wulf-pulse/DESIGN.md

# Pulse — Design System

This file documents how the UI is put together today: the tokens, the
component vocabulary, the navigation IA, and the patterns each page is
expected to follow. It also calls out the rough edges that the
`nav-design-improvements` branch exists to address — treat the "Open
improvements" section as the working backlog for visual/UX cleanup.

System overview lives in `ARCHITECTURE.md`. Per-feature notes live in `docs/`.

## 1. Design principles

- **Information density over decoration.** Pulse is an internal operations
  console. Tables, dashboards, and admin tools win over hero spacing.
- **One source of truth per pattern.** If shadcn/ui has a primitive, use it —
  don't re-implement (`<table>` raw, custom skeletons, ad-hoc dropdowns).
- **Tokens, not hex.** Colors come from CSS variables in `app/globals.css`,
  not Tailwind's full color palette. The same goes for radius and spacing.
- **Roles shape the nav, not the layout.** Hide items the user can't access;
  don't restructure the page shell per role.
- **Read-first, write-confirmed.** Destructive or external-effect actions
  (RMM execute, IT Glue write) live behind explicit dialogs with confirmation,
  not inline buttons.

## 2. Tokens

App tokens are defined in `app/globals.css` (shadcn defaults). The Wulf
brand layer in `app/styles/brand.css` is imported last and repoints
`--primary` / `--accent` / `--ring` / `--chart-2` to the standards-guide
blue (`#0075AD`) and provides Wulf gray ramps (`--wulf-gray-100/300/700`).
Tailwind 4 reads them via `@theme inline`; never hard-code colors or
radii in components.

### Colors (OKLch)

| Token | Light | Dark | Use |
|---|---|---|---|
| `--background` / `--foreground` | white / near-black | near-black / near-white | Page surface and primary text |
| `--card` / `--card-foreground` | white | `oklch(0.205 0 0)` | Card surfaces |
| `--primary` / `--primary-foreground` | logo blue `oklch(0.55 0.16 220)` | brighter blue `oklch(0.62 0.17 220)` | Primary actions, active nav, focus ring |
| `--secondary` / `--muted` | `oklch(0.97 0 0)` | `oklch(0.269 0 0)` | Subtle surfaces, table headers |
| `--muted-foreground` | `oklch(0.556 0 0)` | `oklch(0.708 0 0)` | Secondary text, descriptions |
| `--accent` | same as primary | same as primary | Hover/selection accents |
| `--destructive` | `oklch(0.577 0.245 27.325)` | `oklch(0.704 0.191 22.216)` | Errors, destructive buttons |
| `--border` / `--input` | `oklch(0.922 0 0)` | `oklch(1 0 0 / 10%)` | Borders, input outlines |
| `--ring` | logo blue | brighter blue | Focus ring |
| `--chart-1` … `--chart-5` | distinct hues | distinct hues | Recharts series |
| `--sidebar*` | mirrors page tokens | mirrors page tokens | Reserved for a future sidebar nav |

Status hues outside this set (success greens, warning ambers, info blues)
should still go through Tailwind's named palette at `-500` or `-600` and use
the muted background pair `bg-{hue}-500/15 text-{hue}-600` for badges so the
contrast stays acceptable in both modes.

### Radius

`--radius: 0.625rem`. Derived: `radius-sm` (`-4px`), `radius-md` (`-2px`),
`radius-lg` (=), `radius-xl` (`+4px`). Use `rounded-md` / `rounded-lg` —
don't introduce custom radii.

### Type

Brand mandate (per `docs/StandardsGuide (1).pdf`, 2013): Helvetica /
Arial, Bold for headers and Light for the tagline. **As of 2026-05 the
app uses IBM Plex Sans instead** — same spirit (engineered sans, Light
weight available), reliably hosted, and pairs with Plex Mono for
numerics. Helvetica / Arial remain in the fallback chain.

- Sans: **IBM Plex Sans** via `next/font/google`, weights 300/400/500/600/700.
  Wired via `--font-plex-sans` in `app/layout.tsx`.
- Mono: **IBM Plex Mono** via `next/font/google`, weights 400/500/600.
  Used for numerics, IDs, timestamps — not for body text.

Type scale: stick to Tailwind defaults. Reserve `text-2xl font-bold
tracking-tight` for page titles (matches `PageHeader`); use `text-lg
font-semibold` for card titles and `text-sm text-muted-foreground` for
descriptions. Numerics go through the `.num` / `.num-lg` / `.num-xl`
utilities defined in `app/styles/brand.css`.

