BC
Brad CodyAdministrator
Current productOverview and workspace operations
Reverse spec drafted

Workspace Overview dashboard

Role-aware starting point for attention, work, schedules, operations and Workspace activity.

Observed route/adminFuture Spec 04
Current maturityWorking Registry Administration dashboard
Evidence confidenceVerified
Last reviewedAugust 4, 2026
Visual evidenceDeferred during UI updates

Current-state summary

The live Overview is a permission-scoped operational dashboard for the active Workspace. After membership and Workspace resolution, it presents four summary metrics and eight operational cards covering attention, schedule, active Projects, approvals, tasks, commercial budgets, recent activity and Workspace readiness. The observed dashboard is for Proper Gallery in Registry Administration context and is not evidence of Designer, Provider or Client dashboard variants.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

ElementCurrent behaviorVerification
Utility headerWorkspace search, + New project opportunity, + Create, Help and Notifications appear above the dashboard.Verified live
Greeting and contextDisplays the current date, Good morning with the signed-in email, and Proper Gallery · Registry Administration.Verified live
Freshness and controlsDisplays Updated just now or elapsed freshness plus Customize and Refresh buttons.Verified live
Summary metricsShows Active Projects 1, My open tasks 0, Pending approvals 0 and At risk 0 with explanatory labels.Verified live
Requires attentionMandatory operating queue. Current empty state says nothing requires action and explains that critical, overdue and blocking work stays visible.Verified live
Today and upcomingLists dated tasks and milestones linked to the relevant Project.Verified live with three Rosedale Heritage entries
Active workShows a Project row with sequence, Project name, Client, primary phase, progress, health and link.Verified live for Rosedale Heritage / Ava Martin / design / 22% / On Track
Waiting and approvalsShows approval work when available. Current empty state says no approvals are waiting and protects internal drafts.Verified live
Tasks and dependenciesLists linked task name, Project, state, priority, due date and Project navigation.Verified live with two waiting tasks
Authorized Project budgetsShows permission-filtered commercial total by currency and Project count.Verified live: CAD 540,000 across one Project
Recent activityShows latest Workspace events with source record identifier and relative time.Verified live
Workspace readinessShows readiness, visibility, capacity and service-area configuration with a Workspace Profile link.Verified live

User journeys

Current flows

01

Load authorized dashboard

  1. Open /admin
  2. Render building/loading state
  3. Resolve User, Membership and active Workspace
  4. Load permission-scoped metrics and cards
  5. Show freshness timestamp and enabled actions
Observed result

Verified. Loading copy and disabled actions transition into the populated Registry Administration dashboard.

02

Open source work

  1. Review a schedule, Project or task row
  2. Select the row
  3. Navigate to /admin/projects/project-rosedale
Observed result

Verified from live link targets; final source-screen arrival was not re-tested in this pass.

03

Refresh dashboard

  1. Select Refresh
  2. Reload authorized card projections
  3. Update freshness label
Observed result

Control verified; refresh transaction was not invoked.

04

Resolve Workspace readiness

  1. Review setup state
  2. Select Review Workspace Profile
  3. Open /admin/settings/workspace-profile
Observed result

Verified link and destination.

State model

Current and expected states

Building dashboard

Shows Building your dashboard, Assembling your authorized Workspace view…, disabled Customize and Refreshing… controls.

Loaded

Shows populated metrics, cards, enabled Customize and Refresh, and a freshness label.

Attention empty

Shows Nothing requires your action with a durable explanation.

Approvals empty

Shows No approvals are waiting and states that only authorized decisions appear.

Populated schedule, Projects and tasks

Shows linked operational rows from Rosedale Heritage.

Workspace incomplete

Shows Setup Incomplete, Private, Not Configured capacity and unconfigured service areas.

Refresh in progress

Initial loading exposes Refreshing…; user-triggered refresh state not separately observed.

Error or partial-card failure

Not observed and current isolation behavior is unverified.

Product rules

Non-negotiable boundaries

  • Every metric and card must project canonical authorized records rather than storing a separate dashboard truth.
  • The active Membership controls which Projects, tasks, approvals, budgets and events appear.
  • Client, Provider and internal draft information must remain filtered for the current audience.
  • Financial cards require explicit permission and identify currency and calculation basis.
  • Requires attention remains visible even when empty or when the user customizes other cards.
  • A dashboard link never grants authority to its destination record.
Dependencies
Active Workspace and MembershipProjectsTasks and milestonesApprovals and decisionsProject budgetsActivity eventsWorkspace ProfileDashboard layout preferencesPermission service

Known current limitations · 8 mapped

What is missing, broken or unverified

Future Spec 04 owns closure →
  1. Only the Registry Administration dashboard has been verified; Designer, Provider and Client variants remain undocumented.
  2. Recent activity exposes raw event keys such as Workspace.Assisted Access.Ended and internal record identifiers, which are not human-friendly.
  3. The dashboard still displays the legacy Workspace name Proper Gallery.
  4. The greeting falls back to the email address instead of a completed preferred name.
  5. Messages, Proposals and Reports remain placeholder navigation even though dashboard work may depend on them.
  6. Card-level errors, stale data, offline operation and partial loading have not been observed.
  7. Metric and progress calculation formulas have not been traced to repository code.
  8. Mobile and tablet layouts remain unverified.

Future alignment

Required evolution

  • 01Create tested dashboard compositions for Designer Studios and every Provider category while reusing the same card framework.
  • 02Humanize Activity labels and source references without losing audit traceability.
  • 03Add clear card-level freshness, failure and retry behavior.
  • 04Ensure every attention item resolves to an accountable person, record and next action.
  • 05Use preferred User Profile name and current Design Registry Workspace branding.
  • 06Complete permission-controlled commercial, schedule and Provider operational cards defined by Spec 04.

Current baseline

Acceptance record

  • The loaded dashboard identifies date, user, Workspace, Workspace type and freshness.
  • Four summary metrics and eight operational cards are present.
  • Schedule, Project and task rows link to their source Project.
  • Empty attention and approval states are explicit.
  • Financial information states currency and Project basis.
  • Known raw activity labels, legacy naming and unverified role variants are documented.

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