# Boss phone dashboard — design

**Date:** 2026-08-27
**Status:** Approved (pending implementation plan)
**Owner:** Dave (boss's view)

## Problem

The boss wants to keep track of where the business stands and what's
happening, on their phone. The existing `/dashboard` is desktop-first
(1074 lines, 6 chart types, 5 rows of cards) and the `/board` TV view is
designed for a wall-mounted display. Neither fits a phone glance.

## Goal

A standalone, phone-first page at `/m` that answers, in a single
glance, three questions:

1. How many quotes did each rep load, do for their accounts, and push through to emailed/approved/sent today / this week / this month?
2. How many orders did each rep place today / this week / this month?
3. How many driver stops are scheduled today, and how many are left?

The boss opens `/m` on their phone, sees the numbers refresh in
realtime, taps a rep row to verify the work behind a number, and
closes the app. Done.

## Non-goals (YAGNI)

- PWA install prompt UI (manifest exists but no "Add to home screen" button).
- Push notifications on KPI thresholds.
- Historical week-over-week comparison.
- CSV export / share.
- Settings screen.
- Stock alerts, follow-ups overdue, supplier PO queues — those live on
  the operator dashboard. Out of scope per the user's explicit "just
  the KPIs you listed" answer.

## Data model

Per-rep aggregations on the **rep perspective**:

| Stat | Definition |
|---|---|
| `quotesLoaded` | `quotes.claimed_by` = rep.id, count of rows where `created >= windowStart` and `created < windowEnd`. |
| `quotesDoneFor` | `quotes` joined to `customer` where `customer.rep` = rep.id, count of rows in window. |
| `quotesDoneBy` | `quotes.claimed_by` = rep.id, count of rows in window where `status` ∈ {`emailed`, `approved`, `sent`}. |
| `ordersPlaced` | `orders.rep` matches rep (PB id or resolved name), count of rows in window where `item_status` ∈ {`pending`, `po_generated`, `assigned`, `collection_pool`, `collected`, `delivered`, `invoiced`} (i.e. not cancelled). |

`window` is one of `today | week | month`:
- `today`: `[startOfDay(UTC), startOfTomorrow(UTC))`
- `week`: `[startOfWeek(UTC, monday), startOfNextWeek(UTC, monday))`
- `month`: `[startOfMonth(UTC), startOfNextMonth(UTC))`

Driver stops are always today-only regardless of the active tab.

The `orders.rep` field historically stored a free-text name and
sometimes a 15-char PB id. The service uses the existing
`resolveRepDisplayName` helper from `src/lib/server/order-rep.ts` to
normalise to a rep id, then joins on `users.id` — same pattern the
operator dashboard already uses for per-customer rep resolution.

Users with `claimed_by` / rep values that no longer resolve to a
`users` row are bucketed under a single "(unknown)" rep in the output
so the page never silently drops activity.

## Output shape

```ts
type BossDashboardData = {
  window: "today" | "week" | "month";
  rangeStart: string; // ISO
  rangeEnd: string;   // ISO
  orderTotals: {
    total: number;       // orders created in window, not cancelled
    delivered: number;   // item_status === "delivered"
    invoiced: number;    // order.invoiced === true
  };
  reps: Array<{
    id: string;          // PB users.id, or "" for the (unknown) bucket
    name: string;        // "Gary Ndlovu" or "(unknown)"
    isUnknown: boolean;  // true → render muted, no avatar, no drill-down
    quotesLoaded: number;
    quotesDoneFor: number;
    quotesDoneBy: number;
    ordersPlaced: number;
  }>;
  drivers: Array<{
    id: string;          // PB users.id
    name: string;
    stopsToday: number;
    stopsDone: number;
    stopsLeft: number;
  }>;
};
```

The endpoint returns ONE window at a time, not all three. Tab change →
new fetch with `?window=week`. Payload stays small (~3-5 KB).

