roos-fs tasks #312: (STORAGE) Spare Parts Import - Roos-fs-ZIP - Redmine - Matecube

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roos-fs tasks #312

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(STORAGE) Spare Parts Import

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

Status:

Closed

Priority:

Normal

Assignee:

Max Zadorozhniy

Start date:

08/19/2025

Due date:

% Done:

Estimated time:

56:00 h

Description

Use case
We need functionality to import spare parts into the Warehouse without pre-assigned vehicle or service. This is required to preload stock for a customer. Only Name, Serial Number, and Customer are mandatory. Later, parts can be linked to vehicles and services during service tasks (via the Warehouse Picker workflow).

Acceptance criterea:

Add Import functionality (CSV/XLSX upload).
Only Name, Serial Number, and Customer are mandatory
Manual entry allows to enter the same fields as in the import
Store parts in Warehouse table with minimal required fields.
Ensure spare parts are created with status "In Stock by default".
IMPORTANT
Create a template that will withhold only the columns found in the excel attached
Check if the Produc t with the same name exists if yes all items form the imported table are to be in the sub table for this part
if this product is not yet listed then the entry in the main table is created and all itmes with the product name are landing in the subtable underneath

Files

Download all files

OMS Material StorageEXPM.xlsm (10.1 KB) OMS Material StorageEXPM.xlsm		Vadim Pariev, 08/19/2025 12:12 AM
Demodata_Storage.xlsx (15.9 KB) Demodata_Storage.xlsx		Vadim Pariev, 08/23/2025 08:09 PM
изображение_2025-09-15_001717506.png (27.2 KB) изображение_2025-09-15_001717506.png		Vadim Pariev, 09/14/2025 10:38 PM

History
Notes
Property changes

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Updated by Vadim Pariev 9 months ago

Status changed from Backlog to Open

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Updated by Vadim Pariev 8 months ago

File Demodata_Storage.xlsx Demodata_Storage.xlsx added

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Updated by Vitalii Shevchenko 8 months ago

Estimated time set to 56:00 h

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Updated by Vitalii Shevchenko 8 months ago

Status changed from Open to In progress

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Updated by Vadim Pariev 8 months ago · Edited

After the discussion with the customer following infromations and behaviour was found out.
All spare parts are having a unique serial number so there is no need to consider the batches and co. Some spare parts could be reused multiple times hence when they are reimported to the system we need to exchange some of the points.

So here is te expecrted behaviour:

In case the user uploads the spare part that already exist in the system we replace all the data with the same serial number and set the spare part status to in stock
In the future we need to make sure that we are login all the events that are connected with the spare part

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Updated by Vadim Pariev 8 months ago

Description updated (diff)

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Updated by Vitalii Shevchenko 8 months ago

Status changed from In progress to In review

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Updated by Anton Obolientsev 8 months ago

Status changed from In review to Deployed (QA)

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Updated by Vadim Pariev 8 months ago · Edited

Result OK BUT samll changes required:

Consistency:

Change the template and set the default ID to be a number so that the user would not be confused about the principle of work (see the implimentatrion in the vechicles import)
The order in the Table shall be the same as the export or vice versa (feel free to descide on your own)

Screenshot with the clarification is attached to the ticket

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#10

Updated by Vadim Pariev 8 months ago

File изображение_2025-09-15_001717506.png изображение_2025-09-15_001717506.png added

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#11

Updated by Vadim Pariev 8 months ago

Status changed from Deployed (QA) to QA Failed

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#12

Updated by Vitalii Shevchenko 8 months ago

Status changed from QA Failed to In progress

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#13

Updated by Vitalii Shevchenko 8 months ago

Status changed from In progress to In review

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#14

Updated by Anton Obolientsev 7 months ago

Status changed from In review to Open

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#15

Updated by Vitalii Shevchenko 7 months ago

Status changed from Open to In review

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#16

Updated by Anton Obolientsev 7 months ago

Status changed from In review to Open

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#17

Updated by Vadim Pariev 7 months ago

Status changed from Open to Deployed (QA)

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#18

Updated by Olena Tretjakova 7 months ago · Edited

Environment:

OS: Windows 11 Version 24H2 (x64)
Browser: Chrome 140.0.7339.186 (64-bit)
Platform: Desktop
Executor: Tretjacova Olena

Precondition:

User has an account in ROOS-fs and the Admin role.

