- pipeline funnel: count active interests by current stage (drop created_at window) — backfill had collapsed it to early stages (UAT 2026-06-03) - pipeline value tile: render current-state (don't thread the date range) - deal pulse chip: gate on the pulse_enabled master toggle (default ON) — was rendering even when admin turned it off; useFeatureFlag gains a default arg + the feature-flag endpoint a ?default= param (default-ON safe) - contact phone display: show international format + country flag (E164), not the bare national format that hid the country - berths: remove the dead row-density toggle; widen "Under offer to" chip on desktop so client names aren't truncated Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
335 lines
12 KiB
TypeScript
335 lines
12 KiB
TypeScript
/**
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* Dashboard widget registry - the single source of truth for which
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* widgets exist, what they're called, where they live, and what they
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* default to. The DashboardShell loops over this; the settings UI also
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* loops over this. Adding a new widget = adding one entry here.
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*
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* Widget visibility is persisted per-user in
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* `user_profiles.preferences.dashboardWidgets` as `{ [id]: boolean }`.
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* Missing entries default to `defaultVisible`, so a brand-new widget
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* surfaces for existing users automatically.
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*/
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import type { ReactNode } from 'react';
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import dynamic from 'next/dynamic';
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import { ActiveDealsTile } from './active-deals-tile';
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import { ActivityFeed } from './activity-feed';
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import { OnboardingTile } from './onboarding-tile';
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import { BerthHeatWidget } from './berth-heat-widget';
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import { ClientsByCountryWidget } from './clients-by-country-widget';
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import { HotDealsCard } from './hot-deals-card';
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import { PipelineValueTile } from './pipeline-value-tile';
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import { WebsiteGlanceTile } from './website-glance-tile';
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import { MyRemindersRail } from './my-reminders-rail';
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import { AlertRail } from '@/components/alerts/alert-rail';
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import type { DateRange } from '@/lib/analytics/range';
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// Recharts-backed widgets are dynamic-imported so the recharts bundle
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// (~80-150KB) doesn't ship on every dashboard load when the rep has
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// disabled charts. perf-test-auditor HIGH H3 caught the static import.
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// Each one gets a placeholder loading state matching its grid slot.
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const ChartFallback = () => (
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<div className="rounded-lg border bg-muted/30 p-8 text-center text-sm text-muted-foreground">
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Loading chart…
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</div>
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);
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const BerthStatusChart = dynamic(
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() => import('./berth-status-chart').then((m) => ({ default: m.BerthStatusChart })),
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{ loading: ChartFallback, ssr: false },
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);
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const LeadSourceChart = dynamic(
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() => import('./lead-source-chart').then((m) => ({ default: m.LeadSourceChart })),
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{ loading: ChartFallback, ssr: false },
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);
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const OccupancyTimelineChart = dynamic(
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() => import('./occupancy-timeline-chart').then((m) => ({ default: m.OccupancyTimelineChart })),
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{ loading: ChartFallback, ssr: false },
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);
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const PipelineFunnelChart = dynamic(
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() => import('./pipeline-funnel-chart').then((m) => ({ default: m.PipelineFunnelChart })),
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{ loading: ChartFallback, ssr: false },
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);
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const SourceConversionChart = dynamic(
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() => import('./source-conversion-chart').then((m) => ({ default: m.SourceConversionChart })),
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{ loading: ChartFallback, ssr: false },
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);
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const TenancyOccupancyHeatmapWidget = dynamic(
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() =>
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import('./tenancy-occupancy-heatmap').then((m) => ({
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default: m.TenancyOccupancyHeatmapWidget,
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})),
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{ loading: ChartFallback, ssr: false },
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);
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const TenancyRenewalsAtRiskWidget = dynamic(
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() =>
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import('./tenancy-renewals-at-risk').then((m) => ({
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default: m.TenancyRenewalsAtRiskWidget,
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})),
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{ loading: ChartFallback, ssr: false },
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);
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const TenancyRevenueForecastWidget = dynamic(
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() =>
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import('./tenancy-revenue-forecast').then((m) => ({
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default: m.TenancyRevenueForecastWidget,
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})),
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{ loading: ChartFallback, ssr: false },
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);
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const TenancyByTenureTypeWidget = dynamic(
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() =>
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import('./tenancy-by-tenure-type').then((m) => ({
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default: m.TenancyByTenureTypeWidget,
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})),
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{ loading: ChartFallback, ssr: false },
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);
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/**
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* Where a widget lives on the dashboard. The shell renders three
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* separate auto-fit regions so charts and rails don't compete for the
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* same horizontal slots (preserves the visual hierarchy the team has
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* gotten used to).
