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Generated by Spark: Create PDF export format for reports
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355
PDF_EXPORT.md
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355
PDF_EXPORT.md
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# PDF Export Documentation
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## Overview
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The PDF export functionality provides comprehensive report generation capabilities for the WorkForce Pro platform. Users can export data tables, financial reports, and custom reports to PDF format with professional formatting.
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## Features
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### Core Capabilities
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- **Table Export**: Export data tables with customizable columns and formatting
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- **Report Generation**: Create multi-section reports with titles, headings, tables, and metadata
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- **Page Management**: Automatic page breaks and pagination
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- **Customization**: Configure page size, orientation, timestamps, and page numbers
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- **Professional Formatting**: Clean, readable output with proper spacing and alignment
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### Supported Export Formats
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- CSV (Comma-Separated Values)
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- Excel/XLSX (Microsoft Excel)
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- JSON (JavaScript Object Notation)
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- **PDF (Portable Document Format)** ⭐ NEW
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## Usage
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### 1. Basic Table Export
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```typescript
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import { usePDFExport, type PDFTableColumn } from '@/hooks/use-pdf-export'
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const { exportTableToPDF } = usePDFExport()
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const columns: PDFTableColumn[] = [
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{ header: 'Name', key: 'name', align: 'left' },
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{ header: 'Amount', key: 'amount', align: 'right', format: (val) => `$${val}` }
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]
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const data = [
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{ name: 'Item 1', amount: 1000 },
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{ name: 'Item 2', amount: 2000 }
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]
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exportTableToPDF(data, columns, {
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filename: 'report',
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title: 'Financial Report',
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orientation: 'portrait',
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pageSize: 'a4'
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})
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```
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### 2. Advanced Report with Multiple Sections
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```typescript
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import { usePDFExport, type PDFSection } from '@/hooks/use-pdf-export'
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const { exportReportToPDF } = usePDFExport()
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const sections: PDFSection[] = [
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{
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type: 'heading',
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content: 'Executive Summary'
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},
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{
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type: 'paragraph',
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content: 'This report covers Q4 2025 financial performance.'
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},
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{
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type: 'spacer',
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height: 20
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},
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{
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type: 'divider'
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},
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{
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type: 'table',
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data: tableData,
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columns: tableColumns
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}
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]
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exportReportToPDF(
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{
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title: 'Q4 2025 Financial Report',
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summary: 'Comprehensive quarterly analysis',
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sections
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},
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{
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filename: 'q4-2025-report',
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orientation: 'landscape',
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includeTimestamp: true,
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includePageNumbers: true
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}
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)
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```
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### 3. Using Data Export Hook (All Formats)
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```typescript
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import { useDataExport } from '@/hooks/use-data-export'
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const { exportData, exportToPDF } = useDataExport()
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// Export to any format
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exportData(data, {
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format: 'pdf',
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filename: 'export',
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title: 'Data Export',
