654 lines
17 KiB
Markdown
654 lines
17 KiB
Markdown
# Dashboard Formulas & Calculations Documentation
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This document provides a comprehensive breakdown of all formulas and calculations used in the Dashboard for both **Admin/Management** users and **Regular Users**.
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---
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## 📊 **1. REQUEST VOLUME STATISTICS**
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### **Admin/Management View**
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**Scope:** All requests across the organization
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**Formulas:**
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```
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Total Requests = COUNT(*)
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WHERE submission_date BETWEEN :start AND :end
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AND is_draft = false
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AND is_deleted = false
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AND submission_date IS NOT NULL
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Approved Requests = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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Rejected Requests = COUNT(*)
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WHERE status = 'REJECTED'
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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Pending Requests = COUNT(*)
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WHERE status IN ('PENDING', 'IN_PROGRESS')
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AND is_draft = false
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(Note: Includes ALL pending requests regardless of creation date)
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Draft Requests = COUNT(*)
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WHERE is_draft = true
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```
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### **Regular User View**
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**Scope:** Only requests initiated by the user
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**Formulas:**
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```
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Total Requests = COUNT(*)
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WHERE submission_date BETWEEN :start AND :end
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AND is_draft = false
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AND initiator_id = :userId
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Approved Requests = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND initiator_id = :userId
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AND is_draft = false
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Rejected Requests = COUNT(*)
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WHERE status = 'REJECTED'
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AND submission_date BETWEEN :start AND :end
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AND initiator_id = :userId
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AND is_draft = false
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Pending Requests = COUNT(*)
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WHERE status IN ('PENDING', 'IN_PROGRESS')
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AND initiator_id = :userId
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AND is_draft = false
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Draft Requests = COUNT(*)
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WHERE is_draft = true
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AND initiator_id = :userId
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```
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---
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## ⏱️ **2. TAT EFFICIENCY & SLA COMPLIANCE**
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### **Admin/Management View**
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**Scope:** All completed requests in date range
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**Formulas:**
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```
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Completed Requests = COUNT(*)
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WHERE status IN ('APPROVED', 'REJECTED')
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AND is_draft = false
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AND submission_date IS NOT NULL
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AND (
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(closure_date IS NOT NULL AND closure_date BETWEEN :start AND :end)
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OR (closure_date IS NULL AND updated_at BETWEEN :start AND :end)
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)
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Breached Requests = COUNT(DISTINCT request_id)
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WHERE EXISTS (
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SELECT 1 FROM tat_alerts ta
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WHERE ta.request_id = wf.request_id
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AND ta.is_breached = true
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)
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Compliant Requests = Total Completed - Breached Requests
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SLA Compliance % = ROUND((Compliant Requests / Total Completed) × 100, 0)
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If Total Completed = 0, then Compliance = 0%
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Average Cycle Time (Hours) = ROUND(SUM(cycle_times) / COUNT(cycle_times), 1)
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Where cycle_time = calculateElapsedWorkingHours(submission_date, completion_date, priority)
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(Respects working hours, weekends, holidays based on priority)
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Average Cycle Time (Days) = ROUND(Average Cycle Time (Hours) / 8, 1)
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(Assumes 8 working hours per day)
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```
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### **Regular User View**
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**Scope:** Only completed requests initiated by the user
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**Formulas:**
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```
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Completed Requests = COUNT(*)
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WHERE status IN ('APPROVED', 'REJECTED')
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AND is_draft = false
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AND submission_date IS NOT NULL
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AND initiator_id = :userId
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AND (
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(closure_date IS NOT NULL AND closure_date BETWEEN :start AND :end)
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OR (closure_date IS NULL AND updated_at BETWEEN :start AND :end)
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)
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Breached Requests = COUNT(DISTINCT request_id)
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WHERE initiator_id = :userId
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AND EXISTS (
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SELECT 1 FROM tat_alerts ta
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WHERE ta.request_id = wf.request_id
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AND ta.is_breached = true
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)
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Compliant Requests = Total Completed - Breached Requests
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SLA Compliance % = ROUND((Compliant Requests / Total Completed) × 100, 0)
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Average Cycle Time (Hours) = Same calculation as Admin
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Average Cycle Time (Days) = Same calculation as Admin
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```
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**Note:** Breaches are tracked at **approver/level level** but counted at **request level** for SLA compliance.
