Story 6.3: Partner Detail Screen - Wireframe

Story: Story 2.8 (Epic 2) - Partner Management Frontend

Last updated: November 13, 2025 Reading time: 35 minutes File size: 65.2 KB

Implementation Scope:

  • โœ… Story 2.7 (Epic 2): Partner Coordination Service Foundation (backend APIs)
    • Partner CRUD with meaningful IDs (companyName)
    • Contact Management (stores username)
    • Topic Voting & Suggestions
    • Basic Meeting coordination
  • ๐Ÿ“ Story 2.8 (Epic 2): Partner Management Frontend (THIS WIREFRAME)
    • Organizer UI for partner detail view with tabbed interface
    • Contact management UI
    • Read-only topic voting and meeting display
    • Notes system for organizer tracking
  • ๐Ÿ“ฆ Epic 8 (Deferred to Phase 2): Advanced Partner Portal Features
    • Engagement score calculation & analytics dashboard (Story 6.1)
    • Interactive topic voting interface (Story 6.4)
    • Full meeting coordination with RSVP and materials (Story 6.2)

IMPORTANT (ADR-003 Compliance):

  • All API endpoints use {companyName} (meaningful ID), NOT {partnerId} (UUID)
  • Contact endpoints use {username} (meaningful ID), NOT {contactId} or {userId} (UUID)
  • Example: GET /api/v1/partners/GoogleZH (NOT /api/v1/partners/{uuid})

