International Portal Solution

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=== Redesign user lists and user profiles ===
=== Redesign user lists and user profiles ===
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Mantis: 0003193: [* IPortal] (ph2) Redesign user lists and user profiles
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Core requirements:
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* merge Jaguar and non-Jaguar user profiles. In this case "jaguar user" will simply become one of the roles
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* make user management more convenient:
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** many filters to select multiple users
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** ability to apply actions to multiple users such as updating field
== History ==
== History ==

Revision as of 19:42, 24 October 2011


Contents

Info

  • Related mantis#:
    • 0002629: [Intl Portal] ... <proj>
    • 0002892: [Intl Portal] Implement phase 1

Implementation plan

Tasks:

  • 1/Merge Client and Internal application (gradually) - 3139, ...
  • 2/Shipment visibility re-design:
    • specific filter combination to define visibility, not E0 field
    • apply visibility to all roles including Jag users
  • Features visibility re-design (access rights for each role)
  • 3/ser profiles/user lists:
    • Introduce Jag user profile (note: this is also under DR/KPI proj)
    • Create common user profile (all roles) (note: this is also under DR/KPI proj)
  • 4/Add config to comply with SaaS requirement (link to user/company visibility, link to proper EDI)
    • move all EDI/Integration options to separate menu (Descartes TMS, Descartes Air status, Trendset, future Rates provider, etc)
  • 5/Improve users management panel (filters, apply action to many users at the same time)
  • 6/Flex Reports:
    • next version of List CTs
    • next ver of other reps
  • 7/Add roles of Intern Shipper, Agent, Trucker
  • 8/Add flexible Planning/Approval framework

Related mantis:

  • 3139 (Homepage/Layout) Implement v2.0 // spr#8d
  • 2553: [*IPortal] (Visibility groups) Implement new version // SA phase


Phase 1

May-Jul Sprint

  1. Admin panel for Shipper Role.
    • Added Mode Of Transport list to Shipper profile in Admin Panel.
    • Added prototype of Shipment Field access rights Admin Panel
  2. Started implementation of flexible Shipment Editor. Shipment Editor should looks similar to Internal Application Shiment Editor
    • Implemented base set of field editors (Gen Tab)
    • Started Dims Table editor on Cont Tab of editor
  3. Shipment List for Shipper/Planner role
    • Created Mode of Transport column
    • Sorting and Filter by Mode of Transport feature
    • Creation, Cloning, Editing shipments of any Transport Mode allowed to Shipper

NOTE: currently all these features were implemented as prototype.

Jul-Aug Sprint (Plan)

  1. Shipment Editor
    • complete all MOT specific fields editors for Air and Ocean Transport Modes on Imp and Exp Tabs
    • Implement dynamic switching allowed fields according to current Shipper (Planner) field access rights

Aug-Sept Sprint (Plan)

  1. Planner Role
    • implement Field Access admin panel for Planner role
    • support Approval Process for any type of MOT
    • selecting MOT for shipments


TBD

Solution phase 1

Figures

Figure 1. Admin panel for Shipper Role.

File:AdminPanelForShipperRole.gif

Figure 2. Admin panel. Shipper Role edit window.

File:AdminPanelShipperRoleWindow.gif

Figure 3. Admin panel. Shipment Field access rights window.

File:AdminPanelShipmentFieldAccess.gif

Figure 4. Shipment List for Shipper role.

File:ShipmentListForShipper.gif

Figure 5. Client Shipment Editor. Gen Tab.

File:ClientEditorGenTab.gif

Figure 6. Client Shipment Editor. Cont Tab.

File:ClientEditorContTab.gif

Phase 2

Users access levels and security framework

mantis: 0002971: [Intl Portal] (ph2) User's access permissions (UAP) Core (Core functionality and Admin Console)

  • user authentication
  • hiding/showing certain panels or menu options based on specific user type (client vs jaguar user for example)
  • currently we show restricted options, and show error pop-up. Instead we need to hide them based on user role/type.

User role and user type are closely related.

Jaguar role has these types: Basic Ops, Super Ops, Management, etc.

Phase 3

New Shipment Editor

The task it to create flexible and optimized shipment editor on Client App. This editor should:

  • support all the functionality that exists for shipment editor on Internal App
  • be "optimized": faster, cleaner code
  • support all new and old roles: Agent, International Shipper, Planner, Trucker, Jaguar user
  • support idea of "flexible field access" (each field can be configured to be R/W based on role)

Mantis:

  • 0003085: [Intl Portal] (ph3) Shipment Editor. Cont Tab. Dimension table.
  • 0003086: [Intl Portal] (ph3) Shipment Editor. Imp/Exp tabs. MOT: Air
  • 0003087: [Intl Portal] (ph3) Shipment Editor. Imp/Exp tabs. MOT: Ocean

Redesign user lists and user profiles

Mantis: 0003193: [* IPortal] (ph2) Redesign user lists and user profiles

Core requirements:

  • merge Jaguar and non-Jaguar user profiles. In this case "jaguar user" will simply become one of the roles
  • make user management more convenient:
    • many filters to select multiple users
    • ability to apply actions to multiple users such as updating field

History

0002971: [Intl Portal] (ph2) User's access permissions (UAP) Core (Core functionality and Admin Console)

0003193: [* IPortal] (ph3) Redesign user lists and user profiles

0003085: [Intl Portal] (ph3) Shipment Editor. Cont Tab. Dimension table.

0003086: [Intl Portal] (ph3) Shipment Editor. Imp/Exp tabs. MOT: Air

0003087: [Intl Portal] (ph3) Shipment Editor. Imp/Exp tabs. MOT: Ocean

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