feat: add advanced analytics and territory management system
- Add comprehensive analytics components with export functionality - Implement territory management with manager performance tracking - Add seatmap components for venue layout management - Create customer management features with modal interface - Add advanced hooks for dashboard flags and territory data - Implement seat selection and venue management utilities - Add type definitions for ticketing and seatmap systems 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
518
reactrebuild0825/ENTERPRISE_ROADMAP.md
Normal file
518
reactrebuild0825/ENTERPRISE_ROADMAP.md
Normal file
@@ -0,0 +1,518 @@
|
||||
# Enterprise Features Roadmap
|
||||
|
||||
## Overview
|
||||
|
||||
This document outlines the comprehensive enterprise features planned for the Black Canyon Tickets whitelabel platform. These features transform the basic ticketing system into a full-scale, multi-tenant enterprise solution with territory management, custom branding, and advanced payment processing.
|
||||
|
||||
## Core Flows / Modals
|
||||
|
||||
### Event Creation Wizard (Multi-Step)
|
||||
**Purpose**: Streamlined event creation process with validation and guided setup
|
||||
|
||||
**Flow Structure**:
|
||||
1. **Event Details** → Basic information (title, description, date, venue)
|
||||
2. **Ticket Configuration** → Pricing tiers, inventory limits, presale settings
|
||||
3. **Publish Settings** → Review and publish event
|
||||
|
||||
**Components to Build**:
|
||||
- `EventCreationWizard.tsx` - Main wizard container with step navigation
|
||||
- `EventDetailsStep.tsx` - Basic event information form
|
||||
- `TicketConfigurationStep.tsx` - Ticket type management interface
|
||||
- `PublishStep.tsx` - Final review and publication controls
|
||||
- `WizardNavigation.tsx` - Step indicator and navigation controls
|
||||
|
||||
**Mock Data Integration**:
|
||||
```typescript
|
||||
interface EventWizardState {
|
||||
currentStep: 1 | 2 | 3;
|
||||
eventDetails: Partial<Event>;
|
||||
ticketTypes: Partial<TicketType>[];
|
||||
publishSettings: {
|
||||
goLiveImmediately: boolean;
|
||||
scheduledPublishTime?: string;
|
||||
};
|
||||
}
|
||||
```
|
||||
|
||||
### Ticket Type Modal
|
||||
**Purpose**: Comprehensive ticket configuration with pricing, inventory, and fee structure
|
||||
|
||||
**Features**:
|
||||
- **Pricing Configuration**: Base price, service fees, taxes
|
||||
- **Inventory Management**: Total quantity, sold count, reserved count
|
||||
- **Sale Windows**: Presale periods, general sale start/end
|
||||
- **Access Restrictions**: Presale codes, member-only tickets
|
||||
- **Fee Structure**: Platform fees, payment processing fees
|
||||
|
||||
**Components**:
|
||||
- `TicketTypeModal.tsx` - Main modal container
|
||||
- `PricingSection.tsx` - Price and fee configuration
|
||||
- `InventorySection.tsx` - Quantity and availability settings
|
||||
- `SaleWindowsSection.tsx` - Time-based availability controls
|
||||
- `FeeBreakdownPreview.tsx` - Real-time fee calculation display
|
||||
|
||||
### Refund / Void Ticket Flow
|
||||
**Purpose**: Administrative controls for refunding or voiding tickets
|
||||
|
||||
**Flow Options**:
|
||||
1. **Full Refund**: Return money and cancel ticket
|
||||
2. **Partial Refund**: Return portion of payment
|
||||
3. **Void Ticket**: Cancel without refund (comps, internal use)
|
||||
4. **Transfer**: Move ticket to different customer
|
||||
|
||||
**Components**:
|
||||
- `RefundModal.tsx` - Main refund interface
|
||||
