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Low Level Design

Dashboard

User Workflow

1. Login

  • Action: User fill username and password
    • Click Login
    • API returns a bearer token to access all the API endpoints

2. Case Creation

  • Action: User initiates creating a new case.
  • Location: Case can have many tags.
  • Input Form:
    • Case Name: e.g., "Country A Coffee Production Comparison".
    • Date: Current date or a selected date.
    • Year in Case Timeline: Drop-down selection.
    • Country: Specify the country of focus.
    • Focus: Drop-down to select a commodity (predefined from master data).
    • Currency: Drop-down selection.
    • Area Size Unit: Drop-down (e.g., hectare, m2, count, acre).
    • Volume Measurement Unit: Drop-down (e.g, KG, Ton, etc).
    • Cost of Production Measurement Unit: Drop-down choices (Per-area/Per-yield/Per-tree).
    • Reporting Period: Drop-down choices (Per-season/Per-Year), then show previous data if it's available.
    • Segmentation: Toggle option (On/Off).
    • Multiple Commodities: Toggle option (On/Off).
    • Private: Toggle option (On/Off)
    • Upload Logo: File upload feature.
  • Action: User clicks "Next".

3. Multiple Commodities Selection (Displayed if "Multiple Commodities" is toggled ON)

  • Secondary Income Source:
    • Drop-down to select source (predefined by system).
    • Checkbox: "Data on income drivers available". If Checked show:
      • Drop-downs for area unit
      • Volume measurement unit
      • Cost of production measurement.
  • Tertiary Income Source:
    • Same options as the secondary source.(Optional)
  • Action: User clicks "Next".

4. Segment Creation & Comparison

  • Segment Creation: User begins creating segments (up to a maximum of 5).

  • Target Fields: Income Target Input
  • Segment Fields:

    • Each segment allows input for both current and feasible levels of eg.:
      • Area:
        • Expand Option: If users click "Expand" beside the "Area" field:
          • They can input details such as:
            • Total land owned.
            • Land allocated to the primary commodity.
            • Land allocated to other purposes.
      • Yield:
        • Expand Option: If users click "Expand" beside the "Yield" field:
          • They can input details such as:
            • Total production volume.
            • Harvested area.
      • Price:
        • Expand Option: If users click "Expand" beside the "Price" field:
          • They can input details such as:
            • Gross income from the primary commodity.
            • Production volume sold.
      • Cost of Production:
        • Expand Option: If users click "Expand" beside the "Cost of Production" field:
          • They can input details related to various cost components.
      • Diversified Income:
        • Expand Option: If users click "Expand" beside the "Diversified Income" field:
          • They can input details related to income from other sources.
  • Household Income Calculation: After filling all fields, the system calculates and displays the household income.

  • Action: User proceeds to the next page. (After mandatory input filled: Target, Household Size if living income)

5. Data Output Dashboard

  • Tabs:
    • Income Overview: Displays a summarized view of the income metrics.
      • Charts:
        • Current and Feasible:
          • Stack Bar chart (Focus commodity revenue, Diversified Income, Cost of Production) with negative Y-Axis value (Cost of production) and
          • Income Target line
          • Y-Axis: Value (USD)
          • X-Axis: Segments
        • Commodity Income Comparison:
          • Stack Bar Chart (Current Revenue and Feasible Revenue)
          • Y-Axis: Value (USD)
          • X-Axis: Segments
        • Driver Breakdown:
          • Select Driver: drop down for question with null parent id (Income Driver)
          • Stack Bar Chart (break down of selected income driver / answer of child value)
    • Sensitivity Analysis: Allows users to understand how changing different parameters affects outcomes.
      • Input:
        • Select Segment: drop-down of the segments in case
        • Select Commodity: drop-down for The Focus commodity / Secondary / Tertiary commodity (eliminate commodity where it's not break down)
        • Select Binning Driver: drop-down for question with null parent id (Income Driver)
        • Select X-Axis Driver: drop-down for question with null parent id (Income Driver)
        • Select Y-Axis Driver: drop-down for question with null parent id (Income Driver)
        • Number of Bins: Input Number
        • Min: Input Number
        • Max: Input Number
      • Charts:
        • Income Heat-map: Heat-map Cartesian
        • Zone between current and feasible: Line with intersection bar zone
    • Scenario Modeling: Enables users to visualize potential scenarios and their impact.
      • Input:
        • Scenario Title: Input Text
        • Select Segment: drop-down of the segments in case
        • Select Commodity: drop-down for The Focus commodity / Secondary / Tertiary name
        • Input for Each grand parent questions (question with null parent id / Income Drivers), e.g:
          • Diversified Income
          • Yield
          • Price
          • Cost of Production
          • Land Area
      • Charts:
        • Scenario Chart:
          • Y-Axis: Stacked bar Income (Current Income, Income with set income driver values) in USD.
          • X-Axis: Each Segments
      • New Scenario Button: To create new scenario
      • Export: Format??

