Excel Integration Testing
Contents
-
Excel Integration Testing
- Summary
- Resources
- Critical Bugs
- Minor Bugs
- Amendments
- SOLL-IST-WER combinations
- IST / Status
- Vorabzug Flag handling / RevC Revision Type menu handling
- Create New Document
- Duplicate Selected
- Check for Duplicates
- Delta calculations
- Umlauts
- Search Documents
- Basic Tests
-
High-Priority Items
- Internals
- Search
- Edit
- Validation
- Save/Update
- Attributes
- Medium-Priority Items
- Excel Start-Up
- Downloading Metadata
- Creating New Metadata
- Synchronizing Spreadsheet Metadata
- Document and Revision Workflows
- Reports
- Saving Metadata
- Exiting Excel
- Document and Revision Process Operations
- Login, Start-Up and Exit
- Create New Document
- Refresh Selected
- Save Selected
- Check for Duplicates
- Duplicate Selected
- Get Next Sequence
Summary
The following page documents testing of the Axpo Excel integration. Please note that Excel columns are written in brackets: i.e. "(AC)" is column AC in Excel document LinthalDrawing-Planning-1.xlsm. 2
Resources
Axpo Excel integration features are tested against the following specifications:
requirements given in DrawMGT-AxpoExcelIntegration-15.pdf (Chapter 2)
client-side implementation in DrawMGT-AxpoExcelIntegration-15.pdf (Chapter 4)
use cases given in DrawMGT-AxpoExcelIntegration-15.pdf (Appendix A)
Test notes at ExcelIntegrationToDoList#Testing
All tests against DrawMGT-AxpoExcelIntegration-15.pdf are performed with ExcelIntegrationAxpoDemoNotes in mind!
Critical Bugs
Refresh Attributes is buggy
- Before "Refresh Attributes", "Search Documents" with "Place results in new worksheet" works. After "Refresh Attributes", "Search Documents" with "Place results in new worksheet" generates ...
- Run-time error '1004': Application-defined or object-defined error in module modFunctions ...
Ln 1169, Col 9: .Add validationType, alertStyle, op, formula1, formula2
Some client alerts inside Excel are wrapped in XML tags
- If "Create New Document" with title={any title}, Zugriff="E-[...]", Projektphase="1-[...]", Fachbereich="12.1-[...]", Objekt="101-[...]", Kontakt="111-[...]", Dokumenttyp="03-[...]", Laufnr.="0001", T0="24-12-11"; click "Save Selected".
- The following error is returned:
<?xml version=\'1.0\' encoding=\'UTF-8\'?> <response type=\'Drawings\' key=\'drawingId\' id=\'\' ref=\'Doc\'> <error>Feld \'Dok. Nr.\' \'Objekt\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Kontakt\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Dokumenttyp\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Laufnummer\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' ist ung?ltig.</error> </response>
FAILED: I expected a meaningful alert but got a meaningless alert (wrapped in XML).
- Vorabzug Flag handling / RevC Revision Type menu handling:
- onChange RecC Revision type behavior (CD):
- gut zur Ausführung: sets to keyRefCTypeId = 15 -- OK
- Freigegeben: sets to keyRefCTypeId = 13 -- OK
- onChange Vorabzug behavior (AP):
- ja:
- Vorabzug fields are locked -- FAILED
- after save:
revBVorabzugFlag => 1 -- OK
- menu static: -- FAILED
- Vorabzug fields are locked -- FAILED
- revision code changed: -- FAILED
- nein:
- Vorabzug fields are unlocked -- OK
- after save:
- menu static: -- FAILED
revBVorabzugFlag => 0 -- OK
- Vorabzug fields are locked -- FAILED
- revision code changed: -- FAILED
- ja:
- onChange RecC Revision type behavior (CD):
FAILED: When Vorabzug fields are 'locked', it's still possible to enter data and select from select menues. Also, if I change the Vorabzug flag, the revision code is not changed.
"Search Document" -> Out-of-range data causes funny results:
FAILED: Because it is possible to enter out-of-range data in Excel's select menues, the database queries are mixed-up and funny results are produced and placed in the worksheet.
- If T0 (CS) is set/updated and "Save Selected", calculated plan dates are not saved on the server:
FAILED: Calculated designPlanDate (BQ) & checkPlanDate (BX) are not saved server-side.
- Updates of Gruppe (T) are ignored:
- if "Search Documents" with Rapport="Bau", Bereich="LC1 - Los C1", Title="{document that has group 'Lieferant Los C1'}" and "Place results in new worksheet" set, I receive that very document but it has a different group!
