🎨 wireframes

Story 6.2: Partner Meeting Coordination - Wireframe

Story: Epic 6, Story 5

Last updated: October 6, 2025 Reading time: 9 minutes File size: 15.13 KB

7. Partner Meeting Coordination

┌─────────────────────────────────────────────────────────────────────────────────────┐
│ ← Back                      Partner Meeting Hub                          [Calendar]  │
├─────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                       │
│  ┌──── UPCOMING PARTNER MEETINGS ──────────────────────────────────────────────────┐ │
│  │                                                                                  │ │
│  │  Q2 2025 Partner Planning Session                    April 15, 2025 • 14:00     │ │
│  │  Location: UBS Conference Center, Zurich            Your Status: ✓ Confirmed    │ │
│  │                                                                                  │ │
│  │  ┌────────────────────────────────────────────────────────────────────────────┐ │ │
│  │  │ AGENDA                                            PARTICIPANTS (12/15)      │ │ │
│  │  │                                                                             │ │ │
│  │  │ 14:00  Welcome & Q1 Review                       ✓ UBS (You)               │ │ │
│  │  │ 14:30  Topic Voting Results                      ✓ Swiss Re               │ │ │
│  │  │ 15:00  Budget Planning 2025/26                   ✓ Credit Suisse          │ │ │
│  │  │ 15:30  Coffee Break                              ✓ Swisscom               │ │ │
│  │  │ 15:45  Innovation Initiatives                    ✓ SBB                    │ │ │
│  │  │ 16:30  Event Calendar Review                     ✓ PostFinance            │ │ │
│  │  │ 17:00  Networking Apéro                          ? Zurich Insurance       │ │ │
│  │  │                                                   [View All]               │ │ │
│  │  └────────────────────────────────────────────────────────────────────────────┘ │ │
│  │                                                                                  │ │
│  │  Your Action Items:                          Meeting Materials:                 │ │
│  │  ☐ Submit topic votes (Due: Apr 10)         📎 Q1 Report.pdf                  │ │
│  │  ☐ Review budget proposal                   📎 2025 Calendar.xlsx             │ │
│  │  ☑ Confirm attendance                       📎 Topic Analysis.pptx            │ │
│  │                                                                                  │ │
│  │  [Add to Calendar] [View Materials] [Submit Questions] [Propose Agenda Item]    │ │
│  └──────────────────────────────────────────────────────────────────────────────────┘ │
│                                                                                       │
└─────────────────────────────────────────────────────────────────────────────────────┘

API Requirements

Initial Page Load APIs

Note: This wireframe has been updated to use the consolidated Partners API from Story 1.18 (109 → 20 endpoints, 82% reduction).

When the Partner Meeting Hub screen loads, the following APIs are called to provide the necessary data:

GET /api/v1/partners/{partnerId}/meetings?filter={“upcoming”:true}&page=1&limit=5
- Consolidates: Former /meetings/upcoming endpoint using standard filtering
- Query params: filter (JSON filter for upcoming meetings), page, limit, sort (-scheduledDate)
- Returns: List of upcoming partner meetings with dates, times, locations, meeting types, RSVP status
- Used for: Populate upcoming partner meetings section
- Consolidation Benefit: Standard filtering pattern consistent with other list endpoints
GET /api/v1/partners/{partnerId}/meetings/{meetingId}?include=agenda,participants,materials,actionItems
- Consolidates: Former separate calls for meeting details, action items, and materials
- Query params: include (comma-separated list of embedded resources)
- Returns: Complete meeting entity including agenda with times, participants with RSVP status, materials list, action items assigned to partner, meeting host
- Used for: Display all meeting information in single request
- Consolidation Benefit: Include parameter replaces 3 separate API calls with single request

Action APIs

Meeting RSVP & Attendance

PUT /api/v1/partners/{partnerId}/meetings/{meetingId}
- Consolidates: Former /meetings/{meetingId}/rsvp into standard update pattern
- Payload: { rsvpStatus: "confirmed|declined|tentative", attendees: [{ name, email, role }], dietaryRestrictions, specialRequests }
- Response: Updated meeting with RSVP status, calendar invite generated
- Used for: Confirm or update meeting attendance
- Consolidation Benefit: Standard PUT for resource updates instead of specialized RSVP endpoint
GET /api/v1/partners/{partnerId}/meetings/{meetingId}/calendar.ics
- Consolidates: Calendar export using resource representation with file extension
- Response: iCal file content for calendar integration
- Used for: Download meeting as calendar file
- Consolidation Benefit: RESTful file representation pattern