### Dark mode

CSS-class strategy (`.dark` on `<html>`). Toggled by `ThemeToggle` in the
top bar; persisted via `next-themes`. Component-level dark variants should be
unnecessary if you stick to tokens.

## 3. Layout

### Page shell

```
┌─ <AppNavigation />  (sticky h-16, backdrop blur, z-50) ─┐
├─ <PageHeader />     (optional, bordered, container-aligned)
└─ <main>             (container mx-auto px-6 py-6)
     ├─ Cards / sections, separated by space-y-6
     └─ …
```

`PageHeader` lives at the bottom of `components/navigation/app-navigation.tsx`.
It owns the title (`h1.text-2xl.font-bold.tracking-tight`), description
(`text-muted-foreground`), optional breadcrumbs (`/`-separated), and an
actions slot.

### Container & spacing rules

| Rule | Value |
|---|---|
| Horizontal container | `container mx-auto px-6` |
| Vertical page padding | `py-6` (default), `py-8` only on auth/landing |
| Section gap | `space-y-6` for stacked sections, `gap-6` for grid layouts |
| Card body padding | shadcn default — don't override unless wrapping a table (`p-0`) |
| Item-level gap | `gap-2` for inline rows, `gap-4` for form rows |

These are the targets. Today's pages don't all conform — see "Open
improvements" below.

## 4. Navigation IA

The top bar (`components/navigation/app-navigation.tsx`) is the only nav. It
is sticky, full-width, and structured left-to-right as:

1. **Brand** — logo + "Pulse" wordmark (`hidden sm:block` for the wordmark)
2. **Primary menu** (`<NavigationMenu>`)
3. **Right-side controls** — `<ThemeToggle />`

### Items today

| Label | Route | Visibility |
|---|---|---|
| Dashboard | `/` | All |
| Configuration Items | `/configuration-items` | All |
| Backup Status ▾ | submenu | All |
| → Backup Status | `/backup-status` | |
| → RPO Comparison | `/veeam-comparison` | |
| → Ticket Analysis | `/veeam-analysis` | |
| Engagement ▾ | submenu | super-admin |
| → Overview | `/engagement` | |
| → Employee Profile | `/engagement/profile` | |
| Analyzer ▾ | submenu | All |
| → Browse Tickets | `/analyzer/tickets` | |
| → Aggregate Reports | `/analyzer/reports` | |
| → Needs Review | `/analyzer/queue` | |
| → IT Glue — Applications | `/analyzer/itglue/applications` | |
| → IT Glue — Configurations | `/analyzer/itglue/configurations` | |
| Admin | `/admin` | super-admin |

Role gating is hardcoded against `session.user.role`. Hidden items are not
rendered (no greyed-out variants).

`/admin` is the entry tile for everything admin-only — sync schedules, rules,
mappings, RMM Overshell, IT Glue write log, device-link conflicts. Sub-pages
don't appear in the top nav; they're reached from the admin landing grid.

### Mobile

`AppNavigation` returns `null` for any path under `/mobile` — kiosk and field
flows have their own shell. The desktop nav doesn't currently collapse to a
hamburger; under `sm` the brand wordmark hides and the menu items wrap.
Mobile-friendly behavior on small viewports is on the improvements list.

## 5. Components

### shadcn/ui primitives (in `components/ui/`)

| Available | Used heavily | Rare / underused |
|---|---|---|
| `accordion` | | yes (collapsible filters could use it) |
| `alert`, `alert-dialog` | yes (errors, confirmations) | |
| `badge` | yes (status, counts) | |
| `button` | yes | |
| `calendar`, `popover` | | engagement profile |
| `card`, `card-header/title/content` | yes (page sections) | |
| `checkbox`, `switch` | yes | |
| `collapsible` | yes (CI page) | |
| `dialog`, `alert-dialog` | yes (modals) | |
| `dropdown-menu` | yes (actions) | |
| `form` (react-hook-form bridge) | admin/auth only | |
| `input`, `label`, `textarea` | yes | |
| `multi-select` | analyzer filters | |
| `navigation-menu` | top bar only | |
| `progress` | | yes (could replace ad-hoc bars) |
| `scroll-area` | | yes |
| `select` | yes | |
| `separator` | yes | |
| `skeleton` | yes (loading states) | |
| `slider` | rare | |
| `sonner` (toast) | yes — `richColors`, top-right | |
| `table` | **inconsistent** — many pages use raw `<table>` | |
| `tabs` | yes (Engagement, CI, DetailModal) | |

