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Automatic Purchases (Dashboard)

Access Prerequisites

  • Permission (module): viewGeneralJournal
  • License/Feature: None.
  • Menu container: GENERAL → group Dashboard

What it is / when to use

Analytical panel (read-only) of the purchase orders processed by the BackOffice — Token and NFT purchases settled via balance (Fiat or Crypto). Unlike the Manual Payments panel (which looks at PIX/TED deposits), the focus here is the purchase order itself. Use it to track purchase volume and the breakdown between settlement method (Fiat × Crypto) and asset type (Token × NFT).

Prerequisites

  • Permission: viewGeneralJournal registered for the role (double permission — CPM enum + module in DB).
  • License/Feature: None.
  • Dependencies on other screens: Reflects the purchase order history (OrderService.getAllBOOrders).

Step by step

  1. Go to Dashboard → Automatic Purchases.
  2. Wait for the orders to load.
  3. Analyze the cards and charts.

Filters and columns

View-only screen — no editable fields. Indicators:

Indicator / ChartWhat it showsData source
Number of paymentsTotal orders in the perioddepositsList.length
Number of Token / NFT purchasesOrders with unit_purchased (Token) vs assetId (NFT)classification by order field
Total in Tokens / NFTsSum of totalAmount by typeaggregation in BigNumber
Total paymentsSum of all totalAmountaggregation
Payment type (pie)Fiat × Cryptoclassification by paymentMethod: TOKEN, CLEAR_LEDGER, COIN_PAYMENTS count as Crypto; the rest as Fiat
Tokens vs NFT (pie)Token × NFT proportiontotals by type
History (bar)Total by monthgrouping by month of createdAt

Business rules / considerations

Attention

  • Fiat × Crypto classification is by payment method: orders settled with TOKEN, CLEAR_LEDGER or COIN_PAYMENTS are counted as Crypto; any other method is counted as Fiat. If a new settlement method is added, it defaults to "Fiat" until the classification is updated.
  • Error ≠ zero: an error page indicates the order service is unavailable.
  • Financial values: totals sum totalAmount from orders using BigNumber before plotting. Use as an analytical indicator.