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Task #19837

Updated by Redmine Admin 4 months ago

#### Epic Goal 

 To design and implement a complete **Air Clearing Module** within MFreight that enables users to: 

 * Create, manage, and process **Air Clearing Files** 
 * Handle both **Import and Export shipments** 
 * Maintain **full operational traceability through Activity Logs** 

 The module must support creation from: 

 * Existing **HAWB (House Air Waybill)** 
 * Existing **MAWB (Master Air Waybill)** 
 * Existing **Quotation** 
 * Or **manual creation (from scratch)** 

 #### Business Context 

 In air freight: 

 * **MAWB (Master Air Waybill)** = Airline shipment (master level) 
 * **HAWB (House Air Waybill)** = Shipment per customer (house level) 
 * A single MAWB can contain **multiple HAWBs** 
 * Clearing is the process of: 
   * Declaring goods to customs 
   * Paying duties/taxes 
   * Getting cargo released 

 A **Clearing File** is used internally by freight forwarders to: 

 * Track customs processing 
 * Manage charges (cost & sales) 
 * Store shipment & party information 
 * Record BOE (Bill of Entry) 
 * Maintain audit trail of all actions (Activity Log) 

 #### Scope of the Epic 

 ##### 1. Clearing File Creation 

 System must allow creation of a clearing file using: 

 * Existing HAWB 
 * Existing MAWB 
 * Existing Quotation 
 * Manual entry 

 ##### 2. Shipment Types 

 * Air Import 
 * Air Export 

 ##### 3. Core Functional Areas 

 ###### A. Retrieve / Search Clearing Files 

 * Search by: 
   * HAWB No. 
   * MAWB No. 
   * Clearing Reference 
   * Airline 
   * Flight No. 
   * BOE Reference 
   * Status 
   * Date Range 

 ###### B. Clearing File Management 

 * Create 
 * View 
 * Update 
 * Save 
 * Status tracking 

 ###### C. Shipment Information 

 Capture and manage: 

 * MAWB / HAWB details 
 * Airports (Origin / Destination / Transit) 
 * Flight details 
 * Shipment type (Import / Export) 

 ###### D. Party Information 

 * Shipper 
 * Consignee 
 * Notify Party 
 * Delivery Agent 

 ###### E. BOE Management 

 * One Clearing File can have **multiple BOEs** 
 * BOE details must be captured and allow update 

 ###### F. Cost & Sales Management 

 * Record operational costs 
 * Record customer billing (sales) 
 * Support multiple charges 

 ###### G. Document Management 

 * Upload 
 * View 

 ###### H. Workflow & Status Management 

 Statuses include: 

 Draft → Confirmed Send for ApprovalClosed 

 Awaiting Approval → Confirmed → Draft 

 Closed\ 
 Cancel → Cancelled 

 ###### I. Activity Log 

 A section/screen showing system-generated logs. 

 Columns: 

 * Activity Date & Time 
 * Activity By (User) 
 * Activity Description 

 #### Key Functional Rules 

 ##### 1. Creation Logic 

 * From HAWB → auto-populate data 
 * From MAWB → allow future expansion 
 * From Quotation → fetch commercial data 
 * From scratch → manual entry 

 ##### 2. BOE Logic 

 * Multiple BOEs per clearing file 
 * Each BOE independent 

 ##### 3. Data Integrity 

 * Clearing Reference must be unique 
 * Required fields enforced 
 * AWB format validation 

 ##### 4. Terminology Replacement 

 | Ocean | Air | 
 |-------|-----| 
 | Vessel | Airline | 
 | Voyage | Flight | 
 | Port | Airport | 
 | BL | AWB | 
 | HBL | HAWB | 
 | MBL | MAWB | 

 ####    **User Roles** 

 * Allow permissions    to view only, operations level, supervisor level for approval. 

 #### **Epic-Level Acceptance Criteria** 

 * User can create clearing file using all 4 methods 
 * Supports Air Import & Export 
 * Multiple BOEs supported 
 * Costs & Sales can be captured 
 * Documents can be uploaded 
 * Status workflow works correctly 
 * Activity Log captures all system & manual actions 
 * Activity Log is present and updated everytime 

 #### **Dependencies** 

 * Air Shipment Module (HAWB / MAWB) 
 * Quotation Module 
 * Customer & Supplier Master—Shipper, consignee, notify, agent 
 * Charges Module 
 * Flight Scedule Module 

 #### **Technical Considerations** 

 * Reuse Ocean Clearing architecture 
 * Create separate Activity Log table for Air

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