599 lines
No EOL
25 KiB
JavaScript
599 lines
No EOL
25 KiB
JavaScript
/**
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* Export Management Module
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* Handles PDF and CSV export functionality
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*/
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class ExportManager {
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constructor(calculator, uiManager) {
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this.calculator = calculator;
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this.uiManager = uiManager;
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}
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async exportToPDF() {
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// Check if jsPDF is available
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if (typeof window.jspdf === 'undefined') {
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alert('PDF export library is loading. Please try again in a moment.');
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return;
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}
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// Show model selection dialog
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const selectedModels = await this.showModelSelectionDialog();
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if (!selectedModels) {
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return; // User cancelled
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}
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try {
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const { jsPDF } = window.jspdf;
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const doc = new jsPDF('p', 'mm', 'a4');
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const pageWidth = doc.internal.pageSize.getWidth();
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const pageHeight = doc.internal.pageSize.getHeight();
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const margin = 20;
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// Store selected models for use throughout the export
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this.selectedModels = selectedModels;
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// Color scheme
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const colors = {
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primary: [0, 123, 255],
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success: [40, 167, 69],
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warning: [255, 193, 7],
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danger: [220, 53, 69],
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dark: [33, 37, 41],
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muted: [108, 117, 125]
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};
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let currentPage = 1;
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let yPos = 30;
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// Helper function to add new page with header/footer
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const addPage = () => {
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doc.addPage();
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currentPage++;
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yPos = 30;
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this.addPageHeader(doc, margin, colors);
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};
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// Helper function to check if we need a new page
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const checkPageBreak = (requiredSpace) => {
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if (yPos + requiredSpace > pageHeight - 30) {
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addPage();
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}
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};
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// Title Page
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this.createTitlePage(doc, pageWidth, pageHeight, margin, colors);
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// Executive Summary Page
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addPage();
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yPos = this.createExecutiveSummary(doc, yPos, margin, colors);
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// Investment Parameters Page
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checkPageBreak(60);
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yPos = this.createParametersSection(doc, yPos, margin, colors);
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// Model Comparison Page
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checkPageBreak(80);
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yPos = this.createModelComparison(doc, yPos, margin, colors);
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// Charts Pages
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await this.addChartsToPDF(doc, colors, margin, addPage, checkPageBreak);
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// Detailed Results Table
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this.createDetailedResults(doc, colors, margin, addPage);
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// Add footers to all pages
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this.addFootersToAllPages(doc, currentPage, colors);
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// Save the PDF
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const filename = `servala-roi-investment-analysis-${new Date().toISOString().split('T')[0]}.pdf`;
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doc.save(filename);
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} catch (error) {
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console.error('PDF Export Error:', error);
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alert('An error occurred while generating the PDF. Please try again or export as CSV instead.');
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}
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}
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createTitlePage(doc, pageWidth, pageHeight, margin, colors) {
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// Background design element
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doc.setFillColor(...colors.primary);
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doc.rect(0, 0, pageWidth, 60, 'F');
