Matt
3bdf59e917
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>
87 lines
2.9 KiB
TypeScript
87 lines
2.9 KiB
TypeScript
import type { ExportResult, ReportPayload } from '@/lib/reports/types';
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/**
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* PDF export. Unlike CSV + Excel (which can serialise in the browser),
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* PDF generation runs server-side via `@react-pdf/renderer` so the
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* client posts the payload to `/api/v1/reports/export-pdf` and receives
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* the rendered bytes back.
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*
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* The server resolves the active port's branding (logo + primary
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* color + name) so per-port theming flows through automatically — the
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* client doesn't need to send branding fields.
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*/
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interface PdfExportOptions {
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/** Filename override mirroring the CSV / Excel exporters. */
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filenameOverride?: string;
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}
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export async function exportReportAsPdf(
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payload: ReportPayload,
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options: PdfExportOptions = {},
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): Promise<ExportResult> {
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// Serialise dates to ISO so they survive the JSON trip.
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const wireBody = {
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title: payload.title,
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description: payload.description,
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filenameSlug: payload.filenameSlug,
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range: {
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from: payload.range.from.toISOString(),
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to: payload.range.to.toISOString(),
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},
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kpis: payload.kpis,
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sections: payload.sections.map((s) => ({
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title: s.title,
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columns: s.columns.map((c) => ({
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key: c.key,
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label: c.label,
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align: c.align,
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// `format` is a function and isn't serialisable; the server
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// falls back to plain stringification, which matches the CSV
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// exporter's default behaviour when no format is set.
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})),
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// Apply client-side format functions BEFORE serialising so the
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// server sees pre-formatted strings. This preserves money /
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// percentage / date formatting that the original ReportPayload
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// declared.
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rows: s.rows.map((row) => {
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const out: Record<string, unknown> = {};
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for (const col of s.columns) {
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out[col.key] = col.format ? col.format(row[col.key]) : row[col.key];
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}
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return out;
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}),
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})),
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filenameOverride: options.filenameOverride,
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};
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const res = await fetch('/api/v1/reports/export-pdf', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(wireBody),
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credentials: 'include',
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});
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if (!res.ok) {
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const text = await res.text().catch(() => '');
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throw new Error(text || `PDF generation failed (${res.status})`);
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}
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const blob = await res.blob();
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const cdHeader = res.headers.get('content-disposition') ?? '';
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const match = cdHeader.match(/filename="([^"]+)"/);
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const filename = match?.[1] ?? options.filenameOverride ?? defaultPdfFilename(payload);
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return {
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filename,
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mimeType: 'application/pdf',
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body: blob,
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};
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}
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export function defaultPdfFilename(payload: ReportPayload): string {
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const fromIso = payload.range.from.toISOString().slice(0, 10);
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const toIso = payload.range.to.toISOString().slice(0, 10);
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return `${payload.filenameSlug}-${fromIso}_${toIso}.pdf`;
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}
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