Task Flow Mickael Rutembya · Flow Atlas

Owner Quote Detail

/owner/quotes/

Atomic steps for an owner reviewing a quote's input payload, public and internal JSON results, and expense settlements.

Task intent

What the user is trying to do

« Inspect a quote's calculation input, public result, internal breakdown, and linked expense settlements. »

Entry points

ElementDestination
Owner dashboard Quotes link/owner/quotes/
Lead detail Quote payload/owner/quotes/<ref>/
Direct navigation/owner/quotes/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens quotes list"] --> B["Land on /owner/quotes/"] B --> C["Browse quote references"] C --> D["Click quote reference"] D --> E["Land on quote detail"] E --> F["Review input payload"] F --> G["View public JSON result"] G --> H["View internal JSON result"] H --> I["Check expense settlements"] I --> J{"Choose action"} J -->|Reissue| K["Reissue quote"] K --> L["New quote generated"] J -->|Linked lead| M["Navigate to lead detail"] M --> N["Land on lead detail"] J -->|Back| O["Navigate to quotes list"] click B "http://localhost:8000/owner/quotes/" "Open Quotes" click E "http://localhost:8000/owner/quotes/Q-2024-001/" "Open Quote" click M "http://localhost:8000/owner/leads/42/" "Open Lead"

Steps

StepActionSystem response
1Owner navigates to /owner/quotes/Server renders quote list with references
2Owner clicks quote referenceNavigate to quote detail
3Quote detail loadsInput payload, public JSON, internal JSON rendered
4Owner inspects payloadMission parameters, specialists, constraints
5Owner reviews public JSONTransparent pricing breakdown
6Owner reviews internal JSONFull cost structure, margins, coefficients
7Owner checks expense settlementsLinked settlements and audit trail

Scenario

Scenario

Owner audits quote calculation accuracy

Trigger

  • Owner wants to verify quote calculation
  • Navigates to /owner/quotes/
  • Clicks recent quote reference

Experience

  1. Quote detail loads with input payload and JSON results.
  2. Owner checks mission parameters match lead data.
  3. Public JSON shows transparent pricing.
  4. Internal JSON reveals margins and coefficients.
  5. Owner verifies expense settlements are correct.
  6. Quote is approved — no reissue needed.

Trust and safety rules

  • Quote detail is staff-only — never exposed publicly.
  • Internal JSON contains sensitive margin data — protected by auth.
  • Quote calculations are immutable once generated.
  • All quote access is logged with timestamp.

Interaction notes

  • Quote detail uses read-only JSON viewers.
  • Input payload is rendered as formatted JSON.
  • Reissue action creates new quote with same parameters.
  • Linked settlements show payment status.

Result states

StateWhat the owner seesWhat happens next
AuditingQuote detail with all JSON dataVerify calculation accuracy
ApprovedQuote is correctNo action needed
ReissuedNew quote generatedSent to prospect for review