Add School Board Oversight Persona/Role-Based Dashboard

Summary

Create a role-based/persona-driven dashboard feature that tailors views and metrics based on user oversight responsibilities. The primary client is a citizen council for School Board oversight in Marion County, FL.

Background

The current executive dashboard shows generic contract data across all departments. Different oversight roles need focused views:

• School Board Oversight (Primary): Citizens monitoring education-related spending
• Public Works Oversight: Infrastructure and construction contracts
• General Administration: County-wide procurement overview

Requirements

Phase 1: School Board Oversight Dashboard

• [ ] Create dedicated School Board view at /school-board route
• [ ] Filter contracts to education-relevant categories:
• Textbooks and curriculum materials
• Student transportation (buses, routing)
• Facilities maintenance and construction
• Food services and cafeteria
• Technology and IT for schools
• Instructional services and staffing agencies
• [ ] Add education-specific KPIs:
• Cost per student analysis
• % of budget to instruction vs administration
• Vendor performance on school contracts
• Compliance with education regulations
• [ ] Citizen-friendly language and explanations
• [ ] Focus on transparency metrics

Phase 2: Role/Persona System

• [ ] Add persona selector in navigation or settings
• [ ] Persist user's preferred view
• [ ] Role-based filtering across all pages
• [ ] Custom alert priorities per role

Phase 3: Additional Personas (Future)

• [ ] Public Works Oversight view
• [ ] Parks & Recreation view
• [ ] General Administration view

Technical Approach

1. Add persona field to user preferences (localStorage for now)
2. Create persona-specific dashboard templates or conditional rendering
3. Add department/category filters to backend queries
4. Create education-specific metrics calculations

Mockup/Design Notes

• Highlight metrics citizens care about (cost efficiency, vendor accountability)
• Use plain language, avoid procurement jargon
• Include "What does this mean?" tooltips for technical terms
• Show trends and comparisons (vs last year, vs state averages)

Acceptance Criteria

• [ ] School Board oversight users see only education-related contracts by default
• [ ] KPIs are relevant to education spending oversight
• [ ] Dashboard is understandable to non-technical citizens
• [ ] Can switch between personas if needed
• [ ] Data remains accurate and real-time

---
🤖 Generated with Claude Code