@robosystems/report-components 0.1.0 → 0.1.1

package/dist/index.js

@@ -1,24 +1,492 @@
-/**
- * `@robosystems/report-components` — public API.
- *
- * Render XBRL-grade financial statements from any source behind a thin adapter:
- *
- *   import { ReportView } from '@robosystems/report-components'
- *   import { trigFileAdapter } from '@robosystems/report-components/adapters'
- *
- *   const report = await trigFileAdapter(trigText).load()
- *   <ReportView report={report} />
- */
-// Model + reconstruction + formatting
-export { BLOCK_ORDER, BLOCK_TITLES, NS, humanize, qname } from './constants';
-export * from './format';
-export * from './model';
-export * from './project';
-// Components
-export { FactInspector } from './components/FactInspector';
-export { ReportView } from './components/ReportView';
-export { StatementTable } from './components/StatementTable';
-// Adapters (also available at the `/adapters` subpath)
-export { cypherAdapter } from './adapters/cypher';
-export { parseTrig, trigFileAdapter } from './adapters/trig';
+import { BLOCK_ORDER, BLOCK_TITLES, humanize, qname } from './chunk-K67BB5QI.js';
+export { BLOCK_ORDER, BLOCK_TITLES, NS, cypherAdapter, humanize, parseTrig, qname, trigFileAdapter } from './chunk-K67BB5QI.js';
+import { jsxs, jsx, Fragment } from 'react/jsx-runtime';
+import { useMemo, useState } from 'react';
+
+// src/format.ts
+function formatMoney(value, opts = {}) {
+  if (value === null || value === void 0 || Number.isNaN(value)) return "\u2014";
+  const symbol = opts.currencySymbol ?? "$";
+  const abs = Math.abs(value).toLocaleString("en-US", {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2
+  });
+  return value < 0 ? `${symbol}(${abs})` : `${symbol}${abs}`;
+}
+var MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
+function formatDate(iso) {
+  if (!iso) return "";
+  const m = /^(\d{4})-(\d{2})-(\d{2})/.exec(iso);
+  if (!m) return iso;
+  const [, year, month, day] = m;
+  const idx = Number(month) - 1;
+  return `${MONTHS[idx] ?? month} ${Number(day)}, ${year}`;
+}
+function formatPeriod(period) {
+  if (period.type === "instant") {
+    return `As of ${formatDate(period.instant ?? period.end)}`;
+  }
+  return `${formatDate(period.startDate)} \u2013 ${formatDate(period.endDate ?? period.end)}`;
+}
+
+// src/project.ts
+function fallbackElement(id) {
+  return {
+    id,
+    qname: qname(id),
+    label: humanize(id),
+    balance: null,
+    periodType: null,
+    abstract: false,
+    monetary: false
+  };
+}
+function presentationOrder(model, structureId) {
+  const children = /* @__PURE__ */ new Map();
+  const froms = /* @__PURE__ */ new Set();
+  const tos = /* @__PURE__ */ new Set();
+  for (const assoc of model.presAssociations) {
+    if (assoc.structure !== structureId) continue;
+    const kids = children.get(assoc.parent) ?? [];
+    kids.push([assoc.order, assoc.child]);
+    children.set(assoc.parent, kids);
+    froms.add(assoc.parent);
+    tos.add(assoc.child);
+  }
+  for (const kids of children.values()) {
+    kids.sort((a, b) => a[0] - b[0]);
+  }
+  const out = /* @__PURE__ */ new Map();
+  const seen = /* @__PURE__ */ new Set();
+  let counter = 0;
+  const walk = (node, depth) => {
+    if (seen.has(node)) return;
+    seen.add(node);
+    for (const [, child] of children.get(node) ?? []) {
+      walk(child, depth + 1);
+    }
+    out.set(node, { order: counter, depth });
+    counter += 1;
+  };
+  const rootKey = (root) => {
+    const kids = children.get(root);
+    return kids && kids.length ? kids[0][0] : 0;
+  };
+  const roots = [...froms].filter((f) => !tos.has(f)).sort((a, b) => rootKey(a) - rootKey(b));
+  for (const root of roots) walk(root, 0);
+  return out;
+}
+function calcSubtotals(model) {
+  const out = /* @__PURE__ */ new Set();
+  for (const assoc of model.calcAssociations) out.add(assoc.parent);
+  return out;
+}
+function structureForBlock(model, blockType) {
+  return model.structures.find((s) => s.blockType === blockType) ?? null;
+}
+function columnLabel(period) {
+  return formatDate(period.end);
+}
+function deriveColumns(model, facts) {
+  const byEnd = /* @__PURE__ */ new Map();
+  for (const fact of facts) {
+    const period = model.periods[fact.period];
+    if (!period || !period.end) continue;
+    const existing = byEnd.get(period.end);
+    if (!existing || existing.type === "instant" && period.type === "duration") {
+      byEnd.set(period.end, period);
+    }
+  }
+  return [...byEnd.values()].sort((a, b) => {
+    const aStart = a.startDate ?? a.end;
+    const bStart = b.startDate ?? b.end;
+    return aStart.localeCompare(bStart) || a.end.localeCompare(b.end);
+  }).map((period) => ({ key: period.end, label: columnLabel(period), period }));
+}
+function buildStatement(model, ib, subtotals) {
+  const structure = structureForBlock(model, ib.blockType);
+  const order = structure ? presentationOrder(model, structure.id) : /* @__PURE__ */ new Map();
+  const facts = model.facts.filter((f) => f.factSet !== null && f.factSet === ib.factSet);
+  const columns = deriveColumns(model, facts);
+  const colIndex = new Map(columns.map((c, i) => [c.key, i]));
+  const cellsByElement = /* @__PURE__ */ new Map();
+  for (const fact of facts) {
+    const period = model.periods[fact.period];
+    if (!period) continue;
+    const idx = colIndex.get(period.end);
+    if (idx === void 0) continue;
+    let cells = cellsByElement.get(fact.element);
+    if (!cells) {
+      cells = columns.map(() => ({ value: null, fact: null }));
+      cellsByElement.set(fact.element, cells);
+    }
+    cells[idx] = { value: fact.value, fact };
+  }
+  const rows = [...cellsByElement.keys()].map((id) => {
