Estimate Worflow

User should be able to create → Forward (or) check → Forward/Reject an estimate.

Once the Estimate are created they will move to the respective checker and approver's inbox as pending items.

View Estimate

From Estimate Proposal Inbox, User can come into Estimate View Screen where Details of Estimate present while creating the estimate and Workflow history will be displayed.
User can take necessary actions by clicking on Actions Menu.

Sample ProcessInstance Worflow Object as given below:

{
    "RequestInfo": {
        "apiId": "estimate-service",
        "action": "",
        "did": 1,
        "key": "",
        "msgId": "20170310130900|en_IN",
        "requesterId": "",
        "ts": 1513579888683,
        "ver": "1.0.0",
        "authToken": "94ecb06f-8e5b-4798-af8f-56a987560209",
        "userInfo":{
            "uuid":"7e46e32c-187c-4fb4-9d6b-1ac70fa8f011"
        }
    },
    "BusinessServices": [
        {
            "tenantId": "pb",
            "businessService": "estimate-approval-2",
            "business": "estimate-service",
            "businessServiceSla": 432000000,
            "states": [
                {
                    "sla": null,
                    "state": null,
                    "applicationStatus": null,
                    "docUploadRequired": false,
                    "isStartState": true,
                    "isTerminateState": false,
                    "isStateUpdatable": true,
                    "actions": [
                        {
                            "action": "CREATE",
                            "nextState": "CREATED",
                            "roles": [
                                "EST_CREATOR"
                            ]
                        }
                    ]
                },
                {
                    "sla": null,
                    "state": "CREATED",
                    "applicationStatus": "CREATED",
                    "docUploadRequired": false,
                    "isStartState": true,
                    "isTerminateState": false,
                    "isStateUpdatable": true,
                    "actions": [
                        {
                            "action": "CHECK",
                            "nextState": "CHECKED",
                            "roles": [
                                "EST_CHECKER"
                            ]
                        },
                        {
                            "action": "REJECT",
                            "nextState": "REJECTED",
                            "roles": [
                                "EST_CHECKER"
                            ]
                        }
                    ]
                },
                {
                    "sla": null,
                    "state": "CHECKED",
                    "applicationStatus": "CHECKED",
                    "docUploadRequired": false,
                    "isStartState": false,
                    "isTerminateState": false,
                    "isStateUpdatable": true,
                    "actions": [
                        {
                            "action": "TECHNICALSANCATION",
                            "nextState": "TECHNICALSANCATIONDONE",
                            "roles": [
                                "EST_TECH_SANC"
                            ]
                        },
                        {
                            "action": "REJECT",
                            "nextState": "REJECTED",
                            "roles": [
                                "EST_TECH_SANC"
                            ]
                        }
                    ]
                },
                {
                    "sla": null,
                    "state": "TECHNICALSANCATIONDONE",
                    "applicationStatus": "TECHNICALSANCATIONDONE",
                    "docUploadRequired": false,
                    "isStartState": false,
                    "isTerminateState": false,
                    "isStateUpdatable": true,
                    "actions": [
                        {
                            "action": "ADMINSANCTION",
                            "nextState": "APPROVED",
                            "roles": [
                                "EST_ADMIN_SANC"
                            ]
                        },
                        {
                            "action": "REJECT",
                            "nextState": "REJECTED",
                            "roles": [
                                "EST_ADMIN_SANC"
                            ]
                        }
                    ]
                },
                {
                    "sla": null,
                    "state": "REJECTED",
                    "applicationStatus": "REJECTED",
                    "docUploadRequired": false,
                    "isStartState": false,
                    "isTerminateState": false,
                    "isStateUpdatable": true,
                    "actions": [
                        {
                            "action": "EDIT",
                            "nextState": "CREATED",
                            "roles": [
                                "EST_CREATOR"
                            ]
                        }
                    ]
                },
                {
                    "sla": null,
                    "state": "APPROVED",
                    "applicationStatus": "APPROVED",
                    "docUploadRequired": false,
                    "isStartState": false,
                    "isTerminateState": true,
                    "isStateUpdatable": false,
                    "actions": null
                }
            ]
        }
    ]
}