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// White title text
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doc.setTextColor(255, 255, 255);
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doc.setFontSize(28);
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doc.setFont('helvetica', 'bold');
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doc.text('Investment Analysis Report', pageWidth/2, 35, { align: 'center' });
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// Subtitle
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doc.setFontSize(14);
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doc.setFont('helvetica', 'normal');
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doc.text('CSP Partnership ROI Calculator', pageWidth/2, 45, { align: 'center' });
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// Company section
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doc.setTextColor(...colors.dark);
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doc.setFontSize(20);
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doc.setFont('helvetica', 'bold');
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doc.text('Servala Partnership Opportunity', pageWidth/2, 90, { align: 'center' });
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// Investment summary box
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const inputs = this.calculator.getInputValues();
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const boxY = 110;
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const boxHeight = 40;
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doc.setFillColor(248, 249, 250);
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doc.roundedRect(margin, boxY, pageWidth - 2*margin, boxHeight, 3, 3, 'F');
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doc.setDrawColor(...colors.muted);
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doc.roundedRect(margin, boxY, pageWidth - 2*margin, boxHeight, 3, 3, 'S');
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doc.setFontSize(16);
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doc.setTextColor(...colors.primary);
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doc.text('Investment Overview', pageWidth/2, boxY + 12, { align: 'center' });
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doc.setFontSize(12);
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doc.setTextColor(...colors.dark);
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doc.text(`Investment Amount: ${this.formatCurrency(inputs.investmentAmount)}`, pageWidth/2, boxY + 22, { align: 'center' });
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doc.text(`Analysis Period: ${inputs.timeframe} years`, pageWidth/2, boxY + 32, { align: 'center' });
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// Generated date
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doc.setFontSize(10);
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doc.setTextColor(...colors.muted);
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const currentDate = new Date().toLocaleDateString('en-US', {
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year: 'numeric',
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month: 'long',
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day: 'numeric'
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});
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doc.text(`Generated on: ${currentDate}`, pageWidth/2, pageHeight - 30, { align: 'center' });
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}
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addPageHeader(doc, margin, colors) {
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doc.setFillColor(...colors.primary);
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doc.rect(0, 0, doc.internal.pageSize.getWidth(), 15, 'F');
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doc.setTextColor(255, 255, 255);
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doc.setFontSize(10);
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doc.setFont('helvetica', 'bold');
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doc.text('Servala CSP Investment Analysis', margin, 10);
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}
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createExecutiveSummary(doc, yPos, margin, colors) {
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doc.setFontSize(18);
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doc.setTextColor(...colors.primary);
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doc.setFont('helvetica', 'bold');
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doc.text('Executive Summary', margin, yPos);
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yPos += 15;
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const enabledResults = Object.values(this.calculator.results);
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const directResults = enabledResults.filter(r => r.investmentModel === 'direct' && this.selectedModels.direct);
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const loanResults = enabledResults.filter(r => r.investmentModel === 'loan' && this.selectedModels.loan);
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doc.setFontSize(11);
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doc.setTextColor(...colors.dark);
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doc.setFont('helvetica', 'normal');
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// Investment models comparison
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if (directResults.length > 0 && loanResults.length > 0) {
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const avgDirectROI = directResults.reduce((sum, r) => sum + r.roi, 0) / directResults.length;
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const avgLoanROI = loanResults.reduce((sum, r) => sum + r.roi, 0) / loanResults.length;
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const avgDirectNetPos = directResults.reduce((sum, r) => sum + r.netPosition, 0) / directResults.length;
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const avgLoanNetPos = loanResults.reduce((sum, r) => sum + r.netPosition, 0) / loanResults.length;
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doc.text('This analysis compares two investment models across multiple growth scenarios:', margin, yPos);
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yPos += 10;
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// Direct Investment Summary
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doc.setFillColor(40, 167, 69, 0.1); // Success color with opacity