### Feature components

| Path | Purpose |
|---|---|
| `components/navigation/app-navigation.tsx` | Top nav + `PageHeader` |
| `components/admin/DataTable.tsx` | Custom paginated/sortable table (not @tanstack) |
| `components/admin/DetailModal.tsx` | Ticket detail shell, tabs (status/priority maps now in `lib/status-registry.ts`) |
| `components/branding/wulf-mark.tsx` | `<WulfMark />` — W glyph or full wordmark |
| `components/branding/tagline-footer.tsx` | "Don't be afraid to cry · Wulf Consulting" footer line |
| `components/dashboard/kpi-card.tsx` | KpiCard with delta indicator and tonal left border |
| `components/navigation/page-header.tsx` | `<PageHeader />` — title, breadcrumbs, actions; supports `accent` and `watermark` |
| `components/navigation/status-indicator.tsx` | Top-bar StatusLight that links to `/status` |
| `components/ui/empty-state.tsx` | Shared zero-data placeholder |
| `components/ui/status-badge.tsx` | Small rounded pill driven by `lib/status-registry.ts` |
| `components/ui/status-light.tsx` | 8 px square indicator (5 states, 3 sizes) |
| `components/admin/SyncScheduler.tsx` | Schedule editor on `/admin` |
| `components/analyzer/analyze-button.tsx` | Trigger analysis from a ticket |
| `components/analyzer/share-modal.tsx` | Email share dialog |
| `components/analyzer/provider-toggle.tsx` | Anthropic/OpenRouter switch |
| `components/analyzer/related-tickets-panel.tsx` | Bundle members on analysis page |
| `components/analyzer/itglue-suggestions-panel.tsx` | Inline IT Glue cross-refs |
| `components/rmm/rmm-dispatch-dialog.tsx` | Pick + execute RMM script |
| `components/rmm/rmm-script-picker.tsx` | Script registry browser |
| `components/rmm/rmm-execution-stream.tsx` | Live tail of an execution |
| `components/configuration-items/config-item-modal.tsx` | CI detail shell |

Anything not in those two directories — and not a one-off page-local
subcomponent — should probably move there.

## 6. Icons

`lucide-react`, imported per-icon. Conventions:

- Inline with text: `h-4 w-4` (16 px), with `mr-2` if leading.
- Standalone tile/card icons: `h-6 w-6`.
- Admin landing tile icons: `h-8 w-8` plus a muted color (`text-muted-foreground`).
- Color: inherit from text; status icons (`text-orange-600`, `text-green-600`)
  only when they carry semantic meaning, not for decoration.

Mixed `size-4` vs `h-4 w-4` exists today. Prefer `h-4 w-4` to match shadcn.

## 7. Tables, modals, forms

### Tables

There are two patterns in the codebase. Pick the leftmost that fits:

1. **`components/admin/DataTable.tsx`** — paginated, sortable, searchable.
   Backed by `@tanstack/react-table` v8 in manual mode. Use this for any
   list ≥ 25 rows or where users need to filter / sort. Pass
   `getRowCanExpand` + `renderSubRow` for drill-down rows.
2. **shadcn `Table`** primitive in `components/ui/table.tsx` — for short
   static lists wrapped in a `<Card>` with `<CardContent className="p-0">`.

Raw `<table>` markup is no longer in use anywhere under `app/`. If you find
yourself reaching for it, lift the layout into one of the two primitives.

### Modals & dialogs

- **`Dialog`** — most cases (forms, confirmations, RMM dispatch).
- **`AlertDialog`** — destructive confirmations only.
- **`DetailModal`** — tabbed read-only deep-dive on a ticket. Hardcoded
  status/priority color map; if you need that map elsewhere, lift it out
  rather than copy.
- A "panel" (e.g., `related-tickets-panel`) is a card laid out like a side
  panel — it is not a modal and shouldn't trap focus.

### Forms

- **react-hook-form + Zod resolver** with the shadcn `Form` primitive — used
  on auth and admin forms (invites, role edits). Use this for any new form
  with ≥ 3 fields or any field that needs validation.
- **Controlled inputs** (`useState` + `onChange`) — acceptable for one-off
  filter bars. Don't introduce a third pattern.

Error display today is inconsistent (toast vs inline). New forms should
display field errors inline via `<FormMessage>` and use toasts only for
submit-time outcomes.

