Lumen Product Board

Lumen is a team analytics dashboard that turns raw event streams into shareable insight boards. This is the working backlog for the next release. Switch the NoteThink view between Board and Document to see the same notes two ways.

Onboarding

Getting a new workspace from sign-up to first useful chart.

Guided workspace setup wizard

A three-step wizard that walks a new admin from account creation to a connected data source and a first saved chart. Reduces time-to-value for fresh workspaces.

• [X] Design the three-step flow
• [X] Build the data-source connect step
• [X] Ship the sample-chart step
• [X] Track completion in analytics

Sample dataset for empty workspaces

Seed brand-new workspaces with a realistic sample event stream so charts are not empty on day one. Removed once the first real source connects.

• [X] Generate believable sample events
• [X] Wire the seed into workspace creation
• [ ] Verify it clears after first real ingest

Welcome email sequence

A four-message drip that nudges new admins through setup over their first week. Tied to wizard completion milestones.

• [ ] Draft the four messages
• [ ] Hook into the milestone events
• [ ] A/B test subject lines

Billing

Plans, invoices, and the upgrade path.

Self-serve plan upgrades

Let admins move between Free, Team, and Scale plans without contacting sales. Includes prorated billing and an immediate seat-count adjustment.

• [X] Model the three plan tiers
• [X] Build the prorate calculation
• [ ] Wire the Stripe checkout session
• [ ] Handle downgrade edge cases

Invoice PDF export

Generate downloadable PDF invoices for each billing cycle, with the workspace's tax details and a line-item breakdown.

• [X] Build the PDF template
• [X] Pull line items from the ledger
• [ ] Add VAT / tax-id field

Usage-based overage alerts

Warn admins by email and in-app when monthly event volume approaches the plan cap, so they can upgrade before throttling kicks in.

• [ ] Define the warning thresholds
• [ ] Build the in-app banner

Search

Finding charts, boards, and data sources fast.

Full-text board search

Index board titles, descriptions, and chart labels so users can jump to any board from a single search box. Backed by a lightweight inverted index.

• [X] Build the indexer
• [X] Add the search input component
• [ ] Rank results by recency
• [ ] Highlight matched terms

Saved search filters

Let users save a search-plus-filter combination as a named view and pin it to the sidebar for one-click recall.

• [ ] Persist filter state
• [ ] Add the pin-to-sidebar action

Search keyboard navigation

Arrow-key and enter navigation through search results without touching the mouse. No status yet - still in triage.

• [ ] Capture arrow keys in the result list
• [ ] Wire enter to open the highlighted result

Mobile

The responsive and native-app experience.

Responsive board layout

Reflow multi-column boards into a single scrollable column on narrow screens, keeping charts legible without horizontal scroll.

• [X] Define breakpoints
• [X] Reflow the grid
• [X] Test on common device widths

Offline chart caching

Cache the last-viewed boards so they render instantly and remain readable when the device drops connectivity.

• [X] Add a service-worker cache layer
• [ ] Invalidate stale chart data
• [ ] Show an offline indicator

Push notification opt-in

Prompt users to enable push at a sensible moment, then route alert-policy events to the device.

• [X] Build the opt-in prompt
• [ ] Verify delivery on iOS and Android

Notifications

Alerts, digests, and delivery channels.

Threshold alert policies

Let users define a metric, a comparison, and a threshold, then fire an alert when a board's data crosses it. Reuses the overage-alert plumbing.

• [X] Design the policy editor UI
• [ ] Build the evaluation worker
• [ ] Support multiple channels per policy
• [ ] Add a cooldown to avoid alert storms

Weekly digest email

A Monday-morning summary of each workspace's key metrics and notable week-over-week swings, with deep links back into Lumen.

• [ ] Pick the summary metrics
• [ ] Build the email template

Slack channel delivery

Route alert-policy events into a chosen Slack channel via an incoming webhook. Still in triage - no status assigned yet.

• [ ] Store the webhook per workspace
• [ ] Format the alert payload for Slack

Demonstrates NoteThink's Kanban view - status columns, assignees, epics, priority/time/progress chips, and checklist progress on cards. Toggle the NoteThink view between Board and Document, or open another welcome file and switch to Folder mode.