Sample Curl to fetch ProcessInstance

curl 'https://works-dev.digit.org/estimate-service/estimate/v1/_search?tenantId=pb.amritsar&department=DEPT_1&typeofwork=Road&fromProposalDate=1667241000000&toProposalDate=1667845799000&limit=10&sortBy=department&sortOrder=DESC&_=1667829358481' \
  -H 'authority: works-dev.digit.org' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.9' \
  -H 'content-type: application/json;charset=UTF-8' \
  -H 'origin: https://works-dev.digit.org' \
  -H 'referer: https://works-dev.digit.org/works-ui/employee/works/search-Estimate' \
  -H 'sec-ch-ua: "Google Chrome";v="107", "Chromium";v="107", "Not=A?Brand";v="24"' \
  -H 'sec-ch-ua-mobile: ?0' \
  -H 'sec-ch-ua-platform: "Linux"' \
  -H 'sec-fetch-dest: empty' \
  -H 'sec-fetch-mode: cors' \
  -H 'sec-fetch-site: same-origin' \
  -H 'user-agent: Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/107.0.0.0 Safari/537.36' \
  --data-raw '{
    "RequestInfo":{
      "apiId":"Rainmaker",
      "authToken":"153c3161-55ce-4485-96fa-f67ea9757eea",
      "msgId":"1667829358480|en_IN",
      "plainAccessRequest":{}
    }
  }'

Taking Actions on Estimate

An Action bar on the View Estimate Screen shows the list of actions

Forward Estimate
Reject Estimate
Modify Estimate
Approve Estimate

When any action is clicked respective popup is rendered according to the selected action. We have created three popups for approve, forward and reject. They are shown below

When these popups are submitted, Update Estimate API is called containing the relevant updates in the workflow object contained in request body. Estimate service internally calls the workflow service and updates the status of application.

Sample curl for Update Estimate

curl 'http://localhost:3000/estimate-service/estimate/v1/_update' \
  -H 'Accept: application/json, text/plain, */*' \
  -H 'Accept-Language: en-US,en;q=0.9' \
  -H 'Connection: keep-alive' \
  -H 'Content-Type: application/json;charset=UTF-8' \
  -H 'Origin: http://localhost:3000' \
  -H 'Referer: http://localhost:3000/works-ui/employee/works/view-estimate?tenantId=pb.amritsar&estimateNumber=EP/2022-23/11/000143&department=DEPT_1' \
  -H 'Sec-Fetch-Dest: empty' \
  -H 'Sec-Fetch-Mode: cors' \
  -H 'Sec-Fetch-Site: same-origin' \
  -H 'User-Agent: Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/107.0.0.0 Safari/537.36' \
  -H 'sec-ch-ua: "Google Chrome";v="107", "Chromium";v="107", "Not=A?Brand";v="24"' \
  -H 'sec-ch-ua-mobile: ?0' \
  -H 'sec-ch-ua-platform: "Linux"' \
  --data-raw '{
      "estimate":{
          "id":"e9d1e26c-7231-4fad-97f0-297dab173c23",
          "tenantId":"pb.amritsar",
          "estimateNumber":"EP/2022-23/11/000143",
          "adminSanctionNumber":null,
          "proposalDate":1667824800917,
          "status":"ACTIVE",
          "estimateStatus":"CREATED",
          "subject":"Construct new schools",
          "requirementNumber":"88888999",
          "description":"Construct new schools",
          "department":"DEPT_1",
          "location":"pb.amritsar:ADMIN:pb.amritsar:Z1:B2:SUN40",
          "workCategory":"Engineering",
          "beneficiaryType":"SC",
          "natureOfWork":"Operation & Maintenance",
          "typeOfWork":"Road",
          "subTypeOfWork":"RD01",
          "entrustmentMode":"e-Procurement",
          "fund":"02",
          "function":"0003",
          "budgetHead":"03",
          "scheme":"AMRUT",
          "subScheme":"AMRUT-01",
          "totalAmount":null,
          "estimateDetails":[{
              "id":"4cbef8e4-aa3c-4c93-a954-a94f04ea8c96",
              "estimateDetailNumber":"EP/2022-23/11/000143/000124",
              "name":"Amrut Yojana",
              "amount":98760,
              "additionalDetails":null
          }],
          "auditDetails":{
              "createdBy":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f",
              "lastModifiedBy":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f",
              "createdTime":1667824800916,
              "lastModifiedTime":1667824800916
          },
          "additionalDetails":{
              "owner":"Est Super User",
              "formData":{},
              "createdBy":"Est Super User",
              "filesAttached":[]
          }
      },
      "workflow":{
              "action":"CHECK",
              "comment":"Okay",
              "assignees":["c8d0093a-4d2b-495f-8bdf-fd9d3594e43f"]
      },
      "RequestInfo":{
              "apiId":"Rainmaker",
              "authToken":"153c3161-55ce-4485-96fa-f67ea9757eea",
              "userInfo":{
                  "id":110,
                  "uuid":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f",
                  "userName":"EST_SUPER",
                  "name":"Est Super User",
                  "mobileNumber":"9876543210",
                  "emailId":"",
                  "locale":null,
                  "type":"EMPLOYEE",
                  "roles":[
                      {
                      "name":"Employee",
                      "code":"EMPLOYEE",
                      "tenantId":"pb.amritsar"
                      },{
                      "name":"EST_CHECKER",
                      "code":"EST_CHECKER",
                      "tenantId":"pb.amritsar"
                      },{
                      "name":"EST TECH SANC",
                      "code":"EST_TECH_SANC",
                      "tenantId":"pb.amritsar"
                      },{
                      "name":"EST FIN SANC",
                      "code":"EST_FIN_SANC",
                      "tenantId":"pb.amritsar"
                      }
                  ],
                  "active":true,
                  "tenantId":"pb.amritsar",
                  "permanentCity":null
              },
          "msgId":"1667833964561|en_IN","plainAccessRequest":{}
      }
      }'

