agnes-the-ai-analyst/dev_docs/insights.md

Activity Center

Enterprise data intelligence demo page for the webapp dashboard.

Purpose

Convince C-level executives (CEO/COO of a bank) that the platform gives them complete visibility into how data powers business processes across the entire organization.

This is NOT a usage log. It is a strategic command center that:

• Maps data queries to business processes they support
• Shows organizational maturity in data-driven decision making
• Identifies which processes benefit from data and which don't yet
• Demonstrates adoption velocity and team progression
• Reveals unmet data needs as strategic opportunities

Status

• Current state: Demo mockup with fictional data (DEMO badge in header)
• URL: https://your-instance.example.com/activity-center (requires login)
• PR: https://github.com/keboola/agnes-the-ai-analyst/pull/122
• Branch: feature/activity-center
• Dashboard link: Not added yet (UX placement decided, implementation pending)

Files

File	Purpose
webapp/activity_data.py	Mock data module - get_activity_data() returns complete dict
webapp/templates/activity_center.html	Standalone HTML template (pattern from corporate_memory.html)
webapp/app.py	Route /activity-center (after corporate-memory routes)

Data Architecture

Executive Summary

Top-level KPIs displayed in the stats bar:

Metric	Value	Purpose
Total analysts	97	Org-wide adoption scale
Active this week	68	Weekly engagement
Active today	34	Real-time pulse
Teams active	19 / 23	Coverage breadth
Business processes	47	Value mapping
Decisions supported/wk	142	Business impact
Success rate	87%	Quality of insights
Adoption trend	+12%	Month-over-month growth

Business Processes (15 total, 6 categories)

The key differentiator: instead of logging queries, we map them to recurring organizational needs that data helps solve.

Category	Process	Status	Queries/wk
Finance & Revenue	Revenue & ARR Monitoring	optimized	34
Finance & Revenue	Budget vs Actuals Analysis	optimized	22
Customer Success	Churn Risk Detection	mature	28
Customer Success	Contract Renewal Forecasting	mature	19
Customer Success	Customer Onboarding Analytics	developing	8
Operations & Infrastructure	Infrastructure Cost Optimization	mature	25
Operations & Infrastructure	Support Quality & SLA Tracking	mature	31
Operations & Infrastructure	Platform Capacity Planning	developing	12
Growth & Market	Pipeline & Deal Velocity	developing	15
Growth & Market	Cross-sell/Upsell Identification	developing	9
Growth & Market	Competitive Win/Loss Analysis	early	4
Growth & Market	Marketing Attribution	early	3
Product & Engineering	Product Usage Telemetry	mature	22
Product & Engineering	Engineering Velocity & Quality	early	5
People & Culture	Headcount & Workforce Planning	developing	10

Each process has: description, sample_queries (2), data_sources, teams_involved, impact.

Team Maturity Model (23 teams)

Maturity	Count	Teams	Score Range
Optimized	3	Finance (92), Leadership (88), Internal AI & Data Squad (85)	85-95
Mature	6	Customer Success (78), CSM (75), Engineering SRE (71), Engineering (70), Professional Services (69), Customer Enthusiasts (68)	68-80
Developing	8	Agile AI (60), Agile AJDA (57), Agile DMD (55), Agile PAT (52), Sales (50), Marketing (48), People (46), Engineering Support (45)	45-60
Early	6	Engineering UI (38), UX (35), R&D (30), Sales Engineering (28), Product Marketing (25), General & Admin (20)	20-38

Each team has 2-8 members with Czech names, roles, activity status, and recent queries.

Data Opportunities (10 items, enriched)

Unmet data needs framed as strategic growth opportunities. Each card expands to show:

• Data Integration Map - Mermaid flowchart diagram showing join paths (existing=blue, new=orange)
• Integration Path - Technical description of how to connect the data (source systems, APIs)
• Join Keys - Table showing exact column-level connections (new_table.column -> existing_table)
• Team Impact - Specific beneficiaries with concrete use case descriptions
• Enabled Queries - Example queries that would become possible with the new data

Priority	Title	Key Join	Primary Beneficiaries
HIGH	NPS & Customer Satisfaction Data	company_id -> company	CS, CSM, Leadership
HIGH	Customer Health Score	company_id (derived from existing data)	CSM, CS, Sales
HIGH	Marketing Campaign Data	company_id, opportunity_id	Marketing, Sales, Product Marketing
MEDIUM	Slack/Teams Engagement Analytics	company_id (channel mapping)	CS, Customer Enthusiasts
MEDIUM	Product Roadmap Data	product_id, opportunity_id	Sales, Sales Engineering
MEDIUM	Competitor Intelligence Feed	opportunity_id	Sales, Product Marketing
MEDIUM	Git/Dev Productivity Metrics	employee_id, jira_issue_key	Engineering, Agile AI
LOW	Partner & Channel Revenue	company_id (partner_id FK exists!)	Sales, Finance
LOW	Employee Satisfaction Surveys	employee_id	People, Leadership
LOW	Security & Compliance Logs	kbc_project_id, kbc_organization_id	Engineering SRE

Join keys are designed against the real data model (25 tables, 5 domains from data_description.md).