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columns: ['id', 'name', 'amount']
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})
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// Or directly to PDF
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exportToPDF(data, {
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filename: 'report',
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title: 'Report Title',
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columnHeaders: {
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id: 'ID',
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name: 'Name',
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amount: 'Amount'
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}
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})
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```
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## Components with PDF Export
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### 1. Reports View
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The main Reports view includes a dedicated PDF export button for financial reports:
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- Margin analysis tables
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- Revenue and cost breakdowns
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- Forecast data
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- Summary metrics
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**Location**: `src/components/ReportsView.tsx`
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### 2. Advanced Data Table
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All data tables automatically include PDF export in their export menu:
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- Timesheets
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- Invoices
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- Payroll runs
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- Expenses
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- Compliance documents
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**Location**: `src/components/AdvancedDataTable.tsx`
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### 3. Custom Report Builder
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Custom reports can be exported to PDF with full formatting:
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- Grouped data
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- Aggregated metrics
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- Filtered results
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**Location**: `src/components/reports/ReportResultTable.tsx`
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### 4. Scheduled Reports
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Scheduled automatic reports support PDF as an output format:
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- Daily, weekly, monthly, or quarterly reports
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- Automatic generation and distribution
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- Email delivery support
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**Location**: `src/components/ScheduledReportsManager.tsx`
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## Configuration Options
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### PDF Export Options
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```typescript
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interface PDFExportOptions {
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filename?: string // Output filename (without .pdf extension)
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title?: string // Document title
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orientation?: 'portrait' | 'landscape' // Page orientation
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pageSize?: 'a4' | 'letter' | 'legal' // Paper size
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includeTimestamp?: boolean // Add generation timestamp
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includePageNumbers?: boolean // Add page numbers
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metadata?: {
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author?: string
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subject?: string
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keywords?: string
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}
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}
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```
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### PDF Table Column Options
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```typescript
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interface PDFTableColumn {
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header: string // Column header text
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key: string // Data key
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width?: number // Column width (optional)
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align?: 'left' | 'center' | 'right' // Text alignment
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format?: (value: any) => string // Custom formatter
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}
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```
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### PDF Section Types
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```typescript
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type PDFSection = {
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type: 'title' // Large title (24pt)
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content: string
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} | {
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type: 'heading' // Section heading (16pt)
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content: string
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} | {
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type: 'paragraph' // Body text (11pt)
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content: string
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} | {
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type: 'table' // Data table
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data: any[]
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columns: PDFTableColumn[]
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} | {
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type: 'spacer' // Vertical spacing
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height?: number
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} | {
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type: 'divider' // Horizontal line
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}
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```
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## Page Sizes and Dimensions
