lean-claudient-core 0.1.0

package/dist/reporting/templates.d.ts

@@ -0,0 +1,68 @@
+/**
+ * Report Templates & Formatting Utilities
+ * HTML/CSS templates + data formatting helpers for reports
+ * Phase 8C Task 12
+ */
+export interface HTMLTemplateData {
+    title: string;
+    dateRange: {
+        start: Date;
+        end: Date;
+    };
+    metadata: any;
+    companyName: string;
+    brandColor: string;
+    kpis?: any;
+    trends?: Record<string, number>;
+    topLeads?: any[];
+    recommendations?: string[];
+    funnelData?: any;
+    revenueBySource?: Record<string, any>;
+    threatBreakdown?: Record<string, number>;
+    signalEffectiveness?: Record<string, any>;
+    marketTrends?: any[];
+    alerts?: any[];
+}
+/**
+ * Format number as currency
+ * @param value Number to format
+ * @returns Formatted currency string (e.g., "$50,000")
+ */
+export declare function formatCurrency(value: number): string;
+/**
+ * Format date for reports
+ * @param date Date to format
+ * @returns Formatted date string (e.g., "06/20/2026")
+ */
+export declare function formatDate(date: Date): string;
+/**
+ * Format decimal as percentage
+ * @param value Decimal value (0-1) or percentage (0-100)
+ * @returns Formatted percentage string (e.g., "45.2%")
+ */
+export declare function formatPercentage(value: number): string;
+/**
+ * Get trend indicator emoji
+ * @param change Numerical change value
+ * @returns Trend indicator string
+ */
+export declare function getTrendIndicator(change: number): string;
+/**
+ * Convert HTML table to CSV rows
+ * @param html HTML table string
+ * @returns Array of CSV rows
+ */
+export declare function htmlToCSV(html: string): string[];
+/**
+ * Generate executive summary template
+ */
+export declare function getExecutiveSummaryTemplate(data: HTMLTemplateData): string;
+/**
+ * Generate detailed analysis template
+ */
+export declare function getDetailedAnalysisTemplate(data: HTMLTemplateData): string;
+/**
+ * Email notification template
+ */
+export declare function getEmailTemplate(reportType: string, reportPath: string): string;
+//# sourceMappingURL=templates.d.ts.map

package/dist/reporting/templates.d.ts.map

@@ -0,0 +1 @@
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package/dist/reporting/templates.js

@@ -0,0 +1,629 @@
+/**
+ * Report Templates & Formatting Utilities
+ * HTML/CSS templates + data formatting helpers for reports
+ * Phase 8C Task 12
+ */
+/**
+ * Format number as currency
+ * @param value Number to format
+ * @returns Formatted currency string (e.g., "$50,000")
+ */
+export function formatCurrency(value) {
+    if (value >= 1000000) {
+        return `$${(value / 1000000).toFixed(1)}M`;
+    }
+    if (value >= 1000) {
+        return `$${(value / 1000).toFixed(0)}k`;
+    }
+    return `$${Math.round(value)}`;
+}
+/**
+ * Format date for reports
+ * @param date Date to format
+ * @returns Formatted date string (e.g., "06/20/2026")
+ */
+export function formatDate(date) {
+    const month = String(date.getMonth() + 1).padStart(2, '0');
+    const day = String(date.getDate()).padStart(2, '0');
+    const year = date.getFullYear();
+    return `${month}/${day}/${year}`;
+}
+/**
+ * Format decimal as percentage
+ * @param value Decimal value (0-1) or percentage (0-100)
+ * @returns Formatted percentage string (e.g., "45.2%")
+ */
+export function formatPercentage(value) {
+    const isDecimal = value <= 1;
+    const percent = isDecimal ? value * 100 : value;
+    return `${percent.toFixed(1)}%`;
+}
+/**
+ * Get trend indicator emoji
+ * @param change Numerical change value
+ * @returns Trend indicator string
+ */
+export function getTrendIndicator(change) {
+    if (change > 0) {
+        return '↑';
+    }
+    if (change < 0) {
+        return '↓';
+    }
+    return '→';
+}
+/**
+ * Convert HTML table to CSV rows
+ * @param html HTML table string
+ * @returns Array of CSV rows
