Files
blackcanyontickets/reactrebuild0825/ENTERPRISE_ROADMAP.md
dzinesco aa81eb5adb 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>
2025-08-26 09:25:10 -06:00

17 KiB

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:

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:

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:

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:

// 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:

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:

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):

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:

// 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:

// 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.