- In Excel, update group, then "Save Selected"; the group is not saved on the server-side
FAILED: I expected that Excel receives the correct group from the server-side and that saves from Excel of a document with an updated group are saved on the server-side.
- Update GA/Freigegeben menu and "Save Selected"
FAILED: updates of GA/Freigegeben menu (CD) are not saved on the server-side.
Minor Bugs
Umlauts may still not be rendered correctly. The final test of this is possible only after all alerts are displayed correctly being not wrapped in XML anymore.
"Search Document" -> Label 'Objeckt' should say 'Objekt'
"New Document" -> Dokumenttitel 2 should be 'Titel-2'
Amendments
- Excel select menus allow to enter data. It would be more user-friendly when there would be a client-side check for invalid data input (i.e. display alert when "Search Documents" Rapport="{invalid-value}").
SOLL-IST-WER combinations
The following tests show if expected results are met (i.e. if database saves are correct), when Soll(AS), Ist(AT) and Wer(AU) are set/unset:
- no Soll(AS), Ist(AT), Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
NULL
2011-10-07
303
-- OK
- Soll(AS), no Ist(AT), Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
2011-09-10
NULL
104
-- OK
- Soll(AS), Ist(AT), no Wer(AU): (no save) -- OK
- no Soll(AS), no Ist(AT), Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
NULL
NULL
303
-- OK
- Soll(AS), no Ist(AT), no Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
2011-09-10
NULL
NULL
-- OK
- no Soll(AS), Ist(AT), no Wer(AU): (no save) -- OK
- no Soll(AS), no Ist(AT), no Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
NULL
NULL
NULL
-- OK
- Soll(AS), Ist(AT), Wer(AU):
designPlanDate
designCompleteDate
designResponsibleId
2011-09-10
2011-10-07
230
-- OK
IST / Status
- if "Create New Document" with the following IST-status sensitive combinations, I get the following results after "Save Selected":
- no Ist(AT), Wer(AU): -- OK
- Ist(AT) set to [today,future,past], no Wer(AU): -- OK
- Ist(AT) set to [today,future,past], Wer(AU): --OK
- Ist(AY) set to [today,future,past], no Wer(AZ), no Status(BA):
- alert is wrapped in XML -- FAILED
- no Ist (AY), Wer (AZ), no Status(BA): -- OK
- no Ist (AY), no Wer (AZ), Status(BA):
- alert is wrapped in XML -- FAILED
- Ist(AY) set to [today,future,past], Wer(AZ), no Status(BA):
- alert is wrapped in XML -- FAILED
- no Ist (AY), Wer (AZ), Status(BA):
- alert is wrapped in XML -- FAILED
- Ist(AY) set to [today,future,past], Wer(AZ), Status(BA):
- alert is wrapped in XML -- FAILED
- Ist(BE) set to [today,future,past], no Wer(BF), no Status(BG):
- alert is wrapped in XML -- FAILED
- no Ist (BE), Wer (BF), no Status(BG): -- OK
- no Ist (BE), no Wer (BF), Status(BG): -- OK
- Ist(BE) set to [today,future,past], Wer(BF), no Status(BG):
- alert is wrapped in XML -- FAILED
- no Ist (BE), Wer (BF), Status(BG): -- OK
- Ist(BE) set to [today,future,past], Wer(BF), Status(BG):
- alert is wrapped in XML -- FAILED
- no Ist(BL), Wer(BM): -- OK
- Ist(BL) set to [today,future,past], no Wer(BM): -- OK
- Ist(BL) set to [today,future,past], Wer(BM): -- OK
- Ist(BR) set to [today,future,past], no Wer(BS), no Status(BT):
- alert is wrapped in XML -- FAILED
- no Ist(BR), Wer(BS), no Status(BT): -- OK
- no Ist(BR), no Wer(BS), Status(BT):
- alert is wrapped in XML -- FAILED
- Ist(BR) set to [today,future,past], Wer(BS), no Status(BT):
- alert is wrapped in XML -- FAILED
- no Ist(BR), Wer(BS), Status(BT):
- alert is wrapped in XML -- FAILED
- Ist(BR) set to [today,future,past], Wer(BS), Status(BT):
- alert is wrapped in XML -- FAILED
- Ist(BY) set to [today,future,past], no Wer(BZ), no Status(CA):
- alert is wrapped in XML -- FAILED
- no Ist (BY), Wer (BZ), no Status(CA): -- OK
- no Ist (BY), no Wer (BZ), Status(CA): -- OK
- Ist(BY) set to [today,future,past], Wer(BZ), no Status(CA):
- alert is wrapped in XML -- FAILED
- no Ist(BY), Wer (BZ), Status(CA): -- OK
- Ist(BY) set to [today,future,past], Wer(BZ), Status(CA):
- alert is wrapped in XML -- FAILED
- no Ist(CF), Wer(CG): -- OK
- Ist(CF) set to [today,future,past], no Wer(CG) or ...
