# Enterprise ERP Specification - Modules & Dashboard UI Layouts

This document defines the user interface layouts, navigation tree, widget placements, and modules specifications for the 10 role-based dashboards.

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## 1. UI/UX Navigation & Shell Layout

The platform uses a unified, responsive client interface designed with a glassmorphism dashboard grid:
- **Global Header**: Logo, dynamic Breadcrumbs, Search Bar (fuzzy search across tasks, employees, files), Notifications (Bell with badge count), Quick Check-In toggle, and User Profile.
- **Sidebar**: Dynamic menu links mapped directly to the logged-in user's role and OIDC claims permissions.
- **Core Workspace**: Clean responsive CSS Grid wrapper supporting interactive widgets and panels.

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## 2. Dashboard Wireframes & Placements

### 1. CEO Executive Dashboard
*Focus: Long-term strategic health, overall company performance, cash position, and recruitment milestones.*
- **Top Metrics Row**:
  - `Gross Monthly Revenue` | `Cash Runway (Months)` | `Net Margin %` | `Headcount (Sourced/Active/Resigned)`
- **Visual Widgets**:
  - **Revenue vs Expenditure (Line Graph)**: 12-month projections.
  - **Company Strategic KPI Index**: Real-time gauge chart of OKR completions.
  - **Active Job Requisitions & Sourcing Funnel (Bar Chart)**.
  - **Risk Board**: Project overruns, overdue invoices, and employee turnover warnings.

### 2. COO Operations Dashboard
*Focus: Delivery timelines, resource utilization rates, helpdesk SLA status, and general corporate alignment.*
- **Top Metrics Row**:
  - `Resource Bench Strength %` | `SLA Ticket Compliance %` | `Project Health Index` | `Weekly Milestone Accomplishment`
- **Visual Widgets**:
  - **Employee Availability Grid (Gantt Chart)**: Visualizing benchmark resourcing.
  - **Task Pipeline (Kanban breakdown)**: Overdue/In Review tickets.
  - **Real-time Attendance heat-map**: Visualizing presence across physical and remote sites.
  - **Asset Allocation chart**: Percentage of hardware deployed.

### 3. CTO Technology Dashboard
*Focus: Server infrastructure uptime, repository health, security tickets, and tech-debt tasks.*
- **Top Metrics Row**:
  - `Global Uptime %` | `Average API Latency` | `Security Vulnerabilities (Critical/High)` | `Weekly Deploy Count`
- **Visual Widgets**:
  - **Server Cluster Health Widget**: Real-time CPU, RAM, and bandwidth monitors.
  - **Active CI/CD Pipelines**: Status of continuous integration builds.
  - **SOP & Technical Spec Compliance table**.
  - **Security Patch Registry**: Flagging unpatched libraries or servers.

### 4. CFO Finance Dashboard
*Focus: Cash flows, tax compilations, expense approvals, and accounts receivable logs.*
- **Top Metrics Row**:
  - `EBITDA Monthly` | `Accounts Receivable (Total Overdue)` | `Accounts Payable` | `Current Cash Reserves`
- **Visual Widgets**:
  - **Invoice Ageing Chart (Stacked Bar)**: Outstanding payments grouped by 30/60/90 days.
  - **Pending Expense Claims Table**: Quick buttons to approve, reject, or request information.
  - **Payroll Disbursal Tracker**: Real-time progress bar of monthly salary runs.
  - **Tax Compliance checklist**: TDS, GST, corporate taxes schedules.

### 5. CMO Marketing Dashboard
*Focus: Inbound lead generation channels, marketing spending ROI, social media engagements, and conversion rates.*
- **Top Metrics Row**:
  - `Marketing MQLs (Marketing Qualified Leads)` | `Cost Per Lead (CPL)` | `Social Share of Voice` | `Campaign ROI`
- **Visual Widgets**:
  - **Inbound Lead Channels (Donut Chart)**: Google search, LinkedIn Ads, Inbound Email.
  - **Ad Campaign Spend vs Revenue (Line Graph)**.
  - **Social Media scheduler queue**: Status of queued posts (Twitter, LinkedIn, YouTube).
  - **SEO rank tracker table**.

### 6. Sales CRM Dashboard
*Focus: SQLs, deal pipeline values, account executive activities, and proposal status.*
- **Top Metrics Row**:
  - `Pipeline Total Value` | `Closed Won Deals (MTD)` | `Lead Conversion %` | `Average Sales Cycle (Days)`
- **Visual Widgets**:
  - **Sales Funnel Widget**: Prospecting -> Qualified -> Demo -> Proposal -> Negotiation -> Won/Lost.
  - **Win/Loss Ratio (Pie Chart)**.
  - **Overdue Leads & Client Follow-up alerts**.
  - **Quotations Review Desk**: Proposals pending signatures or client feedback.

### 7. HRMS Dashboard
*Focus: Employee lifecycles, attendance compliance, payroll triggers, recruitment screening, and leave schedules.*
- **Top Metrics Row**:
  - `Present Today %` | `Pending Leave Requests` | `Active Recruitments` | `Attrition Rate % (YTD)`
- **Visual Widgets**:
  - **Leave Calendar Agenda**: Visualizing who is out today and in the coming weeks.
  - **Recruitment Pipeline Table**: Applications in technical test / screening phases.
  - **Payroll Verification widget**: Calculates salary releases based on attendance data.
  - **Employee Birthday & Anniversary logs**.

