refactor(reporting-layout): streamline sidebar and content layout

- Replaced the existing sidebar implementation with a new ReportingSider component that accepts collapse state and toggle function as props.
- Simplified the ReportingCollapsedButton component for better readability and functionality.
- Updated layout styles to enhance responsiveness and maintain consistent margins.
- Removed unused CSS styles related to the sidebar for cleaner code.

.claude/settings.local.json

@@ -8,6 +8,7 @@
       "Bash(move:*)",
       "Bash(mv:*)",
       "Bash(grep:*)",
+      "Bash(rm:*)",
       "Bash(rm:*)"
     ],
     "deny": []

worklenz-backend/src/controllers/survey-controller.ts

@@ -164,4 +164,38 @@ export default class SurveyController extends WorklenzControllerBase {
 
     return res.status(200).send(new ServerResponse(true, response));
   }
+
+  @HandleExceptions()
+  public static async checkAccountSetupSurveyStatus(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const userId = req.user?.id;
+
+    if (!userId) {
+      return res.status(200).send(new ServerResponse(false, null, "User not authenticated"));
+    }
+
+    const q = `
+      SELECT EXISTS(
+        SELECT 1 
+        FROM survey_responses sr
+        INNER JOIN surveys s ON sr.survey_id = s.id
+        WHERE sr.user_id = $1 
+        AND s.survey_type = 'account_setup'
+        AND sr.is_completed = true
+      ) as is_completed,
+      (
+        SELECT sr.completed_at
+        FROM survey_responses sr
+        INNER JOIN surveys s ON sr.survey_id = s.id
+        WHERE sr.user_id = $1 
+        AND s.survey_type = 'account_setup'
+        AND sr.is_completed = true
+        LIMIT 1
+      ) as completed_at;
+    `;
+
+    const result = await db.query(q, [userId]);
+    const status = result.rows[0] || { is_completed: false, completed_at: null };
+
+    return res.status(200).send(new ServerResponse(true, status));
+  }
 }

worklenz-backend/src/routes/apis/survey-api-router.ts

@@ -8,6 +8,9 @@ const surveyApiRouter = express.Router();
 // Get account setup survey with questions
 surveyApiRouter.get("/account-setup", safeControllerFunction(SurveyController.getAccountSetupSurvey));
 
+// Check if user has completed account setup survey
+surveyApiRouter.get("/account-setup/status", safeControllerFunction(SurveyController.checkAccountSetupSurveyStatus));
+
 // Submit survey response
 surveyApiRouter.post("/responses", surveySubmissionValidator, safeControllerFunction(SurveyController.submitSurveyResponse));
 

worklenz-frontend/public/locales/alb/account-setup.json

@@ -80,6 +80,8 @@
   "discoveryQuestion": "Si dëgjove për ne?",
   "allSetTitle": "Çdo gjë gati!",
   "allSetDescription": "Le të krijojmë projektin tënd të parë dhe të fillojmë me Worklenz",
+  "surveyCompleteTitle": "Faleminderit!",
+  "surveyCompleteDescription": "Përgjigjet tuaja na ndihmojnë të përmirësojmë Worklenz për të gjithë",
   "aboutYouStepName": "Rreth teje",
   "yourNeedsStepName": "Nevojat e tua",
   "discoveryStepName": "Zbulimi",

worklenz-frontend/public/locales/de/account-setup.json

@@ -90,6 +90,8 @@
   "discoveryQuestion": "Wie haben Sie von uns erfahren?",
   "allSetTitle": "Sie sind bereit!",
   "allSetDescription": "Lassen Sie uns Ihr erstes Projekt erstellen und mit Worklenz beginnen",
+  "surveyCompleteTitle": "Vielen Dank!",
+  "surveyCompleteDescription": "Ihr Feedback hilft uns, Worklenz für alle zu verbessern",
   "aboutYouStepName": "Über Sie",
   "yourNeedsStepName": "Ihre Bedürfnisse", 
   "discoveryStepName": "Entdeckung",

