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CMD Functionality discussion of On-Prem and Cloud features - MOM

Expected future upcoming meetings on

  • Edit Customer functionality
  • BBU Functionality
  • Customer Retrieve Screen - BUGs find, enhancements
  • Role-based access control

17th June 2022 - (4:33 pm to 5:30 pm call - Friday)​

Participants

The discussion happened on the following topic

  • Contact Edit Scenarios and enhancements needed.

Click here to expand MOM

  • When it is a blank value in the changes deletable chip, show a text or hyphen.

  • show more when more items (min 3), show on the table or something.

  • updating the value to the original value in the editable card should change redux.

  • Discussed on will there be changes sent to the backend when we switch internal UI tabs or will that happen only when we click update.

  • address doctor will call then how will we handle that?

    • Sol - that should be validated with a validate button, and then only the update button will be enabled.

  • how to handle workflow messages?

    • Sol - They should be displayed at necessary places where applicable.

  • how to handle popups for any field ex: Cust group type

    • Sol - A 6 sec notification will come on screen

  • Status and other changes should not be done at once.

  • Sudhir’s suggestion on showing the telephone/mobile/fax number extension in this type of combined input field.

  • Status reason description UI changes it for handling multiple reasons (in this sprint).

16th June 2022 (Thursday)​

  • The call didn’t happen

15th June 2022 (Wednesday)​

  • The call was canceled due to a conflict of (Sprint Planning + Sprint Review (Sprint 8))

14th June 2022 (4:30 pm to 5:30 pm call - Tuesday)​

Participants

The discussion happened on the following topic

  • Contact Create Scenario
  • BBU functionality

MOM

http://smdsws.apmoller.net/cmd/ui?#

http://smdsws.apmoller.net/cmd/ui/secure# = support team uses

  • BBU username - BBUUSER password - zaq12wsx

Discussion for normal contact creation screen

13th June 2022 (Monday)​

  • Call happened but ended shortly since there were not any open topics to discuss that day.

10th June 2022 (Friday)​

  • The call didn’t happen because of Sudhir’s unavailability that day.

9th June 2022 (Thursday)​

  • The call didn’t happen

8th June 2022 (Wednesday)​

  • The call didn’t happen because of Naveen’s upfront call out for focusing on development and contact edit.

7th June 2022 (4:30 pm to 5:45 pm call - Tuesday)​

Participants

The discussion happened on the following topic

  • Contact Edit Scenario

Video Recording Link for the KT Session https://my.maerskgroup.com/✌/g/personal/naveen%5Fverma%5Fmaersk%5Fcom/ESuo5tDTKlhJre2rw83TIX4B1p-k0pLEy-Puupnc3eRjag

Below is the written MOM

Click here 👇 to expand the Contact Edit MOM and check the action items.

A Contact can only be created in 2 scenarios

  • Create a contact during customer creation
  • Open a customer record and go to the contact list tab and click on create contact button.

Total 4 fields should be mandatory in the modern portal

  1. First name
  2. last name
  3. primary email
  4. and either mobile/landline

Only below 4 contact types are there in Prod

Validation message

First Name and Last name - max 128 chars, Only alphanumeric, a hyphen, and apostrophe characters are accepted for this input.

Note - Email is getting validated from IDD so there will be an API call for email whenever the email field is unfocused to avoid the unnecessary cost.

Suggestion - shift the primary email to the same group where 1st name and last name are there.

Below is the validation error message for the landline number.

The below kind of API for telephone validation needs to be there and integrated with the UI.

Confirmation Screen

Duplicate Contact scenario

Clicking on the link contact should be another API Call. It will assign the customer by ON_BEHALF_OF

Below is the scenario when the Finance contact type is selected in any combination of the contact types.

Validation error: Failed Reason: For FINANCE Contact Type either Phone Number or Fax Number is mandatory

ON_BEHALF_OF has a delink button but CUST_CONT is default assigned and does not have that delink option. The UI also needs to remove the checkbox and maybe keep a button for delink?

Successful for delink happened or not does not show in the on-prem. In modernization, a message should be displayed to the user.

ex: OBO contact added or removed etc.

