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STAGE_INFO_DIALOG_IMPLEMENTATION.md

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Stage Info Dialog Implementation

Overview

Added info icon buttons to each kanban board column header that display comprehensive stage information when clicked.

Features

✅ Interactive Info Icons

  • Info icon (ℹ️) appears in the top-right of each kanban column header
  • Clicking opens a detailed modal dialog
  • Non-intrusive, accessible design

✅ Comprehensive Stage Information

Each stage dialog includes:

  1. Workflow Steps - Sequential breakdown of automated/manual/hybrid steps
  2. Functions & APIs - Edge functions, RPCs, triggers, webhooks with file locations
  3. Business Logic - Rules, thresholds, decision trees
  4. Performance Metrics - Processing times, cache hit rates, success rates
  5. Next Possible Stages - Visual flow of where questions can move

✅ Fully Documented "Submitted" Stage

The submitted stage includes:

Workflow (8 steps)

  1. User Submission (manual)
  2. Embedding Generation (automated) - 1536D OpenAI vectors
  3. Semantic Search (automated) - Hybrid RRF on 84 records
  4. Confidence Calculation (automated) - 0-1 score
  5. User Validation (hybrid) - If ≥50% confidence
  6. Database Record Creation (automated)
  7. Email Confirmation (automated) - via Resend API
  8. Scholar Routing (automated) - Expertise-based assignment

Functions (5 functions)

  • process-question - Main submission handler
  • get-similar-questions - Pre-submission search
  • search_langextract_enriched_rrf - Hybrid RRF search
  • execute_routing_rules_for_submission - Auto-assignment
  • add_status_event - Tracking events

Business Logic (4 areas)

  • Confidence Thresholds

    • ≥88% → Auto-approve (self-served)
    • 50-88% → User validation
    • <50% → Direct to scholar
  • Resolution Methods

    • self_served, scholar_required, manual_submission, auto_approved
  • Tracking ID Generation

    • Format: ISL-YYYY-XXXXX
    • Collision retry logic (3 attempts)
  • Email Notifications

    • Two templates based on resolution method
    • Retry logic with 1s delay

Performance Metrics

  • Avg Processing Time: ~1s
  • Embedding Cache Hit Rate: ~40%
  • Self-Serve Rate: 4-6%

Files Modified

Created

  • scholar-admin-hub/src/scholar/components/StageInfoDialog.tsx (500+ lines)

Modified

  • scholar-admin-hub/src/scholar/components/QuestionKanban.tsx
    • Added StageInfoDialog import
    • Integrated info icon into column headers

Component Architecture

<StageInfoDialog stage="submitted" />

Props

  • stage: WorkflowStatus - Required stage identifier
  • trigger?: React.ReactNode - Optional custom trigger (defaults to info icon)

Data Structure

interface StageInfo {
  stage: WorkflowStatus
  title: string
  description: string
  icon: React.ReactNode
  color: string
  workflow: WorkflowStep[]
  functions: FunctionInfo[]
  businessLogic: BusinessLogicRule[]
  nextStages: WorkflowStatus[]
  metrics?: Metric[]
}

UI Components Used

  • ✅ shadcn/ui Dialog (with Portal, Overlay, Header, Title, Description)
  • ✅ shadcn/ui ScrollArea (for long content)
  • ✅ shadcn/ui Separator (visual section dividers)
  • ✅ shadcn/ui Badge (type indicators, next stages)
  • ✅ Lucide React icons (InfoIcon, Sparkles, Database, Mail, etc.)

Stage Definitions Status

Stage Status Workflow Steps Functions Business Logic
submitted ✅ Complete 8 steps 5 functions 4 rules
triaged ⚠️ Basic 3 steps 1 function 1 rule
assigned ⚠️ Basic 2 steps 1 function 1 rule
in_review ⚠️ Basic 3 steps 0 functions 1 rule
pending_approval ⚠️ Basic 2 steps 0 functions 1 rule
approved ⚠️ Basic 1 step 0 functions 0 rules
published ⚠️ Basic 3 steps 1 function 0 rules
rejected ⚠️ Minimal 0 steps 0 functions 0 rules
archived ⚠️ Minimal 0 steps 0 functions 0 rules

Next Steps (Future Enhancement)

  1. Expand Other Stages - Add detailed workflow/functions/logic for triaged → published
  2. Real-time Metrics - Query actual database for live stats instead of hardcoded
  3. Visual Flow Diagram - Mermaid/React Flow diagram showing stage transitions
  4. Function Code Links - Clickable links to GitHub/local files
  5. Historical Data - Show "Questions processed this week" in metrics
  6. Stage Transition Rules - Add validation rules for drag-and-drop between stages

Testing

Build verified:

cd scholar-admin-hub
npm run build
# ✓ built in 5.27s

Type checking verified:

npm run typecheck
# No errors

Usage

  1. Navigate to Scholar Dashboard → Question Workflow Board
  2. Click the info icon (ℹ️) in any kanban column header
  3. Modal dialog opens with comprehensive stage information
  4. Scroll through workflow steps, functions, business logic
  5. Click X or outside dialog to close

Accessibility

  • ✅ Keyboard navigation (Tab, Enter, Esc)
  • ✅ Screen reader support (sr-only labels)
  • ✅ Focus management (auto-focus on open)
  • ✅ ARIA labels and descriptions
  • ✅ Semantic HTML structure

Performance

  • Dialog content lazy-loaded (not in DOM until opened)
  • ScrollArea virtualization for long content
  • Event handlers properly cleaned up
  • No unnecessary re-renders

Browser Compatibility

  • React 19 features used
  • Modern CSS (flexbox, grid)
  • Radix UI primitives (wide browser support)
  • Tested on Chrome, Firefox, Safari, Edge