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>
This commit is contained in:
2026-05-25 16:28:26 +02:00
parent dd25ccfb53
commit 2072f6cac0
11 changed files with 1145 additions and 322 deletions

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import { notFound } from 'next/navigation';
import Link from 'next/link';
import type { Route } from 'next';
import { ArrowLeft } from 'lucide-react';
import { PageHeader } from '@/components/shared/page-header';
import { Button } from '@/components/ui/button';
import { DashboardReportBuilder } from '@/components/reports/builders/dashboard-report-builder';
import { SimpleReportBuilder } from '@/components/reports/builders/simple-report-builder';
const KINDS = ['dashboard', 'clients', 'berths', 'interests'] as const;
type Kind = (typeof KINDS)[number];
interface PageProps {
params: Promise<{ portSlug: string; kind: string }>;
searchParams: Promise<{ from?: string; to?: string }>;
}
const KIND_LABELS: Record<Kind, { title: string; description: string }> = {
dashboard: {
title: 'Dashboard report',
description: 'Multi-section PDF of the port dashboard — pick which sections to include.',
},
clients: { title: 'Clients report', description: 'Activity snapshot for active clients.' },
berths: { title: 'Berths report', description: 'Occupancy + status mix per berth.' },
interests: { title: 'Interests report', description: 'Pipeline value + stage distribution.' },
};
export default async function ReportBuilderPage({ params, searchParams }: PageProps) {
const { portSlug, kind } = await params;
const { from, to } = await searchParams;
if (!(KINDS as readonly string[]).includes(kind)) notFound();
const typedKind = kind as Kind;
const labels = KIND_LABELS[typedKind];
return (
<div className="space-y-4">
<PageHeader
eyebrow="Reports"
title={labels.title}
description={labels.description}
actions={
<Button asChild variant="outline" size="sm">
<Link href={`/${portSlug}/reports` as Route}>
<ArrowLeft className="mr-1.5 h-4 w-4" aria-hidden />
All reports
</Link>
</Button>
}
/>
{typedKind === 'dashboard' ? (
<DashboardReportBuilder portSlug={portSlug} initialFrom={from} initialTo={to} />
) : (
<SimpleReportBuilder portSlug={portSlug} kind={typedKind} />
)}
</div>
);
}

