Docs Tab

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[[Category:OpsPdfs]]
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[[Category:OpsPdfsMisc]]
== General Info and Scope ==
== General Info and Scope ==
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:* Condition: enable and allow user to edit
:* Condition: enable and allow user to edit
* Spec is updated: Y
* Spec is updated: Y
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* Final version:
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* Final version:[http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Docs_Tab&oldid=10783 10783]
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=== m1053 ===
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=== 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

[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
    • Delete Document button
    • 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
    • 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

File:Docs Tab Default state No saved docs.JPG

[edit] Figure 2: Pdf template example

File:Pdf template example.JPG

[edit] Figure 3: Pdf preview

File:Pdf preview.JPG


[edit] Figure 4: Edit Document

File:EditTemplate3.JPG

[edit] Questions and RFC

[edit] Known Non Critical Bugs

[edit] History

[edit] m1940

[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

[edit] DB

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