POD Governance
Ups & Downs Workflow · Priorities & Achievements · Reports — UI Mockup
🎨 HTML Mockup  ·  36 pages & subpages  ·  Every section deep-linked
🔄 Design Iteration v483 📅 3 Sep 2026 📜 Design History
Implementation status: Implemented in React web app Feature gap with open AzDO work item (dashed border + 🚧 corner + ticket link)
Authentication
🔑
Login / Magic Link
Passwordless sign-in. Enter a ValueLabs email → magic-link sent → one-click demo login.
Auth
🔐
Auth Verify
Magic-link token landing page — verifying spinner → success redirect or error with back-to-login. Toggle states via demo buttons.
Auth
🎉
Auth Activate
Invitation-link account activation — set display name form → success animation or missing-token error. Toggle states via demo buttons.
Auth
Entry & Navigation
🧭
Module Picker
Post-login hub — choose Ups & Downs, Priorities & Achievements, Reports, or the Admin Portal.
Hub
🏢
Project Selector
Pick an account before entering the Ups & Downs flow. Search, filter by POD, status + cycle badges.
Flow
🗓️
Project Timeline
Shared per-project event log for every role (except Admin). Post events visible up the reporting chain or to everyone; optionally draft them into Ups/Downs/Priorities/Achievements.
Collaborate
🤝
Meeting Notes AI
Upload any meeting transcript; AiDE (Fabric Token → Brownfield API) generates the MoM, mindmap & action items. Available to everyone — each meeting is visible to its participants (or everyone, if the owner chooses), with reminders and email/PDF reports. 🎥 Video upload and transcription are implemented (upload recording → Generate transcript → AiDE MoM pipeline).
AiDE 🚧 #2401 · diarization quality never evaluated
🩺
Health
Ask AiDE for a weekly or monthly project summary. AiDE reads the Project Timeline, the Meeting Notes AI outcomes of meetings linked to the project, and the Priorities & Achievements of associates mapped to it via the reporting graph — and returns a shareable narrative with an AiDE-scored momentum gauge, achievements grouped by associate, meeting outcomes, risks & highlights. Copy / PDF / email + optional scheduled delivery.
AiDE 🚧 #2403 · scheduled runs designed, not built
📥
My Work
Everything waiting on you across every module — cycles to review, submissions due, returned items, action items and meetings to finalize — on one page with jump-in links.
Hub
My Action Items
Every meeting action item assigned to you, in one place (impl→mockup sync of the shipped screen, #983/#987): KPI strip (open / overdue / closure rate), search, Pending-only toggle, due pills, Mark done. Design-forward: 🔗 project chip + filter, 🔁 series context, 🗓️ due-date calendar.
AiDE
Ups & Downs Workflow
📝
Project Lead
Step 1 — capture Ups & Downs per member, edit inline, attach files, submit to Project Manager.
Step 1
🔍
Project Manager
Step 2 — review PL submissions, edit, add items, forward to Delivery SPOC or return for revision.
Step 2
📊
Delivery SPOC
Step 3 — consolidate across projects, edit/annotate, approve and forward to Sales / AM.
Step 3
🤝
Sales SPOC
Step 4 — add the commercial lens, edit items, approve and forward to the POD Owner.
Step 4
🎯
POD Owner
Step 5 — POD-level review and sign-off, edit/return as needed, forward to the Cluster Head.
Step 5
🏛️
Cluster Head
Step 6 — final read-only review, approval chain table, comment / return, and cycle close.
Step 6
👁️
PMO Observer
Read-only view of the full workflow — status, per-level approval chain, no edits or approvals.
Read-only
📂
Cycle History
Past review cycles — stats, status filter, Ups/Downs counts, drill into any closed cycle.
Archive
🔎
Cycle Detail
Read-only deep view of a single cycle — full Ups & Downs, approval chain, and audit trail.
Detail
Priorities & Achievements
🎯
Priorities & Achievements — Project Lead
Weekly resource-level priorities & achievements entry per member. Submit for review.
Weekly
Priorities & Achievements — Review
Manager review of weekly Priorities & Achievements submissions — comment, approve, or send back.
Review
🏛️
Priorities & Achievements — Cluster Head
CEO acknowledgement view of weekly priorities & achievements with team submission status.
CEO
📋
Priorities & Achievements — History
Read-only archive of past Priorities & Achievements weeks — week selector, submission-rate bar, per-member cards, status filter, PDF export.
Archive
Reports & Account
📈
Reports & Analytics
Org-wide read-only reporting — governance report, cycle status, trends, Priorities & Achievements completion, exports.
Reports
👤
My Profile
Self-service account page — personal details and Personal Access Tokens for MCP / API access.
Account
📖
MCP Setup Guide
Standalone integration guide — configure Claude Desktop / Claude Code with a Personal Access Token, MCP tools reference, troubleshooting. Linked from the in-app nav for all users.
Integration
🩺
System Status
Live health of the Website, API and MCP server across every environment (Production, Staging, QA, Development) — per-service status, latency, uptime and endpoints, with a “Checking…” state on every probe.
