@genesislcap/pbc-reporting-ui 14.386.1 → 14.387.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -1 +1 @@
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- {"version":3,"file":"config-journey-orchestrator.template.d.ts","sourceRoot":"","sources":["../../../../../src/new/main/edit-config/config-journey-orchestrator.template.ts"],"names":[],"mappings":"AASA,OAAO,KAAK,EAAE,yBAAyB,EAAE,MAAM,+BAA+B,CAAC;AAyB/E,eAAO,MAAM,QAAQ,gFAkHpB,CAAC"}
1
+ {"version":3,"file":"config-journey-orchestrator.template.d.ts","sourceRoot":"","sources":["../../../../../src/new/main/edit-config/config-journey-orchestrator.template.ts"],"names":[],"mappings":"AASA,OAAO,KAAK,EAAE,yBAAyB,EAAE,MAAM,+BAA+B,CAAC;AAyB/E,eAAO,MAAM,QAAQ,gFAmHpB,CAAC"}
@@ -3,5 +3,6 @@ import { GenesisElement } from '@genesislcap/web-core';
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  export declare class RowFiltersTutorial extends GenesisElement {
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  exampleModal: Modal;
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  exampleRuleBuilder: RapidRuleExpressionBuilder;
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+ exampleRuleBuilderDate: RapidRuleExpressionBuilder;
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  }
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  //# sourceMappingURL=row-filters-tutorial.d.ts.map
@@ -1 +1 @@
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- {"version":3,"file":"row-filters-tutorial.d.ts","sourceRoot":"","sources":["../../../../../../src/new/main/edit-config/row-filters/row-filters-tutorial.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,0BAA0B,EAAE,MAAM,kCAAkC,CAAC;AACrF,OAAO,EAAiB,cAAc,EAAc,MAAM,uBAAuB,CAAC;AAIlF,qBAKa,kBAAmB,SAAQ,cAAc;IACxC,YAAY,EAAE,KAAK,CAAC;IACpB,kBAAkB,EAAE,0BAA0B,CAAC;CAC5D"}
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+ {"version":3,"file":"row-filters-tutorial.d.ts","sourceRoot":"","sources":["../../../../../../src/new/main/edit-config/row-filters/row-filters-tutorial.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,0BAA0B,EAAE,MAAM,kCAAkC,CAAC;AACrF,OAAO,EAAiB,cAAc,EAAc,MAAM,uBAAuB,CAAC;AAIlF,qBAKa,kBAAmB,SAAQ,cAAc;IACxC,YAAY,EAAE,KAAK,CAAC;IACpB,kBAAkB,EAAE,0BAA0B,CAAC;IAC/C,sBAAsB,EAAE,0BAA0B,CAAC;CAChE"}
@@ -1 +1 @@
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- {"version":3,"file":"row-filters-tutorial.template.d.ts","sourceRoot":"","sources":["../../../../../../src/new/main/edit-config/row-filters/row-filters-tutorial.template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,kBAAkB,EAAE,MAAM,wBAAwB,CAAC;AAgHjE,eAAO,MAAM,QAAQ,yEAapB,CAAC"}
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+ {"version":3,"file":"row-filters-tutorial.template.d.ts","sourceRoot":"","sources":["../../../../../../src/new/main/edit-config/row-filters/row-filters-tutorial.template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,kBAAkB,EAAE,MAAM,wBAAwB,CAAC;AAmMjE,eAAO,MAAM,QAAQ,yEAepB,CAAC"}
@@ -45,6 +45,7 @@ export const template = html `
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  <rapid-stepper
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  allow-backward-jumps
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+ allow-forward-jumps
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  orientation="horizontal"
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  hide-submit-button
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  hide-step-number
@@ -10,6 +10,9 @@ __decorate([
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  __decorate([
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  observable
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  ], RowFiltersTutorial.prototype, "exampleRuleBuilder", void 0);
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+ __decorate([
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+ observable
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+ ], RowFiltersTutorial.prototype, "exampleRuleBuilderDate", void 0);
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  RowFiltersTutorial = __decorate([
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  customElement({
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  name: 'row-filters-tutorial',
@@ -23,6 +23,14 @@ const rowFiltersExampleFields = [
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  type: 'long',
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  },
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  ];
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+ const rowFiltersDateExampleFields = [
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+ {
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+ fieldId: 'TRADE_DATE',
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+ label: 'TRADE_DATE',
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+ input: 'date',
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+ type: 'date',
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+ },
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+ ];
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  const rowFiltersExampleModel = {
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  OPERATION: 'OR',
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  TYPE: 'PREDICATE_EXPRESSION',
@@ -71,38 +79,110 @@ const rowFiltersExampleModel = {
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  },
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  ],
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  };
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+ const rowFiltersDateExampleModel = {
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+ OPERATION: 'OR',
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+ TYPE: 'PREDICATE_EXPRESSION',
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+ EXPRESSIONS: [
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+ {
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+ TYPE: 'METHOD_EXPRESSION',
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+ METHOD: 'DATE_TIME_IS_IN_RANGE',
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+ PARAMETERS: [
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+ {
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+ TYPE: 'FIELD',
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+ NAME: 'TRADE_DATE',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'DAY',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'CURRENT',
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+ },
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+ ],
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+ },