## Files to create

```
src/lib/server/boss-dashboard-service.ts          # getBossDashboardData({ window })
src/lib/server/boss-dashboard-service.test.ts     # PB mocked, per-rep math + window boundaries
src/app/api/v1/boss-dashboard/route.ts            # GET ?window=today|week|month, asserts session
src/app/api/v1/boss-dashboard/
  └── rep-activity/route.ts                       # GET ?rep=<id>&window=<window>&kind=quotes|orders
                                                  # → paginated list for the bottom sheet
src/app/(mobile)/m/layout.tsx                     # phone shell, manifest link, no nav
src/app/(mobile)/m/page.tsx                       # server component, auth gate, initial fetch
src/app/(mobile)/m/dashboard-view.tsx             # client: tabs, realtime, drill-downs
public/manifest-mobile.json                       # name, short_name, theme_color, display=standalone
```

## Files to modify

- `next.config.*` or `app/layout.tsx` — register `/m` layout's manifest link in the
  document head. (Confirmed: adding a `<link rel="manifest">` inside
  `(mobile)/m/layout.tsx` is enough; Next.js merges per-route head tags.)

## Architecture & data flow

1. **First paint (SSR):**
   - Server Component reads the PB cookie via `cookies()` from `next/headers`
     and calls `assertBrowserSession()` (no-arg variant for server components —
     the route-handler variant `assertBrowserSession(req)` takes `NextRequest`).
     On failure the page throws a redirect to the PB login route.
   - `getBossDashboardData({ window: "today" })` runs against the admin PB client.
   - `<BossDashboardView initial={...} />` renders with data — no spinner.

2. **Tab change (client):**
   - User taps Week or Month.
   - Client state updates `activeWindow`.
   - `useEffect` on `activeWindow` calls `/api/v1/boss-dashboard?window=week`.
   - Response replaces `data`, skeleton flashes for ~80ms while fetch in flight.

3. **Realtime (client):**
   - On mount, subscribe to PB `customers`, `quotes`, `orders` collections
     with `*` events.
   - Trailing-edge debounce 1000ms → re-fetch current window.
   - Unsubscribe on unmount.

4. **Drill-down:**
   - Tap rep row → bottom sheet opens with two tabs (Quotes / Orders).
   - Sheet calls `/api/v1/boss-dashboard/rep-activity?rep=<id>&window=<window>&kind=...`.
   - Result is a flat array of `{ id, number, customer, status, age }` — page renders rows.
   - Tap a row → opens `/quotes/<id>` or `/orders/<id>` in a new tab on the phone.

5. **Auth:** `assertBrowserSession` against the running PB browser session.
   Boss logs in via the existing PB login page once. No new auth code, no new PIN.
   Two flavours:
   - **Page (server component):** `assertBrowserSession()` reads the PB cookie
     from `next/headers`. Throws redirect on failure.
   - **Route handler:** `assertBrowserSession(req)` takes `NextRequest`,
     forwards the bearer token / cookie, returns 401 on failure.

## Components

### `(mobile)/m/layout.tsx`

```tsx
export default function MobileLayout({ children }: { children: React.ReactNode }) {
  return (
    <main className="min-h-screen bg-background text-foreground">
      {children}
    </main>
  );
}
```

Also sets `<meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">` and `<link rel="manifest" href="/manifest-mobile.json">` via the route's head export.

### `(mobile)/m/page.tsx`

Server component:
```tsx
export const dynamic = "force-dynamic";
export const runtime = "nodejs";

export default async function BossDashboardPage() {
  await assertBrowserSession();
  const initial = await getBossDashboardData({ window: "today" });
  return <BossDashboardView initial={initial} userName={user.name} />;
}
```

### `(mobile)/m/dashboard-view.tsx` (client)

Sections, top to bottom:

1. **Header strip** — "Good {morning|afternoon|evening}, {firstName}." (first name = `user.name.split(" ")[0]`, matching the operator dashboard pattern) with refresh button (rotates icon while loading) and `last-refreshed {timeAgo}` subtitle.

2. **Time tab bar** — segmented control. Today / Week / Month. Active tab highlighted with accent colour, others muted. Single tap re-fetches.

3. **Order totals strip** — three small tiles: total / delivered / invoiced for the active window. One row, three cells.

4. **Reps section** — header "Sales reps" with count. One card per rep, sorted `ordersPlaced DESC, quotesLoaded DESC`. Each card:
   - Avatar + name (left)
   - 4 metric cells (loaded / done-for / done-by / orders) right-aligned with label-under-number
   - Progress bar underneath showing `ordersPlaced / totalOrdersThisWindow` as percentage
   - Tap → bottom sheet

5. **Drivers section** — header "Driver stops today ({totalStopsToday})" — the count in parentheses is the sum of all drivers' `stopsToday`. One card per driver with stops-left badge coloured by urgency: red if `stopsLeft > 0 && stopsDone === 0` (nothing started yet), yellow if `stopsLeft > 0 && stopsDone > 0` (in progress), green if `stopsLeft === 0` (all done).