## 8. Feedback

- **Toasts** — `sonner` configured top-right with `richColors` (`app/layout.tsx`).
  Use `toast.success` / `toast.error` / `toast.info`. Don't render error
  banners inside the page when a toast fits.
- **Loading** — `<Skeleton>` for content placeholders, `<Loader2 />` from
  lucide with `animate-spin` for inline button spinners. Don't roll a custom
  spinner div.
- **Empty states** — today: a centered `text-muted-foreground` line. Aim:
  a small icon (lucide), a one-line headline, an optional CTA. There is no
  shared `EmptyState` component yet — adding one is on the improvements list.

## 9. Charts

`recharts`, themed via the `--chart-1` … `--chart-5` CSS variables (Tailwind
exposes them as `text-chart-1` etc., so colors flip with light/dark
automatically). Common margins `{ top: 5, right: 8, bottom: 24, left: 0 }`.
Examples: `app/dashboard/page.tsx`, `app/engagement/page.tsx`.

## 10. Open improvements (this branch)

The `nav-design-improvements` branch tracks visual/UX cleanup. The list
below is the working backlog; expand as we go.

### Navigation
- [x] ~~Top-nav "Admin" item is a flat link~~ — now a dropdown with the
      seven most-used admin pages (Sync, Workflow, RMM Overshell, IT Glue
      Writes, Device Conflicts, Users & roles).
- [x] ~~No user menu / avatar / sign-out in the top bar~~ — `<UserMenu />`
      now sits next to `ThemeToggle`. Shows initials, name/email, role
      badge, links to `/settings` + `/settings/security`, and sign-out.
- [x] ~~No mobile-collapsed (hamburger) version~~ — `<MobileNav />` in a
      Sheet. Reuses the desktop nav config so IA stays in sync. Desktop nav
      hides under `md`.
- [x] ~~Submenu width is fixed~~ — now content-driven via `min-w-[320px]
      max-w-[440px]`, single column with denser rows, so 7-item Admin and
      5-item Analyzer menus fit without forced two-column awkwardness.
- [x] ~~Active-route highlighting on submenu items~~ — every top-bar item
      (flat or trigger) marks active state with a 2 px Wulf-blue underline
      that echoes the PageHeader rule. Active children inside dropdowns get
      a tinted `bg-primary/10` background.

### Page shell
- [x] ~~Adopt `PageHeader` everywhere~~ — `/dashboard`, `/status`, all
      `/admin/*` sub-pages, `/addigy-devices`, `/analyzer/ticket/[…]`,
      `/analyzer/analysis/[…]`, `/settings`, `/settings/security`,
      `/sentinelone/coverage`, `/sentinelone/mappings` now use it. Kiosk
      uses its own shell; the only stragglers are very small/internal
      pages.
- [ ] Standardize container + padding (`container mx-auto px-6 py-6`). Pages
      using `px-4`, `py-8`, `max-w-2xl` etc. should justify the deviation.
- [ ] Standardize section spacing (`space-y-6` between cards; pick `gap-6`
      for grids).
- [x] ~~Add breadcrumbs to ticket / analysis detail routes~~. Still open
      for `/configuration-items/[id]` and `/analyzer/itglue/{applications,
      configurations}/[id]`.

### Components
- [x] ~~Build a shared `<EmptyState />`~~ — `components/ui/empty-state.tsx`.
- [x] ~~Build a shared `<StatusBadge />` that consumes the priority/status maps
      from `DetailModal`~~ — registry in `lib/status-registry.ts`,
      badge in `components/ui/status-badge.tsx`, DetailModal migrated.
- [x] ~~Extract `PageHeader` and add `accent` + `watermark` props~~ —
      `components/navigation/page-header.tsx`. Adopted on `/dashboard`
      and `/status`.
- [x] ~~Replace raw `<table>` markup on admin and Addigy pages with shadcn
      `Table`~~ — Addigy, /status, all admin/sync/* pages, backup-status,
      engagement/profile, veeam-comparison migrated. Only `/veeam-analysis`
      remains (DataTable territory; filter + expand + paginate).
- [x] ~~Replace raw `<input type="checkbox">` on `/addigy-devices`~~ —
      done; also caught one in `/admin/sync/mimecast`.
- [x] ~~/veeam-analysis raw `<table>`~~ — migrated to shadcn `Table`
      primitive. The page keeps its own pagination + category filter + row
      expansion (DataTable doesn't support row expansion yet, so a deeper
      DataTable migration is folded into the long-term decision below).
- [x] ~~Decide on `DataTable` long-term~~ — **migrated to
      `@tanstack/react-table` v8** in manual mode. The external API stays
      stable (existing data-browser pages keep working without changes);
      internally TanStack drives sort + expansion. New optional props for
      consumers: `getRowCanExpand` and `renderSubRow` enable
      expandable-row patterns (useful for `/veeam-analysis`-style
      drill-downs).