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+ {
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+ TYPE: 'METHOD_EXPRESSION',
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+ METHOD: 'DATE_TIME_IS_IN_RANGE',
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+ PARAMETERS: [
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+ {
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+ TYPE: 'FIELD',
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+ NAME: 'TRADE_DATE',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'DAY',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'PREVIOUS',
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+ },
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+ ],
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+ },
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+ ],
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+ };
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  const exampleConfig = {
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  fields: rowFiltersExampleFields,
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  model: rowFiltersExampleModel,
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  };
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+ const exampleConfigDate = {
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+ fields: rowFiltersDateExampleFields,
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+ model: rowFiltersDateExampleModel,
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+ };
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  const rowFiltersExampleModal = html `
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  <rapid-modal ${ref('exampleModal')}>
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  <h3 slot="top">Row filters help</h3>
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- <p>
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- The row filters step provides you a rule builder which can create boolean logic expressions to
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- filter rows. Consider the following
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- <strong>readonly</strong>
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- example:
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- </p>
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- <rapid-rule-expression-builder
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- ${ref('exampleRuleBuilder')}
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- :ruleConfig=${(_) => exampleConfig}
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- @change=${(x) => (x.exampleRuleBuilder.ruleConfig = Object.assign({}, exampleConfig))}
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- ></rapid-rule-expression-builder>
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- <p>
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- This rule expression configures that a row
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- <strong>will</strong>
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- show in the output report if the SIDE is equal to BUY, OR if the currency is USD AND the PRICE
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- is greater than 2000.
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- </p>
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- <p>
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- If you don't want any filtering for a datasource then don't add any rules to the rule builder.
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- </p>
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- <p>
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- TIP: You can filter on rows in this step that you subsequently don't show in the output
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- report. E.g. you can filter on SIDE is BUY, but deselect the SIDE column in the column
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- visibility step.
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- </p>
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+ <rapid-tabs>
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+ <rapid-tab>Basic filters</rapid-tab>
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+ <rapid-tab>Date filters</rapid-tab>
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+ <rapid-tab-panel>
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+ <p>
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+ The row filters step provides you a rule builder which can create boolean logic
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+ expressions to filter rows. Consider the following
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+ <strong>readonly</strong>
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+ example:
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+ </p>
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+ <rapid-rule-expression-builder
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+ ${ref('exampleRuleBuilder')}
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+ :ruleConfig=${(_) => exampleConfig}
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+ @change=${(x) => (x.exampleRuleBuilder.ruleConfig = Object.assign({}, exampleConfig))}
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+ ></rapid-rule-expression-builder>
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+ <p>
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+ This rule expression configures that a row
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+ <strong>will</strong>
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+ show in the output report if the SIDE is equal to BUY, OR if the currency is USD AND the
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+ PRICE is greater than 2000.
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+ </p>
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+ <p>
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+ If you don't want any filtering for a datasource then don't add any rules to the rule
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+ builder.
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+ </p>
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+ <p>
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+ TIP: You can filter on rows in this step that you subsequently don't show in the output
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+ report. E.g. you can filter on SIDE is BUY, but deselect the SIDE column in the column
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+ visibility step.