worklenz-frontend/public/locales/en/account-setup.json

@@ -88,6 +88,8 @@
   "discoveryQuestion": "How did you hear about us?",
   "allSetTitle": "You're all set!",
   "allSetDescription": "Let's create your first project and get started with Worklenz",
+  "surveyCompleteTitle": "Thank you!",
+  "surveyCompleteDescription": "Your feedback helps us improve Worklenz for everyone",
   "aboutYouStepName": "About You",
   "yourNeedsStepName": "Your Needs", 
   "discoveryStepName": "Discovery",

worklenz-frontend/public/locales/es/account-setup.json

@@ -91,6 +91,8 @@
   "discoveryQuestion": "¿Cómo te enteraste de nosotros?",
   "allSetTitle": "¡Ya estás listo!",
   "allSetDescription": "Vamos a crear tu primer proyecto y comenzar con Worklenz",
+  "surveyCompleteTitle": "¡Gracias!",
+  "surveyCompleteDescription": "Tu retroalimentación nos ayuda a mejorar Worklenz para todos",
   "aboutYouStepName": "Sobre ti",
   "yourNeedsStepName": "Tus necesidades", 
   "discoveryStepName": "Descubrimiento",

worklenz-frontend/public/locales/pt/account-setup.json

@@ -91,6 +91,8 @@
   "discoveryQuestion": "Como você soube sobre nós?",
   "allSetTitle": "Você está pronto!",
   "allSetDescription": "Vamos criar seu primeiro projeto e começar com o Worklenz",
+  "surveyCompleteTitle": "Obrigado!",
+  "surveyCompleteDescription": "Seu feedback nos ajuda a melhorar o Worklenz para todos",
   "aboutYouStepName": "Sobre você",
   "yourNeedsStepName": "Suas necessidades", 
   "discoveryStepName": "Descoberta",

worklenz-frontend/public/locales/zh/account-setup.json

@@ -89,6 +89,8 @@
   "discoveryQuestion": "您是如何听说我们的？",
   "allSetTitle": "一切就绪！",
   "allSetDescription": "让我们创建您的第一个项目并开始使用 Worklenz 吧",
+  "surveyCompleteTitle": "谢谢！",
+  "surveyCompleteDescription": "您的反馈有助于我们为所有人改进 Worklenz",
   "aboutYouStepName": "关于您",
   "yourNeedsStepName": "您的需求",
   "discoveryStepName": "发现",

worklenz-frontend/src/api/survey/survey.api.service.ts

@@ -18,5 +18,10 @@ export const surveyApiService = {
   async getUserSurveyResponse(surveyId: string): Promise<IServerResponse<ISurveyResponse>> {
     const response = await apiClient.get<IServerResponse<ISurveyResponse>>(`${API_BASE_URL}/surveys/responses/${surveyId}`);
     return response.data;
+  },
+
+  async checkAccountSetupSurveyStatus(): Promise<IServerResponse<{ is_completed: boolean; completed_at?: string }>> {
+    const response = await apiClient.get<IServerResponse<{ is_completed: boolean; completed_at?: string }>>(`${API_BASE_URL}/surveys/account-setup/status`);
+    return response.data;
   }
 };

worklenz-frontend/src/components/account-setup/survey-step.tsx

@@ -20,6 +20,7 @@ interface Props {
   styles: any;
   isDarkMode: boolean;
   token?: any;
+  isModal?: boolean; // New prop to indicate if used in modal context
 }
 
 interface SurveyPageProps {
@@ -29,6 +30,7 @@ interface SurveyPageProps {
   surveyData: IAccountSetupSurveyData;
   handleSurveyDataChange: (field: keyof IAccountSetupSurveyData, value: any) => void;
   handleUseCaseToggle?: (value: UseCase) => void;
+  isModal?: boolean;
 }
 
 // Page 1: About You
@@ -235,7 +237,7 @@ const YourNeedsPage: React.FC<SurveyPageProps> = ({ styles, token, surveyData, h
 };
 
