Bulk Upload Flow¶

Overview¶

The bulk upload flow is designed to help users efficiently upload and process multiple deliveries at once. The system guides users through a series of well-defined stages, each with clear objectives and feedback mechanisms.

User Journey Map¶

journey
    title Bulk Upload User Journey
    section Upload
        Choose file method: 5: User
        Select/Drop file: 3: User
        Validate format: 3: System
    section Validation
        Review data: 5: User
        Fix errors: 4: User
        Verify addresses: 3: System
    section Route Planning
        View groups: 5: User
        Adjust routes: 4: User
        Optimize: 3: System
    section Confirmation
        Review summary: 5: User
        Confirm changes: 4: User
        Complete upload: 3: System

Detailed Flow Diagram¶

flowchart TB
    Start([Start]) --> Upload[Upload CSV]
    Upload --> Validate{Validate Format}
    Validate -->|Invalid| ShowError[Show Error Message]
    ShowError --> Upload
    Validate -->|Valid| Preview[Show Data Preview]
    Preview --> EditData{Edit Data?}
    EditData -->|Yes| EditRows[Edit Row Data]
    EditRows --> Preview
    EditData -->|No| Process[Process Data]
    Process --> RouteGroups[Show Route Groups]
    RouteGroups --> AdjustGroups{Adjust Groups?}
    AdjustGroups -->|Yes| ModifyGroups[Modify Groups]
    ModifyGroups --> RouteGroups
    AdjustGroups -->|No| Confirm{Confirm Upload?}
    Confirm -->|No| Cancel([Cancel])
    Confirm -->|Yes| Submit[Submit Deliveries]
    Submit --> Success([Success])

    subgraph Upload Process
        Upload
        Validate
        ShowError
    end

    subgraph Data Validation
        Preview
        EditData
        EditRows
        Process
    end

    subgraph Route Management
        RouteGroups
        AdjustGroups
        ModifyGroups
    end

    subgraph Completion
        Confirm
        Submit
        Success
    end

Stage Details¶

1. Upload Stage¶

stateDiagram-v2
    [*] --> Idle
    Idle --> FileSelected: Choose File
    Idle --> DragOver: File Dragged
    DragOver --> Validating: File Dropped
    FileSelected --> Validating: File Selected
    Validating --> Error: Invalid Format
    Validating --> Processing: Valid Format
    Error --> Idle: Reset
    Processing --> Preview: Complete

File Selection¶

Drag-and-Drop Zone
Active area: 400x200px minimum
Visual feedback on hover/drag
Supported file types: CSV
Max file size: 10MB
Manual Selection
Browse button placement: Center
File picker: Native OS
Multiple file support: No

Format Validation¶

Required Columns
Delivery ID (unique)
Customer Name
Delivery Address
Contact Number
Time Window
Package Details
Template Support
Download template button
Sample data row
Column descriptions
Format guidelines

2. Validation Stage¶

sequenceDiagram
    participant U as User
    participant S as System
    participant V as Validator

    U->>S: Upload File
    S->>V: Validate Format
    V-->>S: Format OK
    S->>V: Validate Data
    V-->>S: Show Issues
    S->>U: Display Preview
    U->>S: Edit Data
    S->>V: Revalidate
    V-->>S: All Valid
    S->>U: Enable Proceed

Data Preview¶

Table View
Pagination: 50 rows/page
Column sorting
Quick filters
Search functionality
Row selection
Validation Rules | Field | Validation | Error Message | |-------|------------|---------------| | ID | Unique | Duplicate delivery ID | | Name | Required | Customer name required | | Address | Geocodable | Invalid address format | | Contact | Format check | Invalid phone number | | Time | Range check | Outside operation hours |

Error Management¶

Visual Indicators
Row level: Left border (red)
Cell level: Background (light red)
Field level: Icon with tooltip
Bulk Operations
Select all with errors
Bulk edit similar errors
Copy/paste from Excel
Undo/redo support

3. Route Planning Stage¶

graph TD
    A[Load Deliveries] --> B{Group Algorithm}
    B -->|Distance| C[Distance-based]
    B -->|Time| D[Time-window]
    B -->|Hybrid| E[Mixed Mode]
    C --> F[Show Groups]
    D --> F
    E --> F
    F --> G{Manual Adjust}
    G -->|Yes| H[Drag-Drop]
    G -->|No| I[Finalize]

Route Groups¶

Map View
Zoom levels: 10-18
Marker clustering
Route lines with direction
Group color coding
Interactive markers
Group Management
Drag-drop between groups
Auto-rebalance option
Split/merge groups
Optimize button

Optimization¶

Algorithms
Distance-based grouping
Time-window clustering
Vehicle capacity check
Route efficiency score

4. Confirmation Stage¶

stateDiagram-v2
    [*] --> ReviewSummary
    ReviewSummary --> ConfirmDialog: Proceed
    ReviewSummary --> EditGroups: Back
    ConfirmDialog --> Processing: Confirm
    ConfirmDialog --> ReviewSummary: Cancel
    Processing --> Success: Complete
    Processing --> Error: Failed
    Error --> ReviewSummary: Retry
    Success --> [*]

Final Review¶

Summary View
Total deliveries
Group distribution
Cost estimation
Time projections
Confirmation Dialog
Clear action buttons
Review checklist
Terms acceptance
Cancel option

Error Handling¶

System States¶

stateDiagram-v2
    [*] --> Normal
    Normal --> Warning: Minor Issue
    Normal --> Error: Major Issue
    Warning --> Normal: Resolved
    Error --> Normal: Fixed
    Error --> Fatal: Unrecoverable
    Fatal --> [*]: Restart

Error Types¶

Validation Errors
Field-level validation
Business rule violations
Format inconsistencies
Missing required data
System Errors
Network timeout
Server errors
File corruption
Memory limits

Recovery Mechanisms¶

Auto-save every 30 seconds
Local storage backup
Session recovery
Error retry logic

Success Scenarios¶

Completion States¶

sequenceDiagram
    participant U as User
    participant S as System
    participant D as Database

    U->>S: Confirm Upload
    S->>D: Save Data
    D-->>S: Success
    S->>U: Show Animation
    S->>U: Display Summary
    S->>U: Offer Download
    U->>S: Download Receipt
    S->>U: Complete

Success Actions¶

Visual Feedback
Success animation
Confetti effect
Status update
Summary card
Next Steps
Download receipt
View deliveries
Start tracking
Share results
Follow-up
Email confirmation
Track link
Support contact
Feedback request