@quillsql/react 2.13.40 → 2.13.42

package/dist/esm/ReportBuilder.js

@@ -1,6 +1,6 @@
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { useCallback, useContext, useEffect, useMemo, useRef, useState, } from 'react';
-import { MemoizedButton, MemoizedDeleteButton, MemoizedHeader, MemoizedLabel, MemoizedSecondaryButton, MemoizedText, MemoizedPopover, QuillTabs, MemoizedModal, QuillChartBuilderInputRowContainer, QuillChartBuilderInputColumnContainer, MemoizedSubHeader, QuillErrorMessageComponent, QuillPivotRowContainer, QuillPivotColumnContainer, QuillColumnSearchEmptyState, QuillChartBuilderFormContainer, QuillLoadingComponent, QuillTableReportBuilderComponent, } from './components/UiComponents';
+import { MemoizedButton, MemoizedDeleteButton, MemoizedHeader, MemoizedLabel, MemoizedSecondaryButton, MemoizedText, MemoizedPopover, QuillTabs, MemoizedModal, QuillChartBuilderInputRowContainer, QuillChartBuilderInputColumnContainer, MemoizedSubHeader, QuillErrorMessageComponent, QuillPivotRowContainer, QuillPivotColumnContainer, QuillColumnSearchEmptyState, QuillChartBuilderFormContainer, QuillLoadingComponent, QuillTableReportBuilderComponent, QuillChartBuilderCheckboxComponent, } from './components/UiComponents';
 import { DndContext, closestCenter, KeyboardSensor, PointerSensor, useSensor, useSensors, } from '@dnd-kit/core';
 import { arrayMove, SortableContext, sortableKeyboardCoordinates, verticalListSortingStrategy, useSortable, } from '@dnd-kit/sortable';
 import { CSS as DND_CSS } from '@dnd-kit/utilities';
@@ -14,7 +14,7 @@ import { hashCode } from './utils/crypto';
 import { defaultAST, defaultColumn, defaultEntry, defaultNumericComparison, defaultTable, } from './components/ReportBuilder/constants';
 import AddColumnModal from './components/ReportBuilder/AddColumnModal';
 import { AddSortPopover, SortSentence, } from './components/ReportBuilder/AddSortPopover';
-import { PivotModal, generatePivotTable, } from './internals/ReportBuilder/PivotModal';
+import { PivotModal, generatePivotTable, isDateField, } from './internals/ReportBuilder/PivotModal';
 import { snakeAndCamelCaseToTitleCase } from './utils/textProcessing';
 import { AddLimitPopover, LimitSentence, } from './components/ReportBuilder/AddLimitPopover';
 import { updateFirstChildWidth } from './utils/width';
@@ -37,6 +37,10 @@ import { TEMP_REPORT_ID, } from './models/Report';
 import equal from 'fast-deep-equal';
 import FilterStack from './components/ReportBuilder/FilterStack';
 import { QUILL_SERVER } from './utils/constants';
+import { convertQueryToSelectStar } from './components/ReportBuilder/convert';
+import { disambiguatedValueField } from './utils/pivotConstructor';
+import { isDateType, isNumberType } from './utils/columnProcessing';
+import { cleanDashboardItem } from './utils/dashboard';
 /**
  * Quill Report Builder
  *
@@ -68,9 +72,7 @@ import { QUILL_SERVER } from './utils/constants';
  * ### Report Builder API
  * @see https://docs.quillsql.com/components/report-builder
  */
-export default function ReportBuilder({ initialTableName = '', onSubmitEditReport = () => void null, onSubmitCreateReport = () => void null, onDiscardChanges = undefined, onSaveChanges = undefined, onCloseChartBuilder = undefined, destinationDashboard, chartBuilderTitle = undefined, organizationName = '', ButtonComponent = MemoizedButton, SecondaryButtonComponent = MemoizedSecondaryButton, DeleteButtonComponent = MemoizedDeleteButton, ModalComponent = MemoizedModal, TextInputComponent = QuillTextInput, SelectComponent = QuillSelectComponent, MultiSelectComponent = QuillMultiSelectComponentWithCombo, TableComponent = QuillTableReportBuilderComponent, PopoverComponent = MemoizedPopover, TabsComponent = QuillTabs, 
-// CheckboxComponent = MemoizedCheckbox,
-SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectColumnComponent = QuillSelectColumn, DraggableColumnComponent = QuillDraggableColumn, SidebarHeadingComponent = QuillSidebarHeading, FilterPopoverComponent = QuillFilterPopover, SortPopoverComponent = QuillSortPopover, LimitPopoverComponent = QuillLimitPopover, CardComponent = QuillCard, LabelComponent = MemoizedLabel, HeaderComponent = MemoizedHeader, SubHeaderComponent = MemoizedSubHeader, TextComponent = MemoizedText, ErrorMessageComponent = QuillErrorMessageComponent, ChartBuilderInputRowContainer = QuillChartBuilderInputRowContainer, ChartBuilderInputColumnContainer = QuillChartBuilderInputColumnContainer, PivotRowContainer = QuillPivotRowContainer, PivotColumnContainer = QuillPivotColumnContainer, LoadingComponent = QuillLoadingComponent, ColumnSearchEmptyState = QuillColumnSearchEmptyState, ChartBuilderFormContainer = QuillChartBuilderFormContainer, ChartBuilderModalComponent = MemoizedModal, isAdminEnabled = false, isAIEnabled = true, containerStyle, className, pivotRecommendationsEnabled = true, reportId, hideCopySQL = true, isChartBuilderHorizontalView = true, onClickChartElement, }) {
+export default function ReportBuilder({ initialTableName = '', onSubmitEditReport = () => void null, onSubmitCreateReport = () => void null, onSubmitSaveQuery = () => void null, onDiscardChanges = undefined, onSaveChanges = undefined, onCloseChartBuilder = undefined, destinationDashboard, chartBuilderTitle = undefined, organizationName = '', ButtonComponent = MemoizedButton, SecondaryButtonComponent = MemoizedSecondaryButton, DeleteButtonComponent = MemoizedDeleteButton, ModalComponent = MemoizedModal, TextInputComponent = QuillTextInput, SelectComponent = QuillSelectComponent, MultiSelectComponent = QuillMultiSelectComponentWithCombo, TableComponent = QuillTableReportBuilderComponent, PopoverComponent = MemoizedPopover, TabsComponent = QuillTabs, CheckboxComponent = QuillChartBuilderCheckboxComponent, SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectColumnComponent = QuillSelectColumn, DraggableColumnComponent = QuillDraggableColumn, SidebarHeadingComponent = QuillSidebarHeading, FilterPopoverComponent = QuillFilterPopover, SortPopoverComponent = QuillSortPopover, LimitPopoverComponent = QuillLimitPopover, CardComponent = QuillCard, LabelComponent = MemoizedLabel, HeaderComponent = MemoizedHeader, SubHeaderComponent = MemoizedSubHeader, TextComponent = MemoizedText, ErrorMessageComponent = QuillErrorMessageComponent, ChartBuilderInputRowContainer = QuillChartBuilderInputRowContainer, ChartBuilderInputColumnContainer = QuillChartBuilderInputColumnContainer, PivotRowContainer = QuillPivotRowContainer, PivotColumnContainer = QuillPivotColumnContainer, LoadingComponent = QuillLoadingComponent, ColumnSearchEmptyState = QuillColumnSearchEmptyState, ChartBuilderFormContainer = QuillChartBuilderFormContainer, ChartBuilderModalComponent = MemoizedModal, isAdminEnabled = false, isAIEnabled = true, containerStyle, className, pivotRecommendationsEnabled = true, reportId, hideCopySQL = true, isChartBuilderHorizontalView = true, onClickChartElement, }) {
     const [dashboard] = useContext(DashboardContext);
     const [schemaData] = useContext(SchemaDataContext);
     const { dashboardFilters } = useContext(DashboardFiltersContext);
@@ -92,6 +94,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
     const [orderedColumnNames, setOrderedColumnNames] = useState([]);
     const [selectedColumns, setSelectedColumns] = useState([]);
     const [selectedOrderedColumns, setSelectedOrderedColumns] = useState([]);
+    const [isSaveQueryModalOpen, setIsSaveQueryModalOpen] = useState(false);
     const [activeQuery, setActiveQuery] = useState('');
     const [, setActiveEditItem] = useState(null);
     const [openPopover, setOpenPopover] = useState(null);
@@ -133,11 +136,13 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
     const [theme] = useContext(ThemeContext);
     const [pivotRowField, setPivotRowField] = useState(undefined);
     const [pivotColumnField, setPivotColumnField] = useState(undefined);
-    const [pivotAggregations, setPivotAggregations] = useState(reportInfo?.pivot?.aggregations ?? [{
+    const [pivotAggregations, setPivotAggregations] = useState(reportInfo?.pivot?.aggregations ?? [
+        {
             valueField: reportInfo?.pivot?.valueField,
             valueField2: reportInfo?.pivot?.valueField2,
             aggregationType: reportInfo?.pivot?.aggregationType,
-        }]);
+        },
+    ]);
     const [pivotHint, setPivotHint] = useState('');
     /* eslint-disable-next-line */
     const [pivotError, setPivotError] = useState(undefined);
@@ -217,8 +222,10 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         ...newPivot,
         aggregations: newPivot.aggregations?.map((agg) => ({
             ...agg,
-            valueFieldType: searchColumns.find((c) => c.field === agg.valueField)?.jsType,
-            valueField2Type: searchColumns.find((c) => c.field === agg.valueField2)?.jsType,
+            valueFieldType: searchColumns.find((c) => c.field === agg.valueField)
+                ?.jsType,
+            valueField2Type: searchColumns.find((c) => c.field === agg.valueField2)
+                ?.jsType,
         })),
         valueField: newPivot.aggregations?.[0]?.valueField,
         valueField2: newPivot.aggregations?.[0]?.valueField2,
@@ -239,7 +246,9 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                 // set all percentage aggregations to undefined
                 setPivotAggregations(pivotAggregations.map((agg) => ({
                     ...agg,
-                    aggregationType: agg.aggregationType === 'percentage' ? undefined : agg.aggregationType,
+                    aggregationType: agg.aggregationType === 'percentage'
+                        ? undefined
+                        : agg.aggregationType,
                 })));
             }
             // check to see if the new rowField value is a date field
@@ -258,7 +267,9 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         }
         newPivot = setTypesOnPivot(newPivot, columns);
         setPivot(setTypesOnPivot(newPivot, columns));
-        if (newPivot.aggregations?.length === 0 || newPivot.aggregations?.some((agg) => !agg.aggregationType) || newPivot.aggregations?.some((agg) => !agg.valueField && agg.aggregationType !== 'count')) {
+        if (newPivot.aggregations?.length === 0 ||
+            newPivot.aggregations?.some((agg) => !agg.aggregationType) ||
+            newPivot.aggregations?.some((agg) => !agg.valueField && agg.aggregationType !== 'count')) {
             return;
         }
         const { valid, reason } = isValidPivot(newPivot);
@@ -290,7 +301,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                         label: newPivot.columnField,
                         format: 'string',
                     },
-                ], activeQuery, [], client, tenants, schemaData.customFields ?? [], undefined, dashboardName);
+                ], activeQuery, [], client, tenants, schemaData.customFields ?? {}, undefined, dashboardName);
             }
         }
         try {
@@ -559,7 +570,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         const dateColumnNames = dateColumns.map((column) => {
             return column.field;
         });
-        const dateRanges = await getQueryDateRangeByColumns(dateColumns, `Select ${dateColumnNames.join(', ')} from ${tableName}`, client, tenants, schemaData.customFields ?? [], dashboardName);
+        const dateRanges = await getQueryDateRangeByColumns(dateColumns, `Select ${dateColumnNames.join(', ')} from ${tableName}`, client, tenants, schemaData.customFields ?? {}, dashboardName);
         return dateRanges;
     };
     // It's just like getColumnsInPivot but we expand the columnField
