[Chat & CRM] Custom Solution page — Insights UI polish
Jira: BIF-8682 · Epic: BIF-8695
Overview
UI polish for the Custom Solution page in Chat & CRM. The embed-Custom-Report capability already exists — this is UI changes only: add a Settings menu entry, rename the sidebar item, and remove the redundant page title. Source: meeting notes.
Scope Changes
- Frontend — Custom Solution page settings menu, sidebar label, title section.
Out of scope
- The embed-Custom-Report capability itself (already supported).
8. User Stories + Acceptance Criteria
| User Story | Importance | Mockup / Technical Notes | Acceptance Criteria |
|---|---|---|---|
| [CRPT-S01] — Insights UI polish As a Chat & CRM user on the Custom Solution page, I want an updated Insights experience (settings access, clearer naming, cleaner layout), so that I can view and manage my embedded Custom Report more easily. | Should Have | Settings URL: https://officeless.mekari.com | — Happy Path — • AC-1: Given a user is on the Custom Solution page, when the page renders, then a Settings menu entry is shown that links to https://officeless.mekari.com. • AC-2: Given the left sidebar, when it renders, then the "Reports" item reads "Insights" (label only — route, permissions and content unchanged). • AC-3: Given the Custom Solution / Insights page, when it renders, then the page Title section is removed and content starts directly at the report area. |
Open questions
- Should the Settings link open in a new tab or the same tab?
- Which roles/permissions see the Settings menu entry?
- The source listed "Remove Title section" twice — confirm there is a single Title section to remove (not two distinct ones).