Administrative interface for system management, monitoring, and configuration.
ADMIN APP FUNCTIONAL AREAS
rendering diagram…
flowchart TB
subgraph ACC[Account Management]
A1[Admin Users<br/>Azure AD]
A2[Customer Accounts]
A3[Account Validations]
end
subgraph DATA[Investment Data]
D1[Symbol List Templates]
D2[Symbol Lists]
D3[Position Reports]
end
subgraph RPT[Reports - Jobs]
R1[Generate Report]
R2[Report Generations]
R3[AI Report Dashboard]
end
subgraph BILL[Billing - Comms]
B1[Billing - Usage]
B2[Email Queue]
B3[SMS Queue]
B4[Payment Methods]
end
subgraph OPS[Operations]
O1[System Health]
O2[Activity Log]
O3[Critical Errors]
O4[Manage Folders]
end
subgraph CONT[Content]
C1[Knowledge Base]
C2[Blog - Announcements]
C3[Support Requests]
end
ADMIN([Admin - Azure AD]):::sec --> ACC
ACC --> DATA
DATA --> RPT
RPT --> BILL
BILL --> OPS
ACC --> CONT
classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;
class A1,A2,A3 app;
class D1,D2,D3 data;
class R1,R2,R3 svc;
class B1,B2,B3,B4 svc;
class O1,O2,O3,O4 svc;
class C1,C2,C3 ext;
52-page Admin Web App organized by functional domain — from account management through AI-powered report analysis to system health monitoring.
Gmi.AdminWeb.Blazor
The administrative web application provides comprehensive system management capabilities with 52 pages covering every aspect of the Grade My Investments platform:
System dashboard with health monitoring
Admin user management (Azure AD)
Customer account management
Account validation workflows
Symbol list template management
Symbol list administration
Position report management
Payment method oversight
Email & SMS notification management
Report generation & job management
AI report dashboard with financial deep-dive
Billing, usage & financials
Email & SMS queue monitoring
System health & activity logging
Critical errors monitoring & resolution
Folder & file management
Manage Knowledge Base articles
Manage Blog posts
Manage Announcements
Manage Changelog entries
Manage Maintenance Windows
Support Requests management
Feature Requests management
Bug Reports management
Platform Feedback management
Admin Application Screenshots
Screenshots showcasing the key administrative pages and functionality of the Grade My Investments Admin Web Application:
System Dashboard
Administrative Dashboard Overview
The modernized admin dashboard provides a complete system overview:
System Health Banner: Real-time health status with color-coded indicators and warning details from the health monitor
Key Metrics: Eight metric cards showing total reports, active accounts, pending validations, admin users, position reports, system/customer templates, and payment methods
Quick Actions: Organized by category (Users & Accounts, Reports & Data, Symbol Lists & Templates, Billing & Notifications, System & Monitoring) with buttons for every major admin function
Contextual Help: Page help button provides in-app guidance explaining dashboard sections and metrics
Admin User Management
Azure AD Admin User Management
Manage admin users with Azure Active Directory integration:
User Directory: View all admin users with their Azure AD object IDs and email addresses
Role Assignment: Assign admin roles (Admin, Support) for system access control
Status Management: Activate or deactivate admin user accounts
Add New Admins: Register new admin users by Azure AD email and assign roles
Account Management
Customer Account Management
Comprehensive management of all customer accounts:
Account Listing: Searchable and filterable list of all customer accounts with status indicators
Account Details: View and edit account profiles, contact information, and preferences
Status Management: Activate, suspend, or manage account lifecycle
Usage Overview: Per-account report counts, storage usage, and billing information
Account Validations
Account Validation Workflow
Review and approve new account registrations:
Pending Queue: Accounts awaiting admin review and approval
Validation Actions: Approve or reject account registrations
Email Verification: Track email validation status for each account
Comprehensive management of pre-built symbol list templates:
Template Table: Detailed table showing Name, Type (Strategy/Index/Sector/International), Category, FMP Source symbol, symbol count, usage stats, status, and creator
ETF-Sourced Templates: Templates populated from ETF holdings via FMP API -- Dividend Aristocrats, Dow Jones 30, S&P 500, NASDAQ 100, sector and international ETFs
Sync & Import: Seed and sync templates from FMP ETF data, import from FMP Fund, or create approved templates manually
Status Management: Color-coded status badges and active/inactive toggle for each template
Add/Edit Template: Dedicated editor page with symbol entry (one per line or comma-separated), FMP symbol validation, category/tag classification, and description fields
Manage Symbol Lists
Cross-Account Symbol List Administration
View and manage symbol lists across all customer accounts:
