Data and IT
Admin tools on an existing database
Put screens, roles and change history on tables you already have.
- Requested
- Approved
- AppliedDone
PassedWaits for a personEvery move is kept in the record's history
The problem
What goes wrong today
Today
Support and operations staff need to look up and correct data in a production database, so they ask engineers to run queries for them. Building an internal admin tool is always next quarter’s job, and direct database access is a risk nobody likes.
How it runs on TechAppForce
A day with it, step by step
Amber steps wait in a person's work inbox; everything else moves on its own.
- Point it at the databaseA subscription box company connects its development environment to a copy of its PostgreSQL database, and compatible tables are registered as entities with list and detail screens.
- Decide who sees whatThe team creates roles for support and finance, each with the screens it needs.
- A customer callsA support agent filters the orders grid by the customer’s email, finds the duplicate order and requests a refund adjustment.
- Approved and appliedApprove or rejectThe team lead approves. The existing refund procedure runs, and the change is kept on the order’s history.
- Released properlyThe admin tool is promoted from development as a release, so production gets exactly what was reviewed.
What gets configured
Settings you can read, change and release
No code for any of this, unless a rule truly needs it.
Records 4
- Existing tables and views, registered as entities in development0 fields + history, files, comments
- Customer account5 fields + history, files, comments
- Order5 fields + history, files, comments
- Adjustment4 fields + history, files, comments
Stages 3
- Requested
- Approved
- Applied
Automatic 3
- WorkflowAn approved adjustment runs a stored procedure you already have
- CodeA C# record hook blocks changes that break a rule specific to your business
- NotifyThe requester is notified in-app when their correction has been applied
Screens and reports 4
- Data grid over each registered table, with filters and CSV export
- Detail screens with related records from lookups
- Corrections applied this month, by reason, in Excel
- Open orders by status, as a CSV export of the grid
Who approves, in detail
Data corrections such as refunds or plan changes go to the team lead role before they are applied, and corrections above a set amount also need finance.
When the rules change
Bring your version of this.
A change a few months in is a reviewed release, not a rebuild. We will configure your version with you in a demo.
Release: Registered: orders table
Screens
Added: + List Orders by status
Added: + Detail Order and lines
Fields
Added: + Refund reason (lookup)
- Developmentmake the change
- QAreview the diff, test it
- Productionpromote the release