+ */
+export function htmlToCSV(html) {
+    const rows = [];
+    // Basic HTML table parsing
+    const tableRegex = /<tr[^>]*>[\s\S]*?<\/tr>/g;
+    const cellRegex = /<t[dh][^>]*>([\s\S]*?)<\/t[dh]>/g;
+    let tableMatch;
+    const tableMatches = html.match(tableRegex) || [];
+    for (const tableHtml of tableMatches) {
+        const rowCells = [];
+        let cellMatch;
+        while ((cellMatch = cellRegex.exec(tableHtml)) !== null) {
+            // Strip HTML tags from cell content
+            const text = cellMatch[1].replace(/<[^>]*>/g, '').trim();
+            rowCells.push(`"${text.replace(/"/g, '""')}"`);
+        }
+        if (rowCells.length > 0) {
+            rows.push(rowCells.join(','));
+        }
+        cellRegex.lastIndex = 0; // Reset regex state
+    }
+    return rows;
+}
+/**
+ * Generate executive summary template
+ */
+export function getExecutiveSummaryTemplate(data) {
+    return `
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>${data.title} - ${data.companyName}</title>
+  <style>
+    * { margin: 0; padding: 0; box-sizing: border-box; }
+
+    body {
+      font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto', 'Oxygen', 'Ubuntu', 'Cantarell', sans-serif;
+      line-height: 1.6;
+      color: #1f2937;
+      background: #f9fafb;
+    }
+
+    .page {
+      max-width: 8.5in;
+      height: 11in;
+      background: white;
+      margin: 20px auto;
+      padding: 40px;
+      box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
+      overflow: hidden;
+    }
+
+    .header {
+      border-bottom: 3px solid ${data.brandColor};
+      padding-bottom: 20px;
+      margin-bottom: 30px;
+    }
+
+    .header-title {
+      font-size: 28px;
+      font-weight: 700;
+      color: ${data.brandColor};
+      margin-bottom: 5px;
+    }
+
+    .header-meta {
+      font-size: 13px;
+      color: #6b7280;
+    }
+
+    .company-info {
+      font-size: 12px;
+      color: #9ca3af;
+      margin-top: 10px;
+    }
+
+    .kpi-container {
+      display: grid;
+      grid-template-columns: 1fr 1fr;
+      gap: 15px;
+      margin: 25px 0;
+    }
+
+    .kpi-card {
+      background: linear-gradient(135deg, #f3f4f6 0%, #ffffff 100%);
+      border: 1px solid #e5e7eb;
+      border-left: 4px solid ${data.brandColor};
+      padding: 15px;
+      border-radius: 6px;
+      box-shadow: 0 1px 3px rgba(0, 0, 0, 0.05);
+    }
+
+    .kpi-value {
+      font-size: 24px;
+      font-weight: 700;
+      color: ${data.brandColor};
+      margin-bottom: 5px;
+    }
+
+    .kpi-label {
+      font-size: 12px;
+      color: #6b7280;
+      text-transform: uppercase;
+      letter-spacing: 0.5px;
+      margin-bottom: 8px;
+    }
+
+    .kpi-trend {
+      font-size: 13px;
+      font-weight: 500;
+    }
+
+    .kpi-trend.positive {
+      color: #059669;
+    }
+
+    .kpi-trend.negative {
+      color: #dc2626;
+    }
+
+    .section {
+      margin: 25px 0;
+      page-break-inside: avoid;
+    }
+
+    .section-title {
+      font-size: 16px;
+      font-weight: 600;
+      color: ${data.brandColor};
+      border-bottom: 2px solid #e5e7eb;
+      padding-bottom: 10px;
+      margin-bottom: 15px;
+    }
+
+    .lead-item {
+      padding: 12px 0;
+      border-bottom: 1px solid #f3f4f6;
+    }
+
+    .lead-item:last-child {
+      border-bottom: none;
+    }
+
+    .lead-name {
+      font-weight: 600;
+      color: #1f2937;
+    }
+
+    .lead-meta {
+      font-size: 13px;
+      color: #6b7280;
+      margin-top: 3px;
+    }
+
+    .recommendations {
+      background: #fffbeb;
+      border-left: 4px solid #f59e0b;
+      padding: 15px;
+      border-radius: 6px;
+      margin: 20px 0;
+    }
+
+    .recommendations h3 {
+      color: #d97706;
+      font-size: 14px;
+      margin-bottom: 10px;
+    }
+
+    .recommendations ol {
+      margin-left: 20px;
+      font-size: 13px;
+    }
+
+    .recommendations li {
