A dashboard is a user interface for uploading and viewing files, inspecting records, and acting on other useful application information. In an ACH-processing application, it turns API-backed data into an operational workspace rather than leaving users to work from individual endpoints or databases. section 6.0
Start with the questions users need answered. Operations may need an all-files exception view to identify patterns; a file view can support removal and reprocessing; batch and entry views can isolate a company problem or help resolve a specific exception. Choose views with customers and business stakeholders, then implement the most useful and efficient ones first. section 8.7
A company-level dashboard can bring related operational information into one navigable place:
- Company information for storing and displaying details beyond the initial scope. section 10.0
- Recent ACH batches, expected files, and company limits as focused components. section 10.8
- Searchable batch data, expected-file alerts, and limit thresholds for proactive monitoring and risk control. section 10.8
Build the dashboard incrementally. First provide navigation to a company listing and a route to the selected company dashboard. Then connect components to APIs that return validated, well-structured responses. This workflow exposes which fields the interface needs, so API stubs can match eventual production calls before every backend endpoint is complete. section 6.0 section 10.2.4
Company selection to dashboard
A CompaniesOverviewPage loads company records from the configured API URL and passes them to a listing component. The listing displays each company’s logo, name, and industry; selecting a row routes the user to `/companies/{companyId}/dashboard`. A reusable image component validates a Base64 image source before rendering it, helping keep presentation consistent. section 10.2.4
Listing 10.17 The CompanyListing component
interface CompaniesListingProps { #1
companies: CompaniesListingResponse[]; #1
} #1
export default function CompaniesListing({companies}: #2
Readonly<CompaniesListingProps>) { #2
const route = useRouter(); #3
const columns: GridColDef[] = [ #4
{field: 'view', headerName: '', sortable: false,
width: 100, renderCell: (params) => (
<ImageBase64 base64={params.row.logo} #5
alt={params.row.name} #5
width="100%" maxWidth="200px" /> #5
)},
{field: 'name', headerName: 'Name', width: 300 },
{field: 'industry', headerName: 'Industry', width: 150 },
];
const handleRowClick = (params: { id: any; }) => { #6
const companyId = params.id; #7
route.push(`/companies/${companyId}/dashboard`); #7
}; #7
… #7
<DataGrid
rowHeight={100}
columns={columns}
rows={companies}
getRowId={(row) => row.company_id}
onRowClick={handleRowClick} #7
/>
…
This listing shows a compact company table with logo, name, and industry columns, plus row-click routing into the company dashboard. section 10.2.4
A fixed dashboard can later become configurable. Begin with prepackaged components that users drag into main or company views. Greater flexibility lets users choose displayed fields and generate charts; the furthest progression permits custom components through a dashboard or backend API, potentially with integrations that publish operational alerts to collaboration channels. section 12.3.2
