diff --git a/docs/DESIGN/product-specification.md b/docs/DESIGN/product-specification.md
index a15ae177..0163fa86 100644
--- a/docs/DESIGN/product-specification.md
+++ b/docs/DESIGN/product-specification.md
@@ -277,8 +277,8 @@ Provide clients with a customizable dashboard showing key business metrics, quic
- Module visibility preferences (shown/hidden for each)
**Information Provided to User:**
-- Visual feedback during customization process
-- Immediate visibility changes when toggling metrics
+- Feedback during customization process
+- Immediate updates when toggling metrics
- Confirmation of saved preferences ("Layout saved")
- Personalized dashboard reflecting choices
@@ -338,7 +338,7 @@ Manage invoices, review spending, and approve payments for completed shifts. Cli
**Information Provided to User:**
- Total spending amount for period (prominently displayed)
-- Visual or categorical breakdown of spending
+- Spending breakdown by category
- Pending invoices summary (quantity and total amount)
- Historical invoice list with key details
@@ -451,7 +451,7 @@ Provide real-time visibility into daily staffing levels, unfilled positions, and
**Information Provided to User:**
- Coverage metrics and percentages
-- Visual status indicators for each shift
+- Status information for each shift
- Critical alerts for staffing gaps
- Complete shift details with assignment status
@@ -1020,36 +1020,33 @@ Provide comprehensive business intelligence through various report types. Client
#### Story 2: View Performance Report (KPIs)
**As a** client
-**I want to** see my business performance KPIs with visual indicators
+**I want to** see my business performance KPIs with status context
**So that** I can identify areas needing improvement
-**User Flow:**
-1. User taps "Performance Report" from hub
-2. User sees date/period selector
-3. Report displays:
+**Task Flow:**
+1. User accesses Performance Report
+2. User selects time period for analysis
+3. System presents overview displaying:
- **Overall Performance Score**: 0-100 with rating (Excellent ≥90, Good 75-89, Needs Work <75)
- **4 Key Performance Indicators**:
- **Fill Rate**: Percentage of positions filled (Target: 95%)
- **Completion Rate**: Percentage of shifts completed without issues
- **On-Time Rate**: Percentage of workers arriving on time
- **Average Fill Time**: How quickly positions are filled (Target: 3 hours)
-4. Each KPI shows:
- - Progress bar with percentage
- - Color coding: Green (≥90%), Yellow (75-89%), Red (<75%)
- - Comparison to target
-5. User can change period to see trends
+4. Each KPI shows current value, percentage, and comparison to target
+5. User can change period to see trends over time
-**Inputs:**
-- Date/period selection
+**Information Required:**
+- Time period selection
-**Outputs:**
-- Overall score with rating
-- 4 KPI cards with progress bars and colors
-- Visual indicators for meeting/missing targets
+**Information Provided to User:**
+- Overall performance score with rating label
+- Individual KPI values with percentage and target comparison
+- Trend data when different periods are selected
**Edge Cases:**
-- Insufficient data: Shows "Need more data to calculate" message
-- All KPIs excellent: Green theme with celebration message
+- Insufficient data: Message indicating "Need more data to calculate"
+- All KPIs meeting targets: Positive feedback message
---
@@ -1064,7 +1061,7 @@ Provide comprehensive business intelligence through various report types. Client
3. System presents financial analysis displaying:
- **Total Spend**: Prominently displayed total expenditure for selected period
- **Spending Breakdown** across multiple dimensions:
- - By business location (visual distribution)
+ - By business location
- By role or position type
- By day of week
- Cost per hour metrics
@@ -1075,7 +1072,6 @@ Provide comprehensive business intelligence through various report types. Client
**Information Provided to User:**
- Total expenditure amount
-- Visual data representations (pie, bar, line formats)
- Multi-dimensional spending breakdown
- Trend analysis over time
@@ -1132,7 +1128,7 @@ Provide comprehensive business intelligence through various report types. Client
- By position type
- By day of week
- By time of day
- - Trend visualization showing coverage changes over time
+ - Trend analysis showing coverage changes over time
4. User identifies patterns in low-coverage periods or locations
**Information Required:**
@@ -1163,7 +1159,7 @@ Provide comprehensive business intelligence through various report types. Client
- Available worker supply trend projections
- Gap analysis comparing demand against supply
- Strategic recommendations (e.g., "Consider posting shifts earlier to improve fill rates")
-3. User reviews projections and trend visualizations
+3. User reviews projections and trend analysis
**Information Required:**
- Optional date range for forecast period
@@ -1513,7 +1509,7 @@ Provide workers with a personalized dashboard showing shift summaries, recommend
**Edge Cases:**
- No shifts scheduled today: Message "No shifts scheduled today" with access to shift discovery
-- Incomplete profile: Banner prompting profile completion to unlock shift recommendations and features
+- Incomplete profile: System notification prompting profile completion to unlock shift recommendations and features
- No recommended shifts: Alternative messaging suggesting profile enhancement or shift marketplace browsing
---
@@ -1745,7 +1741,7 @@ Comprehensive shift management including browsing available shifts (marketplace)
- No assigned shifts: Message "No upcoming shifts. Browse available shifts in Find tab."
- Cancelled shifts: Display with "Cancelled" status
- Past shifts: May display with "View Feedback" or "View Details" capability
-- Conflicting shifts: Visual indicators or warnings
+- Conflicting shifts: Warnings or conflict notifications
---
@@ -1928,7 +1924,7 @@ Allow workers to set their weekly availability, indicating which days and times
- Optional: Time slot availability within each day
**Information Provided to User:**
-- Visual confirmation of status changes
+- Confirmation of status changes
- Automatic save confirmation
- Updated availability reflected in shift matching algorithm
@@ -2016,8 +2012,8 @@ Track earnings, view payment history, and access early pay options. Workers can
- Total account balance (prominently displayed)
- Amount available for early payment access
- Next scheduled payout date
- - **Earnings Trend Visualization**:
- - Visual representation of earnings over time
+ - **Earnings Trend Analysis**:
+ - Earnings data over time
- Selectable time periods (Day, Week, Month)
- **Payment History Preview**:
- Recent transaction summary
@@ -2028,7 +2024,7 @@ Track earnings, view payment history, and access early pay options. Workers can
**Information Provided to User:**
- Current balance amount
-- Earnings trend visualization
+- Earnings trend analysis
- Payment history preview
**Edge Cases:**
@@ -2419,7 +2415,7 @@ graph TD
A[Start: Navigate to Compliance - Tax Forms] --> B[View Required Forms List]
B --> C{Forms Uploaded?}
C -->|No| D[See Required Forms
W-4, W-9, State Tax]
- C -->|Yes| E[See Uploaded Status
Green Checkmarks]
+ C -->|Yes| E[See Uploaded Status
Completed Status Shown]
D --> F[Tap Upload Form Button]
F --> G{Choose Upload Method}
G -->|Camera| H[Open Camera
Capture Document]
@@ -2440,7 +2436,7 @@ graph TD
R --> S[Status Changes to Pending Review]
S --> T[Admin Reviews if Required]
T --> U{Approved?}
- U -->|Yes| V[Status: Verified Green Check]
+ U -->|Yes| V[Status: Verified]
U -->|No| W[Status: Rejected - Reason Shown]
W --> F
```