HIGH story-contact-list-management-peer-mentor-005 8 pts
8
Story Points
High
Priority
Contact List Management
Feature

User Story

As a Peer Mentor (Likeperson)
I want to open a peer mentor's dedicated detail screen showing their certification status, assigned contacts list, and activity summary
So that I can assess a peer mentor's current capacity, certification validity, and workload before assigning new contacts or initiating a pause

Audience Summaries

HLF's own user research identified that 40% of peer mentors were dissatisfied with coordinator follow-up, a retention risk that directly undermines the program's mission and public reputation. The peer mentor detail screen transforms coordinators from reactive problem-solvers into proactive relationship managers by consolidating certification status, assignment load, and activity metrics into a single decision-ready view. The certification alert banner within 30 days of expiry is particularly high-value: expired certifications automatically suppress mentors from public listings, so early warnings prevent involuntary capacity drops that would otherwise force rushed reassignments. This screen directly supports program quality, mentor retention, and HLF's ability to demonstrate measurable coordinator engagement to funders and partners—key factors in grant renewals and organizational credibility.

This high-priority screen is one of the more complex deliverables in the contact management feature set, requiring data aggregation from multiple repositories: the contact/profile repository, certification records, assignment relationships, and activity logs. Each data source introduces a potential failure point, so loading states and partial-failure handling must be explicitly designed and tested. The five acceptance criteria cover profile header rendering, certification badge states (valid/expiring/expired), alert banner display logic, assigned contacts list with metadata, and time-window filtering for the activity panel. Dependency on story-contact-list-management-coordinator-003 means the navigation entry point must exist before this screen can be end-to-end tested.

Stakeholder review should involve HLF coordinators to validate that the information hierarchy matches real-world decision workflows. Timeline risk: the activity summary panel's time-window filter may require backend query optimization if activity volume is high.

This screen is a composite view requiring parallel or sequential data fetching from at minimum four sources: peer mentor profile (photo, identifiers), certification record (status, expiry date), assigned contacts (name, start date, status), and activity logs (hours aggregated over configurable windows). Certification badge state is derived logic: compute days-until-expiry at render time and map to valid/expiring/expired enum. The 30-day alert banner is a conditional render driven by the same computed value. Assigned contacts list must handle empty state (no assignments) and should paginate or lazy-load if assignment counts can be large.

The activity summary panel needs a time-window selector (e.g., 7d/30d/90d) that triggers a filtered query or re-aggregation—consider whether this is computed client-side from a full activity fetch or driven by separate API calls per window. Performance considerations: avoid N+1 queries for the assigned contacts list. All data fetches must handle loading, error, and empty states independently to prevent a single failed fetch from blocking the entire screen.

Acceptance Criteria

  • Given I open a peer mentor's detail screen, when the data loads, then I see a profile header, certification status badge, assigned contacts list, and activity summary panel
  • Given the peer mentor's certification expires within 30 days, when I view their detail screen, then a certification alert banner is prominently displayed at the top of the screen
  • Given the peer mentor has an expired certification, when I view their detail screen, then the certification status badge shows a red expired state and the mentor is visually distinguished from active mentors
  • Given I view the assigned contacts list, when the mentor has active assignments, then each assignment shows the contact name, assignment start date, and current status
  • Given I view the activity summary panel, when I select a different time window, then the summary updates to show hours and activity counts for the selected period

Business Value

HLF reported in their user survey that 40% of peer mentors were dissatisfied with coordinator follow-up. A dedicated peer mentor detail screen with certification and activity visibility gives coordinators the information density required for proactive follow-up rather than reactive crisis management. Certification status visibility is especially critical given HLF's requirement that expired certifications automatically hide mentors from public listings.