@happyvertical/smrt-reports 0.57.6 → 0.57.8

package/dist/svelte/SavedReports.svelte

@@ -1,39 +1,104 @@
 <script lang="ts">
-import { Checkbox } from '@happyvertical/smrt-ui/forms';
+/**
+ * Saved reports as a grid of cards, each run for its headline figure. `page`
+ * is the Saved reports page (its heading, "New report", whose and archived
+ * filters); `section` is the Reports section page's widget (a hint, "New
+ * report", "View all"). "New report" asks the page's assistant (smrt-ui
+ * `requestAssistant`); with none on the page it says where to ask.
+ */
+import { requestAssistant } from '@happyvertical/smrt-ui/chat';
+import { ConfirmDialog } from '@happyvertical/smrt-ui/feedback';
+import { SegmentedControl, Switch } from '@happyvertical/smrt-ui/forms';
 import { useI18n } from '@happyvertical/smrt-ui/i18n';
-import { Button } from '@happyvertical/smrt-ui/ui';
+import { EmptyState } from '@happyvertical/smrt-ui/layout';
+import { Button, Skeleton } from '@happyvertical/smrt-ui/ui';
 import { untrack } from 'svelte';
+import type { ReportSourceInfo } from './describe.js';
 import { M } from './messages.js';
-import { reportError } from './result.js';
-import type { RuntimeReportsClient, SavedRuntimeReport } from './types.js';
+import { reportError, validReportResult } from './result.js';
+import SavedReportCard from './SavedReportCard.svelte';
+import type {
+  RuntimeReportResult,
+  RuntimeReportsClient,
+  SavedRuntimeReport,
+} from './types.js';
 
 export interface Props {
   client?: RuntimeReportsClient;
   reportHref?: (id: string) => string;
   /** Host-owned identity projection; report transport never expands users. */
   authorLabel?: (userId: string) => string | undefined;
+  /** The report sources by label and fields (`reports.runtime.sources`). */
+  sources?: readonly ReportSourceInfo[];
+  /** `page` (default) or `section`, the Reports section page's widget. */
+  variant?: 'page' | 'section';
+  /** Most cards shown (and run); the section shows its first few. */
+  limit?: number;
+  /** The Saved reports page, for the section's "View all". */
+  listHref?: string;
+  /** Replace "New report" asking the page's assistant. */
+  onnewreport?: () => void;
+  locale?: string;
+  currency?: string;
 }
 let {
   client,
   reportHref = (id) => `/reports/${encodeURIComponent(id)}`,
-  authorLabel = (id) => id,
+  authorLabel = () => undefined,
+  sources = [],
+  variant = 'page',
+  limit = variant === 'section' ? 6 : 48,
+  listHref,
+  onnewreport,
+  locale = 'en',
+  currency = 'USD',
 }: Props = $props();
 const { t } = useI18n();
-let onlyMine = $state(false);
+let whose = $state<'all' | 'mine'>('all');
 let includeArchived = $state(false);
 let rows = $state<SavedRuntimeReport[]>([]);
+let total = $state(0);
+let results = $state<Record<string, RuntimeReportResult | null>>({});
 let loading = $state(false);
 let error = $state<ReturnType<typeof reportError> | null>(null);
 let refresh = $state(0);
 let pending = $state<string | null>(null);
+let confirming = $state<SavedRuntimeReport | null>(null);
+let askNote = $state(false);
 let epoch = 0;
 