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---
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## 👤 **3. APPROVER LOAD STATISTICS**
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### **Admin/Management View**
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**Not Applicable** - This metric is user-specific
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### **Regular User View**
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**Scope:** User's approval workload
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**Formulas:**
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```
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Pending Actions = COUNT(DISTINCT level_id)
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WHERE approver_id = :userId
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AND status = 'IN_PROGRESS'
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AND request.status IN ('PENDING', 'IN_PROGRESS')
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AND is_draft = false
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AND level_number = request.current_level
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(Only counts requests at user's current active level)
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Completed Today = COUNT(*)
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WHERE approver_id = :userId
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AND status IN ('APPROVED', 'REJECTED')
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AND action_date BETWEEN :start AND :end
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(Date range start/end for "today")
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Completed This Week = COUNT(*)
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WHERE approver_id = :userId
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AND status IN ('APPROVED', 'REJECTED')
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AND action_date >= start_of_week
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AND action_date BETWEEN :start AND :end
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```
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---
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## 📝 **4. ENGAGEMENT STATISTICS**
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### **Admin/Management View**
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**Scope:** All work notes and documents across organization
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**Formulas:**
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```
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Work Notes Added = COUNT(*)
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FROM work_notes wn
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WHERE wn.created_at BETWEEN :start AND :end
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Attachments Uploaded = COUNT(*)
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FROM documents d
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WHERE d.uploaded_at BETWEEN :start AND :end
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```
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### **Regular User View**
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**Scope:** Only from requests initiated by the user
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**Formulas:**
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```
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Work Notes Added = COUNT(*)
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FROM work_notes wn
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WHERE wn.created_at BETWEEN :start AND :end
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AND EXISTS (
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SELECT 1 FROM workflow_requests wf
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WHERE wf.request_id = wn.request_id
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AND wf.initiator_id = :userId
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AND wf.is_draft = false
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)
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Attachments Uploaded = COUNT(*)
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FROM documents d
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WHERE d.uploaded_at BETWEEN :start AND :end
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AND EXISTS (
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SELECT 1 FROM workflow_requests wf
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WHERE wf.request_id = d.request_id
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AND wf.initiator_id = :userId
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AND wf.is_draft = false
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)
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```
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---
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## 🤖 **5. AI INSIGHTS**
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### **Admin/Management View**
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**Scope:** All approved requests with conclusion remarks
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**Formulas:**
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```
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Total with Conclusion = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND conclusion_remark IS NOT NULL
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AND is_draft = false
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AI Generated Count = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND ai_generated_conclusion IS NOT NULL
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AND ai_generated_conclusion != ''
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AND is_draft = false
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Manual Count = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND (ai_generated_conclusion IS NULL OR ai_generated_conclusion = '')
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AND is_draft = false
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AI Adoption % = ROUND((AI Generated Count / Total with Conclusion) × 100, 0)
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Average Remark Length = ROUND(AVG(LENGTH(conclusion_remark)), 0)
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WHERE status = 'APPROVED'
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AND conclusion_remark IS NOT NULL
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```
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### **Regular User View**
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**Scope:** Only approved requests initiated by the user
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**Formulas:**
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```
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Total with Conclusion = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND conclusion_remark IS NOT NULL
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AND initiator_id = :userId
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AND is_draft = false
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AI Generated Count = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND ai_generated_conclusion IS NOT NULL
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AND ai_generated_conclusion != ''
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AND initiator_id = :userId
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AND is_draft = false
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Manual Count = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND (ai_generated_conclusion IS NULL OR ai_generated_conclusion = '')
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AND initiator_id = :userId
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AND is_draft = false
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AI Adoption % = ROUND((AI Generated Count / Total with Conclusion) × 100, 0)
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Average Remark Length = Same calculation as Admin (filtered by initiator_id)
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```
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---
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## 📈 **6. SUCCESS RATE (Regular Users Only)**
