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:
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src/lib/db/migrations/0079_report_templates.sql
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-- Saved-template store for the PDF report exporter.
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--
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-- Each row holds a named, port-scoped report configuration that
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-- admins / sales-managers can save once and reps re-run with a
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-- single click ("Monthly board report", "Weekly pipeline review",
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-- etc.). The `config` JSONB matches the discriminated-union shape
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-- the route schema enforces, so the same `kind` + `widgetIds` /
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-- `columns` / `filters` keys round-trip cleanly.
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--
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-- Apply in dev:
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-- PGPASSWORD=changeme psql -h localhost -p 5434 -U crm \
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-- -d port_nimara_crm -f src/lib/db/migrations/0079_report_templates.sql
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CREATE TABLE IF NOT EXISTS report_templates (
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id text PRIMARY KEY,
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port_id text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
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kind text NOT NULL,
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name text NOT NULL,
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description text,
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config jsonb NOT NULL,
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created_by text NOT NULL,
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created_at timestamptz NOT NULL DEFAULT NOW(),
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updated_at timestamptz NOT NULL DEFAULT NOW()
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);
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CREATE INDEX IF NOT EXISTS idx_report_templates_port
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ON report_templates (port_id);
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CREATE INDEX IF NOT EXISTS idx_report_templates_port_kind
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ON report_templates (port_id, kind);
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-- Sibling-name uniqueness within a port + kind so reps don't end up
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-- with two "Monthly board report" templates of the same kind.
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CREATE UNIQUE INDEX IF NOT EXISTS uniq_report_templates_port_kind_name
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ON report_templates (port_id, kind, LOWER(name));
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