6. Admin Page

  • Access: Admin Page can be accessed via button on top headers, this button only show if the role of logged in user is admin
  • Tabs:
    • Users:
      • Display list of user and basic information and role in table format along with edit and delete buttons
      • Pagination 10 users per-page
      • Button to add new user
    • Income Benchmark:
      • Display list of Income Drivers in table format along with edit and delete
      • Pagination 10 data per-page
      • Button to add new Income Drivers
    • References:
      • Display list of References in table format along with edit and delete
      • Pagination 10 data per-page
      • Button to add new References
  • Actions:
    • Add a New User
      • Admin Click Add new from the user list
      • Fields:
        • Full Name
        • Email
        • Role: Admin, User
        • Access: List Access of Case Tags / Individual Cases
      • After Successfully added:
        • The User will received an email to create a password
        • The Invited User click the button to create a new password in the email
        • New tab to the page opened: User create a new password with 2 verification

Roles and User Access

Roles

Super Admin
  • Database Role Enum: super_admin
  • Privileges:
    • Able to view all the users in the platform
    • Able to view and edit all of the existing cases
    • Can create new case and add a User as Viewer or Editor of the case, but in most cases most likely not the case
    • Can invite new Business Unit Administrator or modify existing user as a Business Unit Administrator
    • Can invite new Super Admin or modify existing user as Super Admin
    • Can add or modify Tags
    • Can do everything the Business Unit Administrators can do 
  • Workflow:
    • Step 1: Log In
      • Super Admin logs into the admin panel using their credentials.
    • Step 2: Navigate to User Management
      • Upon logging in, the Super Admin is presented with a dashboard.
      • From the dashboard, the Super Admin should navigate to the "User Management" section or a similar area where user-related actions can be performed.
    • Step 3: Select "Add User"
      • In the User Management section, there should be an option to "Add User" or a similar action.
      • Click on "Add User" to initiate the process of adding a new user.
    • Step 4: Enter User Details
      • A form or interface appears where the Super Admin can enter the new user's details. These details may include:
        • Username
        • Email address
        • User's role (e.g., Business Unit Administrator, Business Unit Editor, Business Unit Viewer, etc.)
        • Business Unit (if applicable)
    • Step 5: Set Permissions
      • Depending on the system's design, the Super Admin may have the option to set specific permissions for the new user, such as granting access to certain cases or functionalities.
    • Step 6: Save User Details
      • After entering all the necessary information, the Super Admin clicks on the "Save" or "Create User" button to add the new user to the system.
    • Step 7: Confirmation
      • The system should provide a confirmation message indicating that the new user has been successfully added.
    • Step 8: Notify User (Optional)
      • This action triggers an email notification to the new user, inviting them to set their password and activate their account.
Business Unit Administrator
  • Database Role Enum: admin
  • Privileges
    • Can have multiple Business Unit
    • Able to view all the users with the same Business Unit
    • Able to view and edit all of the existing cases in the same Business Unit even if it's private cases
    • Can create new case and add a User as Viewer or Editor of the case
    • Can invite new User or approve new registered user with the same Business Unit
    • Can modify role of the User in the same Business Unit as case Editor or case Viewer
    • Can add user to an existing case as editor if:
      • The user current role is not Editor
      • The user is not the owner of the case
  • Workflow
    • Step 1: User Registration
      • A new user registers for an account on the platform, providing their details, including username, email address, and Business Unit during the registration process.
    • Step 2: Review Pending Users
      • After registration, the user's account is created with a "Pending" status, and their details are added to a list of pending users.
    • Step 3: Business Unit Manager Logs In
      • The Business Unit Manager logs into the admin panel using their credentials.
    • Step 4: Navigate to User Approval
      • From the dashboard or admin panel, the Business Unit Manager navigates to the "User Approval" or "Pending Users" section.
    • Step 5: View Pending Users
      • In the "Pending Users" section, the Business Unit Manager can see a list of users who have registered with the same Business Unit and are awaiting approval.
    • Step 6: Review User Details and Modify Role
      • The Business Unit Manager selects the user they wish to approve and reviews their registration details. They also have the option to modify the user's role by selecting either "Editor" or "Viewer" from a drop-down menu.
      • If the role is Editor, show radio button:
        • All case in The Business Unit of the User
        • Create / Edit case
      • The Business Unit Manager can also change the Business Unit of registered user only with their Business Unit
    • Step 7: Approve User
      • If the Business Unit Manager is satisfied with the user's details and eligibility, they click on an "Approve" or "Activate" button associated with the user's profile.
    • Step 8: User Notification
      • Upon approval, the system sends an email notification to the newly approved user, informing them that their account has been activated and is now accessible.
    • Step 9: User Marked as Active
      • Back in the admin panel, the system automatically updates the user's status from "Pending" to "Active" in the user list, indicating that they have been approved and can now access the platform.
Editor of A Business Unit
  • Database Role Enum: editor
  • Privileges
    • Able to view all of the existing cases in the same Business Unit
    • Able to see specified public cases outside Business Unit after case owner invite
    • Can create new case and add a User as Viewer or Editor of the case
    • Can add tag to their case with any existing tags in the platform
Viewer of A Business Unit
  • Database Role Enum: viewer
  •  Privileges
    • Able to see all of the existing cases in the same Business Unit except private cases
    • Able to see specified public cases outside Business Unit after case owner invite
    • Can create new case and add a User as Viewer or Editor of the case
    • Can add tag to their case with any existing tags in the platform
External User
  • Database Role Enum: user
  • Privileges
    • Able to see specified case
  • Workflow:
    • Step 1: Request Initiation:
      • Case owner sends a request to add an external user, notifying the relevant manager(s) via email.
    • Step 2: Request Approval:
      • Relevant Business Unit Administrator review the request.
    • Step 3: User Addition:
      • Business Unit Administrator adds the external user as a viewer or editor to the specified case.