+    const entry = order.get(id);
+    return {
+      id,
+      order: entry ? entry.order : Number.MAX_SAFE_INTEGER,
+      depth: entry ? entry.depth : 0
+    };
+  }).sort((a, b) => a.order - b.order || a.id.localeCompare(b.id)).map(({ id, depth }) => ({
+    element: model.elements[id] ?? fallbackElement(id),
+    depth,
+    isSubtotal: subtotals.has(id),
+    cells: cellsByElement.get(id)
+  }));
+  return {
+    ib,
+    blockType: ib.blockType,
+    title: BLOCK_TITLES[ib.blockType] ?? ib.label ?? ib.blockType,
+    structureName: structure?.structureName ?? ib.label ?? null,
+    columns,
+    rows
+  };
+}
+function buildStatements(model) {
+  const subtotals = calcSubtotals(model);
+  return [...model.informationBlocks].sort(
+    (a, b) => (BLOCK_ORDER[a.blockType] ?? 99) - (BLOCK_ORDER[b.blockType] ?? 99) || a.blockType.localeCompare(b.blockType)
+  ).map((ib) => buildStatement(model, ib, subtotals));
+}
+function footCheck(model, statement, elementId, columnIndex) {
+  const kids = model.calcAssociations.filter((a) => a.parent === elementId);
+  if (!kids.length) return null;
+  const valueOf = (id) => {
+    const row = statement.rows.find((r) => r.element.id === id);
+    return row ? row.cells[columnIndex]?.value ?? null : null;
+  };
+  const terms = kids.slice().sort((a, b) => a.order - b.order).map((a) => ({
+    element: model.elements[a.child] ?? fallbackElement(a.child),
+    weight: a.weight,
+    value: valueOf(a.child)
+  }));
+  const present = terms.filter((t) => t.value !== null);
+  const expected = present.length ? present.reduce((sum, t) => sum + t.value * t.weight, 0) : null;
+  const actual = valueOf(elementId);
+  const ok = expected !== null && actual !== null && Math.abs(expected - actual) < 5e-3;
+  return {
+    element: model.elements[elementId] ?? fallbackElement(elementId),
+    columnIndex,
+    terms,
+    expected,
+    actual,
+    ok
+  };
+}
+var styles = {
+  panel: {
+    fontFamily: "var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)",
+    color: "var(--rs-text, #111827)",
+    border: "1px solid var(--rs-border, #e5e7eb)",
+    borderRadius: "12px",
+    padding: "1rem 1.25rem",
+    background: "var(--rs-panel-bg, #ffffff)",
+    boxShadow: "0 1px 3px rgba(0,0,0,0.08)"
+  },
+  header: {
+    display: "flex",
+    justifyContent: "space-between",
+    alignItems: "flex-start",
+    gap: "1rem",
+    marginBottom: "0.75rem"
+  },
+  label: { fontSize: "1rem", fontWeight: 700, margin: 0 },
+  qname: {
+    fontFamily: "var(--rs-font-mono, ui-monospace, monospace)",
+    fontSize: "0.8rem",
+    color: "var(--rs-primary-700, #1d4ed8)"
+  },
+  close: {
+    border: "none",
+    background: "transparent",
+    fontSize: "1.25rem",
+    lineHeight: 1,
+    cursor: "pointer",
+    color: "var(--rs-muted, #6b7280)"
+  },
+  grid: {
+    display: "grid",
+    gridTemplateColumns: "auto 1fr",
+    gap: "0.35rem 1rem",
+    fontSize: "0.85rem",
+    margin: "0.5rem 0"
+  },
+  key: { color: "var(--rs-muted, #6b7280)" },
+  mono: { fontFamily: "var(--rs-font-mono, ui-monospace, monospace)" },
+  footing: {
+    marginTop: "0.85rem",
+    paddingTop: "0.75rem",
+    borderTop: "1px solid var(--rs-border, #e5e7eb)"
+  },
+  footTitle: {
+    fontSize: "0.75rem",
+    textTransform: "uppercase",
+    letterSpacing: "0.05em",
+    color: "var(--rs-muted, #6b7280)",
+    marginBottom: "0.4rem"
+  },
+  equation: {
+    fontFamily: "var(--rs-font-mono, ui-monospace, monospace)",
+    fontSize: "0.85rem",
+    lineHeight: 1.6
+  }
+};
+function Field({ k, children }) {
+  return /* @__PURE__ */ jsxs(Fragment, { children: [
+    /* @__PURE__ */ jsx("span", { style: styles.key, children: k }),
+    /* @__PURE__ */ jsx("span", { children })
+  ] });
+}
+function FactInspector({
+  report,
+  statement,
+  row,
+  columnIndex,
+  onClose,
+  currencySymbol = "$"
+}) {
+  const { element } = row;
+  const cell = row.cells[columnIndex];
+  const column = statement.columns[columnIndex];
+  const unit = cell.fact?.unit ? report.units[cell.fact.unit] : null;
+  const foot = footCheck(report, statement, element.id, columnIndex);
+  const sym = currencySymbol;
+  return /* @__PURE__ */ jsxs("div", { style: styles.panel, children: [
+    /* @__PURE__ */ jsxs("div", { style: styles.header, children: [
+      /* @__PURE__ */ jsxs("div", { children: [
+        /* @__PURE__ */ jsx("p", { style: styles.label, children: element.label }),
+        /* @__PURE__ */ jsx("span", { style: styles.qname, children: element.qname })
+      ] }),
+      onClose ? /* @__PURE__ */ jsx("button", { style: styles.close, onClick: onClose, "aria-label": "Close", children: "\xD7" }) : null
+    ] }),
+    /* @__PURE__ */ jsxs("div", { style: styles.grid, children: [
+      /* @__PURE__ */ jsx(Field, { k: "Value", children: /* @__PURE__ */ jsx("span", { style: styles.mono, children: formatMoney(cell.value, { currencySymbol: sym }) }) }),
+      /* @__PURE__ */ jsxs(Field, { k: "Period", children: [
+        formatPeriod(column.period),
+        " ",
+        /* @__PURE__ */ jsxs("span", { style: styles.key, children: [
+          "(",
+          column.period.type,
+          ")"
+        ] })
+      ] }),
+      /* @__PURE__ */ jsx(Field, { k: "Unit", children: unit ? unit.label : "\u2014" }),
+      element.balance ? /* @__PURE__ */ jsx(Field, { k: "Balance", children: element.balance }) : null,
+      cell.fact?.decimals ? /* @__PURE__ */ jsx(Field, { k: "Decimals", children: cell.fact.decimals }) : null
+    ] }),
+    foot ? /* @__PURE__ */ jsxs("div", { style: styles.footing, children: [
+      /* @__PURE__ */ jsxs("div", { style: styles.footTitle, children: [
