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pn-new-crm/src/components/dashboard/widget-registry.tsx

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feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
/**
* Dashboard widget registry the single source of truth for which
* widgets exist, what they're called, where they live, and what they
* default to. The DashboardShell loops over this; the settings UI also
* loops over this. Adding a new widget = adding one entry here.
*
* Widget visibility is persisted per-user in
* `user_profiles.preferences.dashboardWidgets` as `{ [id]: boolean }`.
* Missing entries default to `defaultVisible`, so a brand-new widget
* surfaces for existing users automatically.
*/
import type { ReactNode } from 'react';
audit: Tier 1/3/6/7 batch — PII redaction, mobile safe-area, perf, build hardening Tier 1.4: error_events.request_body_excerpt sanitizer now redacts GDPR-relevant fields (email, phone, dob, address, fullName, firstName, lastName, postcode, nationalId, etc.) on top of the existing credential list. A 5xx in /api/v1/clients no longer lands full client PII in the super-admin inspector. Tier 3.10: ScanShell <main> now adds pb-[max(1.5rem, env(safe-area- inset-bottom))]. Mobile-pwa audit caught the Save expense button sitting flush against the iPhone 14/15 home indicator in standalone PWA mode. Tier 6.2: dashboard widget-registry now dynamic-imports every recharts-backed chart widget (berth status, lead source, occupancy timeline, pipeline funnel, revenue breakdown, source conversion). ~80-150KB initial-bundle savings when reps have charts disabled. ssr:false because recharts needs window. Tier 6.3: DataTable wraps the assembled columns in useMemo keyed on (columns, hasBulkActions). TanStack docs explicitly warn that rebuilding columns every render resets the table's internal state. Tier 7.1: Added .dockerignore (was missing — 7.6 GB context with .env reachable via COPY . .). Excludes git, env files, node_modules, build artefacts, IDE config, test artefacts, audit docs. Tier 7.4: Dockerfile.dev now runs as the node user (uid 1000) — was root. Working dir moves to /home/node/app. Tier 7.5: docker-compose.prod.yml adds memory limits (2g postgres, 512m redis, 1g crm-app, 1g crm-worker) and json-file log rotation (max-size, max-file) to every service. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 17:18:35 +02:00
import dynamic from 'next/dynamic';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
import { ActiveDealsTile } from './active-deals-tile';
import { ActivityFeed } from './activity-feed';
import { HotDealsCard } from './hot-deals-card';
import { PipelineValueTile } from './pipeline-value-tile';
import { WebsiteGlanceTile } from './website-glance-tile';
import { MyRemindersRail } from './my-reminders-rail';
import { AlertRail } from '@/components/alerts/alert-rail';
import type { DateRange } from '@/lib/analytics/range';
audit: Tier 1/3/6/7 batch — PII redaction, mobile safe-area, perf, build hardening Tier 1.4: error_events.request_body_excerpt sanitizer now redacts GDPR-relevant fields (email, phone, dob, address, fullName, firstName, lastName, postcode, nationalId, etc.) on top of the existing credential list. A 5xx in /api/v1/clients no longer lands full client PII in the super-admin inspector. Tier 3.10: ScanShell <main> now adds pb-[max(1.5rem, env(safe-area- inset-bottom))]. Mobile-pwa audit caught the Save expense button sitting flush against the iPhone 14/15 home indicator in standalone PWA mode. Tier 6.2: dashboard widget-registry now dynamic-imports every recharts-backed chart widget (berth status, lead source, occupancy timeline, pipeline funnel, revenue breakdown, source conversion). ~80-150KB initial-bundle savings when reps have charts disabled. ssr:false because recharts needs window. Tier 6.3: DataTable wraps the assembled columns in useMemo keyed on (columns, hasBulkActions). TanStack docs explicitly warn that rebuilding columns every render resets the table's internal state. Tier 7.1: Added .dockerignore (was missing — 7.6 GB context with .env reachable via COPY . .). Excludes git, env files, node_modules, build artefacts, IDE config, test artefacts, audit docs. Tier 7.4: Dockerfile.dev now runs as the node user (uid 1000) — was root. Working dir moves to /home/node/app. Tier 7.5: docker-compose.prod.yml adds memory limits (2g postgres, 512m redis, 1g crm-app, 1g crm-worker) and json-file log rotation (max-size, max-file) to every service. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 17:18:35 +02:00
// Recharts-backed widgets are dynamic-imported so the recharts bundle
// (~80-150KB) doesn't ship on every dashboard load when the rep has
// disabled charts. perf-test-auditor HIGH H3 caught the static import.
// Each one gets a placeholder loading state matching its grid slot.
const ChartFallback = () => (
<div className="rounded-lg border bg-muted/30 p-8 text-center text-sm text-muted-foreground">
Loading chart
</div>
);
const BerthStatusChart = dynamic(
() => import('./berth-status-chart').then((m) => ({ default: m.BerthStatusChart })),
{ loading: ChartFallback, ssr: false },
);
const LeadSourceChart = dynamic(
() => import('./lead-source-chart').then((m) => ({ default: m.LeadSourceChart })),
{ loading: ChartFallback, ssr: false },
);
const OccupancyTimelineChart = dynamic(
() =>
import('./occupancy-timeline-chart').then((m) => ({ default: m.OccupancyTimelineChart })),
{ loading: ChartFallback, ssr: false },
);
const PipelineFunnelChart = dynamic(
() => import('./pipeline-funnel-chart').then((m) => ({ default: m.PipelineFunnelChart })),
{ loading: ChartFallback, ssr: false },
);
const RevenueBreakdownChart = dynamic(
() => import('./revenue-breakdown-chart').then((m) => ({ default: m.RevenueBreakdownChart })),
{ loading: ChartFallback, ssr: false },
);
const SourceConversionChart = dynamic(
() => import('./source-conversion-chart').then((m) => ({ default: m.SourceConversionChart })),
{ loading: ChartFallback, ssr: false },
);
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
/**
* Where a widget lives on the dashboard. The shell renders three
* separate auto-fit regions so charts and rails don't compete for the
* same horizontal slots (preserves the visual hierarchy the team has
* gotten used to).
