Files
WebForm-mw/components/ReportView.tsx
Joel Brock ba88eb0165 Add /report — read-only activity history view
Mirrors the form's IA and Field Almanac aesthetic; same auth (cid/cs
checksum) so the org owner who can fill the form can also view its
history.

New routes:
- GET /api/report — verifies checksum, resolves the org via the
  Primary Contact relationship, fires Contact.get + Activity.get +
  OptionValue.get in parallel. For every form field with a civiField,
  walks all the org's Check-in (organizing) activities and collects
  every non-empty value into a sorted-DESC history list. Returns
  ReportPayload (orgName, currentStage, activities, fieldHistory,
  options). Has stub-mode payload for env-less local dev.
- /report — page entry; same layout shell (SiteHeader + SiteFooter,
  3xl page width). Eyebrow "Activity report - Co-op organizing".

ReportView component:
- ReportContextHeader: large org name, progress dots + uppercase
  "Current stage" eyebrow + the Civi option *label* on its own line
  at display-font xl/2xl leaf-800 (matches the form's header). Below
  it a 3-up stat band: total check-ins, fields tracked, date span.
- One accordion card per stage section, in stage-rank order. Only
  sections that have at least one field-with-entries render — past,
  current, or "future-with-data" all welcome; truly empty stages stay
  hidden so the page is calm.
- Same journey rail (md+) and mobile stem (md-) with past =
  check-filled-leaf, current = filled-leaf-with-ring, future = dashed
  hollow ring; solid leaf line vs dashed muted between markers.
- Within each card: divide-y rows. Field label and help on the left,
  most-recent value on the right in display-font lg leaf-800, dated
  beneath with an "{N} earlier entries" disclosure that expands a
  small vertical timeline (date on left, value on right).
- FormattedValue handles currency (Intl), percent, number (tabular
  nums), date (long, timezone-safe for YYYY-MM-DD), boolean (Yes/No),
  select/readonly (resolved via option group), multiselect (handles
  array or delimited string), file (filename), text-like (as-is).
- Loading / empty / error states match the form's treatments.

types/form.ts: new FieldHistoryEntry, ActivitySummary, ReportPayload.
The fieldHistory map keys by FieldConfig.name and only includes fields
that have at least one non-empty entry.
2026-05-13 12:33:26 -07:00

609 lines
20 KiB
TypeScript

"use client";
import { useEffect, useId, useMemo, useState } from "react";
import type {
FieldConfig,
FieldHistoryEntry,
FormConfig,
ReportPayload,
SelectOption,
StageSectionConfig,
} from "@/types/form";
import { STAGE_OPTION_GROUP_ID } from "@/config/form";
import { StageIcon } from "./StageIcon";
interface ReportViewProps {
config: FormConfig;
cid: string;
cs: string;
}
type LoadState =
| { kind: "loading" }
| { kind: "error"; message: string }
| { kind: "ready"; data: ReportPayload };
type PathwayState = "past" | "current" | "future";
const STAGE_RANK: Record<string, number> = {
Inquiry: 0,
Organizing: 1,
Feasibility: 2,
"Business feasibility": 3,
"Store Implementation": 4,
"Stabilize newly opened co-op": 5,
};
export function ReportView({ config, cid, cs }: ReportViewProps) {
const [load, setLoad] = useState<LoadState>({ kind: "loading" });
useEffect(() => {
let cancelled = false;
async function go() {
try {
const url = new URL("/api/report", window.location.origin);
url.searchParams.set("cid", cid);
url.searchParams.set("cs", cs);
const res = await fetch(url.toString(), { cache: "no-store" });
if (!res.ok) {
const text = await res.text();
let message = `Could not load report (HTTP ${res.status}).`;
try {
const j = JSON.parse(text) as { error?: string };
if (j.error) message = j.error;
} catch { /* default */ }
if (!cancelled) setLoad({ kind: "error", message });
