Status Controller (sidebar)

Status Controller – Full Detailed Description

1. What the Status Controller Really Is

The Status Controller is a central control board for tracking customers and their progress across multiple statuses, stages, or checkpoints, all in one screen.

Instead of opening each customer one by one, the Status Controller shows many customers together in a structured grid. Each customer 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 customers are
Who is responsible for them
What stage, state, or condition each customer is currently in
How those statuses change over time (month/year based)

It is not a report that only shows data — it is an interactive control panel where users can actively update statuses directly in the grid.

2. Core Idea and Mental Model

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

Rows = Customers
Columns = Status dimensions (pipeline stage, approval state, follow-up state, custom tag, etc.)
Cells = Actual status values, often color-coded and clickable

Each cell answers a simple question:

“For this customer, what is the current status in this category?”

Users don’t need to open customer 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
Seeing many customers 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
Customer onboarding stages
Compliance or execution tracking
Monthly progress or follow-up control
Internal team accountability 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 modal or popup.
It is accessible only if the module is enabled for the organization.

Access rules:

Regular users can view and update statuses (if permitted).
Only admins 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 title at the top that includes the current month and year, making it immediately clear that this view is time-based.

Below that:

A month selector
A year selector
A search field to quickly find customers

The main area is a wide grid:

The first column is always Customer name
The second column is always Responsible
After that come up to 10 configurable status columns

Each column header represents a status category defined in settings.

6. Customer Rows and Responsibility

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

The Responsible column:

Shows the team member(s) linked to the customer
Reflects sharing rules (shared_with)
Helps managers instantly see ownership and accountability

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

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

Each configurable column represents a status type.

Examples:

Sales Stage
Execution State
Approval Status
Custom Tag Group
Internal Review Step

Inside each cell:

A status label is shown (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 updating data fast and intuitive.

8. Time-Based Behavior (Month and Year)

A critical concept of Status Controller is that status values are time-scoped.

This means:

Statuses are stored per customer, per column, per month
Changing the month/year shows a different snapshot
Historical progress can be reviewed by switching months

This is extremely powerful for:

Monthly tracking
Performance comparison
Progress auditing
Reporting trends over time

9. Search and Filtering

The search input filters customers in real time:

By customer name
By related identifiers (depending on implementation)

This is especially useful when dealing with large folders.

Pagination controls like Load More or Load All prevent performance issues while still allowing access to full datasets.

10. Settings and Configuration (High Level)

The gear icon opens the Status control settings, which is where the structure of the Status Controller is defined.

From settings, admins can:

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

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

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

11. How Data Is Stored and Used

Behind the scenes:

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

This design allows:

Fast loading
Historical views
Clean separation between 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 Responsible column to follow up with the right person

No extra navigation is needed.

13. Why Status Controller Is Powerful

The Status Controller is powerful because it:

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

It is not just a report — it is a live operational control panel.

14. Relationship to Other Modules

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

15. Summary (Plain Words)

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

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

It turns customer data into actionable visibility.