Docs Tab

From UG

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 BA 6.2 Add file counter 7 DB

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