Calculator (Invoice Dashboard)

📖 Product Overview

Invoice Dashboard 2.0 is a multi-tenant SaaS billing management system designed for Sumsub resellers and service providers.

Core Value Proposition

• Transparent Billing: Real-time visibility into every KYC/AML consumption with detailed breakdowns
• Multi-User Support: Role-based access control (Admin/User) with isolated data views
• Flexible Pricing: Different unit prices for the same service across different customers
• Automated Reporting: Monthly summaries with cost calculations and service breakdowns
• Audit-Ready: Complete data追溯 with timestamped records

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🎯 Target Users

User Type	Use Case
Sumsub Resellers	Track consumption across multiple end customers with custom pricing
SaaS Providers	Manage service usage billing for B2B customers
Compliance Teams	Generate audit-ready billing reports for regulatory reviews

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✨ Key Features

User & Permission Management

• Multi-user system with unlimited accounts
• RBAC: Admin (full access) vs User (own data only)
• Secure password hashing (Werkzeug)
• 7-day session expiry with CSRF protection

Service & Pricing Management

• Global service directory maintained by admins
• Flexible service assignment per customer
• Snapshot pricing: Historical records preserve original unit prices even after pricing changes

Data Import & Processing

• CSV file upload with drag-and-drop
• Auto-validation for service existence and user permissions
• Batch processing support (max 10MB files)
• Complete file upload history tracking

Automated Reporting

• Monthly aggregation with cost calculations
• Service-level breakdowns
• Quick filtering by year/month
• CSV export for further analysis

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🏗️ Technical Architecture

Layer	Technology
Frontend	Bootstrap 5 + Jinja2
Backend	Flask 3.0+
Database	SQLAlchemy + SQLite
Data Processing	Pandas
Web Server	Gunicorn + Nginx
Process Manager	PM2

Database Schema

Table	Purpose
User	User accounts with role flags
Service	Global service directory
UserService	User-service assignments
ServicePricing	Per-user pricing configurations
UsageRecord	Individual usage entries with price snapshots
MonthlySummary	Pre-aggregated monthly statistics
UploadFile	File upload tracking

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🚀 Quick Start

For Admins

1. Create global services in the Service Directory
2. Create user accounts
3. Assign services to each user
4. Configure unit prices per user-service pair
5. System ready for data ingestion

For End Users

1. Upload CSV files with columns: serviceName, clientId, quantity, serviceTime
2. System auto-validates and processes data
3. View monthly reports with cost breakdowns
4. Export data for further analysis

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🔐 Security Features

• SQL Injection Protection: SQLAlchemy ORM with parameterized queries
• XSS Prevention: Jinja2 auto-escaping
• CSRF Protection: Flask session protection
• Data Isolation: Users can only access their own data
• Environment-Based Secrets: SECRET_KEY from environment variables

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📊 Performance Metrics

Operation	Latency
User Login	< 100ms
CSV Upload (1000 rows)	< 1s
Monthly Report Generation	< 500ms
Report Query	< 50ms

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📁 File Structure

calculator/
├── invoice_dashboard/
│   ├── app.py                    # Flask application
│   ├── models.py                 # SQLAlchemy ORM models
│   ├── routes_auth.py            # Authentication routes
│   ├── routes_dashboard.py       # Dashboard routes
│   ├── routes_upload.py          # CSV upload routes
│   ├── routes_reports.py         # Report generation routes
│   └── templates/                # Jinja2 templates
├── data/
│   ├── input/                    # Uploaded CSV files
│   └── output/                   # Generated reports
└── requirements.txt              # Python dependencies

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🔗 Related Resources

• Source Code: Available in internal repository
• Deployment Guide: Contact Operations Team
• API Documentation: Coming Soon

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Last Updated: 2026-05-02 | Version: 2.0 | Status: ✅ Production Ready