Frontend Implementation of Workflows¶
This document describes how the PRS Frontend implements the various business workflows defined in the system, based on the actual codebase implementation.
General Approach¶
The PRS Frontend implements workflows using a combination of:
- Page Components: React components that represent entire pages in the application, organized in
src/app/routes/app/ - Form Components: Specialized components for data entry and validation with React Hook Form
- API Integration: React Query hooks for data fetching and mutations, organized by feature
- State Management: Zustand stores for workflow state with persistence
- Routing: React Router for navigation between workflow steps with permission-based access control
- Permission Checks: Fine-grained permission controls for UI elements and actions
Common Workflow Patterns¶
Based on the actual codebase implementation, here are the common workflow patterns used in the PRS Frontend:
Multi-Step Forms with Tabs¶
Many workflows in the PRS system involve multi-step forms with tab navigation. These are implemented using a common pattern with Zustand for state management:
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Approval Workflows¶
Based on the actual codebase implementation, approval workflows involve displaying the current status, approval history, and providing actions based on user permissions:
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Specific Workflow Implementations¶
Based on the actual codebase implementation, here are the key workflow implementations:
Requisition Workflow¶
The requisition workflow in the frontend involves:
- Creating a Requisition:
- Multi-step form with tabs for basic info, items, and review
- Items stored in Zustand store for state management
- Validation of required fields and business rules
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Option to save as draft or submit for approval
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Viewing Requisitions:
- Dashboard with advanced filters and sorting
- Status indicators with color coding
- Quick actions based on user permissions
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Pagination and search functionality
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Approving/Rejecting Requisitions:
- Approval buttons for authorized users based on permissions
- Rejection with required reason via modal
- Detailed approval history with timestamps
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Email notifications for approvers
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Editing Requisitions:
- Edit form for draft requisitions
- Restricted editing for submitted requisitions
- Audit trail for changes
The routing implementation in the actual codebase:
Purchase Order Workflow¶
Based on the actual codebase implementation, the purchase order workflow in the frontend involves:
- Creating a Purchase Order:
- Selection of approved requisition from a list
- Adding supplier details with search functionality
- Setting delivery details and payment terms
- Adding line items with quantity and pricing
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Attaching supporting documents
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Managing Purchase Orders:
- List view with advanced filters and sorting
- Status tracking with color-coded indicators
- Detailed view with line items and history
- Document generation (PDF) with customizable templates
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Email notifications to suppliers
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Approving Purchase Orders:
- Multi-level approval workflow
- Role-based approval routing
- Budget validation and authority checks
- Approval history with audit trail
The actual implementation includes PDF generation and email functionality:
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Canvass Workflow¶
Based on the actual codebase implementation, the canvass workflow in the frontend involves:
- Creating a Canvass:
- Selection of approved requisition items
- Adding potential suppliers from the supplier directory
- Setting canvass criteria and requirements
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Defining evaluation parameters
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Recording Supplier Quotes:
- Form for entering quote details with validation
- Item-by-item price comparison
- Delivery date and payment terms tracking
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Supporting document attachments
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Comparing and Selecting Suppliers:
- Side-by-side comparison table for all quotes
- Lowest price highlighting
- Selection of winning quote with justification
- Approval workflow for selected supplier
The actual implementation includes a comprehensive quote comparison system:
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Additional Workflow Features¶
Based on the actual codebase implementation, the PRS Frontend includes several additional features to support the core workflows:
Notifications¶
The frontend implements a comprehensive notification system to alert users about workflow events, with real-time updates and badge indicators:
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Document Attachments¶
Based on the actual codebase implementation, the frontend implements a comprehensive file upload and management system for workflow documents, with support for multiple file types, previews, and download functionality:
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Workflow Integration¶
Based on the actual codebase implementation, the frontend integrates these workflows to provide a seamless user experience:
- Dashboard:
- Shows pending tasks and items requiring attention
- Displays recent activity and status updates
- Provides quick access to common actions
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Includes summary statistics and metrics
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Navigation:
- Hierarchical menu structure based on user permissions
- Quick access to frequently used workflows
- Breadcrumb navigation for context awareness
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Responsive design for mobile and desktop
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Search:
- Global search functionality across all entities
- Advanced filtering with multiple criteria
- Saved searches for frequent queries
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Export functionality for search results
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Reports:
- Generates reports based on workflow data
- Customizable report parameters
- Multiple export formats (PDF, Excel)
- Scheduled report generation
The actual implementation of the Dashboard component:
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Additional Resources¶
- Frontend Architecture Overview: Detailed information about the frontend architecture, including components, technologies, and design principles
- Backend Workflow Implementation: Information about how workflows are implemented in the backend
- Frontend Getting Started Guide: Guide for setting up the frontend development environment and understanding the codebase
- Coding Standards: Coding standards and best practices for frontend development
Key Takeaways¶
Based on the actual codebase implementation, the PRS Frontend provides a comprehensive user interface for the Procurement Request System with the following key features:
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Feature-Based Architecture: The codebase is organized by business features rather than technical concerns, making it easier to understand and maintain.
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Component Composition: UI components are built using composition, with smaller components combined to create more complex interfaces.
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Permission-Based Access Control: Fine-grained permission controls ensure that users can only access and perform actions they are authorized for.
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Comprehensive Workflow Support: The frontend implements all the key procurement workflows, including requisition management, canvassing, purchase orders, delivery receipts, and payment processing.
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Responsive Design: The UI is designed to work well on both desktop and mobile devices, with responsive layouts and components.
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Modern Technology Stack: The application uses modern frontend technologies like React, React Query, Zustand, and Tailwind CSS to provide a fast and responsive user experience.
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Error Handling: Comprehensive error handling ensures that users receive clear feedback when errors occur, with appropriate recovery mechanisms.
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Document Management: The application includes robust document management capabilities, including file upload, preview, and download functionality.
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Notification System: A real-time notification system keeps users informed about important events and actions that require their attention.
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Search and Filtering: Advanced search and filtering capabilities make it easy for users to find the information they need across all entities in the system.