+        "Calculation ",
+        foot.ok ? "\u2713 foots" : "\u26A0 does not foot"
+      ] }),
+      /* @__PURE__ */ jsxs("div", { style: styles.equation, children: [
+        foot.terms.map((term, i) => {
+          const op = i === 0 ? term.weight < 0 ? "\u2212" : "" : term.weight < 0 ? " \u2212 " : " + ";
+          return /* @__PURE__ */ jsxs("span", { title: term.element.qname, children: [
+            op,
+            formatMoney(term.value === null ? 0 : Math.abs(term.value), {
+              currencySymbol: sym
+            })
+          ] }, term.element.id);
+        }),
+        " = ",
+        /* @__PURE__ */ jsx("strong", { children: formatMoney(foot.expected, { currencySymbol: sym }) }),
+        " ",
+        foot.ok ? /* @__PURE__ */ jsx("span", { style: { color: "var(--rs-success, #00875a)" }, children: "\u2713" }) : /* @__PURE__ */ jsxs("span", { style: { color: "var(--rs-error, #dc2626)" }, children: [
+          "\u2717 (reported ",
+          formatMoney(foot.actual, { currencySymbol: sym }),
+          ")"
+        ] })
+      ] })
+    ] }) : null
+  ] });
+}
+var styles2 = {
+  wrap: {
+    fontFamily: "var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)",
+    color: "var(--rs-text, #111827)",
+    marginBottom: "2.5rem"
+  },
+  heading: {
+    textAlign: "center",
+    marginBottom: "1rem"
+  },
+  title: {
+    fontFamily: "var(--rs-font-heading, var(--rs-font-sans, sans-serif))",
+    fontSize: "1.15rem",
+    fontWeight: 700,
+    letterSpacing: "0.02em",
+    margin: 0
+  },
+  subtitle: {
+    fontSize: "0.85rem",
+    color: "var(--rs-muted, #6b7280)",
+    marginTop: "0.25rem"
+  },
+  table: {
+    width: "100%",
+    borderCollapse: "collapse",
+    fontSize: "0.875rem"
+  },
+  th: {
+    borderBottom: "2px solid var(--rs-border-strong, #9ca3af)",
+    padding: "0.5rem 0.75rem",
+    fontWeight: 600,
+    color: "var(--rs-muted, #6b7280)",
+    fontSize: "0.8rem"
+  },
+  thConcept: { textAlign: "left" },
+  thNum: { textAlign: "right", whiteSpace: "nowrap" },
+  labelCell: {
+    padding: "0.3rem 0.75rem",
+    whiteSpace: "normal"
+  },
+  numCell: {
+    padding: "0.3rem 0.75rem",
+    textAlign: "right",
+    whiteSpace: "nowrap",
+    fontFamily: "var(--rs-font-mono, ui-monospace, SFMono-Regular, monospace)",
+    fontVariantNumeric: "tabular-nums"
+  }
+};
+function StatementTable({
+  statement,
+  onCellClick,
+  currencySymbol = "$",
+  selected = null
+}) {
+  const { columns, rows } = statement;
+  const periodCaption = columns.length === 1 ? formatPeriod(columns[0].period) : null;
+  return /* @__PURE__ */ jsxs("section", { style: styles2.wrap, children: [
+    /* @__PURE__ */ jsxs("header", { style: styles2.heading, children: [
+      /* @__PURE__ */ jsx("h3", { style: styles2.title, children: statement.title }),
+      statement.structureName ? /* @__PURE__ */ jsx("div", { style: styles2.subtitle, children: statement.structureName }) : null,
+      periodCaption ? /* @__PURE__ */ jsx("div", { style: styles2.subtitle, children: periodCaption }) : null
+    ] }),
+    /* @__PURE__ */ jsxs("table", { style: styles2.table, children: [
+      /* @__PURE__ */ jsx("thead", { children: /* @__PURE__ */ jsxs("tr", { children: [
+        /* @__PURE__ */ jsx("th", { style: { ...styles2.th, ...styles2.thConcept }, children: "Concept" }),
+        columns.map((col) => /* @__PURE__ */ jsx("th", { style: { ...styles2.th, ...styles2.thNum }, children: col.label }, col.key))
+      ] }) }),
+      /* @__PURE__ */ jsx("tbody", { children: rows.map((row) => {
+        const isGrandTotal = row.isSubtotal && row.depth === 0;
+        const allZeroOrNull = row.cells.every((c) => c.value === null || c.value === 0);
+        const rowStyle = {
+          backgroundColor: row.isSubtotal ? "var(--rs-subtotal-bg, #f9fafb)" : void 0
+        };
+        const labelStyle = {
+          ...styles2.labelCell,
+          paddingLeft: `${row.depth * 20 + 12}px`,
+          fontWeight: row.isSubtotal ? 600 : 400,
+          color: !row.isSubtotal && allZeroOrNull ? "var(--rs-muted, #9ca3af)" : void 0,
+          borderBottom: isGrandTotal ? "3px double var(--rs-text, #111827)" : void 0
+        };
+        return /* @__PURE__ */ jsxs("tr", { style: rowStyle, children: [
+          /* @__PURE__ */ jsx("td", { style: labelStyle, title: row.element.qname, children: row.element.label }),
+          row.cells.map((cell, i) => {
+            const isSelected = selected !== null && selected.elementId === row.element.id && selected.columnIndex === i;
+            const clickable = onCellClick && cell.fact !== null;
+            const numStyle = {
+              ...styles2.numCell,
+              fontWeight: row.isSubtotal ? 600 : 400,
+              borderBottom: isGrandTotal ? "3px double var(--rs-text, #111827)" : void 0,
+              cursor: clickable ? "pointer" : "default",
+              backgroundColor: isSelected ? "var(--rs-selected-bg, #dbeafe)" : void 0,
+              color: !row.isSubtotal && (cell.value === null || cell.value === 0) ? "var(--rs-muted, #9ca3af)" : void 0
+            };
+            return /* @__PURE__ */ jsx(
+              "td",
+              {
+                style: numStyle,
+                onClick: clickable ? () => onCellClick?.(row, i) : void 0,
+                children: formatMoney(cell.value, { currencySymbol })
+              },
+              columns[i].key
+            );
+          })
+        ] }, row.element.id);
+      }) })
+    ] })
+  ] });
+}
+var styles3 = {
+  layout: {
+    display: "grid",
+    gridTemplateColumns: "minmax(0, 1fr)",
+    gap: "1.5rem",
+    alignItems: "start"
+  },
+  layoutWithPanel: {