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+ </p>
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+ </rapid-tab-panel>
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+ <rapid-tab-panel>
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+ <p>
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+ You can also filter by date relative to the runtime of the report. Consider the following
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+ <strong>readonly</strong>
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+ example:
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+ </p>
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+ <rapid-rule-expression-builder
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+ ${ref('exampleRuleBuilderDate')}
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+ :ruleConfig=${(_) => exampleConfigDate}
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+ @change=${(x) => (x.exampleRuleBuilderDate.ruleConfig = Object.assign({}, exampleConfigDate))}
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+ ></rapid-rule-expression-builder>
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+ <p>
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+ This rule expression configures that a row
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+ <strong>will</strong>
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+ show in the output report if the TRADE_DATE is today (Is current DAY), OR if the
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+ TRADE_DATE was yesterday (Is previous DAY).
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+ </p>
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+ <p>When using relative date filters, you can select from DAY, WEEK, MONTH or YEAR.</p>
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+ </rapid-tab-panel>
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+ </rapid-tabs>
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  </rapid-modal>
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  `;
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  export const template = html `
@@ -113,9 +193,11 @@ export const template = html `
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  <p>
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  In this step, configure a logical expression to filter the data source rows to include in
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  your report. Where multiple data sources are configured for this report, use the tabs to
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- select and configure each data source.
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+ select and configure each data source. Hover over the operators to see tooltips.
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  </p>
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- <rapid-button @click=${(x) => x.exampleModal.show()}>More info</rapid-button>
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+ <rapid-button @click=${(x) => x.exampleModal.show()} appearance="primary">
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+ More info
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+ </rapid-button>
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  </div>
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  </template>
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  `;
package/package.json CHANGED
@@ -1,7 +1,7 @@
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  {
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  "name": "@genesislcap/pbc-reporting-ui",
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  "description": "Genesis PBC Reporting UI",
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- "version": "14.386.1",
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+ "version": "14.387.1",
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  "license": "SEE LICENSE IN license.txt",
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  "main": "dist/esm/index.js",
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  "types": "dist/dts/index.d.ts",
@@ -104,21 +104,21 @@
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  "@ag-grid-community/core": "29.2.0"
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  },
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  "dependencies": {
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- "@genesislcap/foundation-comms": "14.386.1",
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- "@genesislcap/foundation-entity-management": "14.386.1",
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- "@genesislcap/foundation-events": "14.386.1",
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- "@genesislcap/foundation-forms": "14.386.1",
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- "@genesislcap/foundation-logger": "14.386.1",
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- "@genesislcap/foundation-notifications": "14.386.1",
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- "@genesislcap/foundation-ui": "14.386.1",
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- "@genesislcap/foundation-user": "14.386.1",
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- "@genesislcap/foundation-utils": "14.386.1",
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- "@genesislcap/foundation-zero": "14.386.1",
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- "@genesislcap/foundation-zero-grid-pro": "14.386.1",
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- "@genesislcap/grid-pro": "14.386.1",
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- "@genesislcap/rapid-design-system": "14.386.1",
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- "@genesislcap/rapid-grid-pro": "14.386.1",
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- "@genesislcap/web-core": "14.386.1",
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+ "@genesislcap/foundation-comms": "14.387.1",
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+ "@genesislcap/foundation-entity-management": "14.387.1",
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+ "@genesislcap/foundation-events": "14.387.1",
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+ "@genesislcap/foundation-forms": "14.387.1",
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+ "@genesislcap/foundation-logger": "14.387.1",
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+ "@genesislcap/foundation-notifications": "14.387.1",
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+ "@genesislcap/foundation-ui": "14.387.1",
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+ "@genesislcap/foundation-user": "14.387.1",
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+ "@genesislcap/foundation-utils": "14.387.1",
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+ "@genesislcap/foundation-zero": "14.387.1",
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+ "@genesislcap/foundation-zero-grid-pro": "14.387.1",
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+ "@genesislcap/grid-pro": "14.387.1",
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+ "@genesislcap/rapid-design-system": "14.387.1",
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+ "@genesislcap/rapid-grid-pro": "14.387.1",
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+ "@genesislcap/web-core": "14.387.1",
