Sales Dashboard and RBAC #130
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PhiRho
commented
Sep 9, 2025
PhiRho
commented
- Refactor role based access control to allow more complex cases
- Add a sales specific system role
- Add a sales data API restricted to sales and admin users
- Add a dashboard to the UI for sales data
- Introduced a new Sales Dashboard page for monitoring team performance and revenue metrics. - Updated the Admin page to include a link to the Sales Dashboard with an associated icon. - Enhanced sidebar navigation to include the Sales Dashboard link.
- Added interfaces for PrivateAIKey and SpendInfo to manage AI keys and spending data. - Implemented data fetching for AI keys and spend information for each team using React Query. - Introduced filtering and sorting capabilities based on regions and total spend. - Updated UI to display regions and total spend for each team, enhancing visibility of financial metrics.
- Introduced a flexible filtering mechanism allowing users to add, update, and remove filters based on various criteria such as team email, name, products, trial status, and regions. - Enhanced the UI to support dynamic filter inputs and operators, improving user experience in managing team data. - Updated sorting functionality to accommodate new filter options, ensuring accurate data representation. - Refactored existing filter logic to streamline the filtering process and improve performance.
- Introduced a new field for tracking Hubspot import status in the Team interface. - Updated sorting and filtering options to include Hubspot status, enhancing data management capabilities. - Implemented local state management for Hubspot status updates, with a temporary UI for status selection until the API is built. - Enhanced the UI to display and sort teams based on their Hubspot import status, improving visibility and control over team data.
- Added a new field for tracking assigned users in the Team interface, improving team management capabilities. - Implemented local state management for assigned user updates, allowing for real-time editing and display of assigned users. - Enhanced the UI to support editing of assigned users with a dropdown for suggestions, improving user experience. - Updated sorting and filtering options to include assigned users, ensuring comprehensive data representation in the Sales Dashboard.
- Implemented a new endpoint to list teams for the sales dashboard, providing consolidated information including products, regions, spend data, and trial status. - Enhanced data fetching by pre-fetching regions and creating LiteLLM services to optimize performance. - Introduced new schemas for SalesProduct, SalesTeam, and SalesTeamsResponse to structure the response data. - Added comprehensive tests to ensure the functionality and accuracy of the new endpoint, including various scenarios for trial status and spend aggregation.
- Introduced a new RBAC system to manage user permissions and roles, enhancing security and access control across the application. - Added a new `rbac.py` module to define role dependencies and access checks for various user roles, including system admins, team admins, and key creators. - Created a `roles.py` module to define user roles and their hierarchy, ensuring clear role management and validation. - Updated existing security functions to utilize the new RBAC system for permission checks, improving code maintainability and clarity. - Refactored private AI key creation and vector database functions to enforce role-based access, ensuring only authorized users can perform these actions. - Added comprehensive tests for the new RBAC functionality to ensure correct access control behavior across different user roles.
- Added logging to the RBACDependency class to track user access control checks, improving visibility into authorization failures. - Updated the create key mutation in the frontend to include optional owner_id and team_id parameters, enhancing key creation functionality. - Adjusted payload construction for the key creation request to accommodate new parameters, ensuring proper data handling.
- Simplified the trial status calculation logic in the backend to provide clearer status messages based on product activity and payment history. - Updated the Sales Dashboard to reflect the new trial status format, ensuring accurate display of remaining days for active trials. - Removed unused fields and local state management for Hubspot status and assigned users, streamlining the codebase. - Enhanced data fetching for teams to include products and regions directly, improving performance and reducing complexity in the frontend. - Added new tests to validate trial status calculations and ensure correct behavior across various scenarios.
- Added a new role check for sales users, allowing access to specific endpoints and functionalities. - Updated the sales dashboard to include a comprehensive view of team performance, products, and financial metrics. - Enhanced user redirection based on role during login and navigation, improving user experience. - Introduced dynamic filtering options for the sales dashboard, enabling users to manage team data effectively. - Added tests to validate access control for sales users and ensure proper functionality of the sales dashboard.
- Organized imports in private_ai_keys.py and users.py for better readability. - Updated role validation logic to utilize UserRole.get_all_roles() for consistency across user role checks. - Removed unused role definitions and hierarchy from security.py, streamlining the codebase. - Enhanced role management by centralizing role-related functionality in the roles module.
- Replaced direct role checks with new role management functions across multiple API endpoints to enhance consistency and maintainability. - Updated dependencies in billing.py, pricing_tables.py, private_ai_keys.py, products.py, regions.py, teams.py, users.py to utilize get_role_min_* functions. - Streamlined role validation logic in rbac.py and roles.py for improved clarity and organization. - Removed deprecated role assignment validation methods from tests, ensuring alignment with the new role management structure.
Sales dashboard
- Added functionality to track and log unreachable LiteLLM endpoints encountered during the list_teams_for_sales API call. - Implemented a set to collect unique endpoint errors, ensuring each is logged only once per region. - Updated tests to verify logging behavior for unreachable endpoints, including individual and summary messages.
… API - Removed redundant logging for failed LiteLLM calls in the list_teams_for_sales function to streamline error handling. - Updated trial status calculation to ensure proper timezone handling for last payment and creation dates, enhancing accuracy in remaining days calculation. - Improved code clarity by simplifying date calculations and ensuring consistent timezone awareness.
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