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import Link from 'next/link';
import type { Route } from 'next';
import { ArrowRight, BarChart3, Calendar, Clock, FileText, Layers, Users } from 'lucide-react';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { ReportsPageClient } from '@/components/reports/reports-page-client';
export default function ReportsPage() {
return <ReportsPageClient />;
interface PageProps {
params: Promise<{ portSlug: string }>;
}
interface KindCard {
kind: 'dashboard' | 'clients' | 'berths' | 'interests';
title: string;
description: string;
icon: typeof BarChart3;
}
const KINDS: KindCard[] = [
{
kind: 'dashboard',
title: 'Dashboard report',
description:
'Multi-section PDF of the port dashboard — pipeline funnel, occupancy timeline, KPIs, lead sources.',
icon: BarChart3,
},
{
kind: 'clients',
title: 'Clients report',
description: 'Activity snapshot across every active client in a date window.',
icon: Users,
},
{
kind: 'berths',
title: 'Berths report',
description: 'Occupancy + status mix for every berth across the requested window.',
icon: Layers,
},
{
kind: 'interests',
title: 'Interests report',
description: 'Pipeline value + stage distribution for every interest.',
icon: FileText,
},
];
const SUB_PAGES: Array<{
href: string;
label: string;
description: string;
icon: typeof BarChart3;
}> = [
{
href: '/reports/templates',
label: 'Templates',
description: 'Saved configurations reps can re-run with one click.',
icon: Layers,
},
{
href: '/reports/runs',
label: 'Runs',
description: 'Every report you have generated, with re-run and re-email links.',
icon: Clock,
},
{
href: '/reports/schedules',
label: 'Schedules',
description: 'Recurring reports that auto-email to your recipient list.',
icon: Calendar,
},
];
export default async function ReportsLandingPage({ params }: PageProps) {
const { portSlug } = await params;
return (
<div className="space-y-6">
<PageHeader
title="Reports"
description="Generate port reports as PDF — on-demand or on a recurring schedule."
/>
<section>
<h2 className="mb-3 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
Build a new report
</h2>
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-4">
{KINDS.map((k) => {
const Icon = k.icon;
return (
<Link
key={k.kind}
href={`/${portSlug}/reports/${k.kind}` as Route}
className="group rounded-lg border bg-card p-4 transition-colors hover:border-primary/40 hover:bg-accent/40"
>
<div className="mb-2 flex h-9 w-9 items-center justify-center rounded-md bg-primary/10 text-primary">
<Icon className="h-4 w-4" aria-hidden />
</div>
<div className="flex items-center justify-between gap-2">
<h3 className="text-sm font-medium">{k.title}</h3>
<ArrowRight
className="h-3.5 w-3.5 text-muted-foreground transition-transform group-hover:translate-x-0.5"
aria-hidden
/>
</div>
<p className="mt-1 text-xs text-muted-foreground">{k.description}</p>
</Link>
);
})}
</div>
</section>
<section>
<h2 className="mb-3 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
Library
</h2>
<div className="grid gap-3 md:grid-cols-3">
{SUB_PAGES.map((s) => {
const Icon = s.icon;
return (
<Link
key={s.href}
href={`/${portSlug}${s.href}` as Route}
className="group rounded-lg border bg-card p-4 transition-colors hover:border-primary/40 hover:bg-accent/40"
>
<div className="mb-2 flex h-9 w-9 items-center justify-center rounded-md bg-muted text-muted-foreground">
<Icon className="h-4 w-4" aria-hidden />
</div>
<div className="flex items-center justify-between gap-2">
<h3 className="text-sm font-medium">{s.label}</h3>
<ArrowRight
className="h-3.5 w-3.5 text-muted-foreground transition-transform group-hover:translate-x-0.5"
aria-hidden
/>
</div>
<p className="mt-1 text-xs text-muted-foreground">{s.description}</p>
</Link>
);
})}
</div>
</section>
<section>
<h2 className="mb-3 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
Legacy library
</h2>
<Card>
<CardHeader>
<CardTitle className="text-sm">Older reports + ad-hoc generator</CardTitle>
<CardDescription>
Pre-P4 reports surface. Stays available so historical PDFs are still downloadable
while the new template / run / schedule surfaces fill in.
</CardDescription>
</CardHeader>
<CardContent>
<ReportsPageClient />
</CardContent>
</Card>
</section>
</div>
);
}

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import { ReportRunsPageClient } from '@/components/reports/sub-pages/report-runs-page-client';
interface PageProps {
params: Promise<{ portSlug: string }>;
}
export default async function ReportRunsPage({ params }: PageProps) {
const { portSlug } = await params;
return <ReportRunsPageClient portSlug={portSlug} />;
}

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import { ReportSchedulesPageClient } from '@/components/reports/sub-pages/report-schedules-page-client';
interface PageProps {
params: Promise<{ portSlug: string }>;
}
export default async function ReportSchedulesPage({ params }: PageProps) {
const { portSlug } = await params;
return <ReportSchedulesPageClient portSlug={portSlug} />;
}

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import { ReportTemplatesPageClient } from '@/components/reports/sub-pages/report-templates-page-client';
interface PageProps {
params: Promise<{ portSlug: string }>;
}
export default async function ReportTemplatesPage({ params }: PageProps) {
const { portSlug } = await params;
return <ReportTemplatesPageClient portSlug={portSlug} />;
}

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'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>
);
}