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  "@reduxjs/toolkit": "^2.2.5",
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  "@types/node": "^22.10.2",
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  "change-case": "^5.4.3",
@@ -127,11 +127,11 @@
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  "devDependencies": {
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  "@genesiscommunitysuccess/cep-fast-plugin": "^5.0.3",
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  "@genesiscommunitysuccess/custom-elements-lsp": "^5.0.3",
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- "@genesislcap/eslint-config": "14.386.1",
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- "@genesislcap/foundation-testing": "14.386.1",
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- "@genesislcap/genx": "14.386.1",
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- "@genesislcap/prettier-config": "14.386.1",
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- "@genesislcap/stylelint-config": "14.386.1",
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+ "@genesislcap/eslint-config": "14.387.1",
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+ "@genesislcap/foundation-testing": "14.387.1",
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+ "@genesislcap/genx": "14.387.1",
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+ "@genesislcap/prettier-config": "14.387.1",
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+ "@genesislcap/stylelint-config": "14.387.1",
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  "@types/json-schema": "^7.0.11",
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  "playwright-lighthouse": "^4.0.0",
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  "rimraf": "^5.0.0"
@@ -140,5 +140,5 @@
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  "access": "public"
141
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  },
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  "customElements": "dist/custom-elements.json",
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- "gitHead": "64f3112ad5703fc7b72e253e30bd78cce50c4a60"
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+ "gitHead": "754f423962e6ff9eec79df7c3cab4df32bcbbeef"
144
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  }
@@ -55,6 +55,7 @@ export const template = html<ConfigJourneyOrchestrator>`
55
55
 
56
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  <rapid-stepper
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  allow-backward-jumps
58
+ allow-forward-jumps
58
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  orientation="horizontal"
59
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  hide-submit-button
60
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  hide-step-number
@@ -27,6 +27,15 @@ const rowFiltersExampleFields: ExpressionBuilderTypes.Field[] = [
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27
  },
28
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  ];
29
29
 
30
+ const rowFiltersDateExampleFields: ExpressionBuilderTypes.Field[] = [
31
+ {
32
+ fieldId: 'TRADE_DATE',
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+ label: 'TRADE_DATE',
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+ input: 'date',
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+ type: 'date',
36
+ },
37
+ ];
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+
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  const rowFiltersExampleModel: RuleExpression.Expression['PredicateExpression'] = {
31
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  OPERATION: 'OR',
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41
  TYPE: 'PREDICATE_EXPRESSION',
@@ -76,39 +85,113 @@ const rowFiltersExampleModel: RuleExpression.Expression['PredicateExpression'] =
76
85
  ],
77
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  };
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+ const rowFiltersDateExampleModel: RuleExpression.Expression['PredicateExpression'] = {
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+ OPERATION: 'OR',
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+ TYPE: 'PREDICATE_EXPRESSION',
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+ EXPRESSIONS: [
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+ {
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+ TYPE: 'METHOD_EXPRESSION',
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+ METHOD: 'DATE_TIME_IS_IN_RANGE',
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+ PARAMETERS: [
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+ {
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+ TYPE: 'FIELD',
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+ NAME: 'TRADE_DATE',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'DAY',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'CURRENT',
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+ },
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+ ],
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+ },
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+ {
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+ TYPE: 'METHOD_EXPRESSION',
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+ METHOD: 'DATE_TIME_IS_IN_RANGE',
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+ PARAMETERS: [
114
+ {
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+ TYPE: 'FIELD',
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+ NAME: 'TRADE_DATE',
117
+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'DAY',
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+ },
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+ {
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+ TYPE: 'STRING',
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+ VALUE: 'PREVIOUS',
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+ },
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+ ],
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+ },
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+ ],
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+ };
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+
79
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  const exampleConfig: ExpressionBuilderTypes.RuleConfig = {
80
132
  fields: rowFiltersExampleFields,
81
133
  model: rowFiltersExampleModel,
82
134
  };
83
135
 
136
+ const exampleConfigDate: ExpressionBuilderTypes.RuleConfig = {
137
+ fields: rowFiltersDateExampleFields,
138
+ model: rowFiltersDateExampleModel,
139
+ };
140
+
84
141
  const rowFiltersExampleModal = html<RowFiltersTutorial>`
85
142
  <rapid-modal ${ref('exampleModal')}>
86
143
  <h3 slot="top">Row filters help</h3>
87
- <p>
88
- The row filters step provides you a rule builder which can create boolean logic expressions to
89
- filter rows. Consider the following
90
- <strong>readonly</strong>
91
- example:
92
- </p>
93
- <rapid-rule-expression-builder
94
- ${ref('exampleRuleBuilder')}
95
- :ruleConfig=${(_) => exampleConfig}
96
- @change=${(x) => (x.exampleRuleBuilder.ruleConfig = { ...exampleConfig })}
97
- ></rapid-rule-expression-builder>
98
- <p>
99
- This rule expression configures that a row
100
- <strong>will</strong>
101
- show in the output report if the SIDE is equal to BUY, OR if the currency is USD AND the PRICE
102
- is greater than 2000.