+/** Run the shown reports a few at a time, for their cards' figures. */
+async function runAll(
+  transport: RuntimeReportsClient,
+  reports: SavedRuntimeReport[],
+  current: number,
+) {
+  const queue = reports.filter((r) => r.status === 'active');
+  const worker = async () => {
+    for (let next = queue.shift(); next; next = queue.shift()) {
+      const id = next.id;
+      let value: RuntimeReportResult | null = null;
+      try {
+        const ran = await transport.run(id);
+        value = validReportResult(ran) ? ran : null;
+      } catch {
+        value = null;
+      }
+      if (current !== epoch) return;
+      results = { ...results, [id]: value };
+    }
+  };
+  await Promise.all([worker(), worker(), worker()]);
+}
+
 $effect(() => {
   const transport = client;
-  const options = { onlyMine, includeArchived };
+  const options = { onlyMine: whose === 'mine', includeArchived };
+  const max = limit;
   refresh;
   const current = ++epoch;
   rows = [];
+  results = {};
   error = null;
   pending = null;
   loading = !!transport;
@@ -41,7 +106,10 @@ $effect(() => {
     void transport
       .list(options)
       .then((value) => {
-        if (current === epoch) rows = value;
+        if (current !== epoch) return;
+        total = value.length;
+        rows = value.slice(0, max);
+        void runAll(transport, rows, current);
       })
       .catch((e) => {
         if (current === epoch) error = reportError(e);
@@ -55,60 +123,165 @@ $effect(() => {
   };
 });
 
-async function archive(report: SavedRuntimeReport) {
+async function setArchived(report: SavedRuntimeReport, archived: boolean) {
   if (!client || pending || !report.canArchive) return;
   const current = epoch;
   pending = report.id;
   error = null;
   try {
-    await client.archive(report.id, report.status !== 'archived');
+    await client.archive(report.id, archived);
     if (current === epoch) refresh = untrack(() => refresh) + 1;
   } catch (e) {
     if (current === epoch) error = reportError(e);
   } finally {
     if (current === epoch) pending = null;
+    confirming = null;
   }
 }
+
+function actionsFor(report: SavedRuntimeReport) {
+  if (!report.canArchive) return [];
+  return report.status === 'archived'
+    ? [
+        {
+          id: 'restore',
+          label: t(M['reports.restore']),
+          disabled: pending !== null,
+          onselect: () => void setArchived(report, false),
+        },
+      ]
+    : [
+        {
+          id: 'archive',
+          label: t(M['reports.archive']),
+          disabled: pending !== null,
+          onselect: () => {
+            confirming = report;
+          },
+        },
+      ];
+}
+
+let root = $state<HTMLElement | null>(null);
+function newReport() {
+  if (onnewreport) {
+    onnewreport();
+    return;
+  }
+  askNote = !(
+    root && requestAssistant(root, { prompt: t(M['reports.new_prompt']) })
+  );
+}
+const sourceOf = (id: string) => sources.find((s) => s.id === id);
+const headingLevel = $derived(variant === 'page' ? 2 : 3);
 </script>
 
