@object-ui/plugin-report 4.0.11 → 4.2.1

package/dist/index.umd.cjs

@@ -1,10 +1,10 @@
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package/dist/packages/plugin-report/src/JoinedReportRenderer.d.ts

@@ -0,0 +1,47 @@
+import { ActionRunner } from '../../core/src';
+import { DataSource, JoinedReportBlock, JoinedSpecReport } from '../../types/src';
+import { DrillOpenIn, DrillView } from './drill';
+/**
+ * JoinedReportRenderer
+ *
+ * Renders a spec `Report` of `type: 'joined'` as a vertical stack of
+ * self-contained `ReportRenderer` blocks. Each block is its own `SpecReport`
+ * with its own data fetch, aggregations, and drill — they are independent
+ * widgets composed on a single page.
+ *
+ * Filter inheritance
+ * ------------------
+ * The outer (joined) report can carry a top-level `filter`. It is merged into
+ * each block's `filter` as a logical `$and`, so a report-wide constraint
+ * (e.g. "owner = me") propagates to every block without repetition. Block
+ * filters keep precedence on key collisions because they are by convention
+ * the more specific constraint.
+ *
+ * Drill & runtime propagation
+ * ---------------------------
+ * `dataSource`, `actionRunner`, `drillView`, `drillOpenIn` and `runtimeFilter`
+ * flow uniformly into every block so any block's drill behaves identically to
+ * a standalone report. Each block calls its own {@link useReportData} hook —
+ * there is no shared cache, by design (blocks may query different objects).
+ *
+ * Layout
+ * ------
+ * Blocks render vertically. The block label/description renders above the
+ * block content. We intentionally avoid imposing a column layout: composition
+ * (e.g. a 2×2 grid of blocks) is a host concern handled by a parent layout
+ * component.
+ */
+import * as React from 'react';
+export interface JoinedReportRendererProps {
+    report: JoinedSpecReport;
+    dataSource?: DataSource;
+    /** Runtime filter (e.g. global toolbar filter) merged into every block. */
+    runtimeFilter?: Record<string, unknown>;
+    actionRunner?: ActionRunner;
+    drillView?: DrillView;
+    drillOpenIn?: DrillOpenIn;
+    className?: string;
+    /** Override rendering of an individual block (advanced). */
+    renderBlock?: (block: JoinedReportBlock, index: number, content: React.ReactNode) => React.ReactNode;
+}
+export declare const JoinedReportRenderer: React.FC<JoinedReportRendererProps>;

package/dist/packages/plugin-report/src/LegacyReportRenderer.d.ts

@@ -0,0 +1,14 @@
+import { default as React } from 'react';
+export interface LegacyReportRendererProps {
+    schema: {
+        type: string;
+        id?: string;
+        title?: string;
+        description?: string;
+        chart?: any;
+        data?: any[];
+        columns?: any[];
+        className?: string;
+    };
+}
+export declare const LegacyReportRenderer: React.FC<LegacyReportRendererProps>;

package/dist/packages/plugin-report/src/MatrixRenderer.d.ts

@@ -0,0 +1,51 @@
+import { ActionRunner } from '../../core/src';
+import { SpecReport, DataSource } from '../../types/src';
+import { DrillOpenIn, DrillView } from './drill';
+/**
+ * MatrixRenderer
+ *
+ * Renders a spec `Report` of type `'matrix'` as a 2D pivot table.
+ *
+ * - Drives data via {@link useReportData}, which returns a {@link PivotMatrix}
+ *   when `report.groupingsAcross` is non-empty.
+ * - Headers: row headers down the left, column headers across the top.
+ *   Multi-level groupings are shown as concatenated path segments.
+ * - Body cells display one row per column-definition (e.g. `amount sum`).
+ *   When `report.columns` has more than one entry, each cell shows the
+ *   values stacked vertically with their labels.
+ * - Totals: row total column on the right, column total row at the bottom,
+ *   and grand-total in the bottom-right corner.
+ * - Drill-down: clicking a body cell fires `onCellClick` with both the row
+ *   key and column key; if an `actionRunner` is supplied, it also dispatches
+ *   a {@link buildDrillAction} carrying both keys merged.
+ *
+ * We intentionally don't use ObjectGrid here — its tree model is single-axis
+ * and bolting a 2D matrix onto AG-Grid header groups would be heavier than a
+ * direct table. The pivot dataset is already small (rows × cols are
+ * dimensions, not raw records).
+ */
+import * as React from 'react';
+export interface MatrixCellClickArgs {
+    rowKey: Record<string, unknown>;
+    colKey: Record<string, unknown>;
+    /** Pre-merged key combining row + col — convenient for drill construction. */
+    combinedKey: Record<string, unknown>;
+    /** Pre-aggregated values for the clicked cell (may be undefined for empty cells). */
+    values?: Record<string, unknown>;
+}
+export interface MatrixRendererProps {
+    report: SpecReport;
+    dataSource?: DataSource;
+    rows?: Array<Record<string, unknown>>;
+    runtimeFilter?: Record<string, unknown>;
+    /** Imperative drill callback. */
+    onCellClick?: (args: MatrixCellClickArgs) => void;
+    /** Declarative drill: dispatch a `type: 'drill'` action when a cell is clicked. */
+    actionRunner?: ActionRunner;
+    drillView?: DrillView;
+    drillOpenIn?: DrillOpenIn;
+    className?: string;
+    /** Render text for an empty cell. Defaults to "—". */
+    emptyCellText?: string;
+}
+export declare const MatrixRenderer: React.FC<MatrixRendererProps>;