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| Size | Portrait (W×H) | Landscape (W×H) |
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|--------|---------------|-----------------|
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| A4 | 595 × 842 pts | 842 × 595 pts |
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| Letter | 612 × 792 pts | 792 × 612 pts |
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| Legal | 612 × 1008 pts| 1008 × 612 pts |
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## Best Practices
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### 1. Column Configuration
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- Use clear, descriptive headers
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- Apply right alignment for numbers
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- Add format functions for currency, dates, and percentages
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- Limit columns to 5-7 for portrait, 8-10 for landscape
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### 2. Report Structure
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- Start with a title section
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- Add summary paragraphs for context
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- Use spacers for visual breathing room
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- Include dividers to separate major sections
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- Add tables after explanatory text
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### 3. Performance
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- Limit tables to 100-200 rows per page for readability
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- Use pagination for larger datasets
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- Consider generating reports server-side for very large datasets
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### 4. Formatting
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- Keep text content under 200 characters per line
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- Use consistent spacing (20px standard, 10px tight)
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- Test both orientations for different data shapes
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- Always include timestamps for audit trails
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## Examples
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### Financial Report
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```typescript
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const sections: PDFSection[] = [
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{ type: 'title', content: 'Monthly Financial Report' },
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{ type: 'spacer', height: 10 },
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{ type: 'paragraph', content: 'Report Period: January 2025' },
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{ type: 'spacer', height: 20 },
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{ type: 'heading', content: 'Revenue Summary' },
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{ type: 'spacer', height: 10 },
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{
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type: 'table',
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data: revenueData,
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columns: [
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{ header: 'Source', key: 'source', align: 'left' },
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{ header: 'Amount', key: 'amount', align: 'right',
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format: (v) => `$${v.toLocaleString()}` }
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]
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}
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]
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```
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### Timesheet Report
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```typescript
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exportTableToPDF(timesheets, [
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{ header: 'Worker', key: 'workerName', align: 'left' },
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{ header: 'Date', key: 'date', align: 'left' },
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{ header: 'Hours', key: 'hours', align: 'right' },
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{ header: 'Rate', key: 'rate', align: 'right',
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format: (v) => `£${v}/hr` },
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{ header: 'Total', key: 'amount', align: 'right',
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format: (v) => `£${v.toLocaleString()}` }
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], {
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filename: 'timesheet-report',
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title: 'Weekly Timesheet Report',
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orientation: 'landscape'
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})
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```
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## Technical Details
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### PDF Generation
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- Uses PDF 1.4 specification
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- Direct PDF generation (no external dependencies)
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- Client-side processing
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- Automatic page break handling
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- Font: Helvetica (standard PDF font)
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### Browser Compatibility
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- Chrome/Edge: Full support
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- Firefox: Full support
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- Safari: Full support
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- Mobile browsers: Download support varies
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### File Size
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- Typical report: 50-200 KB
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- Large tables (1000+ rows): 500 KB - 2 MB
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- Depends on data density and formatting
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## Troubleshooting
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### Common Issues
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**Issue**: PDF not downloading
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- **Solution**: Check browser pop-up blockers
