@object-ui/plugin-report 4.0.12 → 4.3.0

package/dist/index.umd.cjs

@@ -1,10 +1,10 @@
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r=e=>e.type===`summary`,i=e=>e.type===`matrix`,o=e=>e.type===`summary`||e.type===`matrix`,s=[{key:`basic`,title:t(`report.editor.basic`),fields:[{key:`label`,label:t(`report.editor.title`),type:`input`,placeholder:t(`report.editor.titlePlaceholder`)},{key:`description`,label:t(`report.editor.description`),type:`textarea`,placeholder:t(`report.editor.descriptionPlaceholder`)},{key:`type`,label:t(`report.editor.type`),type:`select`,defaultValue:`tabular`,options:[{value:`tabular`,label:t(`report.editor.typeTabular`)},{value:`summary`,label:t(`report.editor.typeSummary`)},{value:`matrix`,label:t(`report.editor.typeMatrix`)},{value:`joined`,label:t(`report.editor.typeJoined`)}],helpText:t(`report.editor.typeHelp`)}]},{key:`data`,title:t(`report.editor.data`),collapsible:!0,fields:[{key:`objectName`,label:t(`report.editor.objectName`),type:`input`,placeholder:t(`report.editor.objectNamePlaceholder`),helpText:t(`report.editor.objectNameHelp`)},{key:`limit`,label:t(`report.editor.limit`),type:`input`,placeholder:t(`report.editor.limitPlaceholder`)}]},{key:`rows`,title:t(`report.editor.rows`),collapsible:!0,hint:t(`report.editor.rowsHint`),visibleWhen:e=>r(e)||i(e),fields:[{key:`groupingsDown`,label:t(`report.editor.grouping`),type:`custom`,render:(n,r)=>(0,a.jsx)($,{availableFields:e,value:n,onChange:r,t,testIdPrefix:`rows-grouping`})}]},{key:`columnsAxis`,title:t(`report.editor.columnsAxis`),collapsible:!0,hint:t(`report.editor.columnsAxisHint`),visibleWhen:e=>i(e),fields:[{key:`groupingsAcross`,label:t(`report.editor.grouping`),type:`custom`,render:(n,r)=>(0,a.jsx)($,{availableFields:e,value:n,onChange:r,t,testIdPrefix:`cols-grouping`})}]},{key:`tabular-columns`,title:t(`report.editor.columns`),collapsible:!0,hint:t(`report.editor.columnsHint`),visibleWhen:e=>e.type!==`joined`&&!r(e)&&!i(e),fields:[{key:`columns`,label:t(`report.editor.columns`),type:`custom`,render:(n,r)=>(0,a.jsx)(Qe,{availableFields:e,value:n,onChange:r,t})}]},{key:`values`,title:t(`report.editor.values`),collapsible:!0,hint:t(`report.editor.valuesHint`),visibleWhen:e=>r(e)||i(e),fields:[{key:`columns`,label:t(`report.editor.values`),type:`custom`,render:(n,r)=>(0,a.jsx)(Qe,{availableFields:e,value:n,onChange:r,t})}]},{key:`filters`,title:t(`report.editor.filters`),collapsible:!0,hint:t(`report.editor.filtersHint`),visibleWhen:e=>e.type!==`joined`,fields:[{key:`filter`,label:t(`report.editor.filters`),type:`custom`,render:(n,r)=>(0,a.jsx)(Ge,{availableFields:e,value:n,onChange:r,t})}]},{key:`blocks`,title:t(`report.editor.blocks`),collapsible:!0,hint:t(`report.editor.blocksHint`),visibleWhen:e=>e.type===`joined`,fields:[{key:`blocks`,label:t(`report.editor.blocks`),type:`custom`,render:(r,i,o)=>(0,a.jsx)(Ie,{value:r,onChange:i,availableFields:e,getFieldsForObject:n,containerObjectName:o?.objectName,t})}]},{key:`chart`,title:t(`report.editor.chart`),collapsible:!0,defaultCollapsed:!0,hint:t(`report.editor.chartHint`),visibleWhen:e=>o(e),fields:[{key:`chart`,label:t(`report.editor.chart`),type:`custom`,render:(n,r,i)=>(0,a.jsx)($e,{availableFields:e,columns:Ze(i.columns),value:n,onChange:r,t})}]}];return{breadcrumb:[t(`report.editor.breadcrumb`,`Configuration`)],sections:s}}function tt(e,t){let n=[],r=e.type??