+
+  const { data, isLoading } = useQuery<{ data: SavedTemplate[] }>({
+    queryKey: ['report-templates', kind],
+    queryFn: () =>
+      apiFetch<{ data: SavedTemplate[] }>(
+        `/api/v1/reports/templates?kind=${encodeURIComponent(kind)}`,
+      ),
+    staleTime: 30_000,
+  });
+
+  const deleteMutation = useMutation({
+    mutationFn: async (id: string) => {
+      await apiFetch(`/api/v1/reports/templates/${id}`, { method: 'DELETE' });
+    },
+    onSuccess: () => {
+      toast.success('Template deleted');
+      setSelectedId('');
+      void qc.invalidateQueries({ queryKey: ['report-templates', kind] });
+    },
+    onError: (err) => toastError(err),
+  });
+
+  async function handleSave() {
+    if (!saveName.trim()) return;
+    setSaving(true);
+    try {
+      await apiFetch('/api/v1/reports/templates', {
+        method: 'POST',
+        body: {
+          kind,
+          name: saveName.trim(),
+          config: { ...currentConfig, kind },
+        },
+      });
+      toast.success('Template saved');
+      setSaveName('');
+      setSaveOpen(false);
+      void qc.invalidateQueries({ queryKey: ['report-templates', kind] });
+    } catch (err) {
+      toastError(err);
+    } finally {
+      setSaving(false);
+    }
+  }
+
+  function handleApply(id: string) {
+    setSelectedId(id);
+    const template = data?.data.find((t) => t.id === id);
+    if (template) onApply(template);
+  }
+
+  const templates = data?.data ?? [];
+
+  return (
+    <div className="space-y-2">
+      <Label className="flex items-center gap-1.5 text-xs uppercase tracking-wide text-muted-foreground">
+        <Bookmark className="h-3.5 w-3.5" aria-hidden />
+        Saved templates
+      </Label>
+      <div className="flex items-center gap-2">
+        <Select value={selectedId} onValueChange={handleApply} disabled={isLoading}>
+          <SelectTrigger className="flex-1">
+            <SelectValue
+              placeholder={
+                isLoading
+                  ? 'Loading…'
+                  : templates.length === 0
+                    ? 'No saved templates yet'
+                    : 'Choose a saved template'
+              }
+            />
+          </SelectTrigger>
+          <SelectContent>
+            {templates.map((t) => (
+              <SelectItem key={t.id} value={t.id}>
+                {t.name}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+        {selectedId ? (
+          <Button
+            type="button"
+            variant="ghost"
+            size="icon"
+            onClick={() => deleteMutation.mutate(selectedId)}
+            disabled={deleteMutation.isPending}
+            aria-label="Delete template"
+            title="Delete this saved template"
+          >
+            <Trash2 className="h-4 w-4 text-destructive" aria-hidden />
+          </Button>
+        ) : null}
+      </div>
+      {showSave ? (
+        saveOpen ? (
+          <div className="flex items-center gap-2">
+            <Input
+              value={saveName}
+              onChange={(e) => setSaveName(e.target.value)}
+              placeholder="Template name"
+              className="h-8"
+            />
+            <Button
+              type="button"
+              size="sm"
+              onClick={handleSave}
+              disabled={!saveName.trim() || saving}
+            >
+              {saving ? (
+                <Loader2 className="mr-1.5 h-3.5 w-3.5 animate-spin" aria-hidden />
+              ) : (
+                <Save className="mr-1.5 h-3.5 w-3.5" aria-hidden />
+              )}
+              Save
+            </Button>
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              onClick={() => {
+                setSaveOpen(false);
+                setSaveName('');
+              }}
+              disabled={saving}
+            >
+              Cancel
+            </Button>
+          </div>
+        ) : (
+          <label className="flex items-center gap-2 text-xs text-muted-foreground cursor-pointer">
+            <Checkbox
+              checked={false}
+              onCheckedChange={(c) => setSaveOpen(Boolean(c))}
+              aria-label="Save current config as a template"
+            />
+            Save the current configuration as a template
+          </label>
+        )
+      ) : null}
+    </div>
+  );
+}