Property Hierarchy Dashboard and Analytics

[ysnarafat]

Description

Build comprehensive dashboard providing real-time insights across the property hierarchy (Property → Building → Unit) with drill-down capabilities, financial summaries, and occupancy analytics.

Acceptance Criteria

Dashboard API Endpoints

• GET /api/dashboard/summary - Overall portfolio summary
• GET /api/dashboard/properties/{id} - Property-level dashboard
• GET /api/dashboard/buildings/{id} - Building-level dashboard
• GET /api/dashboard/units/{id} - Unit-level dashboard
• GET /api/analytics/occupancy - Occupancy rates across hierarchy
• GET /api/analytics/revenue - Revenue analysis by property/building/unit type

Portfolio-Level Dashboard

• Total properties, buildings, and units count
• Overall occupancy rate and trends
• Total monthly revenue and collection rates
• Top performing properties and buildings
• Unit type distribution and performance
• Recent activity feed (new leases, payments, etc.)

Property-Level Dashboard

• Property overview with building breakdown
• Building occupancy rates and revenue
• Unit type distribution within property
• Tenant count and lease status
• Payment collection status for current month
• Property-specific performance metrics

Building-Level Dashboard

• Building overview with unit breakdown
• Floor-wise occupancy visualization
• Unit type performance within building
• Tenant list with lease status
• Maintenance and document alerts
• Building-specific revenue trends

Unit-Level Dashboard

• Unit details with current tenant information
• Payment history and status
• Lease timeline and renewal alerts
• Unit-specific documents and photos
• Maintenance history and requests
• Unit performance metrics

Analytics and Reporting

• Occupancy trends over time
• Revenue analysis by unit type
• Collection rate analytics
• Tenant retention metrics
• Property performance comparisons
• Seasonal trend analysis

Interactive Features

• Drill-down navigation from property to building to unit
• Interactive charts and visualizations
• Date range filtering for all metrics
• Export capabilities for reports
• Real-time updates with WebSocket integration
• Customizable dashboard widgets

Frontend Implementation

• Responsive dashboard layout with Angular Material
• Chart.js or D3.js integration for visualizations
• NgRx state management for dashboard data
• Loading states and error handling
• Mobile-optimized dashboard views
• Print-friendly report layouts

Performance Optimization

• Caching strategies for dashboard queries
• Lazy loading for large datasets
• Pagination for detailed views
• Background data refresh
• Optimized database queries with proper indexing

Testing

• Unit tests for analytics calculations
• Integration tests for dashboard APIs
• Performance tests for large datasets
• UI tests for interactive features
• Mobile responsiveness tests

Documentation

• Dashboard user guide
• Analytics methodology documentation
• API documentation for dashboard endpoints
• Performance optimization guide

Technical Notes

• Real-time data updates using WebSocket
• Efficient aggregation queries for large datasets
• Responsive design for various screen sizes
• Integration with existing property hierarchy

Dependencies

• Property, Building, Unit APIs (Issues Initialize project structure and development environment #1, Implement core database schema and migrations #2, Set up authentication and security infrastructure #3)
• Tenant and Lease Management (Issue chore: setup project structure #5)
• Payment system integration

Labels

frontend, backend, dashboard, analytics, visualization, hierarchy