*
* - 'chart' main analytics region (wider min-col)
* - 'rail' side-rail region (narrower min-col)
* - 'feed' full-width row underneath everything else
*/
export type WidgetGroup = 'chart' | 'rail' | 'feed';
/**
* External integrations a widget can depend on. When the corresponding
* integration isn't connected for the active port, the widget is hidden
* from the picker AND from the rendered dashboard so reps can't toggle
* something that would render nothing. Wire new integrations through
* `useDashboardIntegrations()`.
*/
export type WidgetIntegration = 'umami' | 'documenso';
export interface DashboardWidget {
/** Stable persistence key. Don't rename — old preferences would break. */
id: string;
label: string;
description: string;
/**
* Renders the widget. Receives the active date-range so chart widgets
* can react; non-chart widgets simply ignore it. Keeping this a
* function instead of a `ComponentType` lets each widget pick its own
* prop shape without leaking the union into the registry type.
*/
render: (range: DateRange) => ReactNode;
group: WidgetGroup;
defaultVisible: boolean;
/**
* Some widgets self-gate (e.g. WebsiteGlanceTile renders null when
* Umami isn't configured). When `true`, the settings UI still shows
* the toggle so admins can enable it once the integration is wired
* but the widget itself decides whether to render content.
*/
selfGates?: boolean;
/**
* Names the external integration this widget depends on. When the
* integration isn't connected for the active port, the widget is
* filtered out of both the picker and the rendered dashboard.
*/
requires?: WidgetIntegration;
}
export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
// ── KPI tiles (rail) ────────────────────────────────────────────────
// Off by default — keep the existing dashboard layout unchanged for
// users on first paint after the upgrade; reps can flip them on from
// the Customize menu.
{
id: 'kpi_active_deals',
label: 'Active Deals',
description: 'Compact tile: count of in-flight interests.',
render: () => <ActiveDealsTile />,
group: 'rail',
defaultVisible: false,
},
{
id: 'kpi_pipeline_value',
label: 'Pipeline Value',
description: 'Compact tile: total berth value of active deals (USD).',
render: () => <PipelineValueTile />,
group: 'rail',
defaultVisible: false,
},
// ── Charts (main area) ──────────────────────────────────────────────
{
id: 'pipeline_funnel',
label: 'Pipeline Funnel',
description: 'Interests by stage with conversion-rate vs open.',
render: (range) => <PipelineFunnelChart range={range} />,
group: 'chart',
defaultVisible: true,
},
{
id: 'occupancy_timeline',
label: 'Occupancy Timeline',
description: 'Daily berth occupancy across the range.',
render: (range) => <OccupancyTimelineChart range={range} />,
group: 'chart',
defaultVisible: true,
},
{
id: 'revenue_breakdown',
label: 'Revenue Breakdown',
description: 'Invoice totals grouped by status and currency.',
render: (range) => <RevenueBreakdownChart range={range} />,
group: 'chart',
defaultVisible: true,
},
{
id: 'lead_source',
label: 'Lead Source Attribution',
description: 'Where new interests came from.',
render: (range) => <LeadSourceChart range={range} />,
group: 'chart',
defaultVisible: true,
},
{
id: 'berth_status',
label: 'Berth Status',
description: 'Donut: available / under offer / sold split.',
render: () => <BerthStatusChart />,
group: 'chart',
defaultVisible: false,
},
{
id: 'source_conversion',
label: 'Source Conversion',
description: 'Win rate per lead source — which channels deliver buyers, not just leads.',
render: () => <SourceConversionChart />,
group: 'chart',
defaultVisible: false,
},
{
id: 'website_analytics',
label: 'Website Analytics',
description: 'Quick glance at marketing site traffic. Requires Umami.',
render: () => <WebsiteGlanceTile />,
group: 'rail',
defaultVisible: true,
selfGates: true,
requires: 'umami',
},
{
id: 'my_reminders',
label: 'My Reminders',
description: 'Your upcoming and overdue reminders.',
render: () => <MyRemindersRail />,
group: 'rail',
defaultVisible: true,
},
{
id: 'alerts',
label: 'Alerts',
description: 'System-flagged action items.',
render: () => <AlertRail />,
group: 'rail',
defaultVisible: true,
},
{
id: 'hot_deals',
label: 'Hot Deals',
description: 'Top 5 active interests closest to closing.',
render: () => <HotDealsCard />,
group: 'rail',
defaultVisible: false,
},
{
id: 'activity_feed',
label: 'Recent Activity',
description: 'Audit log of changes across the port.',
render: () => <ActivityFeed />,
group: 'feed',
defaultVisible: true,
},
];
/** Lookup helper so consumers don't have to scan the array. */
export const WIDGETS_BY_ID: Record<string, DashboardWidget> = Object.fromEntries(
DASHBOARD_WIDGETS.map((w) => [w.id, w]),
);