Virtual Groups for NATP

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Current revision as of 20:21, 1 February 2011

[edit] General info

parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1908

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Virtual Groups

[edit] Virtual Group Classifiers

Definitions:
- Virtual Group is a subset of all records. Every CT that belongs to that group should satisfy given criteria.
- Let's call criteria above Virtual Group Classifiers. These are basically filters that define what is in the group and what is out.

[edit] Complete List of Virtual Group Classifiers

See Reports_Filters#Virtual_Group_Filters

[edit] General Wizard

Developer's Note: please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).

General Wizard will be used to define a Virtual Group - to dfine list of CTs that will constitute particular group.
- This preliminary step is required for any action related to Virtual Groups.

[edit] General Wizard Steps

[edit] General Wizard. Step 1.

[edit] Option 1. Define by Classifiers

List of filters above is from #Virtual Group Classifiers

[edit] Filters Are Activated by Checkbox

Checkbox in front of the filter indicates if this filter is active or not (must be added as a report condition or not)
By default all filters are not selected (not active)
By selecting filter this filter is added to report conditions
By un-selecting filter this filter is removed from report conditions
Note: Similar functionality is implemented in In Transit Report

[edit] Option 2. Define by CT list

This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on List CTs.

[edit] General Wizard. Step 2.

See #Columns for Group List for list of columns on Figure above

[edit] Columns for Group List

CT#CT Num
CT#Shipper, Company only
CT#Shipper, City
CT#Shipper, State
CT#Consignee, Company only
CT#Consignee, City
CT#Consignee, State
CT#Pick up Trucker
CT#Actual Pick up Date // if empty then show CT#Estimated Pick up Date // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
CT#Delivery Trucker
CT#Actual Delivery Date // if empty then show CT#Estimated Delivery Date // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)

[edit] Misc

Paging - optional
Sorting - by CT#
columns sortable? for now - no

[edit] General Wizard Step 3

If user clicks on some radio button then system will produce template with relevant user interface - see #Actions

[edit] Multiple E0 case

If CTs produced at #General Wizard. Step 2. do not share same E0 company then system will disable Billing and Documentation choices and print this message:

Warning: "Billing" and "Generate Documents" choices are disabled 
Reason: Virtual Group contain multiple E0 Client values

[edit] Actions

[edit] NATP Actions through Virtual Group Wizard

Depending on the choice of Action user will be directed to specific UI. See list below:

Schedule_Report_for_Virtual_Group
Generate Report for Virtual Group

[edit] NATP Actions outside of Virtual Group Wizard

Added --Alex 19:38, 10 April 2010 (UTC)

[edit] Updates Log for Virtual Group

Each action that performed on CT from Virtual Group should be reflected in CT2_System_Log#Requirements

