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feat(dashboard): role-aware hotel BI home and report gallery - #328

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telivity-otaip wants to merge 1 commit into
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cursor/hotel-bi-dashboard-4631
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feat(dashboard): role-aware hotel BI home and report gallery#328
telivity-otaip wants to merge 1 commit into
mainfrom
cursor/hotel-bi-dashboard-4631

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Summary

Turns the staff dashboard and Reports page into role-aware hotel BI that managers and ops leads will actually open every day.

Home dashboard (/)

  • Permission-based personas: Manager flash, Revenue (pace/pickup), Accounting (ledgers/aging), Front Office, Housekeeping — resolved from effective property permissions (demo/auth-off → full manager view)
  • Atmospheric BI hero with Today / Yesterday / 7D / 30D / MTD period chips
  • KPI cards with sparklines, vs-prior-day deltas, threshold tinting, and drill-through into Reports
  • Exception strip: open folio balances, night-audit health, OOO, pending revenue decisions
  • Surfaces API fields that were previously unused (revenue mix, payments, outstanding balances, audit status)
  • Portfolio mode gets the same visual language with property drill-down

Reports (/reports)

  • Report gallery (flash / rooms / demand / accounting) with favorites — replaces the dropdown-first tool
  • Richer charts and ledger panels; CSV export links for daily revenue + trial balance
  • Deep links (?report=…) from Accounting still work

Implementation notes

  • Stays on existing Recharts + Telivity tokens (no new chart deps)
  • No new API endpoints — builds on /v1/reports/*, rooms, reservations, housekeeping, A/R aging, agents
  • Unit tests for persona resolution and period range helpers
  • pnpm --filter @telivityhaip/dashboard typecheck passes; dashboard package builds

Test plan

  • Open / with auth off (or GM) → Manager flash with KPIs, exceptions, mix charts, trend/pace
  • Simulate front-desk permissions → ops activity KPIs, no finance report calls required
  • Simulate housekeeping → task/urgent board with link to /housekeeping
  • Simulate revenue manager → pickup + pace + occupancy trend primary
  • Simulate accounting → ledger health + A/R aging buckets
  • Portfolio mode → property scorecard + revenue bars
  • /reports gallery select each report type; favorites persist; CSV links for daily revenue / trial balance
  • Deep link /reports?report=trial-balance still opens that report
Open in Web Open in Cursor 

Replace the generic KPI home and dropdown reports tool with permission-based
dashboards (manager flash, revenue pace, accounting close, front office,
housekeeping) and a card gallery for flash/demand/ledger reports, reusing
existing report APIs with richer charts, exceptions, and period controls.

Co-authored-by: telivity-otaip <telivity-otaip@users.noreply.github.com>
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