Monitor Status (Sidebar)

Status Controller – Full Detailed Description

1. What is the Status Controller really?

The Status Controller is a central control panel for tracking clients and their progress across multiple statuses, stages, or checkpoints, all on one screen.

Instead of opening each client separately, the Status Controller displays many clients together in a structured grid. Each client appears as a row, and each configurable status category appears as a column.

This creates a powerful overview screen where users can immediately see:

Who the clients are
Who is responsible for them
What stage, state, or condition each client is currently in
How these statuses change over time (on a monthly/yearly basis)

This is not just a report displaying data — it's an interactive dashboard where users can actively update statuses directly in the table.

2. Core Idea and Mental Model

Think of the Status Controller as a spreadsheet-like status board, but fully connected to Biz1 logic.

Rows = Clients
Columns = Status Dimensions (sales pipeline stage, approval status, follow-up status, custom tag, etc.)
Cells = Actual Status Values, often color-coded and clickable

Each cell answers a simple question:

"For this client, what is the current status in this category?"

Users don't need to open client profiles or navigate away — everything is visible and editable inline.

3. Why the Status Controller Exists (Purpose)

The Status Controller exists to solve problems that traditional CRM lists cannot:

Tracking progress instead of static data
Viewing many clients at once, not one by one
Updating statuses quickly, without opening edit forms
Managing workflows that change over time (month by month)
Supporting custom business logic, not just predefined CRM stages

Typical use cases include:

Sales pipeline tracking
Client onboarding stages
Compliance or execution tracking
Monthly progress tracking or follow-up control
Internal team responsibility views

4. Where the Status Controller Appears in the System

The Status Controller is a dedicated module, not a sub-view.

It appears as "Status Controller" in the main sidebar navigation.
It opens as a full page, not a pop-up or modal.
It is only accessible if the module is enabled for the organization.

Access rules:

Regular users can view and update statuses (if authorized).
Only administrators or users with Status Control Settings permission can change:
- Which columns exist
- Which tags/statuses are available
- Which folders feed the controller

This separation ensures data safety and process consistency.

5. What You See When the Page Loads

When the Status Controller page opens, the user sees:

A large header at the top including the current month and year, immediately clarifying that this view is time-based.

Below that:

Month selector
Year selector
Search field for quickly finding clients

The main area is a wide grid:

The first column is always Client Name
The second column is always Responsible Person
Then come up to 10 configurable status columns

Each column header represents a status category defined in the settings.

6. Client Rows and Responsibility

Each row represents one client from a specific folder selected in the Status Controller settings.

The Responsible Person column:

Displays the team member(s) linked to the client
Reflects sharing rules (shared_with)
Helps managers instantly see ownership and responsibility

This makes the Status Controller especially useful for team leaders and managers.

7. Status Columns and Cells (The Heart of the Module)

Each configurable column represents a status type.

Examples:

Sales stage
Execution status
Approval status
Custom tag group
Internal review stage

Within each cell:

A status label is displayed (often color-coded)
If no status is set, a placeholder like "Select Status" appears
Clicking the cell opens a dropdown with available statuses

Statuses can include:

Simple labels (e.g., Pending, Done)
Colors for quick scanning
Optional date or value fields (depending on configuration)

This makes data updating fast and intuitive.

8. Time-Based Behavior (Month and Year)

A critical concept in the Status Controller is that status values are time-bound.

This means:

Statuses are saved per client, per column, per month
Changing the month/year displays a different snapshot
Historical progress can be reviewed by switching months

This is especially powerful for:

Monthly tracking
Performance comparison
Progress auditing
Reporting trends over time

9. Search and Filtering

The search input filters clients in real-time:

By client name
By related identifiers (depending on implementation)

This is particularly useful when working with large folders.

Pagination controls like Load More or Load All prevent performance issues while providing access to the entire dataset.

10. Settings and Configuration (High-Level)

The gear icon opens the Status Control Settings, where the structure of the Status Controller is defined.

From the settings, administrators can:

Select which folder feeds clients to the controller
Define up to 10 columns
Assign tags to columns
Configure status options for each tag
Choose colors and behaviors

Once configured, the Status Controller page automatically reflects these rules.

Users on the page never need to think about the configuration — they just interact with the result.

11. How Data is Stored and Used

Behind the scenes:

Column definitions are in the status configuration table
Client-status values are saved in cus_status
Each record links:
- Client
- Status column
- Selected status
- Month and year

This design allows for:

Fast loading
Historical views
Clean separation of structure and data

12. How Users Typically Use the Status Controller

In daily work, users:

Open the Status Controller
Select the current month
Scan rows to see progress
Click cells to update statuses
Use colors to identify bottlenecks
Use the "Responsible Person" column to follow up with the right individual

No further navigation is needed.

13. Why the Status Controller is Powerful

The Status Controller is powerful because it:

Replaces dozens of separate lists and reports
Makes progress immediately visible
Reduces clicks and context switching
Adapts to various business processes
Supports both overview and detail editing

It's not just a report — it's a live operational dashboard.

14. Connection to Other Modules

It complements client lists, not replaces them
It works alongside tasks and automations
It often drives decisions that trigger follow-ups or tasks
It integrates naturally with Biz1's folder-based structure

15. Summary (In Simple Terms)

The Status Controller is a smart, configurable grid that allows teams to:

See all clients
Track progress across multiple dimensions
Update statuses quickly
Work month by month
Stay coordinated as a team

It transforms client data into actionable visibility.