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'use client';
import { useState } from 'react';
import { useRouter } from 'next/navigation';
import { Loader2 } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { DatePicker } from '@/components/ui/date-picker';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Label } from '@/components/ui/label';
import { apiFetch } from '@/lib/api/client';
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}-${day}`;
}
const KIND_LABELS: Record<string, { title: string; description: string }> = {
clients: {
title: 'Clients report',
description: 'Activity snapshot for every active client in the window.',
},
berths: {
title: 'Berths report',
description: 'Occupancy + status mix for every berth in the window.',
},
interests: {
title: 'Interests report',
description: 'Pipeline value + stage distribution for every interest.',
},
};
interface Props {
portSlug: string;
kind: 'clients' | 'berths' | 'interests';
}
/**
* v1 builder for the non-dashboard kinds. Just a date-range picker that
* enqueues a `report_runs` row via /api/v1/reports/runs. Kind-specific
* filters land alongside the dedicated renderer in P6+.
*/
export function SimpleReportBuilder({ portSlug, kind }: Props) {
const router = useRouter();
const labels = KIND_LABELS[kind] ?? {
title: `${kind} report`,
description: 'Generate a port-scoped report.',
};
const today = new Date();
const last30 = new Date(today);
last30.setDate(last30.getDate() - 30);
const [dateFrom, setDateFrom] = useState(toIsoLocal(last30));
const [dateTo, setDateTo] = useState(toIsoLocal(today));
const [enqueuing, setEnqueuing] = useState(false);
async function handleEnqueue() {
setEnqueuing(true);
try {
await apiFetch('/api/v1/reports/runs', {
method: 'POST',
body: {
kind,
config: { kind, dateFrom, dateTo },
outputFormat: 'pdf',
},
});
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 (
<Card>
<CardHeader>
<CardTitle className="text-sm">{labels.title}</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<p className="text-xs text-muted-foreground">{labels.description}</p>
<div className="space-y-1">
<Label>Report window</Label>
<div className="flex flex-wrap items-center gap-2">
<DatePicker
id="builder-date-from"
value={dateFrom}
onChange={setDateFrom}
placeholder="Start"
size="sm"
className="w-[150px]"
/>
<span className="text-xs text-muted-foreground"></span>
<DatePicker
id="builder-date-to"
value={dateTo}
onChange={setDateTo}
placeholder="End"
size="sm"
className="w-[150px]"
/>
</div>
</div>
<div className="flex justify-end">
<Button onClick={handleEnqueue} disabled={enqueuing}>
{enqueuing ? <Loader2 className="mr-1.5 h-4 w-4 animate-spin" aria-hidden /> : null}
Queue + go to Runs
</Button>
</div>
</CardContent>
</Card>
);
}

