1.2. Project Detail

The project detail page has been fully redesigned into a Role-based Dashboard approach. Depending on the role of the currently logged-in user (Seller or Buyer), a customized screen is automatically displayed, designed so you can grasp the transaction progress at a glance.

💬 Try it with Lyra

• "Tell me this project's document status"
• "Fill in the PL form based on the CI"
• "Export this project's data to Excel"

Detailed feature guide: Lyra Interactive Features Guide

1. Role-based Dashboard

When you enter a project, the dashboard automatically branches based on your role (actorType).

It is normal for your screen to look different from your partner's (counterparty's). The same project is shown from each party's role-appropriate perspective.

2. Page Header

The top of the screen displays the project's basic summary information.

• Project type badge: Import (teal), Export (blue), Intermediary
• Expected period: Expected start date ~ end date (shown only when set)
• Member Chips: Project participating members are shown with initial avatar + name + role.

  actorType	Avatar Color
  seller	Blue
  buyer	Teal
  seller_forwarder	Orange
  buyer_forwarder	Purple

3. Milestone Track

Visualizes the key milestones along the transaction flow as a horizontal timeline.

• Milestones are placed at date-proportional positions.
• Blue progress line: Automatically shown up to today's date position, so you intuitively grasp the current transaction progress.
• Milestones on the same date are combined into a single marker.

Milestone marker states:

4. KPI Cards (4)

Four cards representing the transaction's core metrics are displayed in the center of the page.

Payment Card Details ✨ NEW

The Payment KPI card has been expanded beyond a simple summary into an interactive card that supports milestone CRUD.

• Inside the card, a payment milestone list (installment, amount, method, due date, status) is displayed in a scrollable form.
• + Add button at the top of the card → payment milestone add modal
  • Select amount, currency, and payment method (T/T / L/C / D/P / D/A / Escrow / O/A / CAD)
  • Enter Due Date and description
• Edit/delete milestones with Edit / Delete on each row
• Milestones set to Escrow are automatically synced with the escrow_cases table, so you can see the same details in 3.2. Token Escrow.
• A SUBTOTAL / TAX / SHIPPING summary section has been newly added at the bottom of the list, so you can check the total including tax and freight at a glance.

5. Bottom Three-Column Section

Below the KPI cards, three information sections are displayed side by side.

• Trade Summary — key cargo and shipment information such as Incoterms, ETD, ports of loading/discharge, vessel, and forwarder
• Shipping Documents — the list of registered trade documents and the processing status of each
• Recent Activity — the recent activity history inside the project

Trade Summary

Check key cargo and shipment information at a glance.

Shipping Documents

Check the list of registered trade documents and the processing status of each.

Supported document abbreviations: CI (Commercial Invoice), PL (Packing List), BL (Bill of Lading), COO (Certificate of Origin), COI (Certificate of Insurance), PI (Proforma Invoice), PO (Purchase Order), QT (Quotation), Health Certificate ✨

Documents are automatically reflected in this list when you upload them in the Documents tab, or when you attach a document to a task in the Calendar tab.

Recent Activity

Recent activity within the project is displayed in chronological order.

• Activity time is shown relatively: just now, X hours ago, yesterday, or an exact date
• Both automatic system records and member-written content are included.

6. Project Navigation Menu (ProjectNaviMenu)

Through the navigation menu at the top of the page, you can move to the project's sub-sections.

• Calendar: Manage schedules, Gantt chart, and the task status board → Guide
• Documents / DocuBox: Upload and manage trade documents → Guide
• Freight & Insurance: Cargo transport and insurance information → Guide
• Payment: Payment and escrow status → Guide
• Comments / Parties: Manage mention comments and external share links → Guide

💡 Troubleshooting (FAQ)

What you see on screen

• Q: "My screen looks different from my partner's (counterparty's)."
  • A: This is normal. Because TFlow provides a role-based dashboard, Seller and Buyer view the same project from their own perspectives. You can check the counterparty's information in the "Counterparty" item of the KPI cards.
• Q: "A milestone is blinking red."
  • A: A milestone whose deadline (endDate) has passed but whose status is still todo is shown as Overdue. Update the status of that task in the Calendar tab.
• Q: "Documents are not showing in Shipping Documents."
  • A: Documents are automatically reflected in this list when you upload them in the Documents tab, or when you attach a document to a task in the Calendar tab.

Status changes and inviting members

• Q: "I get an error when trying to change the status to Done."
  • Error code / symptom: CANNOT_CLOSE_PROJECT_MISSING_DOCS
  • A: Check the Documents tab to make sure the required shipping documents are not missing. If you see the message "Cannot close project without confirmed shipping documents," register the documents and try again.
• Q: "Can't I invite an external partner company to the project?"
  • Error code / symptom: USER_NOT_FOUND_IN_FRIENDS
  • A: As a rule, external accounts are shared with read permission via a secure link in the Parties tab. To grant edit permission, you can add them as a project member after first completing My Friends registration.
• Q: "Can I set the status to Done and then roll it back to In Progress?"
  • Error code / symptom: PROJECT_STATUS_ROLLBACK
  • A: Yes, you can. You can roll the status back to a previous stage via the Calendar tab or the navigation menu.