+    gridTemplateColumns: "minmax(0, 1fr) 340px"
+  },
+  entity: {
+    fontFamily: "var(--rs-font-heading, var(--rs-font-sans, sans-serif))",
+    textAlign: "center",
+    marginBottom: "1.5rem"
+  },
+  entityName: {
+    fontSize: "1.5rem",
+    fontWeight: 700,
+    margin: 0,
+    color: "var(--rs-text, #111827)"
+  },
+  entitySub: { fontSize: "0.85rem", color: "var(--rs-muted, #6b7280)" },
+  panel: { position: "sticky", top: "1rem" }
+};
+function ReportView({ report, currencySymbol = "$", inspect = true }) {
+  const statements = useMemo(() => buildStatements(report), [report]);
+  const [selection, setSelection] = useState(null);
+  const selected = selection !== null ? statements[selection.statementIndex] : null;
+  const selectedRow = selected?.rows.find((r) => r.element.id === selection?.elementId) ?? null;
+  return /* @__PURE__ */ jsxs("div", { children: [
+    report.entity ? /* @__PURE__ */ jsxs("header", { style: styles3.entity, children: [
+      /* @__PURE__ */ jsx("h2", { style: styles3.entityName, children: report.entity.name }),
+      report.entity.country ? /* @__PURE__ */ jsx("div", { style: styles3.entitySub, children: report.entity.country }) : null
+    ] }) : null,
+    /* @__PURE__ */ jsxs(
+      "div",
+      {
+        style: {
+          ...styles3.layout,
+          ...inspect && selectedRow ? styles3.layoutWithPanel : {}
+        },
+        children: [
+          /* @__PURE__ */ jsx("div", { children: statements.map((statement, statementIndex) => /* @__PURE__ */ jsx(
+            StatementTable,
+            {
+              statement,
+              currencySymbol,
+              selected: selection && selection.statementIndex === statementIndex ? {
+                elementId: selection.elementId,
+                columnIndex: selection.columnIndex
+              } : null,
+              onCellClick: inspect ? (row, columnIndex) => setSelection({
+                statementIndex,
+                elementId: row.element.id,
+                columnIndex
+              }) : void 0
+            },
+            statement.ib.id
+          )) }),
+          inspect && selected && selectedRow && selection ? /* @__PURE__ */ jsx("div", { style: styles3.panel, children: /* @__PURE__ */ jsx(
+            FactInspector,
+            {
+              report,
+              statement: selected,
+              row: selectedRow,
+              columnIndex: selection.columnIndex,
+              currencySymbol,
+              onClose: () => setSelection(null)
+            }
+          ) }) : null
+        ]
+      }
+    )
+  ] });
+}
+
+export { FactInspector, ReportView, StatementTable, buildStatements, calcSubtotals, footCheck, formatDate, formatMoney, formatPeriod, presentationOrder };
+//# sourceMappingURL=index.js.map
 //# sourceMappingURL=index.js.map

package/dist/index.js.map

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* Pure formatting helpers shared by the projection and the components. No React\n * here, so the projection can depend on it without pulling in a renderer.\n */\nimport type { PeriodInfo } from './model'\n\n/**\n * Accounting-style money: negatives in parentheses, no sign, an em-dash for\n * absent values. Matches the RoboLedger statement renderer.\n */\nexport function formatMoney(\n  value: number | null | undefined,\n  opts: { currencySymbol?: string } = {}\n): string {\n  if (value === null || value === undefined || Number.isNaN(value)) return '—'\n  const symbol = opts.currencySymbol ?? '$'\n  const abs = Math.abs(value).toLocaleString('en-US', {\n    minimumFractionDigits: 2,\n    maximumFractionDigits: 2,\n  })\n  return value < 0 ? `${symbol}(${abs})` : `${symbol}${abs}`\n}\n\nconst MONTHS = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']\n\n/** `2024-03-31` → `Mar 31, 2024`. Falls back to the raw string if unparseable. */\nexport function formatDate(iso: string | null | undefined): string {\n  if (!iso) return ''\n  const m = /^(\\d{4})-(\\d{2})-(\\d{2})/.exec(iso)\n  if (!m) return iso\n  const [, year, month, day] = m\n  const idx = Number(month) - 1\n  return `${MONTHS[idx] ?? month} ${Number(day)}, ${year}`\n}\n\n/** A human description of a period — \"As of …\" for instants, a span for durations. */\nexport function formatPeriod(period: PeriodInfo): string {\n  if (period.type === 'instant') {\n    return `As of ${formatDate(period.instant ?? period.end)}`\n  }\n  return `${formatDate(period.startDate)} – ${formatDate(period.endDate ?? period.end)}`\n}\n","/**\n * Reconstruction: a `NormalizedReport` → renderable `Statement`s.\n *\n * This is the source-agnostic half of the library — the part that is identical\n * for every adapter. It is a TypeScript port of the RoboSystems platform's\n * DataBook converter:\n *\n *  - **presentation walk** — a post-order DFS of the presentation network, so a\n *    total renders *after* its components (cash + receivables … then *Assets,\n *    Current*; the section subtotals last). `order` is the flattened post-order\n *    position; `depth` is the tree depth (drives indentation).\n *  - **subtotal detection** — a concept is a subtotal iff it is a *calculation\n *    parent*. A presentation leaf can still be a subtotal (Gross Profit is a\n *    presentation sibling but a calculation parent), so bolding off the calc\n *    tree marks exactly the right rows.\n *  - **table projection** — collect a block's facts by `factSet`, key by\n *    element, derive period columns from the facts themselves, lay rows out in\n *    presentation order.