- Ist(CF) set to [today,future,past], Wer(CG)
- if the document was successfully saved before, IST can be set to
- ANY valid date, I receive an error saying "Invalid Date" -- FAILED
if the document was not saved before, and if IST >
- today, I receive an error saying "keep your fingers crossed" -- FAILED
if the document was not saved before, if IST < today, I receive
- no error -- FAILED
- if the document was successfully saved before, IST can be set to
- Ist(CH) set to [today,future,past], no Wer(CI), no Status(CJ):
- alert is wrapped in XML -- FAILED
- no Ist (CH), Wer (CI), no Status(CJ): -- OK
- no Ist (CH), no Wer (CI), Status(CJ):
- alert is wrapped in XML -- FAILED
- Ist(CH) set to [today,future,past], Wer(CI), no Status(CJ):
- alert is wrapped in XML -- FAILED
- no Ist (CH), Wer (CI), Status(CJ):
- alert is wrapped in XML -- FAILED
- Ist(CH) set to [today,future,past], Wer(CI), Status(CJ): -- OK
- Ist(CN) set to [today,future,past], no Wer(CO), no Status(CP):
- alert is wrapped in XML -- FAILED
- no Ist (CN), Wer (CO), no Status(CP): -- OK
- no Ist (CN), no Wer (CO), Status(CP): -- OK
- Ist(CN) set to [today,future,past], Wer(CO), no Status(CP):
- alert is wrapped in XML -- FAILED
- no Ist (CN), Wer (CO), Status(CP): -- OK
- Ist(CN) set to [today,future,past], Wer(CO), Status(CP):
- alert is wrapped in XML -- FAILED
Vorabzug Flag handling / RevC Revision Type menu handling
onChange RecC Revision type behavior (CD):
- gut zur Ausführung: sets to keyRefCTypeId = 15 -- OK
- Freigegeben: sets to keyRefCTypeId = 13 -- OK
onChange Vorabzug behavior (AP):
- ja:
- Vorabzug fields are locked
- FAILED: I expected that when the Vorabzug fields
- after save:
revBVorabzugFlag => 1 -- OK
- menu static: -- FAILED
- Vorabzug fields are locked -- FAILED
- revision code changed: -- FAILED
- Vorabzug fields are locked
- nein:
- Vorabzug fields are unlocked -- OK
- after save:
- menu static: -- FAILED
revBVorabzugFlag => 0 -- OK
- Vorabzug fields are locked -- FAILED
- revision code changed: -- FAILED
COMMENT: When Vorabzug fields are 'locked', it's still possible to enter data and select from select menues. Also, if I change the Vorabzug flag, the revision code is not changed.
Create New Document
'Create New Document' inserts after selected row:
- selected row = none: alert appears "Unable to create document in
- header area" -- OK
- selected row = contains document: new document is placed after last
- document row -- OK
- if "Create New Document" with title={any title}, Zugriff="E-[...]",
- Projektphase="1-[...]", Fachbereich="12.1-[...]", Objekt="101-[...]", Kontakt="111-[...]", Dokumenttyp="03-[...]", Laufnr.="0001", T0="24-12-11"; click "Save Selected".
<?xml version=\'1.0\' encoding=\'UTF-8\'?> <response type=\'Drawings\' key=\'drawingId\' id=\'\' ref=\'Doc\'> <error>Feld \'Dok. Nr.\' \'Objekt\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Kontakt\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Dokumenttyp\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' \'Laufnummer\' muss angegeben werden.</error> <error>Feld \'Dok. Nr.\' ist ung?ltig.</error> </response> FAILED: I expected a meaningful alert but got a meaningless alert (wrapped in XML).
When "Create New Document", it is possible to complete all fields for all three revisions but only if the required publish files (Ausgabedatei) are uploaded in the web-interface. They cannot be uploaded using Excel.
