Virtual Groups for NATP

From UG

Revision as of 00:50, 16 April 2010

General info

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

Business Requirements

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

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.

Complete List of Virtual Group Classifiers

Client and MOT:

• Client Company // single select // match against CT#E0_Client OR CT#E1_Client OR CT#E2_Client OR CT#E3_Client
• CT#MOT // single select // only choice of Truck Domestic for May 1; add 2 more trucking modes after

Misc:

• CT#On Customer Hold // radio
• CT#Pending Approval Mode // radio
• CT#Consol Warehouse // single select

Billing:

• Show Not Billed CT Records // checkbox
  • see Billed CT Status

Pick Up:

• CT#Pick Up (Company - city - note) // single select
  • populate list with all unique Address_bo#Company_City_Remark fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
• CT#Pick Up (city) // single select
  • populate list with all unique Address#City fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
• CT#Pick Up (state) // single select
  • populate list with all unique Address#State fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation

Developer's Note:
-----------------
To simplify you can instead show a list of all US states

• CT#Pick Up (ZIP) // single select
  • populate list with all unique Address#Zip fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation

• CT#Pick Up Trucker // single select
• CT#PT Number // textbox, exact match

• CT#Estimated Pick Up Date // from datebox to datebox (to select range)
• CT#Actual Pick Up Date // from datebox to datebox (to select range)

Delivery:

• CT#Delivery To (Company - city - note) // single select
  • populate list with all unique Address_bo#Company_City_Remark fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
• CT#Delivery To (city) // single select
  • populate list with all unique Address#City fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
• CT#Delivery To (state) // single select
  • populate list with all unique Address#State fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation

Developer's Note:
-----------------
To simplify you can instead show a list of all US states

• CT#Delivery To (ZIP) // single select
  • populate list with all unique Address#Zip fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation

• CT#Delivery Trucker // single select
• CT#DT Number // textbox, exact match

• CT#Estimated Delivery Date // from datebox to datebox (to select range)
• CT#Actual Delivery Date // from datebox to datebox (to select range)

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.

General Wizard Steps

General Wizard. Step 1.

Option 1. Define by Classifiers

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

General Wizard. Step 2.

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

• If user clicks on "Apply" button then system will produce pop up with relevant user interface - see #Actions

Actions

NATP Actions through Virtual Group Wizard

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

• Update Fields for Virtual Group
• Documents_for_Virtual_Group

• Billing for Virtual Group

• File Upload for Virtual Group

NATP Actions outside of Virtual Group Wizard

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

• Schedule_Report_for_Virtual_Group
• Generate Report for Virtual Group

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