Dashboard Overview
The dashboard is the central hub for managing quotation uploads and viewing system statistics.
Accessing the Dashboard
URL: http://172.16.1.172:8000/dashboard/
Access Level: Processor role required
Dashboard Layout
Top Statistics Cards
Four key metrics displayed at the top:
1. Total Sessions
- Count of all upload sessions
- Icon: 📁 Folder
- Color: Blue gradient
2. Total Quotations
- Sum of all processed quotations
- Icon: 📄 Document
- Color: Green gradient
3. Active Sessions
- Currently processing or pending sessions
- Icon: ⏳ Hourglass
- Color: Yellow/Orange gradient
4. Completed Sessions
- Successfully processed sessions
- Icon: ✅ Checkmark
- Color: Teal gradient
Upload Sessions List
Main content area showing all upload sessions:
Session Card Information
Each card displays:
- Session ID: Unique identifier (e.g.,
session-20250112-143052) - Upload Date: When file was uploaded
- Status Badge:
- 🟢 Completed (green)
- 🟡 Processing (yellow)
- 🔴 Failed (red)
- Statistics:
- Total Quotations
- Format breakdown with badges
- Actions:
- 👁️ View Details
- 🗑️ Delete Session
Format Badges
Color-coded format indicators:
- Standard (PII+SGI)
- TMMIN (Toyota)
- METINDO
- MARUICHI
Search and Filter
Top-right search box:
- Real-time search across sessions
- Filters by session ID and date
- Updates results instantly
Navigation
Header navigation:
- Dashboard: Current page
- Upload: Navigate to upload page
- Settings: System configuration (admin only)
- Logout: Sign out
Dashboard Features
Session Status
Completed ✅
- File processed successfully
- PDFs generated
- Data stored in database
- Ready for viewing and download
Processing ⏳
- Currently extracting data
- SAP HANA queries running
- PDF generation in progress
- Wait for completion
Failed ❌
- Error during processing
- Check logs for details
- May need to re-upload
Sorting Sessions
Sessions displayed in order:
- Most recent first
- By upload timestamp
- Grouped by status (processing → completed → failed)
Actions
View Details
- Click "View Details" button
- Navigate to Session Detail page
- View quotations, items, and reports
Delete Session
- Click "Delete" button
- Confirm deletion
- Removes:
- Upload session record
- All quotation data
- Generated PDFs (if any)
- Associated logs
⚠️ Warning: Deletion is permanent and cannot be undone.
Understanding Statistics
Total Sessions vs Completed Sessions
- Total Sessions: All uploads (including failed)
- Completed Sessions: Successfully processed only
Active Sessions
Shows sessions currently being processed:
- File extraction in progress
- SAP queries running
- PDF generation active
Tip: Refresh page to see updated status.
Quotation Count
Total quotations across all sessions:
- Includes all formats
- Counts revision quotations
- Updated in real-time as new files uploaded
Format Distribution
Each session shows format breakdown:
Standard Format
- Most common format
- PII + SGI sheets
- No customer-specific columns
TMMIN Format
- Toyota Motor Manufacturing
- 8 columns structure
- Specific notes format
METINDO Format
- Logistics quotations
- 9 columns with ETD
- Delivery date emphasis
MARUICHI Format
- Discount pricing format
- 10 columns with discount
- Before/after discount prices
Quick Actions
Upload New File
- Click "Upload" in navigation
- Or click "Upload Files" button
- Redirected to upload page
View Latest Session
- Most recent session at top
- Click "View Details" to inspect
Bulk Operations
- Currently not supported
- Delete sessions individually
Workflow Example
Daily Processing Flow
- Morning: Check dashboard statistics
- Upload: Process new quotation files
- Review: Check each session's item availability
- Generate: Create PDFs for all quotations
- Notify: Send Teams notifications
- Archive: Download PDFs and reports
- Cleanup: Delete old sessions (optional)
Weekly Review
- Review total quotations processed
- Check format distribution trends
- Identify patterns in missing items
- Archive important sessions
- Clean up test uploads
Tips
Performance
- Dashboard loads fastest with < 50 sessions
- Consider archiving old sessions
- Use search to find specific sessions
Organization
- Delete test uploads regularly
- Keep only necessary sessions
- Download PDFs before deletion
Monitoring
- Check active sessions regularly
- Investigate stuck processing
- Monitor completion rates
Keyboard Shortcuts
Currently not implemented. Use mouse/touch interaction.
Mobile Access
Dashboard is responsive:
- Works on tablets
- Limited functionality on phones
- Best experience on desktop/laptop