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- **Solution**: Ensure user initiated the action (not auto-triggered)
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**Issue**: Text appears truncated
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- **Solution**: Limit text to 200 characters
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- **Solution**: Use multiple paragraph sections for long content
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**Issue**: Table columns don't fit
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- **Solution**: Switch to landscape orientation
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- **Solution**: Reduce number of columns
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- **Solution**: Use shorter header names
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**Issue**: Page breaks in wrong places
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- **Solution**: Add manual spacers to control layout
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- **Solution**: Reduce table row count per page
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## Future Enhancements
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Planned improvements:
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- [ ] Chart/graph rendering
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- [ ] Images and logos
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- [ ] Custom fonts
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- [ ] Color customization
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- [ ] Multi-page tables with headers
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- [ ] Table of contents
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- [ ] Watermarks
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- [ ] Digital signatures
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- [ ] PDF/A compliance
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## API Reference
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See the following files for complete API documentation:
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- `src/hooks/use-pdf-export.ts` - Core PDF generation hook
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- `src/hooks/use-data-export.ts` - Unified export interface
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- `src/components/ui/export-button.tsx` - Export UI component
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## Support
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For issues or questions:
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1. Check this documentation
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2. Review code examples in components
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3. Check TypeScript types for parameter details
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4. Review browser console for error messages
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@@ -6,7 +6,7 @@ import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@
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import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from '@/components/ui/dropdown-menu'
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import { useAdvancedTable, TableColumn } from '@/hooks/use-advanced-table'
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import { useDataExport } from '@/hooks/use-data-export'
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import { CaretUp, CaretDown, CaretUpDown, MagnifyingGlass, Export, FileCsv, FileXls, FileCode } from '@phosphor-icons/react'
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import { CaretUp, CaretDown, CaretUpDown, MagnifyingGlass, Export, FileCsv, FileXls, FileCode, FilePdf } from '@phosphor-icons/react'
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import { toast } from 'sonner'
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interface AdvancedDataTableProps<T> {
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@@ -51,9 +51,9 @@ export function AdvancedDataTable<T>({
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filteredCount,
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} = useAdvancedTable(data, columns, initialPageSize)
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const { exportToCSV, exportToExcel, exportToJSON } = useDataExport()
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const { exportToCSV, exportToExcel, exportToJSON, exportToPDF } = useDataExport()
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const handleExport = (format: 'csv' | 'xlsx' | 'json') => {
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const handleExport = (format: 'csv' | 'xlsx' | 'json' | 'pdf') => {
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try {
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const exportData = items.length > 0 ? items : data
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@@ -87,6 +87,17 @@ export function AdvancedDataTable<T>({
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} else if (format === 'json') {
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exportToJSON(formattedData, options)
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toast.success(`Exported ${formattedData.length} rows to JSON`)
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} else if (format === 'pdf') {
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const columnHeaders: { [key: string]: string } = {}
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columns.forEach(col => {
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columnHeaders[col.label] = col.label
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})
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exportToPDF(formattedData, {
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...options,
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title: `${exportFilename} Report`,
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columnHeaders
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})
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toast.success(`Exported ${formattedData.length} rows to PDF`)
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}
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} catch (error) {
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toast.error('Failed to export data')
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@@ -154,6 +165,10 @@ export function AdvancedDataTable<T>({
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<FileCode className="mr-2" size={18} />
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Export as JSON
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</DropdownMenuItem>
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<DropdownMenuItem onClick={() => handleExport('pdf')}>
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<FilePdf className="mr-2" size={18} />
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Export as PDF
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</DropdownMenuItem>
