HOCO B2B
Team tasksAkram

DES-19 — Day 19 — Back-office: field ops, promotions, support, reports, admin

Delegates, zones, objectives, tour planner/editor/live detail, visits, checklists; promotions editor, banners; tickets, announcements, templates; reports and exports; users, roles matrix, audit, settings, reference lists, app versions, imports.

FieldDetails
Task codeDES-19
PhaseP0 — Foundations (cadrage, UX/UI, architecture & contract)
Product scopeV1
StatusPlanned
StartThu 12 Nov 2026
DueThu 12 Nov 2026
ResponsibleAkram — UI/UX designer
Co-responsible—
Effort1 person-day(s) planned · 1.25 from scratch · size S
Area · appBack-office design · design
Depends onDES-18
UnblocksDSH-08, DES-20
MilestonesBack-office designs ready for client review

Summary

Delegates, zones, objectives, tour planner/editor/live detail, visits, checklists; promotions editor, banners; tickets, announcements, templates; reports and exports; users, roles matrix, audit, settings, reference lists, app versions, imports.

Description

Day 19 is the longest day: 29 back-office pages for field operations, promotions, support, reports and administration. Only 8 are bespoke (BO-17, BO-19, BO-21, BO-22, BO-23, BO-50, BO-59, BO-62); the other 21 are produced as filled page specs on the Day-4 templates, not pixel mocks. Inputs: cahier §3.1, §4.5, §4.6 and §10; FLD-01/02/03/04/08/09/10/12/13/14/16/17, PRM-01…05, SUP-02/04/05, NOT-04/07, ANA-03/04/05, ADM-01…08, AUD-01/03, ACL-02, SEC-06; and the matching admin.* operations, including admin.supportRegions.crud and admin.tickets.resolve. The 17 Oct decisions apply here too: no stock-display setting, customer type available as a promotion audience, and support regions with WhatsApp numbers (BO-70). The day ends with the milestone « Back-office designs ready for client review » (checkpoint 5). Consumers: Anis's DSH-08 (BO-16…26), DSH-09 (BO-49…51), DSH-10 (BO-55…58), DSH-11 (BO-59, BO-60) and DSH-12 (BO-61…68, BO-70).

Subtasks

#SubtaskOwner
1BO-21 Planning des tournées + BO-22 Éditeur de tournée (bespoke, shared layout: calendar or stop list on the left, map on the right): delegates × days week view, TourStatus chips, drag with conflict state; stops with priority and time slots; Ordre imposé / recommandé; « Recommander l'ordre » previewed before it is applied (FLD-17)Akram
2BO-23 Tournée en direct (reuses the BO-06 map): track, check-ins vs store position, visit progress, not-done reasons, closing report, « Rouvrir la tournée » with a reason. BO-19 Zones: assign wilayas and communes on a map, with a warning when a commune already belongs to another zone. BO-17 Délégué: objectives vs actual, conversion, tour historyAkram
3Field template specs: BO-16 delegates list, BO-18 delegate create/edit (account, zones, objectives), BO-20 objectives (metric × period grid), BO-24 visits list, BO-25 visit detail (distance to store at check-in, photos, report, validation of a new point of sale per FLD-14), BO-26 visit types and checklist templates (required photos per type)Akram
4BO-50 Promotion (bespoke): type (Remise en %, Remise en montant, Prix promotionnel, Livraison offerte), value, dates, scope (products, categories, brands), audience (wilaya, segment, customer type, brand, volume), stacking and priority, stock cap, preview of the resulting price for each customer type. BO-49 list with PromotionStatus pills. BO-51 banners and daily offers (2:1 with 80 % safe area, live text fields, schedule, countdown, order)Akram
5Support specs: BO-55 tickets (TicketType including SAV, status, assignee, age); BO-56 ticket detail (conversation, amber internal notes, assignment; for AFTER_SALES claims a diagnosis panel and the resolution actions); BO-57 announcements (target delegates or resellers by zone or segment, schedule, read count); BO-58 notification templates and rules (event × channel, variables, preview, FR filled / AR placeholder, delivery log)Akram
6BO-59 Rapports (bespoke): the ANA-03 catalogue (revenue by period / zone / delegate / reseller / brand / product, conversion and first orders, stock-outs and slow movers, pending / late / cancelled / returned orders) with filters, totals, chart + table, export. BO-60 export centre with JobStatus pills, download and expiryAkram
7BO-62 Rôles et permissions (bespoke): 18 modules × 7 actions grid, row and column toggles, highlighted changes, confirmation before saving, 8 roles from RoleKeyAkram
8Admin specs: BO-61 users (deactivate without deleting history, reset password), BO-63 activity log (AuditAction filters, export), BO-65 reference lists (the 8 listKeys), BO-66 app versions (minimum / latest, forced update, maintenance), BO-67 data imports (wizard reused from BO-32), BO-68 my profile and sessionsAkram
9BO-64 Paramètres: sections order minimums, reservation status, order-confirmation reminder hours, GPS tolerance / frequency / retention, credit policy, stacking, payment methods, delivery fees. Each setting shows its unit and default (« 150 m par défaut »). There is no stock-display settingAkram
10BO-70 Régions d'assistance: name, wilayas (each in exactly one region; conflict warning), WhatsApp number stored E.164 and shown 0555 12 34 56, opening hours per day, default region for visitors with no resolved location; preview of the reseller WhatsApp cardAkram
11Client checkpoint 5 (60 min): shell, dashboards, CRM, orders to confirm, delivery board, toursAkram
12Feasibility review of the 8 bespoke pages (calendar drag, zone map editor, permission matrix, report builder)Anis

