WIP jordan

app/composables/useDashboardHomeWidgets.ts

@@ -0,0 +1,273 @@
+/**
+ * Home dashboard widget visibility — role presets + per-widget toggles.
+ * Persisted locally until per-user API exists.
+ */
+
+export type DashboardWidgetId =
+  | 'hero'
+  | 'milestone'
+  | 'performance'
+  | 'tasks_alerts'
+  | 'charts'
+  | 'brokerage_health'
+  | 'quotes_line'
+  | 'notes'
+  | 'calendar'
+  | 'quick_leads'
+  | 'sales_leads'
+  | 'client_favorites'
+  | 'drafts'
+
+export type DashboardRolePresetId =
+  | 'sales_manager'
+  | 'executive_manager'
+  | 'director'
+  | 'financial'
+  | 'admin_manager'
+  | 'customer_service_manager'
+
+export type DashboardWidgetMeta = {
+  id: DashboardWidgetId
+  label: string
+  description: string
+}
+
+export const DASHBOARD_WIDGETS: DashboardWidgetMeta[] = [
+  { id: 'hero', label: 'Welcome banner', description: 'Greeting, CTAs, workspace strip' },
+  { id: 'milestone', label: 'MTD milestone', description: 'Plan vs actual snapshot' },
+  { id: 'tasks_alerts', label: 'Tasks & alerts', description: 'Daily work + exceptions' },
+  { id: 'performance', label: 'Today at a glance', description: 'Headline KPIs + sparklines' },
+  { id: 'charts', label: 'Charts', description: 'GWP trend & quoted pipeline' },
+  { id: 'brokerage_health', label: 'Brokerage health', description: 'YTD / trailing book metrics' },
+  { id: 'quotes_line', label: 'Sent quotes', description: 'Sortable list of quotes sent to clients' },
+  { id: 'notes', label: 'Notes', description: 'Personal scratchpad and reminders' },
+  { id: 'calendar', label: 'Calendar', description: 'Agenda, renewals, alerts & reminders' },
+  { id: 'quick_leads', label: 'Quick leads', description: 'Recent quick leads from the last 10 days' },
+  { id: 'sales_leads', label: 'Sales leads', description: 'All leads by source — filter by channel, campaign, or API' },
+  { id: 'client_favorites', label: 'Favorite clients', description: 'Starred clients for quick access' },
+  { id: 'drafts', label: 'Drafts', description: 'Resume in-progress quotes, solicitudes & registrations' }
+]
+
+const STORAGE_KEY = 'policy-ui.dashboard.widgets.v4'
+
+export const DEFAULT_WIDGET_ORDER: DashboardWidgetId[] = DASHBOARD_WIDGETS.map((w) => w.id)
+
+function normalizeWidgetOrder(raw: unknown): DashboardWidgetId[] {
+  const base = [...DEFAULT_WIDGET_ORDER]
+  if (!Array.isArray(raw)) return base
+  const seen = new Set<DashboardWidgetId>()
+  const out: DashboardWidgetId[] = []
+  for (const x of raw) {
+    if (typeof x === 'string' && base.includes(x as DashboardWidgetId) && !seen.has(x as DashboardWidgetId)) {
+      const id = x as DashboardWidgetId
+      seen.add(id)
+      out.push(id)
+    }
+  }
+  for (const id of base) {
+    if (!seen.has(id)) out.push(id)
+  }
+  return out
+}
+
+const ALL_ON: Record<DashboardWidgetId, boolean> = {
+  hero: true,
+  milestone: true,
+  performance: false,
+  tasks_alerts: true,
+  charts: true,
+  brokerage_health: true,
+  quotes_line: true,
+  notes: true,
+  calendar: true,
+  quick_leads: true,
+  sales_leads: true,
+  client_favorites: true,
+  drafts: true
+}
+
+export const DASHBOARD_ROLE_PRESETS: Record<
+  DashboardRolePresetId,
+  { label: string; hint: string; widgets: Record<DashboardWidgetId, boolean> }
+> = {
+  sales_manager: {
+    label: 'Sales manager',
+    hint: 'Pipeline, tasks, quotes — lighter book-of-business tile.',
+    widgets: { ...ALL_ON, brokerage_health: false }
+  },
+  executive_manager: {
+    label: 'Executive manager',
+    hint: 'Balanced operational + book view.',
+    widgets: { ...ALL_ON }
+  },
+  director: {
+    label: 'Director',
+    hint: 'Strategic KPIs & health; fewer operational tiles.',
+    widgets: {
+      ...ALL_ON,
+      tasks_alerts: false,
+      quotes_line: false
+    }
+  },
+  financial: {
+    label: 'Financial',
+    hint: 'Premium, AR, health metrics; fewer sales shortcuts.',
+    widgets: {
+      ...ALL_ON,
+      quotes_line: false,
+      tasks_alerts: true,
+      performance: false,
+      brokerage_health: true,
+      charts: true,
+      sales_leads: false
+    }
