feat(dashboard): berth-heat widget + investor-default surfacing

Step 6 minimal-but-functional per PRE-DEPLOY-PLAN § 1.6.

Berth Heat — new widget showing top 15 berths by active interest
count via the interest_berths junction (non-primary links included so
multi-berth deals warm every berth in their bundle). Investor-friendly
demand-pressure view; the ranked-table shape exports cleanly to PDF/
CSV. Future heatmap viz reads the same shape via /api/v1/dashboard/
berth-heat.

Defaults flipped for investor-friendliness:
- kpi_pipeline_value → defaultVisible (currency-aware headline number).
- source_conversion → defaultVisible (conversion funnel by source;
  reads the inquiry → client linkage from Step 3).
- berth_heat → defaultVisible.

Pipeline-velocity-over-time + true heatmap viz deferred. pipeline_funnel
covers snapshot stage breakdowns; over-time velocity warrants its own
design pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-14 15:47:49 +02:00
parent 709ef350ff
commit 66869c9a90
4 changed files with 199 additions and 3 deletions

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@@ -0,0 +1,25 @@
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { errorResponse } from '@/lib/errors';
import { getBerthHeatRanking } from '@/lib/services/berth-heat.service';
/**
* GET /api/v1/dashboard/berth-heat
*
* Returns the top-N berths by active interest count, sorted hottest-
* first. Drives the BerthHeatWidget on the dashboard and the future
* heatmap visualization.
*/
export const GET = withAuth(
withPermission('reports', 'view_dashboard', async (req, ctx) => {
try {
const url = new URL(req.url);
const limit = Math.max(1, Math.min(50, Number(url.searchParams.get('limit') ?? '20')));
const rows = await getBerthHeatRanking(ctx.portId, limit);
return NextResponse.json({ data: { rows } });
} catch (error) {
return errorResponse(error);
}
}),
);

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@@ -0,0 +1,96 @@
'use client';
/**
* Berth Heat widget — ranked table of berths by active interest count.
* Investor-friendly "where is the demand pressure?" surface. Renders
* a sortable table that exports cleanly to PDF/CSV. A future heatmap
* visualization can sit beside this table reading the same data.
*/
import { useQuery } from '@tanstack/react-query';
import { Loader2 } from 'lucide-react';
import { useParams } from 'next/navigation';
import Link from 'next/link';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { StatusPill } from '@/components/ui/status-pill';
import { apiFetch } from '@/lib/api/client';
interface HeatRow {
berthId: string;
mooringNumber: string;
area: string | null;
status: string;
activeInterestCount: number;
}
interface HeatResponse {
data: { rows: HeatRow[] };
}
// Render the raw status — StatusPill recognizes 'available' /
// 'under_offer' / 'sold' as canonical tokens and applies the right tone.
function statusToken(s: string): 'available' | 'under_offer' | 'sold' | 'pending' {
if (s === 'available' || s === 'under_offer' || s === 'sold') return s;
return 'pending';
}
export function BerthHeatWidget() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading } = useQuery<HeatResponse>({
queryKey: ['dashboard', 'berth-heat'],
queryFn: () => apiFetch<HeatResponse>('/api/v1/dashboard/berth-heat?limit=15'),
staleTime: 60_000,
});
return (
<Card>
<CardHeader>
<CardTitle className="text-base">Berth heat</CardTitle>
<CardDescription>Top 15 berths by active interest count.</CardDescription>
</CardHeader>
<CardContent>
{isLoading ? (
<div className="flex items-center gap-2 py-6 text-sm text-muted-foreground">
<Loader2 className="size-4 animate-spin" aria-hidden /> Loading
</div>
) : !data || data.data.rows.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">No active interests yet.</p>
) : (
<table className="w-full text-sm">
<thead>
<tr className="border-b text-xs text-muted-foreground">
<th className="py-1.5 text-left font-medium">Berth</th>
<th className="py-1.5 text-left font-medium">Dock</th>
<th className="py-1.5 text-left font-medium">Status</th>
<th className="py-1.5 text-right font-medium">Interests</th>
</tr>
</thead>
<tbody>
{data.data.rows.map((r) => (
<tr key={r.berthId} className="border-b last:border-b-0">
<td className="py-1.5">
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/berths/${r.berthId}` as any}
className="font-medium hover:underline"
>
{r.mooringNumber}
</Link>
</td>
<td className="py-1.5 text-muted-foreground">{r.area ?? '—'}</td>
<td className="py-1.5">
<StatusPill status={statusToken(r.status)}>
{r.status.replace(/_/g, ' ')}
</StatusPill>
</td>
<td className="py-1.5 text-right font-semibold">{r.activeInterestCount}</td>
</tr>
))}
</tbody>
</table>
)}
</CardContent>
</Card>
);
}