\n */\nimport { BLOCK_ORDER, BLOCK_TITLES, humanize, qname } from './constants'\nimport { formatDate } from './format'\nimport type {\n  CalcAssociation,\n  ElementInfo,\n  Fact,\n  InformationBlock,\n  NormalizedReport,\n  PeriodInfo,\n  RowCell,\n  Statement,\n  StatementColumn,\n  StatementRow,\n  StructureInfo,\n} from './model'\n\ninterface OrderEntry {\n  order: number\n  depth: number\n}\n\nfunction fallbackElement(id: string): ElementInfo {\n  return {\n    id,\n    qname: qname(id),\n    label: humanize(id),\n    balance: null,\n    periodType: null,\n    abstract: false,\n    monetary: false,\n  }\n}\n\n/**\n * Post-order the presentation arcs of one structure → `{element: {order, depth}}`.\n * Roots (a `from` that is never a `to`) are visited by their subtree's leading\n * arc order, so a balance sheet's roots (Assets, then Liabilities and Equity)\n * come out in the right sequence.\n */\nexport function presentationOrder(\n  model: NormalizedReport,\n  structureId: string\n): Map<string, OrderEntry> {\n  const children = new Map<string, Array<[number, string]>>()\n  const froms = new Set<string>()\n  const tos = new Set<string>()\n\n  for (const assoc of model.presAssociations) {\n    if (assoc.structure !== structureId) continue\n    const kids = children.get(assoc.parent) ?? []\n    kids.push([assoc.order, assoc.child])\n    children.set(assoc.parent, kids)\n    froms.add(assoc.parent)\n    tos.add(assoc.child)\n  }\n  for (const kids of children.values()) {\n    kids.sort((a, b) => a[0] - b[0])\n  }\n\n  const out = new Map<string, OrderEntry>()\n  const seen = new Set<string>()\n  let counter = 0\n\n  const walk = (node: string, depth: number): void => {\n    if (seen.has(node)) return\n    seen.add(node)\n    for (const [, child] of children.get(node) ?? []) {\n      walk(child, depth + 1)\n    }\n    out.set(node, { order: counter, depth })\n    counter += 1\n  }\n\n  const rootKey = (root: string): number => {\n    const kids = children.get(root)\n    return kids && kids.length ? kids[0][0] : 0\n  }\n\n  const roots = [...froms].filter((f) => !tos.has(f)).sort((a, b) => rootKey(a) - rootKey(b))\n  for (const root of roots) walk(root, 0)\n  return out\n}\n\n/** Concepts that are calculation parents — the authoritative subtotal set. */\nexport function calcSubtotals(model: NormalizedReport): Set<string> {\n  const out = new Set<string>()\n  for (const assoc of model.calcAssociations) out.add(assoc.parent)\n  return out\n}\n\nfunction structureForBlock(model: NormalizedReport, blockType: string): StructureInfo | null {\n  return model.structures.find((s) => s.blockType === blockType) ?? null\n}\n\nfunction columnLabel(period: PeriodInfo): string {\n  return formatDate(period.end)\n}\n\n/** Period columns derived from the facts in one block, keyed and sorted by end. */\nfunction deriveColumns(model: NormalizedReport, facts: Fact[]): StatementColumn[] {\n  const byEnd = new Map<string, PeriodInfo>()\n  for (const fact of facts) {\n    const period = model.periods[fact.period]\n    if (!period || !period.end) continue\n    const existing = byEnd.get(period.end)\n    // Prefer a duration as the column representative — it carries the span.\n    if (!existing || (existing.type === 'instant' && period.type === 'duration')) {\n      byEnd.set(period.end, period)\n    }\n  }\n  return [...byEnd.values()]\n    .sort((a, b) => {\n      const aStart = a.startDate ?? a.end\n      const bStart = b.startDate ?? b.end\n      return aStart.localeCompare(bStart) || a.end.localeCompare(b.end)\n    })\n    .map((period) => ({ key: period.end, label: columnLabel(period), period }))\n}\n\nfunction buildStatement(\n  model: NormalizedReport,\n  ib: InformationBlock,\n  subtotals: Set<string>\n): Statement {\n  const structure = structureForBlock(model, ib.blockType)\n  const order = structure ? presentationOrder(model, structure.id) : new Map<string, OrderEntry>()\n\n  const facts = model.facts.filter((f) => f.factSet !== null && f.factSet === ib.factSet)\n  const columns = deriveColumns(model, facts)\n  const colIndex = new Map(columns.map((c, i) => [c.key, i]))\n\n  const cellsByElement = new Map<string, RowCell[]>()\n  for (const fact of facts) {\n    const period = model.periods[fact.period]\n    if (!period) continue\n    const idx = colIndex.get(period.end)\n    if (idx === undefined) continue\n    let cells = cellsByElement.get(fact.element)\n    if (!cells) {\n      cells = columns.map(() => ({ value: null, fact: null }))\n      cellsByElement.set(fact.element, cells)\n    }\n    cells[idx] = { value: fact.value, fact }\n  }\n\n  const rows: StatementRow[] = [...cellsByElement.keys()]\n    .map((id) => {\n      const entry = order.get(id)\n      return {\n        id,\n        order: entry ? entry.order : Number.MAX_SAFE_INTEGER,\n        depth: entry ? entry.depth : 0,\n      }\n    })\n    .sort((a, b) => a.order - b.order || a.id.localeCompare(b.id))\n    .map(({ id, depth }) => ({\n      element: model.elements[id] ?? fallbackElement(id),\n      depth,\n      isSubtotal: subtotals.has(id),\n      cells: cellsByElement.get(id) as RowCell[],\n    }))\n\n  return {\n    ib,\n    blockType: ib.blockType,\n    title: BLOCK_TITLES[ib.blockType] ?? ib.label ?? ib.blockType,\n    structureName: structure?.structureName ?? ib.label ?? null,\n    columns,\n    rows,\n  }\n}\n\n/** Reconstruct every statement in the report, in canonical block order. */\nexport function buildStatements(model: NormalizedReport): Statement[] {\n  const subtotals = calcSubtotals(model)\n  return [...model.informationBlocks]\n    .sort(\n      (a, b) =>\n        (BLOCK_ORDER[a.blockType] ?? 99) - (BLOCK_ORDER[b.blockType] ?? 