Reverse spec drafted

Dashboard customization

Customize action for controlling dashboard composition and priority.

Observed route/adminFuture Spec 04 →

Current maturityWorking personal card-layout editor

Evidence confidenceVerified

Last reviewedAugust 4, 2026

Visual evidenceDeferred during UI updates

Current-state summary

The live dashboard provides a Personal dashboard modal titled Customize cards. It loads the current card layout, supports ordered movement with up/down buttons, offers Half or Wide widths, and allows optional cards to be hidden. Requires attention is fixed as required and cannot be hidden. Save layout and Cancel are available after preferences load. No preference changes were saved during this review.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

Element	Current behavior	Verification
Customize trigger	Enabled on the loaded Overview and opens the Personal dashboard modal.	Verified live
Modal header	Displays Personal dashboard, Customize cards, explanatory copy and a Close action.	Verified live
Loading state	Shows Loading your card layout… while preferences resolve and disables Save layout.	Verified live
Ordered card list	Shows eight numbered approved cards in their current order.	Verified live
Move controls	Each card has accessible Move [card] up/down buttons; boundary actions are disabled.	Verified live
Width control	Each card has a Width selector with Half and Wide options.	Verified live
Visibility control	Optional cards have a checked Visible checkbox.	Verified live
Required attention control	Requires attention has a checked disabled Required checkbox and remains visible.	Verified live
Footer actions	Cancel and Save layout are available after loading.	Verified live; save not submitted

User journeys

Current flows

Open customization

Load the Overview
Select Customize
Open modal
Resolve personal layout
Enable card controls and Save layout

Reorder cards

Choose a card
Move it up or down
Review new numeric order
Save layout

Resize a card

Open the card Width selector
Choose Half or Wide
Save layout

Hide an optional card

Clear Visible on an optional card
Save layout
Return to dashboard

Protect mandatory attention

Review Requires attention
Observe Required control is checked and disabled

State model

Current and expected states

Closed

Customize button is available on the loaded dashboard.

Loading preferences

Modal shows Loading your card layout… and Save layout is disabled.

Ready

Eight card controls load and Save layout becomes available.

Boundary item

First card cannot move up; last card cannot move down.

Required card

Requires attention is checked, disabled and labeled Required.

Unsaved changes

Likely produced after an edit; dirty-state copy and close warning were not tested.

Save success or failure

Not tested to avoid changing the user’s layout.

Product rules

Non-negotiable boundaries

Customization affects presentation only and never changes canonical operational data.
Requires attention cannot be hidden.
Only cards approved for the current Workspace and audience may be configured.
Hidden cards do not revoke access to underlying records.
A saved layout belongs to the appropriate User and Workspace context.
Reordering and visibility controls must remain keyboard-accessible.

Dependencies

Authenticated UserActive WorkspaceDashboard card registryPersonal layout preferencesPermission-filtered card availabilityPreference persistence

Known current limitations · 8 mapped

What is missing, broken or unverified

Future Spec 04 owns closure →

Save persistence, reload behavior and cross-device behavior were not tested.
There is no observed Restore defaults action.
No live dashboard preview appears inside the modal.
Width is limited to Half or Wide; full-width and more granular layouts are not available.
Reordering uses up/down controls rather than direct drag-and-drop; this is accessible but may be slow for larger card sets.
Role-level or Workspace-default layouts are not exposed in this personal editor.
Conflict handling when card availability changes after permissions or Provider category changes is unverified.
Mobile-specific card ordering and width behavior are unverified.

Future alignment

Required evolution

01Add Restore defaults and clear unsaved-change behavior.
02Define User-level, Workspace-default and role/category template precedence.
03Handle newly added, retired or permission-removed cards without corrupting preferences.
04Provide responsive meaning for widths while maintaining one saved preference model.
05Keep mandatory attention and security cards outside optional visibility control.

Current baseline

Acceptance record

The modal loads eight current dashboard cards.
Cards can be ordered with accessible boundary-aware controls.
Each card supports Half or Wide width.
Optional cards expose Visible; Requires attention exposes immutable Required.
Save and Cancel are available after layout loading.
Persistence is explicitly marked unverified because no user preference was changed during review.

Reverse-spec completeness

Documentation coverage

The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.

Purpose and user outcome

Documented

Roles and access

Documented

Routes and entry points

Documented

Page and component anatomy

Documented

Fields and displayed data

Documented

Primary actions

Documented

Forms and validation

Documented

States and transitions

Documented

Empty, loading and error states

Documented

Responsive behavior

Partial

Accessibility behavior

Partial

Activity and audit events

Partial

Data sources and persistence

Documented

Notifications and automation

Partial

Known defects and limitations

Documented

Reusable component dependencies

Documented

Future-spec conflicts

Partial

Visual and repository evidence

Deferred

Acceptance of current baseline

Documented