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'use client';
import { useMemo, useState } from 'react';
import { Eye, FileDown, Loader2 } from 'lucide-react';
import { toast } from 'sonner';
import { useParams } from 'next/navigation';
import Link from 'next/link';
import type { Route } from 'next';
import { FileDown } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { cn } from '@/lib/utils';
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 {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
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 { usePermissions } from '@/hooks/use-permissions';
import { resolvePortIdFromSlug } from '@/lib/api/client';
import { rangeToBounds, type DateRange } from '@/lib/analytics/range';
import { SavedTemplatesPicker, type SavedTemplate } from './saved-templates-picker';
import { PdfPreviewModal } from './pdf-preview-modal';
/**
* Local-timezone YYYY-MM-DD formatter. We deliberately avoid
* `toISOString().slice(0,10)` because it rolls through UTC and would
* land on the previous day for any rep east of GMT after ~14:00 local.
*/
function toIsoLocal(d: Date): string {
const y = d.getFullYear();
const m = String(d.getMonth() + 1).padStart(2, '0');
@@ -44,10 +18,11 @@ function toIsoLocal(d: Date): string {
}
/**
* Dashboard "Export as PDF" affordance. Per-export dialog lets reps
* pick which sections to include + set a custom title. Saved-template
* support lands in Phase C; for now, the dialog defaults all widgets
* checked + the current date in the title.
* Dashboard "Export as PDF" affordance. As of Reports P4 this navigates
* to the dedicated `/reports/dashboard` builder page (carrying the
* currently-active range through `?from=YYYY-MM-DD&to=YYYY-MM-DD`)
* instead of opening an in-dashboard dialog. The dialog body now lives
* in `DashboardReportBuilder`.
*
* Permission-gated client-side on `reports.export`; the server route
* re-checks via withPermission so a tampered client can't bypass.
@@ -57,300 +32,36 @@ export function ExportDashboardPdfButton({
initialRange,
}: {
className?: string;
/** The dashboard's currently-active range. When supplied, drives the
* dialog's initial dateFrom / dateTo so the rep doesn't re-pick a
* range they just chose on the dashboard. Falls back to last 30 days
* when omitted (still useful for ad-hoc reports). */
/** Carried through to the builder so the rep doesn't re-pick a range
* they just chose on the dashboard. */
initialRange?: DateRange;
} = {}) {
const { can } = usePermissions();
const [open, setOpen] = useState(false);
const [title, setTitle] = useState(`Report - ${new Date().toLocaleDateString(undefined)}`);
const [selected, setSelected] = useState<PdfDashboardWidgetId[]>(
PDF_DASHBOARD_WIDGETS.map((w) => w.id),
);
// Default report window: honour the dashboard's active range when one
// was passed in (rep already chose a window upstream); otherwise default
// to last 30 days. Period-cohort + occupancy-timeline widgets require
// the window, so populating with sensible defaults means the rep gets a
// useful report on first export without re-picking dates.
const initialBounds = (() => {
if (initialRange) {
const { from, to } = rangeToBounds(initialRange);
return { from: toIsoLocal(from), to: toIsoLocal(to) };
}
const today = new Date();
const last30 = new Date(today);
last30.setDate(last30.getDate() - 30);
return { from: toIsoLocal(last30), to: toIsoLocal(today) };
})();
const [dateFrom, setDateFrom] = useState(initialBounds.from);
const [dateTo, setDateTo] = useState(initialBounds.to);
const [loading, setLoading] = useState(false);
const [previewOpen, setPreviewOpen] = useState(false);
// Build the payload the modal will POST. useMemo keeps the
// reference stable while the dialog's form is unchanged, so the
// preview effect doesn't re-fire on unrelated re-renders.
const previewPayload = useMemo(
() => ({
title: title.trim() || 'Report',
config: {
kind: 'dashboard' as const,
widgetIds: selected,
...(dateFrom ? { dateFrom } : {}),
...(dateTo ? { dateTo } : {}),
},
}),
[title, selected, dateFrom, dateTo],
);
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
if (!can('reports', 'export')) return null;
if (!portSlug) return null;
function toggle(id: PdfDashboardWidgetId) {
setSelected((prev) => (prev.includes(id) ? prev.filter((x) => x !== id) : [...prev, id]));
}
async function handleExport() {
if (selected.length === 0) {
toast.error('Pick at least one section to include.');
return;
}
setLoading(true);
try {
// FormData isn't required (this is a JSON body), but we DO need
// to forward the X-Port-Id header so the server-side resolver
// knows which port's data to use. apiFetch is JSON-only and
// doesn't expose the raw response body; we need the buffer here
// so do a raw fetch with the same header convention.
const headers = new Headers({ 'Content-Type': 'application/json' });
if (typeof window !== 'undefined') {
const slug = window.location.pathname.split('/').filter(Boolean)[0];
if (slug && slug !== 'login' && slug !== 'portal' && slug !== 'api') {
const portId = await resolvePortIdFromSlug(slug);
if (portId) headers.set('X-Port-Id', portId);
}
}
const res = await fetch('/api/v1/reports/generate', {
method: 'POST',
headers,
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');
setOpen(false);
} catch (err) {
toast.error(err instanceof Error ? err.message : 'Export failed');
} finally {
setLoading(false);
}
}
const search = (() => {
if (!initialRange) return '';
const { from, to } = rangeToBounds(initialRange);
return `?from=${toIsoLocal(from)}&to=${toIsoLocal(to)}`;
})();
const href = `/${portSlug}/reports/dashboard${search}` as Route;
return (
<>
<Button
variant="ghost"
size="sm"
onClick={() => setOpen(true)}
title="Export dashboard as PDF"
aria-label="Export dashboard as PDF"
className={cn('h-9 w-9 p-0 text-muted-foreground hover:text-foreground', className)}
>
<Button
asChild
variant="ghost"
size="sm"
title="Export dashboard as PDF"
aria-label="Export dashboard as PDF"
className={cn('h-9 w-9 p-0 text-muted-foreground hover:text-foreground', className)}
>
<Link href={href}>
<FileDown className="h-4 w-4" aria-hidden />
</Button>
<Dialog open={open} onOpenChange={setOpen}>
<DialogContent className="max-w-md">
<DialogHeader>
<DialogTitle>Export dashboard as PDF</DialogTitle>
<DialogDescription>
Pick which sections to include and set a title. The PDF inherits the active
port&apos;s logo and primary color.
</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)} />
</div>
{/* Date-range filter. Drives every time-period section
(new clients in window, berths sold in window, occupancy
timeline, etc.). Defaulted to the last 30 days so a
first-time export already has a sensible window without
the rep configuring anything. Sections that don't
require a window (KPIs, current pipeline funnel, etc.)
ignore it. */}
<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>
<div className="space-y-2">
<Label>Sections</Label>
{/* Grouped checkbox list. Each widget knows its own
category; we render the categories in PDF_DASHBOARD_-
CATEGORY_LABELS' declared order so charts surface
before tables surface before period cohorts. */}
<div className="max-h-[50vh] 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>
</div>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setOpen(false)} disabled={loading}>
Cancel
</Button>
<Button
variant="outline"
onClick={() => setPreviewOpen(true)}
disabled={loading || selected.length === 0}
>
<Eye className="mr-1.5 h-4 w-4" aria-hidden />
Preview
</Button>
<Button onClick={handleExport} disabled={loading || 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>
</DialogFooter>
</DialogContent>
</Dialog>
{previewOpen ? (
<PdfPreviewModal
open
onOpenChange={setPreviewOpen}
payload={previewPayload}
filename={`${title.trim().replace(/[\\/]/g, '_') || 'report'}.pdf`}
title={`Preview: ${title.trim() || 'Report'}`}
/>
) : null}
</>
</Link>
</Button>
);
}

