General Modules Settings



General Modules: Admin & System Maintenance
 

General Modules is an internal administrative toolkit designed for high-level system maintenance and data management. Restricted to specific admin user IDs, this module provides a suite of backend utilities for regenerating organization configuration files, processing bulk PDF and Excel exports for user plans, and performing deep-clean deletions of customer records. It acts as a centralized "command center" for developers and system managers to force global updates, troubleshoot document generation, and inspect sensitive payment data through a secure, multi-column interface.



 

How to Load the General Modules
 

To access the General Modules admin toolkit, follow these three simple steps:
 

  1. Open Settings: Click on your Profile Icon in the top-right corner and select the Settings (gear) icon.

  2. Navigate to Special Modules: In the left-hand sidebar, locate and click on the Special Modules dropdown menu.

  3. Launch General Modules: Click on General Modules from the list. The maintenance modal will open at Step 1/1, displaying your administrative tools.





 

General Modules: Key Administrative Tools
 

These features within the General Modules are high-level administrative functions used to maintain system accuracy and ensure all data remains synchronized across the platform.

1. Generate File For Single User
 

  • What it is: A targeted synchronization tool for a specific account.

  • How it works: Enter a unique User ID and click Submit to regenerate all configuration and organization-specific files for that single user scope.

  • Use Case: Use this when a specific user reports an issue with their settings or if their account data isn't loading correctly.
     

2. Generate File For All Users
 

  • What it is: A global system-wide update tool.

  • How it works: Clicking this button triggers a backend process that loops through every user in the database and regenerates their configuration files.

  • Use Case: Typically used after a major platform update or code change to ensure all users are running the latest version of their generated system files.

3. Generate Document PDF
 

  • What it is: A specific recovery tool for document files.

  • How it works: Enter a Document ID to manually re-trigger the PDF creation process. It pulls the data from the database and rebuilds the physical PDF file.

  • Use Case: Useful if a customer reports a "missing" PDF or if a previous document was generated with incorrect formatting and needs to be refreshed.



 

4. Refresh User
 

  • What it is: A remote "page reloader" for the frontend.

  • How it works: Enter a specific Owner User ID or type "all" to send a socket signal that forces the web browser to refresh for those users instantly.

  • Use Case: Use this after making a critical update to ensure users see the changes immediately without needing to manually refresh their own browsers.
     

5. Delete All Documents for Single Customer
 

  • What it is: A deep-clean data removal tool.

  • How it works: Enter a Customer ID and click Submit to permanently wipe all linked records, including documents, payments, and product history for that specific client.

  • Use Case: Essential for privacy requests (GDPR) or clearing out accidental duplicate entries and testing data to keep the database clean.

6. Generate Supplier PDF
 

  • What it is: A dedicated document generator for vendors.

  • How it works: Input the specific supplier details or IDs to trigger the creation of a formatted PDF document tailored for supply-chain records.

  • Use Case: Used when a supplier needs a formal record of transactions or account details that isn't covered by standard customer invoices.



 

7. Download User Plan Zip
 

  • What it is: A bulk document downloader for paid invoices.

  • How it works: Enter the User ID and a specific Date Range (From/To). The system gathers all matching invoice PDFs and packages them into a single .zip file for instant download.

  • Use Case: Perfect for users who need all their payment receipts for annual tax filing or accounting audits.
     

8. Download User Plan Excel
 

  • What it is: A structured data reporting tool.

  • How it works: Similar to the Zip tool, enter the User ID and Date Range. Instead of PDFs, the system generates an .xls spreadsheet containing detailed payment methods and transaction records.

  • Use Case: Used for high-level financial analysis or importing transaction history into third-party accounting software like QuickBooks or Excel.

9. Get Card Details
 

  • What it is: A sensitive data inspection tool for internal debugging.

  • How it works: Input a User ID to decrypt and display the stored card information (such as card type or last four digits) associated with that account.

  • Use Case: Strictly for internal support when a user reports a payment failure or needs to verify which card is currently active on their subscription.

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