Operations 🚧 #2396 · uptime % + incident history
🔔
Notifications
In-app notification centre — day-bucketed activity feed, category filter (U&D / P&A / Digest / Timeline / Account), unread-only toggle, mark-all-read, load-more pagination.
Activity
What’s New
Recent improvements to POD Governance — release notes grouped by feature area, newest first.
Account
Help & Documentation
Searchable in-app help — Getting Started, Ups & Downs, P&A, Timeline, Reports, Audit Log, MCP Integration, Profile & Tokens, Admin Portal.
Account
Admin Portal · Management
⚙️
Admin Portal Home
Standalone admin app shell — opens on the People & Organisation hub. Use the cards below to jump straight to any section.
Admin
👥
People & Organisation
Unified hub — Users & Roles, Invitations, PODs, Projects, Reporting Lines & Org Hierarchy in one tabbed workspace (v323 consolidation of the former Projects / PODs / Users / Reporting sections).
Manage
🤝
Meeting Notes AI — Register
Metadata-only register of every meeting — owner, project, status (incl. 📄 Ready to process and ⏱ Stuck), access, action items; paged, filterable, CSV export; who has connected an AiDE token. Admins nudge, they do not open.
Manage
Admin Portal · Automation
Scheduler
Review-cycle schedules and the 10 automated reminders — triggers, roles, channels, on/off toggles.
Automation
📧
Email
One hub, two tabs — 📧 Templates (read-only: wording is authored in the codebase; rendered preview, test send, enable/disable) and ✉️ Delivery Log (every email sent — recipient, template, status, filterable + CSV).
Automation
Admin Portal · AI Integration & Reporting
🔑
MCP
One hub, two tabs — 🔑 Tokens (Personal Access Tokens for AI assistants: issue, scope, service accounts, one-time reveal, revoke) and 🤖 Activity Log (every token-authed call — identity, tool, status, duration, slow-call badge; CSV).
AI
🤖
AiDE
Read-only view of the model, endpoint and timeouts this deployment calls AiDE with, plus usage by run type (calls, failure rate, p50 latency) with a Refresh stamp.
AI 🚧 #2411 · list non-meeting AiDE runs
🪝
Webhooks
Outbound webhooks — subscriptions (target URL, events, signing secret, status, last delivery), one-time secret reveal with Copy, and the delivery log with success / failed filter.
AI
📊
Reports & Exports
Admin reporting — scheduled reports, on-demand exports (cycles, Priorities & Achievements, users, returns, trend, audit).
Reporting
📋
Audit Log
Append-only system audit trail — every governance action with actor, target, and timestamp.
Reporting
Admin Portal · System
⚙️
Settings
Runtime configuration as the API actually runs it — six read-only panels, secrets presence (never values), and an SMTP Test connection that runs the real handshake and shows the failure diagnostic when it fails. System Admin only.
System
Reference
📜
Design History
The design-iteration timeline — every mockup version with date, changes, and source files.
Timeline
📘
Solution Overview
Screen-by-screen reference for the whole solution — architecture, services, every screen with its role gating, and the MCP server’s surface (64 tools / 3 resources / 3 prompts). PAGES.md alongside is the same inventory for the mockup itself.
Reference
Open Backlog · All Areas
Every AzDO work item still open on 3 Sep 2026 — nine items. Four are pipeline / CI, one is a P&A diagnostic bug, and four are feature gaps that also mark their screen’s card above with the 🚧 ribbon. Every item links directly to its AzDO work item.
💚 Pipeline & CI
#2344 Committed Nightly pipeline is RED (first seen build 2025) — the standing nightly-red tracker 🐛 Bug
#2404 New E2E: six “account header renders” tests fail together (11-C-01..06, every workflow rung) — untracked nightly-red cluster 🐛 Bug
#2414 Committed API jest suite OOMs in CI at the 4 GB heap — an app-importing test file is now the margin (build 2062) 🐛 Bug
#2235 New Build agent disk is filling at ~0.5 pp/day — 96.87% used, roughly six days of headroom (needs VM access) 🐛 Bug
🎯 Priorities & Achievements
#2391 New P&A submit-block diagnostic is BLIND — it reads data.priorities but the API nests under items, so it has always printed 0/0/false 🐛 Bug
🩺 System Status
#2396 New StatusScreen: per-service uptime % and 7-day incident history — designed in #1164, never built 🚧 PBI
🤝 Meeting Notes AI
#2401 To Do Evaluate diarization label quality against a real recording — tune the clustering threshold (#2138 step 2, never done despite closure) 🚧 Task
🤖 AiDE
#2411 Committed Non-meeting AiDE runs are visible in NO UI — six run types write to aide_runs and nothing lists them (API landed; screen pending; #2403 prereq) 🚧 PBI
#2403 New Implement scheduled (unattended) AiDE runs — design complete, needs human decisions before coding (#1424 slice 7 / #1496) 🚧 PBI