- `RefundReasonSelector.tsx` - Dropdown for refund reasons
|
||||
- `RefundCalculator.tsx` - Fee calculation and breakdown
|
||||
- `RefundConfirmation.tsx` - Final confirmation step
|
||||
|
||||
### Organizer Invite Modal
|
||||
**Purpose**: Invite new organizers to the platform with role assignment
|
||||
|
||||
**Features**:
|
||||
- **Contact Information**: Email, name, organization
|
||||
- **Role Assignment**: Admin, Manager, Staff permissions
|
||||
- **Territory Assignment**: Geographic regions if applicable
|
||||
- **Welcome Message**: Custom invitation message
|
||||
|
||||
**Components**:
|
||||
- `OrganizerInviteModal.tsx` - Main invitation interface
|
||||
- `RoleSelector.tsx` - Permission level selection
|
||||
- `TerritorySelector.tsx` - Geographic assignment (if enabled)
|
||||
- `InvitationPreview.tsx` - Email preview before sending
|
||||
|
||||
### Payment Connection Modal (Square OAuth)
|
||||
**Purpose**: Connect organizer payment accounts for direct payouts
|
||||
|
||||
**Features**:
|
||||
- **OAuth Integration**: Simulated Square Connect flow
|
||||
- **Account Verification**: Business information validation
|
||||
- **Fee Structure**: Platform fee configuration
|
||||
- **Payout Settings**: Schedule and method preferences
|
||||
|
||||
**Components**:
|
||||
- `PaymentConnectionModal.tsx` - Main connection interface
|
||||
- `SquareOAuthButton.tsx` - OAuth initiation button
|
||||
- `AccountVerificationForm.tsx` - Business details form
|
||||
- `PayoutSettingsForm.tsx` - Payout configuration
|
||||
|
||||
## Territory Management System
|
||||
|
||||
### Role Hierarchy
|
||||
**Purpose**: Multi-level administrative structure for large organizations
|
||||
|
||||
**Role Structure**:
|
||||
1. **Super Admin**: Platform-wide access, system configuration
|
||||
2. **Organization Admin**: Full organization access, user management
|
||||
3. **Territory Manager**: Regional access, event oversight within territory
|
||||
4. **Staff**: Limited access, event-specific permissions
|
||||
|
||||
**Permission Matrix**:
|
||||
```typescript
|
||||
interface PermissionMatrix {
|
||||
superAdmin: {
|
||||
events: ['create', 'read', 'update', 'delete', 'all_orgs'];
|
||||
users: ['create', 'read', 'update', 'delete', 'all_orgs'];
|
||||
territories: ['create', 'read', 'update', 'delete'];
|
||||
analytics: ['global', 'cross_org'];
|
||||
};
|
||||
orgAdmin: {
|
||||
events: ['create', 'read', 'update', 'delete', 'org_only'];
|
||||
users: ['create', 'read', 'update', 'delete', 'org_only'];
|
||||
territories: ['read', 'assign_users'];
|
||||
analytics: ['org_only'];
|
||||
};
|
||||
territoryManager: {
|
||||
events: ['create', 'read', 'update', 'territory_only'];
|
||||
users: ['read', 'territory_only'];
|
||||
territories: ['read', 'own_territory'];
|
||||
analytics: ['territory_only'];
|
||||
};
|
||||
staff: {
|
||||
events: ['read', 'assigned_only'];
|
||||
users: ['read', 'own_profile'];
|
||||
territories: [];
|
||||
analytics: ['event_specific'];
|
||||
};
|
||||
}
|
||||
```
|
||||
|
||||
### Territory Assignments
|
||||
**Purpose**: Geographic or organizational segmentation for large enterprises
|
||||
|
||||
**Territory Model**:
|
||||
```typescript
|
||||
interface Territory {
|
||||
id: string;
|
||||
name: string;
|
||||
description?: string;
|
||||
type: 'geographic' | 'department' | 'venue' | 'custom';
|
||||
bounds?: {
|
||||
states?: string[];
|
||||
cities?: string[];
|
||||
zipCodes?: string[];
|
||||
venues?: string[];
|
||||
};
|
||||
managers: string[]; // User IDs
|
||||
staff: string[]; // User IDs
|
||||
