Screen Flows — Dashboard App
Screen IDs reference screens-dashboard.md. Auth flows are in screen-flows-auth.md.
Status: Flows for D1–D13 are [Live]. Flows for planned screens (Campaigns, Approvals, Agent config, Skills, etc.) are [To Build] — see screens-dashboard.md Part 2. Knowledge Base flows are [To Build] — see screen-flows-knowledge-base.md.
Note on calendar/stack view: D6 Activities shows “Stack/group view — planned” and “Calendar view — planned” in the view toggle. These are [To Build].
1. Global Navigation
These paths are available from every authenticated screen.
1.1 Sidebar
Note: /settings/context permanently redirects to /context.
1.2 Top Bar
2. Screen-Level Flows
2.1 Home — D1
2.2 Strategy — D2
Status: [Live] — full MarkdownRenderer + approve/revise flow
2.2b Deliverable Plan — D2b
Status: [Live]
2.3 Goals — D3
Status: [Live]
2.3b Archived Goals — D3b
Status: [Live]
2.4 Leads & Outcomes — D4
2.5 Deliverables — D5
2.6 Activities — D6
2.7 Channels — D7
2.7b Channel Detail — D7b
2.8 Reports — D8 / D9
2.9 Business Info / Vault — D10
Route: /client-info
Tabs: Overview · Documents · Brand Voice · Brand Assets · Competitors · Subscriptions · Invoices · Preferences
Brand Assets tab — Refresh from website:
Button sits in the Brand Colours section header. On click: checks DB for crawled color/font data. If found, merges into form (fills empty fields only — never overwrites manual values). If nothing in DB, automatically queues a re-crawl and shows “Crawl queued — hit Refresh again when done.” Server actions: getBrandAssetsFromCrawl(), triggerBrandCrawl() in apps/dashboard/src/app/(dashboard)/client-info/actions.ts.
2.10 Users — D11
2.11 Chat — D12
2.12 Profile Settings — D13
3. Knowledge Base — KB Screens
Knowledge Base lives under Settings. See screen-flows-knowledge-base.md for its dedicated flows.
Entry point from sidebar: Settings → Knowledge Base → /settings/knowledge-base
4. Full Navigation Map
5. Slide-Over Panel Reference
| Parent screen | Trigger | Panel name | Tabs |
|---|---|---|---|
| D4 — Leads | Click any row | Lead Details | Details · Messages · Timeline |
| D4 — Leads (filter) | Filter icon in header | Filter Leads | — |
| D6 — Activities | Click any row | Activity Details | Details · Timeline |
| D6 — Activities (filter) | Filter icon in toolbar | Filter Activities | — |
| D11 — Users | Click any row | User Details | (single panel) |
| D10 — Invoices | Click invoice row | Invoice Detail | (single panel) |
6. Modal Reference
| Trigger | Modal | Outcome |
|---|---|---|
| Post-login (multi-tenant user) | Tenant Selection | Redirects to /dashboard with selected tenant |
| Sidebar “Switch tenant” link | Tenant Selection | Reloads page under selected tenant |
| Channel ⋯ → Disconnect | Disconnect confirmation | Disconnects channel; card moves to “Yet to connect” |
| Channel ⋯ → Delete | Delete confirmation (red) | Removes channel record permanently |
7. External Handoffs
| From | Action | External destination |
|---|---|---|
| D7 — Channels | Connect button (Yet to connect tab) | OAuth provider (Google, Meta, LinkedIn, etc.) |
| A1 — Login | Social login buttons | Google / Microsoft / LinkedIn OAuth |
| D9 — Report Detail | Links within report (if any) | External URLs (e.g. Google Analytics) |