+  },
+  admin_manager: {
+    label: 'Admin / operations',
+    hint: 'Permissions, forms, and carrier setup — fewer quote shortcuts.',
+    widgets: {
+      ...ALL_ON,
+      quotes_line: false,
+      charts: false,
+      brokerage_health: true,
+      sales_leads: false
+    }
+  },
+  customer_service_manager: {
+    label: 'Customer service manager',
+    hint: 'Queues, tasks, and exceptions — lighter GWP / book tiles.',
+    widgets: {
+      ...ALL_ON,
+      charts: false,
+      brokerage_health: false,
+      quotes_line: false
+    }
+  }
+}
+
+/** Stable order for selects. */
+export const DASHBOARD_PRESET_ORDER: DashboardRolePresetId[] = [
+  'sales_manager',
+  'executive_manager',
+  'director',
+  'financial',
+  'admin_manager',
+  'customer_service_manager'
+]
+
+function cloneWidgets(w: Record<DashboardWidgetId, boolean>): Record<DashboardWidgetId, boolean> {
+  return { ...w }
+}
+
+export function useDashboardHomeWidgets() {
+  const activePreset = ref<DashboardRolePresetId>('executive_manager')
+  const widgets = ref<Record<DashboardWidgetId, boolean>>(
+    cloneWidgets(DASHBOARD_ROLE_PRESETS.executive_manager.widgets)
+  )
+  const widgetOrder = ref<DashboardWidgetId[]>([...DEFAULT_WIDGET_ORDER])
+  const layoutUnlocked = ref(false)
+  const hydrated = ref(false)
+
+  function persist() {
+    if (typeof localStorage === 'undefined') return
+    try {
+      localStorage.setItem(
+        STORAGE_KEY,
+        JSON.stringify({
+          preset: activePreset.value,
+          widgets: widgets.value,
+          widgetOrder: widgetOrder.value,
+          layoutUnlocked: layoutUnlocked.value
+        })
+      )
+    } catch {
+      /* quota */
+    }
+  }
+
+  function load() {
+    if (typeof localStorage === 'undefined') return
+    try {
+      const raw = localStorage.getItem(STORAGE_KEY)
+      if (!raw) return
+      const data = JSON.parse(raw) as {
+        preset?: DashboardRolePresetId
+        widgets?: Partial<Record<DashboardWidgetId, boolean>>
+        widgetOrder?: DashboardWidgetId[]
+        layoutUnlocked?: boolean
+      }
+      if (data.preset && DASHBOARD_ROLE_PRESETS[data.preset]) {
+        activePreset.value = data.preset
+      }
+      if (data.widgets) {
+        const merged = { ...widgets.value }
+        for (const k of Object.keys(merged) as DashboardWidgetId[]) {
+          if (data.widgets[k] !== undefined) merged[k] = data.widgets[k]!
+        }
+        widgets.value = merged
+      }
+      widgetOrder.value = normalizeWidgetOrder(data.widgetOrder)
+      if (typeof data.layoutUnlocked === 'boolean') {
+        layoutUnlocked.value = data.layoutUnlocked
+      }
+    } catch {
+      /* ignore */
+    }
+  }
+
+  onMounted(() => {
+    load()
+    hydrated.value = true
+  })
+
+  watch(
+    [activePreset, widgets, widgetOrder, layoutUnlocked],
+    () => {
+      if (hydrated.value) persist()
+    },
+    { deep: true }
+  )
+
+  const isPresetDirty = computed(() => {
+    const preset = DASHBOARD_ROLE_PRESETS[activePreset.value]
+    if (!preset) return false
+    return DASHBOARD_WIDGETS.some((w) => widgets.value[w.id] !== preset.widgets[w.id])
+  })
+
+  function applyPreset(id: DashboardRolePresetId) {
+    activePreset.value = id
+    const p = DASHBOARD_ROLE_PRESETS[id]
+    if (p) widgets.value = cloneWidgets(p.widgets)
+  }
+
+  function setWidget(id: DashboardWidgetId, on: boolean) {
+    widgets.value = { ...widgets.value, [id]: on }
+  }
+
+  function reapplySelectedPreset() {
+    applyPreset(activePreset.value)
+  }
+
+  function reorderWidgets(fromId: DashboardWidgetId, toId: DashboardWidgetId) {
+    if (fromId === toId) return
+    const arr = [...widgetOrder.value]
+    const fromI = arr.indexOf(fromId)
+    const toI = arr.indexOf(toId)
+    if (fromI === -1 || toI === -1) return
+    arr.splice(fromI, 1)
+    arr.splice(toI, 0, fromId)
+    widgetOrder.value = arr
+  }
+
+  return {
+    widgets,
+    widgetOrder,
+    layoutUnlocked,
+    activePreset,
+    isPresetDirty,
+    applyPreset,
+    setWidget,
+    reapplySelectedPreset,
+    reorderWidgets
+  }
+}