### 8. PMO Dashboard
*Focus: Project deadlines, sprint speed parameters, billable hours, and scope changes.*
- **Top Metrics Row**:
  - `Sprint Velocity average` | `Total Billable Hours (MTD)` | `Project Margins Average` | `Overdue Milestones`
- **Visual Widgets**:
  - **Project Gantt Charts**: Track project timelines against original estimates.
  - **Agile Burndown charts**: Current active sprints.
  - **Developer Allocation table**: Billable vs Bench metrics.
  - **Audit log of Scope changes**.

### 9. Team Lead Dashboard
*Focus: Team sprint task completion, active timers monitoring, and daily updates blocks.*
- **Top Metrics Row**:
  - `Team Velocity` | `Active task timers` | `Code reviews pending` | `Daily Standup Compliance`
- **Visual Widgets**:
  - **Active Team Members list**: Showing who is currently running timers and what task they are on.
  - **Sprint Task Kanban Board (Filtered for Team)**.
  - **Team Daily Check-in summary list**.
  - **Code Review queue**.

### 10. Employee Dashboard
*Focus: Self task checklists, timers control, check-in operations, leave requests, and payslips.*
- **Top Metrics Row**:
  - `Your Tasks Completed (Sprints)` | `Logged Hours Today` | `Leaves Balance` | `Open Helpdesk Tickets`
- **Visual Widgets**:
  - **Attendance Check-In/Out widget**: Standard/Late classification.
  - **Task Checklist & Active Timer widget**: Press "Start" to toggle the stopwatch.
  - **My Sprint board**: Drag and drop tasks.
  - **Payslips & Leaves registry**.

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## 3. Required Modules Specifications

We categorize the 33 required modules into 5 transactional boundary domains:

### Domain A: Workforce & Operations (HRMS)
1. **Employee Management**: CRUD operations on employee profiles, emergency contacts, bank configurations, and tax details.
2. **Attendance Management**: Multi-device geofenced check-in logs. Captures timestamps, latitude/longitude, and IP address.
3. **Leave Management**: Automated leave balance tracking, request pipelines, and balance carry-over rules.
4. **Payroll**: Configurable salary tables (Basic, HRA, Allowances, Deductions). Generates salary sheets, taxes, and payslips.
5. **Recruitment**: Applicant Tracking System (ATS). Resumes parsing, interview scoring, and automated onboarding checklists.
6. **Performance Management**: Bi-annual and annual evaluation sheets, peer-to-peer reviews, and skill metrics.
7. **Asset Management**: Hardware inventory (laptops, monitors), serial tracking, allocation history, and deprecation metrics.
8. **Helpdesk**: IT & Admin ticketing system. SLA targets, auto-routing rules, and satisfaction metrics.

### Domain B: PMO & Projects
9. **Project Management**: Project setups, budget configuration (Time & Material, Fixed, Retainer), and milestone schedules.
10. **Sprint Management**: Agile planning. Backlog grooming, sprint setups, capacity planning, and velocity tracking.
11. **Task Management**: Task cards. Story point allocations, priority configurations, and comments thread.
12. **Meeting Management**: Schedule client & internal meetings, store meeting minutes (MOM), and link tasks directly to meeting results.
13. **Daily Updates**: Morning check-ins (what I plan to work on today) and evening reports (what I completed).
14. **Weekly Reports**: Synthesized team/project summaries detailing milestones reached and roadblocks encountered.
15. **SOP Management**: Corporate Standard Operating Procedures database. Draft review workflow, digital signatures, and training compliance tracking.
16. **Knowledge Base**: Wiki-style search database for internal guides, technical sheets, and department documentation.

### Domain C: Sales & CRM
17. **Client Management**: Directory of client businesses, primary billing details, contact lists, and project histories.
18. **Lead Management**: Sourcing pipeline, pipeline values, win-likelihood probability, and lead interaction activity logs.
19. **CRM**: Customer interactions tracking. Logs emails, calls, and meetings scheduled with clients.
20. **Quotation Management**: Configurable price templates, line-item budgets, and PDF quotation exports.
21. **Proposal Management**: Document editor to draft proposals, share with clients, and track page views.
22. **Contract Management**: Central vault for signed contracts. Tracks start/end dates, renewal schedules, and NDA requirements.

### Domain D: Treasury & Finance
23. **Invoice Management**: Automated recurring invoice generation, overdue notifications, payment mappings, and receipts.
24. **Expense Management**: Receipt upload pipelines, mileage logs, categorization, multi-tier approvals, and disbursement statuses.
25. **Revenue Tracking**: Live dashboard of received payments, accrued revenue (T&M unbilled hours), and monthly metrics.
26. **Budget Planning**: Annual and quarterly financial planning models for departments and projects.
27. **Cash Flow Tracking**: Projections of cash inflows (invoice schedules) vs cash outflows (payroll, expenses, vendors).
28. **Procurement**: Purchase Requisition (PR) approvals, Purchase Order (PO) generations, and item receipt checks.
29. **Vendor Management**: Directory of suppliers, contracts, payment terms, performance logs, and bank details.

### Domain E: Strategy & Growth (CMO)
30. **Marketing Automation**: Automated email campaign lists, newsletters, drip automations, and tracking links (UTM codes).
31. **Social Media Management**: Queue posts for Twitter, LinkedIn, and Facebook, track engagement metrics, and respond to comments.
32. **OKR Management**: Objectives and Key Results tracking. Set corporate goals, link them to team goals, and track completion progress.
33. **KPI Management**: Key Performance Indicators. High-level metric gauges showing operational statistics.