isActive: boolean;
|
||||
}
|
||||
```
|
||||
|
||||
**Features**:
|
||||
- **Geographic Boundaries**: State, city, or zip code based
|
||||
- **Venue-Based**: Specific venue assignments
|
||||
- **Department-Based**: Organizational unit assignments
|
||||
- **Custom Boundaries**: Flexible territory definitions
|
||||
|
||||
### View Filtering by Territory
|
||||
**Purpose**: Automatic data filtering based on user's territory access
|
||||
|
||||
**Implementation Pattern**:
|
||||
```typescript
|
||||
// Territory-aware data hooks
|
||||
const useEvents = () => {
|
||||
const { user } = useAuth();
|
||||
const userTerritories = user.territoryIds;
|
||||
|
||||
return useMockQuery(['events'], () => {
|
||||
return mockEvents.filter(event => {
|
||||
if (user.role === 'superAdmin') return true;
|
||||
if (user.role === 'orgAdmin') return event.organizationId === user.organizationId;
|
||||
return userTerritories.some(territoryId =>
|
||||
event.territoryIds?.includes(territoryId)
|
||||
);
|
||||
});
|
||||
});
|
||||
};
|
||||
```
|
||||
|
||||
### Admin UI for Territory Management
|
||||
**Components**:
|
||||
- `TerritoryDashboard.tsx` - Overview of all territories
|
||||
- `TerritoryCreationForm.tsx` - Create new territory
|
||||
- `TerritoryEditor.tsx` - Edit existing territory
|
||||
- `UserTerritoryAssignments.tsx` - Assign users to territories
|
||||
- `TerritoryBoundaryMap.tsx` - Visual territory boundaries (if geographic)
|
||||
|
||||
## Whitelabel Features
|
||||
|
||||
### Payment Integration (Square OAuth Flow)
|
||||
**Purpose**: Per-organizer payment processing with platform fee splits
|
||||
|
||||
**OAuth Simulation Flow**:
|
||||
1. **Initiate Connection**: Organizer clicks "Connect Square"
|
||||
2. **Mock OAuth Redirect**: Simulate Square authorization page
|
||||
3. **Token Exchange**: Mock server-side token handling
|
||||
4. **Account Verification**: Store connection status
|
||||
5. **Fee Configuration**: Set platform fee percentage
|
||||
|
||||
**Security Considerations** (for real implementation):
|
||||
- Store OAuth tokens in secure backend (not Firestore)
|
||||
- Use encryption for sensitive payment data
|
||||
- Implement token refresh mechanisms
|
||||
- Audit trail for all payment operations
|
||||
|
||||
**Mock Implementation**:
|
||||
```typescript
|
||||
interface SquareConnection {
|
||||
organizationId: string;
|
||||
squareApplicationId: string; // Mock ID
|
||||
merchantId: string; // Mock merchant ID
|
||||
connectionStatus: 'connected' | 'pending' | 'error';
|
||||
connectedAt: string;
|
||||
lastSync: string;
|
||||
capabilities: string[]; // e.g., ['payments', 'customers']
|
||||
}
|
||||
```
|
||||
|
||||
### Per-Organization Branding
|
||||
**Purpose**: Custom branded experience for each organization
|
||||
|
||||
**Branding Elements**:
|
||||
- **Logo**: Header logo, favicon, email signatures
|
||||
- **Theme Colors**: Primary, secondary, accent colors
|
||||
- **Typography**: Custom font selections
|
||||
- **Email Templates**: Branded transactional emails
|
||||
- **Checkout Page**: Custom styling for ticket sales
|
||||
|
||||
**Theme System Integration**:
|
||||
```typescript
|
||||
interface OrganizationTheme {
|
||||
id: string;
|
||||
organizationId: string;
|
||||
branding: {
|
||||
logoUrl?: string;
|
||||
faviconUrl?: string;
|
||||
colors: {
|
||||
primary: string;
|
||||
secondary: string;
|
||||
accent: string;
|
||||
background: string;
|
||||
text: string;
|
||||
};
|
||||
typography: {
|
||||
headingFont: string;
|
||||
bodyFont: string;
|
||||
};
|
||||