-<section data-smrt-component="SavedReports" aria-label={t(M['reports.title'])}>
-  <h1>{t(M['reports.title'])}</h1>
+<section
+  bind:this={root}
+  class="saved-reports"
+  data-smrt-component="SavedReports"
+  data-variant={variant}
+  aria-label={t(M['reports.title'])}
+>
+  {#if variant === 'page'}
+    <header class="saved-reports__head">
+      <h1 class="saved-reports__title">{t(M['reports.title'])}</h1>
+      {#if client}<Button variant="primary" onclick={newReport}>{t(M['reports.new'])}</Button>{/if}
+    </header>
+  {/if}
   {#if !client}
-    <p>{t(M['reports.unavailable'])}</p>
+    <p class="saved-reports__note">{t(M['reports.unavailable'])}</p>
   {:else}
-    <div data-smrt-part="filters">
-      <Checkbox bind:checked={onlyMine} label={t(M['reports.only_mine'])} />
-      <Checkbox bind:checked={includeArchived} label={t(M['reports.archived'])} />
-    </div>
-    {#if error}<p role="alert">{t(M[error])}</p><Button onclick={() => refresh++}>{t(M['reports.retry'])}</Button>{/if}
+    {#if variant === 'page'}
+      <div class="saved-reports__toolbar">
+        <SegmentedControl
+          label={t(M['reports.filter_label'])}
+          options={[
+            { value: 'all', label: t(M['reports.filter_all']) },
+            { value: 'mine', label: t(M['reports.filter_mine']) },
+          ]}
+          value={whose}
+          onvaluechange={(value) => (whose = value === 'mine' ? 'mine' : 'all')}
+        />
+        <Switch bind:checked={includeArchived} label={t(M['reports.archived'])} size="sm" />
+      </div>
+    {:else if rows.length > 0}
+      <div class="saved-reports__toolbar">
+        <p class="saved-reports__hint">{t(M['reports.hint'])}</p>
+        <div class="saved-reports__actions">
+          {#if listHref && total > rows.length}<Button variant="ghost" size="sm" href={listHref}>{t(M['reports.view_all'])}</Button>{/if}
+          <Button variant="primary" size="sm" onclick={newReport}>{t(M['reports.new'])}</Button>
+        </div>
+      </div>
+    {/if}
+    {#if askNote}<p class="saved-reports__note" role="status">{t(M['reports.ask_where'])}</p>{/if}
+    {#if error}
+      <div class="saved-reports__error">
+        <p role="alert">{t(M[error])}</p>
+        <Button variant="secondary" size="sm" onclick={() => refresh++}>{t(M['reports.retry'])}</Button>
+      </div>
+    {/if}
     {#if loading}
-      <p role="status">{t(M['reports.loading'])}</p>
+      <ul class="saved-reports__grid" aria-busy="true" aria-label={t(M['reports.loading'])}>
+        {#each [0, 1, 2] as index (index)}
+          <li class="saved-reports__placeholder"><Skeleton variant="text" lines={4} /></li>
+        {/each}
+      </ul>
     {:else if rows.length === 0 && !error}
-      <p>{t(M['reports.empty'])}</p>
-    {:else}
-      <ul>
+      <EmptyState
+        title={t(M['reports.empty_title'])}
+        description={t(M['reports.empty'])}
+        icon="document"
+        actionLabel={t(M['reports.new'])}
+        onaction={newReport}
+        size={variant === 'page' ? 'md' : 'sm'}
+      />
+    {:else if rows.length > 0}
+      <ul class="saved-reports__grid">
         {#each rows as report (report.id)}
           <li>
-            <h2><a href={reportHref(report.id)}>{report.title}</a></h2>
-            <dl>
-              <dt>{t(M['reports.source'])}</dt><dd>{report.sourceId}</dd>
-              <dt>{t(M['reports.author'])}</dt><dd>{authorLabel(report.createdByUserId) ?? report.createdByUserId}</dd>
-            </dl>
-            <p>{report.lastRunAt ? t(M['reports.last_run'], { time: report.lastRunAt }) : t(M['reports.never_run'])}</p>
-            {#if report.canArchive}<Button disabled={pending !== null} onclick={() => archive(report)}>{t(M[report.status === 'archived' ? 'reports.unarchive' : 'reports.archive'])}</Button>{/if}
+            <SavedReportCard
+              {report}
+              href={reportHref(report.id)}
+              result={report.status === 'archived' ? null : results[report.id]}
+              source={sourceOf(report.sourceId)}
+              actions={actionsFor(report)}
+              author={authorLabel(report.createdByUserId)}
+              {headingLevel}
+              {locale}
+              {currency}
+            />
           </li>
         {/each}
       </ul>
     {/if}
   {/if}
+  <ConfirmDialog
+    open={confirming !== null}
+    title={t(M['reports.archive_confirm_title'], { title: confirming?.title ?? '' })}
+    message={t(M['reports.archive_confirm'])}
+    confirmLabel={t(M['reports.archive'])}
+    cancelLabel={t(M['reports.cancel'])}
+    loading={pending !== null}
+    onconfirm={() => confirming && void setArchived(confirming, true)}
+    oncancel={() => (confirming = null)}
+  />
 </section>
 
