HIGH story-contact-list-management-peer-mentor-007 5 pts
5
Story Points
High
Priority
Contact List Management
Feature

User Story

As a Peer Mentor (Likeperson)
I want to place a peer mentor on temporary pause or reactivate them, with automated notifications and status tracking
So that I can manage mentors who are temporarily unavailable without removing them from the system, and ensure they are hidden from public listings while paused

Audience Summaries

The pause and reactivate functionality directly addresses a validated, shared requirement from both NHF and HLF client organizations, representing a critical retention mechanism for the peer mentor network. Mentors who take life breaks — due to illness, travel, or personal circumstances — currently face an all-or-nothing choice: remain active (creating assignment noise) or be deleted (losing all history). Deletion destroys certification records and assignment history that took months or years to build, increasing re-onboarding costs and eroding program quality. By enabling temporary pauses with preserved history, this feature reduces mentor attrition, lowers administrative overhead for coordinators, and supports compliance with HLF's requirement to automatically suppress paused mentors from public chapter websites.

This directly protects the program's reputation, reduces coordinator burnout from manual workarounds, and strengthens contract renewal confidence for both NHF and HLF clients.

This high-priority story has a cross-functional delivery footprint spanning UI, backend state management, notification services, and external listing suppression logic. The pause toggle on the mentor detail screen requires a confirmation dialog, optional return date input, and status banner updates — all of which need UX sign-off before development begins. The suppression from external-facing listings introduces a dependency on how those listings are rendered and filtered, which must be scoped with the team early. The coordinator notification service integration (see dependency on story-contact-list-management-coordinator-005) must be available and tested before this story can be fully verified.

Rollout risk is moderate: incorrect suppression logic could expose paused mentors publicly on HLF chapter websites, which is a compliance concern. QA must cover pause, reactivation, and notification flows across both NHF and HLF configurations. Stakeholder sign-off from both client organizations is recommended before release.

Implementation requires additions to the mentor data model to support a paused boolean flag, an optional expected_return_date timestamp, and audit trail entries for pause and reactivation events. The mentor detail screen needs a pause/reactivate toggle wired to a confirmation bottom sheet or dialog component, with conditional rendering of the status banner based on mentor state. The contact list query must filter paused mentors from available mentor selections and visually badge them when displayed to other coordinators. The external listing suppression layer — likely an RLS policy or a view filter on the public-facing API — must be updated to exclude mentors where paused is true.

The coordinator notification service must be invoked after the pause record is persisted, not before, to avoid phantom notifications on failure. Reactivation must atomically clear the paused flag and return date. Edge cases include reactivating a mentor whose certifications have since expired, which may require a separate certification warning rather than a clean active state.

Acceptance Criteria

  • Given I am viewing a peer mentor's detail screen, when I tap the pause/reactivate toggle, then a confirmation dialog is shown explaining the consequences of pausing
  • Given I confirm a pause, when the pause is saved, then the mentor's status banner updates to show paused state with the expected return date if set
  • Given a mentor is paused, when another coordinator views the contact list, then the mentor is visually marked as paused and excluded from available mentor selections
  • Given a pause is initiated, when the pause record is saved, then coordinator notification service sends notifications to relevant coordinators and administrators
  • Given I tap the reactivate toggle on a paused mentor, when reactivation is confirmed, then the mentor's paused status is removed and they become visible in active mentor selections again

Business Value

The pause feature directly addresses a shared requirement from NHF and HLF workshops where mentors need to take breaks due to illness, travel, or life events without formally leaving the program. HLF additionally requires that paused mentors with expired certifications are automatically hidden from their public chapter websites.

Without a formal pause mechanism, coordinators must either delete mentors (losing history) or manually filter them from assignments, creating significant administrative overhead.