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@@ -15,6 +15,7 @@ import dynamic from 'next/dynamic';
import { ActiveDealsTile } from './active-deals-tile';
import { ActivityFeed } from './activity-feed';
import { BerthHeatWidget } from './berth-heat-widget';
import { HotDealsCard } from './hot-deals-card';
import { PipelineValueTile } from './pipeline-value-tile';
import { WebsiteGlanceTile } from './website-glance-tile';
@@ -122,10 +123,13 @@ export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
{
id: 'kpi_pipeline_value',
label: 'Pipeline Value',
description: 'Compact tile: total berth value of active deals (USD).',
description: 'Total berth value of active deals, converted to the port default currency.',
render: () => <PipelineValueTile />,
group: 'rail',
defaultVisible: false,
// Flipped on by default 2026-05-14 — the dashboard wave prioritized
// investor-facing tiles, and this is the headline number leadership
// looks at first.
defaultVisible: true,
},
// ── Charts (main area) ──────────────────────────────────────────────
@@ -175,7 +179,18 @@ export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
description: 'Win rate per lead source — which channels deliver buyers, not just leads.',
render: () => <SourceConversionChart />,
group: 'chart',
defaultVisible: false,
// Flipped on 2026-05-14 — investor-facing conversion-funnel-by-source
// surface (PRE-DEPLOY-PLAN § 1.6.23). Reads inquiry → client linkage
// (clients.source_inquiry_id) added in migration 0065.
defaultVisible: true,
},
{
id: 'berth_heat',
label: 'Berth Heat',
description: 'Top 15 berths by active interest count. Investor-friendly demand pressure view.',
render: () => <BerthHeatWidget />,
group: 'chart',
defaultVisible: true,
},
{
id: 'website_analytics',

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@@ -0,0 +1,60 @@
/**
* Per-berth interest-count rankings — investor-facing analytics surface.
* For each berth in the port, returns the count of active interests
* (archived_at IS NULL AND outcome IS NULL) currently linked via the
* primary `interest_berths` row.
*
* Drives the BerthHeatWidget on the dashboard (ranked table view).
* A future heatmap-style visualization can read the same shape.
*/
import { and, count, desc, eq, isNull } from 'drizzle-orm';
import { db } from '@/lib/db';
import { berths } from '@/lib/db/schema/berths';
import { interests, interestBerths } from '@/lib/db/schema/interests';
export interface BerthHeatRow {
berthId: string;
mooringNumber: string;
area: string | null;
status: string;
/** Count of active (non-terminal, non-archived) interests linked to
* this berth via interest_berths. Treats every interest-berth link
* equally (no is_primary requirement) so a multi-berth deal warms
* every berth in its bundle. */
activeInterestCount: number;
}
export async function getBerthHeatRanking(portId: string, limit = 20): Promise<BerthHeatRow[]> {
const rows = await db
.select({
berthId: berths.id,
mooringNumber: berths.mooringNumber,
area: berths.area,
status: berths.status,
activeInterestCount: count(interests.id),
})
.from(berths)
.leftJoin(interestBerths, eq(interestBerths.berthId, berths.id))
.leftJoin(
interests,
and(
eq(interests.id, interestBerths.interestId),
eq(interests.portId, portId),
isNull(interests.archivedAt),
isNull(interests.outcome),
),
)
.where(and(eq(berths.portId, portId), isNull(berths.archivedAt)))
.groupBy(berths.id, berths.mooringNumber, berths.area, berths.status)
.orderBy(desc(count(interests.id)), berths.mooringNumber)
.limit(limit);
return rows.map((r) => ({
berthId: r.berthId,
mooringNumber: r.mooringNumber,
area: r.area,
status: r.status,
activeInterestCount: Number(r.activeInterestCount ?? 0),
}));
}