package/dist/packages/plugin-report/src/MatrixRenderer.stories.d.ts

@@ -0,0 +1,24 @@
+import { StoryObj } from '@storybook/react';
+/**
+ * MatrixRenderer stories — region × quarter pivot for M2 demo.
+ *
+ * Showcases:
+ *  - `groupingsAcross` rendering as columns
+ *  - `dateGranularity: 'quarter'` bucketing on close_date
+ *  - Server-side aggregation path: stories supply a mock `dataSource.aggregate`
+ *    that returns pre-bucketed rows so the hook skips client aggregation,
+ *    mirroring what objectql's engine fallback now does end-to-end.
+ *  - Cell click → drill action with combined (region, quarter) filter.
+ */
+import * as React from 'react';
+declare const meta: {
+    title: string;
+    component: React.FC<import('./MatrixRenderer').MatrixRendererProps>;
+    parameters: {
+        layout: string;
+    };
+    tags: string[];
+};
+export default meta;
+type Story = StoryObj<typeof meta>;
+export declare const RegionByQuarterServerAggregated: Story;

package/dist/packages/plugin-report/src/ReportRenderer.d.ts

@@ -1,14 +1,44 @@
-import { default as React } from 'react';
+import { ActionRunner } from '../../core/src';
+import { SpecReport, DataSource } from '../../types/src';
+import { LegacyReportRendererProps } from './LegacyReportRenderer';
+import { DrillOpenIn, DrillView } from './drill';
+/**
+ * ReportRenderer
+ *
+ * Thin dispatcher that routes a report schema to the correct renderer based
+ * on whether it is a spec-native `SpecReport` (preferred) or a legacy
+ * presentation-layer schema (`data`/`columns`/`chart`).
+ *
+ * Dispatch table:
+ * | report.type            | Renderer                          |
+ * |------------------------|-----------------------------------|
+ * | tabular | summary      | <SpecReportGrid>                  |
+ * | matrix                 | placeholder (M2)                  |
+ * | joined                 | placeholder (M3)                  |
+ * | (legacy / no type)     | <LegacyReportRenderer>            |
+ *
+ * Host apps can:
+ * - Pass a `SpecReport` plus a `dataSource` to drive a live, drillable report.
+ * - Pass a legacy `{ data, columns, chart }` schema for backwards compatibility.
+ */
+import * as React from 'react';
+export type ReportRendererSchema = SpecReport | LegacyReportRendererProps['schema'];
 export interface ReportRendererProps {
-    schema: {
-        type: string;
-        id?: string;
-        title?: string;
-        description?: string;
-        chart?: any;
-        data?: any[];
-        columns?: any[];
-        className?: string;
-    };
+    /** Either a spec-native `SpecReport` or a legacy presentation schema. */
+    schema: ReportRendererSchema;
+    /** Required for spec reports unless `rows` is provided. */
+    dataSource?: DataSource | Record<string, unknown>;
+    /** Pre-fetched rows (skips data fetch). */
+    rows?: Array<Record<string, unknown>>;
+    /** Runtime filter merged on top of `report.filter`. */
+    runtimeFilter?: Record<string, unknown>;
+    /** Action runner used to dispatch `drill` actions on row click. */
+    actionRunner?: ActionRunner;
+    /** Default view for drill targets. */
+    drillView?: DrillView;
+    /** Where the drill target should open. */
+    drillOpenIn?: DrillOpenIn;
+    /** Optional class for the outer container. */
+    className?: string;
 }
 export declare const ReportRenderer: React.FC<ReportRendererProps>;