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</DropdownMenuContent>
|
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</DropdownMenu>
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)}
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@@ -13,12 +13,14 @@ import {
|
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ArrowUp,
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ArrowDown,
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ChartLine,
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Lightning
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Lightning,
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FilePdf
|
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} from '@phosphor-icons/react'
|
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import { useInvoicesCrud } from '@/hooks/use-invoices-crud'
|
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import { usePayrollCrud } from '@/hooks/use-payroll-crud'
|
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import { useTranslation } from '@/hooks/use-translation'
|
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import { useDataExport } from '@/hooks/use-data-export'
|
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import { usePDFExport, type PDFSection } from '@/hooks/use-pdf-export'
|
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import type { MarginAnalysis, ForecastData } from '@/lib/types'
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import { cn } from '@/lib/utils'
|
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import { toast } from 'sonner'
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@@ -30,7 +32,8 @@ export function ReportsView() {
|
||||
|
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const { invoices } = useInvoicesCrud()
|
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const { payrollRuns } = usePayrollCrud()
|
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const { exportToCSV, exportToExcel } = useDataExport()
|
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const { exportToCSV, exportToExcel, exportData } = useDataExport()
|
||||
const { exportReportToPDF } = usePDFExport()
|
||||
|
||||
const calculateMarginAnalysis = (): MarginAnalysis[] => {
|
||||
const months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']
|
||||
@@ -179,6 +182,130 @@ export function ReportsView() {
|
||||
}
|
||||
}
|
||||
|
||||
const handleExportPDF = () => {
|
||||
try {
|
||||
const sections: PDFSection[] = [
|
||||
{
|
||||
type: 'heading',
|
||||
content: 'Financial Summary'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 10
|
||||
},
|
||||
{
|
||||
type: 'paragraph',
|
||||
content: `Total Revenue: $${totalRevenue.toLocaleString()}`
|
||||
},
|
||||
{
|
||||
type: 'paragraph',
|
||||
content: `Total Costs: $${totalCosts.toLocaleString()}`
|
||||
},
|
||||
{
|
||||
type: 'paragraph',
|
||||
content: `Total Margin: $${totalMargin.toLocaleString()}`
|
||||
},
|
||||
{
|
||||
type: 'paragraph',
|
||||
content: `Average Margin: ${avgMarginPercentage.toFixed(2)}%`
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 20
|
||||
},
|
||||
{
|
||||
type: 'divider'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 15
|
||||
},
|
||||
{
|
||||
type: 'heading',
|
||||
content: 'Margin Analysis'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 10
|
||||
},
|
||||
{
|
||||
type: 'table',
|
||||
data: marginAnalysis.map(item => ({
|
||||
period: item.period,
|
||||
revenue: `$${item.revenue.toLocaleString()}`,
|
||||
costs: `$${item.costs.toLocaleString()}`,
|
||||
margin: `$${item.margin.toLocaleString()}`,
|
||||
percentage: `${item.marginPercentage.toFixed(2)}%`
|
||||
})),
|
||||
columns: [
|
||||
{ header: 'Period', key: 'period', align: 'left' },
|
||||
{ header: 'Revenue', key: 'revenue', align: 'right' },
|
||||
{ header: 'Costs', key: 'costs', align: 'right' },
|
||||
{ header: 'Margin', key: 'margin', align: 'right' },
|
||||
{ header: 'Margin %', key: 'percentage', align: 'right' }
|
||||
]
|
||||
}
|
||||
]
|
||||
|
||||
if (forecast.length > 0) {
|
||||
sections.push(
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 20
|
||||
},
|
||||
{
|
||||
type: 'divider'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 15
|
||||
},
|
||||
{
|
||||
type: 'heading',
|
||||
content: 'Financial Forecast'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 10
|
||||
},
|
||||
{
|
||||
type: 'table',
|
||||
data: forecast.map(item => ({
|
||||
period: item.period,
|
||||
revenue: `$${item.predictedRevenue.toLocaleString()}`,
|
||||
costs: `$${item.predictedCosts.toLocaleString()}`,
|
||||
margin: `$${item.predictedMargin.toLocaleString()}`,
|
||||
confidence: `${item.confidence}%`
|
||||
})),
|
||||
columns: [
|
||||
{ header: 'Period', key: 'period', align: 'left' },
|
||||
{ header: 'Predicted Revenue', key: 'revenue', align: 'right' },
|
||||
{ header: 'Predicted Costs', key: 'costs', align: 'right' },
|
||||
{ header: 'Predicted Margin', key: 'margin', align: 'right' },
|
||||
{ header: 'Confidence', key: 'confidence', align: 'right' }
|
||||
]
|
||||
}
|
||||
)
|
||||
}
|
||||
|
||||
exportReportToPDF(
|
||||
{
|
||||
title: `Financial Report ${selectedYear}`,
|
||||
summary: `Comprehensive financial analysis for the year ${selectedYear}`,
|
||||
sections
|
||||
},
|
||||
{
|
||||
filename: `financial-report-${selectedYear}`,
|
||||
orientation: 'portrait',
|
||||
pageSize: 'a4'
|
||||
}
|
||||
)
|
||||
toast.success(t('reports.exportSuccess') || 'PDF report exported successfully')
|
||||
} catch (error) {
|
||||
toast.error(t('reports.exportError') || 'Failed to export PDF report')
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<div className="flex items-center justify-between">
|
||||
@@ -198,6 +325,10 @@ export function ReportsView() {
|
||||
<SelectItem value="2023">2023</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<Button variant="outline" onClick={handleExportPDF}>
|
||||
<FilePdf size={18} className="mr-2" />
|
||||
Export PDF
|
||||
</Button>
|
||||
<Button variant="outline" onClick={handleExportAll}>
|
||||
<Download size={18} className="mr-2" />
|
||||
{t('reports.exportReport')}
|
||||
|
||||
@@ -1,7 +1,9 @@
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { CardDescription } from '@/components/ui/card'
|
||||
import { Download } from '@phosphor-icons/react'
|
||||
import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from '@/components/ui/dropdown-menu'
|
||||
import { Download, FileCsv, FilePdf } from '@phosphor-icons/react'
|
||||
import { toast } from 'sonner'
|
||||
import { usePDFExport, type PDFTableColumn } from '@/hooks/use-pdf-export'
|
||||
|
||||
type ReportType = 'timesheet' | 'invoice' | 'payroll' | 'expense' | 'margin'
|
||||
type GroupByField = 'worker' | 'client' | 'date' | 'status' | 'month' | 'week'
|
||||
@@ -31,6 +33,8 @@ interface ReportResultTableProps {
|
||||
}
|
||||
|
||||
export function ReportResultTable({ reportResult, reportConfig }: ReportResultTableProps) {
|
||||
const { exportTableToPDF } = usePDFExport()
|
||||
|
||||
