trust/dashboard.html at main · NextGenSoftwareUK/trust · GitHub

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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>My Dashboard — SovereignTrust</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Playfair+Display:ital,wght@0,400;0,500;0,600;1,400&family=DM+Sans:wght@300;400;500&display=swap" rel="stylesheet">
<link rel="stylesheet" href="/css/main.css">
<script src="/js/auth.js"></script>
<script src="/js/trust-api.js"></script>
<script>requireAuth();</script>
</head>
<body>

<nav>
  <a class="nav-logo" href="/">
    <div class="nav-logo-mark">S</div>
    <div class="nav-logo-text">Sovereign Trust</div>
  </a>
  <div class="nav-links" id="navLinks">
    <a class="nav-link" href="/education.html">Education</a>
    <a class="nav-link" href="/dashboard.html">Dashboard</a>
    <a class="nav-link" href="/settings.html">Settings</a>
    <a class="nav-link" href="/login.html">Sign in</a>
    <a class="nav-cta" href="/register.html">Create Account</a>
  </div>
  <button class="nav-hamburger" onclick="toggleMobileMenu()" aria-label="Open menu">
    <span></span><span></span><span></span>
  </button>
</nav>

<div class="dashboard-wrap">
  <div class="dashboard-header">
    <div>
      <h1>My Dashboard</h1>
      <p id="dashGreet">Welcome back. Manage your trust profiles and documents.</p>
    </div>
    <a class="btn-navy" href="/builder.html">+ New Trust</a>
  </div>

  <div style="margin-bottom:12px; font-size:12px; letter-spacing:0.1em; text-transform:uppercase; color:var(--text-muted); font-weight:500;">Your Trust Profiles</div>

  <div id="trustsLoading" style="display:flex; align-items:center; gap:12px; padding:28px 0; color:var(--text-muted); font-size:14px; font-weight:300;">
    Loading your trust profiles…
    <div class="spinner"></div>
  </div>
  <div id="trustsList"></div>
  <div id="trustsEmpty" style="display:none; padding:32px; text-align:center; color:var(--text-muted); font-weight:300;">You haven't created any trust profiles yet.</div>

  <!-- LOCKED MODULES -->
  <div class="locked-modules">
    <h2>Additional Document Modules</h2>
    <p>More document types are coming soon. Each module will be available as an add-on to your existing trust profile.</p>
    <div class="locked-grid">
      <div class="locked-card"><h3>Asset Assignment</h3><p>Transfer assets formally into your trust</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Trustee Minutes</h3><p>Record formal trustee decisions</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Trustee Appointment</h3><p>Appoint a new trustee formally</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Trustee Removal</h3><p>Remove a trustee in accordance with the deed</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Bank Resolution</h3><p>Formal resolution for bank account opening</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Memorandum of Wishes</h3><p>Document your intentions for trustees</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Deed of Variation</h3><p>Formally amend the terms of your existing trust deed</p><div class="coming-tag">Coming Soon</div></div>
      <div class="locked-card"><h3>Beneficiary Notification</h3><p>Issue formal notice of trust to named beneficiaries</p><div class="coming-tag">Coming Soon</div></div>
    </div>
  </div>
</div>

<!-- LEELA -->
<div class="lumina-float" id="leela">
  <div class="lumina-panel" id="leelaPanel">
    <div class="lumina-header">
      <div class="lumina-avatar">✨</div>
      <div>
        <div class="lumina-name">Leela</div>
        <div class="lumina-sub">Trust Document Assistant</div>
      </div>
      <a class="lumina-settings" href="/settings.html" title="AI settings">⚙</a>
      <button class="lumina-close" onclick="toggleLeela()">×</button>
    </div>
    <div class="leela-messages" id="leelaMessages"
      data-greeting="Welcome back! I'm Leela, your trust document assistant. I can help you understand trust concepts, guide you through the builder, or answer any questions about your trust. What would you like to know?"
      data-suggestions='["How do I add assets to my trust?","Can I change my trustees after signing?","What is the difference between a trustee and a beneficiary?"]'>
    </div>
    <div class="leela-disclaimer">I explain concepts and assist with document preparation only — not legal, tax or financial advice.</div>
    <div class="leela-input-row">
      <input class="leela-input" id="leelaInput" type="text" placeholder="Ask Leela anything…" />
      <button class="leela-send" id="leelaSend" aria-label="Send">→</button>
    </div>
  </div>
  <button class="lumina-btn" onclick="toggleLeela()"><span>✨</span></button>
</div>