`tabular`,i=Array.isArray(e.groupingsDown)?e.groupingsDown.length:0,a=Array.isArray(e.groupingsAcross)?e.groupingsAcross.length:0,o=Array.isArray(e.columns)?e.columns.length:0;if(e.objectName||n.push({level:o>0?`error`:`warning`,message:t(`report.editor.validationNeedsObject`)}),r===`matrix`&&(i===0||a===0)&&n.push({level:`error`,message:t(`report.editor.validationMatrixNeedsRowsCols`)}),r===`summary`&&i===0&&n.push({level:`error`,message:t(`report.editor.validationSummaryNeedsRows`)}),r===`joined`)for(let r of Le(e.blocks,t))n.push({level:`error`,message:r});return n}function nt({problems:e}){return e.length===0?null:(0,a.jsx)(`div`,{className:`space-y-1 p-2 border-b`,"data-testid":`report-validation-banner`,children:e.map((e,t)=>(0,a.jsxs)(`div`,{className:`flex items-start gap-2 text-[11px] rounded px-2 py-1 `+(e.level===`error`?`bg-red-50 border border-red-200 text-red-900`:`bg-amber-50 border border-amber-200 text-amber-900`),children:[(0,a.jsx)(u.AlertTriangle,{className:`h-3.5 w-3.5 mt-0.5 shrink-0`}),(0,a.jsx)(`span`,{children:e.message})]},t))})}function rt({open:e,onClose:t,config:r,onSave:s,onFieldChange:c,availableFields:l,getFieldsForObject:u}){let{t:d}=(0,o.useTranslation)(),f=n.useCallback((e,t,n)=>t===void 0?d(e,n):d(e,{defaultValue:t,...n||{}}),[d]),p=l??[],m=n.useMemo(()=>et(p,f,u),[p,f,u]),{draft:h,isDirty:g,updateField:_,discard:v}=(0,i.useConfigDraft)(n.useMemo(()=>r??{},[r])),y=n.useCallback((e,t)=>{_(e,t),c?.(e,t,{...h,[e]:t})},[_,c,h]),b=n.useCallback(()=>{s(h),t()},[h,s,t]),x=n.useMemo(()=>tt(h,f),[h,f]);return e?(0,a.jsx)(i.ConfigPanelRenderer,{open:e,onClose:t,schema:m,draft:h,isDirty:g,onFieldChange:y,onSave:b,onDiscard:v,headerExtra:(0,a.jsx)(nt,{problems:x}),style:{"--config-panel-width":`440px`}}):null}async function it(e,t){let{dataSource:n,resource:r,queryParams:i,format:a,exportConfig:o}=t,s=a||e.defaultExportFormat||`pdf`;try{let t=(await n.find(r,i)).data||[];return K(s,e,t,{format:s,...e.exportConfigs?.[s],...o}),{success:!0,recordCount:t.length,format:s}}catch(e){return{success:!1,recordCount:0,format:s,error:e.message}}}function at(e,t,n={}){let{columns:r,filename:i,includeAggregationRow:a=!1}=n,o=r||(e.fields||[]).map(st),s=o.map(e=>e.header),c=t.map((e,t)=>o.map(n=>{if(n.formula)return n.formula.replace(/\{ROW\}/g,String(t+2));let r=e[n.name];return ct(r,n.numberFormat)}));if(a&&t.length>0){let n=o.map((n,r)=>{let i=(e.fields||[]).find(e=>e.name===n.name);if(i?.aggregation){let e=ut(r),n=t.length+1;switch(i.aggregation){case`sum`:return`=SUM(${e}2:${e}${n})`;case`avg`:return`=AVERAGE(${e}2:${e}${n})`;case`count`:return`=COUNTA(${e}2:${e}${n})`;case`min`:return`=MIN(${e}2:${e}${n})`;case`max`:return`=MAX(${e}2:${e}${n})`;default:return``}}return``});c.push(n)}ft(``+[s.join(`	`),...c.map(e=>e.join(`	`))].join(`