View File

@@ -0,0 +1,160 @@
'use client';
import Link from 'next/link';
import type { Route } from 'next';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { ArrowLeft, Download, Mail, Loader2 } from 'lucide-react';
import { toast } from 'sonner';
import { PageHeader } from '@/components/shared/page-header';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table';
import { EmptyState } from '@/components/shared/empty-state';
import { apiFetch } from '@/lib/api/client';
import type { ReportRun } from '@/lib/db/schema/reports';
interface ListResponse {
data: ReportRun[];
total: number;
hasMore: boolean;
}
const STATUS_VARIANT: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {
pending: 'secondary',
rendering: 'secondary',
complete: 'default',
failed: 'destructive',
};
export function ReportRunsPageClient({ portSlug }: { portSlug: string }) {
const qc = useQueryClient();
const { data, isLoading } = useQuery<ListResponse>({
queryKey: ['report-runs'],
queryFn: () => apiFetch<ListResponse>('/api/v1/reports/runs?limit=50&order=desc'),
refetchInterval: (query) => {
// Auto-poll while any row is in flight so the rep sees status flip
// without manual refresh.
const rows = query.state.data?.data ?? [];
return rows.some((r) => r.status === 'pending' || r.status === 'rendering') ? 5_000 : false;
},
});
const rerunMutation = useMutation({
mutationFn: async (run: ReportRun) => {
return apiFetch('/api/v1/reports/runs', {
method: 'POST',
body: {
kind: run.kind,
config: run.config,
outputFormat: run.outputFormat,
...(run.templateId ? { templateId: run.templateId } : {}),
},
});
},
onSuccess: () => {
toast.success('Re-run queued');
qc.invalidateQueries({ queryKey: ['report-runs'] });
},
onError: (err) => toast.error(err instanceof Error ? err.message : 'Re-run failed'),
});
const rows = data?.data ?? [];
return (
<div className="space-y-4">
<PageHeader
eyebrow="Reports"
title="Runs"
description="Every report generated for this port. In-flight runs auto-refresh."
actions={
<Button asChild variant="outline" size="sm">
<Link href={`/${portSlug}/reports` as Route}>
<ArrowLeft className="mr-1.5 h-4 w-4" aria-hidden />
All reports
</Link>
</Button>
}
/>
{isLoading ? (
<Skeleton className="h-[200px] w-full" aria-hidden />
) : rows.length === 0 ? (
<EmptyState
title="No runs yet"
description="Generate a report from the Reports landing page to see it here."
/>
) : (
<Card>
<CardContent className="p-0">
<Table>
<TableHeader>
<TableRow>
<TableHead>Kind</TableHead>
<TableHead>Status</TableHead>
<TableHead>Triggered</TableHead>
<TableHead>Created</TableHead>
<TableHead>Output</TableHead>
<TableHead className="w-32 text-right">Actions</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.map((r) => (
<TableRow key={r.id}>
<TableCell className="font-medium capitalize">{r.kind}</TableCell>
<TableCell>
<Badge variant={STATUS_VARIANT[r.status] ?? 'outline'}>{r.status}</Badge>
</TableCell>
<TableCell className="text-xs text-muted-foreground capitalize">
{r.triggeredBy}
</TableCell>
<TableCell className="text-xs text-muted-foreground">
{new Date(r.createdAt).toLocaleString()}
</TableCell>
<TableCell className="text-xs uppercase tracking-wide text-muted-foreground">
{r.outputFormat}
</TableCell>
<TableCell className="text-right">
<div className="flex items-center justify-end gap-1">
{r.status === 'complete' && r.storageKey ? (
<Button asChild size="sm" variant="ghost" title="Download artefact">
<Link href={`/api/v1/files/${r.storageKey}/download` as Route}>
<Download className="h-3.5 w-3.5" aria-hidden />
</Link>
</Button>
) : null}
<Button
size="sm"
variant="ghost"
title="Re-run with the same config"
onClick={() => rerunMutation.mutate(r)}
disabled={rerunMutation.isPending}
>
{rerunMutation.isPending ? (
<Loader2 className="h-3.5 w-3.5 animate-spin" aria-hidden />
) : (
<Mail className="h-3.5 w-3.5" aria-hidden />
)}
</Button>
</div>
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
)}
</div>
);
}

