| Tech Docs Home | CHANGELOG | Repo Link | Jira Link |
A user will have access to the application through a shared library on Sharepoint. The application can be pinned to the task bar, or created as a link from the synced library. On the users first open they will be asked to login. The login used is stored in a app settings json file, seperate from the vapi mart. This is the case because we can not predict when they will or will not have access to the internet. We can predict that the same user is using the same application instances (to say the browser instances used is the same, as well as the computer). This in mind it would be possible to assume the same user, and only ask users to login once to “connect” to their data. From there they would not be asked to login unless they have chosen to loggout.
There will be two different types of users described as “CONS” and “MAN”. “CONS” (or simpley “Consultants”) will only have access to their quotes and are able to edit them. If a user has type “MAN” (or Manager), they will have access to view all constultant quotes, but will not be able to edit the quotes. There are cases where managers need to create quotes. They will need their own consultant credentials.
The Price Key is generated by a seperate application / process. Each Quote saves which version of the Price Key it was based on. On open, the application checks for the most recent version of the Price Key from the database. When creating a new Quote, the most recent version downloaded is used. When opening an existing Quote, the application pulls in the version of the Price Key required by that Quote. A user can update their Quote to the most recent Price Key via a menu option in the application. This will pull in the “current” Key (from local), update the Quote’s pkid to reflect the version change, and re-run all calculations on the Quote using the new Key. The Key version being used by a Quote and the most recent found in the database are viewable via the Version Checker within the application.
There will only be one local storage needed for quotes.
The user Dashboard is a quick-view style listing of Quotes. The view is dominated by “Quote Cards” which show the basic info for each Quote. Quote Cards can be selected and the user can edit the basic information directly through the dialog window. Clicking on the “Open” button (either on the Dashboard or with the Quote Card open) will load the Quote into the appropriate Estimator.
Also on the main view is a section showing Quotes that have been submitted to Dispatch for conversion into a Job.
The Dashboard also provides views for listing all of a user’s Quotes and Jobs (the main view is more filtered / curated). There is a link to the Sales Tracker as well.
This is where Quotes are really put together.