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:

  1. Session ID: Unique identifier (e.g., session-20250112-143052)
  2. Upload Date: When file was uploaded
  3. Status Badge:
    • 🟢 Completed (green)
    • 🟡 Processing (yellow)
    • 🔴 Failed (red)
  4. Statistics:
    • Total Quotations
    • Format breakdown with badges
  5. 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

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:

  1. Most recent first
  2. By upload timestamp
  3. Grouped by status (processing → completed → failed)

Actions

View Details

  1. Click "View Details" button
  2. Navigate to Session Detail page
  3. View quotations, items, and reports

Delete Session

  1. Click "Delete" button
  2. Confirm deletion
  3. 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

  1. Click "Upload" in navigation
  2. Or click "Upload Files" button
  3. 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

  1. Morning: Check dashboard statistics
  2. Upload: Process new quotation files
  3. Review: Check each session's item availability
  4. Generate: Create PDFs for all quotations
  5. Notify: Send Teams notifications
  6. Archive: Download PDFs and reports
  7. Cleanup: Delete old sessions (optional)

Weekly Review

  1. Review total quotations processed
  2. Check format distribution trends
  3. Identify patterns in missing items
  4. Archive important sessions
  5. 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

Next Steps

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