Possibilities

Example Scenario:

  • Case 1:
    • Case NameRice in Indonesia
    • Tag: Rice
    • Business Unit Name: Bali Rice
  • Case 2:
    • Case Name: Coffee in Vietnam
    • Tag: Coffee
    • Business Unit Name: Nes-Kopi
  • Case 3:
    • Case Name: Rice in Bangladesh
    • Tag: Rice
    • Business Unit Name: Bangla Rice Trade
User Role
All Cases
BU Role
Tag Permission
Case Permission
Description
Super Admin
true
null
null
null
Can do everything
Admin
true
admin
view
view

If admin business Unit Bali Rice:

  • Rice in Indonesia: Edit, Assign
  • Coffee in Vietnam: No Access
  • Rice in Bangladesh: View

if admin business Unit Bali Rice and tag Coffee:

  • Rice in Indonesia: Edit, Assign
  • Coffee in Vietnam: View
  • Rice in Bangladesh: View
Admin
true
admin
view
edit

If admin business Unit Bali Rice:

  • Rice in Indonesia: Edit, Assign
  • Coffee in Vietnam: No Access
  • Rice in Bangladesh: View

if admin business Unit Bali Rice and case permission is Coffee in Vietnam:

  • Rice in Indonesia: Edit, Assign
  • Coffee in Vietnam: Edit
  • Rice in Bangladesh: View
Admin
true
admin
edit
view

If admin business Unit Bali Rice:

    Rice in Indonesia: Edit, Assign Coffee in Vietnam: No Access Rice in Bangladesh: Edit, Assign

    if admin business Unit Bali Rice and tag Coffee:

      Rice in Indonesia: Edit, Assign Coffee in Vietnam: Edit, Assign Rice in Bangladesh: Edit, Assign
      Admin
      true
      admin
      edit
      edit

      Editor
      true
      member
      view
      view
       
      Editor
      true
      member
      view
      edit

      Editor
      true
      member
      edit
      view

      Editor
      true
      member
      edit
      edit

      Editor
      false
      member
      view
      view

      Editor
      false
      member
      view
      edit

      Editor
      false
      member
      edit

      view


      Editor
      false
      member
      edit
      edit

      Viewer
      true
      member
      view
      view
       
      Viewer
      true
      member
      view
      edit

      Viewer
      true
      member
      edit
      view

      Viewer
      true
      member
      edit
      edit

      Viewer
      false
      member
      view
      view

      Viewer
      false
      member
      view
      edit

      Viewer
      false
      member
      edit

      view


      Viewer
      false
      member
      edit
      edit

      External User
      false
      null
      view
      view

      External User
      false
      null
      view
      edit

      External User
      false
      null
      edit
      view

      External User
      false
      null
      edit
      edit

      Data Layer

      Data Input

      • Cases: Store case-related data like name, date, country, selected focus, currency, units, etc.
      • Master Data: Predefined drop-down values for year, country, commodities (focus), currency, area size unit, volume measurement unit, cost of production measurement unit, etc.
      • Segments: Store segment data like area, yield, price, cost of production, and diversified income values for both current and feasible levels.

      Data Models

      • Case Model: This will encapsulate all the attributes related to a case including tags, user access, logo, etc.
      • Segment Model: This will hold data for each segment within a case.

      Logic Layer

      Case Creation

      • Logic to create, update, and delete cases.
      • Logic for case permission.
      • Logic to validate case attributes, especially drop-down values against master data.
      • Logic to handle logo uploads.

      Segment Logic

      • Logic to create up to 5 segments for a case.
      • Logic to calculate household income based on the provided segment data.

      Visualization Logic

      • Logic to store input changes
      • Logic for e-charts which can dynamically changed by input fields

      Dashboard Logic

      • Logic to generate data points for the Income Overview, Sensitivity Analysis, and Scenario Modeling tabs based on case and segment data.

      Presentation Layer

      Case Creation Page

      • Form to input case details.
      • Drop-downs populated from master data.
      • Toggle switches for options like segmentation, living income study, multiple commodities, etc.
      • Logo upload functionality.

      Multiple Commodities Page

      • Dynamic forms based on whether the user selects secondary and tertiary income sources.
      • Each form includes related drop-downs and check-boxes.

      Comparison Page

      • Display side-by-side segments (up to 5).
      • Input fields for current and feasible levels of income drivers for each segment.
      • Display calculated household income.

      Data Output Dashboard

      • Three tabs: Income Overview, Sensitivity Analysis, and Scenario Modeling.
      • Display data visualizations and metrics relevant to each tab.

      Master Data

      1. Commodity Categories

      List of Commodity Categories to define the list of questions.

      2. Commodities (Focus)

      List of commodities that users can select from when specifying the focus of their case. Each commodity might have associated attributes like average yield, common diseases, growth cycle, etc.

      3. Countries

      List of countries that users can select for their cases. This can be further detailed with regions or cities if needed for more granularity.