Visual Wireframe

โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”
โ”‚ โ† Back to Partner Directory         Partner Profile                 [Edit Partner] โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ PARTNER HEADER โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”  ๐Ÿ† STRATEGIC PARTNER                                        โ”‚   โ”‚
โ”‚  โ”‚  โ”‚ Logo   โ”‚  TechCorp AG (GoogleZH)           Engagement: โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ 92%   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚        โ”‚                                                               โ”‚   โ”‚
โ”‚  โ”‚  โ”‚ [150px]โ”‚  ๐Ÿข Software & IT Services                                   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚        โ”‚  ๐ŸŒ www.techcorp.ch                                           โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜  ๐Ÿ“ Zurich, Switzerland                                      โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  [๐Ÿ“ง Send Email] [๐Ÿ“… Schedule Meeting] [๐Ÿ“Š View Analytics] [๐Ÿ“ Add Note] โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ QUICK STATS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”    โ”‚
โ”‚  โ”‚                                                                          โ”‚    โ”‚
โ”‚  โ”‚  Partner Since        Events Attended       Active Votes    Meetings    โ”‚    โ”‚
โ”‚  โ”‚  โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€        โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€     โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€    โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€    โ”‚    โ”‚
โ”‚  โ”‚  January 2022              24                  5              12        โ”‚    โ”‚
โ”‚  โ”‚  (3 years)                 (last: Spring 25)  (topics)       (seasonal) โ”‚    โ”‚
โ”‚  โ”‚                                                                          โ”‚    โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ TABS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  [Overview] [Contacts] [Meetings] [Activity] [Notes] [Settings]         โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ OVERVIEW TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ PARTNERSHIP DETAILS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ฌโ”€โ”€ ENGAGEMENT METRICS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                  โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Partnership Tier: ๐Ÿ† Strategic โ”‚  Overall Score: 92% (Excellent)โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Tier Start Date: Jan 1, 2024   โ”‚  โš ๏ธ Epic 8 Feature             โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Previous Tier: ๐Ÿ’Ž Platinum     โ”‚  Score Breakdown:              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                  โ”‚  โ€ข Event Attendance: โ–ˆโ–ˆโ–ˆโ–ˆโ–‘ 85% โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Benefits:                       โ”‚  โ€ข Topic Voting: โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ 95%    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โœ“ Logo placement on website    โ”‚  โ€ข Meeting Participation: 100%โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โœ“ Newsletter mentions          โ”‚  โ€ข Content Interaction: โ–ˆโ–ˆโ–ˆโ–‘ 75%โ”‚  โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โœ“ Priority event access        โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โœ“ Quarterly strategic meetings โ”‚  Trend: โ†— +8% (last quarter)  โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โœ“ ROI analytics dashboard      โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                  โ”‚  [View Full Analytics โ†’]      โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Swiss UID: CHE-123.456.789     โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Tax Status: โœ“ Verified         โ”‚  โš ๏ธ Low engagement alert for  โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                  โ”‚     content interaction        โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Change Tier]                   โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                  โ”‚                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ดโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ RECENT ACTIVITY โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“Š Last Event: Spring 2025 BATbern (March 15, 2025)             โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข 15 employees attended (85% of invited)                      โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข 12 session registrations                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข 8 content downloads post-event                              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ—ณ๏ธ Active Topic Votes: 5 votes cast                             โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Cloud Migration Strategies (Priority: High)                 โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข AI in Business Operations (Priority: High)                  โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Cybersecurity Best Practices (Priority: Medium)             โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข DevOps & CI/CD Pipelines (Priority: Medium)                 โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Blockchain Applications (Priority: Low)                     โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“… Next Meeting: May 20, 2025 (14:00 - 16:00)                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Type: Spring Strategic Planning                             โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Location: BATbern Headquarters                              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     โ€ข Status: Confirmed (RSVP: Maria Schmidt)                     โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [View All Activity โ†’]                                            โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ EMPLOYEES โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Total Employees in System: 42                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Active Event Participants: 28 (67%)                              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Top Attendees:                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โ€ข Maria Schmidt (CTO) - 18 events                                โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โ€ข Thomas Weber (Lead Developer) - 15 events                      โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  โ€ข Anna Mรผller (Product Manager) - 12 events                      โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [View All Employees โ†’]                                           โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ CONTACTS TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ PRIMARY CONTACT โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ‘ค Maria Schmidt                                                โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Title: Chief Technology Officer (CTO)                        โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     ๐Ÿ“ง Email: m.schmidt@techcorp.ch                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     ๐Ÿ“ฑ Phone: +41 44 123 45 67                                   โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     ๐Ÿ’ผ LinkedIn: linkedin.com/in/maria-schmidt                   โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Preferred Contact Method: Email                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Language: German, English                                    โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
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โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
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โ”‚  โ”‚                                                                           โ”‚   โ”‚
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โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ‘ค Peter Mรผller - CFO                                          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     ๐Ÿ“ง p.mueller@techcorp.ch  |  ๐Ÿ“ฑ +41 44 123 45 68           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Role: Budget & Sponsorship Decisions                         โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ‘ค Anna Weber - HR Manager                                     โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     ๐Ÿ“ง a.weber@techcorp.ch  |  ๐Ÿ“ฑ +41 44 123 45 69              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Role: Employee Registration & Attendance                     โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
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โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
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โ”‚  โ”‚                                                                           โ”‚   โ”‚
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โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
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โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Preferred Language: German                                      โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Time Zone: Europe/Zurich (CET)                                 โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ MEETINGS TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ UPCOMING MEETINGS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“… May 20, 2025 (14:00 - 16:00)                                โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Spring Strategic Planning Meeting                            โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Location: BATbern HQ, Conference Room A                     โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Attendees: Maria Schmidt, Peter Mรผller (Confirmed)          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Agenda: Q2 topic voting results, Fall event planning        โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [View Agenda] [Edit Meeting] [Send Reminder]                โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“… November 15, 2025 (14:00 - 16:00)                           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Fall Strategic Planning Meeting                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Status: Scheduled (RSVP Pending)                             โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [View Details] [Reschedule]                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ MEETING HISTORY โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“… November 18, 2024 (14:00 - 16:00) - Completed               โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Fall Strategic Planning Meeting                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Attendees: Maria Schmidt, Peter Mรผller, Anna Weber          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Minutes: โœ“ Available  |  Action Items: 3 completed          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [View Minutes] [View Action Items]                           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“… May 15, 2024 (14:00 - 16:00) - Completed                    โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Spring Strategic Planning Meeting                            โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Attendees: Maria Schmidt, Thomas Klein                       โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Minutes: โœ“ Available  |  Action Items: 5 completed          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [View Minutes] [View Action Items]                           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Load More Meetings โ†“] (10 more)                               โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  [+ Schedule New Meeting]                                                 โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ ACTIVITY TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  Filters: [All Activity โท] [Date Range โท] [Activity Type โท]              โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ ACTIVITY TIMELINE โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ—ณ๏ธ March 18, 2025 - Topic Voting                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Voted on 5 topics for Fall 2025 event                       โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Top Priority: "Cloud Migration Strategies"                   โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“Š March 15, 2025 - Event Attendance                           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Spring 2025 BATbern: 15 employees attended                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Sessions: Cloud Computing, DevOps, AI in Business            โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“ง March 1, 2025 - Email Communication                         โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Organizer: Sent event invitation to Maria Schmidt            โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Subject: "Spring 2025 BATbern - Registration Open"          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Status: โœ“ Opened, โœ“ Clicked                                 โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“ February 20, 2025 - Note Added                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Organizer: Discussed potential sponsorship increase          โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Added by: John Organizer                                     โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐ŸŽฏ January 10, 2025 - Tier Upgraded                            โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Tier changed from ๐Ÿฅ‡ Gold โ†’ โญ Premium                       โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     Reason: Increased sponsorship and engagement                 โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Load More Activity โ†“] (25 more)                               โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ NOTES TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  [+ Add New Note]                                                         โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ RECENT NOTES โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“ February 20, 2025 by John Organizer                          โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     "Discussed potential sponsorship tier upgrade with Maria.    โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚      Very positive about Premium benefits, especially ROI        โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚      analytics. Follow up in Q2 2025."                           โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [Edit] [Delete]                                              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  ๐Ÿ“ November 20, 2024 by Sarah Coordinator                       โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     "Partner very engaged in topic voting. Strong interest in   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚      cloud and AI topics. Great attendance at Fall meeting."     โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚     [Edit] [Delete]                                              โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Load More Notes โ†“] (8 more)                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                   โ”‚   โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ”‚  โ”Œโ”€โ”€โ”€โ”€ SETTINGS TAB โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โš ๏ธ This tab is only visible to organizers                               โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ PARTNERSHIP MANAGEMENT โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Partnership Status: โ— Active                                    โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Deactivate Partnership] [End Partnership]                      โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Partnership Tier: โญ Premium                                    โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Change Tier] โ†’ Opens tier selection modal                     โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Renewal Date: January 1, 2026                                   โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Auto-Renewal: โ˜‘ Enabled                                        โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ ACCESS & PERMISSIONS โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Analytics Dashboard Access: โ˜‘ Enabled (Premium benefit)        โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Topic Voting Access: โ˜‘ Enabled                                 โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Meeting Scheduling Access: โ˜‘ Enabled                           โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Content Library Access: โ˜‘ Full Access (Premium benefit)        โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ”‚  โ”Œโ”€โ”€ DATA & COMPLIANCE โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”   โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Data Retention: Standard (7 years)                              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  GDPR Compliance: โœ“ Compliant                                   โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  Data Processing Agreement: โœ“ Signed (Jan 1, 2024)              โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚  [Export Partner Data] [View DPA] [Delete Partner Data]         โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ”‚                                                                  โ”‚    โ”‚   โ”‚
โ”‚  โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜    โ”‚   โ”‚
โ”‚  โ”‚                                                                           โ”‚   โ”‚
โ”‚  โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜   โ”‚
โ”‚                                                                                   โ”‚
โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜

Key Interactive Elements

  • [โ† Back to Partner Directory] button: Return to Partner Directory list screen
  • [Edit Partner] button: Opens partner editing modal (organizer only)
  • [๐Ÿ“ง Send Email] button: Opens email composer with partner contact pre-filled
  • [๐Ÿ“… Schedule Meeting] button: Opens meeting scheduler interface
  • [๐Ÿ“Š View Analytics] button: Navigate to Partner Analytics Dashboard (FR4 backlog)
  • [๐Ÿ“ Add Note] button: Opens note creation modal
  • Tab navigation: Switch between Overview, Contacts, Meetings, Activity, Notes, Settings tabs
  • [Change Tier] button: Opens tier selection modal with tier change reason
  • [View Full Analytics โ†’] link: Navigate to comprehensive partner analytics (FR4 backlog)
  • [View All Activity โ†’] link: Navigate to Activity tab with all filters cleared
  • [View All Employees โ†’] link: Navigate to employee list for this partner
  • Engagement score bars: Interactive hover tooltips showing detailed metrics
  • Topic vote items: Click to view topic detail screen
  • Contact cards: Click contact name to view full user profile
  • Meeting items: Click to view meeting details, agenda, or minutes
  • Activity timeline items: Click to expand full details
  • Note editing: Inline editing for note content (organizer only)
  • [+ Add Contact] button: Opens contact creation form
  • [+ Schedule New Meeting] button: Opens meeting scheduling workflow
  • [+ Add New Note] button: Opens note creation modal
  • [Export Partner Data] button: Generates data export for GDPR compliance
  • Partnership status toggles: Activate/deactivate partnership, enable/disable auto-renewal

Functional Requirements Met

  • FR4 (Backlog): Partner analytics dashboard access (analytics features in backlog, UI prepared)
  • FR8: Partner strategic input coordination (topic voting history and results displayed)
  • FR12: Partner meeting coordination (meeting history, scheduling, agenda management)
  • FR21: Long-term planning capabilities (multi-year partnership tracking, renewal management)
  • Partner Relationship Management: Centralized partner information hub with full interaction history
  • Communication Tracking: Complete log of all partner communications and interactions
  • Engagement Monitoring: Real-time engagement score tracking with alerts

Technical Notes

  • Tab State Management: React Router or local state for tab navigation with URL hash support (#contacts, #meetings)
  • Lazy Loading: Each tab loads data on-demand to improve initial page load performance
  • Real-time Updates: WebSocket connection for engagement score updates when partner activities occur
  • Engagement Score Calculation:
    • Event Attendance: 40% weight (based on employee attendance vs. invited)
    • Topic Voting: 30% weight (active votes vs. available topics)
    • Meeting Participation: 20% weight (RSVP confirmation and actual attendance)
    • Content Interaction: 10% weight (downloads, views of event materials)
  • Activity Timeline: Infinite scroll pagination with virtualization for performance
  • Notes System: Rich text editor (TinyMCE or Draft.js) with mention support (@organizer)
  • Contact Management: Sync with external CRM systems via API webhooks
  • Meeting Integration: Calendar sync with Outlook/Google Calendar via CalDAV/iCal
  • Data Export: GDPR-compliant data export in JSON and CSV formats
  • Audit Log: All partner data changes logged with timestamp and user attribution
  • Responsive Design: Mobile-first approach with collapsible sections on small screens
  • Caching Strategy: React Query with 2-minute cache for partner details, 30-second cache for engagement metrics

API Requirements

Initial Page Load APIs

Note: This wireframe uses the Partners API from Story 2.7 (Partner Coordination Service Foundation).

IMPORTANT (ADR-003): All endpoints use companyName (meaningful ID), NOT UUID identifiers.

  1. GET /api/v1/partners/{companyName}?include=contacts,votes,meetings โœ… ADR-003 Compliant

    • ADR-003: Path uses companyName (e.g., /api/v1/partners/GoogleZH)
    • Query params: include (comma-separated list of embedded resources)
    • Returns: Partner entity with embedded data from Story 2.7:
      • Partner: companyName, partnershipLevel (BRONZE/SILVER/GOLD/PLATINUM/STRATEGIC), startDate, endDate, isActive
      • Company: enriched via GET /api/v1/companies/{companyName} (HTTP call)
      • Contacts: enriched via GET /api/v1/users/{username} per contact (HTTP calls)
      • Votes: active topic votes with vote weight
      • Meetings: basic meeting data
    • Used for: Populate Overview and Contacts tabs
    • Story 2.8: Additional tabs (Activity, Notes, Settings) use separate endpoints
    • Epic 8: Analytics and engagement scores deferred (show placeholder in Story 2.8)
  2. GET /api/v1/partners/{companyName}/meetings?filter={โ€œupcomingโ€:true}&page=1&limit=10 โœ… ADR-003

