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dezky/apps/portal/components/partner/NewCustomReportModal.vue
T
Ronni Baslund 6370e392cc feat(reports): partner and platform analytics
Partner reports — health cohorts, revenue-by-plan, top customers, signup/churn cohorts, plus saved custom reports (create/list/delete). Operator platform-wide reports (MRR, revenue by plan, top tenants, growth). Replaces the reports fixtures in both apps.
2026-05-30 08:03:14 +02:00

313 lines
9.6 KiB
Vue

<script setup lang="ts">
// Two-column modal for building a partner custom report. Left: name +
// description + metric picker + filters + group-by. Right: schedule cards +
// recipients + format + live summary.
defineProps<{ open: boolean }>()
const emit = defineEmits<{
close: []
created: [
payload: {
name: string
description: string
metrics: string[]
filterPlan: string
filterStatus: string
groupBy: string
schedule: string
recipients: string[]
format: string
},
]
}>()
const METRICS = [
{ id: 'mrr', label: 'MRR', group: 'Revenue' },
{ id: 'arr', label: 'ARR', group: 'Revenue' },
{ id: 'margin', label: 'Partner margin', group: 'Revenue' },
{ id: 'arpu', label: 'ARPU', group: 'Revenue' },
{ id: 'health', label: 'Avg health score', group: 'Health' },
{ id: 'nps', label: 'NPS', group: 'Health' },
{ id: 'seats', label: 'Seats used', group: 'Usage' },
{ id: 'storage', label: 'Storage used', group: 'Usage' },
{ id: 'tickets', label: 'Tickets opened', group: 'Usage' },
{ id: 'churn', label: 'Churn rate', group: 'Retention' },
{ id: 'retention', label: 'Net retention', group: 'Retention' },
{ id: 'tenure', label: 'Avg tenure', group: 'Retention' },
] as const
const SCHEDULES = [
{ v: 'weekly', l: 'Weekly', d: 'Mondays · 09:00 CET' },
{ v: 'monthly', l: 'Monthly', d: '1st of the month · 09:00 CET' },
{ v: 'quarterly', l: 'Quarterly', d: '1st of Jan / Apr / Jul / Oct' },
{ v: 'ondemand', l: 'On-demand', d: 'No automatic schedule' },
] as const
const name = ref('Quarterly board — Q3 2026')
const description = ref('')
const metrics = ref<string[]>(['mrr', 'margin', 'churn', 'health'])
const filterPlan = ref('all')
const filterStatus = ref('all')
const groupBy = ref<'plan' | 'region' | 'owner' | 'none'>('plan')
const schedule = ref<'weekly' | 'monthly' | 'quarterly' | 'ondemand'>('quarterly')
const recipients = ref('board@dezky.com')
const format = ref<'pdf' | 'csv' | 'xlsx'>('pdf')
const grouped = computed(() => {
const out: Record<string, typeof METRICS[number][]> = {}
for (const m of METRICS) {
out[m.group] = out[m.group] || []
out[m.group]!.push(m)
}
return out
})
function toggle(id: string) {
if (metrics.value.includes(id)) metrics.value = metrics.value.filter((x) => x !== id)
else metrics.value = [...metrics.value, id]
}
</script>
<template>
<Modal
:open="open"
eyebrow="Partner reports · custom"
title="New custom report"
size="lg"
@close="emit('close')"
>
<div class="grid">
<!-- Left -->
<div class="col">
<label class="field">
<Eyebrow>Report name</Eyebrow>
<input v-model="name" />
</label>
<label class="field">
<Eyebrow>Description · optional</Eyebrow>
<input v-model="description" placeholder="What's this report for?" />
</label>
<div>
<Eyebrow>Metrics · pick what to include</Eyebrow>
<div class="metric-card">
<div v-for="(items, group) in grouped" :key="group" class="metric-group">
<Mono dim>{{ group }}</Mono>
<div class="chips">
<button
v-for="m in items"
:key="m.id"
type="button"
class="chip"
:class="{ on: metrics.includes(m.id) }"
@click="toggle(m.id)"
>
<UiIcon v-if="metrics.includes(m.id)" name="check" :size="11" :stroke-width="2.6" />
{{ m.label }}
</button>
</div>
</div>
</div>
</div>
<div class="row-2">
<label class="field">
<Eyebrow>Filter · plan</Eyebrow>
<select v-model="filterPlan">
<option value="all">All plans</option>
<option value="starter">Starter</option>
<option value="business">Business</option>
<option value="enterprise">Enterprise</option>
</select>
</label>
<label class="field">
<Eyebrow>Filter · status</Eyebrow>
<select v-model="filterStatus">
<option value="all">All statuses</option>
<option value="healthy">Healthy</option>
<option value="attention">Attention</option>
<option value="past_due">Past-due</option>
<option value="trial">Trial</option>
</select>
</label>
</div>
<div>
<Eyebrow>Group by</Eyebrow>
<div class="seg">
<button v-for="o in ['plan','region','owner','none'] as const" :key="o" :class="{ active: groupBy === o }" @click="groupBy = o">