      4. Currencies

      List of currencies that users can select for monetary values in their cases. This might also include current exchange rates if conversions are needed.

      5. Area Size Units

      Units for measuring land/area such as hectares, square meters, acres, etc.

      6. Volume Measurement Units

      Units for quantifying production, e.g., kilograms, liters, bushels, etc.

      7. Cost of Production Measurement Units

      Standardized units for cost measurements like Per-area, Per-yield, Per-tree, etc.

      8. Reporting Periods

      Standard periods like Per-season, Per-Year, etc., which users can select for their cases.

      9. Secondary & Tertiary Income Sources

      A list of possible secondary and tertiary income sources, such as livestock, other commodities, etc. This could also have attributes related to average income or typical costs associated with each source.

      10. Years for Case Timeline

      A list of years that users can select from for their case timeline.

      11. Questions (Expandable Inputs)

      List of Question can be found here: Income driver breakdown and units

      Note that each question could have default calculation logic that can be loaded into the default_value of the Question table to facilitate automatic computations on the front-end.

      12. Living Income Benchmark

      List of Living Income Benchmark

      Database Schema

      User Table

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      organization_id
      INT
      Identifier for Organisation
      Foreign Key (References organisation_id)
      email VARCHAR Email of user
      Not Null, Unique
      full name
      VARCHAR
      Full name of user
      Not Null
      password
      TEXT
      User Password
      Nullable
      role
      ENUM
      Whether user is admin or business unit admin, etc.
      Not Null, ENUM (super admin, admin, editor,viewer,user)
      all_cases
      BOOLEAN
      Whether all cases or only create
      Not Null, Default False
      is_active
      BOOLEAN
      Whether user is active
      Not Null, Default False
      invitation_id
      VARCHAR
      Invitation ID for new user
      Nullable, Default (Random String)
      created_at
      DATETIME
      Timestamp when the user was last created. Not Null, Default Current Timestamp
      updated_at
      DATETIME Timestamp when the user was last updated. Nullable

      Business Unit

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      name VARCHAR Name of Business Unit
      Not Null, Unique

      User Business Unit

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      user_id
      INT
      Identifier for the user. Foreign Key (References user_id)
      business_unit_id INT Identifier for the business unit
      Foreign Key (References business_unit_id)
      role
      ENUM
      Whether admin or member
      Not null, ENUM (admin, member)

      Note:

      • unique between user_id and business_unit_id

      User Case Access

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      user_id
      INT
      Identifier for the user. Foreign Key (References user_id)
      case_id INT Identifier for the case
      Foreign Key (References case_id)
      permission
      ENUM
      Whether edit or view
      Not null, ENUM (edit,view)
      • Unique Constraint: user_id, case_id
      • Notes:
        • Many to Many (Users & Cases)

      Commodity Category Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each commodity. Primary Key, Auto-Increment
      commodity_category_name VARCHAR Name of the commodity (e.g., "Land Commodity, Aquaculture, Livestock"). Not Null, Unique
      • Notes:
        • Commodity will initially seeded via CLI

      Commodity Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each commodity. Primary Key, Auto-Increment
      commodity_category_id
      INT
      Identifier for the commodity category. Foreign Key (References commodity_category_id)
      commodity_name VARCHAR Name of the commodity (e.g., "Coffee"). Not Null, Unique
      • Notes:
        • Commodity will initially seeded via CLI

      Tag Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each tags. Primary Key, Auto-Increment
      name VARCHAR Name of the tag. Not Null, Unique
      created_at DATETIME Timestamp when the tag was created. Not Null, Default Current Timestamp
      updated_at DATETIME Timestamp when the tag was last updated. Nullable
      created_by VARCHAR User who created the tag. This can be an email or user ID, based on your user management system. Not Null
      description TEXT Brief description or notes about the tag (Optional). Nullable
      • Notes:
        • The created_by field is based on the assumption that you may have user management or authentication in place. If not, it can be omitted.
        • Timestamp fields like created_at and updated_at help in tracking the creation and modification of tag.

      Case Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each case. Primary Key, Auto-Increment
      case_name VARCHAR Name of the case (e.g., "Country A Coffee Production Comparison"). Not Null
      date DATE Date associated with the case. Not Null
      year INT Year in the case timeline (from the dropdown). Not Null
      country INT Country of focus for the case. Foreign Key (References Country Table)
      focus_commodity_id INT Identifier for the commodity (focus). This could reference a master data table for commodities. Foreign Key (References Commodity Master Table)
      currency VARCHAR Chosen currency for the case. Not Null
      area_size_unit VARCHAR Unit for area size (e.g., hectare, m^2, are). Not Null
      volume_measurement_unit VARCHAR Unit for volume measurement. Not Null
      cost_of_production_unit VARCHAR Unit for cost of production measurement (Per-area/Per-yield/Per-tree). Not Null
      reporting_period VARCHAR Reporting period (Per-season/Per-Year). Not Null
      segmentation BOOLEAN Indicates if segmentation is on/off. Not Null, Default False
      living_income_study ENUM
      Better Income or Living Income
      Nullable
      multiple_commodities BOOLEAN Indicates if multiple commodities option is on/off. Not Null, Default False
      logo VARCHAR Stores the uploaded logo for the case. Nullable
      private
      BOOLEAN
      Indicates if the case is private or public
      Not Null, Default False
      created_at DATETIME Timestamp when the case was created. Not Null, Default Current Timestamp
      updated_at DATETIME Timestamp when the case was last updated. Nullable
      created_by VARCHAR User who created the case. This can be an email or user ID, based on your user management. Not Null
      • Notes:
        • The focus_commodity_id assumes that there is a separate master data table for commodities.
        • When the case is marked as private, user cannot see this case unless:
          • The project owner (created_by) invite other user to the case
          • The user role is business unit admin, business unit editor or super admin
        • The logo column for the file path or URL.