@@ -621,7 +632,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
     };
     const onSchemaChange = async () => {
         try {
-            setOrderedColumnNames((schemaData.schema ?? []).flatMap((table) => table.columns
+            setOrderedColumnNames((schemaData.schemaWithCustomFields ?? []).flatMap((table) => table.columns
                 .map((c) => `${table.name}.${c.field}`)
                 .sort((a, b) => {
                 const aIsId = a.endsWith('.id') ||
@@ -639,7 +650,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                 return 0;
             })));
             if (initialTableName) {
-                await loadTable(schemaData.schema);
+                await loadTable(schemaData.schemaWithCustomFields);
             }
             setInitialLoad(false);
         }
@@ -658,7 +669,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                 if (!report || report.referencedTables?.length !== 1) {
                     throw new Error('Report not found');
                 }
-                const { ast: newAst, pivot: newPivot, schema: curSchema, } = await fetchASTFromQuillReport(report, client, schemaData.schema);
+                const { ast: newAst, pivot: newPivot, schema: curSchema, } = await fetchASTFromQuillReport(report, client, schemaData.schemaWithCustomFields);
                 setBaseAst({ ...newAst, where: null });
                 await fetchReportFromASTHelper({
                     baseAst: { ...newAst, where: null },
@@ -683,7 +694,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
     }, [dashboard[reportId || '']]);
     useEffect(() => {
         onSchemaChange();
-    }, [schemaData.schema, initialTableName, reportId]);
+    }, [schemaData.schemaWithCustomFields, initialTableName, reportId]);
     // Function to handle the insertion of expressions
     const handleInsertion = (value) => {
         const newFilterStack = [...filterStack];
@@ -744,13 +755,17 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         else if (pivot && pivot.rowField) {
             return [
                 { label: snakeAndCamelCaseToTitleCase(pivot.rowField) },
-                ...(pivot.aggregations ?? []).filter((a) => !!a.valueField).map((agg) => ({
+                ...(pivot.aggregations ?? [])
+                    .filter((a) => !!a.valueField)
+                    .map((agg) => ({
                     label: snakeAndCamelCaseToTitleCase(agg.valueField),
                 })),
             ];
         }
         else {
-            return (pivot?.aggregations ?? []).filter((a) => !!a.valueField).map((agg) => ({
+            return (pivot?.aggregations ?? [])
+                .filter((a) => !!a.valueField)
+                .map((agg) => ({
                 label: snakeAndCamelCaseToTitleCase(agg.valueField),
             }));
         }
@@ -916,7 +931,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
     };
     const fetchRowCountFromAST = async (ast, where) => {
         setRowCountIsLoading(true);
-        const tableData = await fetchTableByAST({ ...ast, where }, client, tenants, { page: REPORT_BUILDER_PAGINATION }, undefined, false, true, dashboardName);
+        const tableData = await fetchTableByAST({ ...ast, where }, client, tenants, { page: REPORT_BUILDER_PAGINATION }, schemaData.customFields, false, true, dashboardName);
         if (tableData.rowCount) {
             setNumberOfRows(tableData.rowCount);
             // @ts-ignore
@@ -1033,7 +1048,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
             reportBuilderInfo = await fetchReportBuilderDataFromAST({
                 baseAst,
                 formData: curFormData,
-                schema: curSchema ?? schemaData.schema,
+                schema: curSchema ?? schemaData.schemaWithCustomFields,
                 client,
                 tenants,
                 pivot: curPivot ?? pivot,
@@ -1069,8 +1084,15 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
             setErrorMessage('Failed to fetch');
             return;
         }
+        const cleanedReport = await cleanDashboardItem({
+            item: reportBuilderInfo.report,
+            dashboardFilters: specificDashboardFilters,
+            client,
+            customFields: schemaData.customFields,
+            skipPivotFetch: true,
+        });
         setTempReport({
-            ...reportBuilderInfo.report,
+            ...cleanedReport,
             pagination: REPORT_BUILDER_PAGINATION,
         });
         fetchRowCountFromAST(baseAst, curFormData);
@@ -1090,7 +1112,9 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         if (prevTable !== reportBuilderInfo.table) {
             setSelectedOrderedColumns([]); // reset selected ordered columns
         }
-        setPivot(reportBuilderInfo.pivot ? setTypesOnPivot(reportBuilderInfo.pivot, reportBuilderInfo.columns) : null);
+        setPivot(reportBuilderInfo.pivot
+            ? setTypesOnPivot(reportBuilderInfo.pivot, reportBuilderInfo.columns)
+            : null);
         if (!keepPivotHint) {
             setPivotHint('');
         }
@@ -1103,17 +1127,19 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         if (reportBuilderInfo.pivot) {
             setPivotRowField(reportBuilderInfo.pivot.rowField);
             setPivotColumnField(reportBuilderInfo.pivot.columnField);
-            setPivotAggregations(reportBuilderInfo.pivot.aggregations ?? [{
+            setPivotAggregations(reportBuilderInfo.pivot.aggregations ?? [
+                {
                     valueField: reportBuilderInfo.pivot.valueField,
                     valueField2: reportBuilderInfo.pivot.valueField2,
                     aggregationType: reportBuilderInfo.pivot.aggregationType,
-                }]);
+                },
+            ]);
         }
         else {
             setLoading(false);
