Files
pn-new-crm/src/lib/pdf/templates/reports/revenue-report.tsx
Matt 6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.

Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
  three doc-status columns, two documenso-id columns, and
  date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
  interest_qualifications (per-interest state), payments (deposit /
  balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
  the new stage + doc-status + outcome shape.

Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).

v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
       the contact-log compose dialog (useVoiceTranscription hook).
- C:   berth-rules-engine wraps state writes in pg_advisory_xact_lock
       with an idempotent re-read; emits rule_evaluated audit traces.
- D:   Documenso webhook: reservation/contract sub-status stamping
       moved out of the PDF-download try-block so a download failure
       no longer swallows the stamp. New integration test coverage.
- E:   /admin/qualification-criteria CRUD page + admin component.
- F:   default_new_interest_owner exposed in System Settings.
- G:   recentActivityCount + active_engagement deal-pulse signal
       surfaced as a chip on interests + hot-deals card.
- H:   interest_assigned notification on assignedTo change (skips
       self-assign, uses a dedupe key).

Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.

Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00

100 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 = [
'enquiry',
'qualified',
'nurturing',
'eoi',
'reservation',
'deposit_paid',
'contract',
];
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>
);
}