};
|
||||
customCss?: string; // Advanced customization
|
||||
isActive: boolean;
|
||||
}
|
||||
```
|
||||
|
||||
**Components**:
|
||||
- `BrandingEditor.tsx` - Theme customization interface
|
||||
- `LogoUploader.tsx` - Image upload and cropping
|
||||
- `ColorPicker.tsx` - Brand color selection
|
||||
- `ThemePreview.tsx` - Live preview of changes
|
||||
- `BrandingTemplates.tsx` - Pre-built theme options
|
||||
|
||||
### Domain Mapping
|
||||
**Purpose**: Custom domains for organization-specific ticket sales
|
||||
|
||||
**Domain Structure**:
|
||||
- **Pattern**: `tickets.orgname.com` → Organization checkout
|
||||
- **Fallback**: `portal.blackcanyontickets.com/org/orgname`
|
||||
- **SSL**: Automatic certificate management
|
||||
- **Routing**: Domain-based organization resolution
|
||||
|
||||
**Technical Implementation** (mock):
|
||||
```typescript
|
||||
interface DomainMapping {
|
||||
id: string;
|
||||
organizationId: string;
|
||||
domain: string; // e.g., "tickets.venue-name.com"
|
||||
subdomain?: string; // e.g., "venue-name" for venue-name.blackcanyontickets.com
|
||||
sslStatus: 'active' | 'pending' | 'error';
|
||||
dnsStatus: 'configured' | 'pending' | 'error';
|
||||
verifiedAt?: string;
|
||||
isActive: boolean;
|
||||
}
|
||||
```
|
||||
|
||||
## Development Sequencing
|
||||
|
||||
### Sprint 1: Event & Ticket Creation Modals (2-3 weeks)
|
||||
**Goal**: Complete the core event and ticket management flows
|
||||
|
||||
**Deliverables**:
|
||||
- ✅ Event creation wizard (3-step flow)
|
||||
- ✅ Ticket type modal with pricing and inventory
|
||||
- ✅ Form validation and error handling
|
||||
- ✅ Integration with existing mock data stores
|
||||
- ✅ Responsive design for mobile/desktop
|
||||
- ✅ Playwright tests for critical flows
|
||||
|
||||
**Success Criteria**:
|
||||
- Users can create events through guided wizard
|
||||
- Ticket types can be configured with all pricing options
|
||||
- All forms validate properly and show helpful errors
|
||||
- Mobile experience is fully functional
|
||||
|
||||
### Sprint 2: Role & Territory System (2-3 weeks)
|
||||
**Goal**: Implement hierarchical permissions and geographic segmentation
|
||||
|
||||
**Deliverables**:
|
||||
- ✅ Role-based permission system
|
||||
- ✅ Territory creation and management UI
|
||||
- ✅ User assignment to territories
|
||||
- ✅ Territory-based data filtering
|
||||
- ✅ Admin interface for territory management
|
||||
- ✅ Permission enforcement throughout app
|
||||
|
||||
**Success Criteria**:
|
||||
- Different user roles see appropriate data
|
||||
- Territory managers only access their regions
|
||||
- Admin can create and manage territories
|
||||
- All views respect territory boundaries
|
||||
|
||||
### Sprint 3: Payment Integration Simulation (2 weeks)
|
||||
**Goal**: Mock Square OAuth flow and payment processing
|
||||
|
||||
**Deliverables**:
|
||||
- ✅ Square OAuth connection simulation
|
||||
- ✅ Payment account verification flow
|
||||
- ✅ Platform fee configuration
|
||||
- ✅ Payout settings and schedules
|
||||
- ✅ Connection status monitoring
|
||||
- ✅ Error handling for payment issues
|
||||
|
||||
**Success Criteria**:
|
||||
- Organizers can "connect" Square accounts
|
||||
- Platform fees are calculated correctly
|
||||
- Payment connection status is tracked
|
||||
- Error scenarios are handled gracefully
|
||||
|
||||
### Sprint 4: Whitelabel Branding System (2-3 weeks)
|
||||
**Goal**: Per-organization theme customization and domain mapping
|
||||
|
||||
**Deliverables**:
|
||||