         }
         setReportInfo(reportBuilderInfo.report);
-        const schema = curSchema ?? schemaData.schema;
+        const schema = curSchema ?? schemaData.schemaWithCustomFields;
         const tableInfo = schema.find((tableInfo) => tableInfo.name === reportBuilderInfo?.table);
         let query = reportBuilderInfo.query;
         if (!query && tableInfo) {
@@ -1206,7 +1232,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
             setLoading(true);
             setAskAILoading(true);
             setErrorMessage('');
-            astInfo = await fetchAndProcessASTFromPrompt(prompt, schemaData.schema, client, pivot ?? undefined, activeQuery, currentTable, dashboardName, tenants);
+            astInfo = await fetchAndProcessASTFromPrompt(prompt, schemaData.schemaWithCustomFields, client, pivot ?? undefined, activeQuery, currentTable, dashboardName, tenants);
             if (astInfo.error) {
                 throw new Error(astInfo.error);
             }
@@ -1228,7 +1254,7 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
         }
         const _tables = getTableNames(astInfo.ast);
         const _table = _tables[0] ? _tables[0] : '';
-        const _columns = schemaData.schema.find((table) => {
+        const _columns = schemaData.schemaWithCustomFields.find((table) => {
             return table.name === _table;
         })?.columns;
         // parse the whereAst first
@@ -1247,6 +1273,42 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
             curPivot: astInfo.pivot,
         });
     };
+    const pivotFormData = (pivot) => {
+        const yAxisField = pivot.columnField ?? disambiguatedValueField(pivot) ?? '';
+        const yAxisLabel = tempReport?.yAxisFields && tempReport?.yAxisFields?.length > 0
+            ? (tempReport.yAxisFields[0]?.label ?? '')
+            : (disambiguatedValueField(pivot) ?? '');
+        // date labels for pivots should be treated like strings since they are
+        const yAxisIsDate = pivot.columnField
+            ? isDateField(pivot.columnFieldType ?? '')
+            : false;
+        const chartType = tempReport?.chartType ?? (pivot.rowField ? 'column' : 'metric');
+        const result = {
+            pivot,
+            chartType: chartType,
+            xAxisField: pivot.rowField
+                ? pivot.rowField
+                : disambiguatedValueField(pivot),
+            xAxisFormat: isDateType(pivot.rowFieldType ?? '')
+                ? 'string'
+                : isNumberType(pivot.rowFieldType ?? '')
+                    ? 'whole_number'
+                    : 'string',
+            xAxisLabel: tempReport?.xAxisLabel || pivot.rowField,
+            yAxisFields: [
+                {
+                    field: yAxisField,
+                    label: yAxisLabel,
+                    format: yAxisIsDate
+                        ? 'string'
+                        : tempReport?.yAxisFields && tempReport?.yAxisFields?.length > 0
+                            ? (tempReport?.yAxisFields[0]?.format ?? 'whole_number')
+                            : (tempReport?.columns.find((col) => col.field === disambiguatedValueField(pivot))?.format ?? 'whole_number'),
+                },
+            ],
+        };
+        return result;
+    };
     const makePivotValid = (pivot, uniqueValuesForPivot, reportTable, reportColumns) => {
         if (!pivot) {
             return { pivot: null, hint: '' };
@@ -1359,7 +1421,8 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                 setOrderedColumnNames(newOrder);
                 const orderedSelectedColumns = [];
                 for (const value of newOrder) {
-                    const column = value.split('.')[1];
+                    const [, ...rest] = value.split('.'); // table.field
+                    const column = rest.join('.');
                     if (selectedColumns.includes(value)) {
                         orderedSelectedColumns.push(column);
                     }
@@ -1479,7 +1542,8 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                                     }
                                                     if (!openPopover) {
                                                         const value = orderedColumnNames[0];
-                                                        const column = value.split('.')[1];
+                                                        const [, ...rest] = value.split('.'); // table.field
+                                                        const column = rest.join('.');
                                                         const columnType = getColumnTypeByName(column);
                                                         if (isNumericColumnType(columnType)) {
                                                             const newSubtree = deepCopy(defaultNumericComparison);
@@ -1505,8 +1569,8 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                                                 setActiveEditItem(null);
                                                             }, 300);
                                                         }
-                                                    }, popoverTitle: "Add filter", popoverChildren: _jsx(FilterModal, { schema: schemaData.schema.find((s) => s.name === currentTable ||
-                                                            s.displayName === currentTable) ?? schemaData.schema[0], fieldValuesMap: fieldValuesMap, fieldValuesMapIsLoading: uniqueValuesIsLoading, onSubmitFilter: (filter) => {
+                                                    }, popoverTitle: "Add filter", popoverChildren: _jsx(FilterModal, { schema: schemaData.schemaWithCustomFields.find((s) => s.name === currentTable ||
