Workflow Guide

This page covers how to turn Historical Summary on for a lab, what the system does behind the scenes once enabled, and what the lab user will see in the product.

How to Enable

Historical Summary is enabled per-lab through the Support Dashboard.

Steps

1. Navigate to the Support Dashboard for the target lab.
2. Go to Workflow Configurations → Enable Workflows/Features.
3. Under the Features section, toggle "Historical View in Operations Dashboard" to ON.
4. Save the configuration.

What Happens Under the Hood

When the toggle is saved, the following sequence runs in support_dashboard_settings_view.py:

1. Feature flag write — labFeatures.enable_operation_summary is set to True for the lab.
2. Migration scheduling — Any existing crelio_data_migrations record for this lab (type HISTORICAL_SUMMARY) is deleted.
3. New migration record — A new CrelioDataMigrations row is inserted with is_scheduled=True and migration_type='HISTORICAL_SUMMARY'.

# Simplified from support_dashboard_settings_view.py
if "enable_operation_summary" in diff:
    CrelioDataMigrations.objects.filter(
        lab_id=lab_id, migration_type="HISTORICAL_SUMMARY"
    ).delete()
    value and CrelioDataMigrations.objects.create(
        lab_id=lab_id,
        is_scheduled=True,
        initiated_by_id=account_manager_id,
        migration_type="HISTORICAL_SUMMARY",
    )

This record is what the nightly migration event uses to know which labs need historical data backfill.

What to Expect After Enabling

Timeline

Note: If the toggle is saved before 03:30 UTC, the backfill will run the same day. If saved after, it runs the next day.

Backfill Duration

The backfill processes the lab's entire billing history. Duration depends on data volume:

• Small labs (< 1 year of data): seconds to a few minutes
• Large labs (3+ years, millions of bills): can take 10–30 minutes

The actual execution time is recorded in crelio_data_migrations.time_taken (in seconds).

What the Lab User Sees

Once the backfill completes and the user refreshes the Operations Dashboard:

1. A new "Historical View" tab appears alongside "Summary View" and "Detailed View."
2. Selecting it shows the pivot grid with entity tabs, count tabs, and date columns.
3. A notification banner reads: "All activities related to orders & samples performed today will appear in the Historical View on the next day. All data is calculated based on the {timezone} timezone."

Data Availability Rules

How to Disable

1. Go back to Workflow Configurations → Enable Workflows/Features.
2. Toggle "Historical View in Operations Dashboard" to OFF.
3. Save.

What Happens on Disable

• The enable_operation_summary flag is set to False.
• Any pending crelio_data_migrations record for this lab is deleted (no new migration will be scheduled).
• The "Historical View" tab disappears from the frontend on next page load.
• Existing data in operation_historical_summary is NOT deleted. The summary table retains the lab's data. If the feature is re-enabled later, the migration procedure will delete and recompute (clean-slate rebuild).

Verifying the Enable Status

Check Feature Flag

SELECT enable_operation_summary
FROM labFeatures
WHERE labForId_id = <lab_id>;

Check Migration Status

SELECT lab_id, is_scheduled, job_status, time_taken, start_date, end_date, created_at
FROM crelio_data_migrations
WHERE lab_id = <lab_id>
  AND migration_type = 'HISTORICAL_SUMMARY';

Check Nightly Job Logs

SELECT *
FROM operation_event_log
ORDER BY created_at DESC
LIMIT 10;

This shows the last few STARTED / COMPLETED entries for the nightly aggregation job.