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doc.roundedRect(margin, yPos, (doc.internal.pageSize.getWidth() - 3*margin)/2, 35, 2, 2, 'F');
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doc.setTextColor(...colors.success);
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doc.setFont('helvetica', 'bold');
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doc.text('Direct Investment Model', margin + 5, yPos + 8);
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doc.setTextColor(...colors.dark);
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(10);
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doc.text(`Average ROI: ${this.uiManager.formatPercentage(avgDirectROI)}`, margin + 5, yPos + 16);
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doc.text(`Average Net Profit: ${this.formatCurrency(avgDirectNetPos)}`, margin + 5, yPos + 24);
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doc.text('Performance-based with bonuses', margin + 5, yPos + 32);
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// Loan Model Summary
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const loanBoxX = margin + (doc.internal.pageSize.getWidth() - 3*margin)/2 + 10;
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doc.setFillColor(255, 193, 7, 0.1); // Warning color with opacity
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doc.roundedRect(loanBoxX, yPos, (doc.internal.pageSize.getWidth() - 3*margin)/2, 35, 2, 2, 'F');
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doc.setTextColor(...colors.warning);
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(11);
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doc.text('Loan Model', loanBoxX + 5, yPos + 8);
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doc.setTextColor(...colors.dark);
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(10);
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doc.text(`Average ROI: ${this.uiManager.formatPercentage(avgLoanROI)}`, loanBoxX + 5, yPos + 16);
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doc.text(`Average Net Profit: ${this.formatCurrency(avgLoanNetPos)}`, loanBoxX + 5, yPos + 24);
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doc.text('Fixed returns, guaranteed', loanBoxX + 5, yPos + 32);
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yPos += 45;
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}
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return yPos;
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}
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createParametersSection(doc, yPos, margin, colors) {
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doc.setFontSize(16);
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doc.setTextColor(...colors.primary);
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doc.setFont('helvetica', 'bold');
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doc.text('Investment Parameters', margin, yPos);
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yPos += 15;
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const inputs = this.calculator.getInputValues();
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// Create parameter table
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const params = [
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['Investment Amount', this.formatCurrency(inputs.investmentAmount)],
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['Investment Timeframe', `${inputs.timeframe} years`],
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['Service Revenue per Instance', `${this.formatCurrency(inputs.revenuePerInstance)} / month`],
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['Core Service Revenue per Instance', `${this.formatCurrency(inputs.coreServiceRevenue)} / month`],
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['Total Revenue per Instance', `${this.formatCurrency(inputs.revenuePerInstance + inputs.coreServiceRevenue)} / month`],
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['Loan Interest Rate', `${(inputs.loanInterestRate * 100).toFixed(1)}%`],
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['Direct Investment Share', `${(inputs.servalaShare * 100).toFixed(0)}% to Servala`],
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['Grace Period', `${inputs.gracePeriod} months`]
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];
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doc.setFontSize(11);
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params.forEach(([label, value]) => {
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doc.setTextColor(...colors.dark);
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doc.setFont('helvetica', 'normal');
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doc.text(label + ':', margin + 5, yPos);
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doc.setFont('helvetica', 'bold');
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doc.text(value, margin + 80, yPos);
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yPos += 8;
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});
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return yPos + 10;
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}
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createModelComparison(doc, yPos, margin, colors) {
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doc.setFontSize(16);
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doc.setTextColor(...colors.primary);
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doc.setFont('helvetica', 'bold');
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doc.text('Investment Model Comparison', margin, yPos);
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yPos += 15;
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// Create comparison table
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const scenarios = ['Conservative', 'Moderate', 'Aggressive'];
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const tableData = [];
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scenarios.forEach(scenarioName => {
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const directResult = Object.values(this.calculator.results)
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.find(r => r.scenario === scenarioName && r.investmentModel === 'direct');
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const loanResult = Object.values(this.calculator.results)
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.find(r => r.scenario === scenarioName && r.investmentModel === 'loan');
