Krow-workspace/docs/ARCHITECTURE/web-application/use-case.md

Web Application: Use Case Overview

This document details the primary business actions and user flows within the Krow Web Application. It is organized according to the logical workflows for each primary user role as defined in the system's architecture.

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1. Access & Authentication (Common)

1.1 Web Portal Login

• Actor: All Users (Admin, Client, Vendor)
• Description: Secure entry into the management console.
• Main Flow:
  1. User enters email and password on the login screen.
  2. System verifies credentials.
  3. System determines user role (Admin, Client, or Vendor).
  4. User is directed to their specific role-based dashboard.

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2. Admin Workflows (Operations Manager)

2.1 Global Operational Oversight

• Actor: Admin
• Description: Monitoring the pulse of the entire platform.
• Main Flow: User accesses Admin Dashboard -> Views all active orders across all clients -> Monitors user registration trends.

2.2 Marketplace & Vendor Management

• Actor: Admin
• Description: Expanding the platform's supply network.
• Main Flow:
  1. User navigates to Marketplace.
  2. User invites a new Vendor via email.
  3. User sets global default rates for roles.
  4. User audits vendor performance scores.

2.3 System Administration

• Actor: Admin
• Description: Configuring platform-wide settings and security.
• Main Flow: User updates system configurations -> Reviews security audit logs -> Manages internal support tickets.

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3. Client Executive Workflows

3.1 Strategic Insights (Savings Engine)

• Actor: Client Executive
• Description: Using AI to optimize labor spend.
• Main Flow:
  1. User opens the Savings Engine.
  2. User reviews identified cost-saving opportunities.
  3. User clicks "Approve Strategy" to implement recommendations (e.g., vendor consolidation).

3.2 Finance & Billing Management

• Actor: Client Executive / Finance Admin
• Description: Managing corporate financial obligations.
• Main Flow: User views all pending invoices -> Downloads detailed line-item reports -> Processes payments to Krow.

3.3 Operations Overview

• Actor: Client Executive
• Description: High-level monitoring of venue operations.
• Main Flow: User views a summary of their venue orders -> Reviews ratings of assigned staff -> Monitors fulfillment rates.

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4. Vendor Workflows (Staffing Agency)

4.1 Vendor Operations (Order Fulfillment)

• Actor: Vendor Manager
• Description: Fulfilling client staffing requests.
• Main Flow:
  1. User views incoming shift requests.
  2. User selects a shift.
  3. User uses the Worker Selection Tool to assign the best-fit staff.
  4. User confirms assignment.

4.2 Workforce Roster Management

• Actor: Vendor Manager
• Description: Maintaining their agency's supply of workers.
• Main Flow: User navigates to Roster -> Adds new workers -> Updates compliance documents and certifications -> Edits worker profiles.

4.3 Vendor Finance

• Actor: Vendor Manager
• Description: Managing agency revenue and worker payouts.
• Main Flow: User views payout history -> Submits invoices for completed shifts -> Tracks pending payments from Krow.

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5. Shared Functional Modules

5.1 Order Details & History

• Actor: All Roles
• Description: Accessing granular data for any specific staffing request.
• Main Flow: User clicks any order ID -> System displays shift times, roles, assigned staff, and audit history.

5.2 Invoice Detail View

• Actor: Admin, Client, Vendor
• Description: Reviewing the breakdown of costs for a billing period.
• Main Flow: User opens an invoice -> System displays worker names, hours worked, bill rates, and total totals per role.

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Use Case Diagram

flowchart TD
    subgraph AccessControl [Access & Authentication]
        Start[Start Web Portal] --> CheckSession{Check Session}
        CheckSession -- Valid --> CheckRole{Check User Role}
        CheckSession -- Invalid --> Login[Login Screen]
        Login --> EnterCreds[Enter Credentials]
        EnterCreds --> Verify{Verify}
        Verify -- Success --> CheckRole
        Verify -- Failure --> Error[Show Error]
        
        CheckRole -- Admin --> AdminDash[Admin Dashboard]
        CheckRole -- Client --> ClientDash[Client Dashboard]
        CheckRole -- Vendor --> VendorDash[Vendor Dashboard]
    end

    subgraph AdminWorkflows [Admin Workflows]
        AdminDash --> GlobalOversight[Global Oversight]
        GlobalOversight --> ViewAllOrders[View All Orders]
        GlobalOversight --> ViewAllUsers[View All Users]
        
        AdminDash --> MarketplaceMgmt[Marketplace Management]
        MarketplaceMgmt --> OnboardVendor[Onboard Vendor]
        MarketplaceMgmt --> ManageRates[Manage Global Rates]
        
        AdminDash --> SystemAdmin[System Administration]
        SystemAdmin --> ConfigSettings[Configure Settings]
        SystemAdmin --> AuditLogs[View Audit Logs]
    end

    subgraph ClientWorkflows [Client Executive Workflows]
        ClientDash --> ClientInsights[Strategic Insights]
        ClientInsights --> SavingsEngine[Savings Engine]
        SavingsEngine --> ViewOpp[View Opportunity]
        ViewOpp --> ApproveStrategy[Approve Strategy]
        
        ClientDash --> ClientFinance[Finance & Billing]
        ClientFinance --> ViewInvoices[View Invoices]
        ClientFinance --> PayInvoice[Pay Invoice]
        
        ClientDash --> ClientOps[Operations Overview]
        ClientOps --> ViewMyOrders[View My Orders]
        ClientOps --> ViewMyStaff[View Assigned Staff]
    end

    subgraph VendorWorkflows [Vendor Workflows]
        VendorDash --> VendorOps[Vendor Operations]
        VendorOps --> ViewRequests[View Shift Requests]
        ViewRequests --> AssignWorker[Assign Worker]
        VendorOps --> ManageRoster[Manage Worker Roster]
        ManageRoster --> UpdateWorkerProfile[Update Worker Profile]
        
        VendorDash --> VendorFinance[Vendor Finance]
        VendorFinance --> ViewPayouts[View Payouts]
        VendorFinance --> SubmitInvoice[Submit Invoice]
    end

    subgraph SharedModules [Shared Functional Modules]
        ViewAllOrders -.-> OrderDetail[Order Details]
        ViewMyOrders -.-> OrderDetail
        ViewRequests -.-> OrderDetail
        
        AssignWorker -.-> WorkerSelection[Worker Selection Tool]
        
        ViewInvoices -.-> InvoiceDetail[Invoice Detail View]
        SubmitInvoice -.-> InvoiceDetail
    end