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>
This commit is contained in:
2026-05-21 20:46:52 +02:00
parent 47c2ba9a99
commit 1cdc2fdc6d
9 changed files with 655 additions and 0 deletions

View File

@@ -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