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*
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* - 'chart' → main analytics region (wider min-col)
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* - 'rail' → side-rail region (narrower min-col)
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* - 'feed' → full-width row underneath everything else
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*/
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export type WidgetGroup = 'chart' | 'rail' | 'feed';
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/**
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* External integrations a widget can depend on. When the corresponding
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* integration isn't connected for the active port, the widget is hidden
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* from the picker AND from the rendered dashboard so reps can't toggle
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* something that would render nothing. Wire new integrations through
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* `useDashboardIntegrations()`.
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*/
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export type WidgetIntegration = 'umami' | 'documenso' | 'tenancies_module';
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export interface DashboardWidget {
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/** Stable persistence key. Don't rename - old preferences would break. */
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id: string;
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label: string;
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description: string;
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/**
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* Renders the widget. Receives the active date-range so chart widgets
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* can react; non-chart widgets simply ignore it. Keeping this a
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* function instead of a `ComponentType` lets each widget pick its own
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* prop shape without leaking the union into the registry type.
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*/
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render: (range: DateRange) => ReactNode;
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group: WidgetGroup;
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defaultVisible: boolean;
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/**
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* Some widgets self-gate (e.g. WebsiteGlanceTile renders null when
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* Umami isn't configured). When `true`, the settings UI still shows
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* the toggle so admins can enable it once the integration is wired -
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* but the widget itself decides whether to render content.
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*/
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selfGates?: boolean;
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/**
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* Names the external integration this widget depends on. When the
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* integration isn't connected for the active port, the widget is
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* filtered out of both the picker and the rendered dashboard.
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*/
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requires?: WidgetIntegration;
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}
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export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
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// ── Onboarding (rail, super_admin-only) ─────────────────────────────
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// Self-collapses when the checklist hits 100% and self-hides for
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// non-super-admin users so most reps never see this tile at all.
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{
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id: 'onboarding_checklist',
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label: 'Setup checklist',
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description:
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'Progress + next-step nudge while the org is still going through Documenso / branding / users setup. Hidden once 100% complete.',
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render: () => <OnboardingTile />,
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group: 'rail',
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defaultVisible: true,
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},
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// ── KPI tiles (rail) ────────────────────────────────────────────────
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// Off by default - keep the existing dashboard layout unchanged for
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// users on first paint after the upgrade; reps can flip them on from
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// the Customize menu.
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{
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id: 'kpi_active_deals',
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label: 'Active Deals',
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description: 'Compact tile: count of in-flight interests.',
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render: () => <ActiveDealsTile />,
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group: 'rail',
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defaultVisible: false,
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},
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{
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id: 'kpi_pipeline_value',
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label: 'Pipeline Value',
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description:
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'Gross + weighted forecast, broken down by pipeline stage so leadership can see what is near-close vs speculative.',
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// Current-state snapshot: pipeline value = sum across ALL active deals,
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// not "added in the selected window". Don't thread the range (UAT
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// 2026-06-03 — windowing it dropped older deals + confused the headline).
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render: () => <PipelineValueTile />,
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// Lives in the chart grid (not the narrow rail) so the per-stage
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// breakdown rows have room to breathe alongside the headline numbers,
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// and the rail stays reserved for reminders / alerts / glance tiles.
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group: 'chart',
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defaultVisible: true,
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},
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// ── Charts (main area) ──────────────────────────────────────────────
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{
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id: 'pipeline_funnel',
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label: 'Pipeline Funnel',
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description: 'Interests by stage with conversion-rate vs open.',
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render: (range) => <PipelineFunnelChart range={range} />,
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group: 'chart',
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defaultVisible: true,
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},
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{
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id: 'occupancy_timeline',
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label: 'Occupancy Timeline',
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description: 'Daily berth occupancy across the range.',
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render: (range) => <OccupancyTimelineChart range={range} />,
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group: 'chart',
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defaultVisible: true,
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},
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{
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id: 'lead_source',
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label: 'Lead Source Attribution',
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description: 'Where new interests came from.',
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render: (range) => <LeadSourceChart range={range} />,
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group: 'chart',
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defaultVisible: true,
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},
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{
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id: 'berth_status',
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label: 'Berth Status',
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description: 'Donut: available / under offer / sold split.',
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render: () => <BerthStatusChart />,
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group: 'chart',
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defaultVisible: false,
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},
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{
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id: 'source_conversion',
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label: 'Source Conversion',
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description: 'Win rate per lead source - which channels deliver buyers, not just leads.',
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render: () => <SourceConversionChart />,
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group: 'chart',
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// Flipped on 2026-05-14 - investor-facing conversion-funnel-by-source
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// surface (PRE-DEPLOY-PLAN § 1.6.23). Reads inquiry → client linkage
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// (clients.source_inquiry_id) added in migration 0065.