      Case Tags Table

      Column Name
      Data Type
      Description
      Constraint
      id
      INT
      Unique Identifier for each Diversified Commodity
      Primary Key, Auto-Increment
      case_id
      INT
      Identifier for the case.
      Foreign Key (References Case Table)
      tag_id
      INT
      Identifier for the tag. Foreign Key (References Tag Table)
      • Unique Constraint: case_id + tag_id
      • Notes:
        • Many to many: cases <> tags

      User Tags Table

      Column Name
      Data Type
      Description
      Constraint
      id
      INT
      Unique Identifier for each Diversified Commodity
      Primary Key, Auto-Increment
      user_id
      INT
      Identifier for the user.
      Foreign Key (References User Table)
      tag_id
      INT
      Identifier for the tag. Foreign Key (References Tag Table)
      permission
      ENUM
      Whether edit or view
      Not null, ENUM (edit,view)
      • Unique Constraint: user_id + tag_id
      • Notes:
        • Many to many: users <> tags

      Case Commodity Table

      Column Name
      Data Type
      Description
      Constraint
      id
      INT
      Unique Identifier for each Case Commodity
      Primary Key, Auto-Increment
      case_id
      INT
      Identifier for the case to which the case commodity belongs. Foreign Key (References Case Table)
      commodity_id
      INT
      Identifier for the commodity. This could reference a master data table for commodities. Foreign Key (References Commodity Table)
      focus_commodity
      BOOLEAN
      Whether it's focus commodity
      True, Default: False
      breakdown
      BOOLEAN
      To define the question list
      Not Null
      • Unique Constraint: case_id, commodity_id
      • Notes:
        • IF breakdown is FALSE, then show only question who has null parent and it's children, so grand children will not show.
        • When commodity_id is not equal to focus_commodity_id in the case table, this means the commodity is a diversified income

      Segment Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each segment. Primary Key, Auto-Increment
      case_id INT Identifier for the case to which the segment belongs. Foreign Key (References Case Table)
      segment_name VARCHAR Name or label of the segment (e.g., "City A"). Not Null
      target
      DECIMAL

      Nullable
      house_hold_size
      DECIMAL
      Average Household size: for calculating living income benchmark
      Nullable
      • Unique Constraint: case_id, segment_name

      Question Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each question. Primary Key, Auto-Increment
      parent_id INT Identifier for the parent question. NULL for top-level questions. Foreign Key (References question_id), Nullable
      code
      VARCHAR
      Code for the question
      Nullable
      question_text VARCHAR Text of the question or breakdown label. Not Null
      descriptions
      TEXT
      Description text of the question
      Nullable
      default_value TEXT JavaScript string used for front-end calculations. Nullable
      created_by
      INT
      Identifier for the user to which the question belongs. Foreign Key (References to user_id), Nullable
      • Notes:
        • The default_value column is designed to store JavaScript strings that dictate the front-end calculation logic for each question. This approach provides dynamic flexibility, enabling the system to compute varied calculations based on user inputs for child questions. By embedding the logic directly within the database, the application can adapt to different calculation requirements without necessitating hard-coded logic or frequent code-base updates. However, it's important to note that while the system facilitates automated calculations through these scripts, users retain the option to manually input values for parent questions.
        • This manual input capability ensures that if users choose not to provide detailed breakdown values, they can still directly specify the desired value for the overarching question.

      If the default value is Null, then the children 1 level below the question should be added up as SUM.

      Parent ID Null is the Income Drivers. Purpose: Selectively fetch values of Income Drivers for the visualization

      Commodity Category Question

      Column Name
      Data Type
      Description
      Constraints
      id
      INT
      Unique identifier for commodity question. Primary Key, Auto-Increment
      commodity_category_id
      INT
      Identifier for the commodity category. Foreign Key (References to commodity_category_id)
      question_id
      INT
      Identifier for the question_id. Foreign Key (References to question_id)
      • Unique Constraint: commodity_category_id, question_id
      • Notes:
        • Commodity category Question define the list of question that will show in the case based on the selected commodity. Commodity -> Commodity Category -> Question.
        • Commodity Category will initially seeded via CLI

      Visualization Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each answer. Primary Key, Auto-Increment
      case_id
      INT
      Identifier for the case to which the answer belongs. Foreign Key (References Case Table)
      segment_id
      INT
      Identifier for the segment to which the answer belongs. Foreign Key (References Segment Table)
      tab
      ENUM
      Enum for which tab this configuration belongs to
      Enum (sensitivity_analysis,scenario_modeling)
      config
      JSONB Identifier for the segment to which the answer belongs. JSONB
      • Unique Constraint: segment_id, tab