    • ADR-003: Path uses companyName (e.g., /api/v1/partners/GoogleZH/meetings)
    • Query params: filter (JSON filter for upcoming/past), page, limit, sort
    • Returns: Paginated meetings list with basic details from Story 2.7
    • Used for: Load meetings when Meetings tab activated
    • Story 2.7: Basic meeting entity with type, dates, agenda
    • Epic 8 (Story 6.2): Full meeting coordination with RSVP, materials, minutes
  3. GET /api/v1/partners/{companyName}/activity?page=1&limit=20&sort=-timestamp โš ๏ธ Story 2.8 Feature

    • ADR-003: Path uses companyName
    • Story 2.8: Activity timeline endpoint to be implemented (basic audit log)
    • Query params: page, limit, sort, filter (optional activity type filter)
    • Returns: Paginated activity timeline
    • Used for: Load activity when Activity tab activated
    • Implementation: Can derive from domain events or create dedicated activity log
  4. GET /api/v1/partners/{companyName}/notes?page=1&limit=10&sort=-createdAt โš ๏ธ Story 2.8 Feature

    • ADR-003: Path uses companyName
    • Story 2.8: Notes system endpoint to be implemented (organizer-only)
    • Query params: page, limit, sort
    • Returns: Paginated organizer notes
    • Used for: Load notes when Notes tab activated
    • Implementation: New PartnerNote entity with content, createdBy, createdAt

User Action APIs

  1. PATCH /api/v1/partners/{companyName} โœ… ADR-003 Compliant

    • ADR-003: Path uses companyName (e.g., /api/v1/partners/GoogleZH)
    • Triggered by: User clicks [Edit Partner] and saves changes
    • Payload: { partnershipLevel?: "GOLD", startDate?: "2025-01-01", endDate?: "2026-12-31" }
    • Returns: Updated partner entity
    • Used for: Update partnership details (tier, dates)
    • Note: Company information (name, website, industry) updated via Company Service
  2. PATCH /api/v1/partners/{companyName} โœ… ADR-003 Compliant (Same as #5)

    • ADR-003: Path uses companyName
    • Triggered by: User clicks [Change Tier] and confirms
    • Payload: { partnershipLevel: "STRATEGIC", startDate: "2025-05-01" }
    • Returns: Updated partner with new partnershipLevel
    • Used for: Change partner tier level
    • Note: Tier change audit trail could be added to Activity log (Story 2.8)
  3. POST /api/v1/partners/{companyName}/contacts โœ… ADR-003 Compliant

    • ADR-003: Path uses companyName, payload uses username (NOT userId UUID)
    • Triggered by: User clicks [+ Add Contact] in Contacts tab
    • Payload: { username: "m.schmidt", role: "PRIMARY|BILLING|TECHNICAL|MARKETING" }
    • Returns: Created PartnerContact entity
    • Used for: Add contact person (must be existing user in User Service)
    • Story 2.7: Backend validates user exists via GET /api/v1/users/{username}
  4. PATCH /api/v1/partners/{companyName}/contacts/{username} โœ… ADR-003 Compliant

    • ADR-003: Path uses companyName and username (NOT contactId UUID)
    • Triggered by: User clicks [Edit Contact] and saves
    • Payload: { role?: "PRIMARY|BILLING|TECHNICAL|MARKETING" }
    • Returns: Updated PartnerContact entity
    • Used for: Update contact role
    • Note: Contact personal info (name, email, phone) updated via User Service, not here
  5. POST /api/v1/partners/{companyName}/notes โš ๏ธ Story 2.8 Feature

    • ADR-003: Path uses companyName
    • Story 2.8: Notes endpoint to be implemented
    • Triggered by: User clicks [+ Add New Note] in Notes tab
    • Payload: { content: "string", isPrivate: boolean }
    • Returns: Created PartnerNote entity
    • Used for: Add organizer note about partner
  6. PATCH /api/v1/partners/{companyName}/notes/{noteId} โš ๏ธ Story 2.8 Feature

    • ADR-003: Path uses companyName
    • Story 2.8: Notes update endpoint to be implemented
    • Triggered by: User clicks [Edit] on note and saves
    • Payload: { content: "string", isPrivate: boolean }
    • Returns: Updated PartnerNote entity
    • Used for: Edit existing note
  7. DELETE /api/v1/partners/{companyName}/notes/{noteId} โš ๏ธ Story 2.8 Feature

    • ADR-003: Path uses companyName
    • Story 2.8: Notes delete endpoint to be implemented
    • Triggered by: User clicks [Delete] on note and confirms
    • Returns: 204 No Content
    • Used for: Delete note
  8. POST /api/v1/partners/{companyName}/meetings โœ… ADR-003 Compliant

    • ADR-003: Path uses companyName
    • Triggered by: User clicks [๐Ÿ“… Schedule Meeting] in header or [+ Schedule New Meeting] in Meetings tab
    • Payload: { type: "strategic_planning|quarterly_review", proposedDates: [], agenda: "string" }
    • Returns: Created meeting ID
    • Used for: Schedule new partner meeting
    • Story 2.7: Basic meeting creation
    • Epic 8 (Story 6.2): Full meeting coordination with RSVP, calendar integration, materials
  9. POST /api/v1/partners/export

    • Consolidates: Bulk email as export action with email type
    • Triggered by: User clicks [๐Ÿ“ง Send Email] in header
    • Payload: { action: "email", companyNames: ["GoogleZH", "MicrosoftBE"], subject: "string", messageBody: "string", templateId?: "uuid" }
    • Returns: Email task ID, sending status
    • Used for: Send email to partner contacts
    • Consolidation Benefit: Unified export endpoint handles both email and file exports
  10. PATCH /api/v1/partners/{companyName}

