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Concierge Services Management

Every concierge request, its payment state, and the refund approval chain.

Christine’s Admin spec §Concierge Services Management

Concierge key metrics

  • Open service requests

    4

    2 pending, 2 in progress

  • Revenue this month

    $17,500

    across 3 tiers + add-ons

  • Refunds awaiting approval

    1

    needs Finance + Super Admin

  • Flagged: unapproved work

    1

    CNG-26-0129

Filter requests

[ on or after; leave empty for every date ]

[ All five filters are live, on the same linkListFilter every dashboard uses; the date one is a >= comparison rather than an equality match. In Drupal all five are one View’s exposed filters, not custom code. ]

Concierge service requests

6 of 6 shown

All concierge service requests with tier, status, payment and refund state
Request User Tier Status Price charged Assigned staff Payment Refund Detail
CNG-26-0141 Requested 4/12/26 Seller of 1214 Rothsay Cir seller2000 · 1214 Rothsay Cir, 23220 $5,500 + 1 add-on Sample Concierge A Paid Card · 4/14/26 — Invoice
CNG-26-0138 Requested 4/14/26 Seller of 4417 Kensington Ave seller2002 · 4417 Kensington Ave, 23221 $2,500 no add-ons Sample Concierge B Paid Card · 4/16/26 Under Review Invoice
CNG-26-0135 Requested 4/17/26 Seller of 3300 Monument Ave seller2005 · 3300 Monument Ave, 23221 $6,000 + 2 add-ons Sample Concierge A Partial Refund Card · 4/19/26 Processed Invoice
CNG-26-0131 Requested 4/20/26 Seller of 4120 Grove Ave seller2008 · 4120 Grove Ave, 23221 $500 no add-ons n/a — tier 1 Pending Card · 4/22/26 — Invoice
CNG-26-0129 Requested 4/23/26 Seller of 1310 Bellevue Ave seller2011 · 1310 Bellevue Ave, 23227

Unapproved work

 $2,500 no add-ons Sample Concierge B Paid Card · 4/25/26 — Invoice
CNG-26-0124 Requested 4/25/26 Seller of 1204 Westover Hills Blvd seller2013 · 1204 Westover Hills Blvd, 23225 $500 no add-ons n/a — tier 1 Paid Card · 4/27/26 Denied Invoice

[ Spec columns l–m (tasks performed, cost impact per task) and g (notes) open in the row’s Tasks / Notes panels rather than the table — fifteen columns inline is unreadable, and the client asked for a table she can scan. ]

Working on case — CNG-26-0141

Spec column l–m. Each entry is one concierge_task paragraph on the case, which is what produces both the customer-facing “what has been done for you” list and the internal time and cost accounting the customer never sees.

[ Time spent and internal notes stay staff-side. The customer view at dashboard-seller-concierge.html shows the task, who did it and when — nothing else (Rule 9). ]

Refund approval — CNG-26-0138

Christine’s control model is explicit and strict: no one may approve their own work, financial actions require dual approval, and a refund runs Finance initiates → Super Admin approves. The chain below is therefore the interface, not a summary of it — only the current actor’s action is available.

  1. Customer Service Agent · Initiates review

    Cannot approve. Raises the case and records the customer's reason.

  2. Concierge Manager · Validates service usage

    Confirms what was actually delivered. Cannot approve their own team's work.

  3. Finance Admin · Approves refund Awaiting

    Approves the amount. Cannot approve a refund they initiated.

  4. System Admin · Executes in payment system

    Executes only after Finance approval. Dual approval is mandatory.

You are signed in as Finance Admin

Disabled for this role: executing the refund in the payment system. That is the System Admin’s step, and it unlocks only once this approval is recorded — the segregation is the control.

[ Spec: “Sensitive actions require confirmation or 2FA.” The 2FA challenge is not simulated — a fake one teaches staff to click through the real one. Flag for Christine. ]

Audit trail

“Every edit, approval, or deletion: logged with timestamp, linked to user ID, viewable by Compliance & Auditor roles.” Concierge assignments and their financial status are item 8 on Christine’s audit list.

  1. Refund CNG-26-0138 moved to Under ReviewSample Concierge B · Concierge Manager · 5/4/26 2:14 pm
  2. Tier changed 2 → 3 on CNG-26-0141Sample Concierge A · Super Admin · 5/3/26 9:40 am
  3. Flagged: unapproved work on CNG-26-0129System · 5/2/26 6:02 pm
  4. Partial refund executed on CNG-26-0135 — $1,250Sample Concierge A · System Admin · 4/29/26 11:20 am

How this gets built — read before estimating

This screen is a design reference for a Drupal back-office view, not a page to build as a custom front-end. Drupal already provides the admin theme, Views (this table, its filters, its exports), Views Bulk Operations (the bulk actions), and role-based access. Re-implementing them by hand would contradict the project’s own “configuration over custom code” agreement and the rule that the only sanctioned custom module at launch is link_booking.

What genuinely needs building is the part Views cannot express: the dual-approval refund state machine with its no-self-approval constraint, and the audit entries it writes. That is a workflow problem (Content Moderation / ECA or a small custom module), and it is the piece worth scoping carefully.

[ Ten of Christine’s eleven admin sections are unbuilt. Her spec runs to 24 pages including a full RBAC matrix across 10 roles — that is a project of its own, and it should be scoped separately from the public marketplace. Flag for Christian. ]