Steps to reproduce:

Open the 'Spare Parts Catalog' (click the WareHouse in sidebar).https://screenrec.com/share/l5yc0zIRfn
Click on the 'Import Spare Parts' button.
The 'Import Spare Parts' page is opened.
Click on the 'Download Excel Template' button in the'Step 1: Download template' section.
Open the Excel Template. https://screenrec.com/share/hHB3ofZGEi
Fill in only the necessary fields in the Excel template.(Product, Serial Number, Customer ID).
Test data: Product: Radsatz, Serial Number: RAD 132, Customer ID: 22.
Download this file to 'Import Spare Parts' page in 'Step 2: Upload Your File' section. Click on th 'Upload' button.
The spare part was added to the Radsatz table with the status 'In stock'.
Change the status of the spare part RAD 132 to 'Installed' (using a Service with a task that includes a checklist of type 'Warehouse Part Picker').
Click on the 'Import Spare Parts' button in the 'Ware House' page.
The 'Import Spare Parts' page is opened.
Open the Excel Template.
Fill in only the necessary fields in the Excel template.(Product, Serial Number, Customer ID).
Test data: Product: Radsatz, Serial Number: RAD 132, Customer ID: 22.
Download this file to 'Import Spare Parts' page in 'Step 2: Upload Your File' section. Click on th 'Upload' button.
Open the 'Warehouse' page and navigate to the 'Radsatz' table. The status of the spare part with Serial Number: RAD 132 and Customer ID: 22 was changed from 'Installed' to 'In stock'.
Open the Excel Template.
Fill in only the necessary fields in the Excel template.(Product, Serial Number, Customer ID).
Test data: Product: New Product, Serial Number: LFR 001, Customer ID: 22.
Download this file to 'Import Spare Parts' page in 'Step 2: Upload Your File' section. Click on th 'Upload' button.
Open the 'Warehouse' page.A new table 'New Product' is created.https://screenrec.com/share/89ltqkbYdc

Expected Result:

Import of spare parts is possible if the necessary fields are filled in (Name, Serial Number, Customer).
Manual entery of spare parts is possible if the necessary fields are filled in (Name, Serial Number, Customer).
All spare parts that are uploaded take the status 'In stock'.
To upload spare parts, the user can download the Excel table template.
If the product is not found in the 'Spare Parts Catalog', a new product is created.
If such a product already exists in the 'Spare Parts Catalog', this spare part is added to the corresponding table.
If the user uploads a spare part that already exists in the system, the data for the part with the same serial number is replaced, and the spare part status is set to 'In stock'.
The order in the template and in the 'Spare Parts Catalog' tables is the same.

Actuale Result:

The Excel template can be downloaded.
The table in 'Spare Parts Catalog' have columns:
ID,Serial Number,Customer Name,Stocked Day, PSP, Status, Status Day, To Whom, Location Name, Complaint, Ticket NR., Service Name, Vehicle Name.
The Excel Template have columns:
Product,Serial Number,Customer ID,Stocked Day, PSP, Status, Status Day, To Whom, Location, Complaint, Ticket NR. .
Import the XLSX file is possible. (Fill in only Product, Serial Number, Customer ID) https://screenrec.com/share/sYe5hD2KgE
Manual entry of a product into the 'Spare Parts Catalog' is not available. https://screenrec.com/share/6cSteFHA1u
If the product subtable already exists in the 'Spare Parts Catalog', the product is added to this table.
If the product is not found in the 'Spare Parts Catalog', a new product is created.
If such a product already exists in the 'Spare Parts Catalog', this spare part is added to the corresponding table.
If the user uploads a spare part that already exists in the system, the data for the part with the same serial number is replaced, and the spare part status is set to 'In stock'.

comment:
Clicking the 'Back' button at the bottom of the
'Import Spare Parts' page redirects to the top of this
page, which is translated into German.
https://screenrec.com/share/M8PnLmKEAa

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#19

Updated by Olena Tretjakova 7 months ago

Status changed from Deployed (QA) to QA Failed

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#20

Updated by Vadim Pariev 7 months ago

Status changed from QA Failed to Deployed (QA)

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#21

Updated by Olena Tretjakova 7 months ago

Status changed from Deployed (QA) to QA Failed

Environment:Staging.

The tests that failed are marked in the Actual Result as (Negative Test) in bold.

Precondition:
User has an account in ROOS-fs and the Admin role.

