1892 rfd

From UG

Contents 1 Info 2 Requirements 2.1 R1 2.2 R2 2.3 R3 3 Solution 4 Architect Review 5 Implementation Notes 6 QA Plan 7 History

Info

• mantis: 0001892: (Client Reports) Schedule report feature for client app (client can schedule report on their own)

This feature is for the client application. To allow client users to be able to schedule their own reports and take the burden off of Jaguar Freight.

Requirements

R1

Schedule report feature is for the client application. To allow client users to be able to schedule their own reports and take the burden off of Jaguar Freight.

R2

Not all clients can schedule all reports

R3

Filters & Output - keep the same scheduling options, filters & output as it currently is on the internal app.

Solution

We need the following:

• 1) Add Report Scheduler Panel to Client App (same functionality as internal).
• 2) Add Admin section to Internal>Client App Admin so we can select what role can schedule reports (multiselect). Default: "client".
• 3) Add button or link to access Report Scheduler Panel from somewhere within the Client App reports menu Cybertrax > Reports.
• 4) Add options in Internal > Admin > Client Companies to:
  • Show/Hide Scheduler (default: hide)
  • Select what reports are available for scheduling.
    • Main & In Transit reports should be available as default schedule report for every "client" user in the Client App.
      • These 2 reports need to remove from the available list for scheduling since they are already available reports on the client application.
      • Also need to remove all other reports from the available list but keep only the daily reports listed below.
    • Add Daily report to client application:
      • Daily EA is used only for client users that have their client company set to 4 Pole in their Non Jag user profile.
      • Daily - this report should be for all other client users.
    • Filters & Output:
      • For Main & InTransit - keep the same scheduling options as internal, keep same filters & output as it currently is on the client app.
      • For Daily - keep the same scheduling options, filters & output as it currently is on the internal app.
  • NOTE: Above choices we should be able to apply per individual company or by selecting a group of companies and apply (to save time).
• 5) Display scheduled reports by Client users here: Internal Home > Reports > Saved/Scheduled.
  • Add Disable/Enable functionality.
  • Add filter so we can see reports scheduled by client users and internal separately.
• 6) Upon disabling a client user, the system should automatically disable any scheduled reports that were set up by that client user

Architect Review

Implementation Notes

QA Plan

History