    • Consolidates: Settings updates via PATCH on settings section
    • Triggered by: User updates settings in Settings tab (organizer only)
    • Payload: { settings: { partnershipStatus?: "active|inactive", autoRenewal?: boolean, renewalDate?: "2026-01-01", accessPermissions?: {...} } }
    • Returns: Updated partner with new settings
    • Used for: Update partnership configuration
    • Consolidation Benefit: Settings managed via same PATCH endpoint as other partner updates
  11. POST /api/v1/partners/{companyName}/export

    • Consolidates: Data export using unified export endpoint
    • Triggered by: User clicks [Export Partner Data] in Settings tab
    • Payload: { exportType: "all", format: "json|csv", includeActivity: true, includeNotes: true }
    • Returns: Export task ID, download URL when ready
    • Used for: Export partner data for GDPR compliance or reporting
    • Consolidation Benefit: Same export endpoint used across all partner screens
  12. DELETE /api/v1/partners/{companyName}

    • Consolidates: Data deletion using standard DELETE with options
    • Triggered by: User clicks [Delete Partner Data] in Settings tab and confirms
    • Payload: { deleteScope: "data-only|complete", gdprJustification: "string", confirmPassword: "string" }
    • Security: Requires admin permission and GDPR justification
    • Returns: 204 No Content with deletion confirmation
    • Used for: Delete partner data (GDPR right to erasure)
    • Consolidation Benefit: Standard RESTful DELETE with scope parameter
  13. GET /api/v1/partners/{companyName}/analytics โš ๏ธ Deferred to Epic 8 (Story 6.1)

    • ADR-003: Path uses companyName
    • Triggered by: User clicks [๐Ÿ“Š View Analytics] or [View Full Analytics โ†’]
    • Status: NOT IMPLEMENTED in Story 2.7/2.8 - Analytics dashboard deferred to Epic 8
    • Story 2.8: Show โ€œComing soonโ€ placeholder or disable button
    • Epic 8 (Story 6.1): Full analytics with ROI calculations, engagement metrics
  14. GET /api/v1/partners/{companyName}/activity?filter={โ€œtypeโ€:โ€œmeetingโ€,โ€œdateโ€:{โ€œ$gteโ€:โ€œ2025-01-01โ€}}&page=1 โš ๏ธ Story 2.8

    • ADR-003: Path uses companyName
    • Story 2.8: Activity filtering to be implemented
    • Triggered by: User applies filters in Activity tab
    • Query params: filter (JSON with type, date range), page, limit
    • Returns: Filtered and paginated activity timeline
    • Used for: Filter activity by type and date range
  15. GET /api/v1/partners/{companyName}/employees?page=1&limit=50

    • Consolidates: Employees list with standard pagination
    • Triggered by: User clicks [View All Employees โ†’] in Overview tab
    • Query params: page, limit, sort
    • Returns: Paginated employee list (userId, name, email, role, eventsAttended, lastEventDate)
    • Used for: Navigate to employee list screen
    • Consolidation Benefit: Standard list endpoint pattern

Primary Navigation Actions

  1. โ† Back button โ†’ Navigate to Partner Directory (story-6.3-partner-directory.md)

    • Target: Partner Directory list screen
    • Context: Return to partner list
  2. [Edit Partner] button โ†’ Opens Edit Partner Modal

    • Target: Modal overlay for partner editing
    • Context: companyName, current partner data pre-filled
  3. [๐Ÿ“Š View Analytics] button โ†’ Navigate to Partner Analytics Dashboard (FR4 backlog)

    • Target: Partner-specific analytics dashboard (if FR4 restored post-MVP)
    • Context: companyName, default date range (last 12 months)
  4. [View Full Analytics โ†’] link โ†’ Navigate to Partner Analytics Dashboard (FR4 backlog)

    • Target: Partner analytics dashboard (Engagement tab)
    • Context: companyName, engagement metrics focus
  5. [View All Activity โ†’] link โ†’ Navigate to Activity tab

    • Target: Same screen, Activity tab activated
    • Context: All filters cleared
  6. [View All Employees โ†’] link โ†’ Navigate to Employee List Screen (MISSING)

    • Target: Dedicated employee list/management screen
    • Context: companyName, filter by company

Secondary Navigation (Data Interactions)

  1. Topic vote item click โ†’ Navigate to Topic Detail Screen (story-2.2-topic-detail-screen.md)

    • Target: Topic detail page
    • Context: topicId, show partner voting priority
  2. Contact name click โ†’ Navigate to User Profile Screen (story-1.20-user-profile.md)

    • Target: Full user profile
    • Context: userId, contact details
  3. Employee name click โ†’ Navigate to User Profile Screen (story-1.20-user-profile.md)

    • Target: Employee profile
    • Context: userId, event attendance history
  4. Meeting item click โ†’ Navigate to Meeting Details Screen (MISSING)

    • Target: Full meeting details page
    • Context: meetingId, agenda, attendees, materials
  5. [View Agenda] button โ†’ Opens Agenda Viewer Modal

    • Target: Modal overlay showing meeting agenda
    • Context: meetingId, agenda items
  6. [View Minutes] button โ†’ Opens Meeting Minutes Viewer Modal

    • Target: Modal overlay showing meeting minutes
    • Context: meetingId, minutes content, action items
  7. Activity timeline item click โ†’ Expands Activity Detail