- ✅ Theme editor with live preview
|
||||
- ✅ Logo and image upload system
|
||||
- ✅ Custom color scheme configuration
|
||||
- ✅ Email template customization
|
||||
- ✅ Domain mapping simulation
|
||||
- ✅ Theme persistence and loading
|
||||
|
||||
**Success Criteria**:
|
||||
- Organizations can customize their branding
|
||||
- Theme changes reflect in real-time
|
||||
- Custom domains route to correct organization
|
||||
- Branded emails are generated correctly
|
||||
|
||||
### Sprint 5: Polish & Analytics (2-3 weeks)
|
||||
**Goal**: Sales dashboard improvements and comprehensive testing
|
||||
|
||||
**Deliverables**:
|
||||
- ✅ Enhanced sales day dashboard
|
||||
- ✅ Real-time analytics with territory filtering
|
||||
- ✅ Advanced scanning flow for door staff
|
||||
- ✅ Performance optimization
|
||||
- ✅ Comprehensive testing suite
|
||||
- ✅ Documentation and deployment guides
|
||||
|
||||
**Success Criteria**:
|
||||
- Dashboard provides actionable insights
|
||||
- Analytics respect territory boundaries
|
||||
- Scanning flow works on mobile devices
|
||||
- All features perform well under load
|
||||
- Complete test coverage for new features
|
||||
|
||||
## Launch Plan
|
||||
|
||||
### Phase 1: Internal Testing (1 week)
|
||||
**Goal**: Validate all systems with simulated data
|
||||
|
||||
**Activities**:
|
||||
- **Mock Event Creation**: Create test events with all ticket types
|
||||
- **Simulated Sales**: Generate mock ticket sales throughout day
|
||||
- **Territory Testing**: Verify filtering works across all user roles
|
||||
- **Payment Simulation**: Test OAuth flows and fee calculations
|
||||
- **Branding Validation**: Ensure themes apply correctly
|
||||
- **Mobile Testing**: Full mobile experience validation
|
||||
|
||||
**Success Criteria**:
|
||||
- All core flows work without errors
|
||||
- Performance meets acceptable standards
|
||||
- Mobile experience is fully functional
|
||||
- Error handling works as expected
|
||||
|
||||
### Phase 2: Beta Organizer Testing (2-3 weeks)
|
||||
**Goal**: Real-world validation with trusted partners
|
||||
|
||||
**Partner Selection**:
|
||||
- 1-2 trusted organizers with smaller events
|
||||
- Mix of different event types (performances, galas, etc.)
|
||||
- Organizations willing to provide feedback
|
||||
|
||||
**Testing Scope**:
|
||||
- **Event Creation**: Real event setup using new wizard
|
||||
- **Ticket Sales**: Actual ticket sales to real customers
|
||||
- **Payment Processing**: Live Square integration (if ready)
|
||||
- **Territory Management**: Multi-user organization testing
|
||||
- **Customer Support**: Full support flow validation
|
||||
|
||||
**Success Criteria**:
|
||||
- Events are created successfully
|
||||
- Ticket sales complete without issues
|
||||
- Payment processing works correctly
|
||||
- Customer satisfaction remains high
|
||||
- No critical bugs discovered
|
||||
|
||||
### Phase 3: Production Deployment
|
||||
**Goal**: Full platform migration to new system
|
||||
|
||||
**Deployment Strategy**:
|
||||
- **DNS Cutover**: `blackcanyontickets.com` → new application
|
||||
- **Database Migration**: Existing data → new schema
|
||||
- **User Migration**: Account transfers and notifications
|
||||
- **Monitoring Setup**: Error tracking and performance monitoring
|
||||
- **Support Preparation**: Staff training on new features
|
||||
|
||||
**Rollback Plan**:
|
||||
- **DNS Revert**: Quick DNS change back to old system
|
||||
- **Data Sync**: Ensure data consistency between systems
|
||||
- **User Communication**: Transparent communication about any issues
