International Portal Solution

From UG

(Difference between revisions)
Jump to: navigation, search
(→Implementation plan)
 
(38 intermediate revisions not shown)
Line 21: Line 21:
** Create common user profile (all roles) (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 make sure DR/KPIs comply with SaaS requirement (link to user/company visibility, link to proper EDI)
+
* 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)
* 5/Improve users management panel (filters, apply action to many users at the same time)
Line 38: Line 39:
* 2553: [*IPortal] (Visibility groups) Implement new version // SA phase
* 2553: [*IPortal] (Visibility groups) Implement new version // SA phase
-
== Implementation  ==
+
 
=== Phase 1 ===
=== Phase 1 ===
Line 70: Line 71:
TBD
TBD
-
=== Phase 2 ===
+
== Solution phase 1 ==
-
[[TBD]]
+
-
== Figures  ==
+
=== Figures  ===
'''Figure 1. Admin panel for Shipper Role.'''
'''Figure 1. Admin panel for Shipper Role.'''
-
[[File:AdminPanelForShipperRole.gif]]
+
[[File:AdminPanelForShipperRole.gif | 800px]]
'''Figure 2. Admin panel. Shipper Role edit window. '''
'''Figure 2. Admin panel. Shipper Role edit window. '''
-
[[File:AdminPanelShipperRoleWindow.gif]]
+
[[File:AdminPanelShipperRoleWindow.gif | 800px]]
'''Figure 3. Admin panel. Shipment Field access rights window.'''
'''Figure 3. Admin panel. Shipment Field access rights window.'''
-
[[File:AdminPanelShipmentFieldAccess.gif]]
+
[[File:AdminPanelShipmentFieldAccess.gif | 800px]]
'''Figure 4. Shipment List for Shipper role.'''
'''Figure 4. Shipment List for Shipper role.'''
-
[[File:ShipmentListForShipper.gif]]
+
[[File:ShipmentListForShipper.gif | 800px]]
'''Figure 5. Client Shipment Editor. Gen Tab.'''
'''Figure 5. Client Shipment Editor. Gen Tab.'''
-
[[File:ClientEditorGenTab.gif]]
+
[[File:ClientEditorGenTab.gif | 800 px]]
'''Figure 6. Client Shipment Editor. Cont Tab.'''
'''Figure 6. Client Shipment Editor. Cont Tab.'''
-
[[File:ClientEditorContTab.gif]]
+
[[File:ClientEditorContTab.gif | 800px]]
 +
 
 +
== 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 2 Implementation Notes and User Guide ==
 +
 
 +
see [[Security_Framework_/_User_Access#User_Guide]]
 +
 
 +
== 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 ===
 +
 
 +
See [[Users#Feature Set 2]]
 +
 
 +
== SOW 4 ==
 +
'''0003395: [* IPortal] SOW 4'''
 +
 
 +
* 1) "Self serve":
 +
** ability by non-jag user to create CT
 +
** this CT would be available to jag operators immediately (bypassing "planning module")
 +
 
 +
== Future SOWs ==
 +
 
 +
 
 +
* International Shipper / Planner for Arden - idea is the same as 1) but:
 +
** it is continuation of existing Shipper / Planner for Arden for Dom Trucking (MOT Air/Ocean have to be added)
 +
** has specific Arden requirements that will be known later
 +
 
 +
 
 +
 
 +
Leftovers:
 +
 
-
== Implementation Notes ==
+
* Shipment List (merge code for all roles and make avail to jag user on Client)
-
=== Pre Implementation Architect Notes ===
+
* Shipment Editor rewrite (SOW: TBD)
-
''Written by Architect after previous section is completed.''
+
-
=== Implementation Notes ===
+
* Users (leftovers: Apply Actions; active/arc; etc)
-
''To be written by Developer or BA by the time UAT is completed. Briefly defines what was implemented and how.''
+
-
=== Post Implementation Architect Notes ===
+
* System Roles (make bold or other way to stand out in UI)
-
''Written by Architect after previous section is completed.''
+

Current revision as of 23:43, 1 July 2012


Contents

[edit] Info

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

[edit] 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


[edit] Phase 1

[edit] 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.

[edit] 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

[edit] 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

[edit] Solution phase 1

[edit] Figures

Figure 1. Admin panel for Shipper Role.

Figure 2. Admin panel. Shipper Role edit window.

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

Figure 4. Shipment List for Shipper role.

Figure 5. Client Shipment Editor. Gen Tab.

Figure 6. Client Shipment Editor. Cont Tab.

[edit] Phase 2

[edit] 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.

[edit] Phase 2 Implementation Notes and User Guide

see Security_Framework_/_User_Access#User_Guide

[edit] Phase 3

[edit] 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

[edit] Redesign user lists and user profiles

See Users#Feature Set 2

[edit] SOW 4

0003395: [* IPortal] SOW 4

  • 1) "Self serve":
    • ability by non-jag user to create CT
    • this CT would be available to jag operators immediately (bypassing "planning module")

[edit] Future SOWs

  • International Shipper / Planner for Arden - idea is the same as 1) but:
    • it is continuation of existing Shipper / Planner for Arden for Dom Trucking (MOT Air/Ocean have to be added)
    • has specific Arden requirements that will be known later


Leftovers:


  • Shipment List (merge code for all roles and make avail to jag user on Client)
  • Shipment Editor rewrite (SOW: TBD)
  • Users (leftovers: Apply Actions; active/arc; etc)
  • System Roles (make bold or other way to stand out in UI)
Retrieved from "https://wiki.jaguarfreight.com/International_Portal_Solution"
Personal tools