return;
}
const data: ReportPayload = await res.json();
if (!cancelled) setLoad({ kind: "ready", data });
} catch (e) {
if (!cancelled) {
setLoad({
kind: "error",
message: e instanceof Error ? e.message : "Unexpected error loading report.",
});
}
}
}
void go();
return () => {
cancelled = true;
};
}, [cid, cs]);
const sectionsToRender = useMemo(() => {
if (load.kind !== "ready") return [];
const { currentStage, fieldHistory } = load.data;
const currentRank = STAGE_RANK[currentStage] ?? 0;
return config.sections
.map((section) => {
const fieldsWithHistory = section.fields.filter(
(f) => fieldHistory[f.name] && fieldHistory[f.name].length > 0,
);
const pathwayState: PathwayState =
section.rank < currentRank ? "past" : section.rank === currentRank ? "current" : "future";
return { section, fieldsWithHistory, pathwayState };
})
.filter((e) => e.fieldsWithHistory.length > 0);
}, [load, config.sections]);
if (load.kind === "loading") return <LoadingState />;
if (load.kind === "error") return <ErrorState message={load.message} />;
const { data } = load;
const stageOpts = data.options?.[STAGE_OPTION_GROUP_ID] ?? [];
const currentStageLabel =
stageOpts.find((o) => o.value === data.currentStage)?.label ?? data.currentStage;
const currentRank = STAGE_RANK[data.currentStage] ?? 0;
const dateRange = computeDateRange(data.activities.map((a) => a.date));
const totalActivities = data.activities.length;
const totalFieldsTracked = Object.keys(data.fieldHistory).length;
return (
<div className="space-y-5">
<ReportContextHeader
orgName={data.orgName}
currentStageLabel={currentStageLabel}
currentRank={currentRank}
totalActivities={totalActivities}
totalFieldsTracked={totalFieldsTracked}
dateRange={dateRange}
/>
{sectionsToRender.length === 0 ? (
<EmptyState />
) : (
<ol className="relative space-y-5 md:pl-12">
{sectionsToRender.map((entry, i) => {
const { section, pathwayState, fieldsWithHistory } = entry;
const nextState =
i < sectionsToRender.length - 1 ? sectionsToRender[i + 1].pathwayState : undefined;
return (
<li key={section.id} className="relative list-none">
<MobileStem show={i > 0} state={pathwayState} />
<RailMarker rank={section.rank} state={pathwayState} nextState={nextState} />
<ReportSection
section={section}
fields={fieldsWithHistory}
history={data.fieldHistory}
options={data.options ?? {}}
isCurrent={pathwayState === "current"}
defaultOpen={pathwayState === "current" || section.rank === 0}
/>
</li>
);
})}
</ol>
)}
</div>
);
}
function ReportContextHeader({
orgName,
currentStageLabel,
currentRank,
totalActivities,
totalFieldsTracked,
dateRange,
}: {
orgName: string;
currentStageLabel: string;
currentRank: number;
totalActivities: number;
totalFieldsTracked: number;
dateRange: { from: string; to: string } | null;
}) {
return (
<header className="rounded-lg border border-rule bg-paper-2/40 px-6 py-5 sm:px-7 sm:py-6">
<p className="text-[11px] uppercase tracking-[0.18em] text-ink-mute">Report for</p>
<h1 className="mt-1 font-display text-3xl font-medium leading-tight tracking-tight text-ink sm:text-[34px]">
{orgName}
</h1>
<div className="mt-4 flex items-center gap-3">
<StageProgress currentRank={currentRank} />
<span className="text-[10px] uppercase tracking-[0.16em] font-medium text-ink-mute">
Current stage
</span>
</div>
<p className="mt-1.5 font-display text-xl sm:text-2xl font-medium leading-tight tracking-tight text-leaf-800">
{currentStageLabel || "—"}
</p>
<dl className="mt-5 grid grid-cols-3 gap-3 border-t border-rule-soft pt-4 text-sm sm:gap-6">
<Stat label="Check-ins" value={String(totalActivities)} />
<Stat label="Fields tracked" value={String(totalFieldsTracked)} />
<Stat
label="Span"
value={dateRange ? `${formatShortDate(dateRange.from)} - ${formatShortDate(dateRange.to)}` : "—"}
/>