Action Items

  • Ask Can we flip the team contact to normal contact and vice versa in the modern portal? - to Vinesh/team? - Naveen Varma Roda
  • Ask Ajit about the below screenshot. Should information IDD wrapper service be called from a wrapper service or should that check of valid/invalid new number should happen from UI?Srikant Sahoo
  • Sudhir Kumar Kunchakuri to ask about which one of FINANCE/MASTER FINANCE contact types to stay? So Commercial, finance, and the portal will be only 3 types of contact types in the modern portal?
  • Check with Rahul/Ajit on the scenario when duplicate contact is found and linked to the new customer, then should the data be overridden or will it stay the same as on-prem and keep the old data? Sudhir Kumar Kunchakuri or Srikant Sahoo.
  • Needs to connect with Naveen Varma Roda on the UX mockup for the above details. - Srikant Sahoo

6th June 2022 - Monday​

  • The call did’nt happen due Sudhir’s unavailabilty during the time slot and Naveen’s mutual agreement to shift the session.

3rd June 2022 (4:30 pm to 5:00 pm call - Friday)​

Participants

The discussion happened on the following topics

  • Contact Search retrieve page changes
  • Contact edit communication preferences

Click to expand the MOM

Contact Retrieve screen changes to make

  • First name and last name should be in different fields
  • The salutation should be separate as well
  • International name and master contact should be removed
  • remove that communication details button
  • Heading as communication preference
  • the audit should be in the basic details
  • multiselection in the contact brand should be there in the modern
  • contact brand field add it.
  • fix the partial code of customer code in contact.
  • SCV codes don't need to be shown

Contact Communication preferences edit

2nd June 2022 - Thursday - The call didn't happen​

  • But Srihari was invited to the discussion calender.

1st June 2022 - (4:30 pm to 5:04 pm - Wednesday)​

Participants

The discussion happened on the following topics

  • Add BE Code

MOM

Add BE Code and edit BE Code scenarios of on-prem were discussed.

31st May 2022 - Tuesday​

  • The call started but nobody joined except Sudhir, so it ended shortly.

30th May 2022 (Part 2 - 4:30 pm to 5:30 pm call - Monday)​

Participants

The discussion happened on the following topics

  • Customer Search Results page
  • Search By reference screen Bug findings,
  • enhancements etc updated in the below story.

CMD1-256 -UI - Customer search enhancements and edge cases / Changes that need to be done apart from the CMD1-1 epic Done

30th May 2022 (Part 1 - 12pm - 1pm call - Monday)​

Participants

Notes of Analysis of Onprem Assign Customer Segments, BE Code, and IDD capabilities. Expand the below sections for more details.

Assign Segments - Segmention CMD Portal UI - On-Prem

  • Empty Segmentation UI

  • From referential data service. we can get the below dropdown suggestion

  • Add a new segment type

Updating customer record

Segmentation Information UI

Some Segments are brand agnostic i.e it gets updated to all brands.

There are 5 brand agnostics

  • Industry
  • Vertical
  • Customer Type
  • Value Proposition
  • Efficiency

Whereas some segments are brand specific like the below. If it is not brand-agnostic then it will add to only one brand.

BUG 1 - In Onprem - Audit data is not changing on seg info change. This should not happen in Modern portal.

BUG 2 - In Onprem - User needs to refresh the page after removing a segment and then needs to clicking add. This will not happen in Modern portal since we are using React.

Some other error messages

  • Removing Segment warning message

  • Failure to update -

  • Success - Segmentation information was updated successfully.

The toast should stay for a while. So as to help in the testing. Creating ids hidden in screen to have error and success message can be helpful for testing.

  • Users can edit the brand segments

The UI needs to be changed in a better way. Currently, in the modern portal, it is in a table format.

IDD functionality & screenshots of Assign customer segments

The segment value should be linked against the type.

Suggestion - Template Upload excel to directly create segments with info. The individual screen will also be present along with Bulk upload.

Creating Seg reference data is a different role. And Linking seg data is a different role. Ask business should be merge these roles or keep it as it is?

It takes 6 hours to reflect on portal when new seg info is added to IDD. In Modern portal it should be made real time.

All Brands and description - total 6 brands

  1. 1 = MAEU = MSL = Maersk Line
  2. 7 = MAEI = MLL = MAERSK LINE, LIMITED
  3. 2 = SAFM = SAF = Safmarine
  4. 4 = MCPU = MCC = Sealand Maersk Asia
  5. 6 = SEAU = SEA = SEaland Maersk America
  6. 5 = SEJJ = SGL = Sealand Maersk Europe and Mediterranean

Linking brands with type

Validation errors

There are a lot of required fields below

  • The code should be unique. It should be 4 digits.

  • If segment type is inactive, and brand is inactive then show an error.

All Segment values in the table view, IDD query

During creation of segment type, show is active as default, and make it uneditable since - why are you creating a brand if it is not active.