### Bottom sheet (`<dialog>` element)

Reuses the native `<dialog>` element with `[open]` toggling. Two tabs inside: Quotes / Orders. Each tab lazy-loads its data via the rep-activity endpoint. Rows render with avatar (initial), number, customer, status pill, relative age ("2h ago"). Tap row → `window.open(/quotes/<id>, "_blank")`.

## Empty / loading / error states

| State | Behaviour |
|---|---|
| Loading (first paint) | Server-rendered data, no spinner needed. |
| Loading (tab change) | Card-level skeleton, shimmer, ~80ms. |
| Error (PB 5xx) | Toast with retry button, single "Couldn't load" tile replaces the affected section. View keeps the previous data. |
| Empty reps | "No rep activity in this window." Card centred, muted text. |
| Empty drivers | "No driver stops scheduled today." |
| Network offline | Toast "Reconnecting…", disable refresh button. |

## Service contract

`getBossDashboardData({ window }: { window: "today" | "week" | "month" }): Promise<BossDashboardData>`

Throws on PB errors with a `.status` property. Caller (`route.ts`) catches and returns 500 with `{ error: "..." }` body. View renders error state on non-OK responses.

`getBossRepActivity({ rep, window, kind, page }): Promise<{ items: Array<...>, hasMore: boolean }>` — paginated 25 per page for the drill-down sheet.

## Testing

- **`boss-dashboard-service.test.ts`** — PB mocked via `pocketbase-admin` test pattern already in the repo. Cases:
  - Per-rep math correct (loaded / done-for / done-by / orders) for sample fixture.
  - Window boundary correctness: today rolls over at UTC midnight, week on Monday, month on day 1.
  - Unknown rep bucketing: `claimed_by` strings that don't resolve to a `users.id` land in the `(unknown)` row.
  - Empty rep list still returns valid shape.
- **`route.test.ts`** (one test file for both `/api/v1/boss-dashboard` and `/api/v1/boss-dashboard/rep-activity`):
  - 401 when no session.
  - 400 on missing/invalid `window`.
  - 200 with valid payload.
- **No browser test in v1.** User has `agent-browser` configured and will verify in the running app.

## Refresh model

PB realtime + 1s trailing-edge debounce. Same as `/dashboard`. If the
debounce proves noisy on a phone (battery, data), we can add a "Pause
live updates" toggle as a follow-up.

## Out of scope reminders

Already listed. Re-emphasising here because the boss might be tempted
to ask for them at demo time:
- PWA install button.
- Per-rep drill-down to "orders by status" — current drill-down is a
  flat list of records, not a per-status breakdown.
- Date scrubber — fixed today / this week / this month.
- Multi-tenant / white-label — single-tenant WFDASH, single boss.

## Open questions

None. All clarifying questions resolved during brainstorm:

- Rep perspective on quote metrics — confirmed.
- Reps-only as the user scope — confirmed.
- Same PB session auth — confirmed.
- Today + week + month tabs (no toggle) — confirmed.
- PB realtime + debounce — confirmed.
- Tap-row-to-list drill-downs — confirmed.
- Standalone PWA at `/m` — confirmed.
- Layout B (tabs top, single table) — confirmed.
- "Just the KPIs you listed" — confirmed.

## How to verify after implementation

1. `pnpm dev` — confirm no compile errors.
2. Open `http://localhost:4001/m` in the browser.
3. Confirm greeting + tab bar + reps + drivers render.
4. Switch tab — confirm data refreshes.
5. Open DevTools network tab, simulate a quote create in another tab —
   confirm debounced re-fetch fires within ~1s.
6. Tap a rep row — confirm bottom sheet opens with quotes + orders.
7. Tap a record inside the sheet — confirm `/quotes/<id>` opens in a new tab.
8. Sign out, navigate to `/m` — confirm redirect to PB login.
9. `pnpm test src/lib/server/boss-dashboard-service.test.ts` — passes.
10. `pnpm test src/app/api/v1/boss-dashboard` — passes.