Quarterly Summary Dashboard: Progressive Disclosure

Introduced in v1.0.235

Overview

The Quarterly Summary dashboard uses progressive disclosure to keep the page manageable and focused. Rather than rendering every quarter fully expanded on load, the page surfaces only the most actionable quarter immediately and collapses the rest until you need them.

Default behaviour on page load

When you open the Quarterly Summary, the dashboard evaluates all four quarters and automatically expands:

1. The most urgent quarter — whichever is overdue or falls due soonest.
2. The most recently active quarter — if it differs from the most urgent quarter.

All other quarters load in a collapsed state.

What a collapsed card shows

A collapsed quarter card displays the minimum information needed to act:

• Status badge — e.g. Overdue, Due soon, Submitted, Not started
• Period label — e.g. Q1 · 6 Apr – 5 Jul
• Submit button — visible and actionable without expanding

What a collapsed card hides

Until expanded, the following sections are hidden to reduce visual noise:

• Deadline banner
• Readiness checklist
• Uncategorised transaction warning
• Income / expense totals
• Category breakdown toggle
• Property breakdown toggle
• Finalise submission section

Expanding and collapsing cards

Expanding a single quarter

Click anywhere on the collapsed quarter card header to expand it and reveal its full detail.

Expanding all quarters at once

Use the Expand all toggle at the top of the Quarterly Summary page to expand every quarter card simultaneously. Toggle it again to collapse all non-urgent quarters back to their default state.

The TaxYearOverviewBanner

The TaxYearOverviewBanner sits at the top of the page and provides an at-a-glance financial summary across the entire tax year — totals, submission progress, and overall status — so you are never missing context even when quarter cards are collapsed.

Why this matters

Before v1.0.235, the Quarterly Summary page could exceed 2,500px tall when all four quarters were populated with data. Users had to scroll through all four expanded cards — each containing eight or more child sections — before they could see the full picture. The progressive disclosure layout reduces the typical initial page height by approximately 70%, putting the most urgent action front and centre.