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Estimate

Overview

An estimate proposal is the simplest form of estimate that is created to start detailing the scope and financial aspects of a project.

An estimate proposal contains

Administrative details (Department, Work type, Work Category etc)
Financial Details (Fund, Function, Budget heads COA etc)
Work Details (Name of the work, estimated amount)
Processing details (Approving department, Approver designation)

Create Estimate

Create an Estimate Proposal

Add Module MDMS (Master Data Management Service) Configuration

When creating a works module, the module needs to be enabled in citymodule.json.Add the Following details in citymodule.json

{
    "tenantId": "pb",
    "moduleName": "tenant",
    "citymodule": [
        {
            "module": "Works",
            "code": "Works",
            "active": true,
            "order": 1,
            "tenants": [
                {
                    "code": "pb.jalandhar"
                },
                {
                    "code": "pb.nawanshahr"
                },
                {
                    "code": "pb.amritsar"
                }
            ]
        }
}

Estimate Creator will have link to create estimate from estimate inbox screen.

Clicking on this will open create estimate screen.

Add create Estimate mdms config

Add the following MDMS config to fetch the values of different dropdown filed of create estimate

MDMS config for Depatment
{
    tenant,   //pb
    "common-masters",
        [
            {
                "name": "Department"
            }
        ]
}

MDMS config for Beneficiary Type, Entrustment Mode, Nature Of Work, Type Of Work
{
     tenant,    //pb
        "works",
        [
            {
                "name": "BeneficiaryType"
            },
            {
                "name": "EntrustmentMode"
            },
            {
                "name": "NatureOfWork"
            },
            {
                "name": "TypeOfWork"
            },
        ]
}

MDMS config for Scheme, Budget Head, Functions, Fund
{
    tenant,
        "finance",
        [
            {
                "name": "Scheme"
            },
            {
                "name": "BudgetHead"
            },
            {
                "name": "Functions"
            },
            {
                "name": "Fund"
            }
        ]
}

MDMS config for location
{
    tenantId,  //pb.amritsar || pb.jalandhar etc.
        "egov-location",
        [
            {
                "name": "TenantBoundary"
            },
        ]
}

Once the above details are filled, user needs to forward estimate to concerned department and official for checking. Forwarding is considered as part of estimate creation.Fill in the details and click “Forward Estimate”.

Each Work detail will be referred to as Sub-Estimate & sub Estimate will back track to all details of Estimate as-is. At least 1 Sub-Estimate has to be created to create an Estimate. Sum of All Amounts of Sub-Estimates is the Estimate Amount.

Once Create Estimate API call is successful, an acknowledgement screen is shown.

API Call Roll action-mapping

API

Action Id

Roles

/estimate-service/estimate/v1/_create

EST_CREATOR

Sample Curl for Create API

jcurl 'https://works-dev.digit.org/estimate-service/estimate/v1/_create' \
  -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/create-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 '{
        "estimate": {
            "tenantId":"pb.amritsar",
            "status":"ACTIVE",
            "estimateStatus":"ACTIVE",
            "subject":"Construct new schools",
            "requirementNumber":"78960",
            "description":"Construct new schools",
            "department":"DEPT_3",
            "location":"pb.amritsar:ADMIN:pb.amritsar:Z1:B3:SUN08",
            "workCategory":"Engineering",
            "beneficiaryType":"Minority",
            "natureOfWork":"Operation & Maintenance",
            "typeOfWork":"Road",
            "subTypeOfWork":"RD02",
            "entrustmentMode":"Nomination",
            "fund":"01",
            "function":"0006",
            "budgetHead":"02",
            "scheme":"AMRUT",
            "subScheme":"AMRUT-01",
            "estimateDetails":[{
                "name":"Amrut Yojana",
                "amount":"90876"
            }],
            "additionalDetails":{
            "formData":{},
            "createdBy":"Est Super User",
            "owner":"Est Super User",
            },
        "workflow":{
            "action":"CREATE",
            "comment":"",
            "assignees":["88bd1b70-dd6d-45f7-bcf7-5aa7a6fae7d9"]
        },
        "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 CREATOR",
                    "code":"EST_CREATOR",
                    "tenantId":"pb.amritsar"
                }],
                "active":true,
                "tenantId":"pb.amritsar",
                "permanentCity":null
            },
        "msgId":"1667826119526|en_IN",
        "plainAccessRequest":{}
        }
    }'