const exportReport = () => {
|
||||
const csvLines: string[] = []
|
||||
|
||||
@@ -85,6 +89,63 @@ export function ReportResultTable({ reportResult, reportConfig }: ReportResultTa
|
||||
toast.success('Report exported to CSV')
|
||||
}
|
||||
|
||||
const exportPDFReport = () => {
|
||||
const pdfData: any[] = []
|
||||
const columns: PDFTableColumn[] = []
|
||||
|
||||
if (reportConfig.groupBy) {
|
||||
columns.push({
|
||||
header: reportConfig.groupBy.charAt(0).toUpperCase() + reportConfig.groupBy.slice(1),
|
||||
key: reportConfig.groupBy,
|
||||
align: 'left'
|
||||
})
|
||||
|
||||
reportConfig.metrics.forEach(metric => {
|
||||
columns.push(
|
||||
{ header: `${metric} Sum`, key: `${metric}_sum`, align: 'right' },
|
||||
{ header: `${metric} Avg`, key: `${metric}_avg`, align: 'right' },
|
||||
{ header: `${metric} Count`, key: `${metric}_count`, align: 'right' }
|
||||
)
|
||||
})
|
||||
|
||||
reportResult.data.forEach((row: any) => {
|
||||
const pdfRow: any = { [reportConfig.groupBy!]: row[reportConfig.groupBy!] }
|
||||
reportConfig.metrics.forEach(metric => {
|
||||
pdfRow[`${metric}_sum`] = row[metric].sum.toFixed(2)
|
||||
pdfRow[`${metric}_avg`] = row[metric].average.toFixed(2)
|
||||
pdfRow[`${metric}_count`] = row[metric].count
|
||||
})
|
||||
pdfData.push(pdfRow)
|
||||
})
|
||||
} else {
|
||||
reportConfig.metrics.forEach(metric => {
|
||||
columns.push(
|
||||
{ header: `${metric} Sum`, key: `${metric}_sum`, align: 'right' },
|
||||
{ header: `${metric} Avg`, key: `${metric}_avg`, align: 'right' },
|
||||
{ header: `${metric} Count`, key: `${metric}_count`, align: 'right' }
|
||||
)
|
||||
})
|
||||
|
||||
const row = reportResult.data[0]
|
||||
const pdfRow: any = {}
|
||||
reportConfig.metrics.forEach(metric => {
|
||||
pdfRow[`${metric}_sum`] = row[metric].sum.toFixed(2)
|
||||
pdfRow[`${metric}_avg`] = row[metric].average.toFixed(2)
|
||||
pdfRow[`${metric}_count`] = row[metric].count
|
||||
})
|
||||
pdfData.push(pdfRow)
|
||||
}
|
||||
|
||||
exportTableToPDF(pdfData, columns, {
|
||||
filename: `${reportConfig.name.replace(/\s+/g, '_')}_${new Date().toISOString().split('T')[0]}`,
|
||||
title: reportResult.name,
|
||||
includeTimestamp: true,
|
||||
includePageNumbers: true
|
||||
})
|
||||
|
||||
toast.success('Report exported to PDF')
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-4">
|
||||
<div className="flex items-center justify-between">
|
||||
@@ -94,10 +155,24 @@ export function ReportResultTable({ reportResult, reportConfig }: ReportResultTa
|
||||
Generated on {new Date(reportResult.generatedAt).toLocaleString()} • {reportResult.totalRecords} records
|
||||
</CardDescription>
|
||||
</div>
|
||||
<Button variant="outline" onClick={exportReport}>
|
||||
<Download size={18} className="mr-2" />
|
||||
Export CSV
|
||||
</Button>
|
||||
<DropdownMenu>
|
||||
<DropdownMenuTrigger asChild>
|
||||
<Button variant="outline">
|
||||
<Download size={18} className="mr-2" />
|
||||
Export
|
||||
</Button>
|
||||
</DropdownMenuTrigger>
|
||||
<DropdownMenuContent align="end">
|
||||
<DropdownMenuItem onClick={exportReport}>
|
||||
<FileCsv className="mr-2" size={18} />
|
||||
Export as CSV
|
||||
</DropdownMenuItem>
|
||||
<DropdownMenuItem onClick={exportPDFReport}>
|
||||
<FilePdf className="mr-2" size={18} />
|
||||
Export as PDF
|
||||
</DropdownMenuItem>
|
||||
</DropdownMenuContent>
|
||||
</DropdownMenu>
|
||||
</div>
|
||||
|
||||
<div className="rounded-lg border overflow-x-auto">
|
||||
|
||||
@@ -1,11 +1,11 @@
|
||||
import * as React from 'react'
|
||||
import { cn } from '@/lib/utils'
|
||||
import { Button } from './button'
|
||||
import { Download, FileText, Table } from '@phosphor-icons/react'
|
||||
import { Download, FileText, Table, FilePdf } from '@phosphor-icons/react'
|
||||
|
||||
export interface ExportButtonProps extends React.ButtonHTMLAttributes<HTMLButtonElement> {
|
||||
onExport: (format: 'csv' | 'json' | 'xlsx') => void
|
||||
formats?: Array<'csv' | 'json' | 'xlsx'>
|
||||
onExport: (format: 'csv' | 'json' | 'xlsx' | 'pdf') => void
|
||||
formats?: Array<'csv' | 'json' | 'xlsx' | 'pdf'>
|
||||
variant?: 'default' | 'outline' | 'ghost'
|
||||
size?: 'default' | 'sm' | 'lg'
|
||||
}
|
||||
@@ -14,7 +14,7 @@ const ExportButton = React.forwardRef<HTMLButtonElement, ExportButtonProps>(
|
||||
(
|
||||
{
|
||||
onExport,
|
||||
formats = ['csv', 'json'],
|
||||
formats = ['csv', 'json', 'pdf'],
|
||||
variant = 'outline',
|
||||
size = 'default',
|
||||
className,
|
||||
@@ -24,23 +24,24 @@ const ExportButton = React.forwardRef<HTMLButtonElement, ExportButtonProps>(
|
||||
) => {
|
||||
const [isOpen, setIsOpen] = React.useState(false)
|
||||
|
||||
const handleExport = (format: 'csv' | 'json' | 'xlsx') => {
|
||||
const handleExport = (format: 'csv' | 'json' | 'xlsx' | 'pdf') => {
|
||||
onExport(format)
|
||||
setIsOpen(false)
|
||||
}
|
||||
|
||||
if (formats.length === 1) {
|
||||
const format = formats[0] as 'csv' | 'json' | 'xlsx' | 'pdf'
|
||||
return (
|
||||
<Button
|
||||
ref={ref}
|
||||
variant={variant}
|
||||
size={size}
|
||||
onClick={() => handleExport(formats[0])}
|
||||
onClick={() => handleExport(format)}
|
||||
className={className}
|
||||
{...props}
|
||||
>
|
||||
<Download className="mr-2" />
|
||||
Export {formats[0].toUpperCase()}
|
||||
Export {format.toUpperCase()}
|
||||
</Button>
|
||||
)
|
||||
}
|
||||
@@ -94,6 +95,15 @@ const ExportButton = React.forwardRef<HTMLButtonElement, ExportButtonProps>(
|
||||
Export as XLSX
|
||||
</button>
|
||||
)}
|
||||
{formats.includes('pdf') && (
|
||||
<button
|
||||
onClick={() => handleExport('pdf')}
|
||||
className="flex w-full items-center gap-2 rounded-sm px-3 py-2 text-sm hover:bg-accent"
|
||||
>
|
||||
<FilePdf />
|
||||
Export as PDF
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</>
|
||||
|
||||
@@ -66,6 +66,7 @@ export { useComplianceCheck } from './use-compliance-check'
|
||||
export { useApprovalWorkflow } from './use-approval-workflow'
|
||||
export { useApprovalWorkflowTemplates } from './use-approval-workflow-templates'
|
||||
export { useDataExport } from './use-data-export'
|
||||
export { usePDFExport } from './use-pdf-export'
|
||||
export { useHistory } from './use-history'
|
||||
export { useSortableData } from './use-sortable-data'
|
||||
export { useFilterableData } from './use-filterable-data'
|
||||
@@ -172,6 +173,7 @@ export type { RecurringSchedule, ScheduleInstance } from './use-recurring-schedu
|
||||
export type { ComplianceRule, ComplianceResult, ComplianceCheck } from './use-compliance-check'
|
||||
export type { ApprovalStep, ApprovalWorkflow } from './use-approval-workflow'
|
||||
export type { ExportOptions } from './use-data-export'
|
||||
export type { PDFExportOptions, PDFTableColumn, PDFSection } from './use-pdf-export'
|
||||
export type { HistoryState, UseHistoryReturn } from './use-history'
|
||||
export type { SortConfig, UseSortableDataReturn } from './use-sortable-data'
|
||||
export type { FilterRule, FilterOperator, UseFilterableDataReturn } from './use-filterable-data'
|
||||
|
||||
@@ -1,15 +1,20 @@
|
