Law/context/09_metrics_dashboard.md

Metrics & Dashboard Context

Admin Dashboard

• Highlight new requests
• Count by status
• SLA overdue
• Avg first response time
• Avg time in status
• SLA by topic + status transition
• Overdue by transition (topic:status->*)
• Per-lawyer workload (active and total assigned requests)
• Per-lawyer financial block:
• active requests amount (sum of fixed request amounts for active requests)
• monthly paid gross (sum of paid requests in current month)
• monthly salary (sum of paid request amount * lawyer percent)

Lawyer Dashboard

• Assigned requests
• Unassigned requests queue
• Active requests by statuses
• New/unseen messages
• New/unseen files
• Unseen status changes
• Unseen state is request-level (single marker per request)
• Opening request resets unseen marker
• One-time green dot can be shown for changed entity type (message/file/status)

Data Sources

• requests
• status_history
• messages
• attachments
• sla config (topic_status_transitions, field sla_hours)
• notification/read markers
• lawyer financial profile (default_rate, salary_percent)
• fixed financial fields in request (effective_rate, invoice_amount, paid_at, paid_by_admin_id)

Payment Event Rule

• Fact of payment is recognized only on ADMIN status change to "Оплачено"
• This event timestamp is used as payment date for monthly gross/salary
• A request may produce multiple paid events; monthly aggregates sum all paid events in month
• Salary formula: invoice_amount * salary_percent

Implemented Marker Fields (P13)

• request-level booleans: client_has_unread_updates, lawyer_has_unread_updates
• request-level event types: client_unread_event_type, lawyer_unread_event_type
• overview now exposes aggregate counters:
  • unread_for_clients
  • unread_for_lawyers

Implemented SLA Snapshot (P19)

• overview includes:
• sla_overdue (total)
• overdue_by_status
• overdue_by_transition
• frt_avg_minutes
• avg_time_in_status_hours

Implemented Notifications (P20)

• Notification storage: table notifications
• Channels:
• in-site notifications for CLIENT and ADMIN_USER
• Telegram (if bot configured; otherwise mock logging)
• Events:
• MESSAGE, ATTACHMENT, STATUS, SLA_OVERDUE
• Read behavior:
• opening request marks related notifications as read for viewer side

Implemented Dashboard Role Split (P21)

• /api/admin/metrics/overview is role-aware:
• ADMIN sees global metrics and full per-lawyer block
• LAWYER sees scoped metrics for own assigned requests + unassigned queue
• Added counters:
• assigned_total
• active_assigned_total
• unassigned_total
• my_unread_updates
• my_unread_by_event
• Per-lawyer financial metrics:
• active_amount (sum requests.invoice_amount for active assigned requests)
• monthly_paid_events (count of status_history.to_status == PAID/ОПЛАЧЕНО in current month)
• monthly_paid_gross (sum invoice amount per paid event in current month)
• monthly_salary (monthly_paid_gross * salary_percent / 100)
• Financial source fields added:
• admin_users.default_rate
• admin_users.salary_percent
• requests.effective_rate
• requests.invoice_amount
• requests.paid_at
• requests.paid_by_admin_id