Therefore, the scenario below was not tested before:
- if "Create New Document" with title="Excel-Test-MySQL",
- Zugriff="I-[...]", Projektphase="4-[...]", Fachbereich="03-[...]", Objekt="000-[...]", Kontakt="105-[...]", Dokumenttyp="02-[...]", Laufnr.="0001", T0="24-12-11"; click "Save Selected". -- OK
Duplicate Selected
- when blank row selected -- OK
- when non-blank row selected -- OK
Check for Duplicates
Correctly highlights found duplicates -- OK
Delta calculations
The rules are ...
Soll TGZA (CM) = T0 (CS) - ∆1 (CR)
Soll TF (BX) = Soll TGZA (CM) - ∆2 (CL)
PrüfSoll (BQ) = Soll TF (BX) - ∆3 (BW)
Soll TZF (BK) = PrüfSoll (BQ) - ∆4 (BO)
BrSoll (BD) = Soll TZF (BK) - ∆5 (BJ)
StnSoll (AX) = BrSoll (BD) - ∆6 (BC)
Soll TV (AS) = StnSoll (AX) - ∆7 (AV)
... or the other way around ...
Soll TV (AS) + ∆7 (AV) = StnSoll (AX)
StnSoll (AX) + ∆6 (BC) = BrSoll (BD)
BrSoll (BD) + ∆5 (BJ) = Soll TZF (BK)
Soll TZF (BK) + ∆4 (BO) = PrüfSoll (BQ)
PrüfSoll (BQ) + ∆3 (BW) = Soll TF (BX)
Soll TF (BX) + ∆2 (CL) = Soll TGZA (CM)
Soll TGZA (CM) + ∆1 (CR) = T0 (CS)
... simplyfied ...
Soll TV (AS) + ∆7 (AV) + ∆6 (BC) + ∆5 (BJ) + ∆4 (BO) + ∆3 (BW) + ∆2 (CL) + ∆1 (CR) = T0 (CS)
Therefore ...
If I set ∆0 to a date in the future, and enter expression "=AS23+(AV23+BC23+BJ23+BO23+BW23+CL23+CR23)" in an Excel cell [adding the sum of deltas except ∆0 to Soll TV (AS23)], and change random deltas except for ∆0, the result always equals to ∆0 (CS23) -- OK
Also, I added cells right below Soll date cells to proof, that ...
Soll TV (AS) + ∆7 (AV) = StnSoll (AX) [...]
... and changed random deltas again, and compared these cells with all the soll dates. There are no differences -- OK
Umlauts
TO BE TESTED: Umlauts may still not be rendered correctly. The final test of this is possible only after all alerts are not wrapped in XML anymore.
Umlaut characters created from the Web GUI in text fields (e.g. titles and other text fields), and then displayed in the Web GUI. -- OK
Umlaut characters created in Excel in text fields, and then displayed in Excel. -- OK
New document created in Excel with umlauts in titles (1-4), and then saved to server. Display in web-interface -- OK
New document in web-interface (title "Excel-Test-Umlauts-From-Server (äöü)") with all required versions for VA, ZF, FR created and saved; Afterwards, "Search Documents" in Excel with Rapport "Bau", Bereich "LC1" and Titel "Excel-Test-Umlaut": -- OK
HTTP response 200 Response text:
<?xml version='1.0' encoding='UTF-8'?> <record id='26696' type='Revisions' key='revisionId'> [...] <title0>Excel-Test-Umlauts-From-Server (äöü)</title0> [...] </record>
Update existing but changed document with updated titles (v2/ZF revision only) in Excel with "Refresh Selected": -- OK
Search Documents
Dok. Nr.:
- with valid revision code: -- OK
- with invalid revision code (e.g. 'blabla', '1df3'): -- FAILED
Bereich:
- with valid selection: -- OK
- with invalid data (e.g. 'blabla', '1df3'): -- FAILED
Zugriff, Projektphase, Fachbereich, Objekt, Kontakt, Dokumenttyp, Gruppe, Archiv, Lage:
- with valid selection: -- OK
- with invalid data (e.g. 'blabla', '1df3'): -- FAILED
COMMENT: Entering invalid data also leads to funny results being placed in the worksheet.
AMENDMENT: In selects, it should not be possible to enter custom data.
Laufnummer (von - bis):
- with valid data: -- OK
- with invalid data (e.g. 'abcde', '1df3'): -- OK
Place results in new worksheet -- OK
Titel -- OK
Ext. Ref.:
- with valid value: -- OK
- with invalid value (e.g. 'abcde', '1df3'): -- FAILED
COMMENT: If a document has 'Ext. Ref.' = 'abcde', and I search for 'Ext. Ref.' = 'abcde', the search returns the desired result.
