Client Dashboard Placeholder

Signed in as: viewer@terra-aqua.example (client_viewer)

Client Command Center

Terra Aqua Phase 1 RCA • Signed in as viewer@terra-aqua.example

Visible phases: 1
Unlocks: Phase 1 ✓ • Phase 2 — • Phase 3 —
Engagement health score
56
TODO(Analytics): weighted by findings + completion + engagement type
Findings (filtered)
4
TODO(Visibility scope): enforce via RLS
Exposure (filtered)
$460,000
TODO(Exposure): compute from evidence and financial models

Filters

This is a scaffold-only filtering engine. TODO(Supabase): move filtering server-side and enforce via RLS.

Risk Heatmap

Tap a cell to filter by category + severity.

Governance
Procurement
Finance
Critical
High
Medium
Low

TODO(Analytics): cross-phase comparison, trend tracking, and true scoring.

Phase-based guidance

Phase 1 (Setup / Diagnostic)
  • Review objectives and confirm alignment
  • Provide missing context and documentation
  • Track action items to accelerate progress
Phase 2+ (Interviews / Ingestion)

Meeting intelligence unlocks with Phase 2 visibility.

Locked: this engagement currently has Phase 2 set to not client-visible.

Meeting Intelligence

Searchable timeline of AI-extracted insights (placeholder).

Meeting Intelligence is not yet visible for your role.

TODO(Transcripts): link insights to transcript segments and evidence in storage.

Action Items

Lightweight collaboration loop (client-markable checklist placeholder).

TODO(Supabase): persist action items, enforce RBAC, and log changes.

Commentary

Controlled collaboration (placeholder thread; will be stored + audited).

  • 2/26/2026, 6:46:40 PM
    Commentary thread placeholder — clients can ask questions per phase/finding.

TODO(Security): enforce visibility_scope, phase gating, and audit logging on every comment.

Deliverables

Downloads are placeholders. TODO(PDF): watermark with client, email, timestamp, and “Confidential – RiseWithOba” and enforce expiry.

Findings (Filtered)

Tap filters above or heatmap cells to refine.

  • Approval workflow lacks segregation of duties
    Governance • High
    Exposure: $150,000

    TODO(Visibility scope): client • TODO(Evidence): link to artifacts

  • Vendor onboarding evidence is inconsistently retained
    Procurement • Medium
    Exposure: $50,000

    TODO(Visibility scope): client • TODO(Evidence): link to artifacts

  • Manual spreadsheet reconciliation introduces error risk
    Finance • Low
    Exposure: $10,000

    TODO(Visibility scope): client • TODO(Evidence): link to artifacts

  • Root cause indicates repeated override of controls
    Governance • Critical
    Exposure: $250,000

    TODO(Visibility scope): internal • TODO(Evidence): link to artifacts