    • Target: Inline expansion showing full activity details
    • Context: activityId, related entities

Event-Driven Navigation

  1. [๐Ÿ“ง Send Email] button โ†’ Opens Email Composer Modal

    • Target: Email composition modal
    • Context: partner contacts pre-filled, email templates available
  2. [๐Ÿ“… Schedule Meeting] button โ†’ Navigate to Meeting Scheduler (story-6.2-partner-meetings.md)

    • Target: Meeting scheduling interface
    • Context: companyName, partner availability, calendar integration
  3. [๐Ÿ“ Add Note] button โ†’ Opens Add Note Modal

    • Target: Note creation modal with rich text editor
    • Context: companyName, author (current organizer)
  4. [+ Schedule New Meeting] button โ†’ Navigate to Meeting Scheduler

    • Target: Meeting scheduling workflow
    • Context: companyName, meeting type selection
  5. [Change Tier] button โ†’ Opens Tier Change Modal

    • Target: Modal for tier selection with reason input
    • Context: currentTier, availableTiers, effective date selector
  6. [Export Partner Data] button โ†’ Downloads file

    • Action: Generate and download partner data export
    • Target: File download (JSON or CSV)
    • Context: companyName, data export format selection

Error States & Redirects

  1. Partner not found โ†’ Redirect to Partner Directory

    • Condition: Invalid companyName or deleted partner
    • Action: Show error notification and redirect
    • Context: โ€œPartner not foundโ€ message
  2. Unauthorized access โ†’ Redirect to login

    • Condition: User not authenticated or insufficient permissions
    • Target: Login screen with return URL
    • Context: Redirect back to partner detail after authentication
  3. API failure โ†’ Show error banner

    • Condition: API request fails or times out
    • Action: Display error with [Retry] button
    • Context: Error message, cached data shown if available
  4. Analytics not available โ†’ Show backlog notice

    • Condition: User clicks [๐Ÿ“Š View Analytics] but FR4 is in backlog
    • Action: Display modal: โ€œAnalytics dashboard coming soon (post-MVP feature)โ€
    • Context: Link to backlog documentation
  5. Settings tab restricted โ†’ Hide tab

    • Condition: User is partner role (not organizer)
    • Action: Settings tab not displayed for partner users
    • Context: Role-based UI rendering

Responsive Design Considerations

Mobile Layout Changes

Stacked Layout (320px - 768px):

  • Header: Logo and company name stacked, tier badge below
  • Quick Stats: Vertical stacked cards (2x2 grid on larger mobiles)
  • Tabs: Horizontal scrollable tab bar
  • Action Buttons: Dropdown menu (โ‹ฎ) for space efficiency
    • [๐Ÿ“ง Send Email], [๐Ÿ“… Schedule], [๐Ÿ“Š Analytics], [๐Ÿ“ Note] โ†’ โ‹ฎ More Actions
  • Overview Tab:
    • Partnership Details and Engagement Metrics: Stacked vertically
    • Engagement chart: Simplified horizontal bar chart
    • Recent Activity: Cards instead of list (one per row)
  • Contacts Tab:
    • Contact cards: Full-width, collapsible secondary contacts
  • Meetings Tab:
    • Meeting cards: Full-width with expandable details
  • Activity Tab:
    • Timeline items: Full-width cards with timestamps
  • Notes Tab:
    • Notes: Full-width cards with truncated content (tap to expand)
  • Settings Tab: Accordion-style collapsible sections

Tablet Layout (768px - 1024px):

  • Two-column layout for Overview tab (Partnership Details | Engagement Metrics)
  • Side-by-side action buttons (full labels visible)
  • Tabs with full labels (no scrolling needed)
  • Meeting and activity items: Two-column grid

Mobile-Specific Interactions

  • Swipe gestures: Swipe between tabs (left/right)
  • Pull-to-refresh: Refresh partner data and engagement scores
  • Bottom sheet: Action menus, modals slide up from bottom
  • Floating action button (FAB): [๐Ÿ“… Schedule Meeting] as FAB (most common action)
  • Touch targets: 44px minimum for all interactive elements
  • Sticky header: Company name and tier badge sticky on scroll
  • Infinite scroll: Load more activity/notes on scroll (replaces โ€œLoad Moreโ€ button)
  • Tap to expand: Tap engagement score to expand detailed breakdown
  • Long press: Long-press note to show edit/delete menu

Accessibility Notes

  • Keyboard Navigation: Full tab navigation with logical focus order across all tabs
  • ARIA Labels:
    • aria-label="Partner engagement score: 92 percent, excellent" on engagement bars
    • aria-label="Navigate to {tab name} tab" on tab buttons
    • role="tabpanel" on tab content areas
    • aria-expanded on collapsible sections
    • aria-current="page" on active tab
  • Screen Reader Announcements:
    • Live region (aria-live="polite") for engagement score updates
    • Tab change announcements (โ€œNow viewing Contacts tabโ€)
    • Success/error notifications announced
    • Activity timeline updates announced
  • Color Contrast: WCAG 2.1 AA compliance
    • Tier badges: Gold on dark background (8:1 ratio)
    • Engagement bars: Green gradients with percentage text overlay
    • Warning indicators: Orange/red with โš ๏ธ icon for redundancy
  • Focus Indicators: 2px solid blue outline on all focused elements
  • Alt Text: Company logo has descriptive alt text (alt="TechCorp AG logo, Premium partner")
  • Semantic HTML:
    • <main> for partner detail content
    • <nav> for tab navigation
    • <section> for each tab panel
    • <article> for notes and activity items
    • <dl> for partnership details (term/definition pairs)
  • Skip Links: โ€œSkip to tab contentโ€ link at top of screen
  • Heading Hierarchy: Proper h1-h6 structure (h1: Partner Name, h2: Tab Names, h3: Section Titles)
  • Focus Management: Focus moved to tab panel when tab activated
  • Keyboard Shortcuts:
    • Ctrl + 1-6: Navigate to tabs 1-6 (Overview, Contacts, Meetings, Activity, Notes, Settings)
    • Ctrl + E: Open email composer
    • Ctrl + M: Schedule meeting
    • Ctrl + N: Add new note

