Task #19920
openUnited Cargo: Report -Container Report
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Description
User has requested a Container Report similar to the attached sample report.
The sample report shows container-level information such as ETA/ETD, Container, Type, Master B/L, Department, Vessel/Voyage, Agent, Warehouse and Co-loader details.
Functional Requirements¶
1. Report Name¶
The report should be available as: Container Report
2. Filter Criteria¶
The report screen should include the following filters:
| Filter | Description |
|---|---|
| Date From | Start date for the report - Arrival Date if Import else Departure Date for Export |
| Date To | End date for the report - Arrival Date if Import else Departure Date for Export |
| Vessel | Filter by vessel name |
| Loading Port | Filter by port of loading |
| Final Destination | Filter by final destination |
| Container Type | Filter by container type, e.g. 20FT / 40FT / Dry / Reefer |
| Shipment Type | Filter by type of shipment, e.g. FCL / LCL |
| Cargo Type | Filter by module / shipment channel, e.g. Sea Import / Sea Export |
| Agent / Supplier | Filter by agent or supplier |
| Place of Delivery | Filter by Place of Delivery / CFS |
3. Mandatory Filters¶
The following filters should be mandatory:
- Date From
- Date To
Other filters should be optional.
4. Cargo Type Filter¶
The Cargo Type filter should allow the user to filter by module / shipment channel, for example:
- Sea Import
- Sea Export
The selected Cargo Type should determine whether the report retrieves import or export container records.
5. Shipment Type Filter¶
The Shipment Type filter should allow the user to filter by:
- FCL
- LCL
If no Shipment Type is selected, the report should include all shipment types matching the other selected criteria.
6. Place of Delivery / CFS Filter¶
The Place of Delivery filter should allow the user to filter containers based on the selected Place of Delivery / CFS.
If no Place of Delivery is selected, the report should retrieve records for all places of delivery/CFS matching the other filters.
7. Agent / Supplier Filter¶
The Agent / Supplier filter should allow the user to filter records based on the agent or supplier linked to the container/file/shipment.
If no Agent/Supplier is selected, all matching records should be displayed.
8. Report Output Columns¶
The report should display container-level details similar to the attached sample report.
Recommended output columns:
| Column | Description |
|---|---|
| ETA / ETD | Expected arrival or departure date |
| Container | Container number |
| Container Type | Container size/type |
| Master B/L | Master Bill of Lading reference |
| Vessel & Voyage | Vessel name + Voyage number |
| Loading Port | Port of loading |
| Final Destination | Final destination |
| Shipment Type | FCL / LCL |
| Cargo Type | Sea Import / Sea Export |
| Agent / Supplier | Agent or supplier name |
| Place of Delivery / CFS | Place of delivery / CFS |
9. PDF Export¶
The user should be able to export the generated Container Report to PDF.
PDF export should:
- Respect the selected filter criteria
- Display the report title
- Display selected filter values in the report header
- Display the generated container records
- Include page numbering
- Follow the current report styling where applicable
Expected Behaviour¶
- User opens Container Report.
- User enters Period From and Period To.
- User optionally selects other filters.
- User clicks Search / Generate.
- System displays matching container records.
- User can export the displayed report to PDF or Excel.
Acceptance Criteria¶
AC1 – Filter Criteria Display¶
Given the user opens the Container Report screen
Then the system displays the following filters:
- Period From
- Period To
- Vessel
- Loading Port
- Final Destination
- Container Type
- Shipment Type
- Cargo Type
- Agent / Supplier
- Place of Delivery
AC2 – Date Range Mandatory¶
Given the user opens the report
When Period From or Period To is not entered
Then the system should prevent report generation
And display a validation message.
Suggested message:
Date From and Date To are required.
AC3 – Cargo Type Filter¶
Given user selects Cargo Type = Sea Import
When the report is generated
Then only Sea Import container records should be displayed.
Given user selects Cargo Type = Sea Export
When the report is generated
Then only Sea Export container records should be displayed.
AC4 – Shipment Type Filter¶
Given user selects Shipment Type = FCL
When the report is generated
Then only FCL records should be displayed.
Given user selects Shipment Type = LCL
When the report is generated
Then only LCL records should be displayed.
AC5 – Place of Delivery / CFS Filter¶
Given user selects a Place of Delivery / CFS
When the report is generated
Then only records linked to the selected Place of Delivery / CFS should be displayed.
AC6 – Agent / Supplier Filter¶
Given user selects an Agent / Supplier
When the report is generated
Then only records linked to the selected Agent / Supplier should be displayed.
AC7 – Combined Filters¶
Given user selects multiple filters
When the report is generated
Then the system should apply all selected filters together.
AC8 – Report Output¶
Given matching records exist
When the report is generated
Then the report should display container-level details based on the selected filters.
AC9 – No Records Found¶
Given no records match the selected filters
When the report is generated
Then the system displays:
No records found.
AC10 – Export to PDF¶
Given the report has been generated
When the user clicks Export to PDF
Then the system should generate a PDF version of the report.
AC11 – PDF Respects Selected Filters¶
Given user selected filter criteria before generating the report
When the report is exported to PDF
Then the PDF should contain only the records matching those filters.
AC12 – PDF Header Displays Filter Values¶
Given the report is exported to PDF
Then the PDF header should display the selected filter criteria used to generate the report.
AC13 – Export to Excel¶
Given the report has been generated
When the user clicks Export to PDF
Then the system should generate a PDF version of the report.
AC14 – Excel Respects Selected Filters¶
Given user selected filter criteria before generating the report
When the report is exported to Excel
Then the Excel should contain only the records matching those filters.
Validation Messages¶
| Scenario | Message |
|---|---|
| Missing Date From | Date From is required. |
| Missing Date To | Date To is required. |
| No records found | No records found. |
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