⌕ Search customers, IBs, accounts...

◔

Tiến Văn

OWNER

IB OPERATING SYSTEM

Good morning, Tiến Văn

Everything important across customers, IBs, brokers and daily actions.

• DEMO DATA

Know who needs attention.

VNFUNDED HUB brings your broker data into one operating view.

Data Health

MVP

No live source connected

Last syncNot available

Next syncNot scheduled

Customers

—

BackendVisible within your scope

IB / Sales

—

ScopeDerived from customer ownership

Trading Accounts

—

BackendReal once CSV imported

Commission

—

BackendReal once CSV imported

Today's attention

Actions that may need you now

View all →

Network performance

Commission · current MVP

NOT IMPLEMENTED

Mar

Apr

May

Jun

Jul

Aug

CRM

Customers

Visible customers are scoped by tenant and ownership rules.

MVP currently persists customers in SQLite. Ownership is applied through the audited hierarchy and role scope.

Customer directory

REAL MVP DATA

Customer	Email	Owner	Team	Status	Action

WORKSPACE

Leads

Pipeline theo trạng thái, ownership áp dụng giống customers.

New lead

REAL MVP DATA

NEW—

CONTACTED—

QUALIFIED—

CONVERTED—

Lead directory

Lead	Email	Source	Status	Action

WORKSPACE

Tasks

Hành động cần làm, gán cho chính bạn hoặc theo dõi công việc bạn tạo.

New task

REAL MVP DATA

Task list

OPERATIONS

Data Sources

Broker/source connectors feeding the operating view.

Live Connector: not implemented. Không có adapter kết nối broker thật. Cách nhập dữ liệu thật hiện tại là CSV import (thật, không phải mock) — thả file export từ sàn vào là Trading/Commission/Dashboard tự có số liệu.

Connector status

PENDING

Broker / CRM AdapterNo live adapter

CSV ImportWorking

Internal SQLiteConnected

Pipeline

Raw dataReady

NormalizeReady

Identity / DedupReady (match by email)

OwnershipReady

ReconcileNeeds live source for auto-sync

Import history

Mỗi lần import CSV được ghi lại đầy đủ ở đây — không có gì bị giấu.

Source	Target	Rows	Imported	Skipped	When

OPERATIONS

Trading

Trading-account visibility. Nhập tay 1 dòng hoặc import CSV cả file — cả hai đều thật.

Add one account (nhập tay)

Không cần CSV — điền form là lưu ngay.

REAL

Import trading accounts (CSV, nhiều dòng)

Cột bắt buộc: customer_email, broker, account_number, balance, equity, volume. Tùy chọn: status, last_trade_at.

REAL IMPORT

TRADING ACCOUNTS—

TOTAL VOLUME—

TOTAL BALANCE—

Accounts

Customer	Broker	Account	Balance	Equity	Volume	Status

OPERATIONS

Commission

Commission, deposits and withdrawals. Nhập tay 1 dòng hoặc import CSV cả file.

Add one record (nhập tay)

Không cần CSV — điền form là lưu ngay.

REAL

Import financial records (CSV, nhiều dòng)

Cột bắt buộc: type (COMMISSION/DEPOSIT/WITHDRAWAL), amount. Tùy chọn: customer_email, currency, occurred_at.

REAL IMPORT

COMMISSION (TOTAL)—

COMMISSION (THIS MONTH)—

DEPOSITS—

WITHDRAWALS—

Commission by IB

IB	Accounts	Volume	Commission

ANALYTICS

Reports

Report engine with explicit data-source limitations.

Generate a report to query the real MVP report engine. Metrics without backing tables return 0 with explicit warnings.

Available metrics

ENGINE READY

CustomersBACKED BY DB

IB / SalesNOT_IMPLEMENTED

Trading accountsNOT_IMPLEMENTED

CommissionNOT_IMPLEMENTED

Deposits / WithdrawalsNOT_IMPLEMENTED

Latest report

READY

Customers—

Warnings—

INTELLIGENCE

AI Assistant

Authorized AI context pipeline for VNFUNDED data and knowledge.

NOOP AI PROVIDER

Ask your HUB.

Authorization and context scoping are active. The current MVP intentionally uses NoopAIProvider; no real LLM is connected yet.

AI demo
Hãy đặt câu hỏi. Backend sẽ áp dụng authorization trước khi tạo AI context.

KNOWLEDGE

Knowledge Base

Organization-scoped knowledge with role-based access.

New document

OWNER/ADMIN có thể tạo và publish.

BACKEND CONNECTED

Search knowledge

Search uses the authenticated organization scope.

Nhập từ khoá và bấm Search.

SAAS

Billing

Subscription, plan and durable webhook idempotency.

PLAN—Loading...

SUBSCRIPTION—Backend subscription state

WEBHOOKDurableSQLite event store

Change plan

Chỉ OWNER/ADMIN được đổi gói. Không đổi được khi subscription đã CANCELLED/EXPIRED.

Entitlements

CRMEnabled

Multi-source SyncNo live adapter

ReportsEnabled

AutomationCore available

KnowledgeEnabled

SYSTEM

Notifications

User-scoped notifications from the current MVP.

Notification center

Loading notifications...

SYSTEM

Settings

Organization, security and current MVP environment.

Organization

REAL MVP DATA

OrganizationLoading...

Plan—

Owner—

Members—

Security / platform

AuthenticationImplemented

Tenant isolationTested

OwnershipTested

Billing webhookTested

Rate limiterSingle instance

RedisProduction pending

Đăng nhập VNFUNDED HUB

Good morning, Tiến Văn

Know who needs attention.

Today's attention

Network performance

Customers

Customer directory

Leads

New lead

Lead directory

Tasks

New task

Task list

Data Sources

Connector status

Pipeline

Import history

Trading

Add one account (nhập tay)

Import trading accounts (CSV, nhiều dòng)

Accounts

Commission

Add one record (nhập tay)

Import financial records (CSV, nhiều dòng)

Commission by IB

Reports

Available metrics

Latest report

AI Assistant

Ask your HUB.

Knowledge Base

New document

Search knowledge

Billing

Change plan

Entitlements

Notifications

Notification center

Settings

Organization

Security / platform