Some of the dropdown data is fetched from mdms and hrms search API

PageComponent

Data Source

API

Executing Department

mdms

{

tenant,

"common-masters",

[ { "name": "Department" } ]

}

Ward, Location

mdms

{

"pb.amritsar",

"egov-location",

[ { "name": "TenantBoundary" }]

}

Beneficiary, Nature of Work, Type of Work

mdms

{

"pb,

"works",

[ { "name": "BeneficiaryType" },

{ "name": "EntrustmentMode" },

{ "name": "NatureOfWork" },

{ "name": "TypeOfWork" }, ]

}

Fund, Function, Budget Head,Scheme, subSchem

mdms

{

"pb",

"finance",

[ { "name": "BudgetHead" },

{ "name": "Functions" },

{ "name": "Fund" },

{ "name": "Scheme"} ]

}

Designation of officer in charge

hrms

/egov-hrms/employees/_search

Name of officer in charge

hrms

/egov-hrms/employees/_search

Localization keys are added under the ‘rainmaker-works’ locale module. In future if any new labels are implemented in works module that should also be pushed in the locale DB under rainmaker-works locale module. Below is the example of few locale labels for hindi and English.

{
    "code":"ACTION_TEST_CREATE_ESTIMATE",
    "message":"अनुमान बनाएँ",
    "module":"rainmaker-works",
    "locale":"hi_IN"
}

{
    "code":"ACTION_TEST_CREATE_ESTIMATE",
    "message":"Create Estimate",
    "module":"rainmaker-works",
    "locale":"en_IN"
}

Roles - Action

Role

Actions

Creator (EST_CREATOR)

Create/Edit(Rejected) Estimate and Forawrded

Checket1 (EST_CHECKER)

Checked Estimate and Forwarded

Checker2 (EST_TECH_SANC)

Checked Estimate and Forwarded

Admin Approver (EST_ADMIN_SANC)

Approved Estimate

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

Modify Estimate

Modify Estimate and Re-Submit Estimate

An Estimate proposal that is rejected by any user in the workflow will reach creators inbox.
Creator has to make necessary changes and resubmit the Proposal
A Rejected Proposal will have status as Rejected in Creators Inbox.

Clicking on Estimate ID from inbox will open estimates view page.

Clicking Actions-> Modify Estimate will make page editable

Except Date of Proposal everything will be editable. Estimate Proposal ID which is generated initially shown in modify screen.

From here on the flow is same as that of Create Estimate. Once this Estimate is submitted it is again moved to the respective Checker's inbox for approval. Estimate can be rejected any number of times due to any specific reason which can be mentioned in the comments and the same comments are reflected in the View Estimate screen.

Upon Successful update relevant acknowledgement screen displayed.

An Estimate that is approved and sent to next stage wont be editable.

Create Estimate

Create an Estimate Proposal

Add Module MDMS (Master Data Management Service) Configuration

When creating a works module, the module needs to be enabled in citymodule.json.Add the Following details in citymodule.json

{
    "tenantId": "pb",
    "moduleName": "tenant",
    "citymodule": [
        {
            "module": "Works",
            "code": "Works",
            "active": true,
            "order": 1,
            "tenants": [
                {
                    "code": "pb.jalandhar"
                },
                {
                    "code": "pb.nawanshahr"
                },
                {
                    "code": "pb.amritsar"
                }
            ]
        }
}

Estimate Creator will have link to create estimate from estimate inbox screen.

Clicking on this will open create estimate screen.