[edit] Update Log

[edit] History

@@ Line 17: / Line 17: @@
 === Complete List of Virtual Group Classifiers ===
-* Client Company // map to: [[CT#E0_Client]]
+See [[Reports_Filters#Virtual_Group_Filters]]
-** '''Technical Note:It is assumed that for this project *Arden* client will always be selected but it seems that there is no point in hardcoding this.''
-* Choice of 3 Trucking MOTs // map to: only 3 trucking submodes from [[CT#MOT]] list
-* Flags:
-** [[CT#On Customer Hold]]
-** [[CT#Pending Approval Mode]]
-* Shipper location // [[CT#Shipper]]
-* Consignee location // [[CT#Consignee]]
-* Trucker Name (carrier) // [[CT##Export Pick Up Trucker]]
-* Pick up date estimated // [[CT#Estimated Export Pick Up Date]]
-* Pick up date actual // [[CT#Actual Export Pick Up Date]]
-* Delivery date estimated // [[CT#Estimated Delivery Date]]
-* Delivery date actual // [[CT#Actual Delivery Date]]
-* Not yet billed Records // calculate this real time
-** see [[#Billed Record]]
-== Virtual Groups Wizard ==
+== General Wizard ==
-We are proposing to use Wizard Interface for all use cases related to [[NATP]].
-=== General Wizard Functionality ===
 * ''Developer's Note:'' please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).
-* '''General Wizard''' will be used to form a Virtual Group.
+* '''General Wizard''' will be used to define a Virtual Group - to dfine list of CTs that will constitute particular group.
 ** This preliminary step is required for any action related to Virtual Groups.
-=== Wizard Steps ===
+=== General Wizard Steps ===
+==== General Wizard. Step 1. ====
+===== Option 1. Define by Classifiers =====
+[[File:Define virtual by filters.JPG]]
+List of filters above is from [[#Virtual Group Classifiers]]
+===== Filters Are Activated by Checkbox =====
+* Checkbox in front of the filter indicates if this filter is '''active''' or not (must be added as a '''report condition''' or not)
+* By default all filters are not selected (not active)
+* By selecting filter this filter is added to report conditions
+* By un-selecting filter this filter is removed from report conditions
+* Note: Similar functionality is implemented in [[In Transit Report]]
+===== Option 2. Define by CT list =====
+This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on [[List CTs]].
-==== Virtual Groups Wizard. Step 1. ====
 [[File:Virtual trucking groups wizard step 1.JPG]]
-==== Virtual Groups Wizard. Step 2. ====
+==== General Wizard. Step 2. ====
 [[File:Virtual trucking groups wizard step 2.JPG]]
-====Virtual Groups Wizard. Step 3. ====
+See [[#Columns for Group List]] for list of columns on Figure above
+===== Columns for Group List =====
+* [[CT#CT Num]]
+* [[CT#Shipper]], Company only
+* [[CT#Shipper]], City
+* [[CT#Shipper]], State
+* [[CT#Consignee]], Company only
+* [[CT#Consignee]], City
+* [[CT#Consignee]], State
+* [[CT#Pick up Trucker]]
+* [[CT#Actual Pick up Date]] // if empty then show [[CT#Estimated Pick up Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
+* [[CT#Delivery Trucker]]
+* [[CT#Actual Delivery Date]] // if empty then show [[CT#Estimated Delivery Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
+===== Misc =====
+* Paging - optional
+* Sorting - by CT#
+* columns sortable? for now - no
+==== General Wizard Step 3 ====
 [[File:Virtual trucking groups wizard step 3.JPG]]
-== Misc ==
+* If user clicks on some radio button then system will produce template with relevant user interface - see [[#Actions]]
+===== Multiple E0 case =====
+If CTs produced at [[#General Wizard. Step 2.]] do not share same E0 company then system will disable Billing and Documentation choices and print this message:
+ Warning: "Billing" and "Generate Documents" choices are disabled
+ Reason: Virtual Group contain multiple E0 Client values
+== Actions ==
+=== NATP Actions through Virtual Group Wizard ===
+Depending on the choice of Action user will be directed to specific UI. See list below:
+* [[File Upload for Virtual Group]]
+* [[Update Fields for Virtual Group]]
+* [[Documents_for_Virtual_Group]]
+* [[Billing for Virtual Group]]
+* [[Comment for Virtual Group]]
+<strike>
+* [[Schedule_Report_for_Virtual_Group]]
+* [[Generate Report for Virtual Group]]
+</strike>
+=== NATP Actions outside of Virtual Group Wizard ===
+Added --[[User:Alex|Alex]] 19:38, 10 April 2010 (UTC)
+* [[Schedule_Report_for_Virtual_Group]]
+* [[Generate Report for Virtual Group]]
+== Updates Log for Virtual Group ==
+Each action that performed on CT from Virtual Group should be reflected in [[CT2_System_Log#Requirements]]
+=== Update Log ===
+[[File:Virtual Group Updates Log.JPG]]
+== History ==
+=== Change design for Reports related features ===
+* spec updated? Yes
+* Remove below features from [[#General Wizard Step 3]]
+** [[Schedule_Report_for_Virtual_Group]]
+** [[Generate Report for Virtual Group]]
+=== m1908 ===
+* http://mantis.jaguarfreight.com/mantis/view.php?id=1908
+=== Multiple E0 case added ===
-===Billed Record ===
+* see [[#Multiple_E0_case]]
-Definition: (If at least one sales invoice exists the record is '''Billed''')