+                                                            s.displayName === currentTable) ?? schemaData.schemaWithCustomFields[0], fieldValuesMap: fieldValuesMap, fieldValuesMapIsLoading: uniqueValuesIsLoading, onSubmitFilter: (filter) => {
                                                             setOpenPopover(null);
                                                             handleInsertion(filter);
                                                         }, onDeleteFilter: () => { }, ButtonComponent: ButtonComponent, SelectComponent: SelectComponent, TextInputComponent: TextInputComponent, MultiSelectComponent: MultiSelectComponent }) }) })] })] }), _jsxs("div", { style: { width: '100%' }, children: [_jsx(SidebarHeadingComponent, { label: "Pivot" }), _jsx(PivotModal, { pivotRowField: pivotRowField, setPivotRowField: setPivotRowField, pivotColumnField: pivotColumnField, setPivotColumnField: setPivotColumnField, pivotAggregations: pivotAggregations, setPivotAggregations: setPivotAggregations, createdPivots: createdPivots, setCreatedPivots: setCreatedPivots, recommendedPivots: recommendedPivots, setRecommendedPivots: setRecommendedPivots, popUpTitle: pivotPopUpTitle, setPopUpTitle: setPivotPopUpTitle, selectedTable: initialTableName, SubheaderComponent: SubHeaderComponent, DeleteButtonComponent: DeleteButtonComponent, SelectComponent: SelectComponent, ButtonComponent: ButtonComponent, CardComponent: CardComponent, SecondaryButtonComponent: SecondaryButtonComponent, PopoverComponent: PopoverComponent, TextComponent: TextComponent, ErrorMessageComponent: ErrorMessageComponent, PivotRowContainer: PivotRowContainer, PivotColumnContainer: PivotColumnContainer, LoadingComponent: LoadingComponent, isOpen: showPivotPopover, setIsOpen: setShowPivotPopover, showUpdatePivot: isEditingPivot, setShowUpdatePivot: setIsEditingPivot, parentRef: parentRef, data: rows, columns: columns, triggerButtonText: 'Add pivot', selectedPivotIndex: selectedPivotIndex, setSelectedPivotIndex: setSelectedPivotIndex, removePivot: () => {
@@ -1556,6 +1620,10 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                                 }
                                                 resetProcessing();
                                                 setPivotData(pivotTable || []);
+                                                setTempReport({
+                                                    ...tempReport,
+                                                    ...pivotFormData(processedPivot),
+                                                });
                                                 const formattedRows = formatRows(pivotTable.rows, columns, true, selectedPivot.aggregationType, dateBucket);
                                                 setFormattedRows(formattedRows);
                                                 setErrorMessage('');
@@ -1637,7 +1705,8 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                                     if (column === '')
                                                         return;
                                                     if (pivot) {
-                                                        const sortFieldType = pivot.aggregations?.some((agg) => column === agg.valueField || column === 'count') ? 'number'
+                                                        const sortFieldType = pivot.aggregations?.some((agg) => column === agg.valueField || column === 'count')
+                                                            ? 'number'
                                                             : pivot.rowFieldType;
                                                         const tempPivot = setTypesOnPivot({
                                                             ...pivot,
@@ -1781,8 +1850,80 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                             alignItems: 'center',
                                         }, children: [_jsx(ErrorMessageComponent, { errorMessage: errorMessage || pivotError || '' }), _jsx(SecondaryButtonComponent, { onClick: () => {
                                                     fetchAstFromPromptHelper();
-                                                }, label: 'Retry' }), _jsx(SecondaryButtonComponent, { onClick: clearAllState, label: 'Reset' })] })) : (_jsx("div", { style: { width: '100%' } })), baseAst && dataDisplayed && (_jsxs(_Fragment, { children: [onDiscardChanges && (_jsx(SecondaryButtonComponent, { onClick: onDiscardChanges, label: "Discard changes" })), !hideCopySQL && (_jsx(SecondaryButtonComponent, { label: isCopying ? 'Copied' : 'Copy SQL', onClick: () => copySQLToClipboard() })), _jsx(ButtonComponent, { onClick: async () => {
+                                                }, label: 'Retry' }), _jsx(SecondaryButtonComponent, { onClick: clearAllState, label: 'Reset' })] })) : (_jsx("div", { style: { width: '100%' } })), baseAst && dataDisplayed && (_jsxs(_Fragment, { children: [onDiscardChanges && (_jsx(SecondaryButtonComponent, { onClick: onDiscardChanges, label: "Discard changes" })), !hideCopySQL && (_jsx(SecondaryButtonComponent, { label: isCopying ? 'Copied' : 'Copy SQL', onClick: () => copySQLToClipboard() })), !isAdminEnabled ? null : (_jsx(SecondaryButtonComponent, { onClick: async () => {
+                                                    const tempReportColumns = selectedOrderedColumns.length > 0
+                                                        ? selectedOrderedColumns
+                                                            .map((columnName) => {
+                                                            return columns.find((col) => col.field === columnName);
+                                                        })
+                                                            .filter((col) => col !== undefined)