      Segment Answer Table

      Column Name Data Type Description Constraints
      id INT Unique identifier for each answer. Primary Key, Auto-Increment
      case_commodity_id
      INT
      Unique Identifier for each commodity case commodity
      Foreign Key (References Case Case Commodity Table)
      segment_id INT Identifier for the segment to which the answer belongs. Foreign Key (References Segment Table)
      question_id INT Identifier for the question being answered. Foreign Key (References Question Table)
      current_value
      DECIMAL
      The response or current value given to the question. Not Null
      feasible_value DECIMAL The response or feasible value given to the question. Nullable, Default: Current
      • Unique Constraint: case_commodity_id, segment_id, question_id
      • Notes:
        • If the feasible value is not defined, then store current value to feasible value.

      Living Income Benchmark Table

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      country_id
      INT
      Identifier for the country. Foreign Key (References country_id)
      currency_id
      INT
      Identifier for the currency. Foreign Key (References currency_id)
      year INT Year of the living income the benchmark. Not Null
      value
      DECIMAL
      The benchmark value. Not Null
      • Unique Constraint: country_id, segment_id, question_id
      • Notes:
        • Living Income Benchmark will initially seeded via CLI

      Reference Data Table

      Column Name Data Type Description Constraints
      id INT Unique identifier. Primary Key, Auto-Increment
      country_id
      INT
      Identifier for the country. Foreign Key (References country_id)
      commodity_id
      INT
      Identifier for the commodity. Foreign Key (References commodity_id)
      type
      ENUM
      Baseline / Segment Average
      Enum
      year INT Year of the living income the benchmark. Nullable
      farm_size
      DECIMAL
      The Farm Land Size in Hectare
      Nullable
      farmer_production
      DECIMAL
      Farmer Production in KG
      Nullable
      farmgate_price
      DECIMAL
      Farm Gate Price USD / KG
      Nullable
      farmer_expenses
      DECIMAL
      Cost of Production in USD
      Nullable
      diversified_income
      DECIMAL
      Secondary or Tertiary Income
      Nullable
      • Notes:
        • Reference Data Table will initially seeded via CLI
        • Initial Data is here: PROVIDE LINK TO DRIVE

      API Endpoints

      Endpoint Prefix: /api

      1. Users Endpoint

      1.1. User Login

      • Endpoint: /user/login
      • Method: POST 
      • Headers:
        • accept: application/json
        • Content-Type: application/x-www-form-urlencoded
      • Request Body:
        • grant_type: "password"
        • username: string
        • password: password
        • scope: "openid email"
        • client_id: client_id
        • client_secret: client_secret
      • Authorization: None

      Example Response

      {
        "access_token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJlbWFpbCI6ImRlZGVuQGFrdm8ub3JnIiwiZXhwIjoxNjk2MzcwMTI0fQ.4KR4ELzTpsvlBG3fJkA_MLJS9RMMVoY8X-eTeN9WXwk",
        "token_type": "bearer",
        "user": {
          "id": 1,
          "fullname": "Deden Bangkit",
          "email": "deden@akvo.org",
          "active": true,
          "role": "super admin, admin, editor, viewer, user",
          "business_unit_detail": {
            "id":1,
            "name": "Coffee Producers",
            "role" "admin / member"
          },
          "organisation_detail": {
            "id": 1,
            "name": "Akvo"
          }
          "tags_count": 2,
          "cases_count": 3
        }
      }

      1.2. Logged-in User Info

      • Endpoint: /user/me
      • Method: GET
      • Headers:
      • Request Body: None
      • Query Parameter: None
      • Authorization: Bearer Token - Any Access

      Example Response

      {
        "id": 1,
        "fullname": "Deden Bangkit",
        "email": "deden@akvo.org",
        "active": true,
        "role": "super admin / admin / editor / viewer / user",
        "business_unit_detail": {
            "id":1,
            "name": "Coffee Producers",
            "role": "admin / member"
        },
        "organisation_detail": {
          "id": 1,
          "name": "Akvo"
        },
        "tags_count": 2,
        "cases_count": 3
      }

      1.3. List of Users

      • Endpoint: /user
      • Method: GET
      • Headers:
        • accept: application/json
        • Content-Type: application/x-www-form-urlencoded
      • Request Body: None
      • Query Parameter:
        • page: integer
        • limit: integer
        • search: string
        • organisation: organisation_id
      • Authorization: Bearer Token - Admin Access

      Example Response

      {
        "current": 1,
        "data": [
          {
            "id": 0,
            "organisation": 0,
            "email": "string",
            "fullname": "string",
            "active": true,
            "role": "super admin / admin / editor / viewer / user",
            "tags_count": 2,
            "cases_count": 3
          }
        ],
        "total": 1,
        "total_page": 1
      }

      1.4. User Detail

      • Endpoint: /user/<user_id>
      • Method: GET
      • Path Variable: user_id
      • Headers:
        • accept: application/json
      • Request Body: None
      • Query Parameter: None
      • Authorization: Bearer Token - Admin Access

