hackforla / hackforla/HomeUniteUs
Section 2 | Coordinator: Dashboard - Table of Guests/Hosts
- Dominant language
- Python
- Stars
- 45
- Forks
- 22
- Avg merge
- 15d 1h
- Merged PRs (30d)
- 1
Description
### 🧩 Overview
We need to create a comprehensive table within the Coordinator Dashboard that displays all Guests and Hosts—along with their key details and relationship data—so that Coordinators can efficiently manage referrals, track progress, and ensure accurate support during the application lifecycle.
### 🧩 Objective
Deliver a responsive, searchable, and filterable table in the Coordinator Dashboard that displays accurate and up-to-date information about Guests and Hosts, including household relationships, onboarding stage, and status.
### 🔍 Context / Background
Host Home Handbook: Coordinators serve as central facilitators managing the lifecycle of both Guests and Hosts, including onboarding, interview, and training tracking. Project Brief Workflow: Coordinators manually record data, follow up with Guests, and coordinate between Hosts and Guests. A digital table will replace Google Sheets and manual systems.
- Current system uses dummy data; needs live connection to real Guest/Host records
- Table must include filtering, sorting, and notes; handle minors and household links
- Design mockups provided via Figma
- Dependencies: Coordinator Dashboard Endpoint (#651)
### 📌 Scope of Work
- Integrate backend to retrieve real Guest/Host data (not dummy data)
- Build UI table component displaying:
Name, Type (Guest/Host), Coordinator, Stage, Status, Notes, Household Members, Last Updated
- Implement functionality for:
Row expansion for household members
Sort and filter by all columns
Inline note-taking
Responsive layout for tablet/desktop use
- Handle minors under 18 as linked rows under primary Guest
- Support role-based data visibility
- Log table interactions for audit trail
- Sync with other onboarding modules
### 🧠 Problem Statement
Coordinators currently lack an efficient, real-time interface to view and manage all assigned Guests and Hosts. Without a centralized, sortable, and filterable table, tracking onboarding progress, relationship links, and support actions is time-consuming and prone to error—impacting the quality of service.
### 🙋 User Story
As a Coordinator,
I want to see a table of all Guests/Hosts (including linked household members),
So that I can manage and track their key details, statuses, and relationships efficiently.
### 🎯 Acceptance Criteria (Definition of Done)
- [ ] Coordinator is able to see a table of Guests/Hosts that have created an account
- [ ] Guests/Hosts are actual users who have signed up, not just dummy data
- [ ] NEW: If a Guest has a linked household member, a relationship icon or expandable row will indicate this. This mirrors what the Guest and Host teams are building (the week of 2/17/25)
- [ ] Table displays: Name, Type, Coordinator, Stage, Status, Notes, Household Members, Last Updated
- [ ] Coordinators can filter by any column
- [ ] Coordinators can sort by any column
- [ ] Coordinators can add/edit notes from the table
**The below criteria are to be discussed.**
- [ ] Row expansion for minors linked under primary Guest
- [ ] Household icons indicate linked individuals
- [ ] Filters allow multi-select and display currently active filters
- [ ] Responsive design supports both desktop and tablet
- [ ] Clicking on a name opens the full profile in a new tab or modal
- [ ] Backend supports real-time updates and sync with Coordinator assignment
- [ ] Activity log records data access and updates
- [ ] Table implementation follows design mockups approved in Figma
- [ ] Data handling complies with local privacy and confidentiality standards.
### 🖼 Design Notes (Preliminary)
Ready for design: Yes
- Use components from design system
- Follow table layout from Figma spec
- Include smart filters such as “Assigned to Me”
- Minor household links styled as expandable rows
- Use note icon/buttons with hover tooltips
### 🛑 Constraints / Risks / Workflow Dependency
- Dependency on Coordinator Dashboard Endpoint (#651) to serve actual data
- Need to enforce role-based access (only assigned records visible)
- Table must scale efficiently with large datasets
- Must comply with data privacy regulations (HIPAA/GDPR if applicable)
- Handling minors’ data requires careful UI/UX and backend flagging
- Data sync across user modules (e.g., Guest intake, Host matching) must be validated
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Assessment
This issue has not been assessed yet.