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Dashboard Widget provides a comprehensive data snapshot for users when they load the application. It combines multiple data sources into a single response, delivering everything needed for a personalized homepage experience.

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What It Does

When triggered with a user’s IP address and email, the widget retrieves and combines:
  • Local Weather: Current temperature, humidity, wind speed, sunrise/sunset times based on IP geolocation
  • Open Tasks: Active tasks assigned to the user or their company
  • Notifications: Unread system notifications from the activity feed
  • Client List: All business names from the customer database
  • User Profile: Account details and settings
  • Company Info: Details about the user’s company
  • AI Configuration: Available AI assistant tools and settings

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Data Retrieved

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Weather & Location

  • Geolocation from IP address (city, region, country, timezone)
  • Current weather conditions via Open-Meteo API
  • Local time calculation based on user’s timezone

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Tasks Summary

  • Searches for open tasks assigned to user’s email
  • Falls back to company-linked tasks if no personal tasks found
  • Returns all tasks with status colors from configuration

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Notifications

  • Fetches unread notifications (read: "no") from db_ai-loop_System_Notifications
  • Includes both view_once and accept_once notification types
  • Sorted by timestamp (most recent first)

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Company & Business Data

  • User’s company information from db_ai-loop_V3_business
  • Complete client list for quick reference
  • Instance-level configuration from db_ai-loop_company

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AI Tools

  • Available AI assistant configurations from db_ai-loop_CRM_Configs
  • Tools and capabilities accessible to the user

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Widget Capabilities

The Dashboard Widget powers the following modular components:

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Advanced Features

  • Intelligent Notifications: “Updates” widget auto-marks transient alerts as read on hover
  • Rich Interaction: Embedded links and deep-linking to relevant records in Data Lake or flows
  • Live State Updates: Real-time counters without manual page refreshes

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Technical Details

  • Trigger: Authenticated webhook with Bearer token
  • Authentication: Header-based with Authorization: Bearer {token}
  • Input: User IP address, email, and company name
  • Databases: datalake_main, ai-loop
  • Collections: Tasks, Notifications, Business, Company, Users, CRM Configs
  • APIs: ipapi.co/ipwho.is (geolocation), Open-Meteo (weather)