Users must have the respective roles for taking actions on the Estimate, Otherwise the Action Bar will not be visible. And users can only take actions on the applications assigned to them.

Response Screen

Upon successful update a response screen is displayed as follows

Role-Action Mapping

Role

Action

EST_CHECKER

CHECK (Check and Forward) / REJECT

EST_TECH_SANC

TECHNICALSANCTION (Check and Forward) / REJECT

EST_ADMIN_SANC

ADMINSANCTION (Approve) / REJECT

PreviousCreate Estimate NextModify Estimate

Was this helpful?

{ "RequestInfo": { "apiId": "estimate-service", "action": "", "did": 1, "key": "", "msgId": "20170310130900|en_IN", "requesterId": "", "ts": 1513579888683, "ver": "1.0.0", "authToken": "94ecb06f-8e5b-4798-af8f-56a987560209", "userInfo":{ "uuid":"7e46e32c-187c-4fb4-9d6b-1ac70fa8f011" } }, "BusinessServices": [ { "tenantId": "pb", "businessService": "estimate-approval-2", "business": "estimate-service", "businessServiceSla": 432000000, "states": [ { "sla": null, "state": null, "applicationStatus": null, "docUploadRequired": false, "isStartState": true, "isTerminateState": false, "isStateUpdatable": true, "actions": [ { "action": "CREATE", "nextState": "CREATED", "roles": [ "EST_CREATOR" ] } ] }, { "sla": null, "state": "CREATED", "applicationStatus": "CREATED", "docUploadRequired": false, "isStartState": true, "isTerminateState": false, "isStateUpdatable": true, "actions": [ { "action": "CHECK", "nextState": "CHECKED", "roles": [ "EST_CHECKER" ] }, { "action": "REJECT", "nextState": "REJECTED", "roles": [ "EST_CHECKER" ] } ] }, { "sla": null, "state": "CHECKED", "applicationStatus": "CHECKED", "docUploadRequired": false, "isStartState": false, "isTerminateState": false, "isStateUpdatable": true, "actions": [ { "action": "TECHNICALSANCATION", "nextState": "TECHNICALSANCATIONDONE", "roles": [ "EST_TECH_SANC" ] }, { "action": "REJECT", "nextState": "REJECTED", "roles": [ "EST_TECH_SANC" ] } ] }, { "sla": null, "state": "TECHNICALSANCATIONDONE", "applicationStatus": "TECHNICALSANCATIONDONE", "docUploadRequired": false, "isStartState": false, "isTerminateState": false, "isStateUpdatable": true, "actions": [ { "action": "ADMINSANCTION", "nextState": "APPROVED", "roles": [ "EST_ADMIN_SANC" ] }, { "action": "REJECT", "nextState": "REJECTED", "roles": [ "EST_ADMIN_SANC" ] } ] }, { "sla": null, "state": "REJECTED", "applicationStatus": "REJECTED", "docUploadRequired": false, "isStartState": false, "isTerminateState": false, "isStateUpdatable": true, "actions": [ { "action": "EDIT", "nextState": "CREATED", "roles": [ "EST_CREATOR" ] } ] }, { "sla": null, "state": "APPROVED", "applicationStatus": "APPROVED", "docUploadRequired": false, "isStartState": false, "isTerminateState": true, "isStateUpdatable": false, "actions": null } ] } ] }