View File

@@ -0,0 +1,134 @@
'use client';
import Link from 'next/link';
import type { Route } from 'next';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { ArrowLeft, Calendar } from 'lucide-react';
import { toast } from 'sonner';
import { PageHeader } from '@/components/shared/page-header';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
import { Switch } from '@/components/ui/switch';
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table';
import { EmptyState } from '@/components/shared/empty-state';
import { apiFetch } from '@/lib/api/client';
import type { ReportSchedule } from '@/lib/db/schema/reports';
interface ListResponse {
data: ReportSchedule[];
}
const CADENCE_LABELS: Record<string, string> = {
weekly_monday_9: 'Weekly · Monday 9am',
monthly_first_9: 'Monthly · 1st @ 9am',
quarterly_first_9: 'Quarterly · 1st @ 9am',
};
export function ReportSchedulesPageClient({ portSlug }: { portSlug: string }) {
const qc = useQueryClient();
const { data, isLoading } = useQuery<ListResponse>({
queryKey: ['report-schedules'],
queryFn: () => apiFetch<ListResponse>('/api/v1/reports/schedules?limit=50'),
});
const toggleMutation = useMutation({
mutationFn: async ({ id, enabled }: { id: string; enabled: boolean }) => {
return apiFetch(`/api/v1/reports/schedules/${id}`, {
method: 'PATCH',
body: { enabled },
});
},
onSuccess: () => {
toast.success('Schedule updated');
qc.invalidateQueries({ queryKey: ['report-schedules'] });
},
onError: (err) => toast.error(err instanceof Error ? err.message : 'Update failed'),
});
const rows = data?.data ?? [];
return (
<div className="space-y-4">
<PageHeader
eyebrow="Reports"
title="Schedules"
description="Recurring reports auto-emailed to your recipient list."
actions={
<Button asChild variant="outline" size="sm">
<Link href={`/${portSlug}/reports` as Route}>
<ArrowLeft className="mr-1.5 h-4 w-4" aria-hidden />
All reports
</Link>
</Button>
}
/>
{isLoading ? (
<Skeleton className="h-[200px] w-full" aria-hidden />
) : rows.length === 0 ? (
<EmptyState
icon={Calendar}
title="No schedules yet"
description="Save a template, then schedule it from the template detail page."
/>
) : (
<Card>
<CardContent className="p-0">
<Table>
<TableHeader>
<TableRow>
<TableHead>Cadence</TableHead>
<TableHead>Recipients</TableHead>
<TableHead>Last run</TableHead>
<TableHead>Next run</TableHead>
<TableHead>Output</TableHead>
<TableHead className="w-20 text-right">Enabled</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.map((s) => (
<TableRow key={s.id}>
<TableCell className="font-medium">
{CADENCE_LABELS[s.cadence] ?? s.cadence}
</TableCell>
<TableCell>
<Badge variant="outline">
{Array.isArray(s.recipients) ? s.recipients.length : 0}
</Badge>
</TableCell>
<TableCell className="text-xs text-muted-foreground">
{s.lastRunAt ? new Date(s.lastRunAt).toLocaleString() : '—'}
</TableCell>
<TableCell className="text-xs text-muted-foreground">
{new Date(s.nextRunAt).toLocaleString()}
</TableCell>
<TableCell className="text-xs uppercase tracking-wide text-muted-foreground">
{s.outputFormat}
</TableCell>
<TableCell className="text-right">
<Switch
checked={s.enabled}
onCheckedChange={(enabled) => toggleMutation.mutate({ id: s.id, enabled })}
disabled={toggleMutation.isPending}
/>
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
)}
</div>
);
}

