Archive (Feature)

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Revision as of 17:08, 16 November 2010

Parent Mantis

458

Business Needs and Requirements

Technical Specification

Summary

List of entity types in the system that must have this feature:

Accounting:
- Charge Codes

All Addresses *

Client Companies *
Client Companies Groups *

All users (internal/external) *
User groups *

Geography:
- Airports / Ports / Countries

Transportation:
- ALL items

Carriers:
- ALL items*

Note: (*) - means high priority

User Interface and Functionality

Once the object of CT2 becomes archived then it should be not accessed for new actions. In other words it should become hidden. However in some cases to avoid a loss of information upon displaying of other objects that are linked with "archived", "hiding" is unacceptable. Then "archived" objects stay "visible" but should be marked as "archived" with image of trash can (or other obvious way).

How to flag as archived

How to load objects linked to archived objects

How to list archived and non archived objects

Entities and Attributes

Client Companies

1) Objects to HIDE:

OPS

Create Shipment - Main Client dropdown
Create Shipment - Client dropdown in Template table
Virtual Group - Client Companies dropdown
Shipment Groups - Add Shipment Group window - Client Company dropdown

ADMIN

Client Companies - Client Companies Groups - Add Client Companies Group window - Client Company dropdown
Users and Offices - Jaguar Users - Add Jaguar User window - Dashboard configuration - E0. Client Company dropdown
Users and Offices - Non-Jaguar Users - Add Non-Jaguar User window - E0. Client Company dropdown

(Please note that this for both Client and Shipper roles)

Automated Estimated Delivery Dates - Create New Estimated Transit Time section - Client dropdown

ACC

Currencies and Exchange Rates - Client Company Exchange Rates - Add Client Company Exchange Rate window - Client Company dropdown

REPORTS

Saved/Scheduled - Add Report window - Report For Client Company dropdown
Saved/Scheduled - Add Report window - General Filters Tab (or Virtual Group Tab) - Client Companies filter dropdown

2) Objects to MARK as "archived" (with trash can):

OPS

Show Lists - List Shipments - Client Company filter dropdown

ADMIN

Client Companies - Client Companies table
Client Companies - Client Companies Groups - Edit Client Companies Group window - Client Companies listbox
Create CT Admin - CT1 vs CT2 Client Companies table
Users and Offices - Jaguar Users - Edit Jaguar User window - Dashboard configuration - E0. Client Company listbox
Automated Estimated Delivery Dates - Automated Estimated Delivery Dates table - Client column

ACC

Reports - Profit/Loss for Multiple CTs - Client Companies filter dropdown

REPORTS

Operational - Main - General Filters Tab - Client Companies filter dropdown
Operational - In Transit (and all other excluding TDS) - Virtual Group Filters Tab - Client Companies filter dropdown

3) Saved Objects (HIDE and MARK):

We should show and mark as "archived" previously entered and saved Client Companies and hide all other in dropdowns.

OPS

Shipment Groups - Edit Shipment Group window - Client Company dropdown

ADMIN

Client Companies - Client Companies Groups - Edit Client Companies Group window - Client Company dropdown
Users and Offices - Jaguar Users - Edit Jaguar User window - Dashboard configuration - E0. Client Company dropdown
Users and Offices - Non-Jaguar Users - Edit Non-Jaguar User window - E0. Client Company dropdown

(Please note that this for both Client and Shipper roles)

Automated Estimated Delivery Dates - Create New Estimated Transit Time section - Client dropdown for saved records

ACC

Currencies and Exchange Rates - Client Company Exchange Rates - Edit Client Company Exchange Rate window - Client Company dropdown

REPORTS

Saved/Scheduled - Edit Report window - Report For Client Company dropdown
Saved/Scheduled - Edit Report window - General Filters Tab (or Virtual Group Tab) - Client Companies filter dropdown

LIST CTs (List Shipments)

CT - GenTab - E0. Client Company dropdown
CT - GenTab - E1. Visibility 1 dropdown
CT - GenTab - E2. Visibility 2 dropdown
CT - GenTab - E3. Visibility 3 dropdown

Special Cases and Misc

Look And Feel

Figures

Figure: XXX

History

Implement this feature for Jaguar users, non-Jaguar users, Jaguar User groups

mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1639
spec updated? y

Non Critical Bugs and RFC

DB

@@ Line 36: / Line 36: @@
 === User Interface and Functionality ===
+Once the object of CT2 becomes '''archived''' then it should be not accessed for new actions. In other words it should become '''hidden'''. However in some cases to avoid a loss of information upon displaying of other objects that are linked with "archived", "hiding" is unacceptable. Then "archived" objects stay "visible" but should be '''marked''' as "archived" with image of trash can ''(or other obvious way)''.
 ==== How to flag as archived ====