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**Formula:**
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```
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Success Rate % = ROUND((Approved Requests / Total Requests) × 100, 0)
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If Total Requests = 0, then Success Rate = 0%
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Where:
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Approved Requests = From Request Volume Statistics
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Total Requests = From Request Volume Statistics
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```
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---
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## 🏢 **7. DEPARTMENT STATISTICS (Admin Only)**
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**Scope:** All requests grouped by initiator's department
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**Formulas:**
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```
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Department Stats = GROUP BY initiator.department
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Total Requests per Dept = COUNT(*)
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WHERE submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY initiator.department
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Approved per Dept = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY initiator.department
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Rejected per Dept = COUNT(*)
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WHERE status = 'REJECTED'
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY initiator.department
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In Progress per Dept = COUNT(*)
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WHERE status IN ('PENDING', 'IN_PROGRESS')
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY initiator.department
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Approval Rate per Dept = ROUND((Approved / Total Requests) × 100, 0)
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If Total Requests = 0, then Approval Rate = 0%
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```
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**Note:** Limited to top 10 departments by total requests.
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---
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## 🎯 **8. PRIORITY DISTRIBUTION (Admin Only)**
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**Scope:** All requests grouped by priority (EXPRESS vs STANDARD)
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**Formulas:**
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```
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Total Count per Priority = COUNT(*)
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WHERE submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY priority
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Approved Count per Priority = COUNT(*)
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WHERE status = 'APPROVED'
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AND submission_date BETWEEN :start AND :end
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AND is_draft = false
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GROUP BY priority
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Breached Count per Priority = COUNT(DISTINCT request_id)
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WHERE EXISTS (
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SELECT 1 FROM tat_alerts ta
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WHERE ta.request_id = wf.request_id
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AND ta.is_breached = true
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)
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GROUP BY priority
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Average Cycle Time per Priority = ROUND(SUM(cycle_times) / COUNT(cycle_times), 1)
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Where cycle_time = calculateElapsedWorkingHours(submission_date, completion_date, priority)
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Only for COMPLETED requests (status IN ('APPROVED', 'REJECTED'))
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GROUP BY priority
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Compliance Rate per Priority = ROUND(((Total Count - Breached Count) / Total Count) × 100, 0)
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If Total Count = 0, then Compliance Rate = 0%
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```
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---
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## 👥 **9. APPROVER PERFORMANCE (Admin Only)**
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**Scope:** All approvers who completed approvals in date range
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**Formulas:**
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```
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Total Approved per Approver = COUNT(DISTINCT level_id)
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WHERE approver_id = :approverId
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AND action_date BETWEEN :start AND :end
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AND status IN ('APPROVED', 'REJECTED')
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AND action_date IS NOT NULL
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AND level_start_time IS NOT NULL
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AND tat_hours > 0
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AND elapsed_hours > 0
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Within TAT Count = COUNT(DISTINCT level_id)
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WHERE approver_id = :approverId
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AND action_date BETWEEN :start AND :end
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AND status IN ('APPROVED', 'REJECTED')
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AND elapsed_hours IS NOT NULL
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AND elapsed_hours > 0
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AND (
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elapsed_hours < tat_hours
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OR (elapsed_hours <= tat_hours AND (tat_breached IS NULL OR tat_breached = false))
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OR (tat_breached IS NOT NULL AND tat_breached = false)
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)
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Breached Count = COUNT(DISTINCT level_id)
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WHERE approver_id = :approverId
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AND action_date BETWEEN :start AND :end
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AND status IN ('APPROVED', 'REJECTED')
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AND elapsed_hours IS NOT NULL
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AND elapsed_hours > 0
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AND (
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elapsed_hours > tat_hours
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OR (tat_breached IS NOT NULL AND tat_breached = true)
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)
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TAT Compliance % = ROUND((Within TAT Count / Total Approved) × 100, 0)
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If Total Approved = 0, then TAT Compliance = 0%
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Average Response Hours = ROUND(AVG(elapsed_hours), 1)
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WHERE approver_id = :approverId
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AND action_date BETWEEN :start AND :end
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AND status IN ('APPROVED', 'REJECTED')
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AND elapsed_hours IS NOT NULL
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AND elapsed_hours > 0
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Pending Count = COUNT(DISTINCT level_id)