 <style>
 @layer smrt.reset, smrt.structure, smrt.theme;
 @layer smrt.theme {
-  [data-smrt-part='filters'] { display: flex; flex-wrap: wrap; gap: var(--smrt-spacing-3); }
-  ul { display: grid; gap: var(--smrt-spacing-4); padding: 0; list-style: none; }
-  li { padding: var(--smrt-spacing-4); border: var(--smrt-hairline); border-radius: var(--smrt-radius-medium); }
-  dl { display: grid; grid-template-columns: auto 1fr; gap: var(--smrt-spacing-2); }
+  .saved-reports { display: grid; gap: var(--smrt-spacing-4); min-inline-size: 0; container-type: inline-size; }
+  .saved-reports[data-variant='section'] { gap: var(--smrt-spacing-3); }
+  .saved-reports__head { display: flex; flex-wrap: wrap; align-items: center; justify-content: space-between; gap: var(--smrt-spacing-3); }
+  .saved-reports__title { margin: 0; font: var(--smrt-typography-headline-medium-font); }
+  .saved-reports__toolbar { display: flex; flex-wrap: wrap; align-items: center; justify-content: space-between; gap: var(--smrt-spacing-2) var(--smrt-spacing-4); }
+  .saved-reports__actions { display: flex; flex-wrap: wrap; gap: var(--smrt-spacing-2); }
+  .saved-reports__hint, .saved-reports__note { margin: 0; color: var(--smrt-color-on-surface-variant); font-size: var(--smrt-typography-body-medium-size); }
+  .saved-reports__error { display: flex; flex-wrap: wrap; align-items: center; gap: var(--smrt-spacing-3); color: var(--smrt-color-error); }
+  .saved-reports__error p { margin: 0; }
+  .saved-reports__grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(min(100%, 17rem), 1fr)); gap: var(--smrt-spacing-3); margin: 0; padding: 0; list-style: none; }
+  .saved-reports__grid > li { display: grid; min-inline-size: 0; }
+  .saved-reports__placeholder { padding: var(--smrt-spacing-4); border: var(--smrt-hairline); border-radius: var(--smrt-radius-large); }
 }
 </style>

package/dist/svelte/SavedReports.svelte.d.ts

@@ -1,9 +1,22 @@
+import type { ReportSourceInfo } from './describe.js';
 import type { RuntimeReportsClient } from './types.js';
 export interface Props {
     client?: RuntimeReportsClient;
     reportHref?: (id: string) => string;
     /** Host-owned identity projection; report transport never expands users. */
     authorLabel?: (userId: string) => string | undefined;
+    /** The report sources by label and fields (`reports.runtime.sources`). */
+    sources?: readonly ReportSourceInfo[];
+    /** `page` (default) or `section`, the Reports section page's widget. */
+    variant?: 'page' | 'section';
+    /** Most cards shown (and run); the section shows its first few. */
+    limit?: number;
+    /** The Saved reports page, for the section's "View all". */
+    listHref?: string;
+    /** Replace "New report" asking the page's assistant. */
+    onnewreport?: () => void;
+    locale?: string;
+    currency?: string;
 }
 declare const SavedReports: import("svelte").Component<Props, {}, "">;
 type SavedReports = ReturnType<typeof SavedReports>;

package/dist/svelte/SavedReports.svelte.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"SavedReports.svelte.d.ts","sourceRoot":"","sources":["../../src/svelte/SavedReports.svelte.ts"],"names":[],"mappings":"AAiBA,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,eAAe,CAAC;AAItD,OAAO,KAAK,EAEV,oBAAoB,EAErB,MAAM,YAAY,CAAC;AAGpB,MAAM,WAAW,KAAK;IACpB,MAAM,CAAC,EAAE,oBAAoB,CAAC;IAC9B,UAAU,CAAC,EAAE,CAAC,EAAE,EAAE,MAAM,KAAK,MAAM,CAAC;IACpC,4EAA4E;IAC5E,WAAW,CAAC,EAAE,CAAC,MAAM,EAAE,MAAM,KAAK,MAAM,GAAG,SAAS,CAAC;IACrD,0EAA0E;IAC1E,OAAO,CAAC,EAAE,SAAS,gBAAgB,EAAE,CAAC;IACtC,wEAAwE;IACxE,OAAO,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;IAC7B,mEAAmE;IACnE,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,4DAA4D;IAC5D,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,wDAAwD;IACxD,WAAW,CAAC,EAAE,MAAM,IAAI,CAAC;IACzB,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,QAAQ,CAAC,EAAE,MAAM,CAAC;CACnB;AAkND,QAAA,MAAM,YAAY,2CAAwC,CAAC;AAC3D,KAAK,YAAY,GAAG,UAAU,CAAC,OAAO,YAAY,CAAC,CAAC;AACpD,eAAe,YAAY,CAAC"}

