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Feature #160 ยป README.md

README: Wizard phase consolidation and read-only Returnable - Akshath Shettigara, 10/19/2026 02:52 PM

 

type: redmine-readme
project: Endress + Hauser
subject: Wizard phase consolidation and read-only Returnable
story_key: dc-wizard-phase-merge
generated_at: 2026-10-16T16:56:59+05:30
story_type: feature

Wizard phase consolidation and read-only Returnable

The wizard goes from seven pre-creation steps to five, and Returnable follows the DC Type and cannot be edited.

1. Summary

Rework requested on 16 Sep: merge phases 2 and 3 (Header & Party with Dispatch From) into one page, merge phases 5 and 6 (Movement Details with Dispatch Details) into one page, and make the Returnable checkbox read-only. The wizard now has five pre-creation steps (Start, Header & Party, Items, Movement Details, Review). Dispatch Details appear only for Outward documents. Returnable always comes from the DC Type's is_returnable_default. Edit links, review cards and step labels were updated. The work is in the working tree and not committed.

2. Requirement

# Requirement Source Status
R1 Merge phases 2 and 3 into one User, 16 Sep Done
R2 Merge phases 5 and 6 into one User, 16 Sep Done
R3 Returnable checkbox is read-only User, 16 Sep Done

3. Decisions

Decision Options considered Why this one Date
Dispatch Details show only for Outward Show for both directions Inward documents have no dispatch details 2026-09-16
Dispatch From keeps mirroring Company until the user overrides it Always separate It matched Company in most cases; the earlier behaviour is preserved on the merged page 2026-09-16
Returnable is always re-read from the DC Type Allow per-document override Read-only requirement 2026-09-16

4. Logic & Workflow

  1. Header & Party holds Company, Party, Consignee and Dispatch From on one page. Dispatch From follows Company and Company Address until edited.
  2. Movement Details holds purpose, Returnable (read-only), return date, Rule 55 text, Dispatch Details (Outward only) and additional details.
  3. Review shows merged cards, and Edit links return to Review.
  4. Later fixes from testing: the Estimated Return Date visibility waits for the Returnable value, and company and party handlers use the record ID so pre-filled addresses are not blanked.

5. Files & Components Changed

File / DocType / Fixture Type Change Purpose
canofy_custom_eh/canofy_custom_eh/page/delivery_challan_wizard/delivery_challan_wizard.js Page JS Changed Merged steps, Review cards, edit-link indexes
canofy_custom_eh/public/js/dc_wizard_common.js Shared JS Changed Support code for the merged flow

6. Configuration & Deployment

No settings. Build assets and clear cache.

7. Testing

Test Data / Site Expected Actual Status
Five-step flow for Inward and Outward E2E suite, 5 Oct TC-008, TC-009 pass Pass PASS
Merged Header & Party page E2E suite, 5 Oct TC-012 to TC-018 pass Pass PASS
Merged Movement page and read-only Returnable E2E suite, 5 Oct TC-042 to TC-050 pass Pass PASS

8. Known Limitations & Open Items

  • Uncommitted (working tree of the feature branch) at the time this README was generated.

9. Status

Item Value
Branch claude/delivery-challan-wizard-bcb464
Commits None yet
PR None
Version Not confirmed
Deployed to Local dev site only

10. References

  • Related: dc-wizard-guided-flow, dc-wizard-tax-category-gst-rate, dc-wizard-e2e-tests
    (1-1/1)