Global Overview: Browse all symbol lists across every account
Symbol Details: View individual symbols within each list
Account Context: See which account owns each symbol list
List Management: Administrative control over symbol list data
Add/Edit Symbol List: Dedicated editor page to create or edit symbol lists on behalf of any user account with FMP symbol validation
Position Reports
Position Report Administration
Manage portfolio position reports across all accounts:
Portfolio Overview: View position reports and their holdings across accounts
Position Details: Individual stock positions with symbol, shares, and cost basis
Account Association: Track which accounts have position reports configured
Data Integrity: Validate position data for projected analysis reports
View Position Report: Dedicated detail page to view, add, edit, and delete individual positions within a report with FMP symbol validation
Manage Payment Methods
Payment Method Administration
Oversee payment methods across all customer accounts:
Card Overview: View all payment methods with masked card details
Stripe Integration: Tokenized card storage via Stripe for PCI compliance
Default Management: View and manage default payment method assignments
Billing Support: Assist customers with payment method issues
Manage Email Notification Addresses
Email Notification Address Management
Manage email notification addresses for all accounts:
Address Management: View and manage email addresses configured for notifications across accounts
Verification Status: Track email address verification and validation status
Notification Routing: Ensure report completion and system notifications reach the right recipients
Manage SMS Notification Numbers
SMS Notification Number Management
Manage SMS phone numbers for all accounts:
Phone Numbers: View and manage SMS notification numbers across accounts
Twilio Integration: SMS delivery via Twilio with verification support
Notification Routing: Configure which numbers receive job completion alerts
Generate Report
Administrative Report Generation
Generate reports on behalf of any customer account:
Account Selection: Generate reports for any customer account
Symbol Lists: Select from the account's symbol lists for analysis
Report Configuration: Choose output format and folder destination
Job Submission: Submit report generation jobs to the processing queue
Manage Report Generations
Report Generation Job Management
Monitor and manage report generation jobs per account:
Account Context: Per-account view with account search and selection, showing account details and status
Recent Report Jobs: Table of recent jobs with color-coded status badges and creation timestamps
Account Summary: Sidebar showing symbol lists, email notifications, SMS numbers, folders, and total report count for the selected account
Quick Actions: Generate report and change account buttons for fast administrative actions
View Report Generations
Report Generation Details View
Advanced filtering and detailed view of report generation jobs:
Advanced Filtering: Filter by job status, date range (From/To), and page size with quick filter buttons (Last Day, Last Week, Last Month)
Account Context: View report generations for a specific account with account info banner
Job Details Table: Job ID, started date, completed date, and duration for each generation job
Action Buttons: Quick access to view job output and download report files
AI Report Dashboard
AI-Powered Report Dashboard with Financial Deep-Dive
Multi-level interactive dashboard for exploring completed report data with AI and ML insights:
Portfolio Overview (Level 1): KPI cards showing symbols analyzed, total market cap, average P/E ratio, and analyst buy rating percentage across the entire report
ML Forecast KPIs: Average ML health score, total anomalies detected, and ML buy/strong-buy signal count with gradient-styled cards
Symbol Detail (Level 2): Company profile with current price, market cap, P/E ratio, dividend yield, and drill-down cards for each financial data category
Financial Deep-Dive (Level 3): Tabbed financial statement explorer with Income Statement, Balance Sheet, Cash Flow, Key Metrics, Analyst Data (recommendations and price targets), and ML Forecasts
ML Forecasts Tab: Health score with letter grade, ML signal recommendation, anomaly count, 4-quarter forecasts for revenue/debt/cash flow/equity with confidence intervals, and sentiment forecast with risk levels
Price History: Recent price table with open, high, low, close, and volume data
Breadcrumb Navigation: Multi-level breadcrumb for navigating between dashboard, symbol detail, and financial deep-dive levels
Manage Folders
Folder Management
Full folder and file management for customer accounts:
Folder Tree: Expandable hierarchical folder tree showing report job folders with color-coded files (Excel, HTML, JSON, analysis reports)
