inter-hub/workplans/IHUB-WP-0021-personal-dashboard-implementation.md

id, type, title, domain, repo, status, owner, topic_slug, created, updated, phase, depends_on, related_docs, state_hub_workstream_id

id	type	title	domain	repo	status	owner	topic_slug	created	updated	phase	depends_on	related_docs	state_hub_workstream_id
IHUB-WP-0021	workplan	Personal Dashboard Implementation	inter_hub	inter-hub	ready	codex	inter_hub	2026-06-16	2026-06-16	13	IHUB-WP-0020	docs/research/personal-dashboard-current-state.md docs/prs/personal-dashboard-prs.md docs/fdd/personal-dashboard-fdd.md	79f72176-fb3f-4d59-9678-d42f5ff1e679

Personal Dashboard Implementation

Goal

Implement the personal dashboard framework designed in IHUB-WP-0020: a server-rendered authenticated landing page with persisted per-user panels, governed panel widget identity, default dashboard seeding, simple edit forms, and six first-slice panel renderers.

Inputs

• docs/research/personal-dashboard-current-state.md
• docs/prs/personal-dashboard-prs.md
• docs/fdd/personal-dashboard-fdd.md
• Existing dashboard surfaces in Web/Controller/Hubs.hs, Web/Controller/LearningDashboard.hs, Web/Controller/ApiDashboard.hs, Web/Controller/MarketplaceDashboard.hs, and federated governance controllers.

Constraints

• Keep implementation additive.
• Preserve public root/static routes.
• Do not refactor all existing dashboards.
• No client-side data fetching framework.
• No drag-and-drop layout in this workplan.
• Every saved dashboard panel must have stable Widget identity and render through widgetEnvelope.
• Bound every panel query.
• Cast aggregate COUNT(*) queries when decoding as Int, or decode as Int64.

Tasks

T01 - Add personal dashboard schema

id: IHUB-WP-0021-T01
status: todo
priority: high
state_hub_task_id: "bb7366a3-78ec-42d8-9f16-b7ed4979ec53"

Add the schema from the FDD:

• personal_dashboards
• dashboard_panel_types
• dashboard_panels

Implementation notes:

• Add an Application/Migration/<timestamp>-personal-dashboard-framework.sql migration.
• Update Application/Schema.sql consistently with the migration.
• Use panel_key, not key, on dashboard_panel_types.
• Include removed_at on dashboard_panels.
• Include indexes and layout CHECK constraints from the FDD.

Entry criteria:

• IHUB-WP-0020 is done.
• FDD exists and is reviewed enough for implementation.

Exit criteria:

• Schema files contain the three new tables and indexes.
• rg "personal_dashboards|dashboard_panel_types|dashboard_panels" Application finds the expected migration/schema entries.
• No existing table or route behavior is changed.

Verification:

• Run git diff --check.
• If the IHP dev environment is available, run the repo compile/schema check used by prior inter-hub workplans.

Rollback notes:

• Before production data exists, rollback is removing the migration/schema additions.
• After production data exists, rollback requires preserving linked widgets and interaction_events; do not delete panel widgets casually.

---

T02 - Seed panel types and framework panel vocabulary

id: IHUB-WP-0021-T02
status: todo
priority: high
depends_on: T01
state_hub_task_id: "d298eab2-736d-48ed-b6d4-84afa1604de9"

Add idempotent seed data for:

• framework hub with slug inter-hub and hub_kind = 'framework' if absent;
• active widget type panel if absent;
• six first-slice dashboard_panel_types:
  • watched-hubs
  • recent-interactions
  • triage-queue
  • recent-decisions
  • hub-health
  • learning-digest

Entry criteria:

• T01 schema exists.

Exit criteria:

• Seed SQL or helper is idempotent.
• Re-running seeds does not create duplicate framework hubs, widget types, or panel types.
• Default configs match the FDD.

