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3bdf59e917
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feat(reports-overhaul): sales + operational + custom reports, templates, schedules, exports
End-to-end reports build covering Phases 1, 2, 5, 6, 7 of Initiative 1
in docs/launch-readiness.md. Phases 3 (Marketing) + 4 (Financial)
remain deferred per the gap audit at the bottom of that doc.
Highlights:
- Sales performance report: 7 KPI tiles, pipeline funnel + stage
velocity + win-rate-over-time + source conversion + rep leaderboard
charts, deal-heat section, 5 detail tables, stage / lead-cat /
outcome filters.
- Operational report: 7 KPIs, 7 charts (heatmap, status mix, tenancy
churn, tenure histogram, signing box plot, occupancy by area, docs
in pipeline), 4 tables. Module-OFF banner when tenancies disabled.
- Custom (ad-hoc) builder v1: 4 entities (clients, interests, berths,
tenancies), column-whitelist composer, date filter, CSV download,
save-as-template. Registry-only extension path for the remaining 6
entities documented at src/lib/reports/custom/registry.ts.
- Templates: load / modify / save / save-as on Sales / Operational /
Custom. ?templateId= URL deep-link hydration via useRef guard.
Active-template badge clears when the user drives view-state via
wrapped setters; raw setters used on template apply so the badge
survives.
- Scheduled runs: BullMQ poll fires due schedules, mints report_runs,
renders, optionally emails. Recipients optional (zero-recipient
schedules archive without sending). PDF-only output for v1.
Schedule dialog re-mounts via key prop on schedule.id transitions
to avoid setState-in-effect reset patterns.
- Server-side PDF endpoint + shared payload renderer
(lib/pdf/reports/payload-report.tsx) so client + scheduler share
one rendering path.
- Shared currency formatter (lib/reports/format-currency.ts)
consolidates 5 duplicated formatMoney helpers; fixes hardcoded
'USD' in detail tables; pre-formats money rows so PDF export
(which strips column.format callbacks at the JSON boundary)
renders consistently with CSV / XLSX.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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2026-05-27 22:41:53 +02:00 |
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