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Scope dashboard KPIs to Shape clients only

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- Client count: Shape/Shape2 designation only
- Policy count: active Shape policies (excludes dead statuses)
- Task count: open tasks on Shape clients (excludes NA/CANCELLED)
- Completion rate: excludes NA/CANCELLED from denominator
- /api/metrics intentionally left as system-wide (Prometheus)
This commit is contained in:
lorentz 2026-04-14 00:36:17 +00:00
parent c07e02855e
commit db9dae7c7c
1 changed files with 14 additions and 11 deletions
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25
ondeck/src/app/(dashboard)/dashboard/page.tsx
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@ -14,15 +14,18 @@ export default async function DashboardPage() {
redirect('/auth/signin')
}
// Fetch real statistics
const [clientCount, policyCount, taskCount] = await Promise.all([
prisma.client.count(),
prisma.policy.count(),
prisma.task.count({ where: { status: { not: 'COMPLETED' } } }),
// Fetch real statistics — scoped to Shape clients only
const shapeWhere = { designation: { name: { in: ['Shape', 'Shape 2'] } } }
const shapeClientIds = (await prisma.client.findMany({ where: shapeWhere, select: { id: true } })).map((c) => c.id)
const [clientCount, policyCount, taskCount, completedTasks, totalTasks] = await Promise.all([
prisma.client.count({ where: shapeWhere }),
prisma.policy.count({ where: { clientId: { in: shapeClientIds }, status: { notIn: ['Cancelled', 'Expired', 'Non-Renewed', 'Rewritten', 'Not taken'] } } }),
prisma.task.count({ where: { clientId: { in: shapeClientIds }, status: { notIn: ['COMPLETED', 'CANCELLED', 'NA'] } } }),
prisma.task.count({ where: { clientId: { in: shapeClientIds }, status: 'COMPLETED' } }),
prisma.task.count({ where: { clientId: { in: shapeClientIds }, status: { notIn: ['CANCELLED', 'NA'] } } }),
])
const completedTasks = await prisma.task.count({ where: { status: 'COMPLETED' } })
const totalTasks = await prisma.task.count()
const completionRate = totalTasks > 0 ? Math.round((completedTasks / totalTasks) * 100) : 0
return (
@ -47,7 +50,7 @@ export default async function DashboardPage() {
<CardContent>
<div className="text-3xl font-bold">{clientCount}</div>
<p className="text-xs text-muted-foreground mt-1">
Active client accounts
Shape program clients
</p>
</CardContent>
</Card>
@ -60,7 +63,7 @@ export default async function DashboardPage() {
<CardContent>
<div className="text-3xl font-bold">{policyCount}</div>
<p className="text-xs text-muted-foreground mt-1">
Policies requiring renewal
Active Shape policies
</p>
</CardContent>
</Card>
@ -73,7 +76,7 @@ export default async function DashboardPage() {
<CardContent>
<div className="text-3xl font-bold">{taskCount}</div>
<p className="text-xs text-muted-foreground mt-1">
Tasks awaiting completion
Open tasks (excludes NA/cancelled)
</p>
</CardContent>
</Card>
@ -86,7 +89,7 @@ export default async function DashboardPage() {
<CardContent>
<div className="text-3xl font-bold">{completionRate}%</div>
<p className="text-xs text-muted-foreground mt-1">
Tasks completed on time
Tasks completed vs total
</p>
</CardContent>
</Card>