|
||||
|
||||
## Technical Implementation Notes
|
||||
|
||||
### Mock Data Architecture
|
||||
All enterprise features will use the existing mock data pattern:
|
||||
|
||||
```typescript
|
||||
// Territory Store
|
||||
interface TerritoryStore {
|
||||
territories: Territory[];
|
||||
userTerritories: Record<string, string[]>; // userId → territoryIds
|
||||
createTerritory: (territory: Partial<Territory>) => void;
|
||||
assignUserToTerritory: (userId: string, territoryId: string) => void;
|
||||
getUserTerritories: (userId: string) => Territory[];
|
||||
}
|
||||
|
||||
// Organization Branding Store
|
||||
interface BrandingStore {
|
||||
themes: Record<string, OrganizationTheme>; // orgId → theme
|
||||
currentTheme: OrganizationTheme | null;
|
||||
updateTheme: (orgId: string, theme: Partial<OrganizationTheme>) => void;
|
||||
applyTheme: (orgId: string) => void;
|
||||
}
|
||||
```
|
||||
|
||||
### Component Reusability
|
||||
Enterprise features will leverage existing UI components:
|
||||
|
||||
- **Forms**: Use existing `Input`, `Select`, `Button` components
|
||||
- **Modals**: Extend current modal patterns
|
||||
- **Cards**: Reuse `Card` component for territory and branding displays
|
||||
- **Navigation**: Extend `Sidebar` with role-based menu items
|
||||
- **Data Display**: Use existing table and list patterns
|
||||
|
||||
### TypeScript Integration
|
||||
All new features will maintain strict TypeScript compliance:
|
||||
|
||||
```typescript
|
||||
// Comprehensive type definitions
|
||||
export interface EnterpriseUser extends User {
|
||||
role: 'superAdmin' | 'orgAdmin' | 'territoryManager' | 'staff';
|
||||
territoryIds: string[];
|
||||
permissions: Permission[];
|
||||
}
|
||||
|
||||
export interface EnterpriseEvent extends Event {
|
||||
territoryIds: string[];
|
||||
brandingThemeId?: string;
|
||||
squareConnectionId?: string;
|
||||
}
|
||||
```
|
||||
|
||||
### Testing Strategy
|
||||
Each enterprise feature will include:
|
||||
|
||||
- **Unit Tests**: Component-level testing with Jest
|
||||
- **Integration Tests**: Feature flow testing with Playwright
|
||||
- **Visual Regression**: Screenshot-based UI testing
|
||||
- **Accessibility Tests**: WCAG compliance validation
|
||||
- **Performance Tests**: Load testing for complex operations
|
||||
|
||||
## Success Metrics
|
||||
|
||||
### Feature Adoption
|
||||
- **Event Creation**: 95% of events created through new wizard
|
||||
- **Territory Usage**: Organizations with >5 users adopt territories
|
||||
- **Branding**: 80% of organizations customize their theme
|
||||
- **Payment Integration**: 90% of organizations connect Square
|
||||
|
||||
### Performance Metrics
|
||||
- **Page Load Times**: <2 seconds for all pages
|
||||
- **Form Submission**: <1 second response time
|
||||
- **Mobile Performance**: >90 Lighthouse score
|
||||
- **Error Rates**: <1% error rate across all features
|
||||
|
||||
### User Satisfaction
|
||||
- **Net Promoter Score**: >8.0 for platform experience
|
||||
- **Feature Usefulness**: >4.5/5 rating for new features
|
||||
- **Support Tickets**: <5% increase despite added complexity
|
||||
- **User Retention**: Maintain >95% retention rate
|
||||
|
||||
⚡ This enterprise roadmap transforms Black Canyon Tickets from a basic ticketing platform into a comprehensive, multi-tenant enterprise solution. By implementing these features systematically, we'll create a polished, scalable platform ready for fair season and enterprise customers.
|
||||
Reference in New Issue
Block a user