curl 'https://works-dev.digit.org/estimate-service/estimate/v1/_search?tenantId=pb.amritsar&department=DEPT_1&typeofwork=Road&fromProposalDate=1667241000000&toProposalDate=1667845799000&limit=10&sortBy=department&sortOrder=DESC&_=1667829358481' \ -H 'authority: works-dev.digit.org' \ -H 'accept: application/json, text/plain, */*' \ -H 'accept-language: en-US,en;q=0.9' \ -H 'content-type: application/json;charset=UTF-8' \ -H 'origin: https://works-dev.digit.org' \ -H 'referer: https://works-dev.digit.org/works-ui/employee/works/search-Estimate' \ -H 'sec-ch-ua: "Google Chrome";v="107", "Chromium";v="107", "Not=A?Brand";v="24"' \ -H 'sec-ch-ua-mobile: ?0' \ -H 'sec-ch-ua-platform: "Linux"' \ -H 'sec-fetch-dest: empty' \ -H 'sec-fetch-mode: cors' \ -H 'sec-fetch-site: same-origin' \ -H 'user-agent: Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/107.0.0.0 Safari/537.36' \ --data-raw '{ "RequestInfo":{ "apiId":"Rainmaker", "authToken":"153c3161-55ce-4485-96fa-f67ea9757eea", "msgId":"1667829358480|en_IN", "plainAccessRequest":{} } }'

curl 'http://localhost:3000/estimate-service/estimate/v1/_update' \ -H 'Accept: application/json, text/plain, */*' \ -H 'Accept-Language: en-US,en;q=0.9' \ -H 'Connection: keep-alive' \ -H 'Content-Type: application/json;charset=UTF-8' \ -H 'Origin: http://localhost:3000' \ -H 'Referer: http://localhost:3000/works-ui/employee/works/view-estimate?tenantId=pb.amritsar&estimateNumber=EP/2022-23/11/000143&department=DEPT_1' \ -H 'Sec-Fetch-Dest: empty' \ -H 'Sec-Fetch-Mode: cors' \ -H 'Sec-Fetch-Site: same-origin' \ -H 'User-Agent: Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/107.0.0.0 Safari/537.36' \ -H 'sec-ch-ua: "Google Chrome";v="107", "Chromium";v="107", "Not=A?Brand";v="24"' \ -H 'sec-ch-ua-mobile: ?0' \ -H 'sec-ch-ua-platform: "Linux"' \ --data-raw '{ "estimate":{ "id":"e9d1e26c-7231-4fad-97f0-297dab173c23", "tenantId":"pb.amritsar", "estimateNumber":"EP/2022-23/11/000143", "adminSanctionNumber":null, "proposalDate":1667824800917, "status":"ACTIVE", "estimateStatus":"CREATED", "subject":"Construct new schools", "requirementNumber":"88888999", "description":"Construct new schools", "department":"DEPT_1", "location":"pb.amritsar:ADMIN:pb.amritsar:Z1:B2:SUN40", "workCategory":"Engineering", "beneficiaryType":"SC", "natureOfWork":"Operation & Maintenance", "typeOfWork":"Road", "subTypeOfWork":"RD01", "entrustmentMode":"e-Procurement", "fund":"02", "function":"0003", "budgetHead":"03", "scheme":"AMRUT", "subScheme":"AMRUT-01", "totalAmount":null, "estimateDetails":[{ "id":"4cbef8e4-aa3c-4c93-a954-a94f04ea8c96", "estimateDetailNumber":"EP/2022-23/11/000143/000124", "name":"Amrut Yojana", "amount":98760, "additionalDetails":null }], "auditDetails":{ "createdBy":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f", "lastModifiedBy":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f", "createdTime":1667824800916, "lastModifiedTime":1667824800916 }, "additionalDetails":{ "owner":"Est Super User", "formData":{}, "createdBy":"Est Super User", "filesAttached":[] } }, "workflow":{ "action":"CHECK", "comment":"Okay", "assignees":["c8d0093a-4d2b-495f-8bdf-fd9d3594e43f"] }, "RequestInfo":{ "apiId":"Rainmaker", "authToken":"153c3161-55ce-4485-96fa-f67ea9757eea", "userInfo":{ "id":110, "uuid":"c8d0093a-4d2b-495f-8bdf-fd9d3594e43f", "userName":"EST_SUPER", "name":"Est Super User", "mobileNumber":"9876543210", "emailId":"", "locale":null, "type":"EMPLOYEE", "roles":[ { "name":"Employee", "code":"EMPLOYEE", "tenantId":"pb.amritsar" },{ "name":"EST_CHECKER", "code":"EST_CHECKER", "tenantId":"pb.amritsar" },{ "name":"EST TECH SANC", "code":"EST_TECH_SANC", "tenantId":"pb.amritsar" },{ "name":"EST FIN SANC", "code":"EST_FIN_SANC", "tenantId":"pb.amritsar" } ], "active":true, "tenantId":"pb.amritsar", "permanentCity":null }, "msgId":"1667833964561|en_IN","plainAccessRequest":{} } }'