= DrawMGT - V11.6 =
<<TableOfContents>>

= Features =
Description of end-user features, that we can explain to customers or put in our public web site.

== Important New Features ==
 1. Transmittal improvements
  * Transmittal cover sheet preview
  * Transmittal cancel
  * Improved recipient selection
  * Recipients can be simple email addresses, DrawMGT users or named baskets (configurable)
  * Transmittals have all classification fields
  * Document workflow status and dates are saved at the time of the transmittal
  * Reasons for transmittal can be entered and default texts can be configured
  * Transmittal emails can be sent in one or in individual messages (configurable)
  * Download key and cover letter can be sent in separate email (configurable)
  * Planned response date introduced
  * Keyword substitution in transmittal comment
 1. [[VendorPortal|Vendor portal]]
 1. High Performance Uploader improved
  * Allow '''Drawings''' and '''Revisions''' update (see Settings-HPLoader.php ''updateDrawing'' and ''updateRevision'')
  * Create '''eventLog''' record for all inserted/updated '''Drawings'''/'''Revisions''' records
  * Create summary '''eventLog''' record for all processed files
  * Set ''matureFlag'', ''lockedFlag'' and ''supersededFlag'' in all effected '''Revisions'''
  * Named basket can be created for all loaded document (configurable)
  * Upload and error files can be saved in an archive directory
 1. Password handling improved
  * UserPwdChange Role introduced
  * Ability to suppress password change email and to disable forcing pwd change on first login implemented
 1. Document search
  * Search for 'latest revisions' implemented
  * Ability to search for documents that have not (or yes) been produced
  * Drawing Quick Search with configurable search fields
 1. New Task - Copy implemented
 1. Named basket can be sorted by externalKey'
 1. 'XHR file upload implemented in vendor portal for Chrome, FF4+, Safari5+ - this allows to see the upload progress
 1. Revisions contans project phase
 1. Additionally max 4 upload files can be used with configurable names
 1. Thumbnails (configurable)
  * revision files (on Drawing/Detail and Transmittal/Detail)
  * comment note attachments
 1. WorkFlow DAAAAR implemented
  
== Other Changes ==
= Database Model Changes =
== Database Model Changes Associated With New Features ==
 1. Transmittals recipients are DrawMGT users and named baskets
  * New table '''!SubmittalAddresses'''
  * Table '''!SubmittalRecipients''' changed
   * Field ''userId'' renamed to ''recipientId''
   * Field ''downloadKey'' moved from table '''!SubmittalRecipients''' to '''!SubmittalAddresses'''
   * Fields ''name'', ''company'' and ''externalKey'' removed from '''!SubmittalRecipients''' (not used),
 1. Transmittals has all classification fields
  * Classification fields added to table '''Submittals'''
   * projectPhaseId
   * workCategoryId
   * documentTypeId
   * categoryId
   * locationId
   * workTypeId
   * siteClassification1Id
   * siteClassification2Id
   * siteClassification3Id
   * siteClassification4Id
 1. Vendor Portal
  * New tables:
   * '''!GroupClassification'''
   * '''!UploadedFiles'''
   * '''!UploadedFileTypeRef'''

== Other Database Model Changes ==

 1. Field categoryId removed from table '''Groups''' (not used).

= Migration Notes =
 1. Recipient Types added, use site specific migration if translation is needed
 {{{
INSERT INTO RecipientTypeRef VALUES (4,'TO_BASKET','To_Basket',null,'To_Basket',null);
INSERT INTO RecipientTypeRef VALUES (5,'CC_BASKET','CC_Basket',null,'CC_Basket',null);
INSERT INTO RecipientTypeRef VALUES (6,'BCC_BASKET','BCC_Basket',null,'BCC_Basket',null);
}}}

 1. Transmittal email addresses are converted to userId
  * Cleaning up duplicates and performing the update implemented in app/schema/migrate/bin/migrate-db.sql.
  * List email addresses can not be converted (716 at IDP!!!), because no appropriate Users record found:
 {{{
select distinct replace ( substring( destination, instr( destination, '<' ) + 1 ), '>', '' )
  from SubmittalRecipients
  where recipientId is null 
  and replace ( substring( destination, instr( destination, '<' ) + 1 ), '>', '' )
      not in ( select email1 from Users )  order by 1;
}}}
  * Use cfg/idp/site/data/similar_emails.sql to find possible misstyped emails in '''!SubmittalRecipients'''.

 1. '''!SubmittalRecipients''' can contain '''Basket''' recipients (recipient lists). The new table '''!SubmittalAddresses''' contains the download key from now on. It is migrated from '''!SubmittalRecipients'''.

 1. Add vendor contract in site migration script if '''Vendor Portal''' is used.(IDP example)
 {{{
insert into ContractRef values ( 1, 0, 'Vendor', 'Vendor Portal', null, 'Vendor', null, null );
}}}

 1. Configure '''!GroupClassification''' and set Transmittal classifications

 1. Remove vendor role if not used in site migration script
 {{{
DELETE FROM Roles WHERE roleId = 27;
}}}

= Development Notes =