</dl>
</header>
);
}
function Stat({ label, value }: { label: string; value: string }) {
return (
<div>
<dt className="text-[10px] uppercase tracking-[0.14em] font-medium text-ink-mute">
{label}
</dt>
<dd className="mt-0.5 font-display text-base font-medium text-ink tabular-nums sm:text-lg">
{value}
</dd>
</div>
);
}
function StageProgress({ currentRank }: { currentRank: number }) {
return (
<div className="flex items-center gap-1.5" role="img" aria-label={`Stage ${currentRank} of 5`}>
{[0, 1, 2, 3, 4, 5].map((r) => (
<span
key={r}
className={
"h-1.5 rounded-full transition-all " +
(r < currentRank
? "w-2.5 bg-leaf-300"
: r === currentRank
? "w-6 bg-leaf-700"
: "w-2.5 bg-rule-soft")
}
/>
))}
</div>
);
}
function ReportSection({
section,
fields,
history,
options,
isCurrent,
defaultOpen,
}: {
section: StageSectionConfig;
fields: FieldConfig[];
history: Record<string, FieldHistoryEntry[]>;
options: Record<number, SelectOption[]>;
isCurrent: boolean;
defaultOpen: boolean;
}) {
const [open, setOpen] = useState(defaultOpen);
const headingId = useId();
const panelId = useId();
const cardClass = isCurrent
? "border-2 border-leaf-600 shadow-[0_1px_0_0_rgba(0,0,0,0.04),0_8px_24px_-12px_rgba(60,80,40,0.18)] bg-white/95"
: "border border-rule bg-white/95 shadow-sm";
return (
<section
aria-labelledby={headingId}
className={"overflow-hidden rounded-lg transition " + cardClass}
>
<h2 id={headingId} className="m-0">
<button
type="button"
onClick={() => setOpen((v) => !v)}
aria-expanded={open}
aria-controls={panelId}
className={
"group relative flex w-full items-center gap-4 px-5 py-4 text-left transition-colors sm:px-6 " +
(isCurrent ? "bg-leaf-50/60" : "hover:bg-paper-2/60")
}
>
<StageRankMark rank={section.rank} isCurrent={isCurrent} />
<span className="flex-1 min-w-0">
<span className="block font-display text-lg font-medium leading-tight tracking-tight text-ink sm:text-xl">
{section.label}
</span>
<span className="mt-1 flex items-center gap-3 text-xs text-ink-mute">
{isCurrent && (
<span className="inline-flex items-center gap-1.5 rounded-full border border-clay-200 bg-clay-100/70 px-2 py-0.5 font-medium text-clay-700 uppercase tracking-[0.08em]">
<span className="h-1.5 w-1.5 rounded-full bg-clay-600" aria-hidden />
Current stage
</span>
)}
<span className="tabular-nums">
{fields.length} {fields.length === 1 ? "field" : "fields"} with entries
</span>
</span>
</span>
<Chevron open={open} />
</button>
</h2>
<div
id={panelId}
role="region"
aria-labelledby={headingId}
hidden={!open}
className="border-t border-rule-soft"
>
<div className="divide-y divide-rule-soft">
{fields.map((f) => (
<FieldHistoryRow
key={f.name}
field={f}
entries={history[f.name] ?? []}
options={options}
/>
))}
</div>
</div>
</section>
);
}
function StageRankMark({ rank, isCurrent }: { rank: number; isCurrent: boolean }) {
return (
<span aria-hidden className="relative inline-flex h-12 w-12 flex-shrink-0 items-center justify-center">
<StageIcon
rank={rank}
className={
"absolute inset-0 h-12 w-12 transition-opacity " +
(isCurrent ? "text-leaf-700 opacity-100" : "text-leaf-600 opacity-50")
}
/>
<span
className={
"relative z-10 inline-flex h-5 w-5 items-center justify-center rounded-full text-[10px] font-semibold tabular-nums shadow-sm " +
(isCurrent ? "bg-leaf-700 text-paper" : "bg-paper text-ink-soft border border-rule")
}
style={{ marginLeft: 28, marginTop: 28 }}
>
{rank}
</span>
</span>
);
}
function Chevron({ open }: { open: boolean }) {
return (
<svg
aria-hidden
viewBox="0 0 20 20"
fill="none"
stroke="currentColor"
strokeWidth="1.5"
strokeLinecap="round"
className={"h-5 w-5 flex-shrink-0 text-ink-mute transition-transform duration-300 " + (open ? "rotate-180" : "")}
>
<path d="M5 8 L10 13 L15 8" />
</svg>
);
}
function FieldHistoryRow({
field,
entries,
