Virtual Groups for NATP

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Revision as of 20:38, 31 March 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 Company (single select) // logic: CT#E0_Client OR CT#E1_Client OR ....
- 'Note:It is assumed that for this project *Arden* client will always be selected but it seems that there is no point in hardcoding this.
Choice of 3 Trucking MOTs (multiselect) // map to: only 3 trucking submodes from CT#MOT list

Developer's Note:
-----------------
If too hard to implement all truck MOTs by May 1 deadline 
then limit choice to Truck Domestic

Flags:
- CT#On Customer Hold
- CT#Pending Approval Mode
Export Pick Up Address // CT#Export Pick Up Address
Export Delivery To Address // CT#Export Delivery To Address
Trucker Name (carrier) // CT##Export Pick Up Trucker
Pick up date estimated // CT#Estimated Export Pick Up Date
Pick up date actual // CT#Actual Export Pick Up Date
Delivery date estimated // CT#Estimated Delivery Date
Delivery date actual // CT#Actual Delivery Date
Not yet billed Records // calculate this real time
- see #Billed Record

Virtual Groups Wizards

We are proposing to use Wizard Interface for all use cases related to NATP.

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.

List of filters above is from #Virtual Group Classifiers

General Wizard. Step 2.

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
CT#Delivery Trucker
CT#Actual Delivery Date if empty then show CT#Estimated Delivery Date

Paging - ideally we need it.
Sorting - by CT#
columns sortable? ideally - yes

General Wizard Step 3

If user clicks on apply then system will produce pop up with relevant user interface.

Update Fields

On OK system must confirm that action has been taken

List of fields

Other Actions

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

Misc

Billed Record

Definition: (If at least one sales invoice exists the record is Billed)

@@ Line 62: / Line 62: @@
 [[File:Virtual trucking groups wizard step 2.JPG]]
-Full list of columns for the table above:
+===== Columns for Group List =====
-* CT#
+* [[CT#CT Num]]
-* tbd
+* [[CT#Shipper]], Company only
-* tbd
+* [[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]]
+* [[CT#Delivery Trucker]]
+* [[CT#Actual Delivery Date]] if empty then show [[CT#Estimated Delivery Date]]
 * Paging - ideally we need it.