Selection Details: Side panel showing details and statistics for the selected folder or file
File Toolbar: Action buttons for copy, create, rename, move, delete, download, analyze, and more
Downloads & Analysis: Dedicated sections for managing ZIP downloads and viewing Claude AI analysis jobs with status tracking
Billing & Usage
Billing & Usage Administration
Comprehensive billing and usage management:
Charge Management: View and manage charges, credits, and billing across accounts
Usage Analytics: Detailed usage statistics and trends per account
Invoice Management: Generate, view, and manage monthly invoices
Payment Processing: Track payments and reconcile billing issues
Grade My Investments Financials
Platform Financial Overview
Comprehensive financial dashboard with charts, metrics, and trend analysis:
Key Financial Metrics: Total charges, uninvoiced charges, total payments, unpaid invoices, and active accounts displayed in color-coded summary cards
Revenue Charts: Monthly revenue and payments line chart, quarterly revenue bar chart, monthly storage usage trend, and monthly invoice chart
Report Volumes: Monthly report generation counts and net revenue (revenue minus payments) visualized over time
Finance Details: Recent billing runs table, monthly progress breakdown with reports/charges/invoices per month, and overall task overview
Admin Notification Emails
Admin Notification Email Configuration
Configure which admin email addresses receive system notifications:
Email Addresses: Manage the list of admin emails that receive system alerts
Notification Types: System errors, account registrations, billing events
Critical Alerts: Ensure admin team is notified of important system events
Email Queue
Email Queue Monitoring
Monitor the outbound email processing queue:
Queue Status: View pending, sent, and failed emails in the queue
Delivery Tracking: Track SendGrid delivery status for each email
Error Handling: Identify and retry failed email deliveries
Queue Health: Monitor queue depth for processing bottlenecks
SMS Queue
SMS Queue Monitoring
Monitor the outbound SMS processing queue:
Queue Status: View pending, sent, and failed SMS messages
Twilio Delivery: Track SMS delivery status via Twilio
Error Handling: Identify and retry failed SMS deliveries
Queue Health: Monitor SMS queue depth and processing rates
System Health
Real-Time System Health Monitoring
Comprehensive system health dashboard with auto-refresh every 3 seconds:
Server Metrics: Disk usage, memory usage, CPU load, and database connectivity displayed as circular gauges with color-coded thresholds and response times
System Info: Uptime, kernel version, and available memory at a glance
Background Services: Color-coded status badges for all systemd services (report engine, email sender, health monitor, billing engine, schedules engine, etc.)
Queue Depths: Pending report jobs, Claude analysis jobs, unsent emails/SMS, and stale job detection with alert thresholds
External API Connectivity: Real-time status for FMP, Anthropic Claude AI, SendGrid, and Azure Blob Storage with response time measurements
Database & Log Stats: Table row counts for jobs, files, and events plus total log file size
Health Check History: Scrollable history table showing disk, memory, CPU, DB response, and machine for each check interval
Activity Log
Activity Log Dashboard
Full analytics dashboard for platform activity tracking:
Activity Summary: Total activity counts for today, this week, and this month displayed in summary cards
Top Analytics: Top 10 pages visited, top 10 links clicked, and top 10 operations performed with visual indicators
Activity by App Source: Breakdown of activity between Admin Web and Client Web applications
Activity Over Time: Chart showing activity volume trends over the last 30 days with count visualization
Top Accounts: Ranked accounts by activity volume with bar chart display
Query Activity Log: Advanced filtering by account ID, activity type, app source, date range, and keyword search
Activity Log Table: Paginated table with ID, Account ID, Type, Name, Email, Details, Timestamp, and App Source columns
Critical Errors Dashboard
Critical Error Monitoring & Resolution
Dedicated dashboard for monitoring and resolving critical system errors across all backend services:
KPI Cards: Unresolved error count (color-coded red/green), errors today, errors this week, and errors this month with visual indicators
Errors by Service: Breakdown of error counts by originating backend service with clickable filter links
Errors by Type: Breakdown of error counts by error classification with clickable filter links
Advanced Query Filters: Filter by service name, error type, status (all/resolved/unresolved), date range, page size, and free-text search across error messages and context
Error Resolution: Resolve individual errors with notes, track resolution status across the team
Syncfusion Grid: Paginated, sortable error log table with full error details