QUESTION: What is a valid value for 'Ext. Ref.'?
Versionsdatum (von - bis) -- ??? QUESTION: How can I test this?
'Search' button: -- OK
AMENDMENT: If nothing is entered, and 'Search' is clicked, a confusing alert message appears: 'Eingabe Fehler / Test Case: Feld erforderlich'.
FAILED: Because it is possible to enter out-of-range data in Excel's select menues, the database queries are mixed-up and funny results are produced and placed in the worksheet.
Basic Tests
- Check reading and updating of all fields
From Excel to server:
- Bereich (static) -- ???
- Gruppe -- FAILED
- Archiv -- OK
- Berechtigung Server (Z) -- OK
- Klassifizierung Projektphase (Ph) -- OK
- Klassifizierung Fachbereich (FB) -- OK
- Objekt (O) -- OK
- Kontakt (K) -- OK
- Dokumenttyp (DT) -- OK
QUESTION: Dokumenttyp 03.1/03.2 etc that exist in Excel are not existing in my system yet.
- Laufnummer -- OK
- Dokumenttitel 1 -- OK
- Dokumenttitel 2 -- OK
- Dokumenttitel 3 -- OK
- Dokumenttitel 4 -- OK
- Massstab -- FAILED
- Format -- FAILED
- Version (static) -- OK
Vorabzug:
- Erstellen Soll (static) -- OK
- Erstellen Ist -- OK
- Erstellen Wer -- OK
- Stellungnahme erstellt Status -- OK
- Stellungnahme erstellt Soll (static) -- OK
- Stellungnahme erstellt Ist -- OK
- Stellungnahme erstellt Wer -- OK
- bereinigt Status -- OK
- bereinigt Soll -- OK
- bereinigt Ist -- OK
- bereinigt Wer -- OK
zur Freigabe:
- Erstellen Soll (static) -- OK
- Erstellen Ist -- OK
- Erstellen Wer -- OK
- Prüfbericht erstellt Status -- OK
- Prüfbericht erstellt Soll (static) -- OK
- Prüfbericht erstellt Ist -- OK
- Prüfbericht erstellt Wer -- OK
- Freigabe Status -- OK
- Freigabe Soll (static) -- OK
- Freigabe Ist -- OK
- Freigabe Wer -- OK
Gut zur Ausführung:
- versendet an BL Ist -- OK
- versendet an BL Wer -- OK
- erhalten von BL Status -- OK
- erhalten von BL Ist -- OK
- erhalten von BL Wer -- OK
- übergeben an UN Status -- OK
- übergeben an UN Soll (static) -- OK
- übergeben an UN Ist -- OK
- übergeben an UN Wer -- OK
High-Priority Items
Internals
- CRITICAL Implement cell locking helper functions that make cells read-only/non-read-only
- Implementation initial implementation that just sets field's background color to indicate that the field is locked. -- OK
- TEST Fix handling/display of progress messages:
- Convert display of Record count to Revision count in search -- (check lower right msg in Excel -- not critical now)
- All (most?) menu items should clear display area when operation completes -- OK
- Fix checkDuplicates to check both the drawingCode and drawingId fields -- OK
- Set cell note and highlighting when duplicates found -- OK
- Review/improve cell note set/clear functions: isCellDifference and setCellDifferenceComment -- FAILED
- Fix bug when comparing date fields -- FAILED
- Do not set cell comments in key set area -- (to be tested)
- (check title, dates for changes after 'Refresh Selected') make sure, that hidden red fields NEVER have cell comment Note: Date fields should only have a comment after a 'Refresh Selected', if an update on the server side changed dates. If T0 (CS) is set/updated and "Save Selected", the calculated SOLL dates are not saved on the server: FAILED: designPlanDate(BQ), checkPlanDate(BX) are not saved. If changed in web-interface and 'Refresh Selected' in Excel:
- VA Erstellen: Soll, Ist, Wer
- Ist -- OK
- Wer -- OK
- VA Stellungnahme
- Ist -- OK
- Wer -- OK
- VA Bereinigung
- Ist -- OK
- Wer -- OK
Search
- Implement checking for duplicate worksheet names -- OK
After manually creating new worksheet named 'Bau-23', I 'Search Documents' with 'Place results in new worksheet', and received a new worksheet named 'Bau-24' -- OK
Edit
- CRITICAL (AH) Implement Vorabzug ja/nein flag
- Lock and grey-out all Vorabzug fields if Vorabzug flag set to 0 -- test later
- Disable plan date formulas when Vorabzug set to false -- test later
- TEST GA/Freigegeben menu:
- Sets the RevC revisionTypeId -- OK
(CA-CF select -> show; should give you RevC value)
- Menu with two choices: freigegeben (13) and gut zur Ausführung (15)
- Sets the RevC revisionTypeId -- OK
-- OK
- FAILED: revisionTypeId changes in cell CE, when switching GA/Freigegeben menu (CD) from 'freigegeben' to 'gut zur Ausführung' and vice-versa, but changes are not saved on the server after 'Save Selected'.
