Docs Tab

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Revision as of 16:14, 30 March 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

...

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.

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.

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

Add file counter

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

DB

@@ Line 70: / Line 70: @@
 === Special Cases and Misc ===
+* Show template (for a group) button is ONLY appeared when there is a group case.
 === Look And Feel ===