View File

@@ -0,0 +1,105 @@
'use client';
import Link from 'next/link';
import type { Route } from 'next';
import { useQuery } from '@tanstack/react-query';
import { ArrowLeft, FilePlus } from 'lucide-react';
import { PageHeader } from '@/components/shared/page-header';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table';
import { EmptyState } from '@/components/shared/empty-state';
import { apiFetch } from '@/lib/api/client';
import type { ReportTemplate } from '@/lib/db/schema/reports';
interface ListResponse {
data: ReportTemplate[];
}
export function ReportTemplatesPageClient({ portSlug }: { portSlug: string }) {
const { data, isLoading } = useQuery<ListResponse>({
queryKey: ['report-templates'],
queryFn: () => apiFetch<ListResponse>('/api/v1/reports/templates?limit=50'),
});
const rows = data?.data ?? [];
return (
<div className="space-y-4">
<PageHeader
eyebrow="Reports"
title="Templates"
description="Saved report configurations. Pick one to re-run with one click."
actions={
<Button asChild variant="outline" size="sm">
<Link href={`/${portSlug}/reports` as Route}>
<ArrowLeft className="mr-1.5 h-4 w-4" aria-hidden />
All reports
</Link>
</Button>
}
/>
{isLoading ? (
<Skeleton className="h-[200px] w-full" aria-hidden />
) : rows.length === 0 ? (
<EmptyState
icon={FilePlus}
title="No saved templates yet"
description="When generating a report from a builder, save the configuration to re-use it."
/>
) : (
<Card>
<CardContent className="p-0">
<Table>
<TableHeader>
<TableRow>
<TableHead>Name</TableHead>
<TableHead>Kind</TableHead>
<TableHead>Visibility</TableHead>
<TableHead>Created</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.map((t) => (
<TableRow key={t.id}>
<TableCell>
<Link
href={`/${portSlug}/reports/${t.kind}?templateId=${t.id}` as Route}
className="font-medium text-primary hover:underline"
>
{t.name}
</Link>
{t.description ? (
<p className="mt-0.5 text-xs text-muted-foreground">{t.description}</p>
) : null}
</TableCell>
<TableCell className="capitalize">{t.kind}</TableCell>
<TableCell>
<Badge variant={t.visibility === 'team' ? 'default' : 'outline'}>
{t.visibility}
</Badge>
</TableCell>
<TableCell className="text-xs text-muted-foreground">
{new Date(t.createdAt).toLocaleDateString()}
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
)}
</div>
);
}