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roos-fs tasks #298

open

Project management (Bulk Service assignement)

Added by Vadim Pariev 9 months ago. Updated 5 days ago.

Status:
Closed
Priority:
Normal
Start date:
08/14/2025
Due date:
% Done:

0%

Estimated time:
25:00 h

Description

General
ROOS GmbH needs a way to create projects that can contain multiple vehicles from different customers. The main goal is to handle a large number of vehicles and be able to assign the same service to them using a template.

Use case
ROOS receives two lists of vehicles from two customers (each list containing around 1,000 vehicles) and imports them into a project. Only vehicles that exist in the current OMS system are imported. Once the list of vehicles is complete and imported, ROOS can perform a bulk assignment of a service using an existing template.

Expected result

  • A separate area and menu item named "Projects" is available in the left-hand menu.
  • The user can create projects by setting the project name.
  • The project table displays two columns: Name and Creation Date.
  • The user can import vehicles using a simple Excel sheet import (an example template should be provided).
  • Vehicles with matching VIN numbers are added to the project; if a vehicle does not exist in OMS, the user is informed.
  • The user can also manually add vehicles from existing OMS vehicles.
  • Inside a project, the user can see the assigned vehicles.
  • The user can assign a service to all vehicles in the project from a single template.
    NOTE:
  • We need to address the case where a template is associated with only one customer. The user should decide which vehicles receive which template based on the customer to which the vehicle belongs. For example, when opening the template selection dialog, the system can display “1,000 cars for Customer A” and “1,000 cars for Customer B,” allowing the user to assign the service to each group separately. This is preferable, as the service price may vary between customers.
  • Each car receives its own service entry so that later, when viewing the vehicle’s data, the service is visible.
  • Only ADMIN users can access this area.

Files

Actions #1

Updated by Vadim Pariev 9 months ago

  • Assignee set to Alex Katasonov
Actions #2

Updated by Vadim Pariev 9 months ago

  • Description updated (diff)
Actions #3

Updated by Vadim Pariev 9 months ago

  • Subject changed from Project management to Project management (Bulk Service assignement)
Actions #4

Updated by Vadim Pariev 9 months ago

  • Estimated time set to 25:00 h
Actions #5

Updated by Vadim Pariev 9 months ago

  • Status changed from Backlog to Open
Actions #6

Updated by Alex Katasonov 9 months ago

  • Status changed from Open to In progress
Actions #7

Updated by Alex Katasonov 9 months ago

  • Status changed from In progress to Deployed (QA)

Updated by Vadim Pariev 9 months ago · Edited

Test result not okey

  1. STR:
  • create a project
  • set the name
  • add vechicles
  • keep the template NOT selected
  • pres created the project
    As you may see i have a soft lock since i can not set the service for the porject anymore.
    https://roos-fs.duckdns.org/en/projects/1
    Expected result
  • The user can edit and set the service template if non was assigned when the project was created
  1. STR
  • create a project and add cars to it
  • go to the project overview
  • click on any vin number
    as you may see you land on the projects details page
    Expected result
  • user would land on the page of the linked car
  1. STR
  • go to projects creation/editing
  • Try uploading the file attached
    as you may see each time when uploading different messages appear
    Upload the file with 3 correct and 1 incorrect vechicles and 1 dublicate




    Did not get the screenshot bt once it stated that LEADS were sucsesfully uploaded
  1. Language issues when using german
Actions #10

Updated by Vadim Pariev 9 months ago

I was expecting here to be the complte table, since there could be thousands of cars inside and i meght need the filtering and sorting here as well

Actions #11

Updated by Vadim Pariev 9 months ago

  • Status changed from Deployed (QA) to Open
Actions #12

Updated by Alex Katasonov 9 months ago

  • Status changed from Open to In progress
Actions #13

Updated by Alex Katasonov 9 months ago

  • Status changed from In progress to Deployed (QA)
Actions #15

Updated by Vadim Pariev 8 months ago

  • Status changed from Deployed (QA) to Closed
Actions #16

Updated by Albert Katasonov 5 days ago

  • Project changed from 8 to Roos-fs-ZIP
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