EquineStep

native admin dashboard

Training Module ManagerCreate, edit, save, delete, and manage training modules.Fake data only

Platform Admin

Today

What needs attention

Fake data only

Users

5

Platform and tenant users.

Organizations

4

Owner, facility, and service groups.

Assets

1

Neutral asset model with demo labels.

Handshakes

1

Relationship request states.

Scopes

11

Permission vocabulary for selected role.

Audit Log

3

Seed entries plus simulator events.

Geographic overview

State-based service index

active page

State is the first geographic layer for admin growth tracking and future service discovery. Larger states can add region or metro labels later; county-level organization is not needed yet.

3states
5people/users
1barns/facilities
1trainers
2farriers/pros
1pending handshakes

OK

Eastern Oklahoma
people
1
barns/facilities
0
trainers
0
farriers/pros
2
assets
0
pending
0
future filterstate firstregion/metro later

TN

Southeast operations
people
1
barns/facilities
0
trainers
0
farriers/pros
0
assets
0
pending
0
future filterstate firstregion/metro later

TX

Central Texas, North Texas
people
3
barns/facilities
1
trainers
1
farriers/pros
0
assets
1
pending
1
future filterstate firstregion/metro later

Search/index concept

Future service discovery

mock-only
barns near metrainers near mefarriers near mefacilities by stateprofessionals by state

This is an index concept only. It does not perform live search, use real location services, or expose production customer data.

Role Dashboard Switcher

View dashboard as

admin preview mode

Platform Admin can preview each role dashboard in mock mode. Normal mock users only see dashboards attached to their selected role/context cards. This does not create separate production accounts or change the base user/person model.

base identity: user/personselected role/context controls visible dashboardselected mock user: Platform Admin
Platform Admin5 context(s)

Platform admin can preview every dashboard/user context in mock mode.

Client-only user1 context(s)

Client-only user sees only the owner/client dashboard.

Client + Barn user2 context(s)

Client + Barn user sees owner/client and facility/barn contexts.

Client + Trainer user2 context(s)

Client + Trainer user sees owner/client and trainer contexts.

Multi-role user4 context(s)

Multi-role user sees only attached contexts, not the platform admin dashboard.

Platform Admin Dashboard

Native admin dashboard for tenant oversight, diagnostics, forms, and audit context.

Asset Owner / Client Dashboard

Preview owner/client assets, relationships, handshakes, records, assigned tasks, and calendar.

Facility / Barn Manager Dashboard

Preview facility/barn connected assets, handshakes, location settings, chores, and facility calendar.

Trainer Dashboard

Preview trainer clients/assets, program templates, Step Detail Builder, homework, and schedule.

Professional / Farrier Dashboard

Preview professional visits, authored records, retained access, follow-up care, and service profile placeholders.

Product Architecture Status

Framework consolidation

mock-provider

Working now

  • Owner Dashboard v1started

    Owner overview, tasks, calendar, records, and relationship examples are visible.

  • Facility / Barn Dashboard v1started

    Facility workflow sections are now built from the mock provider.

  • Trainer Dashboard v1started

    Trainer workflow sections, program templates, structured step builder, homework, calendar, records, and next-step flow are built from the mock provider.

  • Professional / Farrier Dashboard v1started

    Professional workflow sections, visits, authored records, follow-up care, retained access, coordination, and service profile placeholders are built from the mock provider.

  • Role Dashboard Switcherworking mock navigation

    Platform Admin can preview all role dashboard contexts; normal mock users see only attached dashboards.

  • Context-Aware Left Menuworking mock navigation

    Sidebar menu labels change by active role context while keeping attached dashboards accessible.

  • Admin Control Roomworking prototype

    Core navigation, overview, forms, handshakes, diagnostics, and role shells remain active.

  • Supabase base schemaapplied

    Core tables, fake/demo seed data, and auth_user_id mapping exist in Supabase.

  • Supabase Providernot active

    Main dashboard/forms/actions still use the mock provider.

  • RLS Policiesdrafted, not applied

    Limited test RLS migration exists but remains unapplied.

  • WordPress Connectornot active

    No EquineSteps.com connector exists yet.

Mock-only

  • Admin forms and local state writesmock-only

    Create/update actions mutate local React/mock state and audit entries only.

  • Assignment Cardsframework added

    Typed model, structured step detail builder, trainer homework, facility tasks, and professional follow-up context exist; database tables are draft-only.

  • Calendar / Eventsframework added

    Typed model and mock context exist; database tables are draft-only.

  • Geographic Indexingframework added

    State, city, region, and service-area hints exist in mock data only.

Shell-only

    Schema gaps

    • Assignment cardsgap found

      No applied tables for assignments, templates, structured step details, or completion state.

    • Calendar/eventsgap found

      No applied tables for events, attendees, visibility, or event links.

    • Geographic/service discovery fieldsgap found

      No applied location columns for users, organizations, assets, or discovery profiles.

    Recommended next milestones

    1. Role-dashboard consolidation and workflow cleanup across owner, facility, trainer, and professional surfaces.
    2. Real user/contact invite and auth-linking plan for barns, trainers, professionals, and owners.
    3. Manual review/apply of draft migration 005 and seed 003 in fake/test Supabase.
    4. Plan/test limited RLS policies for assignments, step details, calendar events, geography, and role dashboards before any provider switch.
    5. First limited Supabase-backed facility or owner panel after RLS and fake/test data checks pass.