Transactions

Transactions are the core harvest data records, typically created by weighing terminals when pickers submit their harvest. This module provides read-only access to view and filter transaction data.

Overview

A Transaction record contains:

Field	Description
Transaction Date	Date and time of the transaction
Terminal	The terminal device that recorded the transaction
Room	The room where harvesting occurred
Product	The product type being harvested
Flush	The flush/growth cycle
Runner	The runner operating the terminal (if recorded)
Picker	The picker who submitted the harvest
Picked Weight	Weight of the harvest in kilograms
Override	Whether this was a manual override (Y/N)
Supervisor	The supervisor recorded with the transaction

Viewing Transactions

1. Click Transactions in the sidebar menu
2. You’ll see a table with all transactions, sorted by date (newest first)

Table Columns

The default view shows:

• Transaction Date
• Terminal
• Room
• Product
• Flush
• Runner
• Picker
• Picked Weight
• Override

Hidden Columns

Click the columns toggle (grid icon) to show additional columns:

• Supervisor
• Created at
• Updated at
• Deleted at (for soft-deleted records)

Filtering Transactions

The Transactions view has powerful filtering capabilities to help you find specific records.

Available Filters

Filter	Description
Harvest Date	Filter to a specific date
Room	Filter by room (searchable dropdown)
Picker	Filter by picker (searchable dropdown)
Product	Filter by product (searchable dropdown)
Terminal	Filter by terminal (searchable dropdown)
Flush	Filter by flush (searchable dropdown)
Override	Show only overrides (Yes), non-overrides (No), or all
Deleted records	View soft-deleted transactions

Using Filters

1. Click the filter icon above the table
2. Fill in one or more filter fields
3. Click Apply or press Enter
4. The table updates to show matching records

Combining Filters

Filters can be combined. For example, to find all transactions for a specific picker on a specific date:

1. Set Harvest Date to the target date
2. Set Picker to the picker’s name
3. Apply filters

Clearing Filters

Click the reset link in the filter panel to clear all filters.

Viewing Transaction Details

1. Click the eye icon (View) on any transaction row
2. You’ll see the full transaction record with all fields

Viewing Deleted Transactions

Deleted transactions are archived - they are hidden but not permanently removed.

To view deleted transactions:

1. Click the filter icon
2. Find the Deleted records filter
3. Select:
   • All: Show all records including deleted
   • Deleted: Show only deleted records
4. Apply the filter

Deleted transactions show a Deleted at timestamp.

Bulk Actions

Who can do this: Super Admin, Operations Manager

Delete (Archive)

1. Check the boxes next to transactions you want to delete
2. Click the Actions dropdown
3. Select Delete selected
4. Confirm

This archives the records - they are hidden but can be restored later.

Restore Deleted Transactions

1. Use the Deleted records filter to show deleted records
2. Select the transactions to restore
3. Click Actions > Restore selected
4. Confirm

Permanently Delete (Force Delete)

1. Use the Deleted records filter to show deleted records
2. Select the transactions to permanently remove
3. Click Actions > Force delete selected
4. Confirm

Warning: Force delete is permanent and cannot be undone.

Understanding the Data

Transaction Date

The timestamp when the transaction was recorded at the terminal. This is used to match transactions to harvest days.

Override Flag

• Y (Yes): This transaction was manually entered or corrected
• N (No): Normal transaction from the weighing process
• Blank: Override status not recorded

Overrides may indicate corrections, re-weighings, or manual entries.

Picked Weight

The weight recorded for this transaction, in kilograms. This is the primary metric for tracking harvest productivity.

Relationships

Each transaction links to:

• Terminal: Where it was recorded
• Room: Which room the picker was in
• Product: What was harvested
• Flush: The growth cycle
• Picker: Who did the picking
• Operator: Who operated the terminal also known as Runner, Terminal Operator.
• Supervisor: Who supervised (may differ from room assignment)

Performance Considerations

The Transactions table can contain millions of records. For best performance:

• Use date filters to limit results
• Add room or picker filters when possible
• Avoid loading the full unfiltered list

Common Workflows

Finding Transactions for a Specific Day

1. Open Transactions
2. Set Harvest Date filter to the target date
3. Apply filter

Investigating a Picker’s Work

1. Set Picker filter to the picker’s name
2. Optionally set Harvest Date for a specific day
3. Review all their transactions

Finding Override Transactions

1. Set Override filter to Yes
2. Optionally add date or room filters
3. Review transactions that were manually overridden

Auditing Deleted Records

1. Set Deleted records filter to Deleted
2. Review what was deleted and when
3. Restore if needed

Why Can’t I Create/Edit Transactions?

The Transactions module is primarily read-only because:

• Transactions are created automatically by terminals during weighing
• Direct editing could compromise data integrity
• Corrections should go through the Discrepancy correction workflow

If you need to correct transaction data, see Discrepancy Management.

Troubleshooting

Cannot Find Expected Transactions

If transactions are missing or you can’t find what you’re looking for:

Step 1: Check Your Filters

• Make sure the Harvest Date filter is set to the correct date
• Clear other filters (room, picker, etc.) to see if they’re hiding results
• Click Reset to clear all filters and start fresh

Step 2: Check if Deleted

• Use the Deleted records filter and select “All” or “Deleted”
• Deleted transactions can be restored if found

Step 3: Check the Discrepancy Report

• Transactions might exist but be misassigned to the wrong date or room
• Go to Dashboard → Harvest Discrepancy Overview
• Filter by the picker or room you’re looking for
• Misassigned transactions will appear with red badges

Numbers Don’t Match Other Screens

If transaction counts or weights don’t match what you see on other screens (Dashboard, Harvest Days, Room Assignments):

Most Common Cause: Data Mismatches

• Transactions might be assigned to the wrong room or date
• Check the Harvest Discrepancy Overview for issues

Timing Issues Around Midnight

• Transactions recorded just before/after midnight might appear on the wrong day
• Check both dates if working near midnight

Filter Differences

• Different screens might have different filters applied
• Make sure you’re comparing the same date range and filters

How to Investigate:

1. Note the numbers that don’t match
2. Check the Harvest Discrepancy Overview for that date
3. Fix any discrepancies found
4. Numbers should sync up after corrections are applied

Cannot Delete Transactions

Only Super Admins and Operations Managers can delete transactions. Contact your administrator if you need this access.