+                                                            .map((c) => reportInfo?.columns.find((col) => col.field === c.field))
+                                                            .filter((col) => col !== undefined)
+                                                        : (reportInfo?.columns.filter((col) => {
+                                                            return columns.find((c) => {
+                                                                return col.field === c.field;
+                                                            });
+                                                        }) ?? []);
+                                                    setTempReport({
+                                                        ...(reportInfo
+                                                            ? {
+                                                                ...reportInfo,
+                                                                ...tempReport,
+                                                                id: TEMP_REPORT_ID,
+                                                                dashboardName: 'quill-saved-queries',
+                                                                chartType: 'table',
+                                                                pivot: pivot,
+                                                                yAxisFields: reportInfo?.pivot && !pivot
+                                                                    ? []
+                                                                    : reportInfo?.yAxisFields,
+                                                                columns: isSelectedAllColumns()
+                                                                    ? // if SELECT *, filter out custom fields from tabular view
+                                                                        // so Automatic Custom Fields can be applied
+                                                                        tempReportColumns.filter((col) => {
+                                                                            return !schemaData.customFields?.[currentTable]?.some((field) => {
+                                                                                return field.field === col.field;
+                                                                            });
+                                                                        })
+                                                                    : tempReportColumns,
+                                                                queryString: isSelectedAllColumns()
+                                                                    ? convertQueryToSelectStar(activeQuery)
+                                                                    : activeQuery,
+                                                                includeCustomFields: isSelectedAllColumns(),
+                                                                rows: rows,
+                                                                pivotRows: pivotData?.rows,
+                                                                pivotColumns: pivotData?.columns,
+                                                                pivotRowCount: pivotData?.rowCount,
+                                                                pivotQuery: pivotData?.pivotQuery,
+                                                                comparisonPivotQuery: pivotData?.comparisonPivotQuery,
+                                                                flags: reportInfo?.flags ?? tempReport?.flags,
+                                                            }
+                                                            : {
+                                                                ...tempReport,
+                                                                chartType: 'table',
+                                                                id: TEMP_REPORT_ID,
+                                                                flags: tempReport?.flags,
+                                                            }),
+                                                    });
+                                                    setIsSaveQueryModalOpen(true);
+                                                }, disabled: !!errorMessage ||
+                                                    !!pivotError ||
+                                                    tableLoading ||
+                                                    loading ||
+                                                    unresolvedReportMessage, label: 'Save query', tooltipText: unresolvedReportMessage })), _jsx(ButtonComponent, { onClick: async () => {
                                                     onSaveChanges && onSaveChanges();
+                                                    const tempReportColumns = selectedOrderedColumns.length > 0
+                                                        ? selectedOrderedColumns
+                                                            .map((columnName) => {
+                                                            return columns.find((col) => col.field === columnName);
+                                                        })
+                                                            .filter((col) => col !== undefined)
+                                                            .map((c) => reportInfo?.columns.find((col) => col.field === c.field))
+                                                            .filter((col) => col !== undefined)
+                                                        : (reportInfo?.columns.filter((col) => {
+                                                            return columns.find((c) => {
