Virtual Groups for NATP

From UG

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:

• File Upload for Virtual Group
• Update Fields for Virtual Group
• Documents_for_Virtual_Group
• Billing for Virtual Group
• Comment for Virtual Group

[edit] 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

[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

[edit] 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

[edit] m1908

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

[edit] Multiple E0 case added

• see #Multiple_E0_case