Meeting Materials & Preparation

GET /api/v1/partners/{partnerId}/meetings/{meetingId}/materials/{materialId}
- Consolidates: Former /materials/{materialId}/download using content negotiation
- Headers: Accept: application/octet-stream for download
- Returns: File content with download headers OR material metadata (JSON)
- Used for: Download or view individual meeting material
- Consolidation Benefit: Single endpoint serves both metadata and file download via content negotiation
POST /api/v1/partners/{partnerId}/meetings/{meetingId}/materials/export
- Consolidates: Former /materials/download-all using standard export pattern
- Payload: { format: "zip", materialIds: [] } (empty array = all materials)
- Response: Export task ID, zip archive URL when ready
- Used for: Download all or selected meeting materials as archive
- Consolidation Benefit: Consistent export pattern across platform
POST /api/v1/partners/{partnerId}/meetings/{meetingId}/materials
- Consolidates: Former /materials/upload using standard POST for creation
- Payload: File upload (multipart/form-data) with metadata
- Response: Created material ID, material object, upload confirmation
- Used for: Upload additional materials to share with meeting participants
- Consolidation Benefit: Standard RESTful POST pattern for creating materials

Questions & Discussion

POST /api/v1/partners/{partnerId}/meetings/{meetingId}/questions
- Consolidates: Simplified creation endpoint (removed /submit suffix)
- Payload: { question, relatedAgendaItem, anonymous: boolean }
- Response: Created question ID, confirmation
- Consolidation Benefit: Standard RESTful POST pattern
GET /api/v1/partners/{partnerId}/meetings/{meetingId}/questions?filter={}
- Maintains standard list endpoint with filtering
- Returns: List of submitted questions, answers if available
- Consolidation Benefit: Standard filtering for own vs. all questions

Agenda Management (Embedded in Meeting Resource)

POST /api/v1/partners/{partnerId}/meetings/{meetingId}/agenda
- Consolidates: Former /agenda/propose simplified
- Payload: { title, description, estimatedDuration, priority: "high|medium|low", supportingMaterials: [] }
- Response: Proposal ID, review status
- Consolidation Benefit: Standard sub-resource creation pattern
GET /api/v1/partners/{partnerId}/meetings/{meetingId}/agenda?status=proposed
- Consolidates: Former separate proposals endpoint
- Returns: Agenda items filtered by status (proposed, approved, completed)
- Consolidation Benefit: Standard filtering replaces specialized endpoint
PATCH /api/v1/partners/{partnerId}/meetings/{meetingId}/agenda/{itemId}
- Consolidates: Support voting via PATCH operation
- Payload: { supportedBy: ["partnerId"], supportCount: increment }
- Consolidation Benefit: Standard PATCH for partial updates

Action Items (Already in Meeting Include)

PATCH /api/v1/partners/{partnerId}/meetings/{meetingId}/action-items/{itemId}
- Consolidates: Status updates via PATCH
- Payload: { status: "completed|in-progress|blocked", notes, completionDate, evidence: fileUrl }
- Response: Updated action item
- Consolidation Benefit: Standard PATCH pattern; evidence included in same request

Meeting Scheduling & Requests

POST /api/v1/partners/{partnerId}/meetings
- Consolidates: Standard POST for creating meetings (includes requests)
- Payload: { type: "planning|review|strategic|ad-hoc", proposedDates: [], attendees: [], agenda, objectives, requestStatus: "pending" }
- Response: Created meeting ID, review status
- Consolidation Benefit: Single endpoint for both scheduled meetings and requests
GET /api/v1/partners/{partnerId}/meetings?filter={“scheduledDate”:{“$gte”:“2025-05-01”,“$lte”:“2025-05-31”}}
- Consolidates: Calendar functionality via date filtering
- Query params: filter (date range), view metadata
- Returns: Meetings within date range for calendar rendering
- Consolidation Benefit: Standard filtering eliminates specialized calendar endpoint

