Virtual Groups for NATP
From UG
Contents |
[edit] General info
[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)
[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