Below is the web bill edit option

Role for webill is WebBLManager

On editing it, it will be changing only for 1 customer.

Please add Some placeholder to manage the roles in the UI. - This will get handled when RBAC(Role-based access control) is implemented.

The below IDD screen should be created in the Modern portal somewhere which gives Superuser to add new segment types, values, etc.

BE Code UI KT - On-Prem

BE Code UI

Accept or update BE Code button should be there. The suggestion should be shown & an API call should happen whenever a user opens a customer record. The BE Codes that are suggested will vary if we open the same customer in different tabs.

On clicking the Update button below shows up

On saving the BE Code the below success message shows up

Validation, when BE Code is already applied to any other customer/it is not alphanumeric.

Auto-Generated BE Code should be shown while creating a customer

Validation error message in create flow for BE Code

BE Code - DAMCO explanation by Sudhir - Watch the recording to know/understand more.

When customer is suspended. we do not show becode popup currently in Onprem.

Vinesh said it should be allowed in modern portal to accept the BE Code for suspended customers. NOTE that in Suspended customer records it should be shown to accept BE Code, but they will still not be able to edit the suspended customer. They can only link the customer with BE Code.

Inactive customer will not have option to edit customer or to link with BE Code. Sudhir Kumar Kunchakuri please cross check this.

24th May 2022 (Tuesday)​

  • The call didn't happen due to Sudhir’s unavailability.

23rd May 2022 (Monday)​

  • The call didn't happen due to Sudhir’s unavailability.

18th May 2022 (Wednesday)​

Participants

Below is the MOM

Customer creation - Confirmation page discussion - Onprem

  • Moments of Meeting
    • ✅ By default enable the tooltip in the BvD search screen.
    • ✅ The search button should be disabled as it is now followed by that we are supposed to enable/display a warning once the user logs on the BvD page
    • CORS error to be fixed in BvD Match and retrieve API User 40811
    • Question - What is the time goal for modern CMD for creating a customer through the API? For on-prem Upsert API, it takes 14-16 seconds
    • Naveen Varma Roda to create an enhanced vision on prevention after review submission post-BvD search and adding required fields to the form

      • Create a rough Mockup between the review and confirmation page, please follow the below image for reference to the error

      • Functional requirement for the same mock

      • APIs getting used will be listed here

    • POST call for email and phone verification from Informatica in upsert screen - add contact flow? - The API call happens when someone unfocuses on the email or phone field. Email Validation services
    • Error validation on API and warning/blocker presentation to care for the below image in case of API crash

17th May 2022 (Tuesday)​

Participants

Below is the MOM

Below is the list of status values of a BvD record.

BVD Company StatusShould WF generate(Y/N)
ActiveN
Active (default of payment):N
Active (rescue plan):N
Active (insolvency proceedings)Y
Active (dormant)N
Active (reorganization)N
BankruptcyY
In liquidationY
DissolvedY
Dissolved (merger or take-over)Y
Dissolved (demerger)Y
Dissolved (bankruptcy)Y
Dissolved (liquidation)Y
Inactive (no precision)N
UnknownN
  1. Restrict direct access to bvd search screen
  2. ✅ Cross icon swapping on the info icon.
  3. ✅ Remove the tax and trading name restriction.
  4. Put the bvd result in redux
  5. Validations for max characters - From @Sudhir
  6. ✅ Trading names do not auto-populate.
  7. QUESTION - What happens when the backend returns any other code except 200? - Show the actual error, and prevent user from record creation.
  8. Creating a modal with an illustration when the back button is pressed in all scenarios.
  9. Add a dropdown in customer status for filtering. - Get the list from @Sudhir
  10. ✅ Merge legal name and website columns together in the table.
  11. Handling 1 record found and 2 records found text.
  12. QUESTION - Some fields are free, why don't we search using that?
  13. Other changes
  14. Responsive fixes,
  15. 0 records handling,
  16. loading indicator delay messages,
  17. CORS issue
  18. Table columns finalized

Are you sure?

The organization is either dissolved or not Active. Selection of same may impact Finance process. Do you want to Proceed?

https://orbis4.bvdinfo.com/version-2022515/orbis/Companies/Login?returnUrl=%2Fversion-201874%2Forbis%2FCompanies On clicking the BvD id it should open BvD Website.

12th May 2022 (Thursday) - 4:30 pm to 5:35 pm call​

Participants

Video recording link

11th May 2022 (Wednesday)​

  • Call didn’t happen

10th May 2022 (Tuesday) 4:30 pm to 5:52 pm​

Participants

Video recording link

End of MOMs.

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