HH/MY_DASHBOARD_IMPLEMENTATION_COMPLETE.md

My Dashboard Implementation - Complete

Overview

Successfully implemented a personalized "My Dashboard" page that displays all items assigned to the currently logged-in user across multiple modules in the PX360 system.

Features Implemented

1. View Implementation (apps/dashboard/views.py)

• Created my_dashboard() view that fetches all items assigned to the current user
• Implements pagination for each section (10 items per page)
• Filters by date range, status, and priority
• Modules supported:
  • Complaints (assigned_to field)
  • Inquiries (assigned_to field)
  • Observations (assigned_to field)
  • PX Actions (assigned_to field)
  • Tasks (assigned_to field)
  • Feedback (assigned_to field)

2. URL Configuration (apps/dashboard/urls.py)

• Added route: dashboard/my-dashboard/ named my_dashboard
• Properly namespaced under 'dashboard' app

3. Main Template (templates/dashboard/my_dashboard.html)

• Clean, modern interface matching existing PX360 design
• Tabbed interface with 6 sections:
  • Complaints
  • Inquiries
  • Observations
  • PX Actions
  • Tasks
  • Feedback
• Filters for each section:
  • Date range (Last 7 days, Last 30 days, Last 90 days, All time)
  • Status filter (based on module status choices)
  • Priority filter (for relevant modules)
• Search functionality for quick filtering
• Responsive design with Bootstrap 5
• Proper internationalization support

4. Partial Templates (templates/dashboard/partials/)

Created reusable partial templates for each module:

• complaints_table.html - Complaints assigned to user
• inquiries_table.html - Inquiries assigned to user
• observations_table.html - Observations assigned to user
• actions_table.html - PX Actions assigned to user
• tasks_table.html - Tasks assigned to user
• feedback_table.html - Feedback assigned to user

Each partial includes:

• Checkbox selection for bulk actions
• Key information display (ID, title, status, priority, dates)
• Color-coded badges for status and priority
• Direct links to detail and edit views
• Pagination controls
• Overdue item highlighting (where applicable)

5. Sidebar Navigation (templates/layouts/partials/sidebar.html)

• Added "My Dashboard" link after "Command Center"
• Icon: bi-person-workspace
• Active state highlighting
• Proper URL namespace usage

Key Features

Filtering and Search

• Date range filtering for each module
• Status-based filtering
• Priority filtering (where applicable)
• Real-time search functionality
• Filters persist across page changes

Pagination

• Independent pagination for each tab
• 10 items per page default
• Full pagination controls (first, previous, next, last)
• Item count display

Visual Indicators

• Color-coded status badges
• Color-coded priority badges
• Overdue item highlighting (red background)
• Escalation level badges for PX Actions
• Responsive design

User Experience

• Tabbed interface for easy navigation
• Bulk action buttons (placeholder for future functionality)
• Quick links to "View All" pages
• Direct links to detail and edit pages
• Empty state messages

Technical Details

Models Accessed

1. complaints.Complaint - Complaints assigned to user
2. complaints.Inquiry - Inquiries assigned to user
3. observations.Observation - Observations assigned to user
4. px_action_center.PXAction - PX Actions assigned to user
5. projects.Task - Tasks assigned to user
6. feedback.Feedback - Feedback assigned to user

Dependencies

• Django 4.2+
• Bootstrap 5
• Bootstrap Icons
• jQuery (for tab functionality)

Permissions

• Requires user to be authenticated (@login_required)
• No special permissions required beyond being logged in

Usage

Accessing the Dashboard

1. Log in to PX360
2. Click "My Dashboard" in the sidebar navigation
3. The dashboard displays all items assigned to you

Filtering Data

1. Select a tab to view a specific module
2. Use the date range dropdown to filter by time period
3. Use the status dropdown to filter by item status
4. Use the priority dropdown (where available) to filter by priority
5. Type in the search box to filter by title or content

Viewing Details

1. Click on any item title to view its detail page
2. Use the eye icon to view details
3. Use the pencil icon to edit the item

Future Enhancements

Potential improvements for future iterations:

1. Bulk action functionality (assign, change status, etc.)
2. Export functionality for each table
3. Charts and statistics on dashboard overview
4. Quick action buttons (mark complete, escalate, etc.)
5. Real-time notifications for new assignments
6. Customizable dashboard layout
7. Saved filters and search queries
8. Email digest of assigned items
9. Integration with calendar (due dates)
10. Performance optimization for large datasets

Testing

• System check passed with no issues
• All templates follow existing PX360 design patterns
• Proper internationalization support included
• Responsive design verified

Files Modified/Created

Created Files

1. apps/dashboard/views.py - Main view logic
2. templates/dashboard/my_dashboard.html - Main dashboard template
3. templates/dashboard/partials/complaints_table.html - Complaints table
4. templates/dashboard/partials/inquiries_table.html - Inquiries table
5. templates/dashboard/partials/observations_table.html - Observations table
6. templates/dashboard/partials/actions_table.html - PX Actions table
7. templates/dashboard/partials/tasks_table.html - Tasks table
8. templates/dashboard/partials/feedback_table.html - Feedback table

Modified Files

1. apps/dashboard/urls.py - Added my_dashboard route
2. templates/layouts/partials/sidebar.html - Added My Dashboard link

Conclusion

The "My Dashboard" feature is now fully implemented and ready for use. It provides a comprehensive view of all items assigned to the current user, with powerful filtering and search capabilities across multiple modules. The implementation follows existing PX360 patterns and integrates seamlessly with the current system.