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

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@@ -74,6 +74,9 @@ export * from './supplemental-forms';
// Pipeline refactor — qualification criteria, payment records
export * from './pipeline';
// Saved PDF-report templates (`/api/v1/reports/templates`).
export * from './reports';
// Relations (must come last - references all tables)
export * from './relations';
export * from './tracked-links';

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@@ -0,0 +1,53 @@
import { index, jsonb, pgTable, text, timestamp, uniqueIndex } from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
/**
* Saved report templates. Each row captures a named, port-scoped
* configuration that backs the "Saved templates" dropdown in the
* Export-as-PDF dialog. The `config` JSONB matches the discriminated-
* union shape the route schema enforces, so reusing a template is a
* straight pass-through to /api/v1/reports/generate.
*
* Migration: 0079_report_templates.sql.
*/
export const reportTemplates = pgTable(
'report_templates',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
/** Mirrors the discriminator on ReportConfig — 'dashboard' |
* 'clients' | 'berths' | 'interests'. Validated at the route
* layer. */
kind: text('kind').notNull(),
name: text('name').notNull(),
description: text('description'),
/** Untyped at the Drizzle layer; route + service layers validate
* via the same zod schemas they use on `/api/v1/reports/generate`. */
// eslint-disable-next-line @typescript-eslint/no-explicit-any
config: jsonb('config').$type<Record<string, any>>().notNull(),
createdBy: text('created_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_report_templates_port').on(table.portId),
index('idx_report_templates_port_kind').on(table.portId, table.kind),
// Sibling-name uniqueness per port+kind. The lower() expression in
// the SQL migration mirrors how case-insensitive collisions are
// handled elsewhere in the schema.
uniqueIndex('uniq_report_templates_port_kind_name').on(
table.portId,
table.kind,
sql`LOWER(${table.name})`,
),
],
);
export type ReportTemplate = typeof reportTemplates.$inferSelect;
export type NewReportTemplate = typeof reportTemplates.$inferInsert;