Simpl-Resultat/src/components/reports/DynamicReportPanel.tsx
le king fu 20b3a54ec7 feat: add Dynamic Report (pivot table) tab to Reports page
Implement a pivot table feature allowing users to compose custom reports
by assigning dimensions (Year, Month, Type, Level 1/2) to rows, columns,
and filters, with periodic and YTD measures as values. Includes a side
panel for configuration, a dynamic table with subtotals, and a stacked
bar chart visualization.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 08:26:50 -05:00

264 lines
10 KiB
TypeScript

import { useState, useEffect, useRef, useCallback } from "react";
import { useTranslation } from "react-i18next";
import { X } from "lucide-react";
import type { PivotConfig, PivotFieldId, PivotMeasureId, PivotZone } from "../../shared/types";
import { getDynamicFilterValues } from "../../services/reportService";
const ALL_FIELDS: PivotFieldId[] = ["year", "month", "type", "level1", "level2"];
const ALL_MEASURES: PivotMeasureId[] = ["periodic", "ytd"];
interface DynamicReportPanelProps {
config: PivotConfig;
onChange: (config: PivotConfig) => void;
dateFrom?: string;
dateTo?: string;
}
export default function DynamicReportPanel({ config, onChange, dateFrom, dateTo }: DynamicReportPanelProps) {
const { t } = useTranslation();
const [menuTarget, setMenuTarget] = useState<{ id: string; type: "field" | "measure"; x: number; y: number } | null>(null);
const [filterValues, setFilterValues] = useState<Record<string, string[]>>({});
const menuRef = useRef<HTMLDivElement>(null);
// Fields currently assigned somewhere
const assignedFields = new Set([...config.rows, ...config.columns, ...Object.keys(config.filters) as PivotFieldId[]]);
const assignedMeasures = new Set(config.values);
const availableFields = ALL_FIELDS.filter((f) => !assignedFields.has(f));
const availableMeasures = ALL_MEASURES.filter((m) => !assignedMeasures.has(m));
// Load filter values when a field is added to filters
const filterFieldIds = Object.keys(config.filters) as PivotFieldId[];
useEffect(() => {
for (const fieldId of filterFieldIds) {
if (!filterValues[fieldId]) {
getDynamicFilterValues(fieldId as PivotFieldId, dateFrom, dateTo).then((vals) => {
setFilterValues((prev) => ({ ...prev, [fieldId]: vals }));
});
}
}
}, [filterFieldIds.join(","), dateFrom, dateTo]);
// Close menu on outside click
useEffect(() => {
if (!menuTarget) return;
const handler = (e: MouseEvent) => {
if (menuRef.current && !menuRef.current.contains(e.target as Node)) {
setMenuTarget(null);
}
};
document.addEventListener("mousedown", handler);
return () => document.removeEventListener("mousedown", handler);
}, [menuTarget]);
const handleFieldClick = (id: string, type: "field" | "measure", e: React.MouseEvent) => {
setMenuTarget({ id, type, x: e.clientX, y: e.clientY });
};
const assignTo = useCallback((zone: PivotZone) => {
if (!menuTarget) return;
const next = { ...config, rows: [...config.rows], columns: [...config.columns], filters: { ...config.filters }, values: [...config.values] };
if (menuTarget.type === "measure") {
if (zone === "values") {
next.values = [...next.values, menuTarget.id as PivotMeasureId];
}
} else {
const fieldId = menuTarget.id as PivotFieldId;
if (zone === "rows") next.rows = [...next.rows, fieldId];
else if (zone === "columns") next.columns = [...next.columns, fieldId];
else if (zone === "filters") next.filters = { ...next.filters, [fieldId]: [] };
}
setMenuTarget(null);
onChange(next);
}, [menuTarget, config, onChange]);
const removeFrom = (zone: PivotZone, id: string) => {
const next = { ...config, rows: [...config.rows], columns: [...config.columns], filters: { ...config.filters }, values: [...config.values] };
if (zone === "rows") next.rows = next.rows.filter((f) => f !== id);
else if (zone === "columns") next.columns = next.columns.filter((f) => f !== id);
else if (zone === "filters") {
const { [id]: _, ...rest } = next.filters;
next.filters = rest;
} else if (zone === "values") next.values = next.values.filter((m) => m !== id);
onChange(next);
};
const toggleFilterValue = (fieldId: string, value: string) => {
const current = config.filters[fieldId] || [];
const next = current.includes(value) ? current.filter((v) => v !== value) : [...current, value];
onChange({ ...config, filters: { ...config.filters, [fieldId]: next } });
};
const fieldLabel = (id: string) => t(`reports.pivot.${id === "level1" ? "level1" : id === "level2" ? "level2" : id === "type" ? "categoryType" : id}`);
