--- name: contract-dashboard description: > Generates a multi-tab interactive HTML dashboard across a portfolio of contracts — severity counts, renewal timeline, deviation heat map, spend exposure, cancel-by calendar, supplier concentration. Print-friendly tabs. Self-contained. Use when the user says "contract dashboard", "portfolio view", "dashboard for all contracts", "show me everything renewing", "build the contracts dashboard", or wants a CFO/CPO-grade view of the entire contract base, not a single contract. argument-hint: "[--source clm|local-folder|register] [--filter renewals|deviations|all]" --- # /vallor:contract-dashboard ## Purpose The renewal-tracker tells you what's renewing. The review skills produce per-contract memos. This skill produces the portfolio view — every active contract, every deviation, every cancel-by deadline, every dollar of exposure — in a multi-tab interactive HTML dashboard a CFO, CPO, or GC can walk through in 5 minutes. ## Load context 1. Read `~/.claude/plugins/config/vallor/CLAUDE.md`. 2. **Apply the /design skill** — monotone palette. Charts use `#1F3A5F` bars on `#E5E5E5` gridlines. No pie charts (proportions are tables). 3. Source data: - **`--source clm`** — pull from the Ironclad / Agiloft MCP. Requires the CLM integration to be connected. - **`--source local-folder`** — read the plugin's local register at `~/.claude/plugins/config/vallor/renewal-register.yaml` and the matter folder for review memos. - **`--source register`** (default) — uses whatever's already in the local register (the default for in-house users without a CLM connector). 4. Build the dataset before rendering. The dashboard is a function of the data; the data isn't a function of the dashboard. ## Ask the user for context (optional but encouraged) Use the `AskUserQuestion` tool to scope the dashboard. Portfolio dashboards are easy to overbuild — questions up front prevent rendering five tabs the user did not want. **Up front (before pulling the dataset):** Ask 1-3 short questions when not obvious from the inputs: - Audience: CFO / CPO / GC / cross-functional ops - Portfolio scope: all active contracts / single business unit / single category / single vendor - Focus: renewals timeline / risk concentration / spend exposure / supplier concentration / deviations heat map - Time window: next 90 days / next 12 months / lifetime portfolio - Refresh cadence the dashboard needs to support: one-off snapshot / weekly / monthly **Mid-flight (after pulling and shaping the dataset):** After the dataset is built, you will see real gaps. Stop and ask before guessing on: - Records with missing fields — drop, flag, or backfill from the source - Severity thresholds for the heat map (the playbook may not have one for this portfolio) - Whether to roll up subsidiaries / business units or keep them separate **Rules:** - Every question must offer a reasonable default the user can pick to skip ahead. - Ask follow-ups when answers reveal more depth or a non-default choice. - Cap a single round at ~3 questions. - Skip when the user has signaled a fast / default run. ## Dashboard structure — five tabs ### Tab 1 — Overview Top section: four big-number cards. ``` ACTIVE CONTRACTS ANNUAL EXPOSURE CANCEL-BY < 30 DAYS BLOCKING ISSUES 217 $48.2M 3 2 ``` Each card is a 1pt navy rule on the left, near-black number, `#5B5B5B` label. Below: three blocks. - **Renewal timeline (90 days):** Sparkline-style timeline with markers for each upcoming cancel-by date. Click a marker to drill into the contract row in Tab 2. - **Deviation severity distribution:** Horizontal bar chart with four bars (Blocking / High / Medium / Low). `#7B1F1F` for the top two, `#5A5A2A` for medium, `#3A3A3A` for low. No pie chart. - **Spend concentration (Pareto):** Top-10 counterparties by ACV, bar chart with cumulative line at 80%. ### Tab 2 — Contracts The portfolio table. Sortable columns, filterable header row. | Counterparty | Type | Side | ACV | Term | Cancel-by | Renewal | Last review | Severity | Owner | |---|---|---|---|---|---|---|---|---|---| | ... | ... | ... | ... | ... | ... | ... | ... | ● ... | ... | Each row clickable — drills to that contract's `contract-report-html` if one exists, or surfaces "no review on file — run `/vallor:review`." ### Tab 3 — Renewals Calendar view — next 90 days, grouped by week. Each contract appears as a row under its cancel-by week, with the cancel-by date in bold red if 0-13 days, in amber if 14-44 days, in near-black if 45-89 days. Also: a "Renewals at risk" callout — contracts where the cancel-by has passed without action, or where notice has been given but renewal is still in play. ### Tab 4 — Deviations The deviation heat map. Rows are clauses (Liability cap, Indemnity, Data protection, Term, Governing law, etc.); columns are counterparties. Cells are color-coded by severity. Click a cell to see the deviation detail and the proposed redline. Filter bar: show only deviations on the Never-accept list / Currently in negotiation / Settled. ### Tab 5 — Risk register Cross-contract risk register. Each row is a risk that surfaced in a review: cybersecurity gaps, unlimited-liability exposure, single-source supplier dependence, jurisdiction concentration. For each: which contracts contribute, total exposure, recommended action. ## Interactivity - Tabs switched by vanilla JS (URL hash sync). - Column sorting, header-row filters, severity badge toggles. - Cell clicks drill to detail; back button works as expected. - All charts are Chart.js (loaded via CDN — the only CDN dependency in this plugin's HTML outputs; the per-contract reports don't need it). - Keyboard: `1`-`5` switch tabs. ## Tech constraints - Single HTML file (the data is inlined as a JSON object in a `