+      margin: 8px 0;
+      line-height: 1.5;
+    }
+
+    .footer {
+      margin-top: 30px;
+      padding-top: 15px;
+      border-top: 1px solid #e5e7eb;
+      font-size: 11px;
+      color: #9ca3af;
+    }
+
+    .footer-row {
+      margin: 5px 0;
+    }
+
+    @media print {
+      body { background: white; margin: 0; padding: 0; }
+      .page { margin: 0; box-shadow: none; }
+    }
+  </style>
+</head>
+<body>
+  <div class="page">
+    <div class="header">
+      <div class="header-title">${data.title}</div>
+      <div class="header-meta">
+        ${formatDate(data.dateRange.start)} – ${formatDate(data.dateRange.end)}
+      </div>
+      <div class="company-info">${data.companyName}</div>
+    </div>
+
+    <div class="section">
+      <div class="section-title">Key Performance Indicators</div>
+      <div class="kpi-container">
+        <div class="kpi-card">
+          <div class="kpi-value">${data.kpis?.totalLeads || 0}</div>
+          <div class="kpi-label">Total Leads</div>
+          <div class="kpi-trend ${(data.trends?.leadsWeekOverWeek || 0) >= 0 ? 'positive' : 'negative'}">
+            ${getTrendIndicator(data.trends?.leadsWeekOverWeek || 0)} ${Math.abs(data.trends?.leadsWeekOverWeek || 0)} vs last week
+          </div>
+        </div>
+        <div class="kpi-card">
+          <div class="kpi-value">${data.kpis?.qualifiedLeads || 0}</div>
+          <div class="kpi-label">Qualified Leads</div>
+          <div class="kpi-trend">
+            ${formatPercentage(data.kpis?.qualifiedLeads && data.kpis?.totalLeads ? (data.kpis.qualifiedLeads / data.kpis.totalLeads) : 0)}
+          </div>
+        </div>
+        <div class="kpi-card">
+          <div class="kpi-value">${formatCurrency(data.kpis?.projectedRevenue || 0)}</div>
+          <div class="kpi-label">Projected Revenue</div>
+          <div class="kpi-trend ${(data.trends?.revenueWeekOverWeek || 0) >= 0 ? 'positive' : 'negative'}">
+            ${getTrendIndicator(data.trends?.revenueWeekOverWeek || 0)} ${formatCurrency(Math.abs(data.trends?.revenueWeekOverWeek || 0))}
+          </div>
+        </div>
+        <div class="kpi-card">
+          <div class="kpi-value">${data.kpis?.activeThreats || 0}</div>
+          <div class="kpi-label">Critical Threats</div>
+          <div class="kpi-trend negative">Require action</div>
+        </div>
+      </div>
+    </div>
+
+    <div class="section">
+      <div class="section-title">Top 3 Leads</div>
+      ${data.topLeads?.map(lead => `
+        <div class="lead-item">
+          <div class="lead-name">${lead.name}</div>
+          <div class="lead-meta">${lead.company} – Quality: ${lead.score}% – Revenue: ${lead.revenue}</div>
+        </div>
+      `).join('') || '<p style="color: #9ca3af; font-size: 13px;">No leads available</p>'}
+    </div>
+
+    ${data.recommendations && data.recommendations.length > 0
+        ? `
+    <div class="recommendations">
+      <h3>Top 3 Recommendations</h3>
+      <ol>
+        ${data.recommendations.map(rec => `<li>${rec}</li>`).join('')}
+      </ol>
+    </div>
+    `
+        : ''}
+
+    <div class="footer">
+      <div class="footer-row"><strong>Report ID:</strong> ${data.metadata?.id || 'N/A'}</div>
+      <div class="footer-row"><strong>Generated:</strong> ${data.metadata?.dataFreshness || new Date().toLocaleString()}</div>
+      <div class="footer-row"><strong>Version:</strong> ${data.metadata?.version || '1.0.0'}</div>
+    </div>
+  </div>
+</body>
+</html>
+  `;
+}
+/**
+ * Generate detailed analysis template
+ */
+export function getDetailedAnalysisTemplate(data) {
+    return `
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>${data.title} - ${data.companyName}</title>
+  <style>
+    * { margin: 0; padding: 0; box-sizing: border-box; }
+
+    body {
+      font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto', sans-serif;
+      line-height: 1.6;