Verification:

• Inspect seed SQL for ON CONFLICT DO NOTHING or equivalent idempotency.
• If DB is available, run a local seed twice and confirm row counts stay stable.

Rollback notes:

• Panel type seed rows are additive. If rollback is needed before use, remove only the new dashboard panel type rows and any framework hub created solely for this feature.

---

T03 - Add controller skeleton, routes, and default dashboard helper

id: IHUB-WP-0021-T03
status: todo
priority: high
depends_on: T02
state_hub_task_id: "8a171c71-3762-46c7-88d7-10ffb87fc78a"

Add:

• PersonalDashboardsController to Web/Types.hs;
• Web/Controller/PersonalDashboards.hs;
• Web/View/PersonalDashboards/Show.hs;
• Web/View/PersonalDashboards/Edit.hs placeholder or minimal views;
• route registration in Web/Routes.hs;
• controller import and parser registration in Web/FrontController.hs;
• helper module Application/Helper/PersonalDashboard.hs.

Implement:

• ensureDefaultDashboard :: User -> IO PersonalDashboard;
• dashboard lookup scoped to current user;
• idempotent default seeding with six panel rows;
• linked Widget creation for each seeded panel;
• initial WidgetVersion creation for panel widgets.

Entry criteria:

• T01/T02 complete.

Exit criteria:

• Authenticated user can hit PersonalDashboardAction.
• First visit creates a default dashboard with six active panels.
• A second visit does not duplicate panels.
• Controller denies unauthenticated access through ensureIsUser.

Verification:

• Compile if environment is available.
• Add or run focused helper tests if existing test harness supports it.

Rollback notes:

• Remove route/controller/helper additions if skeleton must be reverted.
• Keep seeded widgets/events if any user interactions already happened.

---

T04 - Implement first three panel view models/renderers

id: IHUB-WP-0021-T04
status: todo
priority: high
depends_on: T03
state_hub_task_id: "012dcd2a-d3e0-48ba-966b-f4c7afa51dad"

Implement typed config decoding and view-model builders for:

• watched-hubs
• recent-interactions
• triage-queue

Requirements:

• Query from controller/helper, not from HSX views.
• Clamp configured limits.
• Apply optional hub filters.
• Render empty states.
• Include source links:
  • watched hub rows link to ShowHubAction;
  • recent interaction rows link to widget or hub context where available;
  • triage rows link to ShowRequirementCandidateAction.

Entry criteria:

• T03 controller/helper skeleton exists.

Exit criteria:

• The three panels render in the dashboard show action.
• Invalid config falls back to defaults and records a warning in the panel view model.
• Queries are bounded.

Verification:

• Compile if environment is available.
• Manual smoke with empty DB and seeded fixture data if possible.

Rollback notes:

• Renderer additions are isolated to helper/view modules and can be reverted without dropping schema.

---

T05 - Implement dashboard show view and responsive grid

id: IHUB-WP-0021-T05
status: todo
priority: high
depends_on: T04
state_hub_task_id: "b4c4de39-147b-45a0-954d-9bafad4aafa1"

Build the dashboard show view:

• title and edit link;
• responsive grid;
• panel cards using row/col/span config;
• panel title fallback to panel type label;
• warning display for invalid config or unsupported panel;
• source link area;
• widgetEnvelope around every panel.

Implementation notes:

• Use current Tailwind and HSX conventions.
• Add a small CSS helper in static/app.css only if needed for responsive collapse.
• Keep text compact and operational.

Entry criteria:

• At least three panel view models exist.

Exit criteria:

• Seeded dashboard is usable as an authenticated landing surface.
• Panels do not overlap at desktop or narrow widths.
• Panel layout persists in the order defined by row, col, and sort_order.

Verification:

• Compile if environment is available.
• Browser/manual smoke if a dev server is running.

Rollback notes:

• Show view changes can be reverted independently of schema/controller work.