const measureLabel = (id: string) => t(`reports.pivot.${id}`);
const zoneOptions: { zone: PivotZone; label: string; forMeasure: boolean }[] = [
{ zone: "rows", label: t("reports.pivot.rows"), forMeasure: false },
{ zone: "columns", label: t("reports.pivot.columns"), forMeasure: false },
{ zone: "filters", label: t("reports.pivot.filters"), forMeasure: false },
{ zone: "values", label: t("reports.pivot.values"), forMeasure: true },
];
return (
<div className="w-64 shrink-0 bg-[var(--card)] border border-[var(--border)] rounded-xl p-4 space-y-4 text-sm h-fit sticky top-4">
{/* Available Fields */}
<div>
<h3 className="font-medium text-[var(--muted-foreground)] mb-2">{t("reports.pivot.availableFields")}</h3>
<div className="flex flex-wrap gap-1.5">
{availableFields.map((f) => (
<button
key={f}
onClick={(e) => handleFieldClick(f, "field", e)}
className="px-2.5 py-1 rounded-lg bg-[var(--muted)] text-[var(--foreground)] hover:bg-[var(--border)] transition-colors text-xs"
>
{fieldLabel(f)}
</button>
))}
{availableMeasures.map((m) => (
<button
key={m}
onClick={(e) => handleFieldClick(m, "measure", e)}
className="px-2.5 py-1 rounded-lg bg-[var(--primary)]/10 text-[var(--primary)] hover:bg-[var(--primary)]/20 transition-colors text-xs"
>
{measureLabel(m)}
</button>
))}
{availableFields.length === 0 && availableMeasures.length === 0 && (
<span className="text-xs text-[var(--muted-foreground)]"></span>
)}
</div>
</div>
{/* Rows */}
<ZoneSection
label={t("reports.pivot.rows")}
items={config.rows}
getLabel={fieldLabel}
onRemove={(id) => removeFrom("rows", id)}
/>
{/* Columns */}
<ZoneSection
label={t("reports.pivot.columns")}
items={config.columns}
getLabel={fieldLabel}
onRemove={(id) => removeFrom("columns", id)}
/>
{/* Filters */}
<div>
<h3 className="font-medium text-[var(--muted-foreground)] mb-1">{t("reports.pivot.filters")}</h3>
{filterFieldIds.length === 0 ? (
<span className="text-xs text-[var(--muted-foreground)]"></span>
) : (
<div className="space-y-2">
{filterFieldIds.map((fieldId) => (
<div key={fieldId}>
<div className="flex items-center gap-1 mb-1">
<span className="text-xs font-medium">{fieldLabel(fieldId)}</span>
<button onClick={() => removeFrom("filters", fieldId)} className="text-[var(--muted-foreground)] hover:text-[var(--negative)]">
<X size={12} />
</button>
</div>
<div className="flex flex-wrap gap-1">
{(filterValues[fieldId] || []).map((val) => {
const selected = (config.filters[fieldId] || []).includes(val);
const isActiveFilter = (config.filters[fieldId] || []).length > 0;
return (
<button
key={val}
onClick={() => toggleFilterValue(fieldId, val)}
className={`px-2 py-0.5 rounded text-xs transition-colors ${
selected
? "bg-[var(--primary)] text-white"
: isActiveFilter
? "bg-[var(--muted)] text-[var(--muted-foreground)] opacity-50"
: "bg-[var(--muted)] text-[var(--foreground)]"
}`}
>
{val}
</button>
);
})}
</div>
</div>
))}
</div>
)}
</div>
{/* Values */}
<ZoneSection
label={t("reports.pivot.values")}
items={config.values}
getLabel={measureLabel}
onRemove={(id) => removeFrom("values", id)}
accent
/>
{/* Context menu */}
{menuTarget && (
<div
ref={menuRef}
className="fixed z-50 bg-[var(--card)] border border-[var(--border)] rounded-lg shadow-lg py-1 min-w-[140px]"
style={{ left: menuTarget.x, top: menuTarget.y }}
>
<div className="px-3 py-1 text-xs text-[var(--muted-foreground)]">{t("reports.pivot.addTo")}</div>
{zoneOptions
.filter((opt) => (menuTarget.type === "measure") === opt.forMeasure)
.map((opt) => (
<button
key={opt.zone}
onClick={() => assignTo(opt.zone)}
className="w-full text-left px-3 py-1.5 text-sm hover:bg-[var(--muted)] transition-colors"
>
{opt.label}
</button>
))}
</div>
)}
</div>
);
}
function ZoneSection({
label,
items,
getLabel,
onRemove,
accent,
}: {
label: string;
items: string[];
getLabel: (id: string) => string;
onRemove: (id: string) => void;
accent?: boolean;
}) {
return (
<div>
<h3 className="font-medium text-[var(--muted-foreground)] mb-1">{label}</h3>
{items.length === 0 ? (
<span className="text-xs text-[var(--muted-foreground)]"></span>
) : (
<div className="flex flex-wrap gap-1.5">
{items.map((id) => (
<span
key={id}
className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-lg text-xs ${
accent
? "bg-[var(--primary)]/10 text-[var(--primary)]"
: "bg-[var(--muted)] text-[var(--foreground)]"
}`}
>
{getLabel(id)}
<button onClick={() => onRemove(id)} className="hover:text-[var(--negative)]">
<X size={12} />
</button>
</span>
))}
</div>
)}
</div>
);
}