      Example Response

      {
        "id": 1,
        "fullname": "Deden Bangkit",
        "email": "deden@akvo.org",
        "active": true,
        "role": "super admin / admin / editor / viewer / user",
        "organisation_detail": {
          "id": 1,
          "name": "Akvo"
        },
        "tag_ids": [1],
        "cases_ids": [1],
        "business_unit_detail": {
          "id":1,
          "name": "Coffee Producers",
          "role" "admin / member"
        },
      }

      1.4. User Registration

      • Endpoint: /user
      • Method: POST
      • Headers:
        • accept: application/json
        • Content-Type: application/x-www-form-urlencoded
      • Request Body:
        • fullname: string
        • organisation: organisation_id
        • business_units: business_unit_id
      • Query Parameter: None
      • Authorization: None

      1.6. Register Password

      • Endpoint: /user/invitation/<invitation_id>
      • Method: POST
      • Path Variable: invitation_id
      • Headers:
        • accept: application/json
        • Content-Type: application/x-www-form-urlencoded
      • Request Body:
        • password: password
      • Query Parameter: None
      • Authorization: None

      1.5. Edit User

      • Endpoint: /user/<user_id>
      • Path Variable: user_id
      • Method: PUT
      • Headers:
        • accept: application/json
      • Request Body:
        • fullname: string
        • password: string
        • organisation: organisation_id
        • business_unit: business_unit_id
        • role: enum (super admin, admin, viewer, editor, user)
        • cases: array of object
          • case_id
          • permission: enum (edit, view)
        • tags: array of object
          • tag_id
          • permission: enum (edit, view)
      • Query Parameter: None
      • Authorization:
        • Bearer Token - Admin Access: All Request
        • Bearer Token - User Access: All except case_id, tags_id, active

      1.6. Delete User

      • Endpoint: /user/<user_id>
      • Path Variable: user_id
      • Method: DELETE
      • Headers:
        • accept: application/json
      • Request Body: None
      • Query Parameter: None
      • Authorization:
        • Bearer Token - Admin Access

      2. Tags Endpoints

      2.1. List of Tags

      • Endpoint: /tag
      • Method: GET
      • Headers:
        • accept: application/json
      • Request Body: None
      • Query Parameter:
        • page: integer
        • limit: integer
        • search: string
      • Authorization: Bearer Token

      Example Response

      {
        "current": 1,
        "data": [
          {
            "id": 1,
            "name": "Tag Name",
            "description": "Tag Description",
            "cases_count": 5
          },
          ...
        ],
        "total": 10,
        "total_page": 1
      }

      2.2. Create Tag

      • Endpoint: /tag
      • Method: POST 
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • name: string
        • description: string
        • cases: list of case_id
      • Authorization: Bearer Token - Admin Access

      2.3. Tag Detail

      • Endpoint: /tag/<tag_id>
      • Path Variable: tag_id
      • Method: GET
      • Headers:
        • accept: application/json
      • Request Body: None
      • Authorization: Bearer Token

      Example Response

      {
        "id": 1,
        "name": "Tag Name",
        "description": "Tag Description",
        "cases_count": 5
      }

      2.4. Edit Tag

      • Endpoint: /tag/<tag_id>
      • Path Variable: tag_id
      • Method: PUT
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • name: string (nullable)
        • description: string (nullable)
        • cases: list of case_id
      • Authorization: Bearer Token - Admin Access

      3. Case Endpoints

      3.1. List Cases

      • Endpoint: /case
      • Method: GET
      • Headers:
        • accept: application/json
      • Request Body: None
      • Query Parameter:
        • page: integer
        • limit: integer
        • search: string
        • tags: single / multiple tags_id
        • focus_commodity: single / multiple focus_commodity_id
      • Authorization: Bearer Token - Any

      Example Response

      {
        "current": 1,
        "data": [
          {
            "id": 1,
            "case_name": "Country A Coffee Production Comparison",
            "country": 1,
            "focus_commodity_id": 1,
            "diversified_commodities_count": 2,
            "created_at": "2023-01-01T00:00:00",
            "created_by": "admin@example.com"
          },
          ...
        ],
        "total": 10,
        "total_page": 1
      }

      3.2. Case Detail

      • Endpoint: /case/<case_id>
      • Path Variable: case_id
      • Method: GET
      • Headers:
        • accept: application/json
      • Request Body: None
      • Authorization: Bearer Token - Admin Access

      Example Response

      {
        "id": 1,
        "case_name": "Country A Coffee Production Comparison",
        "date": "2023-10-03",
        "year": 2023,
        "country": 1,
        "focus_commodity_id": 1,
        "currency": "USD",
        "area_size_unit": "hectare",
        "volume_measurement_unit": "liters",
        "cost_of_production_unit": "Per-area",
        "reporting_period": "Per-season",
        "segmentation": false,
        "living_income_study": "Better Income",
        "multiple_commodities": false,
        "created_at": "2023-01-01T00:00:00",
        "updated_at": null,
        "created_by": "admin@example.com",
        "segments": [{
          "id": 1,
          "name": "Coffee in Country A",
          "target": 300,000.00,
          "house_hold_size": 400.00
        },{
          "id": 1,
          "name": "Coffee in Country B",
          "target": 300,000.00,
          "house_hold_size": 400.00
        }],
        "case_commodities": [{
          "id": 1,
          "commodity_id": 1,
          "breakdown": true
        },{
          "id": 2,
          "commodity_id": 2,
          "breakdown": true
        }]
      }

      Notes:

      • In above example, we have 2 case_commodities one has same commodity_id as focus_commodity_id and the other case_commodities has different commodity_id with the focus_commodity_id which consider as diversified income.

