C.2: Client Dashboard

Summary

The Client Dashboard is the authenticated client's home view. It shows upcoming scheduled sessions, a homework/action-items placeholder, and a contact counselor call-to-action. If the client has not finished onboarding, the same page opens the client profile completion modal.

Role

• Primary: Client
• Secondary: Counselor, System

Entry Point

• URL: /dashboard
• Navigation: Sidebar -> Dashboard
• Redirect: / routes authenticated clients to /dashboard unless onboarding is required

Preconditions

• Authenticated: yes
• Required role: client
• Current user profile must load successfully

Steps

1. Client opens /dashboard.
2. System loads the current user profile.
3. Dashboard chooses the client dashboard variant based on account_type.
4. System queries scheduled meetings from now forward, sorted ascending, with a limit of 10.
5. System selects up to three upcoming sessions for the dashboard.
6. Dashboard displays loading, error, empty, or session-card state.
7. Client can click Join/Start Session on a card to open /meeting/:meetingId.
8. Client can click View Details on a card to open /sessions/:meetingId.
9. If there are more sessions than the dashboard preview, client can open /sessions.
10. If onboarding is incomplete, dashboard opens the client profile modal before the normal dashboard flow is complete.

Diagram

Edge Cases

• No sessions: Dashboard displays an empty state explaining there are no upcoming sessions.
• Meetings query failure: Dashboard shows a retry button for session loading.
• Unread conversations: The sidebar Inbox item can show unread count even while the dashboard is active.
• Contact counselor link: The current dashboard CTA links to /messages, but the app route for messaging is /inbox; this appears to be a frontend routing mismatch.
• Onboarding incomplete: Client profile completion modal interrupts dashboard use until required details are submitted.

Screenshot Status

• Captured with Playwright on 2026-04-17 using mocked dashboard API responses:
  • Upcoming sessions:
  • Empty sessions state:
  • Incomplete profile modal:

Related Flows

• C.1 Client Onboarding
• C.4 My Sessions
• C.5 Session Details
• C.7 Meeting Room
• C.9 Inbox