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if (directResult && loanResult) {
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tableData.push([
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scenarioName,
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this.formatCurrency(directResult.netPosition),
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this.uiManager.formatPercentage(directResult.roi),
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this.formatCurrency(loanResult.netPosition),
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this.uiManager.formatPercentage(loanResult.roi)
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]);
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}
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});
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// Table headers
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const headers = ['Scenario', 'Direct Net Profit', 'Direct ROI', 'Loan Net Profit', 'Loan ROI'];
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const colWidths = [30, 35, 25, 35, 25];
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// Draw table
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this.drawTable(doc, margin, yPos, headers, tableData, colWidths, colors);
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return yPos + (tableData.length + 2) * 8;
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}
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async addChartsToPDF(doc, colors, margin, addPage, checkPageBreak) {
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// Add charts by capturing them as images
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const chartIds = ['instanceGrowthChart', 'revenueChart', 'cashFlowChart', 'modelComparisonChart'];
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const chartTitles = [
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'ROI Progression Over Time',
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'Net Financial Position',
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'Performance Comparison',
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'Investment Model Comparison'
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];
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for (let i = 0; i < chartIds.length; i++) {
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checkPageBreak(120);
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const canvas = document.getElementById(chartIds[i]);
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if (canvas) {
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// Add chart title
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doc.setFontSize(14);
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doc.setTextColor(...colors.primary);
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doc.setFont('helvetica', 'bold');
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doc.text(chartTitles[i], margin, doc.internal.pageSize.getHeight() - 250);
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// Capture chart as image
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const imgData = canvas.toDataURL('image/png', 1.0);
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doc.addImage(imgData, 'PNG', margin, doc.internal.pageSize.getHeight() - 240,
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doc.internal.pageSize.getWidth() - 2*margin, 100);
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if (i < chartIds.length - 1) addPage();
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}
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}
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}
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createDetailedResults(doc, colors, margin, addPage) {
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addPage();
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let yPos = 30;
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doc.setFontSize(16);
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doc.setTextColor(...colors.primary);
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doc.setFont('helvetica', 'bold');
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doc.text('Detailed Financial Results', margin, yPos);
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yPos += 15;
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// Create detailed results table
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const headers = ['Scenario', 'Model', 'Net Profit', 'ROI', 'Break-even'];
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const colWidths = [35, 25, 35, 25, 30];
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const tableData = [];
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Object.values(this.calculator.results).forEach(result => {
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tableData.push([
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result.scenario,
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result.investmentModel === 'direct' ? 'Direct' : 'Loan',
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this.formatCurrency(result.netPosition),
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this.uiManager.formatPercentage(result.roi),
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result.breakEvenMonth ? `${result.breakEvenMonth} months` : 'N/A'
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]);
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});
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this.drawTable(doc, margin, yPos, headers, tableData, colWidths, colors);
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}
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drawTable(doc, x, y, headers, data, colWidths, colors) {
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const rowHeight = 8;
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const startX = x;
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let currentY = y;
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// Draw headers
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doc.setFillColor(...colors.primary);
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doc.rect(startX, currentY - 6, colWidths.reduce((sum, w) => sum + w, 0), rowHeight, 'F');
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doc.setTextColor(255, 255, 255);
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(10);
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let currentX = startX;
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headers.forEach((header, i) => {
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doc.text(header, currentX + 2, currentY - 1);
