Admin Features

← Back to DWS Receipts

Overview

Admins access three main areas:

• Dashboard (/dashboard) - Receipt management
• Batch Review (/batch-review) - Rapid approval workflow
• Users (/users) - User management

Dashboard

Access

Route: /dashboard

Auth: Admin role required (redirects employees to /employee)

Features

Feature	Description
View All Receipts	See receipts from all employees
Filter by Status	Tabs: All, Pending, Approved, Reimbursed, Rejected
Date Range Filter	Filter by receipt date
Search	Search employee name or description
Edit Any Receipt	Change date, amount, category, notes, status
Delete Any Receipt	Remove receipt and image
Bulk Reimburse	Mark all approved as reimbursed
Export CSV	Download payroll totals

Summary Cards

Dashboard shows 4 stat cards:

• Total Receipts: Count and total amount
• Pending Review: Count and percentage
• Approved: Count and percentage
• Reimbursed: Count and percentage

Bulk Reimburse Flow

1. Click "Reimburse" button
2. System counts all approved receipts
3. Confirmation dialog shows count
4. Confirm → PUT /api/receipts/bulk-update
5. All approved → reimbursed

Important: Affects ALL approved receipts globally, not just filtered ones.

CSV Export

Exports payroll-ready totals grouped by employee:

LastName,FirstName,EmployeeNumber,TotalAmount
Doe,John,EMP123,150.00
Smith,Jane,EMP456,275.50

• Uses filteredReceipts (respects current filters)
• Groups by employee_id_internal
• Sums amounts per employee

Key Files

File	Purpose
app/dashboard/page.tsx	Auth protection
components/receipt-dashboard.tsx	Dashboard UI
components/receipt-table.tsx	Receipt table
hooks/use-admin-receipts.ts	Data fetching

---

Batch Review

Access

Route: /batch-review

Auth: Admin role required

Purpose

Rapid approval workflow for reviewing pending receipts one at a time.

Flow

1. Load all pending receipts
2. Display one receipt at a time
3. Admin clicks Approve or Reject
4. Navigate to next receipt
5. After all reviewed, submit decisions

UI Layout

Panel	Content
Left	Receipt details (date, amount, category, employee)
Right	Receipt image
Bottom	Navigation dots showing progress

Navigation

• Previous/Next: Move between receipts
• Dots: Click to jump to any receipt
• Color coding: Blue (current), Green (decided), Gray (undecided)

Decision States

Decisions stored locally until submission:

{
  "receipt-id-1": "approved",
  "receipt-id-2": "rejected",
  // ...
}

Completion Screen

After reviewing all receipts:

• Shows summary (X approved, Y rejected)
• “Review My Decisions” - go back and change
• “Submit X Decisions” - finalize

Submission

Submits all decisions in parallel:

await Promise.all(
  Object.entries(decisions).map(([id, status]) =>
    supabase.from('receipts').update({ status }).eq('id', id)
  )
);

Key Files

File	Purpose
app/batch-review/page.tsx	Auth protection
components/batch-review-dashboard.tsx	Batch review UI

---

User Management

Access

Route: /users

Auth: Admin role required

Features

Feature	Description
List Users	Paginated user list with search
Create User	Add new employee or admin
Edit User	Update name, phone, role
Ban User	Soft delete (100-year ban)

Create User

Required fields:

• Phone number (10-digit US)
• Full name

Optional fields:

• Preferred name
• Employee ID
• Role (defaults to employee)

Edit User

Can change:

• Phone number (triggers global sign out)
• Full name / Preferred name
• Employee ID
• Role (employee ↔ admin)

Ban User

• Sets banned_until to ~100 years
• Sets deleted_at in user_profiles
• Signs out user globally
• Cannot ban yourself

Key Files

File	Purpose
app/users/page.tsx	Auth protection
components/user-management-dashboard.tsx	User management UI
components/user-table.tsx	User list
components/user-form-modal.tsx	Create/edit form
components/ban-user-dialog.tsx	Ban confirmation

---

Admin API Endpoints

Endpoint	Method	Purpose
/api/admin/receipts	GET	All receipts with phone
/api/admin/users	GET	User list
/api/admin/users	POST	Create user
/api/admin/users/[id]	GET	Single user
/api/admin/users/[id]	PATCH	Update user
/api/admin/users/[id]	DELETE	Ban user
/api/receipts/bulk-update	PUT	Bulk reimburse

All admin endpoints verify:

1. Valid session exists
2. User role is admin

Related Pages

• API - Endpoint details
• Authentication - Access control
• Receipts - Receipt status lifecycle