 // Page 3: Discovery
-const DiscoveryPage: React.FC<SurveyPageProps> = ({ styles, token, surveyData, handleSurveyDataChange }) => {
+const DiscoveryPage: React.FC<SurveyPageProps> = ({ styles, token, surveyData, handleSurveyDataChange, isModal }) => {
   const { t } = useTranslation('account-setup');
   
   const howHeardAboutOptions: { value: HowHeardAbout; label: string; icon: string }[] = [
@@ -291,14 +293,18 @@ const DiscoveryPage: React.FC<SurveyPageProps> = ({ styles, token, surveyData, h
 
       <div className="mt-12 p-1.5 rounded-lg text-center" style={{ backgroundColor: token?.colorSuccessBg, borderColor: token?.colorSuccessBorder, border: '1px solid' }}>
         <div className="text-4xl mb-3">🎉</div>
-        <Title level={4} style={{ color: token?.colorText, marginBottom: 8 }}>{t('allSetTitle')}</Title>
+        <Title level={4} style={{ color: token?.colorText, marginBottom: 8 }}>
-        <Paragraph style={{ color: token?.colorTextSecondary, marginBottom: 0 }}>{t('allSetDescription')}</Paragraph>
+          {isModal ? t('surveyCompleteTitle') : t('allSetTitle')}
+        </Title>
+        <Paragraph style={{ color: token?.colorTextSecondary, marginBottom: 0 }}>
+          {isModal ? t('surveyCompleteDescription') : t('allSetDescription')}
+        </Paragraph>
       </div>
     </div>
   );
 };
 
-export const SurveyStep: React.FC<Props> = ({ onEnter, styles, isDarkMode, token }) => {
+export const SurveyStep: React.FC<Props> = ({ onEnter, styles, isDarkMode, token, isModal = false }) => {
   const { t } = useTranslation('account-setup');
   const dispatch = useDispatch();
   const { surveyData, surveySubStep } = useSelector((state: RootState) => state.accountSetupReducer);
@@ -339,9 +345,9 @@ export const SurveyStep: React.FC<Props> = ({ onEnter, styles, isDarkMode, token
   };
 
   const surveyPages = [
-    <AboutYouPage key="about-you" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} />,
+    <AboutYouPage key="about-you" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} isModal={isModal} />,
-    <YourNeedsPage key="your-needs" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} handleUseCaseToggle={handleUseCaseToggle} />,
+    <YourNeedsPage key="your-needs" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} handleUseCaseToggle={handleUseCaseToggle} isModal={isModal} />,
-    <DiscoveryPage key="discovery" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} />
+    <DiscoveryPage key="discovery" styles={styles} isDarkMode={isDarkMode} token={token} surveyData={surveyData} handleSurveyDataChange={handleSurveyDataChange} isModal={isModal} />
   ];
 