+      color: #1f2937;
+      background: #f9fafb;
+    }
+
+    .page {
+      max-width: 8.5in;
+      background: white;
+      margin: 20px auto;
+      padding: 40px;
+      box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
+    }
+
+    .page-break {
+      page-break-after: always;
+      margin-bottom: 20px;
+      padding-bottom: 20px;
+    }
+
+    .header {
+      border-bottom: 3px solid ${data.brandColor};
+      padding-bottom: 20px;
+      margin-bottom: 30px;
+    }
+
+    .header-title {
+      font-size: 28px;
+      font-weight: 700;
+      color: ${data.brandColor};
+    }
+
+    .section {
+      margin: 25px 0;
+      page-break-inside: avoid;
+    }
+
+    .section-title {
+      font-size: 18px;
+      font-weight: 600;
+      color: ${data.brandColor};
+      border-bottom: 2px solid #e5e7eb;
+      padding-bottom: 10px;
+      margin-bottom: 15px;
+    }
+
+    table {
+      width: 100%;
+      border-collapse: collapse;
+      margin: 15px 0;
+      font-size: 13px;
+    }
+
+    th {
+      background: #f3f4f6;
+      color: #374151;
+      font-weight: 600;
+      padding: 10px;
+      text-align: left;
+      border-bottom: 2px solid #e5e7eb;
+    }
+
+    td {
+      padding: 10px;
+      border-bottom: 1px solid #f3f4f6;
+    }
+
+    tr:last-child td {
+      border-bottom: none;
+    }
+
+    .footer {
+      margin-top: 40px;
+      padding-top: 20px;
+      border-top: 1px solid #e5e7eb;
+      font-size: 11px;
+      color: #9ca3af;
+    }
+
+    @media print {
+      body { background: white; margin: 0; padding: 0; }
+      .page { margin: 0; box-shadow: none; }
+    }
+  </style>
+</head>
+<body>
+  <div class="page">
+    <div class="header">
+      <div class="header-title">${data.title}</div>
+      <div style="font-size: 13px; color: #6b7280; margin-top: 5px;">
+        ${formatDate(data.dateRange.start)} – ${formatDate(data.dateRange.end)}
+      </div>
+    </div>
+
+    <div class="section page-break">
+      <div class="section-title">Lead Funnel Analysis</div>
+      <table>
+        <thead>
+          <tr>
+            <th>Stage</th>
+            <th>Count</th>
+            <th>Conversion Rate</th>
+          </tr>
+        </thead>
+        <tbody>
+          ${data.funnelData
+        ? `
+            <tr>
+              <td>Cold</td>
+              <td>${data.funnelData.cold}</td>
+              <td>${data.funnelData.coldToWarmRate}%</td>
+            </tr>
+            <tr>
+              <td>Warm</td>
+              <td>${data.funnelData.warm}</td>
+              <td>${data.funnelData.warmToHotRate}%</td>
+            </tr>
+            <tr>
+              <td>Hot</td>
+              <td>${data.funnelData.hot}</td>
+              <td>${data.funnelData.hotToSalesReadyRate}%</td>
+            </tr>
+            <tr>
+              <td>Sales Ready</td>
+              <td>${data.funnelData['sales-ready']}</td>
+              <td>-</td>
+            </tr>
+          `
+        : '<tr><td colspan="3">No data available</td></tr>'}
+        </tbody>
+      </table>
+    </div>
+
+    <div class="section">
+      <div class="section-title">Revenue by Source</div>
+      <table>
+        <thead>
+          <tr>
+            <th>Source</th>
+            <th>Lead Count</th>
+            <th>Total Revenue</th>
+            <th>Avg Revenue/Lead</th>
+          </tr>
+        </thead>
+        <tbody>
+          ${data.revenueBySource
+        ? Object.entries(data.revenueBySource)
+            .map(([source, d]) => `
+            <tr>
+              <td>${source}</td>
+              <td>${d.count}</td>
+              <td>${d.revenue}</td>
+              <td>${d.avgRevenue}</td>
+            </tr>
+          `)
+            .join('')
+        : '<tr><td colspan="4">No data available</td></tr>'}
+        </tbody>
+      </table>
+    </div>
+
+    <div class="section page-break">
