Task Flow Mickael Rutembya · Flow Atlas

Owner Workspace

/owner/

Atomic steps for an authenticated owner accessing the sovereign workspace: review profile, manage pricing, access leads, contracts, and admin panels.

Task intent

What the user is trying to do

« Access the owner workspace to manage pricing profiles, review leads, generate contracts, and monitor security controls. »

Entry points

ElementDestination
Direct navigation /owner//owner/
Owner login successful auth/owner/
Owner setup completion/owner/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner authenticates"] --> B["Land on /owner/"] B --> C["View active profile"] C --> D["Check owner stats"] D --> E["Review security controls"] E --> F{"Choose action"} F -->|Leads| G["Navigate to /owner/leads/"] F -->|Contracts| H["Navigate to /owner/contracts/"] F -->|Quotes| I["Navigate to /owner/quotes/"] F -->|Pricing| J["Navigate to /admin/billing/pricingprofile/"] F -->|Coefficients| K["Navigate to /admin/billing/billingcoefficient/"] F -->|Logout| L["POST to /owner/logout/"] click B "http://localhost:8000/owner/" "Open Owner" click G "http://localhost:8000/owner/leads/" "Open Leads" click H "http://localhost:8000/owner/contracts/" "Open Contracts" click I "http://localhost:8000/owner/quotes/" "Open Quotes"

Steps

StepActionSystem response
1Owner authenticates via /owner/login/Session created, redirect to /owner/
2Dashboard loads with active profileProfile name, base day rate, stats displayed
3Owner reviews security controlsLocal calculation, no public config, CSRF protection
4Owner chooses a sectionNavigate to leads, contracts, quotes, or admin

Scenario

Scenario

Owner reviews leads and generates contract

Trigger

  • Owner receives new lead notification
  • Authenticates at /owner/login/
  • Lands on owner dashboard

Experience

  1. Dashboard shows active profile and 3 new leads.
  2. Owner clicks "Radar de qualification client".
  3. Leads page shows qualification data.
  4. Owner opens lead detail, assesses, and generates contract.
  5. Contract PDF is downloaded and sent to prospect.

Trust and safety rules

  • Owner route is staff-only — never indexed.
  • Session is signed and protected against tampering.
  • All configuration changes are logged in audit trail.
  • No public API exposes owner data.

Interaction notes

  • Dashboard uses Django session authentication.
  • Logout form POSTs to /owner/logout/.
  • Admin links require superuser permissions.
  • Profile stats are read-only on dashboard.

Result states

StateWhat the owner seesWhat happens next
DashboardActive profile, stats, security controlsChoose a section to manage
LeadsLead list with scores and tiersOpen lead detail
ContractsContract references and downloadsReview or regenerate
QuotesQuote history and payloadsInspect or reissue