Client Main Report

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(Client Main (Wizard) Report SS)
(Client Main (Wizard) Report SS)
Line 128: Line 128:
* '''Output'''
* '''Output'''
-
** Logic for these lists. When client selects "Transport Mode" from General tab to AIR or Ocean, lists of AIR or Ocean hide/show to apply with particular Mode.
+
** Logic for these lists. When client selects "Transport Mode" from General tab to AIR or Ocean, lists of AIR or Ocean hide/show to apply with particular Mode in output dropdown list.
-
** Add more lists (These header lists should be in output dropdown)
+
** These header lists should be in output dropdown
  Field // Mode
  Field // Mode
  CT# // ALL
  CT# // ALL
-
  *** Shipper         MODE -> ALL
+
  Shipper // ALL
-
  *** Consignee MODE -> ALL
+
  Consignee // ALL
-
  *** Mode MODE -> ALL
+
  Mode // ALL
-
  *** PO#         MODE -> ALL
+
  PO# // ALL
-
  *** Item# MODE -> ALL
+
  Item# // ALL
-
  *** Origin Port MODE -> ALL
+
  Origin Port // ALL
-
*** Destination Port MODE -> ALL
+
Destination Port // ALL
-
*** Origin Region MODE -> ALL
+
Origin Region // ALL
-
*** Destination Region MODE -> ALL
+
Destination Region // ALL
-
*** Notification Date MODE -> ALL
+
Notification Date // ALL
-
*** Authorization Date MODE -> ALL
+
Authorization Date // ALL
-
*** ETS                 MODE -> ALL
+
ETS // ALL
-
*** ATS                 MODE -> ALL
+
ATS // ALL
-
*** ETA                 MODE -> ALL
+
ETA // ALL
-
*** ATA                 MODE -> ALL
+
ATA // ALL
-
*** Actual Delivery Date MODE -> ALL
+
Actual Delivery Date // ALL
-
*** Total Pallets         MODE -> ALL
+
Total Pallets // ALL
-
*** Total Loose Packages MODE -> ALL
+
Total Loose Packages // ALL
-
*** Total Weight         MODE -> ALL
+
Total Weight // ALL
-
*** Total Charegeable Weight MODE -> ALL
+
Total Chargeable Weight // ALL
-
*** Description                 MODE -> ALL
+
Description // ALL
-
*** Vessel name                 MODE -> OCEAN
+
Vessel name //OCEAN
-
*** Flight Number         MODE -> AIR
+
Flight Number // AIR
-
*** HAWB#                 MODE -> AIR
+
HAWB# // AIR
-
*** Container# (s)         MODE -> OCEAN
+
Container# (s) // OCEAN
-
*** Airline                 MODE -> AIR
+
Airline // AIR
-
*** Shipping Line         MODE -> OCEAN
+
Shipping Line // OCEAN
==  Use cases ==
==  Use cases ==

Revision as of 20:29, 23 August 2009


Contents

Major Edits

  • --Alex 22:21, 31 July 2009 (UTC) : added Business Requirements section
  • --Alex 22:35, 31 July 2009 (UTC) : added alternative naming for specs (with "it" or "mw")
  • --Alex 22:53, 31 July 2009 (UTC) : added it2)
  • --Alex 23:15, 31 July 2009 (UTC) : updasted mw2)
  • see wiki history for minor edits

Dev

Mantis parent: 0000591:Client.Reports

Business Requirements

  • The goal of this component is to give client user ability to run reports
  • We can give same reports we have for Jag user
  • Of course we need to adapt them:
    • show client user only "his records" (that we allowed him to see)
    • show client user only "his filters" (that we allowed him to see)
    • output format might be different for jag vs non-jag user

Specs

ss1 This component consists of:

  • Client In Transit Report
  • Client Main (Wizard) Report

ss2 see separate sections in this doc for each report

Client In Transit Report SS

it1)(ss1) This is a client version of In Transit Report.

it2) (ss2) All same but:

Feedback from Simon (meeting on 18 Aug 2009) --Tira 12:44PM , 19 Aug 2009 (UTC)

  • Rename "Original Country" to "Origin Country"
  • All the same BUT these filters MUST be client specific auto populated:
    • Client Companies
    • Origin Country
    • Destination Country
    • AIR
      • Origin Airport (also update name from "Original" to "Origin"
      • Destination Airport
    • OCEAN
      • Origin Port/Terminal (also update name from "Original" to "Origin"
      • Destination Port/Terminal