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WHERE approver_id = :approverId
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AND status IN ('PENDING', 'IN_PROGRESS')
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AND request.status IN ('PENDING', 'IN_PROGRESS')
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AND is_draft = false
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AND level_number = request.current_level
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(Only current active level for each request)
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```
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**Sorting Order:**
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1. TAT Compliance % (DESC - highest first)
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2. Average Response Hours (ASC - fastest first)
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3. Total Approved (DESC - most approvals first)
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---
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## 🤖 **10. AI REMARK UTILIZATION (Admin Only)**
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**Scope:** All conclusion remarks generated in date range
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**Formulas:**
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```
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Total Usage = COUNT(*)
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FROM conclusion_remarks cr
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WHERE cr.generated_at BETWEEN :start AND :end
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Total Edits = COUNT(*)
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FROM conclusion_remarks cr
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WHERE cr.generated_at BETWEEN :start AND :end
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AND cr.is_edited = true
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Edit Rate % = ROUND((Total Edits / Total Usage) × 100, 0)
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If Total Usage = 0, then Edit Rate = 0%
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Monthly Trends (Last 7 Months):
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AI Usage = COUNT(*)
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WHERE generated_at >= NOW() - INTERVAL '7 months'
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GROUP BY DATE_TRUNC('month', generated_at)
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Manual Edits = COUNT(*)
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WHERE generated_at >= NOW() - INTERVAL '7 months'
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AND is_edited = true
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GROUP BY DATE_TRUNC('month', generated_at)
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```
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---
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## 📅 **11. DATE RANGE CALCULATIONS**
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**Date Range Parsing:**
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```
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Today:
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start = start_of_day(today)
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end = end_of_day(today)
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This Week:
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start = start_of_week(today)
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end = end_of_week(today)
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This Month:
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start = start_of_month(today)
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end = end_of_month(today)
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This Quarter:
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start = start_of_quarter(today)
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end = end_of_quarter(today)
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This Year:
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start = start_of_year(today)
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end = end_of_year(today)
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Custom Range:
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start = start_of_day(custom_start_date)
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end = end_of_day(custom_end_date)
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(Capped at current date if future date provided)
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Default (if not specified):
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start = 30 days ago (start of day)
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end = today (end of day)
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```
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---
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## 🔍 **12. CRITICAL ALERTS**
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### **Admin/Management View**
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**Scope:** All requests with critical TAT status
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**Formulas:**
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```
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Critical Requests = Requests where:
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- TAT percentage used >= 80% (approaching deadline)
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- OR TAT percentage used >= 100% (breached)
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- OR has breach alerts (is_breached = true in tat_alerts)
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Breached Count = COUNT(*)
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WHERE breachCount > 0
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(From critical requests)
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Warning Count = COUNT(*)
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WHERE breachCount = 0
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AND TAT percentage >= 80%
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(From critical requests)
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```
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### **Regular User View**
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**Scope:** Only requests initiated by the user
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**Formulas:**
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```
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Critical Requests = Same logic as Admin, filtered by initiator_id = :userId
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Breached Count = Same calculation as Admin (filtered by user)
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Warning Count = Same calculation as Admin (filtered by user)
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```
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---
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## 📊 **13. UPCOMING DEADLINES**
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**Scope:** Requests with active levels approaching TAT deadline
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**Formulas:**
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```
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Upcoming Deadlines = Requests where:
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- Current level is active (status IN ('PENDING', 'IN_PROGRESS'))
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- remainingHours > 0 (not yet breached)
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- tatPercentageUsed < 100 (not yet breached)
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TAT Percentage Used = ROUND((elapsedHours / tatHours) × 100, 0)
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Where elapsedHours = calculateElapsedWorkingHours(level_start_time, current_time, priority)
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Remaining Hours = MAX(0, tatHours - elapsedHours)
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Elapsed Hours = calculateElapsedWorkingHours(level_start_time, current_time, priority)
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||
(Respects working hours, weekends, holidays based on priority)
