feat(reports): PDF report exporter foundation + dashboard report (phase A)

Production-grade PDF reporting for the CRM. Phase A ships the
foundation (branded layout, render pipeline, API route) plus the
first report kind — the dashboard summary. Phases B, C, D add the
remaining report kinds, saved templates, and the preview modal.

Stack: @react-pdf/renderer (already in package.json). Single primary
font (Helvetica/Helvetica-Bold), per-port primary color + logo,
table-based section layout. Charts will become tables here on
purpose; reports are for printed reference and review, where
exact numbers beat at-a-glance shapes. We can revisit Recharts-as-
SVG embedding if a stakeholder asks for chart visuals.

New files:
  - src/lib/pdf/reports/types.ts: discriminated-union ReportConfig
    covering dashboard / clients / berths / interests kinds. Only
    dashboard is wired in phase A; the others throw a clear
    not-implemented error from pickDocument().
  - src/lib/pdf/reports/styles.ts: shared StyleSheet keyed off
    branding.primaryColor. Computes a readable foreground color
    (luminance check) for the accent stripe so dark-brand ports
    still read at AA.
  - src/lib/pdf/reports/branded-document.tsx: page wrapper with
    fixed footer (port name, generated-at timestamp, page numbers
    via react-pdf's render-prop pattern).
  - src/lib/pdf/reports/dashboard-report.tsx: KPI grid + per-widget
    SimpleTable sections. Each section gated on the widget id being
    present in config.widgetIds AND data being supplied.
  - src/lib/pdf/reports/render-report.ts: single entry point that
    resolves branding (logoUrl + primaryColor + portName from
    getPortBrandingConfig + ports.name), dispatches via
    discriminated-union switch, returns Buffer via renderToBuffer.
    Exhaustiveness check at the bottom catches unhandled variants
    at compile time.
  - src/lib/services/dashboard-report-data.service.ts: server-side
    data resolver. PDF_DASHBOARD_WIDGETS is the public widget list
    for the dialog picker; each id maps to a dashboard.service.ts
    fetcher invoked only when the rep selected that widget.
  - src/app/api/v1/reports/generate/route.ts: POST endpoint, zod
    discriminated-union body schema, withAuth + withPermission
    'reports.export' gating, audit-log write on success, RFC 5987
    Content-Disposition for unicode-safe filenames.
  - src/components/reports/export-dashboard-pdf-button.tsx: dialog
    with section checkboxes + title input. Permission-gated client-
    side (server re-checks). Raw fetch (not apiFetch) to pull the
    binary blob with X-Port-Id header attached manually.
  - tests/unit/pdf-report-renderer.test.ts: renders three fixture
    cases — full set / sparse / no-logo — and asserts the buffer
    starts with the `%PDF-` magic bytes and is non-trivial in size.

DashboardShell gains an Export PDF button between the date-range
picker and the Customize widgets menu (gated on reports.export).

Verified: tsc clean, vitest 1451/1451 (3 new render tests included).
The first end-to-end manual test (export a real dashboard) is in
Phase D after the preview modal lands.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-21 20:35:53 +02:00
parent e91055f784
commit 3b199c245c
10 changed files with 1243 additions and 0 deletions

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/**
* Server-side data resolver for the dashboard PDF report.
*
* Each section is gated on its widget id being present in
* `config.widgetIds`, so a report that only includes the pipeline
* funnel runs ONE query instead of the full dashboard panel. Keeps
* cold-call latency low even when the actual port has hundreds of
* berths.
*
* Lives in its own file (not inside dashboard.service.ts) so the
* report-builder concerns — what widget ids map to what fetcher,
* which fields the PDF shape requires — stay scoped to the
* report-side surface, not the dashboard UI.
*/
import {
getKpis,
getPipelineCounts,
getBerthStatusDistribution,
getHotDeals,
getSourceConversion,
} from './dashboard.service';
import type { DashboardReportData } from '@/lib/pdf/reports/dashboard-report';
/**
* Maps widget ids the dashboard PDF understands. The id space is
* intentionally a subset of the on-screen `DASHBOARD_WIDGETS`
* registry — only widgets that have a sensible printable form
* appear here. The dialog's widget picker filters its option list
* by this set.
*/
export const PDF_DASHBOARD_WIDGET_IDS = [
'kpi_overview',
'pipeline_funnel',
'berth_status',
'source_conversion',
'hot_deals',
] as const;
export type PdfDashboardWidgetId = (typeof PDF_DASHBOARD_WIDGET_IDS)[number];
export interface PdfDashboardWidgetOption {
id: PdfDashboardWidgetId;
label: string;
description: string;
}
/**
* Public widget list (label + description) for the export dialog.
* Mirrored from the on-screen widget-registry but with PDF-friendly
* copy: a "Berth heat" chart is "Berth demand ranking" in print.
*/
export const PDF_DASHBOARD_WIDGETS: readonly PdfDashboardWidgetOption[] = [
{
id: 'kpi_overview',
label: 'Key metrics',
description: 'Total clients, active interests, pipeline value, occupancy %.',
},
{
id: 'pipeline_funnel',
label: 'Pipeline funnel',
description: 'Active interests grouped by pipeline stage.',
},
{
id: 'berth_status',
label: 'Berth status distribution',
description: 'Available / under offer / reserved / sold counts.',
},
{
id: 'source_conversion',
label: 'Source conversion',
description: 'Inquiries → Clients → Interests → Won, by lead source.',
},
{
id: 'hot_deals',
label: 'Hot deals',
description: 'Top 5 active interests by deal-health score.',
},
];
export async function resolveDashboardReportData(
portId: string,
widgetIds: string[],
): Promise<DashboardReportData> {
const want = new Set(widgetIds);
// Each fetcher returns its own shape; default to undefined to
// signal "don't render this section" downstream.
const data: DashboardReportData = {};
if (want.has('kpi_overview')) {
data.kpis = await getKpis(portId);
}
if (want.has('pipeline_funnel')) {
data.pipelineCounts = await getPipelineCounts(portId);
}
if (want.has('berth_status')) {
const dist = await getBerthStatusDistribution(portId);
// `dist` shape from the service is already the totals dict; pass
// straight through. If the service changes shape, the type-check
// here will trip.
data.berthStatus = dist;
}
if (want.has('source_conversion')) {
data.sourceConversion = await getSourceConversion(portId);
}
if (want.has('hot_deals')) {
const deals = await getHotDeals(portId, 5);
data.hotDeals = deals.map((d) => ({
id: d.id,
clientName: d.clientName,
mooringNumber: d.mooringNumber,
stage: d.stage,
lastContact: d.lastContact,
}));
}
return data;
}