options,
}: {
field: FieldConfig;
entries: FieldHistoryEntry[];
options: Record<number, SelectOption[]>;
}) {
const [expanded, setExpanded] = useState(false);
const latest = entries[0];
const priorEntries = entries.slice(1);
return (
<div className="px-5 py-4 sm:px-7">
<div className="flex flex-col gap-1.5 sm:flex-row sm:items-baseline sm:justify-between sm:gap-6">
<div className="min-w-0 sm:max-w-[16rem]">
<p className="text-sm font-medium text-ink">{field.label}</p>
{field.help && (
<p className="mt-0.5 text-xs leading-relaxed text-ink-mute">{field.help}</p>
)}
</div>
<div className="flex-1 min-w-0 text-left sm:text-right">
<p className="font-display text-lg font-medium leading-snug text-leaf-800 tabular-nums">
<FormattedValue value={latest.value} field={field} options={options} />
</p>
<p className="mt-0.5 text-[11px] uppercase tracking-[0.1em] text-ink-mute">
as of {formatShortDate(latest.date)}
{priorEntries.length > 0 && (
<>
{" · "}
<button
type="button"
onClick={() => setExpanded((v) => !v)}
aria-expanded={expanded}
className="font-medium normal-case tracking-normal text-leaf-700 hover:text-leaf-800 hover:underline focus:outline-none focus-visible:underline"
>
{expanded ? "Hide" : `${priorEntries.length} earlier ${priorEntries.length === 1 ? "entry" : "entries"}`}
</button>
</>
)}
</p>
</div>
</div>
{expanded && priorEntries.length > 0 && (
<ol className="mt-3 space-y-1.5 border-l-2 border-rule-soft pl-4 sm:ml-auto sm:max-w-[24rem]">
{priorEntries.map((e) => (
<li
key={e.activityId}
className="flex items-baseline justify-between gap-4 text-sm"
>
<span className="text-[11px] uppercase tracking-[0.1em] text-ink-mute tabular-nums">
{formatShortDate(e.date)}
</span>
<span className="text-right text-ink-soft tabular-nums">
<FormattedValue value={e.value} field={field} options={options} />
</span>
</li>
))}
</ol>
)}
</div>
);
}
const currencyFmt = new Intl.NumberFormat("en-US", {
style: "currency",
currency: "USD",
maximumFractionDigits: 2,
});
const numberFmt = new Intl.NumberFormat("en-US");
function FormattedValue({
value,
field,
options,
}: {
value: unknown;
field: FieldConfig;
options: Record<number, SelectOption[]>;
}) {
if (value === null || value === undefined || value === "") return <></>;
const opts: SelectOption[] | undefined = field.optionGroupId
? options[field.optionGroupId]
: field.options;
switch (field.type) {
case "currency": {
const n = typeof value === "number" ? value : Number(value);
return <>{Number.isFinite(n) ? currencyFmt.format(n) : String(value)}</>;
}
case "percent": {
const n = typeof value === "number" ? value : Number(value);
return <>{Number.isFinite(n) ? `${n}%` : String(value)}</>;
}
case "number": {
const n = typeof value === "number" ? value : Number(value);
return <>{Number.isFinite(n) ? numberFmt.format(n) : String(value)}</>;
}
case "date":
return <>{formatLongDate(String(value))}</>;
case "boolean":
return <>{value ? "Yes" : "No"}</>;
case "select":
case "readonly": {
const v = String(value);
const found = opts?.find((o) => o.value === v);
return <>{found?.label ?? v}</>;
}
case "multiselect": {
let parts: string[];
if (Array.isArray(value)) {
parts = value.map(String);
} else {
parts = String(value).split(/[|,]/).map((s) => s.trim()).filter(Boolean);
}
const labels = parts.map((p) => opts?.find((o) => o.value === p)?.label ?? p);
return <>{labels.join(", ")}</>;
}
case "file":
return <>{String(value)}</>;
case "textarea":
case "text":
case "email":
case "phone":
default:
return <>{String(value)}</>;
}
}
function formatShortDate(iso: string): string {
if (!iso) return "—";
const d = new Date(iso);
if (Number.isNaN(d.getTime())) return iso;
return d.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
}
function formatLongDate(iso: string): string {
if (!iso) return "—";
