shawn
61928055af
- Replace Cantaloupe Sync section with Excel Import section - Update troubleshooting tips for import (not sync) - Mention hamburger menu in mobile description
194 lines
5.8 KiB
Markdown
194 lines
5.8 KiB
Markdown
# Canteen Admin Panel — User Guide
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> Administrative interface for managing customers, locations, users, geofences, settings, and Excel data imports. Designed for desktop but mobile-responsive with a hamburger menu on phones (screenshots from Pixel 9a).
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## Table of Contents
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1. [Accessing the Admin Panel](#1-accessing-the-admin-panel)
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2. [Dashboard Overview](#2-dashboard-overview)
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3. [Managing Customers & Locations](#3-managing-customers--locations)
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4. [Managing Users](#4-managing-users)
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5. [Geofences (Service Areas)](#5-geofences-service-areas)
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6. [Settings & Configuration](#6-settings--configuration)
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7. [Cantaloupe Data Sync](#7-cantaloupe-data-sync)
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8. [Activity Log & Reports](#8-activity-log--reports)
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9. [Tips & Troubleshooting](#9-tips--troubleshooting)
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---
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## 1. Accessing the Admin Panel
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Open your browser and go to:
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```
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https://admin.canteen.ourpad.casa
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```
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### Logging In
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Use the same credentials as the main app:
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| Role | Username | Password |
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|------|----------|----------|
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| Admin | `admin` | `changeme` |
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---
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## 2. Dashboard Overview
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After logging in, the dashboard shows:
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- **Total Assets** count
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- **Total Check-ins** count
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- **Active Users** count
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- **Recent Activity** feed
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- Quick access to all management sections via the sidebar
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### Sidebar Navigation
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The sidebar on the left provides access to:
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- **📊 Dashboard** — Stats overview and activity feed
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- **🏢 Customers** — Customer and location management
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- **👥 Users** — User account management
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- **📍 Geofences** — Service area polygon management
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- **🔄 Sync** — Cantaloupe data import
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- **⚙️ Settings** — Categories, makes, models, key types, badge types
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- **📋 Activity** — Full activity log with filters
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- **📤 Exports** — CSV data export
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---
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## 3. Managing Customers & Locations
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### Customers
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The Customers page shows a searchable list of all customers.
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**Add a Customer:**
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1. Click **+ Add Customer**
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2. Enter the customer's name
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3. Optionally add contacts (name, phone, email)
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4. Click **Save**
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**Edit/Delete:** Use the ✏️ and 🗑 buttons next to each customer.
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### Locations
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Within each customer's detail view, you can add locations:
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- Click on a customer to expand their details
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- **+ Add Location** — Add a new site/building
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- Location fields: name, address, building name, floor, site hours, trailer number, access notes, walking directions, GPS coordinates
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---
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## 4. Managing Users
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Navigate to **👥 Users** in the sidebar.
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**Add a User:**
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- Click **+ Add User**
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- Enter username, password, and select a role (admin / technician / readonly)
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- Techs can create assets and check-ins; readonly users can only view
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---
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## 5. Geofences (Service Areas)
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Navigate to **📍 Geofences** in the sidebar.
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- **+ Add Geofence** — Draw a polygon on the map to define a service area
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- Assign geofences to specific users/technicians
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- Edit or delete existing geofences
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Geofences appear as colored polygons on the main app's map for visual reference.
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---
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## 6. Settings & Configuration
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Navigate to **⚙️ Settings** in the sidebar.
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Manage these lookup tables:
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- **Categories** — Asset categories (Appliances, Furniture, etc.)
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- **Makes** — Manufacturer names (Canteen, Hobart, Vollrath, etc.)
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- Expand each make to manage its **Models**
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- **Key Names** — Field service key names
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- **Key Types** — Field service key types
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- **Badge Types** — Asset badge types
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---
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## 7. Excel Import
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Navigate to **📥 Import** in the sidebar.
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The Import page lets you upload asset data from Excel files (Cantaloupe exports or other structured spreadsheets).
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### How it Works
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1. Click **📤 Upload Excel** and select your `.xlsx` or `.xls` file
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2. The system parses the file, maps columns, and creates a **pending import batch**
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3. **Review Changes** — Each batch shows new, changed, and removed assets with field-level diffs
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4. **Approve** — Apply the changes to live data
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5. **Reject** — Discard the batch if the data looks wrong
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### Import History
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The bottom section shows all past import batches with their status (PENDING / APPROVED / REJECTED / ERROR) and change summaries.
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---
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## 8. Activity Log & Reports
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### Activity Log
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Navigate to **📋 Activity** in the sidebar.
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- Full chronological log of all actions (creates, updates, deletes, check-ins, logins)
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- Filters: by user, action type, date range
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- Uses pagination for large logs
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### CSV Exports
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Available at the bottom of the sidebar:
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- **Export Assets** — Download all assets as CSV
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- **Export Check-ins** — Download check-ins filtered by asset
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### Database Reset
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> ⚠️ **Danger zone:** The **Reset Database** button in the sidebar footer deletes ALL data and reinitializes with defaults. Requires confirmation.
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---
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## 9. Tips & Troubleshooting
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### Import Fails
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1. Make sure your Excel file has a header row and at least one data row
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2. The system maps columns by keyword matching — check that column headers contain recognizable terms like "Asset ID", "Name", etc.
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3. Check the error message displayed after upload
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4. Try exporting from Cantaloupe to Excel first, then upload the file manually
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### Admin Panel Not Loading
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- Hard refresh (Ctrl+Shift+R on desktop, long-press refresh on mobile)
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- Clear site data
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- Check that both services are running (`canteen-main.service` and `canteen-admin.service`)
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### Permissions
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- You must be logged in as an **admin** role user to access the admin panel
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- Technicians and readonly users cannot access the admin panel
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- Session tokens expire after **1 day** (or **30 days** with "Remember me")
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---
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> **Note:** The admin panel shares the same database as the main app, so changes made here (customers, locations, geofences, settings) are immediately visible in the field app.
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