Task #16922
closedAdd Targeted Sales Field in Configuration Screen
Description
As a FFWD,
I want to have a "Targeted Sales" field in the Configuration Screen.
So that I can set and update target sales values that include a margin percentage, helping to align our sales goals with profitability expectations.
Acceptance Criteria:
1. Field Addition:
- A new field labelled Targeted Sales should be added to the Configuration Screen.
- This field should allow input of various datatypes like numeric and percentage; e.g., 1.2 represents 120% (100% target sales + 20% margin).
- The Targeted Sales field should allow decimal values up to two places (e.g., 1.2 for 120%)
2. Field Properties:
- The system should display this value as a percentage (e.g., 120% or 1.2) whether it is displayed on reports or dashboards.
- It should include a help text like tooltips.
3. Default Targeted Sales in File Reference Screen: @seetul_yashvee Create another ticket for this one so that the team member who is working on File Reference do not miss this item. Link the new ticket with this ticket.
- The default Targeted Sales value set in the Configuration Screen should be automatically displayed in the File Reference Screen within the Cost and Sales section for each File Reference.
- Users should have the ability to modify the Targeted Sales value on a per-File Reference basis.
4. Modification and Saving:
- Any changes made to the Targeted Sales field in the File Reference Screen should be saved specifically to that File Reference without affecting the default setting in the Configuration Screen.
- The modified Targeted Sales value should be persistent and displayed whenever the File Reference is accessed.
5. Validation:
- The field should only accept values greater than 1.0 (indicating a minimum of 100% target). No negative values should be inserted for Sales target.
- Any entry outside the acceptable range should display an error message: "Please enter a valid target percentage greater than 100%."
- User should be able to save successfully the new targeted sales, a notification message should be displayed " Save Successfully”.
- Changes made should reflect in real-time across the application, E.g. on Dashboard
6. Permissions:
- Only users with Supervisor Role should be able to set or modify the Targeted Sales value.
7. Reporting and Display:
- The Targeted Sales value should be accessible in relevant reports and dashboards, shown as a percentage.
- The target should appear in sales tracking screens, making it easy to compare actual performance against the set target.
8. Audit Trail:
- Any updates to the Targeted Sales field should be logged, recording the user who made the change, the previous value, and the new value for auditing purposes.
- Any changes to the Targeted Sales value within a File Reference should be logged, recording the user who made the change, the previous value, and the updated value.
GitLab Sync Log
[{"id": "10937", "author": "Ra-ees Peeroo", "hours": 2.0, "created": "2024-11-06T10:21:38.946Z", "log_date": "2024-11-05", "comment": "Imported from GitLab by @Ra-ees Peeroo on 2024-11-06T10:21:38.946Z: 2h-(2.0)h spend at: 2024-11-05", "status": "active", "deleted_by": "", "redmine_entry_id": 8421}]