Activity Feed

20 recent items with person_name, team, query_text, timestamp, status, process_name. Timestamps span 10:15-11:25 covering 12 different teams.

Page Layout

Tabbed layout with always-visible stats bar. URL hash support for bookmarking (#processes, #teams, etc).

ALWAYS VISIBLE:
  Header (back link, title, DEMO badge, user avatar)
  Executive Pulse stats bar (5 KPIs)
  Summary sentence

TAB BAR:
  Processes (15) | Teams (23) | Activity (20) | Opportunities (10)

TAB: PROCESSES
  Business Process Intelligence map, grouped by category with expand/collapse

TAB: TEAMS
  Team Maturity leaderboard (2-column grid, full width)
  Team Details accordion (click leaderboard row -> scroll + expand)

TAB: ACTIVITY
  Live Activity feed (2-column grid, full width, with time filters)

TAB: OPPORTUNITIES
  Unmet Data Needs cards (expandable with integration details)

Visual Design

• Maturity badges: green (optimized), blue (mature), yellow (developing), gray (early)
• Process dots: filled green/blue for mature+, filled yellow for developing, empty gray for early
• Team bars: horizontal 0-100, colored by maturity level
• Feed avatars: colored circles with initials, 8 rotating colors
• DEMO badge: orange pill in header (rgba(245, 159, 10, 0.15) background)
• Tab bar: blue underline for active tab, count badges per tab
• Mermaid diagrams: existing tables blue (#dbeafe), new data sources orange (#fed7aa)

JavaScript Interactions

• switchTab(tabId, btn) - switch active tab, updates URL hash via history.replaceState()
• toggleProcessDetail(processId) - expand process to show sample queries, data sources, impact
• toggleTeam(teamId) - expand/collapse team accordion
• scrollToTeam(teamId) - leaderboard click scrolls to team detail + expands + highlight effect
• filterActivity(period, btn) - filter feed: "All"/"Today" show all, "This Hour" shows first 5
• toggleOpportunity(oppId) - expand opportunity card to show ERD diagram, join keys, team impact
• Tab restored from URL hash on page load (supports direct linking to any tab)

UX: Dashboard Link Placement

Recommendation: Widget in right column, below Corporate Memory

A dedicated card matching the Corporate Memory widget pattern:

• Green left border (matching Activity Center icon color)
• Icon + "Activity Center" title + DEMO badge inline
• Brief description line
• "View Activity Center >" button in green

RIGHT COLUMN (current):
  Corporate Memory widget    <- existing
  Activity Center widget     <- NEW (below Corporate Memory, above Account)
  Account card               <- existing

Rationale

1. Right column = intelligence column. Corporate Memory (shared knowledge) and Activity Center (team analytics) are conceptual siblings.
2. High visibility for executives visiting for a demo - they see it in the natural scan pattern (left column first for data, then right for supplementary intelligence).
3. Follows established pattern. Corporate Memory set the precedent with colored border, icon, stats, and CTA button. Same treatment = consistent design language.
4. DEMO badge solves dual-audience. Analysts see the badge and deprioritize it. Executives see it as a capability preview.

Rejected Alternatives

• Text link in YOUR DATA footer: too low visibility for C-level demo audience
• Header/stats bar: breaks clean header pattern, wrong semantic context for navigation

Design Principles

1. 30-second scan: Executive Pulse answers "is our data investment working?" at a glance
2. Process-first, not query-first: Business Process Map shows WHAT the org does with data
3. Maturity narrative: distribution bar tells a momentum story
4. Drill-down flow: Overview -> Process -> Team -> Person -> Query
5. Unmet needs = opportunity: missing data framed as growth potential, not gaps
6. Traffic light pattern: green/blue/yellow/gray badges for instant status comprehension

Technical Notes

• Template is standalone (all CSS inline in <style>, all JS inline in <script>)
• Reuses CSS variables from style-keboola.css
• Route requires @login_required (redirects to Google SSO)
• Data is static mock - get_activity_data() returns a hardcoded dict
• Process grouping uses Jinja2 namespace() pattern for dict building in templates
• Nested loop IDs use {% set cat_idx = loop.index %} (Jinja2 has no loop.parent)
• Mermaid.js loaded from CDN (cdn.jsdelivr.net/npm/mermaid@11) as ES module
• Mermaid diagrams lazy-rendered on first card expand (not on page load) for performance
• history.replaceState() for tab hash updates (avoids polluting browser back history)
• 2-column grids (leaderboard, feed) collapse to 1-column below 1024px via @media query
• Opportunity detail uses event.stopPropagation() to prevent card toggle when clicking inside detail