Docs Tab

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Revision as of 13:17, 13 May 2010

General Info and Scope

Classified As: (large) component
Parent Mantis: 1686

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

Business Needs and Requirements

m1940
Need to add ability to edit the "Show to client" checkbox in the Shipment Reports table.

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.

Show to client

This must be editable at any time

Technical Specification

Summary

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.

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

Entities and Attributes

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

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)

Look And Feel

Figures

Figure 1: Docs Tab, Default state

Figure 2: Pdf template example

Figure 3: Pdf preview

Figure 4: Edit Document

Questions and RFC

Known Non Critical Bugs

History

BA

1940
See Show to client

Add file counter

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

DB

@@ Line 20: / Line 20: @@
 * m1940
+* Need to add ability to edit the "Show to client" checkbox in the Shipment Reports table.
 === Save Pdf Draft feature ===