hackforla / hackforla/HomeUniteUs

Product: Section 2 | Coordinator: Inline Dropdown to Assign & Reassign Coordinators Easily from Dashboard

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#889 1 comment 0 reactions 0 assignees View on GitHub
Complexity: Small draft p-Feature: Dashboard Coordinator Ready for: Product Team Member Role: PM size: 1pt
Dominant language
Python
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45
Forks
22
Avg merge
15d 1h
Merged PRs (30d)
1

Description

## Review and align to Product Issue Template. Once completed, move to the "action items" section

### Overview
The Coordinator Dashboard is the central workspace for managing guest and host applications.
Coordinators currently cannot assign or reassign cases without navigating away from the dashboard.

### User Story
As a Coordinator, I want to assign and reassign applications directly from the dashboard, so that each application has a clear owner and follow-ups are not lost.

### High-Level Approach
1. Add an inline dropdown in the "Coordinator" column to allow direct assignment.
2. Ensure that assignments update in real-time without requiring a page reload.

### Acceptance Criteria

- [ ] Clicking the "Coordinator" field opens a dropdown with available coordinators.
- [ ] Selecting a coordinator immediately updates the assignment.
- [ ] Assignments update without refreshing the page.

### If Approved
The following sub-issues (handoff issues) will be created to be shared with design and engineering:
Enable Inline Assignment for Coordinators in Dashboard (1pt, 4-6 hours)

### Resources/Instructions
**Considerations**
Ensure role-based permissions so that only authorized coordinators can assign cases.
See #891 under New Issue Approval for automatic assignment feature when coordinator sends a referral link or email.
See #892 for Bulk Assignment

**Design**
Wireframes for inline assignment dropdown in the Coordinator column.
Ensure that selection does not interfere with bulk assignment functionality.
Provide interaction states (default, hover, selected)
Approx 1 pt 4-6 hrs

**Engineering**
Modify Coordinator column to support inline dropdown selection
API endpoint for fetching available Coordinators.
Implement real-time updates for assignments without page reload
Backend updates to support real-time assignment updates.
Ensure role-based permissions for assigning cases
Approx 2 pts (8-12 hrs)

Contributor guide

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