---

T06 - Implement remaining first-slice panel view models/renderers

id: IHUB-WP-0021-T06
status: todo
priority: high
depends_on: T05
state_hub_task_id: "8d0bd046-17b3-48d9-a945-8b2e9c001123"

Implement:

• recent-decisions
• hub-health
• learning-digest

Requirements:

• Recent decisions: bounded by time range and limit; link to ShowDecisionRecordAction.
• Hub health: latest snapshot per hub plus active bottleneck count; use aggregate count casting or Int64.
• Learning digest: recent learning_insights and institutional_knowledge_entries; link to knowledge entries where possible.

Entry criteria:

• T05 show view can render panel view models.

Exit criteria:

• All six first-slice panels render.
• All panel queries are bounded.
• Empty states are sane for all six panels.

Verification:

• Compile if environment is available.
• git diff --check.

Rollback notes:

• Each renderer should be separable so a single broken panel can be reverted without removing the framework.

---

T07 - Implement edit flow

id: IHUB-WP-0021-T07
status: todo
priority: high
depends_on: T06
state_hub_task_id: "51a72b56-5c23-4baa-892f-4ab89fd8495c"

Implement:

• EditPersonalDashboardAction;
• UpdatePersonalDashboardAction;
• AddDashboardPanelAction;
• UpdateDashboardPanelAction;
• RemoveDashboardPanelAction.

Edit view capabilities:

• show existing panels in layout order;
• edit row, col, col span, row span, title, and sort order;
• edit supported config fields such as limit, time range, display mode, and hub filter;
• add active panel type;
• remove panel.

Entry criteria:

• All six panels render on show view.

Exit criteria:

• User can modify layout and config through server-rendered forms.
• User can add a panel and remove a panel.
• Invalid layout/config re-renders edit view with an error.
• A user cannot edit another user's dashboard/panel.

Verification:

• Manual edit smoke.
• Focused authorization/config tests if available.

Rollback notes:

• If edit flow is unstable, keep show-only dashboard and disable edit links until fixed.

---

T08 - Complete governed panel widget lifecycle

id: IHUB-WP-0021-T08
status: todo
priority: high
depends_on: T07
state_hub_task_id: "ca70b76d-766f-4e6e-84f1-19943c0a347c"

Harden widget lifecycle behavior:

• create panel widget on panel add/seed;
• create initial WidgetVersion snapshot;
• create a new WidgetVersion snapshot when material panel config changes;
• render every panel through widgetEnvelope;
• preserve annotations/events when panels are removed;
• archive/deprecate linked widget on panel removal.

Entry criteria:

• Edit flow can add/remove/update panels.

Exit criteria:

• Every active dashboard panel has a linked active Widget.
• Every linked widget has non-empty view_context.
• Annotate link opens the existing widget annotation flow.
• Removing a panel does not delete widget history.

Verification:

• Manual smoke: add panel, annotate panel, remove panel, confirm widget/event history is not deleted.
• Inspect generated HTML for expected data-widget-* attributes.

Rollback notes:

• Do not delete existing widgets, annotations, or interaction_events. Disable dashboard rendering if needed while preserving history.

---

T09 - Redirect login and add navigation

id: IHUB-WP-0021-T09
status: todo
priority: medium
depends_on: T08
state_hub_task_id: "2fd1041b-9135-49e4-a9d1-e5d0b67d8fd7"

Update:

• Web/Controller/Sessions.hs to redirect successful login to PersonalDashboardAction;
• Web/FrontController.hs sidebar to include Dashboard;
• any relevant public page management links only if they should point to the dashboard rather than Hubs.

Do not change:

• public root route;
• LandingAction;
• capabilities/tutorial/extension guide pages;
• HubsAction availability.

Entry criteria:

• Dashboard show route is stable and governed panel lifecycle is complete.

Exit criteria:

• Successful login lands on personal dashboard.
• Hubs remain reachable from sidebar.
• Public pages still render without login.