### Status indicator popover (2026-05-03)
- [x] Top-bar StatusIndicator now opens a Popover instead of routing
      directly to `/status`. The popover groups inline issues by tone
      (failing integrations, expired tokens, expiring tokens) so a quick
      glance answers "what's broken." A "View full status" link at the
      bottom routes to `/status`.

### CSV export on DataTable (2026-05-03)
- [x] Optional `exportable` + `exportFilename` props add an "Export CSV"
      button next to the search bar. Defaults to current-page export;
      provide `onExportAll` for server-side full-result downloads.
      Enabled on `/admin/data-browser/companies` and
      `/admin/data-browser/tickets`.

### Command palette (2026-05-03)
- [x] **Cmd+K / Ctrl+K** opens a global launcher
      (`components/navigation/command-palette.tsx`). Three sections:
      Navigation (every primary route, role-gated), Recent activity
      (last 5 audits + 5 observations from `/api/dashboard/overview`),
      Companies (filtered client-side from `/api/companies`). The `/`
      key also opens it when no input is focused. Top-bar shows a small
      "Search · ⌘K" button (md+) for discoverability.

### Status & dashboard split (2026-05-03)
- [x] Move integration health + sync health off `/dashboard` onto a
      dedicated `/status` route. Top-bar `<StatusIndicator />` links there.
- [x] Rebuild `/dashboard` around KPI cards (today snapshot + needs
      attention) and recent activity. Drop the integration / sync
      cards.
- [x] ~~Add queue × priority heatmap to `/dashboard`~~ — `QueueHeatmap`
      backed by `/api/dashboard/trends`.
- [x] ~~Add 30-day volume + mean resolution charts~~ — `VolumeTrend` and
      `ResolutionTrend` components, recharts, brand-blue series.
- [x] ~~Add active engineers panel~~ — `ActiveEngineers` (today's hours
      logged, ticket touch count).
- [x] ~~Worker pulse section on `/status`~~ — analyzer / RMM / sync
      scheduler heartbeats via `/api/status/workers` and `WorkerPulse`.
- [x] ~~Worker activity sparklines~~ — `ActivitySparkline` shows 24
      hourly buckets per worker (success bottom-up in primary, failure
      top-down in destructive). Backed by zero-filled hour series
      generated in the `/api/status/workers` query.

### Tokens & theming
- [-] Hard-coded Tailwind palette colors are extensive (~770 references)
      but most are **semantic** (status reds, info blues, warning ambers
      via the `bg-{hue}-500/15 text-{hue}-700` recipe documented above).
      Surveyed and deprioritized — case-by-case cleanup as new work
      touches a page.
- [x] ~~Verify dark-mode contrast on status badges and chart legends~~ —
      bumped dark `--border` from 10% to 14%, `--input` from 15% to 18%,
      `--sidebar-border` to 14%. `<StatusLight>` outline lifted to
      `ring-foreground/15 dark:ring-foreground/20`. DetailModal empty-cell
      em-dash lifted from `/40` to `/70` so missing-value placeholders are
      legible on dark surfaces.

### Loading & empty
- [x] ~~Standardize Skeleton heights~~ — helpers in
      `components/ui/skeleton-helpers.tsx`: `SkeletonRow`, `SkeletonRows`,
      `SkeletonCard`, `SkeletonChart`, `SkeletonHeader`, `SkeletonTable`.
      Adopted on `/dashboard` and `/status`.
- [-] Helpers are **preferred for new code**. Existing ad-hoc
      `<Skeleton h-NN>` patterns aren't broken (they render the same
      shape just with arbitrary heights); leave them in place and
      migrate opportunistically when touching the surrounding code.

### Mobile
- [x] ~~CI filter bar overflows on small viewports~~ — company selector
      now wraps and shrinks; the stat pill flows below.
- [x] ~~Analyzer multi-select dropdowns clip on narrow widths~~ —
      Popover gets `max-w-[calc(100vw-1rem)]` and `collisionPadding={8}`.
- [x] ~~Tables horizontally scroll without a sticky first column~~ —
      `Table` primitive accepts `stickyFirstColumn` (also exposed on
      `DataTable` and on by default for paginated tables). Hover and
      selected row backgrounds carry through.

## 11. When in doubt

- Use a token, not a hex value.
- Use the shadcn primitive, not a custom one.
- Match the surrounding page's spacing scale rather than introducing a new
  one.
- If the same thing exists in two shapes (e.g., raw vs DataTable), pick the
  shape this doc documents and migrate the other.