Validation
- TEST Client-side field validation
- Implement Ist field validation.-- OK
- Formulas generated from Perl script. -- (to be tested)
- See axpo-integration/data/genValidation.pl -- (to be tested)
MEANING: Test Analog workflow wizard validation (except Soll)!
Save/Update
- TEST Save handling of Vorabzug menu and GA/Freigegeben menus
- Vorabzug flag -- ?
- (AP, if already "ja", it should be locked. Check specs)
- GA/Freigegeben menu -- ?
- (After it was set, it should be locked.)
- Vorabzug flag -- ?
- TEST Implement field locking after save. Fields:
- Bereich menu -- OK
- Vorabzug flag -- OK
- GA/Freigegeben menu (RevC type) -- OK
- Generate client-side error on update/insert when drawing code not complete -- FAILED
- Sometimes, client-side errors still are wrapped in XML tags
- After "New document" with title only set to "Excel-Test-2", I correctly receive an error ...
- saveRow: Internal error: Invalid XML Response. HTTP response: 400
Response text: <?xml version='1.0' encoding='UTF-8'?> <response type='Drawings' key='drawingId' id=' ' ref='Doc'> <error>Feld 'Dok. Nr.'-'Laufnummer' ist ung?ltig.</error> <error>Feld 'Dok. Nr.' ist ung?ltig.</error> </response> 64 -- FAILED AMENDMENT: The error should not be wrapped in XML tags.
- saveRow: Internal error: Invalid XML Response. HTTP response: 400
- After "New document" with title 'Excel-Test-2', Laufnummer '0001'
- I correctly receive an error -- OK
- After "New document" with title ' ', Laufnummer '0001' I correctly receive an error -- OK
- After "New document" with title 'Excel-Test-4', Berechtigung Server (Z) "E-Extern", Klassifizierung Projektphase (Ph) "0 - phasenunabhängig", Klassifizierung Fachbereich (FB) "01.3 - Management - Versicherung", Objekt (O) "101 - Bestehende Anlagen - Stauanlage Limmernsee", Kontakt (K) "102 - Unternehmer und Lieferanten - ALSTOM Hydro Schweiz AG", Dokumenttyp (DT) "03.1 - Protokoll - Sitzungsprotokoll" and Laufnummer "0001", I correctly receive an error, but the error is rather confusing ... saveRow: Internal error: Invalid XML Response. HTTP response: 400
Response text: <?xml version='1.0' encoding='UTF-8'?> <response type='Drawings' key='drawingId' id=' ' ref='Doc'> <error>Feld 'Dok. Nr.' 'Objekt' muss angegeben werden.</error> <error>Feld 'Dok. Nr.' 'Kontakt' muss angegeben werden.</error> <error>Feld 'Dok. Nr.' 'Dokumenttyp' muss angegeben werden.</error> <error>Feld 'Dok. Nr.' 'Laufnummer' muss angegeben werden.</error> <error>Feld 'Dok. Nr.' ist ung?ltig.</error> </response> 64
-- FAILED
- AMENDMENT: The error should not be wrapped in XML tags.
- Implement checking of record serial numbers on update -- FAILED
Changed title of document in Excel (without saving), then changed title of same document (type 'v2/ZF/zur Freigabe') in web-interface with saving. 'Save Selected' in Excel shows expected error message:
- Update/Save error: Record: zur Freigabe
- BOBaseUpdate (Revisions): simultaneous update (update counter mismatch:1 != 0)
-- OK
- If you change title, B4 should increment value on the row of actual document. -- FAILED
- updateCount mismatch: update doc in web-interface, then try to save same document in excel, should give error -- OK
- Save all/selected should set record update counts -- FAILED TODO re-evaluate
- Test that a second save results in state with correct record update counts -- (to be tested)
- Duplicate row detection before:
- search / test cases -- ?
- save all / save selected -- ?
- refresh all / refresh selected -- ?