Verification:

• Manual login smoke.
• Route smoke for /, Hubs, dashboard, Learning, API Dashboard, Marketplace.

Rollback notes:

• If dashboard redirect fails, revert only the login redirect and keep dashboard accessible from sidebar.

---

T10 - Add AutoRefresh and query hardening pass

id: IHUB-WP-0021-T10
status: todo
priority: medium
depends_on: T09
state_hub_task_id: "e19c06e7-ec95-40ca-8087-df669b575f86"

Wrap PersonalDashboardAction in autoRefresh do and audit all six panel queries:

• every query is bounded;
• optional hub filter is applied before broad fetches where practical;
• aggregate counts decode safely;
• no secrets are selected or displayed;
• dashboard refresh remains acceptable with default seed data.

Entry criteria:

• Dashboard route, renderers, edit flow, and login redirect exist.

Exit criteria:

• Dashboard updates using existing IHP AutoRefresh behavior.
• Query review notes are either captured in code comments or tests where useful.
• No known COUNT(*) as Int decode hazard remains in dashboard code.

Verification:

• Compile if environment is available.
• Manual refresh smoke by adding an interaction/candidate and observing the dashboard update, when a dev DB is available.

Rollback notes:

• Remove autoRefresh wrapper if it causes unacceptable behavior; keep static dashboard route.

---

T11 - Add focused tests

id: IHUB-WP-0021-T11
status: todo
priority: medium
depends_on: T10
state_hub_task_id: "32b4f55e-ede6-4830-a171-b0785afe88e1"

Add focused tests where the current harness supports them:

• default dashboard seeding is idempotent;
• seeded dashboard has six active panels;
• each active panel has linked widget identity;
• config decoder clamps limits and rejects unknown values safely;
• remove action soft-removes panel and archives widget;
• users cannot edit another user's dashboard;
• aggregate counts in dashboard helpers decode safely.

Entry criteria:

• T10 implementation is stable enough to test.

Exit criteria:

• Relevant test files exist or a documented reason explains why the current harness cannot cover a case.
• Tests pass where runnable in the local environment.

Verification:

• Run available test command.
• If unavailable, record exact blocker in this workplan before closing T11.

Rollback notes:

• Do not weaken production behavior to satisfy a brittle test; adjust the test to match the intended FDD contract.

---

T12 - Manual smoke and closeout

id: IHUB-WP-0021-T12
status: todo
priority: high
depends_on: T11
state_hub_task_id: "8c6648ae-d33e-48f6-9d56-ee557f367d80"

Run a manual smoke pass:

1. Log in as an existing admin user.
2. Confirm redirect lands on personal dashboard.
3. Confirm all six seeded panels render.
4. Click source links from watched hubs, triage queue, and learning digest.
5. Open Annotate for one panel.
6. Edit layout and save.
7. Sign out/in and confirm layout persists.
8. Add and remove a panel.
9. Confirm Hubs, Hub show, Ops Review, Federation, Learning, API Dashboard, Hub Registry, and Marketplace still load.
10. Run git diff --check.

Entry criteria:

• T01 through T11 complete or have explicit accepted caveats.

Exit criteria:

• Smoke evidence is recorded in this workplan or a short docs/evidence note.
• WP-0021 tasks reflect final status.
• State Hub progress note is logged.
• Operator is reminded to run make fix-consistency REPO=inter-hub from ~/state-hub after workplan/status changes.

Rollback notes:

• If smoke fails after login redirect, first rollback is reverting the login redirect while keeping dashboard route available for debugging.

Workplan Exit Criteria

• Personal dashboard schema, seeds, controller, views, helper, and route are implemented.
• Successful login reaches the personal dashboard.
• Default dashboard seeding is idempotent.
• Six first-slice panels render with bounded queries.
• Panel edit flow works.
• Every panel has governed widget identity.
• Existing source dashboards remain functional.
• Checks/smoke evidence is recorded.