99) ||\n        a.blockType.localeCompare(b.blockType)\n    )\n    .map((ib) => buildStatement(model, ib, subtotals))\n}\n\n// ── Footing check ────────────────────────────────────────────────────────────\n\nexport interface FootTerm {\n  element: ElementInfo\n  weight: number\n  value: number | null\n}\n\nexport interface FootCheck {\n  element: ElementInfo\n  columnIndex: number\n  terms: FootTerm[]\n  /** Σ child·weight over the present terms, or null if none are present. */\n  expected: number | null\n  /** The subtotal's own reported value in this column. */\n  actual: number | null\n  ok: boolean\n}\n\n/**\n * Foot a subtotal live: sum its calculation children (× weight) and compare to\n * its reported value, e.g. `13,550 + 900 = 14,450 ✓`. Returns `null` when the\n * element is not a calculation parent (nothing to foot).\n */\nexport function footCheck(\n  model: NormalizedReport,\n  statement: Statement,\n  elementId: string,\n  columnIndex: number\n): FootCheck | null {\n  const kids: CalcAssociation[] = model.calcAssociations.filter((a) => a.parent === elementId)\n  if (!kids.length) return null\n\n  const valueOf = (id: string): number | null => {\n    const row = statement.rows.find((r) => r.element.id === id)\n    return row ? (row.cells[columnIndex]?.value ?? null) : null\n  }\n\n  const terms: FootTerm[] = kids\n    .slice()\n    .sort((a, b) => a.order - b.order)\n    .map((a) => ({\n      element: model.elements[a.child] ?? fallbackElement(a.child),\n      weight: a.weight,\n      value: valueOf(a.child),\n    }))\n\n  const present = terms.filter((t) => t.value !== null)\n  const expected = present.length\n    ? present.reduce((sum, t) => sum + (t.value as number) * t.weight, 0)\n    : null\n  const actual = valueOf(elementId)\n  const ok = expected !== null && actual !== null && Math.abs(expected - actual) < 0.005\n\n  return {\n    element: model.elements[elementId] ?? fallbackElement(elementId),\n    columnIndex,\n    terms,\n    expected,\n    actual,\n    ok,\n  }\n}\n","/**\n * Click-a-fact inspection: the selected cell's element / period / unit, plus —\n * when the element is a calculation subtotal — the calculation rule it foots,\n * computed live in the browser (`13,550 + 900 = 14,450 ✓`).\n */\nimport type { CSSProperties, ReactNode } from 'react'\nimport { formatMoney, formatPeriod } from '../format'\nimport type { NormalizedReport, Statement, StatementRow } from '../model'\nimport { footCheck } from '../project'\n\nexport interface FactInspectorProps {\n  report: NormalizedReport\n  statement: Statement\n  row: StatementRow\n  columnIndex: number\n  onClose?: () => void\n  currencySymbol?: string\n}\n\nconst styles: Record<string, CSSProperties> = {\n  panel: {\n    fontFamily: 'var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)',\n    color: 'var(--rs-text, #111827)',\n    border: '1px solid var(--rs-border, #e5e7eb)',\n    borderRadius: '12px',\n    padding: '1rem 1.25rem',\n    background: 'var(--rs-panel-bg, #ffffff)',\n    boxShadow: '0 1px 3px rgba(0,0,0,0.08)',\n  },\n  header: {\n    display: 'flex',\n    justifyContent: 'space-between',\n    alignItems: 'flex-start',\n    gap: '1rem',\n    marginBottom: '0.75rem',\n  },\n  label: { fontSize: '1rem', fontWeight: 700, margin: 0 },\n  qname: {\n    fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',\n    fontSize: '0.8rem',\n    color: 'var(--rs-primary-700, #1d4ed8)',\n  },\n  close: {\n    border: 'none',\n    background: 'transparent',\n    fontSize: '1.25rem',\n    lineHeight: 1,\n    cursor: 'pointer',\n    color: 'var(--rs-muted, #6b7280)',\n  },\n  grid: {\n    display: 'grid',\n    gridTemplateColumns: 'auto 1fr',\n    gap: '0.35rem 1rem',\n    fontSize: '0.85rem',\n    margin: '0.5rem 0',\n  },\n  key: { color: 'var(--rs-muted, #6b7280)' },\n  mono: { fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)' },\n  footing: {\n    marginTop: '0.85rem',\n    paddingTop: '0.75rem',\n    borderTop: '1px solid var(--rs-border, #e5e7eb)',\n  },\n  footTitle: {\n    fontSize: '0.75rem',\n    textTransform: 'uppercase',\n    letterSpacing: '0.05em',\n    color: 'var(--rs-muted, #6b7280)',\n    marginBottom: '0.4rem',\n  },\n  equation: {\n    fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',\n    fontSize: '0.85rem',\n    lineHeight: 1.6,\n  },\n}\n\nfunction Field({ k, children }: { k: string; children: ReactNode }) {\n  return (\n    <>\n      <span style={styles.key}>{k}</span>\n      <span>{children}</span>\n    </>\n  )\n}\n\nexport function FactInspector({\n  report,\n  statement,\n  row,\n  columnIndex,\n  onClose,\n  currencySymbol = '$',\n}: FactInspectorProps) {\n  const { element } = row\n  const cell = row.cells[columnIndex]\n  const column = statement.columns[columnIndex]\n  const unit = cell.fact?.unit ? report.units[cell.fact.unit] : null\n  const foot = footCheck(report, statement, element.id, columnIndex)\n  const sym = currencySymbol\n\n  return (\n    <div style={styles.panel}>\n      <div style={styles.header}>\n        <div>\n          <p style={styles.label}>{element.label}</p>\n          <span style={styles.qname}>{element.qname}</span>\n        </div>\n        {onClose ? (\n          <button style={styles.close} onClick={onClose} aria-label=\"Close\">\n            ×\n          </button>\n        ) : null}\n      </div>\n\n      <div style={styles.grid}>\n        <Field k=\"Value\">\n          <span style={styles.mono}>{formatMoney(cell.value, { currencySymbol: sym })}</span>\n        </Field>\n        <Field k=\"Period\">\n          {formatPeriod(column.period)} <span style={styles.key}>({column.period.type})</span>\n        </Field>\n        <Field k=\"Unit\">{unit ? unit.label : '—'}</Field>\n        {element.balance ? <Field k=\"Balance\">{element.balance}</Field> : null}\n        {cell.fact?.decimals ? <Field k=\"Decimals\">{cell.fact.decimals}</Field> : null}\n      </div>\n\n      {foot ? (\n        <div style={styles.footing}>\n          <div style={styles.footTitle}>Calculation {foot.ok ? '✓ foots' : '⚠ does not foot'}</div>\n          <div style={styles.equation}>\n            {foot.terms.map((term, i) => {\n              const op = i === 0 ? (term.weight < 0 ? '−' : '') : term.weight < 0 ? ' − ' : ' + '\n              return (\n                <span key={term.element.id} title={term.element.qname}>\n                  {op}\n                  {formatMoney(term.value === null ? 