¶ SR Dashboard
At a Glance
Route:/dashboard/sr· For: Requester / Store Staff · HOD / Approver · Dept Manager · Status: Mock-data today; live wiring pending
¶ 1. What & Who
Requester's working surface for inter-location stock transfers. Answers "what have I requested, what's bouncing back, what's waiting to be approved, and what do I usually consume?"
Layout: 4-tile pipeline strip (Requested / In Process / Approved / Issued) → left column with 3 stacked tables (Sent Back, Reject List, Awaiting Approval with Today/Week/Month tabs) → middle column with My Consumption donut + SR Awaiting Received list → right column with department consumption bar + "My Templates" shortcut list. Footer strip shows version and signed-in user identity — visible only on this page.
Audience
- Requester / Store Staff — primary. Watches Sent Back (Bulk Submit), uses My Templates, tracks SR Awaiting Received.
- HOD / Approver — uses Awaiting Approval table with day-band tabs as their work queue.
- Department Manager — watches Dept Consumption for category-level trends.
¶ 2. Tiles & Drill-downs
| Tile | What it shows | Drill-down (when live) |
|---|---|---|
| SR Summary (Pipeline) | 4 stages: Requested / In Process / Approved / Issued — count + sub-label | → store-requisition filtered by stage |
| Sent Back SRs | SR#, Requester, Date Sent, Sender, Reason + Bulk Submit button | → store-requisition detail; bulk action re-submits |
| Reject List (SRs & Items) | SR#, Material, Requester, Rejected By, Reason | → store-requisition detail |
| SRs Awaiting Approval | PR No, Description, Amount, Stage — tabs Today / Week / Month | → store-requisition detail |
| My Consumption (Personal) | Donut + centred total + 3-segment legend | — |
| SR Awaiting Received | Scrollable: PR No, Description, Amount | → store-requisition receipt view |
| Dept Consumption (F&B Dept) | Horizontal bar + legend | — |
| My Templates | Button list of saved SR template names — click loads template | → store-requisition new with template |
| Footer | Version, user, role, timestamp | — (hard-coded in dashboard-sr.tsx) |
The header column labels read "PR No" / "PR Number" inside SR tables — this is a copy/paste artefact from the PR dashboard mock; the real column refers to the SR document number. (Inferred — to be verified against live UI; flag for frontend team.)
¶ 3. Common Questions
| Question | Answer |
|---|---|
| Why does the column say "PR No" inside SR tables? | Mock-data copy/paste artefact from the PR dashboard fixture. The real column is the SR document number. Flag for the frontend team. |
| Does "Bulk Submit" on Sent Back actually re-submit? | (Inferred — to be verified against live UI) Mock has no handler; live wiring should batch re-submit through store-requisition workflow. |
| How does the Today / Week / Month tab differ? | Same query (useApprovalPending({ doc_type: "sr" })), different doc_date filter window. |
| Where are "My Templates" stored? | TBD — likely tb_sr_template keyed by user_id. Schema not finalised. |
| How is "My Consumption" computed? | Sum on consumed inventory (recipe + wastage + manual) where requestor_id = current_user, grouped by product/category. |
| What lands in "SR Awaiting Received"? | store-requisition where status = "issued" AND destination_location_id IN (user's locations) AND not yet receipted. |
¶ 4. Troubleshooting
| Symptom | Cause | Action |
|---|---|---|
| Pipeline stage count doesn't match store-requisition list | Mock fixture, not live | Resolves when useApprovalPending is mounted |
| "Bulk Submit" click does nothing | No handler wired in current build | (Inferred — to be verified against live UI) |
| "My Templates" empty or shows other users' templates | Mock fixture is global, not user-scoped | Live wiring filters by user_id |
Donut shows $ not ฿ |
Mock fixture currency quirk | Production localises to BU base currency |
| Tab switch on Awaiting Approval shows same rows | Mock arrays differ but state-binding may regress | Inspect awaitingSrsToday / awaitingSrsWeek / awaitingSrsMonth in mock/sr.ts |
¶ 5. Data Sources (Dev)
- Pipeline counts — group-count on store-requisition by workflow stage, projecting
workflow_current_stageonto the 4 buckets - Sent Back / Reject List —
workflow_action_historyfiltered to send-back / reject, joined back to store-requisition - Awaiting Approval —
useApprovalPending({ doc_type: "sr" })(hooks/use-approval.ts); tabs differ bydoc_datefilter - My Consumption — sum consumed inventory (recipe + wastage + manual) where
requestor_id = current_user, grouped by product/category - SR Awaiting Received — store-requisition where
status = "issued"ANDdestination_location_id IN (user's locations)AND not receipted - Dept Consumption — same query as My Consumption, scoped by
department_idnotrequestor_id - My Templates — user-saved SR templates (table TBD; likely
tb_sr_templatekeyed byuser_id)
¶ 6. Refresh Cadence
Static mock today. "Awaiting Approval" tabs and "Sent Back" / "Reject List" should refresh on focus once wired — CACHE_DYNAMIC (1-min stale). Consumption charts can use CACHE_NORMAL (5-min).
¶ 7. Related Modules
- store-requisition — transactional system-of-record behind every tile
- store-requisition/stock-replenishment — auto-generated SR variant that may appear in pipeline
- inventory — backs consumption aggregates and the awaiting-received flow
- purchase-request — sibling document type sharing the approval framework
¶ 8. Reference Sources
- Page shell:
../carmen-inventory-frontend/app/(root)/dashboard/sr/page.tsx - Composition:
../carmen-inventory-frontend/app/(root)/dashboard/_components/dashboard-sr.tsx - Mock data:
../carmen-inventory-frontend/app/(root)/dashboard/mock/sr.ts(includesAwaitingTabtype) - i18n:
messages/en.json→dashboard.sr.title= "Store Requisition Dashboard" - Live hook (not mounted):
../carmen-inventory-frontend/hooks/use-approval.ts→useApprovalPending