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defaultVisible: true,
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},
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{
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id: 'berth_heat',
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label: 'Berth Demand',
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description:
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'Ranks berths by active interest. Surfaces the leading mooring with its runners-up.',
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render: () => <BerthHeatWidget />,
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group: 'chart',
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defaultVisible: true,
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},
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{
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id: 'clients_by_country',
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label: 'Clients by country',
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description:
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'Per-country distribution of the active client book. Click a row to filter the clients list by country.',
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render: () => <ClientsByCountryWidget />,
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// Same rail-tile idiom as BerthHeatWidget + HotDealsCard - compact
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// ranked list with mini-bars. Variant (a) per the master-doc design;
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// the world-map variant lands alongside the recharts→ECharts pass.
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group: 'rail',
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defaultVisible: true,
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},
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{
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id: 'website_analytics',
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label: 'Website Analytics',
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description: 'Quick glance at marketing site traffic. Requires Umami.',
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render: (range) => <WebsiteGlanceTile range={range} />,
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group: 'rail',
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defaultVisible: true,
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selfGates: true,
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requires: 'umami',
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},
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{
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id: 'my_reminders',
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label: 'My Reminders',
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description: 'Your upcoming and overdue reminders.',
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render: () => <MyRemindersRail />,
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group: 'rail',
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defaultVisible: true,
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},
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{
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id: 'alerts',
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label: 'Alerts',
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description: 'System-flagged action items.',
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render: () => <AlertRail />,
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group: 'rail',
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defaultVisible: true,
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},
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{
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id: 'hot_deals',
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label: 'Hot Deals',
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description: 'Top 5 active interests closest to closing.',
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render: () => <HotDealsCard />,
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group: 'rail',
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defaultVisible: false,
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},
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{
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id: 'activity_feed',
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label: 'Recent Activity',
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description: 'Audit log of changes across the port.',
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render: () => <ActivityFeed />,
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group: 'feed',
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defaultVisible: true,
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},
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// ── Tenancies module widgets ───────────────────────────────────────────
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// All four self-gate on `tenancies_module`. Hidden from picker + render
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// when the module isn't enabled for the active port.
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{
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id: 'tenancy_occupancy_heatmap',
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label: 'Occupancy heatmap',
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description: 'Per-(berth area × month) occupancy across the year.',
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render: () => <TenancyOccupancyHeatmapWidget />,
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group: 'chart',
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defaultVisible: true,
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selfGates: true,
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requires: 'tenancies_module',
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},
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{
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id: 'tenancy_renewals_at_risk',
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label: 'Renewals at risk',
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description: 'Active tenancies expiring in the next 90 days without a successor.',
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render: () => <TenancyRenewalsAtRiskWidget />,
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group: 'rail',
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defaultVisible: true,
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selfGates: true,
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requires: 'tenancies_module',
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},
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{
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id: 'tenancy_revenue_forecast',
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label: 'Tenancy revenue forecast',
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description: 'Berth value tied to tenancies ending each quarter, projected forward.',
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render: () => <TenancyRevenueForecastWidget />,
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group: 'chart',
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defaultVisible: true,
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selfGates: true,
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requires: 'tenancies_module',
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},
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{
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id: 'tenancy_by_tenure_type',
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label: 'Tenancies by tenure type',
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description: 'Active tenancy mix by tenure (permanent / fixed-term / seasonal …).',
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render: () => <TenancyByTenureTypeWidget />,
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group: 'rail',
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defaultVisible: true,
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selfGates: true,
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requires: 'tenancies_module',
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},
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];
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/** Lookup helper so consumers don't have to scan the array. */
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export const WIDGETS_BY_ID: Record<string, DashboardWidget> = Object.fromEntries(
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DASHBOARD_WIDGETS.map((w) => [w.id, w]),
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);
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