Excel Integration - Testing Notes
Test against ...
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!
Every tested feature is protocolled below.
High-Priority Items
-------------------
Internals
---------
1. 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
2. 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
7. Fix checkDuplicates to check both the drawingCode and drawingId
fields -- OK
- Set cell note and highlighting when duplicates found -- OK
8. 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 -- ?
Note: Date fields should only have a comment after a 'Refresh
Selected', if an update on the server side changed dates.
If T0 Arbeits-BP (CS) is set, the calculated SOLL dates are not
saved on the server -- FAILED
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
------
7. Implement checking for duplicate worksheet names -- ?
- Make sure that system doesn't crash if it tries to create a
worksheet name that already exists --
Edit
----
3. 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
5. 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)
-- OK
COMMENT: revisionTypeId changes in cell CE, when switching from
'freigegeben' to 'gut zur Ausführung' and vice-versa, but changes
are not saved on the server after 'Save Selected'. -- FAILED
Validation
----------
1. TEST Client-side field validation
- Implement Ist field validation.-- OK
- Formulas generated from Perl script. -- ?
- See axpo-integration/data/genValidation.pl -- ?
Save/Update
-----------
1. TEST Save handling of Vorabzug menu and GA/Freigegeben menus
- Vorabzug flag -- ?
- GA/Freigegeben menu -- ?
2. TEST Implement field locking after save. Fields:
- Bereich menu -- ?
- Vorabzug flag -- ?
- GA/Freigegeben menu (RevC type) No, does not need to be locked
after save -- ?
3. Generate client-side error on update/insert when drawing code not
complete -- ?
4. Implement checking of record serial numbers on update -- ?
5. Save all/selected should set record update counts -- ?
- Test that a second save results in state with correct record update
counts -- ?
6. Duplicate row detection before:
- search / test cases -- ?
- save all / save selected -- ?
- refresh all / refresh selected -- ?
Attributes
----------
2. 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? --
?
13. Implement new columns to display record status and DrawMGT id
values (design needed) -- ?
14. 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. -- ?
- 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' ?
- 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 an XML wrapper
- Unsaved data, including new records that have never been saved, are
highlighted to alert the user -- (to be tested)
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) -- (to be tested)
- Calculate revision workflow step plan-dates using standard date
calculation formulas -- (to be tested)
- Override the standard workflow date formulas on an individual
document and revision basis -- ?
- 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 and Resourcenplan can be generated
from the planning worksheet -- ?
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 -- (to be tested)
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:
1. The latest VBA code for the spreadsheet -- (to be tested)
2. Attribute lists -- (to be tested)
3. 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'.
4. User role lists -- (to be tested)
Search Documents
---------------
- Search for existing an document ...
Rapport*: Bau
Bereich*: LC1 - Los LC1
Place results in new worksheet [x]
Titel: excel
-- OK
Question: What is supposed to happen when 'Place results in new
worksheet' is not checked?
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