Files
pn-new-crm/src/lib/pdf/templates/reports/revenue-report.tsx
Matt 90fbb66709 feat(reports): migrate 4 reports from pdfme to react-pdf
Phase 1 / commits 3-6 of 14 — bundled because every report follows the
same conversion pattern (coordinate-stuffed pdfme template -> JSX brand
kit). Each report now has a real header (logo + port name), structured
KeyValueGrid for summary stats, a chart (BarChart / FunnelChart / PieChart
/ LineChart-ready), and a DataTable for detail rows.

Templates:
  activity-report.tsx   bar chart of events-per-day, summary KPIs, top
                        actions table, recent-events table (50 rows)
  revenue-report.tsx    bar chart of revenue per stage, breakdown table
                        with totals row, currency-aware formatting
  pipeline-report.tsx   funnel chart of interests per stage, top interests
                        table, win rate / cycle KPIs
  occupancy-report.tsx  donut pie of berth status mix, status breakdown
                        table with percentages, occupancy rate KPI

reports.service.tsx (renamed .ts -> .tsx for JSX):
  - swap REPORT_TYPE_MAP `template`/`buildInputs` for a single `render`
    function returning a typed react-pdf element
  - inject port logo via resolvePortLogo() and pass through to every
    template through a ReportContext object
  - keep the existing job queue / storage / file-row / socket-emit
    flow intact — only the inner PDF-bytes generation changed

Old pdfme files deleted (4 templates). buildStoragePath / files-table
insert / notifications / status updates all unchanged.

Tests:
  tests/unit/report-templates.test.tsx (5 tests): each report renders
  to valid PDF bytes given a representative seed-style fixture; empty
  data path doesn't throw.

1313/1313 vitest green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 20:55:07 +02:00

102 lines
2.7 KiB
TypeScript

import {
BarChart,
DataTable,
DocumentShell,
KeyValueGrid,
Section,
type BarDatum,
} from '@/lib/pdf/brand-kit';
import { stageLabel } from '@/lib/constants';
import type { RevenueData } from '@/lib/services/report-generators';
export interface RevenueReportPdfProps {
portName: string;
logoBuffer: Buffer | null;
data: RevenueData;
dateFrom?: string;
dateTo?: string;
currency?: string;
}
const STAGE_ORDER = [
'open',
'details_sent',
'in_communication',
'eoi_sent',
'eoi_signed',
'deposit_10pct',
'contract_sent',
'contract_signed',
'completed',
];
function fmtAmount(n: number, currency: string): string {
return `${currency} ${n.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
}
export function RevenueReportPdf({
portName,
logoBuffer,
data,
dateFrom,
dateTo,
currency = 'USD',
}: RevenueReportPdfProps) {
const stages = [
...STAGE_ORDER.filter((s) => data.stageRevenue[s] !== undefined),
...Object.keys(data.stageRevenue).filter((s) => !STAGE_ORDER.includes(s)),
];
const rows = stages.map((stage) => ({
stage,
amount: Number(data.stageRevenue[stage] ?? 0),
}));
const chartData: BarDatum[] = rows.map((r) => ({ label: stageLabel(r.stage), value: r.amount }));
const total = Number(data.totalCompleted);
const subtotal = rows.reduce((s, r) => s + r.amount, 0);
const meta = dateFrom || dateTo ? `Range: ${dateFrom ?? '—'}${dateTo ?? 'today'}` : 'All time';
return (
<DocumentShell
portName={portName}
docTitle="Revenue Report"
docMeta={meta}
logoBuffer={logoBuffer}
>
<Section title="Summary">
<KeyValueGrid
rows={[
{ label: 'Total completed', value: fmtAmount(total, currency) },
{ label: 'Pipeline value (open)', value: fmtAmount(subtotal - total, currency) },
{ label: 'Total stages', value: rows.length },
{ label: 'Currency', value: currency },
]}
/>
</Section>
<Section
title="Revenue by stage"
subtitle="Sum of expected berth value at each pipeline stage."
>
<BarChart data={chartData} height={220} showValues />
</Section>
<Section title="Breakdown">
<DataTable<{ stage: string; amount: number }>
columns={[
{ header: 'Stage', flex: 3, render: (r) => stageLabel(r.stage) },
{
header: 'Amount',
flex: 2,
align: 'right',
render: (r) => fmtAmount(r.amount, currency),
},
]}
rows={rows}
totals={['Total', fmtAmount(subtotal, currency)]}
emptyMessage="No revenue data."
/>
</Section>
</DocumentShell>
);
}