{{ o === 'owner' ? 'Account owner' : o }}
</button>
</div>
</div>
</div>
<!-- Right -->
<div class="col">
<div>
<Eyebrow>Schedule</Eyebrow>
<div class="schedule-list">
<button
v-for="o in SCHEDULES"
:key="o.v"
type="button"
class="sched-card"
:class="{ selected: schedule === o.v }"
@click="schedule = o.v as any"
>
<span class="radio" :class="{ on: schedule === o.v }" />
<div>
<div class="sc-label">{{ o.l }}</div>
<Mono dim>{{ o.d }}</Mono>
</div>
</button>
</div>
</div>
<label v-if="schedule !== 'ondemand'" class="field">
<Eyebrow>Email to</Eyebrow>
<input v-model="recipients" placeholder="email, email, …" />
<Mono dim>comma-separated</Mono>
</label>
<div>
<Eyebrow>Format</Eyebrow>
<div class="seg">
<button v-for="f in ['pdf','csv','xlsx'] as const" :key="f" :class="{ active: format === f }" @click="format = f">
{{ f.toUpperCase() }}
</button>
</div>
</div>
<div class="summary">
<Eyebrow>Summary</Eyebrow>
<dl>
<div><Mono dim>name</Mono><span>{{ name || '—' }}</span></div>
<div><Mono dim>metrics</Mono><span>{{ metrics.length }} selected</span></div>
<div><Mono dim>grouped by</Mono><span>{{ groupBy }}</span></div>
<div><Mono dim>delivery</Mono><span>{{ schedule }} · {{ format.toUpperCase() }}</span></div>
</dl>
</div>
</div>
</div>
<template #footer>
<UiButton variant="ghost" @click="emit('close')">Cancel</UiButton>
<div style="flex:1" />
<UiButton variant="secondary">Save as draft</UiButton>
<UiButton
variant="primary"
:disabled="!name || metrics.length === 0"
@click="emit('created', { name, description, metrics, filterPlan, filterStatus, groupBy, schedule, recipients: recipients.split(',').map((r) => r.trim()).filter(Boolean), format }); emit('close')"
>
<template #leading><UiIcon name="check" :size="14" /></template>
Create report
</UiButton>
</template>
</Modal>
</template>
<style scoped>
.grid { display: grid; grid-template-columns: 1.4fr 1fr; gap: 20px; }
.col { display: flex; flex-direction: column; gap: 16px; }
.field { display: flex; flex-direction: column; gap: 6px; }
.field input, .field select {
padding: 9px 12px;
background: var(--surface);
border: 1px solid var(--border);
border-radius: 6px;
font-family: inherit;
font-size: 13px;
color: var(--text);
}
.field input:focus, .field select:focus { outline: none; border-color: var(--border-hi); }
.row-2 { display: grid; grid-template-columns: 1fr 1fr; gap: 10px; }
.metric-card {
margin-top: 8px;
padding: 12px;
background: var(--surface);
border: 1px solid var(--border);
border-radius: 6px;
display: flex;
flex-direction: column;
gap: 12px;
}
.metric-group { display: flex; flex-direction: column; gap: 6px; }
.chips { display: flex; flex-wrap: wrap; gap: 6px; }
.chip {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 4px 10px;
border-radius: 4px;
background: var(--bg);
border: 1px solid var(--border);
color: var(--text);
font-family: inherit;
font-size: 12px;
cursor: pointer;
}
.chip.on { background: var(--text); color: var(--bg); border-color: var(--text); }
.seg {
display: flex;
border: 1px solid var(--border);
border-radius: 6px;
padding: 2px;
background: var(--surface);
}
.seg button {
flex: 1;
padding: 6px 0;
border: none;
border-radius: 4px;
background: transparent;
color: var(--text);
font-size: 12px;
font-weight: 500;
cursor: pointer;
font-family: inherit;
text-transform: capitalize;
}
.seg button.active { background: var(--text); color: var(--bg); }
.schedule-list { display: flex; flex-direction: column; gap: 6px; margin-top: 8px; }
.sched-card {
display: flex;
align-items: center;
gap: 10px;
padding: 10px;
background: var(--surface);
border: 1px solid var(--border);
border-radius: 6px;
cursor: pointer;
font-family: inherit;
text-align: left;
}
.sched-card.selected { border-color: var(--text); background: var(--bg); }
.radio {
width: 14px;
height: 14px;
border-radius: 999px;
border: 1.5px solid var(--border-hi);
background: var(--bg);
flex-shrink: 0;
}
.radio.on { border: 4px solid var(--text); }
.sc-label { font-size: 13px; font-weight: 500; }
.summary {
padding: 12px;
background: var(--surface);
border: 1px solid var(--border);
border-radius: 6px;
}
.summary dl { display: flex; flex-direction: column; gap: 6px; margin: 8px 0 0; }
.summary dl div { display: flex; justify-content: space-between; font-size: 12px; }
.summary dl span { color: var(--text); }
</style>