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CO.9: View Clients List ​

Summary ​

Counselors browse, search, filter, and paginate their client list, including pending invitation rows when applicable.

Role ​

  • Primary: Counselor

Entry Point ​

  • URL: /clients
  • Sidebar: Clients

Preconditions ​

  • User is authenticated as a counselor.

Steps ​

  1. Counselor opens /clients.
  2. Frontend loads client relationships and invitation counts.
  3. Counselor searches or filters by visual status.
  4. Page combines client rows and pending invitation rows where needed.
  5. Counselor opens a client row or invitation action.

Diagram ​

Edge Cases ​

  • Invited filter: Invitation rows are included for invited status.
  • Pagination: Client and invitation data are combined for all-status view.
  • Empty list: Page offers invite-client action.

Current Implementation Notes ​

  • Frontend: frontend/src/app/pages/clients.tsx

Screenshot Status ​

  • Not captured.