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currentX += colWidths[i];
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});
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currentY += rowHeight;
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// Draw data rows
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doc.setTextColor(...colors.dark);
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doc.setFont('helvetica', 'normal');
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data.forEach((row, rowIndex) => {
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if (rowIndex % 2 === 1) {
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doc.setFillColor(248, 249, 250);
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doc.rect(startX, currentY - 6, colWidths.reduce((sum, w) => sum + w, 0), rowHeight, 'F');
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}
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currentX = startX;
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row.forEach((cell, i) => {
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doc.text(String(cell), currentX + 2, currentY - 1);
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currentX += colWidths[i];
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});
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currentY += rowHeight;
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});
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// Draw table border
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doc.setDrawColor(...colors.muted);
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doc.rect(startX, y - 6, colWidths.reduce((sum, w) => sum + w, 0), (data.length + 1) * rowHeight, 'S');
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}
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addFootersToAllPages(doc, totalPages, colors) {
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for (let i = 1; i <= totalPages; i++) {
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doc.setPage(i);
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const pageHeight = doc.internal.pageSize.getHeight();
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const pageWidth = doc.internal.pageSize.getWidth();
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doc.setFontSize(8);
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doc.setTextColor(...colors.muted);
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doc.text(`Page ${i} of ${totalPages}`, pageWidth - 30, pageHeight - 10);
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doc.text('Generated by Servala CSP ROI Calculator', 20, pageHeight - 10);
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// Add a line above footer
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doc.setDrawColor(...colors.muted);
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doc.line(20, pageHeight - 15, pageWidth - 20, pageHeight - 15);
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}
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}
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async showModelSelectionDialog() {
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return new Promise((resolve) => {
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// Create modal dialog
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const modal = document.createElement('div');
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modal.style.cssText = `
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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background: rgba(0, 0, 0, 0.5);
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display: flex;
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justify-content: center;
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align-items: center;
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z-index: 10000;
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`;
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const dialog = document.createElement('div');
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dialog.style.cssText = `
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background: white;
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padding: 2rem;
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border-radius: 8px;
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box-shadow: 0 4px 8px rgba(0, 0, 0, 0.2);
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max-width: 400px;
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width: 90%;
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`;
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dialog.innerHTML = `
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<h5 style="margin-bottom: 1rem; color: #007bff;">Select Investment Models for PDF</h5>
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<p style="margin-bottom: 1.5rem; color: #6c757d;">Choose which models to include in your PDF report:</p>
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<div style="margin-bottom: 1rem;">
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<label style="display: flex; align-items: center; margin-bottom: 0.5rem; cursor: pointer;">
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<input type="checkbox" id="pdf-direct-model" checked style="margin-right: 0.5rem;">
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<span style="color: #28a745; font-weight: bold;">Direct Investment Model</span>
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</label>
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<small style="color: #6c757d; margin-left: 1.5rem;">Performance-based revenue sharing with scaling bonuses</small>
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</div>
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<div style="margin-bottom: 2rem;">
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<label style="display: flex; align-items: center; margin-bottom: 0.5rem; cursor: pointer;">
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<input type="checkbox" id="pdf-loan-model" checked style="margin-right: 0.5rem;">
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<span style="color: #ffc107; font-weight: bold;">Loan Model</span>
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</label>
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<small style="color: #6c757d; margin-left: 1.5rem;">Fixed interest lending with guaranteed returns</small>
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</div>
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<div style="display: flex; gap: 1rem; justify-content: flex-end;">
