HOCO B2B
Team tasksAkram

DES-15 — Day 15 — Back-office: shell, access & dashboards

Information architecture and navigation by role, sign-in, general/sales/field/stock/finance dashboards.

FieldDetails
Task codeDES-15
PhaseP0 — Foundations (cadrage, UX/UI, architecture & contract)
Product scopeV1
StatusPlanned
StartSun 8 Nov 2026
DueSun 8 Nov 2026
ResponsibleAkram — UI/UX designer
Co-responsible—
Effort1 person-day(s) planned · 1.25 from scratch · size S
Area · appBack-office design · design
Depends onDES-14
UnblocksDSH-01, DES-16
Milestones—

Summary

Information architecture and navigation by role, sign-in, general/sales/field/stock/finance dashboards.

Description

Day 15 sets the back-office information architecture by role and designs access and the five dashboards: BO-01 sign-in, BO-02 password reset, BO-03 app shell (role navigation, global search, live notifications), BO-04 general, BO-05 sales, BO-06 field with live map, BO-07 stock and BO-08 finance dashboards. There is no client reference for the back-office, so Akram works from the Day-4 tokens and templates; BO-01, BO-03, BO-04 and BO-06 are bespoke and the others are template instances. Inputs: cahier §3, §4 and §4.1, ACL-01/04/05, ANA-01/02/03, AUTH-01, FLD-13, STK-05, FIN-05, SYN-07, NFR-05, and the operations auth.login, me.get, admin.search, admin.dashboard.kpis|charts|layout.*, admin.live.delegates and admin.events.stream. Consumers: Anis's DSH-01 (BO-01…03, gated on this day), DSH-02 (BO-04, BO-05), DSH-08 (BO-06), DSH-05 (BO-07) and DSH-07 (BO-08).

Subtasks

#SubtaskOwner
1Sidebar map per role (super admin, commercial admin, stock, finance, delivery, direction) with groups Tableau de bord, CRM, Terrain, Catalogue, Stock, Commandes, Livraisons, Finance, Promotions, Assistance, Communication, Rapports, Administration; items absent (not greyed) without permission (ACL-05)Akram
2BO-01 Connexion (bespoke): email or phone + password, invalid credentials, lockout with countdown, suspended or disabled account, session expired return. BO-02 (template): forgot/reset password with OTP or email link, successAkram
3BO-03 shell: counters on Commandes à confirmer, Validation des comptes and Retours et SAV; Ctrl K search grouped by revendeurs, commandes, produits, factures; live notification panel with « Tout marquer comme lu »; « Connexion temps réel interrompue »; STAGING badge; 403, 404, session-expired dialog, maintenanceAkram
4BO-03 responsive: expanded sidebar at 1440/1920, 72 px rail at 1024–1279, drawer below 1024Akram
5BO-04 Tableau de bord général (bespoke), ANA-01 cards: revenue, orders by status, average basket, active / new / inactive resellers, delegates on tour, visits, conversion, best sellers, stock alerts, expected payments, credit used, unpaidAkram
6BO-04 behaviour (ANA-02): filters (date presets, wilaya, commune, délégué, marque, catégorie), role-based layout (finance cards absent without permission), loading, no data, refresh after live events, « Mis à jour à 10:32 »Akram
7BO-05 Ventes (template Dashboard): revenue by period, zone, delegate, brand and product; first orders; cancelled and returned orders; table view of each chartAkram
8BO-06 Terrain & carte live (bespoke): delegates on tour as avatar markers with direction, last position time, stale state after 15 min (greyed), tour progress per delegate, side list synced with the map, link to BO-23Akram
9BO-07 Stock (template): out-of-stock and below-threshold alerts with physical / reserved / available quantities (back-office only). BO-08 Finance (template, permission-gated per ACL-04): expected payments, credit used, unpaid, overdue invoicesAkram
10Annotate data sources per card (admin.dashboard.kpis metric keys), KPI definitions in tooltips, and the permission each card requiresAkram
11Feasibility: role-configurable layout persistence (DashboardLayout), SSE refresh strategy, map library for BO-06Anis

Deliverables

  • Claude Design › Back-office › BO · Shell and BO · Dashboards: BO-01…08 at 1440, plus the shell at 1280 and tablet width
  • Sidebar navigation map per role (6 staff roles) with the permission that shows each item
  • KPI definition table (name, formula, data source, permission) annotated on BO-04

Acceptance criteria

  • Each staff role's navigation is drawn, and hidden items are absent rather than disabled
  • Every ANA-01 indicator has a card or chart on BO-04 or a sub-dashboard
  • Stock quantities appear only in back-office frames; finance cards are absent for roles without the finance permission
  • Deltas use arrows and signs, never colour alone, and each chart has a table view
  • The shell holds at 1024 (rail) and below (drawer) with no horizontal page scroll
  • Anis's review answer is OK or OK with notes

Requirements covered

RequirementTitleRelease
ANA-01General dashboard: revenue, orders by status, average basket, active/new/inactive resellers, delegates on tour, visits, conversion, best sellers, stock alerts, expected payments, credit used, unpaidV1
ANA-02Dashboard filters (date, wilaya, commune, delegate, brand, category), role-configurable cards, permission-aware, refreshed after eventsV1
NFR-05Back-office usable on desktop, tablet and large screensV1

Screens

ScreenNameApp
BO-01Sign inBO
BO-02Forgot / reset passwordBO
BO-03App shell: navigation by role, global search, notificationsBO
BO-04General dashboardBO
BO-05Sales dashboardBO
BO-06Field dashboard & live mapBO
BO-07Stock dashboardBO
BO-08Finance dashboardBO

Test measures

  • Role walkthrough: for each of the 6 roles, list visible menu items and compare with the permissions matrix
  • Contrast check of chart series and KPI deltas; colour-blind simulation of the chart palette
  • Keyboard test of Ctrl K palette and notification panel in the prototype

Risks

  • Dashboards pile up KPIs nobody uses — keep ANA-01 as the list, with the rest in BO-59 reports; HOCO validates the card order at checkpoint 5.
  • Live map costs (tiles, API keys) — confirm the map provider with Anis before detailing BO-06 controls.

KPI

  • Delivered by Sun 8 Nov 2026 within 1 person-day(s).
  • Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
  • Zero open critical defects, permission gaps or data-integrity regressions at sign-off.

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