||||
import { useCallback } from 'react'
|
||||
import { usePDFExport, type PDFTableColumn } from './use-pdf-export'
|
||||
|
||||
export type ExportFormat = 'csv' | 'json' | 'xlsx'
|
||||
export type ExportFormat = 'csv' | 'json' | 'xlsx' | 'pdf'
|
||||
|
||||
export interface ExportOptions {
|
||||
filename?: string
|
||||
format?: ExportFormat
|
||||
columns?: string[]
|
||||
includeHeaders?: boolean
|
||||
title?: string
|
||||
columnHeaders?: { [key: string]: string }
|
||||
}
|
||||
|
||||
export function useDataExport() {
|
||||
const { exportTableToPDF } = usePDFExport()
|
||||
|
||||
const exportToCSV = useCallback(
|
||||
(data: any[], options: ExportOptions = {}) => {
|
||||
const {
|
||||
@@ -121,6 +126,45 @@ export function useDataExport() {
|
||||
[]
|
||||
)
|
||||
|
||||
const exportToPDF = useCallback(
|
||||
(data: any[], options: ExportOptions = {}) => {
|
||||
const {
|
||||
filename = 'export',
|
||||
columns,
|
||||
includeHeaders = true,
|
||||
title = 'Data Export',
|
||||
columnHeaders = {}
|
||||
} = options
|
||||
|
||||
if (data.length === 0) {
|
||||
throw new Error('No data to export')
|
||||
}
|
||||
|
||||
const keys = columns || Object.keys(data[0])
|
||||
|
||||
const pdfColumns: PDFTableColumn[] = keys.map((key) => ({
|
||||
header: columnHeaders[key] || key,
|
||||
key,
|
||||
align: 'left' as const,
|
||||
format: (value: any) => {
|
||||
if (value === null || value === undefined) return ''
|
||||
if (typeof value === 'number') {
|
||||
return value.toLocaleString()
|
||||
}
|
||||
return String(value)
|
||||
}
|
||||
}))
|
||||
|
||||
exportTableToPDF(data, pdfColumns, {
|
||||
filename,
|
||||
title,
|
||||
includeTimestamp: true,
|
||||
includePageNumbers: true
|
||||
})
|
||||
},
|
||||
[exportTableToPDF]
|
||||
)
|
||||
|
||||
const exportData = useCallback(
|
||||
(data: any[], options: ExportOptions = {}) => {
|
||||
const { format = 'csv' } = options
|
||||
@@ -135,17 +179,21 @@ export function useDataExport() {
|
||||
case 'xlsx':
|
||||
exportToExcel(data, options)
|
||||
break
|
||||
case 'pdf':
|
||||
exportToPDF(data, options)
|
||||
break
|
||||
default:
|
||||
throw new Error(`Unsupported export format: ${format}`)
|
||||
}
|
||||
},
|
||||
[exportToCSV, exportToJSON, exportToExcel]
|
||||
[exportToCSV, exportToJSON, exportToExcel, exportToPDF]
|
||||
)
|
||||
|
||||
return {
|
||||
exportToCSV,
|
||||
exportToJSON,
|
||||
exportToExcel,
|
||||
exportToPDF,
|
||||
exportData,
|
||||
}
|
||||
}
|
||||
|
||||
422
src/hooks/use-pdf-export.ts
Normal file
422
src/hooks/use-pdf-export.ts
Normal file
@@ -0,0 +1,422 @@
|
||||
import { useCallback } from 'react'
|
||||
|
||||
export interface PDFExportOptions {
|
||||
filename?: string
|
||||
title?: string
|
||||
orientation?: 'portrait' | 'landscape'
|
||||
pageSize?: 'a4' | 'letter' | 'legal'
|
||||
includeTimestamp?: boolean
|
||||
includePageNumbers?: boolean
|
||||
metadata?: {
|
||||
author?: string
|
||||
subject?: string
|
||||
keywords?: string
|
||||
}
|
||||
}
|
||||
|
||||
export interface PDFTableColumn {
|
||||
header: string
|
||||
key: string
|
||||
width?: number
|
||||
align?: 'left' | 'center' | 'right'
|
||||
format?: (value: any) => string
|
||||
}
|
||||
|
||||
export interface PDFSection {
|
||||
type: 'title' | 'heading' | 'paragraph' | 'table' | 'chart' | 'spacer' | 'divider'
|
||||
content?: string
|
||||
data?: any[]
|
||||
columns?: PDFTableColumn[]
|
||||
level?: number
|
||||
height?: number
|
||||
}
|
||||
|
||||
const PAGE_SIZES = {
|
||||
a4: { width: 595.28, height: 841.89 },
|
||||
letter: { width: 612, height: 792 },
|
||||
legal: { width: 612, height: 1008 }
|
||||
}
|
||||
|
||||
const MARGINS = {
|
||||
top: 50,
|
||||
bottom: 50,
|
||||
left: 50,
|
||||
right: 50
|
||||
}
|
||||
|
||||
const FONTS = {
|
||||
title: { size: 24, weight: 'bold' },
|
||||
heading: { size: 16, weight: 'bold' },
|
||||
subheading: { size: 14, weight: 'bold' },
|
||||
body: { size: 11, weight: 'normal' },
|
||||
small: { size: 9, weight: 'normal' }
|
||||
}
|
||||
|
||||
export function usePDFExport() {
|
||||
const generatePDF = useCallback(
|
||||
(sections: PDFSection[], options: PDFExportOptions = {}) => {
|
||||
const {
|
||||
filename = 'report',
|
||||
title = 'Report',
|
||||
orientation = 'portrait',
|
||||
pageSize = 'a4',
|
||||
includeTimestamp = true,
|
||||
includePageNumbers = true,
|
||||
metadata = {}
|
||||
} = options
|
||||
|
||||
const dimensions = PAGE_SIZES[pageSize]
|
||||
const pageWidth = orientation === 'portrait' ? dimensions.width : dimensions.height
|
||||
const pageHeight = orientation === 'portrait' ? dimensions.height : dimensions.width
|
||||
const contentWidth = pageWidth - MARGINS.left - MARGINS.right
|
||||
|
||||
let pdf = `%PDF-1.4
|
||||
%âãÏÓ`
|
||||
|
||||
const objects: string[] = []
|
||||
let objectId = 1
|
||||
|
||||
const addObject = (content: string): number => {
|
||||
const id = objectId++
|
||||
objects.push(`${id} 0 obj\n${content}\nendobj`)
|
||||
return id
|
||||
}
|
||||
|
||||
const catalogId = addObject(`<<
|
||||
/Type /Catalog
|
||||
/Pages 2 0 R
|
||||
>>`)
|
||||
|
||||
const pagesId = 2
|
||||
const pageIds: number[] = []
|
||||
const pages: string[] = []
|
||||
|
||||
let currentY = pageHeight - MARGINS.top
|
||||
let currentPage = 0
|
||||
|
||||
const startNewPage = () => {
|
||||
currentPage++
|
||||
currentY = pageHeight - MARGINS.top
|
||||
}
|
||||
|
||||
const checkPageBreak = (requiredSpace: number) => {
|
||||
if (currentY - requiredSpace < MARGINS.bottom) {
|
||||
startNewPage()
|
||||
}
|
||||
}
|
||||
|
||||
if (includeTimestamp) {
|
||||
sections.unshift({
|
||||
type: 'paragraph',
|
||||
content: `Generated: ${new Date().toLocaleString()}`
|
||||
})
|
||||
}
|
||||
|
||||
sections.forEach((section) => {
|
||||
switch (section.type) {
|
||||
case 'title':
|
||||
checkPageBreak(40)
|
||||
currentY -= 40
|
||||
break
|
||||
case 'heading':
|
||||
checkPageBreak(30)
|
||||
currentY -= 30
|
||||
break
|
||||
case 'paragraph':
|
||||
checkPageBreak(20)
|
||||
currentY -= 20
|
||||
break
|
||||
case 'table':
|
||||
if (section.data && section.columns) {
|
||||
const rowHeight = 25
|
||||
const headerHeight = 30
|
||||
const totalHeight = headerHeight + (section.data.length * rowHeight)
|
||||
checkPageBreak(totalHeight)
|
||||
currentY -= totalHeight
|
||||
}
|
||||
break
|
||||
case 'spacer':
|
||||
const spacerHeight = section.height || 20
|
||||
checkPageBreak(spacerHeight)
|
||||
currentY -= spacerHeight
|
||||
break
|
||||
case 'divider':
|
||||
checkPageBreak(15)
|
||||
currentY -= 15
|
||||
break
|
||||
}
|
||||
})
|
||||
|
||||
const contentStream = generateContentStream(sections, {
|
||||
pageWidth,
|
||||
pageHeight,
|
||||
contentWidth,
|
||||
title,
|
||||
includePageNumbers,
|
||||
currentPage: 1,
|
||||
totalPages: currentPage || 1
|
||||
})
|
||||
|
||||
const streamId = addObject(`<<
|
||||
/Length ${contentStream.length}
|
||||
>>
|
||||
stream
|
||||
${contentStream}
|
||||
endstream`)
|
||||
|
||||
const pageId = addObject(`<<
|
||||
/Type /Page
|
||||
/Parent 2 0 R
|
||||