package/dist/svelte/SavedReportsWidget.svelte

@@ -0,0 +1,59 @@
+<script lang="ts">
+/**
+ * The `saved-reports` overview widget: the Reports section page's default
+ * (`sectionDefault`), the team's saved reports as cards with their headline
+ * figures, "New report" (asks the page's assistant) and a hint. It reads
+ * through the shared browser client of the app's runtime-report routes; a
+ * host with its own transport (the planner's sample data) passes `client`.
+ */
+import { onMount } from 'svelte';
+import { getRuntimeReportsBrowserClient } from './browser-client.js';
+import type { ReportSourceInfo } from './describe.js';
+import SavedReports from './SavedReports.svelte';
+import type { RuntimeReportsClient } from './types.js';
+
+export interface Props {
+  options?: Record<string, string | number | boolean | null>;
+  title?: string;
+  locale?: string;
+  /** A host-owned transport; omitted, the app's shared browser client. */
+  client?: RuntimeReportsClient;
+  reportHref?: (id: string) => string;
+  /** The Saved reports page ("View all"); default `/reports`. */
+  listHref?: string;
+  sources?: readonly ReportSourceInfo[];
+  authorLabel?: (userId: string) => string | undefined;
+  currency?: string;
+}
+let {
+  options = {},
+  locale = 'en',
+  client,
+  reportHref,
+  listHref = '/reports',
+  sources,
+  authorLabel,
+  currency,
+}: Props = $props();
+let shared = $state<RuntimeReportsClient | undefined>();
+onMount(() => {
+  if (!client) shared = getRuntimeReportsBrowserClient();
+});
+const limit = $derived(
+  typeof options.limit === 'number' && options.limit > 0 ? options.limit : 6,
+);
+</script>
+
+<div data-smrt-component="SavedReportsWidget">
+  <SavedReports
+    variant="section"
+    client={client ?? shared}
+    {limit}
+    {reportHref}
+    {listHref}
+    {sources}
+    {authorLabel}
+    {locale}
+    {currency}
+  />
+</div>

package/dist/svelte/SavedReportsWidget.svelte.d.ts

@@ -0,0 +1,19 @@
+import type { ReportSourceInfo } from './describe.js';
+import type { RuntimeReportsClient } from './types.js';
+export interface Props {
+    options?: Record<string, string | number | boolean | null>;
+    title?: string;
+    locale?: string;
+    /** A host-owned transport; omitted, the app's shared browser client. */
+    client?: RuntimeReportsClient;
+    reportHref?: (id: string) => string;
+    /** The Saved reports page ("View all"); default `/reports`. */
+    listHref?: string;
+    sources?: readonly ReportSourceInfo[];
+    authorLabel?: (userId: string) => string | undefined;
+    currency?: string;
+}
+declare const SavedReportsWidget: import("svelte").Component<Props, {}, "">;
+type SavedReportsWidget = ReturnType<typeof SavedReportsWidget>;
+export default SavedReportsWidget;
+//# sourceMappingURL=SavedReportsWidget.svelte.d.ts.map

package/dist/svelte/SavedReportsWidget.svelte.d.ts.map

@@ -0,0 +1 @@
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package/dist/svelte/client.d.ts.map

@@ -1 +1 @@
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package/dist/svelte/client.js