   React.useEffect(() => {

worklenz-frontend/src/components/survey/SurveyPromptModal.tsx

@@ -0,0 +1,244 @@
+import React, { useState, useEffect, useRef } from 'react';
+import { Modal, Button, Result, Spin, Flex } from '@/shared/antd-imports';
+import { SurveyStep } from '@/components/account-setup/survey-step';
+import { useSurveyStatus } from '@/hooks/useSurveyStatus';
+import { useTranslation } from 'react-i18next';
+import { useAppSelector } from '@/hooks/useAppSelector';
+import { useAppDispatch } from '@/hooks/useAppDispatch';
+import { surveyApiService } from '@/api/survey/survey.api.service';
+import { appMessage } from '@/shared/antd-imports';
+import { ISurveySubmissionRequest } from '@/types/account-setup/survey.types';
+import logger from '@/utils/errorLogger';
+import { resetSurveyData, setSurveySubStep } from '@/features/account-setup/account-setup.slice';
+
+interface SurveyPromptModalProps {
+  forceShow?: boolean;
+  onClose?: () => void;
+}
+
+export const SurveyPromptModal: React.FC<SurveyPromptModalProps> = ({ forceShow = false, onClose }) => {
+  const { t } = useTranslation('survey');
+  const dispatch = useAppDispatch();
+  const [visible, setVisible] = useState(false);
+  const [submitting, setSubmitting] = useState(false);
+  const [surveyCompleted, setSurveyCompleted] = useState(false);
+  const [surveyInfo, setSurveyInfo] = useState<{ id: string; questions: any[] } | null>(null);
+  const { hasCompletedSurvey, loading, refetch } = useSurveyStatus();
+  const themeMode = useAppSelector(state => state.themeReducer.mode);
+  const surveyData = useAppSelector(state => state.accountSetupReducer.surveyData);
+  const surveySubStep = useAppSelector(state => state.accountSetupReducer.surveySubStep);
+  const isDarkMode = themeMode === 'dark';
+
+  useEffect(() => {
+    if (forceShow) {
+      setVisible(true);
+      dispatch(resetSurveyData());
+      dispatch(setSurveySubStep(0));
+      
+      // Fetch survey info
+      const fetchSurvey = async () => {
+        try {
+          const response = await surveyApiService.getAccountSetupSurvey();
+          if (response.done && response.body) {
+            setSurveyInfo({
+              id: response.body.id,
+              questions: response.body.questions || []
+            });
+          }
+        } catch (error) {
+          logger.error('Failed to fetch survey', error);
+        }
+      };
+      
+      fetchSurvey();
+    } else if (!loading && hasCompletedSurvey === false) {
+      // Reset survey data when modal will be shown
+      dispatch(resetSurveyData());
+      dispatch(setSurveySubStep(0));
+      
+      // Fetch survey info
+      const fetchSurvey = async () => {
+        try {
+          const response = await surveyApiService.getAccountSetupSurvey();
+          if (response.done && response.body) {
+            setSurveyInfo({
+              id: response.body.id,
+              questions: response.body.questions || []
+            });
+          }
+        } catch (error) {
+          logger.error('Failed to fetch survey', error);
+        }
+      };
+      
+      fetchSurvey();
+      
+      // Show modal after a 5 second delay to not interrupt user immediately
+      const timer = setTimeout(() => {
+        setVisible(true);
+      }, 5000);
+
+      return () => clearTimeout(timer);
+    }
+  }, [loading, hasCompletedSurvey, dispatch, forceShow]);
+
+  const handleComplete = async () => {
+    try {
+      setSubmitting(true);
+      
+      if (!surveyData || !surveyInfo) {
+        throw new Error('Survey data not found');
+      }
+
+      // Create a map of question keys to IDs
+      const questionMap = surveyInfo.questions.reduce((acc, q) => {
+        acc[q.question_key] = q.id;
+        return acc;
+      }, {} as Record<string, string>);
+
+      // Prepare submission data with actual question IDs
+      const submissionData: ISurveySubmissionRequest = {
+        survey_id: surveyInfo.id,
+        answers: [
+          {
+            question_id: questionMap['organization_type'],
+            answer_text: surveyData.organization_type || ''
+          },
+          {
+            question_id: questionMap['user_role'],
+            answer_text: surveyData.user_role || ''
+          },
+          {
+            question_id: questionMap['main_use_cases'],
+            answer_json: surveyData.main_use_cases || []
+          },
+          {
+            question_id: questionMap['previous_tools'],
+            answer_text: surveyData.previous_tools || ''
+          },
+          {
+            question_id: questionMap['how_heard_about'],
+            answer_text: surveyData.how_heard_about || ''
+          }
+        ].filter(answer => answer.question_id) // Filter out any missing question IDs
+      };
+
+      const response = await surveyApiService.submitSurveyResponse(submissionData);
+      
+      if (response.done) {
+        setSurveyCompleted(true);
+        appMessage.success('Thank you for completing the survey!');
+        
+        // Wait a moment before closing
+        setTimeout(() => {
+          setVisible(false);
+          refetch(); // Update the survey status
+        }, 2000);
+      } else {
+        throw new Error(response.message || 'Failed to submit survey');
+      }
+    } catch (error) {
+      logger.error('Failed to submit survey', error);
+      appMessage.error('Failed to submit survey. Please try again.');
+    } finally {
+      setSubmitting(false);
+    }
+  };
+
+  const handleSkip = () => {
+    setVisible(false);
+    // Optionally, you can set a flag in localStorage to not show again for some time
+    localStorage.setItem('survey_skipped_at', new Date().toISOString());
+    onClose?.();
+  };
+
+  const isCurrentStepValid = () => {
+    switch (surveySubStep) {
+      case 0:
+        return surveyData.organization_type && surveyData.user_role;
+      case 1:
+        return surveyData.main_use_cases && surveyData.main_use_cases.length > 0;
+      case 2:
+        return surveyData.how_heard_about;
+      default:
+        return false;
+    }
+  };
+
+  const handleNext = () => {
+    if (surveySubStep < 2) {
+      dispatch(setSurveySubStep(surveySubStep + 1));
+    } else {
+      handleComplete();
+    }
+  };
+
+  const handlePrevious = () => {
+    if (surveySubStep > 0) {
+      dispatch(setSurveySubStep(surveySubStep - 1));
+    }
+  };
+
+  if (loading) {
+    return null;
+  }
+
+  return (
+    <Modal
+      open={visible}
+      title={surveyCompleted ? null : "Help Us Improve Your Experience"}
+      onCancel={handleSkip}
+      footer={
+        surveyCompleted ? null : (
+          <Flex justify="space-between" align="center">
+            <div>
+              <Button onClick={handleSkip}>
+                Skip for now
+              </Button>
+            </div>
+            <Flex gap={8}>
+              {surveySubStep > 0 && (
+                <Button onClick={handlePrevious}>
+                  Previous
+                </Button>
+              )}
+              <Button 
+                type="primary" 
+                onClick={handleNext}
+                disabled={!isCurrentStepValid()}
+                loading={submitting && surveySubStep === 2}
+              >
+                {surveySubStep === 2 ? 'Complete Survey' : 'Next'}
+              </Button>
+            </Flex>
+          </Flex>
+        )
+      }
+      width={800}
+      maskClosable={false}
+      centered
+    >
+      {submitting ? (
+        <div style={{ textAlign: 'center', padding: '40px' }}>
+          <Spin size="large" />
+          <p style={{ marginTop: 16 }}>Submitting your responses...</p>
+        </div>
+      ) : surveyCompleted ? (
+        <Result
+          status="success"
+          title="Thank you!"
+          subTitle="Your feedback helps us improve Worklenz for everyone."
+        />
+      ) : (
+        <div style={{ maxHeight: '70vh', overflowY: 'auto' }}>
+          <SurveyStep 
+            onEnter={() => {}} // Empty function since we handle navigation via buttons
+            styles={{}}
+            isDarkMode={isDarkMode}
+            isModal={true} // Pass true to indicate modal context
+          />
+        </div>
+      )}
+    </Modal>
+  );
+};