103
- </p>
104
- <p>
105
- If you don't want any filtering for a datasource then don't add any rules to the rule builder.
106
- </p>
107
- <p>
108
- TIP: You can filter on rows in this step that you subsequently don't show in the output
109
- report. E.g. you can filter on SIDE is BUY, but deselect the SIDE column in the column
110
- visibility step.
111
- </p>
144
+ <rapid-tabs>
145
+ <rapid-tab>Basic filters</rapid-tab>
146
+ <rapid-tab>Date filters</rapid-tab>
147
+ <rapid-tab-panel>
148
+ <p>
149
+ The row filters step provides you a rule builder which can create boolean logic
150
+ expressions to filter rows. Consider the following
151
+ <strong>readonly</strong>
152
+ example:
153
+ </p>
154
+ <rapid-rule-expression-builder
155
+ ${ref('exampleRuleBuilder')}
156
+ :ruleConfig=${(_) => exampleConfig}
157
+ @change=${(x) => (x.exampleRuleBuilder.ruleConfig = { ...exampleConfig })}
158
+ ></rapid-rule-expression-builder>
159
+ <p>
160
+ This rule expression configures that a row
161
+ <strong>will</strong>
162
+ show in the output report if the SIDE is equal to BUY, OR if the currency is USD AND the
163
+ PRICE is greater than 2000.
164
+ </p>
165
+ <p>
166
+ If you don't want any filtering for a datasource then don't add any rules to the rule
167
+ builder.
168
+ </p>
169
+ <p>
170
+ TIP: You can filter on rows in this step that you subsequently don't show in the output
171
+ report. E.g. you can filter on SIDE is BUY, but deselect the SIDE column in the column
172
+ visibility step.
173
+ </p>
174
+ </rapid-tab-panel>
175
+ <rapid-tab-panel>
176
+ <p>
177
+ You can also filter by date relative to the runtime of the report. Consider the following
178
+ <strong>readonly</strong>
179
+ example:
180
+ </p>
181
+ <rapid-rule-expression-builder
182
+ ${ref('exampleRuleBuilderDate')}
183
+ :ruleConfig=${(_) => exampleConfigDate}
184
+ @change=${(x) => (x.exampleRuleBuilderDate.ruleConfig = { ...exampleConfigDate })}
185
+ ></rapid-rule-expression-builder>
186
+ <p>
187
+ This rule expression configures that a row
188
+ <strong>will</strong>
189
+ show in the output report if the TRADE_DATE is today (Is current DAY), OR if the
190
+ TRADE_DATE was yesterday (Is previous DAY).
191
+ </p>
192
+ <p>When using relative date filters, you can select from DAY, WEEK, MONTH or YEAR.</p>
193
+ </rapid-tab-panel>
194
+ </rapid-tabs>
112
195
  </rapid-modal>
113
196
  `;
114
197
 
@@ -120,9 +203,11 @@ export const template = html<RowFiltersTutorial>`
120
203
  <p>
121
204
  In this step, configure a logical expression to filter the data source rows to include in
122
205
  your report. Where multiple data sources are configured for this report, use the tabs to
123
- select and configure each data source.
206
+ select and configure each data source. Hover over the operators to see tooltips.
124
207
  </p>
125
- <rapid-button @click=${(x) => x.exampleModal.show()}>More info</rapid-button>
208
+ <rapid-button @click=${(x) => x.exampleModal.show()} appearance="primary">
209
+ More info
210
+ </rapid-button>
126
211
  </div>
127
212
  </template>
128
213
  `;
@@ -11,4 +11,5 @@ import { template } from './row-filters-tutorial.template';
11
11
  export class RowFiltersTutorial extends GenesisElement {
12
12
  @observable exampleModal: Modal;
13
13
  @observable exampleRuleBuilder: RapidRuleExpressionBuilder;
14
+ @observable exampleRuleBuilderDate: RapidRuleExpressionBuilder;
14
15
  }