Add create Estimate mdms config

Add the following MDMS config to fetch the values of different dropdown filed of create estimate

MDMS config for Depatment
{
    tenant,   //pb
    "common-masters",
        [
            {
                "name": "Department"
            }
        ]
}

MDMS config for Beneficiary Type, Entrustment Mode, Nature Of Work, Type Of Work
{
     tenant,    //pb
        "works",
        [
            {
                "name": "BeneficiaryType"
            },
            {
                "name": "EntrustmentMode"
            },
            {
                "name": "NatureOfWork"
            },
            {
                "name": "TypeOfWork"
            },
        ]
}

MDMS config for Scheme, Budget Head, Functions, Fund
{
    tenant,
        "finance",
        [
            {
                "name": "Scheme"
            },
            {
                "name": "BudgetHead"
            },
            {
                "name": "Functions"
            },
            {
                "name": "Fund"
            }
        ]
}

MDMS config for location
{
    tenantId,  //pb.amritsar || pb.jalandhar etc.
        "egov-location",
        [
            {
                "name": "TenantBoundary"
            },
        ]
}

Once Create Estimate API call is successful, an acknowledgement screen is shown.

API Call Roll action-mapping

API

Action Id

Roles

/estimate-service/estimate/v1/_create

EST_CREATOR

Sample Curl for Create API

jcurl 'https://works-dev.digit.org/estimate-service/estimate/v1/_create' \
  -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/create-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 '{
        "estimate": {
            "tenantId":"pb.amritsar",
            "status":"ACTIVE",
            "estimateStatus":"ACTIVE",
            "subject":"Construct new schools",
            "requirementNumber":"78960",
            "description":"Construct new schools",
            "department":"DEPT_3",
            "location":"pb.amritsar:ADMIN:pb.amritsar:Z1:B3:SUN08",
            "workCategory":"Engineering",
            "beneficiaryType":"Minority",
            "natureOfWork":"Operation & Maintenance",
            "typeOfWork":"Road",
            "subTypeOfWork":"RD02",
            "entrustmentMode":"Nomination",
            "fund":"01",
            "function":"0006",
            "budgetHead":"02",
            "scheme":"AMRUT",
            "subScheme":"AMRUT-01",
            "estimateDetails":[{
                "name":"Amrut Yojana",
                "amount":"90876"
            }],
            "additionalDetails":{
            "formData":{},
            "createdBy":"Est Super User",
            "owner":"Est Super User",
            },
        "workflow":{
            "action":"CREATE",
            "comment":"",
            "assignees":["88bd1b70-dd6d-45f7-bcf7-5aa7a6fae7d9"]
        },
        "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 CREATOR",
                    "code":"EST_CREATOR",
                    "tenantId":"pb.amritsar"
                }],
                "active":true,
                "tenantId":"pb.amritsar",
                "permanentCity":null
            },
        "msgId":"1667826119526|en_IN",
        "plainAccessRequest":{}
        }
    }'

Some of the dropdown data is fetched from mdms and hrms search API

PageComponent

Data Source

API

Executing Department

mdms

{

tenant,

"common-masters",

[ { "name": "Department" } ]

}

Ward, Location

mdms

{

"pb.amritsar",

"egov-location",

[ { "name": "TenantBoundary" }]

}

Beneficiary, Nature of Work, Type of Work

mdms

{

"pb,

"works",

[ { "name": "BeneficiaryType" },

{ "name": "EntrustmentMode" },

{ "name": "NatureOfWork" },

{ "name": "TypeOfWork" }, ]

}

Fund, Function, Budget Head,Scheme, subSchem

mdms

{

"pb",

"finance",

[ { "name": "BudgetHead" },

{ "name": "Functions" },

{ "name": "Fund" },

{ "name": "Scheme"} ]

}

Designation of officer in charge

hrms

/egov-hrms/employees/_search

Name of officer in charge

hrms

/egov-hrms/employees/_search

{
    "code":"ACTION_TEST_CREATE_ESTIMATE",
    "message":"अनुमान बनाएँ",
    "module":"rainmaker-works",
    "locale":"hi_IN"
}

{
    "code":"ACTION_TEST_CREATE_ESTIMATE",
    "message":"Create Estimate",
    "module":"rainmaker-works",
    "locale":"en_IN"
}

Roles - Action

Role

Actions

Creator (EST_CREATOR)

Create/Edit(Rejected) Estimate and Forawrded

Checket1 (EST_CHECKER)

Checked Estimate and Forwarded

Checker2 (EST_TECH_SANC)

Checked Estimate and Forwarded

Admin Approver (EST_ADMIN_SANC)

Approved Estimate

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

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.