@@ -73,6 +73,9 @@ export function createRuntimeReportsHttpClient(options = {}) {
             createdByUserId: row.createdByUserId,
             status: row.status,
             spec,
+            ...(typeof row.createdAt === 'string' && row.createdAt
+                ? { savedAt: row.createdAt }
+                : {}),
             ...(lastRuns.has(row.id) ? { lastRunAt: lastRuns.get(row.id) } : {}),
         };
         const canArchive = typeof options.canArchive === 'function'

package/dist/svelte/describe.d.ts

@@ -0,0 +1,94 @@
+import type { RuntimeReportResult, RuntimeReportSpec } from './types.js';
+/** A source field as a report screen names and formats it (its descriptor's `fields`). */
+export interface ReportFieldInfo {
+    name: string;
+    label: string;
+    /** `datetime`, `integer`, `decimal`, `text`... */
+    type?: string;
+    /** `money`, `date`... */
+    format?: string;
+}
+/** A source by label, with its fields (a `reports.runtime.sources` descriptor). */
+export interface ReportSourceInfo {
+    id: string;
+    label: string;
+    fields?: readonly ReportFieldInfo[];
+}
+type Translate = (key: string, values?: Record<string, unknown>) => string;
+type Column = RuntimeReportResult['columns'][number];
+export declare function humanizeName(name: string): string;
+export interface ReportPeriod {
+    /** The field the period is on ("Issue date"). */
+    field: string;
+    /** The dates it covers ("1 Dec 2025 – 31 Dec 2025"), in UTC. */
+    range: string;
+    /** The indexes of the filters it consumed. */
+    filters: number[];
+}
+/**
+ * The spec's period: a lower (`gte`/`gt`) and/or upper (`lt`/`lte`) bound on
+ * one date field. An exclusive upper bound at midnight reads as the day
+ * before, so "last month" reads 1–31 December.
+ */
+export declare function reportPeriod(spec: RuntimeReportSpec, options: {
+    locale: string;
+    label: (field: string) => string;
+    t: Translate;
+}): ReportPeriod | null;
+export interface ReportDescription {
+    source: string;
+    /** "Issue date by month", or "" for an ungrouped report. */
+    groupings: string;
+    period: ReportPeriod | null;
+    measures: string[];
+    /** Conditions other than the period. */
+    filters: string[];
+    having: string[];
+    /** One line for a card: source · groupings · period. */
+    line: string;
+}
+/** Describe a spec in the source's own words. */
+export declare function describeReport(spec: RuntimeReportSpec, options: {
+    t: Translate;
+    locale: string;
+    currency: string;
+    source?: ReportSourceInfo;
+    /** A result's columns, for measure labels ("Total amount"). */
+    columns?: readonly Column[];
+}): ReportDescription;
+/** Does the result's x axis run over time buckets? */
+export declare function timeAxis(result: RuntimeReportResult): Column | undefined;
+/** The measure columns a result charts, in order. */
+/** The measure columns, the charted ones (`chart.y`) first. */
+export declare function measureColumns(result: RuntimeReportResult): Column[];
+/** A measure's chart format. */
+export declare function measureFormat(column: Column): 'money' | 'integer' | 'decimal';
+export interface ReportFigure {
+    /** What the figure is ("Total", "Average per month", "Peak"). */
+    label: string;
+    value: string;
+    /** Where the peak was ("Sep 2025"). */
+    detail?: string;
+}
+/**
+ * Headline figures for one measure: the total (only for an additive measure:
+ * a sum or a row count), the average per group, and the peak with its group.
+ * An ungrouped report has one value, its own figure.
+ */
+export declare function reportFigures(result: RuntimeReportResult, measure: Column, options: {
+    t: Translate;
+    locale: string;
+    currency: string;
+    /** How a group reads ("Sep 2025" for a time bucket). */
+    groupLabel: (row: RuntimeReportResult['rows'][number]) => string;
+    /** The measure's function, when the spec is known. */
+    fn?: string;
+}): ReportFigure[];
+/** "3 days ago", "in 2 hours", "just now": a time relative to `now`. */
+export declare function relativeTime(iso: string, locale: string, now?: Date, 
+/** What under a minute reads as ("just now"); default the locale's "now". */
+justNow?: string): string;
+/** The result as CSV with the screen's own formatting (labels, buckets, money). */
+export declare function reportCsv(result: RuntimeReportResult, cell: (value: unknown, column: Column) => string): string;
+export {};
+//# sourceMappingURL=describe.d.ts.map

package/dist/svelte/describe.d.ts.map

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