<script src="/js/app.js"></script>
<script src="/js/leela.js"></script>
<script>
  // Personalise the greeting from session
  (function () {
    const session = getSession();
    if (!session) return;
    const name = session.firstName || session.email?.split('@')[0] || 'there';
    const el = document.getElementById('dashGreet');
    if (el) el.textContent = `Welcome back, ${name}. Manage your trust profiles and documents.`;
  })();

  function trustCompleteness(data) {
    if (!data) return 0;
    const checks = [
      !!data.overview?.name,
      !!data.overview?.jurisdiction,
      !!data.overview?.initialProperty,
      !!data.settlor?.name,
      (data.trustees || []).some(t => t.name),
      (data.beneficiaries || []).some(b => b.name),
      !!data.signing?.place
    ];
    return Math.round((checks.filter(Boolean).length / checks.length) * 100);
  }

  function renderTrustCard(trust) {
    const card = document.createElement('div');
    card.className = 'trust-card';

    const left = document.createElement('div');
    const nameEl = document.createElement('div');
    nameEl.className = 'trust-name';
    nameEl.textContent = trust.name || 'Untitled Trust';
    left.appendChild(nameEl);

    const meta = document.createElement('div');
    meta.className = 'trust-meta';
    const dateStr = trust.updatedAt ? new Date(trust.updatedAt).toLocaleDateString(undefined, { day: 'numeric', month: 'short', year: 'numeric' }) : '';
    const jurisdiction = trust.data?.overview?.jurisdiction || '';
    const initialProperty = trust.data?.overview?.initialProperty || '';
    meta.textContent = [dateStr && `Last edited ${dateStr}`, jurisdiction, initialProperty].filter(Boolean).join(' · ');
    left.appendChild(meta);

    const isGenerated = trust.status === 'Generated';
    const badgeWrap = document.createElement('div');
    badgeWrap.style.marginTop = '12px';
    const badge = document.createElement('span');
    badge.className = 'status-badge ' + (isGenerated ? 'status-generated' : 'status-draft');
    badge.textContent = isGenerated ? '● Generated' : `● Draft — ${trustCompleteness(trust.data)}% complete`;
    badgeWrap.appendChild(badge);
    left.appendChild(badgeWrap);

    const actions = document.createElement('div');
    actions.className = 'trust-actions';
    if (isGenerated) {
      const downloads = document.createElement('a');
      downloads.className = 'btn-sm btn-navy';
      downloads.href = '/downloads.html?id=' + encodeURIComponent(trust.id);
      downloads.textContent = 'Downloads';
      const preview = document.createElement('a');
      preview.className = 'btn-sm btn-outline';
      preview.href = '/preview.html?id=' + encodeURIComponent(trust.id);
      preview.textContent = 'Preview';
      const edit = document.createElement('a');
      edit.className = 'btn-sm btn-outline';
      edit.href = '/builder.html?id=' + encodeURIComponent(trust.id);
      edit.textContent = 'Edit';
      actions.append(downloads, preview, edit);
    } else {
      const cont = document.createElement('a');
      cont.className = 'btn-sm btn-navy';
      cont.href = '/builder.html?id=' + encodeURIComponent(trust.id);
      cont.textContent = 'Continue →';
      actions.appendChild(cont);
    }
    left.appendChild(actions);

    card.appendChild(left);
    if (!isGenerated) {
      const right = document.createElement('div');
      right.style.textAlign = 'right';
      const label = document.createElement('div');
      label.style.cssText = 'font-size:13px; color:var(--text-muted); font-weight:300; margin-bottom:8px;';
      label.textContent = 'Completion';
      const pct = document.createElement('div');
      pct.style.cssText = 'font-size:18px; color:var(--gold); font-weight:500;';
      pct.textContent = trustCompleteness(trust.data) + '%';
      right.append(label, pct);
      card.appendChild(right);
    }

    return card;
  }

  (async function loadTrusts() {
    const listEl    = document.getElementById('trustsList');
    const emptyEl   = document.getElementById('trustsEmpty');
    const loadingEl = document.getElementById('trustsLoading');
    try {
      const trusts = await listTrusts();
      loadingEl.style.display = 'none';
      if (!trusts.length) {
        emptyEl.style.display = 'block';
        return;
      }
      trusts.forEach(trust => listEl.appendChild(renderTrustCard(trust)));
    } catch (err) {
      console.error('[dashboard]', err);
      loadingEl.style.display = 'none';
      emptyEl.textContent = 'Could not load your trust profiles. Please refresh to try again.';
      emptyEl.style.display = 'block';
    }
  })();
</script>
</body>
</html>