Deliverables

  • Claude Design › Back-office › BO · Field, BO · Promotions, BO · Support & communication, BO · Reports, BO · Administration with 8 bespoke pages fully designed
  • 21 filled page specs (title, columns, filters, row and bulk actions, form fields, tabs, permission, empty-state copy) on the Day-4 templates
  • Checkpoint 5 feedback list consolidated for DES-22

Acceptance criteria

  • All 29 pages exist, as a bespoke design or a filled page spec
  • The promotion audience includes customer type, and the preview shows the price for each of the three types
  • BO-70 enforces one region per wilaya and has a default region
  • BO-64 has no stock-display setting, and every setting shows its unit and default
  • The permission matrix covers 18 modules × 7 actions and needs confirmation before saving
  • Anis's review answer is OK or OK with notes

Requirements covered

RequirementTitleRelease
FLD-03Tour planning: daily, weekly or monthly; ordered stops (imposed or recommended); priorities and time slotsV1
FLD-13Live follow-up in the back-office: delegates on tour, positions, visit progressV1
PRM-01Simple promotions: daily offers, scheduled promotions, temporary discounts on products, categories or brandsV1
ADM-02Roles and permissions editorV1

Screens

ScreenNameApp
BO-16Delegates listBO
BO-17Delegate detail & performanceBO
BO-18Delegate create / editBO
BO-19Zones (list + map editor)BO
BO-20ObjectivesBO
BO-21Tour planner (calendar)BO
BO-22Tour editor (stops, order, recommendation)BO
BO-23Tour live detailBO
BO-24Visits listBO
BO-25Visit detailBO
BO-26Visit types & checklist templatesBO
BO-49Promotions listBO
BO-50Promotion editorBO
BO-51Banners & daily offersBO
BO-55Tickets listBO
BO-56Ticket detailBO
BO-57AnnouncementsBO
BO-58Notification templates & rulesBO
BO-59Reports libraryBO
BO-60Export centreBO
BO-61UsersBO
BO-62Roles & permissions matrixBO
BO-63Activity logBO
BO-64Business settingsBO
BO-65Reference listsBO
BO-66Mobile app versionsBO
BO-67Data importsBO
BO-68My profile & sessionsBO
BO-70Support regions & WhatsApp numbersBO

Test measures

  • Spec completeness check: each template page has all 8 spec fields filled
  • Walkthrough with Anis: plan a tour in BO-22 → follow it live in BO-23 → reopen it
  • Checkpoint 5 with HOCO: decisions logged by Anis

Risks

  • 29 pages do not fit in one day — finish the 8 bespoke pages first; the support, reports and admin specs may slip into DES-22 without blocking, because DSH-10…DSH-12 start after handoff.
  • The tour planner overlaps with V2 optimisation (FLD-18) — V1 shows only the nearest-neighbour « Recommander l'ordre » preview, with no routing engine UI.

KPI

  • Delivered by Thu 12 Nov 2026 within 1 person-day(s).
  • Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
  • Zero open critical defects, permission gaps or data-integrity regressions at sign-off.

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