+`),i||`${e.title||`report`}.tsv`,`text/tab-separated-values`)}function ot(e,t,n,r){return async()=>{let i=e.schedule;if(!i?.enabled)return[];let a=i.formats||[e.defaultExportFormat||`pdf`],o=[];for(let r of a){let i=await it(e,{dataSource:t,resource:n,format:r});o.push(i)}return r(e,i),o}}function st(e){return{name:e.name,header:e.label||e.name}}function ct(e,t){return e==null?``:typeof e==`number`&&t?e.toLocaleString(`en-US`,lt(t)):dt(String(e))}function lt(e){if(e.includes(`%`))return{style:`percent`,minimumFractionDigits:0};let t=(e.match(/0/g)||[]).length;return{minimumFractionDigits:Math.max(0,t-1),maximumFractionDigits:Math.max(0,t-1)}}function ut(e){let t=``,n=e;for(;n>=0;)t=String.fromCharCode(n%26+65)+t,n=Math.floor(n/26)-1;return t}function dt(e){if(e.length>0){let t=e.charAt(0);if(t===`=`||t===`+`||t===`-`||t===`@`||t===`|`)return`'${e}`}return e}function ft(e,t,n){let r=new Blob([e],{type:`${n};charset=utf-8`}),i=URL.createObjectURL(r),a=document.createElement(`a`);a.href=i,a.download=t,document.body.appendChild(a),a.click(),document.body.removeChild(a),URL.revokeObjectURL(i)}t.ComponentRegistry.register(`report`,W,{namespace:`report`,label:`Report`,category:`Report`,inputs:[{name:`title`,type:`string`,label:`Title`},{name:`description`,type:`string`,label:`Description`},{name:`chart`,type:`code`,label:`Chart Configuration`}]}),t.ComponentRegistry.register(`spec-report`,W,{namespace:`report`,label:`Spec Report`,category:`Report`,inputs:[{name:`objectName`,type:`string`,label:`Object Name`},{name:`type`,type:`string`,label:`Report Type`}]}),t.ComponentRegistry.register(`report-viewer`,X,{namespace:`report`,label:`Report Viewer`,category:`Report`,inputs:[{name:`report`,type:`code`,label:`Report Definition`},{name:`showToolbar`,type:`boolean`,label:`Show Toolbar`}]}),t.ComponentRegistry.register(`report-builder`,ke,{namespace:`report`,label:`Report Builder`,category:`Report`,inputs:[{name:`report`,type:`code`,label:`Initial Report`}]}),e.JoinedBlocksEditor=Ie,e.JoinedReportRenderer=ge,e.LegacyReportRenderer=y,e.MatrixRenderer=pe,e.ReportBuilder=ke,e.ReportConfigPanel=rt,e.ReportRenderer=W,e.ReportViewer=X,e.ScheduleConfig=Oe,e.SpecReportGrid=B,e.aggregateRows=C,e.bucketDate=x,e.buildAggregateQuery=P,e.buildDrillAction=z,e.collectFields=N,e.columnKey=b,e.createDrillHandler=ie,e.createScheduleTrigger=ot,e.exportAsCSV=ve,e.exportAsExcel=xe,e.exportAsHTML=G,e.exportAsJSON=ye,e.exportAsPDF=be,e.exportExcelWithFormulas=at,e.exportReport=K,e.exportWithLiveData=it,e.formatValue=Y,e.groupAndAggregate=w,e.groupingValue=S,e.isDrillAction=re,e.mergeFilters=M,e.pivotRows=T,e.registerDrillHandler=ae,e.useReportData=L,e.validateJoinedBlocks=Le});