+                                                                return col.field === c.field;
+                                                            });
+                                                        }) ?? []);
                                                     setTempReport({
                                                         ...(reportInfo
                                                             ? {
@@ -1794,20 +1935,19 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                                                                 yAxisFields: reportInfo?.pivot && !pivot
                                                                     ? []
                                                                     : reportInfo?.yAxisFields,
-                                                                columns: selectedOrderedColumns.length > 0
-                                                                    ? selectedOrderedColumns
-                                                                        .map((columnName) => {
-                                                                        return columns.find((col) => col.field === columnName);
-                                                                    })
-                                                                        .filter((col) => col !== undefined)
-                                                                        .map((c) => reportInfo?.columns.find((col) => col.field === c.field))
-                                                                        .filter((col) => col !== undefined)
-                                                                    : reportInfo?.columns.filter((col) => {
-                                                                        return columns.find((c) => {
-                                                                            return col.field === c.field;
-                                                                        });
-                                                                    }),
-                                                                queryString: activeQuery,
+                                                                columns: isSelectedAllColumns()
+                                                                    ? // if SELECT *, filter out custom fields from tabular view
+                                                                        // so Automatic Custom Fields can be applied
+                                                                        tempReportColumns.filter((col) => {
+                                                                            return !schemaData.customFields?.[currentTable]?.some((field) => {
+                                                                                return field.field === col.field;
+                                                                            });
+                                                                        })
+                                                                    : tempReportColumns,
+                                                                queryString: isSelectedAllColumns()
+                                                                    ? convertQueryToSelectStar(activeQuery)
+                                                                    : activeQuery,
+                                                                includeCustomFields: isSelectedAllColumns(),
                                                                 rows: rows,
                                                                 pivotRows: pivotData?.rows,
                                                                 pivotColumns: pivotData?.columns,
@@ -1831,7 +1971,9 @@ SidebarComponent = QuillSidebar, ContainerComponent = CustomContainer, SelectCol
                     ? chartBuilderTitle
                     : reportId
                         ? 'Save changes'
-                        : 'Add to dashboard', isHorizontalView: true, isOpen: isChartBuilderOpen, setIsOpen: setIsChartBuilderOpen, onAddToDashboardComplete: reportId ? onSubmitEditReport : onSubmitCreateReport, organizationName: organizationName, initialUniqueValues: uniqueValues[currentTable], initialUniqueValuesIsLoading: uniqueValuesIsLoading, pivotRecommendationsEnabled: pivotRecommendationsEnabledState, SelectComponent: SelectComponent, TextInputComponent: TextInputComponent, ButtonComponent: ButtonComponent, SecondaryButtonComponent: SecondaryButtonComponent, HeaderComponent: HeaderComponent, SubHeaderComponent: SubHeaderComponent, LabelComponent: LabelComponent, TextComponent: TextComponent, CardComponent: CardComponent, ModalComponent: ChartBuilderModalComponent, PopoverComponent: PopoverComponent, TableComponent: TableComponent, DeleteButtonComponent: DeleteButtonComponent, LoadingComponent: LoadingComponent, ChartBuilderInputRowContainer: ChartBuilderInputRowContainer, ChartBuilderInputColumnContainer: ChartBuilderInputColumnContainer, FormContainer: ChartBuilderFormContainer, hideDateRangeFilter: true, hideDeleteButton: true, buttonLabel: !!reportId ? 'Save changes' : 'Add to dashboard', onClickChartElement: onClickChartElement, filtersEnabled: filtersEnabled, onFiltersEnabledChanged: (enabled) => {