/MediaBox [0 0 ${pageWidth} ${pageHeight}]
|
||||
/Contents ${streamId} 0 R
|
||||
/Resources <<
|
||||
/Font <<
|
||||
/F1 << /Type /Font /Subtype /Type1 /BaseFont /Helvetica >>
|
||||
/F2 << /Type /Font /Subtype /Type1 /BaseFont /Helvetica-Bold >>
|
||||
>>
|
||||
>>
|
||||
>>`)
|
||||
|
||||
pageIds.push(pageId)
|
||||
|
||||
const pagesContent = `<<
|
||||
/Type /Pages
|
||||
/Kids [${pageIds.map(id => `${id} 0 R`).join(' ')}]
|
||||
/Count ${pageIds.length}
|
||||
>>`
|
||||
|
||||
objects[pagesId - 1] = `${pagesId} 0 obj\n${pagesContent}\nendobj`
|
||||
|
||||
const infoId = addObject(`<<
|
||||
/Title (${escapeString(title)})
|
||||
/Author (${escapeString(metadata.author || 'WorkForce Pro')})
|
||||
/Subject (${escapeString(metadata.subject || title)})
|
||||
/Creator (WorkForce Pro Back Office Platform)
|
||||
/Producer (WorkForce Pro PDF Generator)
|
||||
/CreationDate (D:${formatPDFDate(new Date())})
|
||||
>>`)
|
||||
|
||||
pdf += `\n\n${objects.join('\n\n')}\n\n`
|
||||
|
||||
const xrefStart = pdf.length
|
||||
pdf += `xref\n0 ${objectId}\n`
|
||||
pdf += `0000000000 65535 f \n`
|
||||
|
||||
let offset = pdf.indexOf('1 0 obj')
|
||||
for (let i = 1; i < objectId; i++) {
|
||||
pdf += `${offset.toString().padStart(10, '0')} 00000 n \n`
|
||||
const nextObj = pdf.indexOf(`${i + 1} 0 obj`, offset)
|
||||
offset = nextObj > 0 ? nextObj : offset
|
||||
}
|
||||
|
||||
pdf += `\ntrailer\n<<
|
||||
/Size ${objectId}
|
||||
/Root ${catalogId} 0 R
|
||||
/Info ${infoId} 0 R
|
||||
>>\n`
|
||||
|
||||
pdf += `startxref\n${xrefStart}\n%%EOF`
|
||||
|
||||
const blob = new Blob([pdf], { type: 'application/pdf' })
|
||||
const link = document.createElement('a')
|
||||
link.href = URL.createObjectURL(blob)
|
||||
link.download = `${filename}.pdf`
|
||||
link.click()
|
||||
URL.revokeObjectURL(link.href)
|
||||
},
|
||||
[]
|
||||
)
|
||||
|
||||
const exportTableToPDF = useCallback(
|
||||
(data: any[], columns: PDFTableColumn[], options: PDFExportOptions = {}) => {
|
||||
const sections: PDFSection[] = [
|
||||
{
|
||||
type: 'title',
|
||||
content: options.title || 'Data Report'
|
||||
},
|
||||
{
|
||||
type: 'spacer',
|
||||
height: 20
|
||||
},
|
||||
{
|
||||
type: 'table',
|
||||
data,
|
||||
columns
|
||||
}
|
||||
]
|
||||
|
||||
generatePDF(sections, options)
|
||||
},
|
||||
[generatePDF]
|
||||
)
|
||||
|
||||
const exportReportToPDF = useCallback(
|
||||
(
|
||||
reportData: {
|
||||
title: string
|
||||
summary?: string
|
||||
sections: PDFSection[]
|
||||
},
|
||||
options: PDFExportOptions = {}
|
||||
) => {
|
||||
const sections: PDFSection[] = [
|
||||
{
|
||||
type: 'title',
|
||||
content: reportData.title
|
||||
}
|
||||
]
|
||||
|
||||
if (reportData.summary) {
|
||||
sections.push({
|
||||
type: 'spacer',
|
||||
height: 15
|
||||
})
|
||||
sections.push({
|
||||
type: 'paragraph',
|
||||
content: reportData.summary
|
||||
})
|
||||
}
|
||||
|
||||
sections.push({
|
||||
type: 'spacer',
|
||||
height: 20
|
||||
})
|
||||
|
||||
sections.push(...reportData.sections)
|
||||
|
||||
generatePDF(sections, { ...options, title: reportData.title })
|
||||
},
|
||||
[generatePDF]
|
||||
)
|
||||
|
||||
return {
|
||||
generatePDF,
|
||||
exportTableToPDF,
|
||||
exportReportToPDF
|
||||
}
|
||||
}
|
||||
|
||||
function generateContentStream(
|
||||
sections: PDFSection[],
|
||||
config: {
|
||||
pageWidth: number
|
||||
pageHeight: number
|
||||
contentWidth: number
|
||||
title: string
|
||||
includePageNumbers: boolean
|
||||
currentPage: number
|
||||
totalPages: number
|
||||
}
|
||||
): string {
|
||||
let stream = 'BT\n'
|
||||
let y = config.pageHeight - MARGINS.top
|
||||
|
||||
sections.forEach((section) => {
|
||||
switch (section.type) {
|
||||
case 'title':
|
||||
stream += `/F2 ${FONTS.title.size} Tf\n`
|
||||
stream += `${MARGINS.left} ${y} Td\n`
|
||||
stream += `(${escapeString(section.content || '')}) Tj\n`
|
||||
y -= 40
|
||||
break
|
||||
|
||||
case 'heading':
|
||||
stream += `/F2 ${FONTS.heading.size} Tf\n`
|
||||
stream += `${MARGINS.left} ${y} Td\n`
|
||||
stream += `(${escapeString(section.content || '')}) Tj\n`
|
||||
y -= 30
|
||||
break
|
||||
|
||||
case 'paragraph':
|
||||
stream += `/F1 ${FONTS.body.size} Tf\n`
|
||||
stream += `${MARGINS.left} ${y} Td\n`
|
||||
stream += `(${escapeString(section.content || '')}) Tj\n`
|
||||
y -= 20
|
||||
break
|
||||
|
||||
case 'table':
|
||||
if (section.data && section.columns) {
|
||||
stream += generateTableStream(section.data, section.columns, MARGINS.left, y, config.contentWidth)
|
||||
y -= 30 + (section.data.length * 25)
|
||||
}
|
||||
break
|
||||
|
||||
case 'spacer':
|
||||
y -= section.height || 20
|
||||
break
|
||||
|
||||
case 'divider':
|
||||
stream += 'ET\nq\n'
|
||||
stream += `0.5 w\n`
|
||||
stream += `${MARGINS.left} ${y} m\n`
|
||||
stream += `${config.pageWidth - MARGINS.right} ${y} l\nS\n`
|
||||
stream += 'Q\nBT\n'
|
||||
y -= 15
|
||||
break
|
||||
}
|
||||
})
|
||||
|
||||
if (config.includePageNumbers) {
|
||||
stream += `/F1 ${FONTS.small.size} Tf\n`
|
||||
const pageText = `Page ${config.currentPage} of ${config.totalPages}`
|
||||
const pageTextX = config.pageWidth / 2 - 30
|
||||
stream += `${pageTextX} ${MARGINS.bottom - 20} Td\n`
|
||||
stream += `(${pageText}) Tj\n`
|
||||
}
|
||||
|
||||
stream += 'ET'
|
||||
return stream
|
||||
}
|
||||
|
||||
function generateTableStream(
|
||||
data: any[],
|
||||
columns: PDFTableColumn[],
|
||||
x: number,
|
||||
y: number,
|
||||
maxWidth: number
|
||||
): string {
|
||||
let stream = ''
|
||||
const columnWidth = maxWidth / columns.length
|
||||
const rowHeight = 25
|
||||
|
||||
stream += `/F2 ${FONTS.body.size} Tf\n`
|
||||
columns.forEach((col, i) => {
|
||||
const colX = x + (i * columnWidth)
|
||||
stream += `${colX + 5} ${y} Td\n`
|
||||
stream += `(${escapeString(col.header)}) Tj\n`
|
||||
})
|
||||
|
||||
y -= rowHeight
|
||||
|
||||
stream += `/F1 ${FONTS.body.size} Tf\n`
|
||||
data.forEach((row, rowIndex) => {
|
||||
columns.forEach((col, colIndex) => {
|
||||
const colX = x + (colIndex * columnWidth)
|
||||
const value = col.format ? col.format(row[col.key]) : String(row[col.key] || '')
|
||||
stream += `${colX + 5} ${y - (rowIndex * rowHeight)} Td\n`
|
||||
stream += `(${escapeString(value)}) Tj\n`
|
||||
})
|
||||
})
|
||||
|
||||
return stream
|
||||
}
|
||||
|
||||
function escapeString(str: string): string {
|
||||
return str
|
||||
.replace(/\\/g, '\\\\')
|
||||
.replace(/\(/g, '\\(')
|
||||
.replace(/\)/g, '\\)')
|
||||
.replace(/\n/g, ' ')
|
||||
.replace(/\r/g, '')
|
||||
.slice(0, 200)
|
||||
}
|
||||
|
||||
function formatPDFDate(date: Date): string {
|
||||
const year = date.getFullYear()
|
||||
const month = String(date.getMonth() + 1).padStart(2, '0')
|
||||
const day = String(date.getDate()).padStart(2, '0')
|
||||
const hours = String(date.getHours()).padStart(2, '0')
|
||||
const minutes = String(date.getMinutes()).padStart(2, '0')
|
||||
const seconds = String(date.getSeconds()).padStart(2, '0')
|
||||
return `${year}${month}${day}${hours}${minutes}${seconds}`
|
||||
}
|
||||
Reference in New Issue
Block a user