helios-dashboards

Internal tool built for Helios Marketing: a per-client project dashboard that keeps clients updated on their project's progress without requiring manual status updates from the team.

What it's for

Helios manages ongoing projects for multiple clients. Instead of manually writing and sending status updates, each client gets a private, tokenized dashboard link (/d/[token]) showing their project's current status — automatically kept up to date.

What it does

• Client dashboards — each client has a unique dashboard URL, showing live project status without needing a login.
• Automated updates — scheduled jobs pull in the latest project activity and use AI to generate a plain-language summary of progress, so clients get a readable update without anyone on the team writing it by hand.
• Admin panel — an internal /admin view (restricted to @heliosmarketing.org accounts via Clerk) for managing clients and dashboards.
• File/asset handling — supports uploading and serving project-related files (e.g. deck PDFs) to clients via Vercel Blob.

How it's built

• Framework: Next.js 15 (TypeScript), Tailwind CSS
• Database: Postgres via Prisma ORM
• Auth: Clerk (admin-only, restricted by email domain)
• File storage: Vercel Blob
• AI: Anthropic API, used to turn raw project activity into client-readable summaries
• Scheduling: Vercel cron jobs (see vercel.json) trigger the sync and AI-generation routes on a schedule
• Deployment: Vercel, auto-deployed from main

See docs/PLAN.md for the full engineering plan.

Setup

1. cp .env.local.example .env.local and fill in values.
2. npm install
3. npx prisma db push (dev) or npx prisma migrate dev (post-first-migration)
4. npx prisma db seed
5. npm run dev

Routes

• /d/[token] — client dashboard (use the seeded token to test)
• /admin — admin (Clerk login required, @heliosmarketing.org only)

Common tasks

# Reset DB and reseed
npx prisma db push --force-reset && npx prisma db seed

# Open Prisma Studio
npx prisma studio

# Trigger sync cron locally
curl -H "Authorization: Bearer $CRON_SECRET" http://localhost:3000/api/cron/sync-github

# Trigger AI generation locally
curl -H "Authorization: Bearer $CRON_SECRET" http://localhost:3000/api/cron/generate-updates

Deployment

Pushing to main deploys to Vercel automatically. Cron jobs are configured in vercel.json.