Overview
The Stakeholder Manager tool (name may change) allows Admin Panel users to list and edit Stakeholders on the Treetracker platform.
A Stakeholder (currently called an Entity) is any Person or Organization who can create or own impact.
This issue captures the first use case: Viewing Stakeholder details and relationships.
This is a new page in the Admin Panel that lists Stakeholders, displays the basic information associated with them and groups together Stakeholders to show parent-child relationships.
Stakeholder Information
The basic information currently available (as displayed in the mockup above) is:
- Type (organization or person)
- Name (first and last name for a person)
- ID
- Logo (for organizations)
- Map name (subset of trees displayed on https://treetracker.org)
- Email
- Phone number
- Website
Stakeholders are linked by relationships. Each relationship has a parent and child Stakeholder, and annotations for the Type and Role of the relationship.
In the Stakeholder list, child stakeholders are displayed immediately below their parents.
Layout
The tool follows the same convention as other Admin Panel tools, using pagination to display a number of entries at a time.
Stakeholders can be sorted and filtered on any of the displayed fields, and a search box allows quick-look filtering on arbitrary fields.
API
A new API microservice will be created to support the Stakeholder Manager tool (outside the scope of this issue). This will be a stub API only during development. Details to follow.
Permissions
New role policies list_stakeholders
and manage_stakeholders
and at least one new role Stakeholder Manager
will be created to restrict who can view the Stakeholder Manager tool.
Incomplete Design Elements
The mockup shown here does not cover everything. There is some work required to determine how the following look/work:
- Filter selection
- Sort selection
- Relationship types and roles
Next Steps
Additional functionality not covered under this issue, but worth keeping in mind when implementing the feature:
- Clicking a Stakeholder will open a modal dialog with additional details and controls for the Stakeholder
- Clicking the Add Stakeholder will open a similar modal that allows the user to create a new Stakeholder