package/dist/packages/plugin-report/src/SpecReportGrid.d.ts

@@ -0,0 +1,49 @@
+import { SpecReport, DataSource } from '../../types/src';
+import { ActionRunner } from '../../core/src';
+import { DrillOpenIn, DrillView } from './drill';
+/**
+ * SpecReportGrid
+ *
+ * Bridge between the spec `Report` (definition) and `ObjectGrid` (renderer).
+ *
+ * - Drives data fetch via {@link useReportData}.
+ * - For `tabular` reports, renders a flat grid with columns mapped from `report.columns`.
+ * - For `summary` reports, applies `report.groupingsDown` as ObjectGrid grouping and
+ *   passes per-group aggregations so collapsible group headers show subtotals.
+ * - `matrix` reports fall through to a "not supported" notice (handled by M2).
+ *
+ * The grand total is rendered as a footer-style row above the grid; per-column
+ * `summary` on the grid handles classic SQL `GRAND TOTAL` semantics.
+ */
+import * as React from 'react';
+export interface SpecReportGridProps {
+    report: SpecReport;
+    /** Optional DataSource adapter. When omitted, `rows` must be supplied. */
+    dataSource?: DataSource;
+    /** Optional pre-fetched rows (skips dataSource.find). */
+    rows?: Record<string, unknown>[];
+    /** Optional runtime filter merged with report.filter via `$and`. */
+    runtimeFilter?: Record<string, unknown>;
+    /** Drill-down callback. Receives the group key for the clicked row. */
+    onDrillDown?: (groupKey: Record<string, unknown>, rawRows: Record<string, unknown>[]) => void;
+    /**
+     * Optional `ActionRunner` used to dispatch a `type: 'drill'` action on row
+     * click. When set, the grid builds the drill action via {@link buildDrillAction}
+     * and runs it through the engine — the host must register a `drill` handler
+     * (see {@link registerDrillHandler}) for the navigation to take effect.
+     * `onDrillDown` still fires (after dispatch) so consumers can observe.
+     */
+    actionRunner?: ActionRunner;
+    /** Drill view override (default `'list'`). */
+    drillView?: DrillView;
+    /** Drill open-in override (default `'current'`). */
+    drillOpenIn?: DrillOpenIn;
+    className?: string;
+}
+/**
+ * Render a spec `Report` as an `ObjectGrid` (Summary/Tabular only).
+ *
+ * For `matrix`/`joined` types this returns a placeholder; M2/M3 will
+ * provide dedicated renderers.
+ */
+export declare const SpecReportGrid: React.FC<SpecReportGridProps>;

package/dist/packages/plugin-report/src/SpecReportGrid.stories.d.ts

@@ -0,0 +1,31 @@
+import { StoryObj } from '@storybook/react';
+/**
+ * SpecReportGrid stories — CRM-flavoured demos for M1.
+ *
+ * - Sales funnel by stage (summary report, sum amount, count opportunities)
+ * - Sales funnel by owner → stage (multi-level grouping)
+ * - Pipeline by region × quarter (matrix placeholder — M2 will render this)
+ *
+ * Stories supply rows inline so they work without a backend; the drill action
+ * is wired to a console-logging ActionRunner so clicks demonstrate the
+ * declarative drill protocol.
+ */
+import * as React from 'react';
+declare const meta: {
+    title: string;
+    component: React.FC<import('./SpecReportGrid').SpecReportGridProps>;
+    parameters: {
+        layout: string;
+    };
+    tags: string[];
+};
+export default meta;
+type Story = StoryObj<typeof meta>;
+/** Funnel by stage — classic CRM "summary by status" view. */
+export declare const FunnelByStage: Story;
+/** Two-level funnel: owner → stage. Click a row to dispatch a drill action. */
+export declare const FunnelByOwnerAndStage: Story;
+/** Tabular detail report — flat opportunity list with totals. */
+export declare const TabularOpportunityList: Story;
+/** Matrix report placeholder — region × quarter pivot will land in M2. */
+export declare const MatrixRegionByQuarter: Story;