0 : Math.abs(term.value), {\n                    currencySymbol: sym,\n                  })}\n                </span>\n              )\n            })}\n            {' = '}\n            <strong>{formatMoney(foot.expected, { currencySymbol: sym })}</strong>{' '}\n            {foot.ok ? (\n              <span style={{ color: 'var(--rs-success, #00875a)' }}>✓</span>\n            ) : (\n              <span style={{ color: 'var(--rs-error, #dc2626)' }}>\n                ✗ (reported {formatMoney(foot.actual, { currencySymbol: sym })})\n              </span>\n            )}\n          </div>\n        </div>\n      ) : null}\n    </div>\n  )\n}\n","/**\n * Renders one reconstructed `Statement` as a financial-statement table.\n *\n * Framework-agnostic plain React — no `next/*`, no CSS framework required. Styled\n * with inline styles that read CSS custom properties (`--rs-*`) so a host app can\n * theme it, with sensible RoboSystems defaults baked in as fallbacks.\n */\nimport type { CSSProperties } from 'react'\nimport { formatMoney, formatPeriod } from '../format'\nimport type { Statement, StatementRow } from '../model'\n\nexport interface StatementTableProps {\n  statement: Statement\n  /** Called when a value cell is clicked — drives fact inspection. */\n  onCellClick?: (row: StatementRow, columnIndex: number) => void\n  /** Currency symbol for values (default `$`). */\n  currencySymbol?: string\n  /** The currently-selected cell, highlighted. */\n  selected?: { elementId: string; columnIndex: number } | null\n}\n\nconst styles: Record<string, CSSProperties> = {\n  wrap: {\n    fontFamily: 'var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)',\n    color: 'var(--rs-text, #111827)',\n    marginBottom: '2.5rem',\n  },\n  heading: {\n    textAlign: 'center',\n    marginBottom: '1rem',\n  },\n  title: {\n    fontFamily: 'var(--rs-font-heading, var(--rs-font-sans, sans-serif))',\n    fontSize: '1.15rem',\n    fontWeight: 700,\n    letterSpacing: '0.02em',\n    margin: 0,\n  },\n  subtitle: {\n    fontSize: '0.85rem',\n    color: 'var(--rs-muted, #6b7280)',\n    marginTop: '0.25rem',\n  },\n  table: {\n    width: '100%',\n    borderCollapse: 'collapse',\n    fontSize: '0.875rem',\n  },\n  th: {\n    borderBottom: '2px solid var(--rs-border-strong, #9ca3af)',\n    padding: '0.5rem 0.75rem',\n    fontWeight: 600,\n    color: 'var(--rs-muted, #6b7280)',\n    fontSize: '0.8rem',\n  },\n  thConcept: { textAlign: 'left' },\n  thNum: { textAlign: 'right', whiteSpace: 'nowrap' },\n  labelCell: {\n    padding: '0.3rem 0.75rem',\n    whiteSpace: 'normal',\n  },\n  numCell: {\n    padding: '0.3rem 0.75rem',\n    textAlign: 'right',\n    whiteSpace: 'nowrap',\n    fontFamily: 'var(--rs-font-mono, ui-monospace, SFMono-Regular, monospace)',\n    fontVariantNumeric: 'tabular-nums',\n  },\n}\n\nexport function StatementTable({\n  statement,\n  onCellClick,\n  currencySymbol = '$',\n  selected = null,\n}: StatementTableProps) {\n  const { columns, rows } = statement\n  const periodCaption = columns.length === 1 ? formatPeriod(columns[0].period) : null\n\n  return (\n    <section style={styles.wrap}>\n      <header style={styles.heading}>\n        <h3 style={styles.title}>{statement.title}</h3>\n        {statement.structureName ? (\n          <div style={styles.subtitle}>{statement.structureName}</div>\n        ) : null}\n        {periodCaption ? <div style={styles.subtitle}>{periodCaption}</div> : null}\n      </header>\n\n      <table style={styles.table}>\n        <thead>\n          <tr>\n            <th style={{ ...styles.th, ...styles.thConcept }}>Concept</th>\n            {columns.map((col) => (\n              <th key={col.key} style={{ ...styles.th, ...styles.thNum }}>\n                {col.label}\n              </th>\n            ))}\n          </tr>\n        </thead>\n        <tbody>\n          {rows.map((row) => {\n            const isGrandTotal = row.isSubtotal && row.depth === 0\n            const allZeroOrNull = row.cells.every((c) => c.value === null || c.value === 0)\n            const rowStyle: CSSProperties = {\n              backgroundColor: row.isSubtotal ? 'var(--rs-subtotal-bg, #f9fafb)' : undefined,\n            }\n            const labelStyle: CSSProperties = {\n              ...styles.labelCell,\n              paddingLeft: `${row.depth * 20 + 12}px`,\n              fontWeight: row.isSubtotal ? 600 : 400,\n              color: !row.isSubtotal && allZeroOrNull ? 'var(--rs-muted, #9ca3af)' : undefined,\n              borderBottom: isGrandTotal ? '3px double var(--rs-text, #111827)' : undefined,\n            }\n            return (\n              <tr key={row.element.id} style={rowStyle}>\n                <td style={labelStyle} title={row.element.qname}>\n                  {row.element.label}\n                </td>\n                {row.cells.map((cell, i) => {\n                  const isSelected =\n                    selected !== null &&\n                    selected.elementId === row.element.id &&\n                    selected.columnIndex === i\n                  const clickable = onCellClick && cell.fact !