State Management

Local Component State

  • activeTab: Current active tab (โ€˜overviewโ€™ | โ€˜contactsโ€™ | โ€˜meetingsโ€™ | โ€˜activityโ€™ | โ€˜notesโ€™ | โ€˜settingsโ€™)
  • activityFilters: Activity tab filters { activityType: โ€˜allโ€™, startDate: null, endDate: null }
  • notesFilter: Filter for notes (all/private/shared)
  • meetingView: Meeting tab view (โ€˜upcomingโ€™ | โ€˜historyโ€™)
  • editingNote: ID of note currently being edited (null if none)
  • expandedActivityItems: Set of activity IDs that are expanded
  • showEmailComposer: Boolean for email modal visibility
  • showMeetingScheduler: Boolean for meeting scheduler modal visibility
  • showTierChangeModal: Boolean for tier change modal visibility

Global State (Zustand Store)

  • partnerDetails: Complete partner entity from API
  • partnerEngagement: Current engagement metrics
  • partnerContacts: List of contact persons
  • partnerStatistics: Aggregate statistics
  • currentUser: Current logged-in user (for permission checks)

Server State (React Query)

  • usePartnerDetails(companyName): Partner company data, 5-minute cache, refetch on window focus
  • usePartnerEngagement(companyName): Engagement metrics, 30-second cache, auto-refetch every minute
  • usePartnerContacts(companyName): Contact information, 10-minute cache
  • usePartnerMeetings(companyName, upcoming): Meetings list, 2-minute cache
  • usePartnerActivity(companyName, filters): Activity timeline, 1-minute cache
  • usePartnerNotes(companyName): Notes list, 2-minute cache, optimistic updates on create/edit/delete
  • usePartnerStatistics(companyName): Statistics, 5-minute cache
  • usePartnerSettings(companyName): Settings (organizer only), 10-minute cache

Query Keys Structure:

typescript
['partner', companyName]
['partner', companyName, 'engagement']
['partner', companyName, 'contacts']
['partner', companyName, 'meetings', { upcoming: boolean }]
['partner', companyName, 'activity', { filters }]
['partner', companyName, 'notes']
['partner', companyName, 'statistics']
['partner', companyName, 'settings']

Real-Time Updates

  • WebSocket Connection: /ws/partners/{companyName}/updates
    • Real-time engagement score updates when partner activities occur (vote, attendance, meeting RSVP)
    • Activity timeline updates (new activity items pushed)
    • Meeting updates (RSVP status changes, agenda updates)
    • Note updates (collaborative editing notifications)
    • Updates partner engagement bars and activity feed without refresh
    • Fallback to polling every 1 minute if WebSocket unavailable

Form Validation Rules

Add/Edit Contact Form

Field-Level Validations:

  • Name: Required, min 2 chars, max 100 chars, alphabetic + spaces + hyphens
  • Title: Required, min 2 chars, max 100 chars
  • Email: Required, valid email format, max 255 chars, unique within partner contacts
  • Phone: Optional, valid phone format (international), E.164 format preferred
  • LinkedIn: Optional, valid LinkedIn URL format
  • Role: Required, max 200 chars (dropdown or free text)
  • Preferred Language: Required, enum (de | en)
  • Preferred Contact Method: Required, enum (email | phone | linkedin)

Form-Level Validations:

  • Only one primary contact allowed per partner
  • At least one contact must exist for active partnerships

Add/Edit Note Form

Field-Level Validations:

  • Content: Required, min 10 chars, max 5000 chars
  • isPrivate: Boolean (default: false)

Form-Level Validations:

  • Note content must not be empty after trimming whitespace

Tier Change Form

Field-Level Validations:

  • New Tier: Required, enum (premium | gold | silver | bronze), must differ from current tier
  • Reason: Required, min 20 chars, max 500 chars (for audit trail)
  • Effective Date: Required, must be today or future date, max 1 year in future

Form-Level Validations:

  • Cannot downgrade tier without approval (shows warning)
  • Tier change requires confirmation modal with reason

Partnership Settings Form

Field-Level Validations:

  • Partnership Status: Required, enum (active | inactive)
  • Renewal Date: Required, must be future date
  • Auto-Renewal: Boolean (default: true)

Form-Level Validations:

  • Deactivating partnership requires confirmation
  • Disabling auto-renewal shows warning modal

Edge Cases & Error Handling

  • Empty State (No Contacts):

    • Show โ€œNo contacts added yetโ€ message
    • Display [+ Add Contact] CTA prominently
    • Warn: โ€œPartnership requires at least one contact personโ€
  • Empty State (No Meetings):

    • Show โ€œNo meetings scheduledโ€ message
    • Display [+ Schedule New Meeting] CTA
    • Suggest: โ€œSchedule a strategic planning meeting with this partnerโ€
  • Empty State (No Activity):

    • Show โ€œNo recent activityโ€ message
    • Display last activity date if available
    • Suggest: โ€œSend an email or schedule a meeting to engageโ€
  • Empty State (No Notes):