worklenz-frontend/src/components/survey/SurveySettingsCard.tsx

@@ -0,0 +1,73 @@
+import React, { useState } from 'react';
+import { Card, Button, Result, Alert } from '@/shared/antd-imports';
+import { CheckCircleOutlined, FormOutlined } from '@/shared/antd-imports';
+import { useSurveyStatus } from '@/hooks/useSurveyStatus';
+import { SurveyPromptModal } from './SurveyPromptModal';
+import { useTranslation } from 'react-i18next';
+
+export const SurveySettingsCard: React.FC = () => {
+  const { t } = useTranslation('settings');
+  const [showModal, setShowModal] = useState(false);
+  const { hasCompletedSurvey, loading } = useSurveyStatus();
+
+  if (loading) {
+    return (
+      <Card loading={true} />
+    );
+  }
+
+  return (
+    <>
+      <Card
+        title={
+          <span>
+            <FormOutlined style={{ marginRight: 8 }} />
+            Personalization Survey
+          </span>
+        }
+        extra={
+          hasCompletedSurvey && (
+            <Button type="link" onClick={() => setShowModal(true)}>
+              Update Responses
+            </Button>
+          )
+        }
+      >
+        {hasCompletedSurvey ? (
+          <Result
+            icon={<CheckCircleOutlined style={{ color: '#52c41a' }} />}
+            title="Survey Completed"
+            subTitle="Thank you for completing the personalization survey. Your responses help us improve Worklenz."
+            extra={
+              <Button onClick={() => setShowModal(true)}>
+                Update Your Responses
+              </Button>
+            }
+          />
+        ) : (
+          <>
+            <Alert
+              message="Help us personalize your experience"
+              description="Take a quick survey to tell us about your organization and how you use Worklenz."
+              type="info"
+              showIcon
+              style={{ marginBottom: 16 }}
+            />
+            <div style={{ textAlign: 'center' }}>
+              <Button type="primary" size="large" onClick={() => setShowModal(true)}>
+                Take Survey Now
+              </Button>
+            </div>
+          </>
+        )}
+      </Card>
+
+      {showModal && (
+        <SurveyPromptModal 
+          forceShow={true} 
+          onClose={() => setShowModal(false)} 
+        />
+      )}
+    </>
+  );
+};