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

@@ -0,0 +1,8 @@
+import { AvailableField, Translator } from './editorTypes';
+export declare function ChartConfig({ availableFields, columns, value, onChange, t, }: {
+    availableFields: AvailableField[];
+    columns: ColumnDraft[];
+    value: any;
+    onChange: (v: any) => void;
+    t: Translator;
+}): import("react/jsx-runtime").JSX.Element;

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

@@ -0,0 +1,16 @@
+import { AvailableField, Translator } from './editorTypes';
+type ColumnDraft = {
+    field: string;
+    label?: string;
+    type?: string;
+    aggregate?: string;
+    format?: string;
+};
+export declare function normalizeColumns(value: unknown): ColumnDraft[];
+export declare function ColumnsEditor({ availableFields, value, onChange, t, }: {
+    availableFields: AvailableField[];
+    value: any;
+    onChange: (v: any) => void;
+    t: Translator;
+}): import("react/jsx-runtime").JSX.Element;
+export {};

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

@@ -0,0 +1,36 @@
+import { AvailableField, Translator } from './editorTypes';
+/**
+ * ObjectUI
+ * Copyright (c) 2024-present ObjectStack Inc.
+ *
+ * This source code is licensed under the MIT license found in the
+ * LICENSE file in the root directory of this source tree.
+ */
+import * as React from 'react';
+export interface FieldPickerDialogProps {
+    availableFields: AvailableField[];
+    /** Field values already selected (will be disabled in the picker). */
+    selectedValues: string[];
+    /** Invoked with the *new* field values picked (does not include already-selected). */
+    onAdd: (fieldValues: string[]) => void;
+    t: Translator;
+    /** Trigger button label override. */
+    triggerLabel?: string;
+    /** Dialog title override. */
+    title?: string;
+    /** Dialog description override. */
+    description?: string;
+    /** Test-id namespace for buttons / inputs. */
+    testIdPrefix?: string;
+    /** Allow only a single selection at a time (e.g. picking a single grouping field). */
+    singleSelect?: boolean;
+    /** When true (+singleSelect), clicking a row immediately commits and closes. */
+    commitOnSelect?: boolean;
+    /** Disable the trigger button. */
+    disabled?: boolean;
+    /** Extra trigger className. */
+    triggerClassName?: string;
+    /** Custom trigger element (e.g. a button showing the currently picked field). */
+    trigger?: React.ReactElement;
+}
+export declare function FieldPickerDialog({ availableFields, selectedValues, onAdd, t, triggerLabel, title, description, testIdPrefix, singleSelect, commitOnSelect, disabled, triggerClassName, trigger, }: FieldPickerDialogProps): import("react/jsx-runtime").JSX.Element;

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

@@ -0,0 +1,8 @@
+import { AvailableField, Translator } from './editorTypes';
+export declare function GroupingsBuilder({ availableFields, value, onChange, t, testIdPrefix, }: {
+    availableFields: AvailableField[];
+    value: any;
+    onChange: (v: any) => void;
+    t: Translator;
+    testIdPrefix?: string;
+}): import("react/jsx-runtime").JSX.Element;

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

@@ -0,0 +1,31 @@
+import { JoinedReportBlock } from '../../types/src';
+import { AvailableField } from './ReportConfigPanel';
+type Translator = (key: string, fallback?: string) => string;
+export interface JoinedBlocksEditorProps {
+    value: unknown;
+    onChange: (next: JoinedReportBlock[]) => void;
+    /** Default field list — used when a block has no `objectName` override. */
+    availableFields: AvailableField[];
+    /**
+     * Optional resolver returning the field list for a given object name.
+     * Used to source the correct fields when a block overrides `objectName`.
+     * If omitted or returns `undefined`, the block uses `availableFields`.
+     */
+    getFieldsForObject?: (objectName: string | undefined) => AvailableField[] | undefined;
+    /**
+     * The container report's `objectName`. When a block omits its own
+     * `objectName`, the editor resolves fields against this name (when a
+     * resolver is provided) so the field list matches the runtime behaviour
+     * of `JoinedReportRenderer` (which inherits the container's object).
+     */
+    containerObjectName?: string;
+    t: Translator;
+}
+export declare function JoinedBlocksEditor({ value, onChange, availableFields, getFieldsForObject, containerObjectName, t, }: JoinedBlocksEditorProps): import("react/jsx-runtime").JSX.Element;
+/**
+ * Static validation for the `blocks` array of a joined report.
+ * Returns an array of i18n keys (already-translated strings) describing problems,
+ * suitable for direct rendering in the validation banner.
+ */
+export declare function validateJoinedBlocks(blocks: unknown, t: Translator): string[];
+export {};

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>;