Screen Flows — Manage App (Admin)
Screen IDs reference screens-manage.md.
Audience: Super admins — platform operations, tenant management, global configuration.
Platform: Web only.
Auth: super_admin role required.
Status notation:
- [Live] — built and working in
manage-dev.leadmetrics.ai(verified 2026-03-31) - [To Build] — specified but not yet implemented; part of the agent architecture layer
1. Top-Level Navigation
Templates and Request Queue are expandable sidebar groups.
2. Platform Overview — M1 [To Build]
3. Tenants — M2 → M3 [Live]
4. Tenant Detail — M3 [Live + To Build]
5. Global Invoices — M4 / M4a / M4b / M4c [Live]
Invoice create (M4c): Full-page form with tenant dropdown (auto-fills subscription billing data), General Details, Billing Address, and Line Items sections. Generates invoice number (INV-YYYY-MM-XXXX), writes invoice.created audit log on submit.
Invoice detail (M4a): Document-style layout with invoice card (Bill To + line items + tax summary) on left, Details info + Timeline on right. Outstanding banner for pending/overdue invoices. Print / PDF button hides navigation and sidebar for clean print layout.
Invoice edit (M4b): Full form covering status, dates, billing address, line items (Add Item modal with Pre-defined/Custom modes, SGST/CGST), and tax %. Recalculates all amounts on save. Writes invoice.edited audit log.
Reminders modal: Shows Last Reminder, Next Reminder, Reminder History. “Send Now” button manually triggers a reminder email. Automatic reminders run hourly: day+1 after due date, day+7 after due date.
Audit log actions: invoice.created · invoice.edited · invoice.cancelled · invoice.marked_paid · invoice.status_changed · invoice.notes_updated.
6. Master Agent Configs — M7 [Live]
6. Global Skills — M8 [Live]
7. LLM Providers — M9 [To Build]
8. Activity Templates — M11 [Live partial → To Build]
9. Request Queue — M12 → M13 [Live]
10. All Blogs — M14 [Live]
11. System Health — M15 [To Build]
12. Screen Index
| Screen | Route | Status | Sidebar entry |
|---|---|---|---|
| M1 — Platform Overview | / | To Build | Platform Overview |
| M2 — Tenants | /tenants | Live | Tenants |
| M3 — Tenant Detail | /tenants/[tenantId] | Live + To Build | — (from M2) |
| M4 — Global Invoices | /invoices | Live | Invoices |
| M4a — Invoice Detail | /invoices/[invoiceId] | Live | — (from M4) |
| M4b — Invoice Edit | /invoices/[invoiceId]/edit | Live | — (from M4a) |
| M4c — Invoice Create | /invoices/create | Live | — (from M4) |
| M5 — Global Users | /users | Live | Users |
| M6 — Global Deliverables | /deliverables | Live | Deliverables |
| M7 — Master Agent Configs | /agents | Live | Agents |
| M8 — Global Skills | /skills | Live | Skills |
| M9 — LLM Providers | /providers | To Build | Providers |
| M10 — Email Templates | /templates/email | Live | Templates → Email Templates |
| M11 — Activity Templates | /templates/activity | Live (partial) | Templates → Activity Templates |
| M12 — Request Queue | /request-queue | Live | Request Queue → All Queue |
| M13 — Request Detail | /request-queue/[requestId] | Live | — (from M12) |
| M14 — All Blogs | /all-blogs | Live | Request Queue → All Blogs |
| M15 — System Health | /system | To Build | System |