### Weekly KPI Board V1 (Owner Dashboard + Scoped Leader View + PDF Export) ### Summary - Build a new weekly KPI visualization layer on the main dashboard using the KPI structure from `PDF KPI breakdown.pdf` (responsabilidad, objetivo/indicador, quantity/quality, % cumplimiento, fecha/compromiso). - Power V1 with weekly snapshot data in Prisma (seeded from the extracted PDF rows first), exposed via internal API. - Show full board to `owner`, scoped board to `leader` by department, and keep `employee` without dashboard access. - Include a print-optimized export flow for “Save as PDF”. ### Implementation Changes - Add weekly KPI persistence models in [schema.prisma](/home/mdares03/benell/prisma/schema.prisma): - `WeeklyKpiSnapshot` (weekStart, weekEnd, source, timestamps). - `WeeklyKpiSection` (raw section label, optional mapped `DepartmentKey`, owner/team labels, sort order). - `WeeklyKpiRow` (KPI text fields + parsed compliance/value fields + derived status + sort order). - Seed initial snapshot from the PDF baseline into the week of **March 16–22, 2026** (PDF creation date is March 18, 2026), preserving raw labels exactly. - Add KPI API surface: - `GET /api/kpis/weekly?weekStart=YYYY-MM-DD` (grouped board payload with role-based scoping). - `POST /api/kpis/weekly/ingest` (upsert snapshot payload for future platform-generated data). - `PATCH /api/kpis/weekly/rows/:id` (owner + relevant leader edits for label/target/compliance text corrections). - Update access control so `/dashboard` is allowed for `owner` and `leader` (leaders receive department-scoped dataset). - Extend [dashboard/page.tsx](/home/mdares03/benell/src/app/(app)/dashboard/page.tsx) with a hybrid KPI board: - Header KPI summary cards (total rows, on-track %, at-risk count, due-soon count). - Department/section blocks with sortable table rows and visual status chips/progress bars. - Search + status + section filters. - Add print export mode: - Print-focused dashboard route/view with A4 CSS and hidden interactive controls. - “Exportar PDF” button triggers print flow (`window.print`) for browser Save-as-PDF. ### Public APIs / Interfaces / Types - New Prisma entities: `WeeklyKpiSnapshot`, `WeeklyKpiSection`, `WeeklyKpiRow`. - New shared DTOs for KPI board payload (`KpiBoardResponse`, `KpiSectionDTO`, `KpiRowDTO`). - New status enum for visualization and filtering (`on_track`, `watch`, `risk`, `no_score`). - Ingest contract supports raw text + optional parsed fields so platform integration can incrementally mature without breaking UI. ### Test Plan - Unit tests: - compliance/value parser from mixed text (`"90%"`, `"800,000"`, `"PLAN 50%"`). - row status derivation and due-soon/risk classification. - API tests: - authz for owner/leader/employee. - leader scoping returns only mapped department sections. - ingest upsert idempotency by `(weekStart, section, row key)`. - UI tests: - filters/sorting behavior and risk highlighting. - dashboard renders sectioned KPI table without text overflow. - print view renders cleanly in desktop/mobile and produces expected PDF layout. - Regression checks: - existing non-KPI dashboard blocks still render. - projects/marketing routes unaffected. ### Assumptions And Defaults - Week cadence is Monday–Sunday in `America/Mexico_City`. - V1 uses seeded PDF-derived data plus API-ready schema; external platform wiring uses the ingest endpoint in the next step. - Raw PDF labels remain source of truth in V1; optional enum mapping is additive. - Leader visibility is department-scoped only; owner is global. - PDF export in V1 is print-layout based (not backend file rendering).