      3.3. Add Case

      • Endpoint: /case
      • Method: POST
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • case_name: string
        • date: date
        • year: integer
        • country: integer
        • focus_commodity_id: commodity_id
        • currency: string
        • area_size_unit: string
        • volume_measurement_unit: string
        • cost_of_production_unit: string
        • reporting_period: string
        • segmentation: boolean
        • living_income_study: string (nullable)
        • multiple_commodities: boolean
        • created_by: string
        • other_commodities: array of objects or null
          • commodity_id: commodity_id
          • breakdown: boolean
      • Authorization: Bearer Token - Admin Access

      Notes:

      • If other commodities is null, we still store a row in case_commodities table which stores commodity_id from the focus_commodity_id and breakdown by default is true. So if we have 1 other_commodities, then we store 2 case_commodities

      3.4. Edit Case

      • Endpoint: /case/<case_id>
      • Path Variable: case_id
      • Method: PUT
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • case_name: string
        • date: date
        • year: integer
        • country: integer
        • focus_commodity_id: commodity_id
        • currency: string
        • area_size_unit: string
        • volume_measurement_unit: string
        • cost_of_production_unit: string
        • reporting_period: string
        • segmentation: boolean
        • living_income_study: string (nullable)
        • multiple_commodities: boolean
        • other_commodities: array of objects
          • commodity_id: commodity_id
          • breakdown: boolean
      • Authorization: Bearer Token - Admin Access

      Notes:

      • What if we remove the other_commodities from case which has existing question value?

      4. Segment Endpoint

      4.1. Add Segments (single / multiple)

      • Endpoint: /segment
      • Method: POST
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • segments: array of objects
          • case_id: integer
          • segment_name: string
          • target: decimal (nullable)
          • house_hold_size: decimal (nullable)
      • Authorization: Bearer Token

      5. Question Endpoint

      5.1. Get Questions By Commodity ID

      • Endpoint: /questions
      • Path Variable: commodity_id
      • Method: GET
      • Headers:
        • accept: application/json
      • Request Body:
        • question_groups: list of objects
          • commodity_id: integer
          • breakdown: boolean
      • Authorization: Bearer Token

      Example Response

      [{
        "commodity_id": 1,
        "commodity_name": "Rice",
        "focus_commodity": true,
        "questions": [{
          "id": 1,
          "parent_id": null,
          "code": "Q1",
          "question_text": "Net Income per day",
          "descriptions": null,
          "default_value": "function() { return #Q2 * #Q3 / 30; }",
          "created_by": 1
        },{
          "id": 2,
          "parent_id": null,
          "code": "Q2",
          "question_text": "Income from Commodity / Month",
          "descriptions": null,
          "default_value": null,
          "created_by": 1
        },{
          "id": 3,
          "parent_id": null,
          "code": "Q3",
          "question_text": "Cost of Production / Month",
          "descriptions": null,
          "default_value": null,
          "created_by": 1
        }]
      },{
        "commodity_id": 2,
        "commodity_name": "Chicken"
        "focus_commodity": false,
        "questions": [{
          "id": 1,
          "parent_id": null,
          "code": "Q1",
          "question_text": "Net Income per day",
          "descriptions": null,
          "default_value": "function() { return #Q2 * #Q3 / 30; }",
          "created_by": 1
        }]
      }]

      Note:

      • List Question is defined by commodity_id and breakdown parameter
      • The list of Question Group is focus_commodity_id + list_of_commodity_ids_in_diversified_income

      6. Segment Value Endpoint

      6.1. Add / Update Segment Value

      • Endpoint: /segment-answer/<segment_id>
      • Method: POST
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • value: array of objects
          • case_commodity_id: case_commodity_id
          • segment_id: segment_id
          • question_id: question_id
          • current_value: float
          • feasible_value: float 
      • Authorization: Bearer Token

      7. Visualization Endpoint

      7.1. Get Visualization Config

      • Endpoint: /segment-answer/<case_id>
      • Method: GET
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body: None
      • Authorization: Bearer Token

      Example Response

      7.2. Add / Update Visualization Config

      • Endpoint: /segment-answer/<segment_id>
      • Method: POST
      • Headers:
        • accept: application/json
        • Content-Type: application/json
      • Request Body:
        • tab: Enum tab
        • config: objects (any key)
      • Authorization: Bearer Token

      Error Handling & Validation

      • Validate all form inputs to ensure they meet the expected criteria.
      • Provide feedback for invalid inputs or missing information.
      • Handle potential calculation errors during segment income computations.

      Additional Considerations

      • Given that there's an upload logo functionality, we need to consider storage solutions for media files.
      • Since there's many tags for cases, there should be a way to navigate, search, and manage these cases.
      • For the dashboard tabs, we'd need more specific requirements to detail out the metrics and visualizations that would be displayed on each tab.
      • Since there's a lot of master data, we should also provide a CLI that operate the data seeder in one shot instead CLI seeder for individual master data