Docs Tab

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Revision as of 15:31, 28 May 2010 (edit) Montira (Talk | contribs) (→User Interface and Functionality) ← Older edit		Current revision as of 17:42, 6 June 2010 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:OpsPdfs]]	+	[[Category:OpsPdfsMisc]]
	== General Info and Scope ==		== General Info and Scope ==
Line 124:		Line 124:
	==== SA ====		==== SA ====
	* Show to Client should be editable on Shipment Reports table		* Show to Client should be editable on Shipment Reports table
		+	* Show to client
		+	:* Type: check box
		+	:* Default: unchecked
		+	:* Condition: enable and allow user to edit
	* Spec is updated: Y		* Spec is updated: Y
-	* Final version:	+	* Final version:[http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Docs_Tab&oldid=10783 10783]
		+
		+	=== m1053 ===
-	=== m2053 ===
	=== Add file counter ===		=== Add file counter ===
	* http://mantis.jaguarfreight.com/mantis/view.php?id=1053		* http://mantis.jaguarfreight.com/mantis/view.php?id=1053

---

Current revision as of 17:42, 6 June 2010

Contents 1 General Info and Scope 1.1 Scope 2 Business Needs and Requirements 2.1 Save Pdf Draft feature 2.2 Show to client 3 Technical Specification 3.1 Summary 3.1.1 3 step process 3.2 User Interface and Functionality 3.3 Entities and Attributes 3.4 Special Cases and Misc 3.4.1 Steps 3.5 Look And Feel 3.6 Figures 3.6.1 Figure 1: Docs Tab, Default state 3.6.2 Figure 2: Pdf template example 3.6.3 Figure 3: Pdf preview 3.6.4 Figure 4: Edit Document 4 Questions and RFC 5 Known Non Critical Bugs 6 History 6.1 m1940 6.1.1 BA 6.1.2 SA 6.2 m1053 6.3 Add file counter 7 DB

[edit] General Info and Scope

• Classified As: (large) component
• Parent Mantis: 1686

[edit] Scope

This document covers:

• overall design of Doc Tab
• List of saved pdfs table
• pdf selection dropdown

It does not cover:

• pdf template generation
• pdf generation

[edit] Business Needs and Requirements

...

[edit] Save Pdf Draft feature

Add ability for operator to "save work". Common case: operator selects pdf; clicks "show template"; edits some info; get's distracted; opens some other CT, etc; opens that CT again - all edits from pdf template is gone. We need to be able to save and keep last changes to template for every doc.

[edit] Show to client

This must be editable at any time

[edit] Technical Specification

[edit] Summary

[edit] 3 step process

There are 3 independent steps:

• step 1) generate template based on CT record data
• step 2) tweak template
• step 3) generate pdf (based on template values) and print it

Important observation: generated pdf is defined only by template and not by default state of the template you get after step 1.

[edit] User Interface and Functionality

• Please see #Figure 4: Edit Document
• Docs Tab consists of
  • Existing Documents For CT for shipment reports(pdfs)
    • See #Figure 1: Docs Tab, Default state Section 1
    • Shipment Report table displays saved existing documents with date issued, Issued by, Document# (name), show to client option
  • View Document button
    • See #Figure 1: Docs Tab, Default state Section 2
    • This button allows user to view the saved document in pdf format
  • Delete Document button
    • See #Figure 1: Docs Tab, Default state Section 2
    • This button allows user to delete the saved document file from the system
  • Edit Document button
    • See #Figure 4: Edit Document Edit Document button
    • This button allows user to edit the last saved document template and re-generate a document in pdf format and save it as to replace the old one
  • Document option dropdown
    • See #Figure 1: Docs Tab, Default state Section 3
    • This dropdown provides choices of document that user would like to generate
  • Show template button
    • See #Figure 1: Docs Tab, Default state Section 3
    • This button is to show a new template for individual CT before generating a document, so user can enter info as he/she expect it to show on the pdf document
  • Show template (for a group)
    • See #Figure 4: Edit Document show template (for a group) button
    • This button is to show a new template for a group CT before generating a document, so user can enter info as he/she expect it to show on the pdf document
  • Show to client
    • Type: check box
    • Default: uncheck
    • Condition: enable and allow user to edit

[edit] Entities and Attributes

[edit] Special Cases and Misc

• Show template (for a group) button is ONLY appeared when there is a group case.
• Edit Document button is different than View and Delete Document

[edit] Steps

• User clicks on a document name on shipment reports table
• User clicks Edit Document button
• The last saved template for that particular document is appeared
• User can edit info on the template
• User clicks generate report
• Pdf document is generated
• User clicks Save and open in a new tab (saved it as to replace the old one)

[edit] Look And Feel

[edit] Figures

[edit] Figure 1: Docs Tab, Default state

[edit] Figure 2: Pdf template example

[edit] Figure 3: Pdf preview

[edit] Figure 4: Edit Document

[edit] Questions and RFC

[edit] Known Non Critical Bugs

[edit] History

[edit] m1940

• 1940

[edit] BA

• Need to have ability to edit the "Show to client" checkbox on the Shipment Reports table.
• current revision

[edit] SA

• Show to Client should be editable on Shipment Reports table
• Show to client

• Type: check box
• Default: unchecked
• Condition: enable and allow user to edit

• Spec is updated: Y
• Final version:10783

[edit] m1053

[edit] Add file counter

• http://mantis.jaguarfreight.com/mantis/view.php?id=1053
• for both Master and CT

[edit] DB