    • Show โ€œNo notes yetโ€ message
    • Display [+ Add New Note] CTA
    • Suggestion: โ€œAdd notes to track partnership discussions and decisionsโ€
  • Loading State:

    • Display skeleton screens for each section
    • Show loading spinner in quick stats
    • Tabs remain interactive (load data on tab activation)
  • Error State (API Failure):

    • Show error banner: โ€œUnable to load partner data. Please try again.โ€
    • Provide [Retry] button to refetch data
    • Cache last successful data if available (show with โ€œshowing cached dataโ€ indicator)
  • Low Engagement Warning:

    • Highlight engagement score in orange/red if <50%
    • Show โš ๏ธ warning icon with tooltip: โ€œEngagement below expected levelโ€
    • Suggest actions: โ€œConsider scheduling a meeting or sending personalized emailโ€
    • Display specific low-engagement area (e.g., โ€œLow content interactionโ€)
  • Meeting Scheduling Conflict:

    • Show availability conflict message with proposed dates
    • Suggest alternative dates based on partner availability
    • Allow manual date/time entry with calendar picker
    • Notify partner contacts of proposed meeting via email
  • Tier Change Approval:

    • Tier upgrades: Immediate (no approval needed)
    • Tier downgrades: Require admin approval (pending state)
    • Show pending status with approval workflow
    • Notify partner of tier change via email
  • Contact Email Bounce:

    • Mark email as bounced in contact info
    • Show โš ๏ธ warning: โ€œEmail delivery failed - please verify contact emailโ€
    • Suggest: โ€œUpdate contact email address or use secondary contactโ€
  • Analytics Not Available (FR4 Backlog):

    • [๐Ÿ“Š View Analytics] button shows tooltip: โ€œAnalytics dashboard coming soon (post-MVP)โ€
    • Clicking shows modal: โ€œFull analytics dashboard will be available in a future releaseโ€
    • Link to roadmap or backlog item
  • Settings Tab Unauthorized (Partner User):

    • Settings tab completely hidden for partner-role users
    • Only organizer role can access Settings tab
    • If partner tries to access directly (URL manipulation), show 403 error
  • Partner Deactivation:

    • Show confirmation modal: โ€œAre you sure you want to deactivate this partnership?โ€
    • Warn about consequences: โ€œPartner will lose access to analytics, voting, and meeting schedulingโ€
    • Require reason for deactivation (audit trail)
    • Send notification email to partner contacts
  • Data Export Timeout:

    • Show progress indicator for large data exports
    • If timeout occurs, offer email delivery option
    • โ€œYour export is being prepared. Weโ€™ll email you when itโ€™s ready.โ€
  • WebSocket Disconnection:

    • Fall back to polling (every 1 minute) if WebSocket unavailable
    • Show connection status indicator (subtle banner at top)
    • Attempt WebSocket reconnection every 30 seconds
  • Stale Data Warning:

    • Show โ€œLast updated: X minutes agoโ€ timestamp
    • If data is >10 minutes old, show [Refresh] button
    • Auto-refresh engagement metrics every 5 minutes
  • Note Deletion Confirmation:

    • Show confirmation modal: โ€œDelete this note? This action cannot be undone.โ€
    • Require confirmation click
    • Show undo toast for 5 seconds after deletion (allow recovery)

Change Log

Date Version Description Author
2025-10-04 1.0 Initial wireframe creation for Partner Detail Screen ux-expert

Review Notes

Stakeholder Feedback

To be added during review

Design Iterations

To be documented as design evolves

Open Questions

  1. Analytics Dashboard Integration (FR4): When FR4 is restored from backlog, should analytics be embedded in this screen or separate dashboard?

    • Option A: Embed analytics charts in Overview tab (quick insights)
    • Option B: Separate analytics dashboard (deep-dive analysis)
    • Recommendation: Option A for overview, Option B for detailed analytics
    • Decision needed from product team
  2. Employee Management: Should partner detail screen include full employee management or just summary?

    • Current: Summary with โ€œView All Employeesโ€ link
    • Alternative: Full employee list as a tab
    • Decision needed based on organizer workflow research
  3. Meeting Scheduling Integration: Integrate with external calendar systems (Outlook, Google) or internal only?

    • External integration provides better UX but increases complexity
    • Internal-only is faster to implement
    • Decision needed from technical team (feasibility + timeline)
  4. Engagement Score Algorithm: Confirm final weighting for engagement score calculation?

    • Proposed: Event Attendance (40%), Topic Voting (30%), Meeting Participation (20%), Content Interaction (10%)
    • Alternative: Equal weighting (25% each)
    • Decision needed from business analytics team
  5. Tier Change Workflow: Should tier changes require approval workflow or be immediate?

    • Current: Upgrades immediate, downgrades require approval
    • Alternative: All tier changes immediate (simpler UX)
    • Decision needed from partnership management team
  6. Notes Visibility: Should notes be shareable with partner users or organizer-only?

    • Current: Organizer-only (private notes)
    • Alternative: Public/private toggle (collaborative notes)
    • Decision needed from security and partnership teams
  7. Data Retention: How long should activity timeline and notes be retained?

    • Current: Indefinite (7-year standard for compliance)
    • Alternative: Configurable retention period per partner
    • Decision needed from compliance team
  8. Real-time Updates: Is WebSocket connection necessary or is polling sufficient?

    • WebSocket provides better UX for engagement updates
    • Polling is simpler but less responsive
    • Decision needed from technical team (infrastructure cost vs. UX benefit)