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<button id="pdf-cancel-btn" style="padding: 0.5rem 1rem; border: 1px solid #ccc; background: white; border-radius: 4px; cursor: pointer;">Cancel</button>
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<button id="pdf-export-btn" style="padding: 0.5rem 1rem; border: none; background: #007bff; color: white; border-radius: 4px; cursor: pointer;">Export PDF</button>
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</div>
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`;
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modal.appendChild(dialog);
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document.body.appendChild(modal);
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// Handle button clicks
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document.getElementById('pdf-cancel-btn').addEventListener('click', () => {
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document.body.removeChild(modal);
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resolve(null);
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});
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document.getElementById('pdf-export-btn').addEventListener('click', () => {
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const directSelected = document.getElementById('pdf-direct-model').checked;
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const loanSelected = document.getElementById('pdf-loan-model').checked;
|
|
|
|
if (!directSelected && !loanSelected) {
|
|
alert('Please select at least one investment model.');
|
|
return;
|
|
}
|
|
|
|
document.body.removeChild(modal);
|
|
resolve({
|
|
direct: directSelected,
|
|
loan: loanSelected
|
|
});
|
|
});
|
|
|
|
// Close on background click
|
|
modal.addEventListener('click', (e) => {
|
|
if (e.target === modal) {
|
|
document.body.removeChild(modal);
|
|
resolve(null);
|
|
}
|
|
});
|
|
});
|
|
}
|
|
|
|
formatCurrency(amount) {
|
|
try {
|
|
// Get current currency from the page
|
|
const currencyElement = document.getElementById('currency');
|
|
const currency = currencyElement ? currencyElement.value : 'CHF';
|
|
|
|
// Determine locale based on currency
|
|
const locale = currency === 'EUR' ? 'de-DE' : 'de-CH';
|
|
|
|
// Consistent currency formatting: currency in front, no decimals for whole numbers
|
|
return new Intl.NumberFormat(locale, {
|
|
style: 'currency',
|
|
currency: currency,
|
|
minimumFractionDigits: 0,
|
|
maximumFractionDigits: 0
|
|
}).format(amount);
|
|
} catch (error) {
|
|
console.error('Error formatting currency:', error);
|
|
return `CHF ${Math.round(amount).toLocaleString()}`;
|
|
}
|
|
}
|
|
|
|
exportToCSV() {
|
|
try {
|
|
// Create comprehensive CSV with summary and detailed data
|
|
let csvContent = 'CSP ROI Calculator Export\n';
|
|
csvContent += `Generated on: ${new Date().toLocaleDateString()}\n\n`;
|
|
|
|
// Add input parameters
|
|
csvContent += 'INPUT PARAMETERS\n';
|
|
const inputs = this.calculator.getInputValues();
|
|
csvContent += `Currency,${inputs.currency}\n`;
|
|
csvContent += `Investment Amount,${inputs.investmentAmount}\n`;
|
|
csvContent += `Timeframe (years),${inputs.timeframe}\n`;
|
|
csvContent += `Investment Model,${inputs.investmentModel === 'loan' ? 'Loan Model' : 'Direct Investment'}\n`;
|
|
if (inputs.investmentModel === 'loan') {
|
|
csvContent += `Loan Interest Rate (%),${(inputs.loanInterestRate * 100).toFixed(1)}\n`;
|
|
}
|
|
csvContent += `Service Revenue per Instance (${inputs.currency}),${inputs.revenuePerInstance}\n`;
|
|
csvContent += `Core Service Revenue per Instance (${inputs.currency}),${inputs.coreServiceRevenue}\n`;
|
|
csvContent += `Total Revenue per Instance (${inputs.currency}),${inputs.revenuePerInstance + inputs.coreServiceRevenue}\n`;
|
|
if (inputs.investmentModel === 'direct') {
|
|
csvContent += `Servala Share (%),${(inputs.servalaShare * 100).toFixed(0)}\n`;
|
|
csvContent += `Grace Period (months),${inputs.gracePeriod}\n`;
|
|
}
|
|
csvContent += '\n';
|
|
|
|
// Add scenario summary
|
|
csvContent += 'SCENARIO SUMMARY\n';
|
|
csvContent += `Scenario,Investment Model,Final Instances,Total Revenue (${inputs.currency}),CSP Revenue (${inputs.currency}),Servala Revenue (${inputs.currency}),ROI (%),Break-even (months)\n`;
|
|
|
|
Object.values(this.calculator.results).forEach(result => {
|
|
const modelText = result.investmentModel === 'loan' ? 'Loan' : 'Direct';
|
|
csvContent += `${result.scenario},${modelText},${result.finalInstances},${result.totalRevenue.toFixed(2)},${result.cspRevenue.toFixed(2)},${result.servalaRevenue.toFixed(2)},${result.roi.toFixed(2)},${result.breakEvenMonth || 'N/A'}\n`;
|
|
});
|
|
|
|
csvContent += '\n';
|
|
|
|
// Add detailed monthly data
|
|
csvContent += 'MONTHLY BREAKDOWN\n';
|
|
csvContent += `Month,Scenario,New Instances,Churned Instances,Total Instances,Service Revenue (${inputs.currency}),Core Revenue (${inputs.currency}),Total Revenue (${inputs.currency}),CSP Revenue (${inputs.currency}),Servala Revenue (${inputs.currency}),Cumulative CSP Revenue (${inputs.currency}),Cumulative Servala Revenue (${inputs.currency})\n`;
|
|
|
|
// Combine all monthly data
|
|
const allData = [];
|
|
Object.keys(this.calculator.monthlyData).forEach(scenario => {
|
|
this.calculator.monthlyData[scenario].forEach(monthData => {
|
|
allData.push(monthData);
|
|
});
|
|
});
|
|
|
|
allData.sort((a, b) => a.month - b.month || a.scenario.localeCompare(b.scenario));
|
|
|
|
allData.forEach(data => {
|
|
csvContent += `${data.month},${data.scenario},${data.newInstances},${data.churnedInstances},${data.totalInstances},${(data.serviceRevenue || data.monthlyRevenue || 0).toFixed(2)},${(data.coreRevenue || 0).toFixed(2)},${(data.totalRevenue || data.monthlyRevenue || 0).toFixed(2)},${data.cspRevenue.toFixed(2)},${data.servalaRevenue.toFixed(2)},${data.cumulativeCSPRevenue.toFixed(2)},${data.cumulativeServalaRevenue.toFixed(2)}\n`;
|
|
});
|
|
|
|
// Create and download file
|
|
const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' });
|
|
const link = document.createElement('a');
|
|
const url = URL.createObjectURL(blob);
|
|
link.setAttribute('href', url);
|
|
|
|
const filename = `servala-csp-roi-data-${new Date().toISOString().split('T')[0]}.csv`;
|
|
link.setAttribute('download', filename);
|
|
link.style.visibility = 'hidden';
|
|
|
|
document.body.appendChild(link);
|
|
link.click();
|
|
document.body.removeChild(link);
|
|
|
|
// Clean up
|
|
URL.revokeObjectURL(url);
|
|
|
|
} catch (error) {
|
|
console.error('CSV Export Error:', error);
|
|
alert('An error occurred while generating the CSV file. Please try again.');
|
|
}
|
|
}
|
|
} |