== null\n                  const numStyle: CSSProperties = {\n                    ...styles.numCell,\n                    fontWeight: row.isSubtotal ? 600 : 400,\n                    borderBottom: isGrandTotal ? '3px double var(--rs-text, #111827)' : undefined,\n                    cursor: clickable ? 'pointer' : 'default',\n                    backgroundColor: isSelected ? 'var(--rs-selected-bg, #dbeafe)' : undefined,\n                    color:\n                      !row.isSubtotal && (cell.value === null || cell.value === 0)\n                        ? 'var(--rs-muted, #9ca3af)'\n                        : undefined,\n                  }\n                  return (\n                    <td\n                      key={columns[i].key}\n                      style={numStyle}\n                      onClick={clickable ? () => onCellClick?.(row, i) : undefined}\n                    >\n                      {formatMoney(cell.value, { currencySymbol })}\n                    </td>\n                  )\n                })}\n              </tr>\n            )\n          })}\n        </tbody>\n      </table>\n    </section>\n  )\n}\n","/**\n * Top-level renderer: a `NormalizedReport` → the entity header, every statement,\n * and an inline fact inspector wired to cell selection. This is the one\n * component a consuming app typically renders.\n */\nimport type { CSSProperties } from 'react'\nimport { useMemo, useState } from 'react'\nimport type { NormalizedReport, StatementRow } from '../model'\nimport { buildStatements } from '../project'\nimport { FactInspector } from './FactInspector'\nimport { StatementTable } from './StatementTable'\n\nexport interface ReportViewProps {\n  report: NormalizedReport\n  currencySymbol?: string\n  /** Disable the click-to-inspect fact panel (render-only). */\n  inspect?: boolean\n}\n\ninterface Selection {\n  statementIndex: number\n  elementId: string\n  columnIndex: number\n}\n\nconst styles: Record<string, CSSProperties> = {\n  layout: {\n    display: 'grid',\n    gridTemplateColumns: 'minmax(0, 1fr)',\n    gap: '1.5rem',\n    alignItems: 'start',\n  },\n  layoutWithPanel: {\n    gridTemplateColumns: 'minmax(0, 1fr) 340px',\n  },\n  entity: {\n    fontFamily: 'var(--rs-font-heading, var(--rs-font-sans, sans-serif))',\n    textAlign: 'center',\n    marginBottom: '1.5rem',\n  },\n  entityName: {\n    fontSize: '1.5rem',\n    fontWeight: 700,\n    margin: 0,\n    color: 'var(--rs-text, #111827)',\n  },\n  entitySub: { fontSize: '0.85rem', color: 'var(--rs-muted, #6b7280)' },\n  panel: { position: 'sticky', top: '1rem' },\n}\n\nexport function ReportView({ report, currencySymbol = '$', inspect = true }: ReportViewProps) {\n  const statements = useMemo(() => buildStatements(report), [report])\n  const [selection, setSelection] = useState<Selection | null>(null)\n\n  const selected = selection !== null ? statements[selection.statementIndex] : null\n  const selectedRow = selected?.rows.find((r) => r.element.id === selection?.elementId) ?? null\n\n  return (\n    <div>\n      {report.entity ? (\n        <header style={styles.entity}>\n          <h2 style={styles.entityName}>{report.entity.name}</h2>\n          {report.entity.country ? (\n            <div style={styles.entitySub}>{report.entity.country}</div>\n          ) : null}\n        </header>\n      ) : null}\n\n      <div\n        style={{\n          ...styles.layout,\n          ...(inspect && selectedRow ? styles.layoutWithPanel : {}),\n        }}\n      >\n        <div>\n          {statements.map((statement, statementIndex) => (\n            <StatementTable\n              key={statement.ib.id}\n              statement={statement}\n              currencySymbol={currencySymbol}\n              selected={\n                selection && selection.statementIndex === statementIndex\n                  ? {\n                      elementId: selection.elementId,\n                      columnIndex: selection.columnIndex,\n                    }\n                  : null\n              }\n              onCellClick={\n                inspect\n                  ? (row: StatementRow, columnIndex: number) =>\n                      setSelection({\n                        statementIndex,\n                        elementId: row.element.id,\n                        columnIndex,\n                      })\n                  : undefined\n              }\n            />\n          ))}\n        </div>\n\n        {inspect && selected && selectedRow && selection ? (\n          <div style={styles.panel}>\n            <FactInspector\n              report={report}\n              statement={selected}\n              row={selectedRow}\n              columnIndex={selection.columnIndex}\n              currencySymbol={currencySymbol}\n              onClose={() => setSelection(null)}\n            />\n          </div>\n        ) : null}\n      </div>\n    </div>\n  )\n}\n"]}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@robosystems/report-components",
-  "version": "0.1.0",
+  "version": "0.1.1",
   "description": "Source-agnostic React components for rendering XBRL-grade financial statements",
   "license": "MIT",
   "author": "RFS LLC",
@@ -24,7 +24,7 @@
   ],
   "sideEffects": false,
   "scripts": {
-    "build": "tsc -p tsconfig.build.json",
+    "build": "tsup",
     "format": "prettier . --write",
     "format:check": "prettier . --check",
     "lint": "eslint .",
@@ -68,6 +68,7 @@
     "prettier-plugin-organize-imports": "^4.0.0",
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
+    "tsup": "^8.5.1",
     "typescript": "^5.7.2",
     "typescript-eslint": "^8.54.0",
     "vitest": "^4.1.4"