Attributes
- Before "Refresh Attributes", "Search Documents" with "Place results in new worksheet" works. After "Refresh Attributes", "Search Documents" with "Place results in new worksheet" generates ...
- Run-time error '1004': Application-defined or object-defined error in module modFunctions ...
Ln 1169, Col 9: .Add validationType, alertStyle, op, formula1, formula2
- Get feedback from JS re: recent changes to m_attributeRowCount global variable -- ?
- Make sure that handling of m_attributeRowCount global variable is OK -- ?
Medium-Priority Items
6. TEST Performance:
- Disable screen update during record list processing -- ?
- Investigate to see if bubble sort is really needed. Debug prints? -- ?
MEANING: create many records. User Search and measure how long it takes.
- Implement new columns to display record status and DrawMGT id values (design needed) -- (to be tested) MEANING: Cell R, if gelb = change, pink = error, white = ok
- Design for record status fields
- May not be needed if the above highlighting is implemented -- ?
Excel Start-Up
- User can start Excel with an empty planning spreadsheet or a workbook containing already-defined document and revision metadata -- OK
- To access metadata in the DrawMGT server, the user must login, using a custom Excel menu item, using their normal DrawMGT login name and password. -- OK
- After logging in, spreadsheet data can be downloaded and saved in the DrawMGT server -- OK
- If the user does not login, he is still able to work off-line, e.g. perform operations that do not require access to the DrawMGT server -- OK
Downloading Metadata
- The user can download metadata from the DrawMGT server using a search operation -- OK
- It is possible to search by: document title, code and classification attributes -- OK
- In the search screen, the drop down menus of classification attributes can be shortened by eliminating attributes not relevant to the planning process. -- (ignore for now)
- Search results are processed as followed:
- Search results are merged with an existing worksheet. Existing records in the worksheet are updated with the latest server data, new records are added to the worksheet -- OK
- The DrawMGT server checks the user’s roles and only downloads metadata that the user has rights to view -- FAILED COMMENT: If a user has Dok-beschr.Viewer role only and it is searched for a document that is not completed yet, the document gets still placed in Excel. AMENDMENT: Even if Dok-beschr.Viewer allows to see completed documents, cells still can be changed for a completed document. In my personal opinion, it would be less confusing to have the cells locked in that case. QUESTION: If a user has Dok-beschr.Viewer, shouldn't he be allowed to have a new document being placed in the worksheet after he clicked 'Create New Document' ? ANSWER: User should not be able to do that.
- A warning is given if a search will return a large number of records, and allow the user to cancel the search -- OK
Creating New Metadata
- New metadata can be created in the planning workbook using Excel’s normal copy/paste and fill operations -- OK
- Metadata for new documents and revisions can be saved to the DrawMGT server -- OK
- The Excel planning spreadsheet cannot be used to delete document and revision records from the DrawMGT server -- OK
Synchronizing Spreadsheet Metadata
- The document rows in the planning worksheet can be synchronized with latest metadata from DrawMGT server -- OK
- The planning spreadsheet is able to detect conflicting updates and, the event of a conflict, reports the before/after field values in the worksheet to the user for possible manual inspection and correction --
- AMENDMENT: The error message 'Sie sind für diese Transaktion nicht authorisiert.' shown inside an XML wrapper
- Unsaved data, including new records that have never been saved, are highlighted to alert the user -- OK
- The highlight on column R{n} says:
- "Row changed", when an existing document was changed but not yet saved -- OK
- "Not saved", when a new document was changed but not yet saved -- OK
Document and Revision Workflows
- Management of workflow steps associated with the Vorabzug, zur Freigabe and Gut zur Ausführung / Freigegeben workflows. Includes person responsible, planned/actual complete dates and status (for workflow steps with a status field):
- Erstellen --OK
- Stellungnahme and Prüfberichte -- OK
- Freigabe -- OK
- Display of appropriate workflow step names in the DrawMGT web-interface (e.g. ‘Bereinigung’ instead of ‘Freigabe’ for Vorabzug revisions) -- OK
- COMMENT: 'bereinigt' is shown instead of 'Bereinigung'.