← Back button → Navigate back to Partner Analytics Dashboard
- Returns to main partner dashboard
[Calendar] button → Navigate to Meeting Calendar View
- Full calendar interface
- All partner meetings
- Meeting types color-coded
- Filter and search capabilities
Meeting title click → Navigate to Meeting Details Screen
- Comprehensive meeting information
- Full agenda with descriptions
- All participants
- Materials and resources
- Historical context
Agenda item click → Opens agenda item details modal
- Full description
- Supporting materials
- Presenter information
- Expected outcomes
- No screen navigation
Participant name click → Shows participant info tooltip
- Partner company
- Role/title
- RSVP status
- Contact information
- No screen navigation
[View All] participants button → Opens participants list modal
- Complete list of participants
- RSVP statuses
- Dietary restrictions (for organizer)
- Contact details
- No screen navigation
Action item checkbox → Toggles completion status
- Marks item as complete/incomplete
- Updates status via API
- Shows completion timestamp
- No screen navigation
Action item click → Opens action item details modal
- Full description
- Assignee information
- Due date
- Related materials
- Evidence upload option
- No screen navigation
Material file click → Triggers download
- Downloads document
- Opens in browser or saves locally
- No screen navigation
[Add to Calendar] button → Triggers calendar export
- Generates iCal file
- Downloads calendar invite
- Includes all meeting details
- No screen navigation
[View Materials] button → Navigate to Meeting Materials Library Screen
- All materials organized by topic
- Preview capabilities
- Batch download options
- Upload interface
[Submit Questions] button → Opens question submission modal
- Question form
- Agenda item selector
- Anonymous option
- Preview submitted questions
- No screen navigation after submit
[Propose Agenda Item] button → Navigate to Agenda Proposal Screen
- Agenda item form
- Duration estimation
- Supporting materials upload
- Priority selection

RSVP status indicator → Opens RSVP modification modal
- Change attendance status
- Update attendee list
- Add special requests
- No screen navigation after update
Meeting location link → Opens location details modal
- Full address
- Map integration
- Parking/directions
- Virtual meeting link if applicable
- No screen navigation

Meeting invitation received → Shows notification
- Meeting details preview
- Quick RSVP options
- Links to meeting details
- No automatic navigation
RSVP confirmed → Shows confirmation notification
- Calendar invite sent
- Confirmation email sent
- Action items reminder
- No automatic navigation
New agenda item proposed → Shows notification
- Proposed item preview
- Support/vote option
- Links to proposal details
- No automatic navigation
Question answered → Shows notification
- Answer preview
- Links to full Q&A
- Notification of who answered
- No automatic navigation
New material uploaded → Shows notification
- Material name and type
- Uploaded by information
- Download link
- No automatic navigation
Action item due date approaching → Shows reminder notification
- Days until due
- Action item description
- Quick status update option
- Links to action item details
Meeting materials available → Shows notification
- Materials ready for download
- List of new materials
- Download all option
- No automatic navigation
Meeting reminder (24 hours before) → Shows reminder notification
- Meeting time and location
- Action items status check
- Links to meeting details
Meeting starting soon (1 hour) → Shows urgent reminder
- Join virtual meeting link (if applicable)
- Last-minute material access
- Quick attendance confirmation
- No automatic navigation

Story 6.2: Partner Meeting Coordination - Wireframe

7. Partner Meeting Coordination

API Requirements

Initial Page Load APIs

Action APIs

Meeting RSVP & Attendance

Meeting Materials & Preparation

Questions & Discussion

Agenda Management (Embedded in Meeting Resource)

Action Items (Already in Meeting Include)

Meeting Scheduling & Requests

Navigation Map

Primary Navigation Actions

Secondary Navigation (Data Interactions)

Event-Driven Navigation

Table of Contents

Story 6.2: Partner Meeting Coordination - Wireframe

# 7. Partner Meeting Coordination

# API Requirements

# Initial Page Load APIs

# Action APIs

# Meeting RSVP & Attendance

# Meeting Materials & Preparation

# Questions & Discussion

# Agenda Management (Embedded in Meeting Resource)

# Action Items (Already in Meeting Include)

# Meeting Scheduling & Requests

# Navigation Map

# Primary Navigation Actions

# Secondary Navigation (Data Interactions)

# Event-Driven Navigation

Table of Contents

7. Partner Meeting Coordination

API Requirements

Initial Page Load APIs

Action APIs

Meeting RSVP & Attendance

Meeting Materials & Preparation

Questions & Discussion

Agenda Management (Embedded in Meeting Resource)

Action Items (Already in Meeting Include)

Meeting Scheduling & Requests

Navigation Map

Primary Navigation Actions

Secondary Navigation (Data Interactions)

Event-Driven Navigation