Steps to reproduce:

Open the 'Spare Parts Catalog' (click the WareHouse in sidebar).
Click on the 'Import Spare Parts' button.The 'Import Spare Parts' page opens.
Click on the 'Download Excel Template' button in the'Step 1: Download template' section.
Open the Excel Template. https://screenrec.com/share/hHB3ofZGEi
Fill in only the necessary fields in the Excel template.(Product, Serial Number, Customer ID).
Test data: Product: New Product, Serial Number: D0006, Customer ID: 22.
Product: New Product, Serial Number: D0007, Customer ID: 22.
Product: New Product, Serial Number: D0008, Customer ID: 22.
Download this file to 'Import Spare Parts' page in 'Step 2: Upload Your File' section. Click on th 'Upload' button.
The spare part was added to the New Product table with the status 'In stock'.https://screenrec.com/share/UsfSge1zV7
Change the status of the spare part D0008 to 'Installed' (using a Service with a task that includes a checklist of type 'Warehouse Part Picker'). https://screenrec.com/share/g1LmxMjCv9
Click on the 'Import Spare Parts' button in the 'Ware House' page.
The 'Import Spare Parts' page is opened.
Open the Excel Template.
Fill in only the necessary fields in the Excel template.(Product, Serial Number, Customer ID).
Test data: Product: New Product, Serial Number: D0006, Customer ID: 22.
Product: New Product, Serial Number: D0007, Customer ID: 22.
Product: New Product, Serial Number: D0008, Customer ID: 22.
Download this file to the 'Import Spare Parts' page in the 'Step 2: Upload Your File' section. Click the 'Upload' button. The message 'Successfully imported 3 spare parts' appears.
Open the 'Warehouse' page and navigate to the 'New Product' table. The status of the spare part with Serial Number: D0008 and Customer ID: 22 was changed from 'Installed' to 'In stock'.https://screenrec.com/share/6OX9tGsN5r
Open the Excel Template.
Fill in all fields in the Excel template.(Product, Serial Number, Customer ID, Stocked Day, PSP,Status, Status Day, To Whom, Location, Complaint, ticket NR).
Test data: Product: New Product, Serial Number: D0009, Customer ID: 22, Stocked Day 2025/10/16, PSP: PSP001,Status: In Stock, Status Day: 2025/10/16, To Whom: Test person, Location: Moon, Complaint: no, ticket NR: TICK 001.

Expected Result:

Import of spare parts is possible if the necessary fields are filled in (Name, Serial Number, Customer).
Manual entery of spare parts is possible if the necessary fields are filled in (Name, Serial Number, Customer).
All spare parts that are uploaded take the status 'In stock'.
To upload spare parts, the user can download the Excel table template.
If the product is not found in the 'Spare Parts Catalog', a new product is created.
If such a product already exists in the 'Spare Parts Catalog', this spare part is added to the corresponding table.
If the user uploads a spare part that already exists in the system, the data for the part with the same serial number is replaced, and the spare part status is set to 'In stock'.
The order in the template and in the 'Spare Parts Catalog' tables is the same.

Actuale Result:

(Positive Test)The Excel template can be downloaded.
(Positive Test)The table in 'Spare Parts Catalog' have columns:
ID,Serial Number,Customer Name,Stocked Day, PSP, Status, Status Day, To Whom, Location Name, Complaint, Ticket NR., Service Name, Vehicle Name.
(Positive Test)The Excel Template have columns:
Product,Serial Number,Customer ID,Stocked Day, PSP, Status, Status Day, To Whom, Location, Complaint, Ticket NR.
(Positive Test)Import the XLSX file is possible. (Fill in only Product, Serial Number, Customer ID).
(Positive Test)Manual entry of a product into the 'Spare Parts Catalog' is available.
(Positive Test)If the product subtable already exists in the 'Spare Parts Catalog', the product is added to this table.
(Positive Test)If the product is not found in the 'Spare Parts Catalog', a new product is created.
(Positive Test)If the user uploads a spare part that already exists in the system, the data for the part with the same serial number is replaced, and the spare part status is set to 'In stock'.
(Negative Test) If the spare part already exists in the system and has the status 'In Stock', after uploading this spare part, the message 'Successfully uploaded' will appear.
(Positive Test)The behavior has been corrected. Clicking the 'Back' button at the bottom of the 'Import Spare Parts' page now redirects to the top of this page, which is displayed in German.
(Negative Test) The system allows uploading a spare part with the 'To Whom' field filled with data that does not exist in the system.
(Positive Test)The system marks the field as empty if the location from the Excel table does not exist in the system.
(Negative Test) The system marks the field as empty if the Complaint from the Excel table is 'No'.(https://screenrec.com/share/LNzlUaSpD8 https://screenrec.com/share/oEpS8aZqv9)