+      <div class="section-title">Top 5 High-Value Leads</div>
+      <table>
+        <thead>
+          <tr>
+            <th>Name</th>
+            <th>Company</th>
+            <th>Score</th>
+            <th>Revenue</th>
+            <th>Signals</th>
+            <th>Threat</th>
+          </tr>
+        </thead>
+        <tbody>
+          ${data.topLeads?.map(lead => `
+          <tr>
+            <td>${lead.name}</td>
+            <td>${lead.company}</td>
+            <td>${lead.score}%</td>
+            <td>${lead.revenue}</td>
+            <td>${lead.signals}</td>
+            <td>${lead.threatLevel}</td>
+          </tr>
+        `).join('') || '<tr><td colspan="6">No data available</td></tr>'}
+        </tbody>
+      </table>
+    </div>
+
+    <div class="section">
+      <div class="section-title">Signal Effectiveness Analysis</div>
+      <table>
+        <thead>
+          <tr>
+            <th>Signal Type</th>
+            <th>Total Signals</th>
+            <th>Conversions</th>
+            <th>Effectiveness</th>
+          </tr>
+        </thead>
+        <tbody>
+          ${data.signalEffectiveness
+        ? Object.entries(data.signalEffectiveness)
+            .map(([type, d]) => `
+            <tr>
+              <td>${type}</td>
+              <td>${d.total}</td>
+              <td>${d.conversions}</td>
+              <td>${d.effectiveness}%</td>
+            </tr>
+          `)
+            .join('')
+        : '<tr><td colspan="4">No data available</td></tr>'}
+        </tbody>
+      </table>
+    </div>
+
+    <div class="section page-break">
+      <div class="section-title">Market Trends & Opportunities</div>
+      <table>
+        <thead>
+          <tr>
+            <th>Trend</th>
+            <th>Frequency</th>
+          </tr>
+        </thead>
+        <tbody>
+          ${data.marketTrends?.map(trend => `
+          <tr>
+            <td>${trend.trend}</td>
+            <td>${trend.frequency} mentions</td>
+          </tr>
+        `).join('') || '<tr><td colspan="2">No trends detected</td></tr>'}
+        </tbody>
+      </table>
+    </div>
+
+    ${data.recommendations && data.recommendations.length > 0
+        ? `
+    <div class="section">
+      <div class="section-title">Recommendations & Next Steps</div>
+      <ol style="margin-left: 20px; font-size: 13px;">
+        ${data.recommendations.map(rec => `<li style="margin: 8px 0; line-height: 1.5;">${rec}</li>`).join('')}
+      </ol>
+    </div>
+    `
+        : ''}
+
+    <div class="footer">
+      <div><strong>Report ID:</strong> ${data.metadata?.id || 'N/A'}</div>
+      <div><strong>Generated:</strong> ${data.metadata?.dataFreshness || new Date().toLocaleString()}</div>
+      <div><strong>Version:</strong> ${data.metadata?.version || '1.0.0'}</div>
+    </div>
+  </div>
+</body>
+</html>
+  `;
+}
+/**
+ * Email notification template
+ */
+export function getEmailTemplate(reportType, reportPath) {
+    return `
+<html>
+  <body style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; line-height: 1.6; color: #333;">
+    <div style="max-width: 600px; margin: 0 auto; padding: 20px;">
+      <h2 style="color: #4F46E5;">Your ${reportType} Report is Ready</h2>
+      <p>Your ${reportType} report has been generated and is ready for review.</p>
+      <p><strong>Report Path:</strong> ${reportPath}</p>
+      <p>
+        <a href="file://${reportPath}" style="display: inline-block; background: #4F46E5; color: white; padding: 10px 20px; text-decoration: none; border-radius: 4px;">
+          View Report
+        </a>
+      </p>
+      <hr style="border: none; border-top: 1px solid #e5e7eb; margin: 20px 0;">
+      <p style="font-size: 12px; color: #6b7280;">
+        This is an automated report generated by Lean Claudient.
+        Do not reply to this email.
+      </p>
+    </div>
+  </body>
+</html>
+  `;
+}
+//# sourceMappingURL=templates.js.map