Client Main (Wizard) Report SS

mw1) (ss1) This is a client version of Main Wizard Report

mw2) (ss2) All same but: --Alex 23:24, 31 July 2009 (UTC) See additional specs for changes --Tira 11:33, 19 Aug 2009

  • extra filter: Client visibility rule
  • new remove these filters:
    • Export Ref # contains:
    • Import Ref # contains:
    • Jaguar 3rd Ref # contains:
Client.Report.MainTabs

Additional specs --Tira 11:33, 19 Aug 2009

  • There are 4 filters tabs: General Filters, Transportation Filters, Date Filters, and Output
  • General Filters
    • All the same but these filters drop down list MUST be Client specific: Auto populated (currently showing the whole long list, it should show only the specific list for client):
      • Client Company
      • Shipper
      • Consignee
      • Origin Country (also update name from "Original Country" to "Origin Country"
      • Destination Country
      • Shipping Terms
      • Pickup Locations
      • Delivery Locations
    • Remove Cargo Locations
  • Transport Mode filters in General Tab logic connect to Transportation Filters:
    • IF client select ANY OCEAN and click check box, Transportation Filters tab will show ONLY ocean filters as below:
      • Container#s
      • Shipping Line (also update name from "Steamshipline" to "Shipping Line"
      • Origin Port/Terminal (also update name from "Original Port/Terminal" to "Origin Port/Terminal"
      • Destination Port/Terminal
      • Vessel Name Contains
    • IF client select AIR and click check box, Transportation Filters tab will show ONLY air filters as below:
      • Airlines
      • Origin Airport (also update name from "From Airport" to "Origin Airport"
      • Destination Airport (also update name from "To Airport" to "Destination Airport"


  • Transportation Filters
    • AIR filters will ONLY show when client clicks AIR for Transport Mode in General filter tab
      • These filters drop down list MUST be Client specific: Auto populated(currently showing the whole long list, it should show only the specific list for client):
        • Airlines
        • Origin Airport
        • Destination Airport
    • OCEAN filters will ONLY show when client clicks ANY OCEAN for Transport Mode in General filter tab
      • These filters drop down list MUST be Client specific: Auto populated(currently showing the whole long list, it should show only the specific list for client):
        • Container#s
        • Shipping Line
        • Origin Port/Terminal
        • Destination Port/Terminal
        • Vessel Name Contains
    • Remove these filters:
      • Pickup Truckers
      • Delivery Truckers
      • Co-Loader Ocean
      • Co-Loader Air


  • Date Filters
    • Order of Filters from the top to the bottom"
      • Estimated Pickup Date:
      • Actual Pickup Date:
      • Estimated Departure Date:
      • Actual Departure Date:
      • Estimated Arrival Date:
      • Actual Arrival Date:
      • Estimated Delivery Date:
      • Actual Delivery Date:
    • Date Logics:
      • "Delivery Date" cannot be before "Arrival Date", "Departure Date", and "Pickup Date"
      • "Arrival Date" cannot be before "Departure Date", and "Pickup Date"
      • "Departure Date" cannot be before "Pickup Date"
    • Must have "clr" button for every date field File:ClrDateButton.JPG


  • Output
    • Logic for these lists. When client selects "Transport Mode" from General tab to AIR or Ocean, lists of AIR or Ocean hide/show to apply with particular Mode in output dropdown list.
    • These header lists should be in output dropdown
Field // Mode
CT# // ALL
Shipper // ALL
Consignee // ALL
Mode // ALL
PO# // ALL
Item# // ALL
Origin Port // ALL
Destination Port // ALL
Origin Region // ALL
Destination Region // ALL
Notification Date // ALL
Authorization Date // ALL
ETS // ALL
ATS	// ALL
ETA	// ALL
ATA	// ALL
Actual Delivery Date // ALL
Total Pallets // ALL
Total Loose Packages // ALL
Total Weight // ALL
Total Chargeable Weight // ALL
Description // ALL
Vessel name //OCEAN
Flight Number // AIR
HAWB# // AIR
Container# (s)	// OCEAN
Airline // AIR
Shipping Line // OCEAN

Use cases

QA

Look And Feel

Tweaks

tw1) remove Go back button from the where Is top bar. -- Tira 11:20 AM 28 July 2009 (UTC)

RFC

rfc1) Simon would like to have dynamic filters for Client App by setting filters in Admin Mode for Non-jaguar Users -- Tira 12:33PM 19 Aug 2009 (UTC)

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