worklenz-frontend/src/components/survey/index.ts

@@ -0,0 +1,2 @@
+export { SurveyPromptModal } from './SurveyPromptModal';
+export { SurveySettingsCard } from './SurveySettingsCard';

worklenz-frontend/src/features/account-setup/account-setup.slice.ts

@@ -61,6 +61,10 @@ const accountSetupSlice = createSlice({
     setSurveySubStep: (state, action: PayloadAction<number>) => {
       state.surveySubStep = action.payload;
     },
+    resetSurveyData: (state) => {
+      state.surveyData = {};
+      state.surveySubStep = 0;
+    },
     resetAccountSetup: () => initialState,
   },
 });
@@ -74,6 +78,7 @@ export const {
   setCurrentStep,
   setSurveyData,
   setSurveySubStep,
+  resetSurveyData,
   resetAccountSetup,
 } = accountSetupSlice.actions;
 

worklenz-frontend/src/hooks/useSurveyStatus.ts

@@ -0,0 +1,49 @@
+import { useState, useEffect } from 'react';
+import { surveyApiService } from '@/api/survey/survey.api.service';
+import logger from '@/utils/errorLogger';
+
+export interface UseSurveyStatusResult {
+  hasCompletedSurvey: boolean | null;
+  loading: boolean;
+  error: Error | null;
+  refetch: () => Promise<void>;
+}
+
+export const useSurveyStatus = (): UseSurveyStatusResult => {
+  const [hasCompletedSurvey, setHasCompletedSurvey] = useState<boolean | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<Error | null>(null);
+
+  const checkSurveyStatus = async () => {
+    try {
+      setLoading(true);
+      setError(null);
+      
+      const response = await surveyApiService.checkAccountSetupSurveyStatus();
+      
+      if (response.done) {
+        setHasCompletedSurvey(response.body.is_completed);
+      } else {
+        setHasCompletedSurvey(false);
+      }
+    } catch (err) {
+      logger.error('Failed to check survey status', err);
+      setError(err as Error);
+      // Assume not completed if there's an error
+      setHasCompletedSurvey(false);
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  useEffect(() => {
+    checkSurveyStatus();
+  }, []);
+
+  return {
+    hasCompletedSurvey,
+    loading,
+    error,
+    refetch: checkSurveyStatus
+  };
+};

worklenz-frontend/src/pages/home/home-page.tsx

@@ -27,6 +27,7 @@ const SIDEBAR_MAX_WIDTH = 400;
 
 // Lazy load heavy components
 const TaskDrawer = React.lazy(() => import('@/components/task-drawer/task-drawer'));
+const SurveyPromptModal = React.lazy(() => import('@/components/survey/SurveyPromptModal').then(m => ({ default: m.SurveyPromptModal })));
 
 const HomePage = memo(() => {
   const dispatch = useAppDispatch();
@@ -142,6 +143,11 @@ const HomePage = memo(() => {
         document.body,
         'project-drawer'
       )}
+
+      {/* Survey Modal - only shown to users who haven't completed it */}
+      <Suspense fallback={null}>
+        <SurveyPromptModal />
+      </Suspense>
     </div>
   );
 });