+                        : 'Add to dashboard', isHorizontalView: true, isOpen: isChartBuilderOpen, setIsOpen: setIsChartBuilderOpen, onAddToDashboardComplete: reportId ? onSubmitEditReport : onSubmitCreateReport, organizationName: organizationName, initialUniqueValues: uniqueValues[currentTable], initialUniqueValuesIsLoading: uniqueValuesIsLoading, pivotRecommendationsEnabled: pivotRecommendationsEnabledState, SelectComponent: SelectComponent, TextInputComponent: TextInputComponent, ButtonComponent: ButtonComponent, SecondaryButtonComponent: SecondaryButtonComponent, HeaderComponent: HeaderComponent, SubHeaderComponent: SubHeaderComponent, LabelComponent: LabelComponent, TextComponent: TextComponent, CardComponent: CardComponent, ModalComponent: ChartBuilderModalComponent, PopoverComponent: PopoverComponent, TableComponent: TableComponent, DeleteButtonComponent: DeleteButtonComponent, LoadingComponent: LoadingComponent, ChartBuilderInputRowContainer: ChartBuilderInputRowContainer, ChartBuilderInputColumnContainer: ChartBuilderInputColumnContainer, CheckboxComponent: CheckboxComponent, FormContainer: ChartBuilderFormContainer, hideDateRangeFilter: true, hideDeleteButton: true, buttonLabel: !!reportId ? 'Save changes' : 'Add to dashboard', onClickChartElement: onClickChartElement, filtersEnabled: filtersEnabled, onFiltersEnabledChanged: (enabled) => {
                     setFiltersEnabled(enabled);
-                }, isEditingMode: true }))] }));
+                }, isEditingMode: true })), isSaveQueryModalOpen && (_jsx(ChartBuilderWithModal, { isHorizontalView: false, hideTableView: true, hideChartView: true, hidePivotForm: true, hideChartType: true, isOpen: isSaveQueryModalOpen, setIsOpen: setIsSaveQueryModalOpen, onAddToDashboardComplete: onSubmitSaveQuery, destinationDashboard: 'quill-saved-queries', isAdmin: false, title: 'Save query', buttonLabel: 'Save query', tempReport: tempReport, reportId: reportId, organizationName: organizationName, CardComponent: CardComponent, TableComponent: TableComponent, ModalComponent: ModalComponent, ButtonComponent: ButtonComponent, TextInputComponent: TextInputComponent, SelectComponent: SelectComponent, SecondaryButtonComponent: SecondaryButtonComponent, HeaderComponent: HeaderComponent, SubHeaderComponent: SubHeaderComponent, LabelComponent: LabelComponent, TextComponent: TextComponent, PopoverComponent: PopoverComponent, DeleteButtonComponent: DeleteButtonComponent, LoadingComponent: LoadingComponent, ChartBuilderInputRowContainer: ChartBuilderInputRowContainer, ChartBuilderInputColumnContainer: ChartBuilderInputColumnContainer, ErrorMessageComponent: ErrorMessageComponent, PivotRowContainer: PivotRowContainer, PivotColumnContainer: PivotColumnContainer, FormContainer: ChartBuilderFormContainer, CheckboxComponent: CheckboxComponent, hideDateRangeFilter: true, hideDeleteButton: true, hideDiscardChanges: true, hideSQLQuery: false, onClickChartElement: onClickChartElement, 
+                // hide filters table, make it a table chart etc
+                filtersEnabled: filtersEnabled, onFiltersEnabledChanged: (enabled) => setFiltersEnabled(enabled), isEditingMode: true }))] }));
 }

package/dist/esm/SQLEditor.d.ts

@@ -97,6 +97,12 @@ export interface SQLEditorProps {
         popoverTitle?: string;
         popoverChildren: ReactNode;
     }) => JSX.Element;
+    /** A checkbox component. */
+    CheckboxComponent?: (props: {
+        isChecked: boolean;
+        label: string;
+        onChange: (event: React.ChangeEvent<HTMLInputElement>) => void;
+    }) => JSX.Element;
     /** A label component. */
     LabelComponent?: (props: {
         label: string;
@@ -175,6 +181,7 @@ export interface SQLEditorProps {
      * A callback that is fired when a report has been added to a dashboard.
      */
     onAddToDashboardComplete?: (report: QuillReport) => void;
+    onSaveQueryComplete?: (report: QuillReport) => void;
     /** A callback function triggered when a chart element is clicked */
     onClickChartElement?: (event: any) => void;
     /**
@@ -275,7 +282,7 @@ export interface SQLEditorProps {
  * ### SQLEditor API
  * @see https://docs.quillsql.com/components/sql-editor
  */
-export default function SQLEditor({ ButtonComponent, SecondaryButtonComponent, DeleteButtonComponent, TextInputComponent, SelectComponent, TableComponent, isNewQueryEnabled, LoadingComponent, ModalComponent, PopoverComponent, CardComponent, LabelComponent, HeaderComponent, SubHeaderComponent, TextComponent, ErrorMessageComponent, ChartBuilderInputRowContainer, ChartBuilderInputColumnContainer, PivotRowContainer, PivotColumnContainer, ChartBuilderFormContainer, defaultQuery, destinationDashboard, onChangeQuery, onChangeData, onChangeColumns, onChangeFields, onDiscardChanges, onSaveChanges, onCloseChartBuilder, isChartBuilderEnabled, isAdminEnabled, chartBuilderTitle, runQueryOnMount, onAddToDashboardComplete, addToDashboardButtonLabel, report, organizationName, isChartBuilderHorizontalView, containerStyle, className, onClickChartElement, }: SQLEditorProps): import("react/jsx-runtime").JSX.Element;
+export default function SQLEditor({ ButtonComponent, SecondaryButtonComponent, DeleteButtonComponent, TextInputComponent, SelectComponent, TableComponent, isNewQueryEnabled, LoadingComponent, ModalComponent, PopoverComponent, CardComponent, LabelComponent, HeaderComponent, SubHeaderComponent, TextComponent, ErrorMessageComponent, ChartBuilderInputRowContainer, ChartBuilderInputColumnContainer, PivotRowContainer, PivotColumnContainer, ChartBuilderFormContainer, CheckboxComponent, defaultQuery, destinationDashboard, onChangeQuery, onChangeData, onChangeColumns, onChangeFields, onDiscardChanges, onSaveChanges, onCloseChartBuilder, isChartBuilderEnabled, isAdminEnabled, chartBuilderTitle, runQueryOnMount, onAddToDashboardComplete, onSaveQueryComplete, addToDashboardButtonLabel, report, organizationName, isChartBuilderHorizontalView, containerStyle, className, onClickChartElement, }: SQLEditorProps): import("react/jsx-runtime").JSX.Element;
 export declare const SchemaListComponent: ({ schema, theme, loading, LoadingComponent, width, onClick, style, }: {
     schema: any;
     theme: any;

package/dist/esm/SQLEditor.d.ts.map

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