Project overview page with section cards and a getting-started prompt #26

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opened 2026-10-15 01:04:56 -04:00 by vmanne-poc · 0 comments

vmanne-poc commented

2026-10-15 01:04:56 -04:00

Owner

Today: opening a project lands on the contacts list.

Plan

New project overview page (/projects/:id). The contacts list moves to /projects/:id/contacts.
One card per section (Contacts, Segments, Campaigns, Templates, Forms, Senders). Each card shows a short description, a live figure (for example "128 active contacts" or "2 scheduled campaigns"), and a button that opens the section.
Getting-started prompt: while the project has no sender, a banner at the top explains that a sender (from name and address) is needed before anything can be sent, with a "Set up a sender" button. It could also prompt for the next steps (add contacts, write a first campaign) until each is done.
Use existing endpoints where possible (contacts count, senders, campaigns, segments). If a cheap per-project summary endpoint is needed, add GET /projects/:id/summary.
Postak's own visual design, not a copy of another product's layout or copy.

Done when

New projects show the prompt, and it disappears once a sender exists.
The figures match the data.
Old links to /projects/:id still work (they now open the overview).
Component tests cover the prompt states and the cards.

**Today:** opening a project lands on the contacts list. **Plan** - New **project overview** page (`/projects/:id`). The contacts list moves to `/projects/:id/contacts`. - One card per section (Contacts, Segments, Campaigns, Templates, Forms, Senders). Each card shows a short description, a live figure (for example "128 active contacts" or "2 scheduled campaigns"), and a button that opens the section. - **Getting-started prompt:** while the project has no sender, a banner at the top explains that a sender (from name and address) is needed before anything can be sent, with a "Set up a sender" button. It could also prompt for the next steps (add contacts, write a first campaign) until each is done. - Use existing endpoints where possible (contacts count, senders, campaigns, segments). If a cheap per-project summary endpoint is needed, add `GET /projects/:id/summary`. - Postak's own visual design, not a copy of another product's layout or copy. **Done when** - New projects show the prompt, and it disappears once a sender exists. - The figures match the data. - Old links to `/projects/:id` still work (they now open the overview). - Component tests cover the prompt states and the cards.

vmanne-poc added this to the Phase 9.5: Project workspace UI milestone

2026-10-15 01:04:56 -04:00

vmanne-poc added the

feature

label

2026-10-15 01:04:56 -04:00

vmanne-poc referenced this issue from a commit

2026-10-15 07:43:31 -04:00

Project rename and summary endpoints; administrator system info

vmanne-poc referenced this issue from a commit

2026-10-15 07:43:31 -04:00

Project workspace UI: sidebar, overview, settings, system info