- Calculate revision workflow step plan-dates using standard date calculation formulas -- OK
- Override the standard workflow date formulas on an individual document and revision basis -- OK
- The DrawMGT server performs validation before saving data
- The user’s roles are checked and enforced -- (to be tested)
- Data values are validated -- OK
Reports
- Reports Dokumentlieferungplan ('Create Report 02F1') and Resourcenplan ('Create Report 02F1') can be generated from the planning worksheet -- (to be tested)
Saving Metadata
- The user can save one or more selected rows -- (to be tested)
- The save operation checks each record for conflicting updates on the DrawMGT server -- (to be tested)
- All records where a conflict (or error) is detected are highlighted. Both the local and server field values are available, so that the user can manually correct the record. -- (to be tested)
- All records that can be saved without conflicts are saved and de-highlighted -- (to be tested)
Exiting Excel
- If there are any unsaved records and the user attempts to exit Excel, a warning is displayed and the user is given the option to abort the exit -- FAILED
COMMENT: If "Create New Document" witout saving or I change an existing document without saving, and exit Excel, I only receive Excel's Standard Exit Alert: "Do you want to save the changes you made to 'LinthalDrawmgt-Planning-1.xlsm"
Document and Revision Process Operations
- Ability to create sub-revisions in order to capture the history of rejected and internally reviewed revisions. -- (to be tested)
- Ability to link documents to other documents, including:
- Linking a document to a document, without specifying which revision -- (to be tested)
- Linking a document to a specific revision or the latest revision
- -- (to be tested)
- New document types:
- Prüfbericht -- OK
- Stellungnahme -- OK
- Ability to set a ‘revision date’ to all revisions of a document, independent of the dates associated with the revision’s workflow -- (to be tested)
- Removal of planned titles from document records (requires that every document have revision defined, which will contain the title) -- (to be tested)
- Ability to assign a serial number and prefix (e.g. ‘PBR-LA2-0001’) to a document as a classification attribute. The serial numbers should assigned sequentially and be unique for a given prefix. -- OK
Login, Start-Up and Exit
- User can provide 'Benutzername', 'Passwort', select from a list of servers, and log-in -- OK
Start-Up Procedure
If the user successfully logs into the DrawMGT server then a procedure is initiated which downloads the following into the spreadsheet:
- The latest VBA code for the spreadsheet -- (to be tested)
- Attribute lists -- (to be tested)
- User lists -- FAILED
- COMMENT: When I set user 'Hans Muster' on loki test-server, and 'Refresh Selected' in Excel, the user displayed is 'Albert Franz'.
- User role lists -- (to be tested)
Create New Document
- click menu ribbon 'Create New Document', cells are filled with template data -- OK AMENDMENTS:
- Dokumenttitel 2 should be 'Titel-2'
- it should not be possible to enter chars in Lauf-/ Teilnummer cells
Refresh Selected
After change in web-interface
- update document code -- OK
- update title -- FAILED
- update VA Erstellen (Ist, Wer) -- OK
- update VA Stellungnahme (Ist, Wer, Status)
- Ist -- OK Wer -- FAILED (is 'Abert Franz' should be 'Muster Hans') COMMENT: 'Muster Hans' is not found in worksheet 'Users'. Therefore, I guess the misassignment happens because the users list is updated from a source other than loki? Status -- OK
- update VA Bereinigung (Ist, Wer, Status) -- OK
- update ZF Erstellen (Ist, Wer) -- OK
- update ZF Prüfbericht (Ist, Wer, Status) -- OK
- update ZF Freigabe (Ist, Wer, Status) -- OK
- update GA Versand (Ist, Wer) -- OK
- update GA erhalten von BL (Ist, Wer, Status) -- OK
- update GA übergeben an UN (Ist, Wer, Status) -- OK
Save Selected
- update document code -- OK
- update title (with Umlauts) -- OK
- update VA Erstellen Soll -- OK
- update VA Stellungnahme Status -- OK
- update VA Stellungnahme Dauer -- OK
- update VA Stellungnahme Soll -- OK
- update VA Bereinigung Status -- OK
- update VA Bereinigung Dauer -- OK
- update VA Bereinigung Soll -- OK
- update ZF Erstellen Dauer -- OK
- update ZF Erstellen Soll -- OK
- update ZF Prüfbericht Status -- OK
- update ZF Prüfbericht Dauer -- OK
- update ZF Prüfbericht Soll -- OK
- update ZF Freigabe Status -- OK
- update ZF Freigabe Dauer -- OK
- update ZF Freigabe Soll -- OK
- update GA erhalten von BL Status -- OK
- update GA erhalten von BL Dauer -- OK
- update GA übergeben an UN Status -- OK
- update GA übergeben an UN Dauer -- OK
- update GA übergeben an UN Soll -- OK
Check for Duplicates
- -- OK
Duplicate Selected
- -- OK
Get Next Sequence
- -- OK