const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(iso);
const d = m
? new Date(Number(m[1]), Number(m[2]) - 1, Number(m[3]))
: new Date(iso);
if (Number.isNaN(d.getTime())) return iso;
return d.toLocaleDateString("en-US", { month: "long", day: "numeric", year: "numeric" });
}
function computeDateRange(dates: string[]): { from: string; to: string } | null {
if (dates.length === 0) return null;
const times = dates
.map((d) => new Date(d).getTime())
.filter((t) => Number.isFinite(t));
if (times.length === 0) return null;
const min = new Date(Math.min(...times)).toISOString();
const max = new Date(Math.max(...times)).toISOString();
return { from: min, to: max };
}
function RailMarker({
rank,
state,
nextState,
}: {
rank: number;
state: PathwayState;
nextState?: PathwayState;
}) {
return (
<div
aria-hidden
className="pointer-events-none hidden md:block absolute -left-9 top-0 bottom-0 w-7"
>
{nextState && (
<span
className={
"absolute left-1/2 -translate-x-1/2 top-11 -bottom-11 " +
(nextState === "future"
? "w-0 border-l border-dashed border-rule"
: "w-px bg-leaf-500/70")
}
/>
)}
<MarkerCircle rank={rank} state={state} />
</div>
);
}
function MarkerCircle({ rank, state }: { rank: number; state: PathwayState }) {
if (state === "past") {
return (
<span className="absolute left-1/2 -translate-x-1/2 top-6 inline-flex h-5 w-5 items-center justify-center rounded-full bg-leaf-700 text-paper shadow-sm">
<svg viewBox="0 0 12 12" fill="none" stroke="currentColor" strokeWidth="2.25" strokeLinecap="round" strokeLinejoin="round" className="h-2.5 w-2.5">
<path d="M3 6.5l2 2 4-5" />
</svg>
<span className="sr-only">Stage {rank} (past)</span>
</span>
);
}
if (state === "current") {
return (
<span className="absolute left-1/2 -translate-x-1/2 top-6 inline-flex h-6 w-6 items-center justify-center rounded-full bg-leaf-700 text-paper text-[10px] font-semibold shadow-md ring-2 ring-leaf-100">
{rank}
<span className="sr-only">Stage {rank} (current)</span>
</span>
);
}
return (
<span className="absolute left-1/2 -translate-x-1/2 top-6 inline-flex h-5 w-5 items-center justify-center rounded-full border border-dashed border-rule bg-paper text-ink-mute">
<span className="text-[9px] font-medium tabular-nums">{rank}</span>
<span className="sr-only">Stage {rank} (no entries)</span>
</span>
);
}
function MobileStem({ show, state }: { show: boolean; state: PathwayState }) {
if (!show) return null;
return (
<div aria-hidden className="md:hidden -mt-4 mb-1.5 flex justify-center">
<span
className={
"block h-4 " +
(state === "future"
? "w-0 border-l border-dashed border-rule"
: "w-px bg-leaf-500/70")
}
/>
</div>
);
}
function LoadingState() {
return (
<div className="rounded-lg border border-rule bg-paper px-6 py-12 text-center">
<div
aria-hidden
className="mx-auto mb-4 h-7 w-7 animate-spin rounded-full border-[1.5px] border-rule border-t-leaf-700"
/>
<p className="font-display text-base text-ink-soft italic">Loading your activity report</p>
</div>
);
}
function EmptyState() {
return (
<div className="rounded-lg border border-dashed border-rule bg-paper-2/30 px-6 py-10 text-center">
<p className="font-display text-lg text-ink-soft">No entries on file yet.</p>
<p className="mt-2 text-sm text-ink-mute">
Your co-op&apos;s first check-in will appear here once it&apos;s submitted.
</p>
</div>
);
}
function ErrorState({ message }: { message: string }) {
return (
<div role="alert" className="rounded-lg border-2 border-clay-200 bg-clay-100/30 px-6 py-7">
<h2 className="font-display text-xl font-medium text-clay-700">
We couldn&apos;t open your report.
</h2>
<p className="mt-3 text-sm leading-relaxed text-ink-soft">{message}</p>
<p className="mt-4 text-sm text-ink-soft">
If this keeps happening, please contact your engagement coordinator.
</p>
</div>
);
}