|
||
```
|
||
|
||
**Note:** Only shows requests that are NOT yet breached (remainingHours > 0 and tatPercentage < 100).
|
||
|
||
---
|
||
|
||
## 📝 **14. RECENT ACTIVITY**
|
||
|
||
### **Admin/Management View**
|
||
**Scope:** All workflow activities across organization
|
||
|
||
**Formulas:**
|
||
```
|
||
Recent Activity = All activities from workflow_requests
|
||
ORDER BY activity.created_at DESC
|
||
(No user filter)
|
||
```
|
||
|
||
### **Regular User View**
|
||
**Scope:** Activities from user's requests or where user is a participant
|
||
|
||
**Formulas:**
|
||
```
|
||
Recent Activity = Activities where:
|
||
- request.initiator_id = :userId
|
||
- OR user is a participant in the request
|
||
ORDER BY activity.created_at DESC
|
||
```
|
||
|
||
---
|
||
|
||
## 🔑 **KEY DIFFERENCES: ADMIN vs REGULAR USER**
|
||
|
||
| Metric | Admin/Management | Regular User |
|
||
|--------|------------------|--------------|
|
||
| **Request Volume** | All organization requests | Only user-initiated requests |
|
||
| **TAT Efficiency** | All completed requests | Only user-initiated completed requests |
|
||
| **Approver Load** | N/A | User's own approval workload |
|
||
| **Engagement** | All work notes/documents | Only from user's requests |
|
||
| **AI Insights** | All approved requests | Only user's approved requests |
|
||
| **Department Stats** | ✅ Available | ❌ Not available |
|
||
| **Priority Distribution** | ✅ Available | ❌ Not available |
|
||
| **Approver Performance** | ✅ Available | ❌ Not available |
|
||
| **AI Remark Utilization** | ✅ Available | ❌ Not available |
|
||
| **Success Rate** | ❌ Not shown | ✅ Available |
|
||
|
||
---
|
||
|
||
## 📌 **IMPORTANT NOTES**
|
||
|
||
1. **Date Filtering:**
|
||
- Most metrics use `submission_date` (when request was submitted), not `created_at`
|
||
- Completed requests use `closure_date` or `updated_at` for completion date
|
||
- Pending requests are counted regardless of creation date
|
||
|
||
2. **Working Hours Calculation:**
|
||
- Cycle time uses `calculateElapsedWorkingHours()` which respects:
|
||
- Working hours (9 AM - 6 PM)
|
||
- Weekends (for STANDARD priority)
|
||
- Holidays (configured in system)
|
||
- Priority type (EXPRESS vs STANDARD)
|
||
|
||
3. **Breach Tracking:**
|
||
- Breaches are tracked at **approver/level level** (each level has its own TAT)
|
||
- But SLA compliance counts at **request level** (if any level breaches, entire request is non-compliant)
|
||
|
||
4. **Rounding:**
|
||
- Percentages: Rounded to nearest integer (0 decimal places)
|
||
- Hours: Rounded to 1 decimal place
|
||
- Days: Rounded to 1 decimal place
|
||
|
||
5. **Null Handling:**
|
||
- All COUNT operations handle NULL values
|
||
- Division operations use NULLIF to prevent division by zero
|
||
- Default values are 0 if no data exists
|
||
|
||
---
|
||
|
||
## 🔄 **DATA REFRESH**
|
||
|
||
All calculations are performed in real-time when:
|
||
- Dashboard is loaded
|
||
- Date range filter is changed
|
||
- Refresh button is clicked
|
||
- Custom date range is applied
|
||
|
||
Data is fetched in parallel for optimal performance.
|
||
|
||
---
|
||
|
||
**Last Updated:** Based on codebase as of current date
|
||
**Version:** 1.0
|
||
|