Simpl-Resultat/src/components/reports/DynamicReportPanel.tsx
le king fu a04813ced2 feat: add 3rd level of category hierarchy
Support up to 3 levels of categories (e.g., Dépenses récurrentes →
Assurances → Assurance-auto) while keeping SQL JOINs bounded and
existing 2-level branches fully compatible.

Changes across 14 files:
- Types: add "level3" pivot field, depth property on budget row types
- Reports: grandparent JOIN for 3-level resolution in dynamic reports
- Categories: depth validation (max 3), auto is_inputable management,
  recursive tree operations, 3-level drag-drop with subtree validation
- Budget: 3-level grouping with intermediate subtotals, leaf-only
  aggregation, depth-based indentation (pl-8/pl-14)
- Seed data: Assurances split into Assurance-auto/habitation/vie
- i18n: level3 translations for FR and EN

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 19:54:05 -05:00

306 lines
12 KiB
TypeScript

import { useState, useEffect, useRef, useCallback } from "react";
import { useTranslation } from "react-i18next";
import { X } from "lucide-react";
import type { PivotConfig, PivotFieldId, PivotFilterEntry, PivotMeasureId, PivotZone } from "../../shared/types";
import { getDynamicFilterValues } from "../../services/reportService";
const ALL_FIELDS: PivotFieldId[] = ["year", "month", "type", "level1", "level2", "level3"];
const ALL_MEASURES: PivotMeasureId[] = ["periodic", "ytd"];
interface DynamicReportPanelProps {
config: PivotConfig;
onChange: (config: PivotConfig) => void;
}
export default function DynamicReportPanel({ config, onChange }: 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);
// A field is only "exhausted" if it's in all 3 zones (rows + columns + filters)
const inRows = new Set(config.rows);
const inColumns = new Set(config.columns);
const inFilters = new Set(Object.keys(config.filters) as PivotFieldId[]);
const assignedFields = new Set(
ALL_FIELDS.filter((f) => inRows.has(f) && inColumns.has(f) && inFilters.has(f))
);
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).then((vals) => {
setFilterValues((prev) => ({ ...prev, [fieldId]: vals }));
});
}
}
}, [filterFieldIds.join(",")]);
// 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]: { include: [], exclude: [] } };
}
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 toggleFilterInclude = (fieldId: string, value: string) => {
const entry: PivotFilterEntry = config.filters[fieldId] || { include: [], exclude: [] };
const isIncluded = entry.include.includes(value);
const newInclude = isIncluded ? entry.include.filter((v) => v !== value) : [...entry.include, value];
// Remove from exclude if adding to include
const newExclude = isIncluded ? entry.exclude : entry.exclude.filter((v) => v !== value);
onChange({ ...config, filters: { ...config.filters, [fieldId]: { include: newInclude, exclude: newExclude } } });
};
const toggleFilterExclude = (fieldId: string, value: string) => {
const entry: PivotFilterEntry = config.filters[fieldId] || { include: [], exclude: [] };
const isExcluded = entry.exclude.includes(value);
const newExclude = isExcluded ? entry.exclude.filter((v) => v !== value) : [...entry.exclude, value];
// Remove from include if adding to exclude
const newInclude = isExcluded ? entry.include : entry.include.filter((v) => v !== value);
onChange({ ...config, filters: { ...config.filters, [fieldId]: { include: newInclude, exclude: newExclude } } });
};
const fieldLabel = (id: string) => t(`reports.pivot.${id === "level1" ? "level1" : id === "level2" ? "level2" : id === "level3" ? "level3" : id === "type" ? "categoryType" : id}`);
const measureLabel = (id: string) => t(`reports.pivot.${id}`);
// Context menu only shows zones where the field is NOT already assigned
const getAvailableZones = (fieldId: string): PivotZone[] => {
const zones: PivotZone[] = [];
if (!inRows.has(fieldId as PivotFieldId)) zones.push("rows");
if (!inColumns.has(fieldId as PivotFieldId)) zones.push("columns");
if (!inFilters.has(fieldId as PivotFieldId)) zones.push("filters");
return zones;
};
const zoneLabels: Record<PivotZone, string> = {
rows: t("reports.pivot.rows"),
columns: t("reports.pivot.columns"),
filters: t("reports.pivot.filters"),
values: t("reports.pivot.values"),
};
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) => {
const entry = config.filters[fieldId] || { include: [], exclude: [] };
const hasActive = entry.include.length > 0 || entry.exclude.length > 0;
return (
<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 isIncluded = entry.include.includes(val);
const isExcluded = entry.exclude.includes(val);
return (
<button
key={val}
onClick={() => toggleFilterInclude(fieldId, val)}
onContextMenu={(e) => {
e.preventDefault();
toggleFilterExclude(fieldId, val);
}}
className={`px-2 py-0.5 rounded text-xs transition-colors ${
isIncluded
? "bg-[var(--primary)] text-white"
: isExcluded
? "bg-[var(--negative)] text-white line-through"
: hasActive
? "bg-[var(--muted)] text-[var(--muted-foreground)] opacity-50"
: "bg-[var(--muted)] text-[var(--foreground)]"
}`}
title={t("reports.pivot.rightClickExclude")}
>
{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>
{menuTarget.type === "measure" ? (
<button
onClick={() => assignTo("values")}
className="w-full text-left px-3 py-1.5 text-sm hover:bg-[var(--muted)] transition-colors"
>
{zoneLabels.values}
</button>
) : (
getAvailableZones(menuTarget.id).map((zone) => (
<button
key={zone}
onClick={() => assignTo(zone)}
className="w-full text-left px-3 py-1.5 text-sm hover:bg-[var(--muted)] transition-colors"
>
{zoneLabels[zone]}
</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>
);
}