Excel Integration - To Do List

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Critical Items to Complete ASAP

• Next Goal: Complete all major functions

• Merge code
• Complete all critical design items

High-Priority Items

1. Complete search into existing worksheet (JS)

2. Complete insert/update (AH)

3. Implement remaining planning list columns: (JS)

   • Delta menu

   • Vorabzug flag - See ExcelIntegrationRequirements#VorabzugFlag

   • GA/Freigegeben menu - See ExcelIntegrationRequirements#GA.2BAC8-FregegebenMenu

4. Design remaining open items: (Design needed)

   • Assigning revisionNo and revisionCode to new records

   • Restart revision sequence

5. Implement: Restart revision sequence

Attribute Lists

1. Make sure Refresh Attributes still works

2. Shorten attribute lists (Design needed: AH/TN) (low-priority)

   • Via server-side config?

Login/Logout

1. Implement login timout (low-priority)

2. Implement code that reacts correctly to auto-logout (session-timeout) (low-priority)

   • Implement a heartbeat function?

3. Check user roles and disallow login is certain roles not present (low priority)

4. Login in a specific contract? (low-priority)

Search

1. Search request includes max records and allow for cancel/continue (AH)

   • Resolve record count inaccuracy (AH/TN)

2. Save server URL in planning worksheet and implement checks to make sure that future searches and updates and done on the same server (Design needed)

3. Searches should add/update existing worksheet (JS)

4. Improve new worksheet naming(low-priority)

   • Worksheet count should exclude the number of hidden worksheets

5. In search form implement Gruppe menu with dependency on Bereich menu (Design needed)

6. Test search fields:
   • document code
   • title
   • revision date from/to
   • external reference number

7. Implement named baskets (Design needed) (AH/TN)

   • User can select a named basket download its contents
8. Display progress messages in lower message area

Data Display

1. Implement group menu (JS)

   • Including link to contract menu

2. Implement delta menu (JS - WAIT)

   • Column BK Art (Umfang, Inhalt)

3. Implement Vorabzug ja/nein flag (JS)

   • See ExcelIntegrationRequirements#VorabzugFlag

4. Implement GA/Freigegeben menu: (JS)

   • See ExcelIntegrationRequirements#GA.2BAC8-FregegebenMenu

   • Sets the RevC revision type
   • Menu with to choices: freigegeben (13), gut zur Ausführung (15)

5. Implement document links (AH/JS/TN - WAIT) (Design needed)

   • Handling Grundlagen document links
   • Handling PRF/STN document links

6. Performance: (AH)

   • Disable screen update during record list processing
   • Measure performance with large data sets
   • Profile code to see what is being called for each document/revision
   • Investigate to see if bubble sort is really needed

7. Fix bug: cell notes for record differences on date fields (AH)

Data Editing

1. Check for duplicates (JS)

2. Implement duplicate selected rows (JS)

3. Implement get next sequence number (AH?/JS/TN)

4. Highlighting of changed/new/unsaved records (JS)

5. Restart revision sequence (AH) (Design needed)

6. Setting the revisionNo and revisionCode on new revisions (AH) (Design needed)

7. Test contract and group menu changes

8. Client-side validation: (JS)

   • All dates columns should be in DD.MM.YY format

   • Ist-dates: Ist date for workflow step must be >= previous Ist-date

   • Soll-dates: automatically calculated, validation required (Soll date columns should be read-only)

   • No checking between Ist and Soll dates is required

   • Wer vs. status:

     • Offen status: Wer can be empty

     • non-Offen: Wer must be set

   • Workflow status vs. Ist-date:

     • Offen status: Ist-date must be empty

     • non-Offen: Ist-date must be set to a date <= today

   • Workflow steps must be completed in order

     • If a reject occurs in a workflow step, then no further steps can be completed. E.g. the Ist-dates for subsequent workflow steps cannot be set, nor can their status be set to a non-offen value.

     • Note that all the status menus default to the appropriate offen status value.

   • Data types: t0 and t0wv must be dates

   • Data types: Resource fields:

     • Resourcenplannung Planer & PL - can be integers or floating point values. The values represent the number of hours/days of effort planned

     • von/bis - must be dates

     • Verteiler - must be integers. The values represent the number of copies to send

   • Date format enforcement via data formats in layout sheet?
   • Read-only fields:

     • Doku.-Nr - drawing code

     • Soll dates

     • Ver. - revision code (Design needed)

9. Test copy-paste operations

10. Trapping Exit and asking user if unsaved records should be changed (JS)

Updating and Inserting Records

1. Complete implementation of combined revision save/update (AH)

2. Duplicate row detection before save (AH)

3. Handle setting of revisionNo and revisionCode for new records (AH)

4. Implement checking of record serial numbers on update (AH)

5. Handle id for updated records (AH)

   • Values returned in XML from server

6. Improve reporting of insert/update errors (report server-side error text) (AH)

7. Generate errors on update/insert when drawing code not complete (AH)

Reject Revisions and Sub-Revisions

1. Reject revision (Design needed)
2. Sub-revision processing (Design needed)

Internals and Refactoring

1. Review TODOs in code

2. Named ranges
   • Automated management
   • Function for repair/reset of named ranges in case of corruption
   • Clone worksheet
   • Document named ranges and their boundaries
3. Document and revision (write) record structures
4. Improved worksheet lookup/access functions (getCellValue/Address)
5. Improved row selection for printing to worksheet
6. Refactoring define names (to improve clarity and remove near-aliases)

7. Identify magic numbers and convert to Consts

8. Improve function naming: Make function names more business oriented rather than technically descriptive

Reports

1. Implement Bau report (Design needed)
2. Implement Ausrustung report

Compatibility

1. Setup Excel 2007 test/development environment
2. Implement Excel 2003 menu

Internationalization

1. Convert all user display text to Const strings
2. Translate all messages Consts into DE
3. Implement tag and lookup for form text (Design needed)

Final Cleanup and Packaging

1. Nice if client-side and datatype checking and validation works off-line
2. Hiding of internal worksheets (header structure, etc.)
3. Get code signed with a Axpo certificate?
4. Assign password to code

Testing

1. Write a test-plan wiki page
2. Make sure ZK/TN/DD have suitable test environments
3. Check reading and updating of all fields
4. Stress/performance testing
   • Searching for long lists
   • Bad input data
5. Character sets: test with Umlauts
   • Test Umlauts in UTF-8 set to server
   • Test Umlauts in ISO-8859-1 set from server
6. Compatibility testing
7. Search tests
8. Display tests
9. List menu tests
   • Status menus
   • User menus
   • Flag menus
10. Editing tests
    • Delta date calculations
    • Drawing code menus
11. Insert tests
12. Update tests
13. Client-side validation tests
14. Menu item tests
    • Check for duplicates
    • Duplicate selected
15. Performance tests
16. HTTPS test
17. HTTP/HTTPS proxy test

Internal Documentation

1. List of modules
2. List of public subs/functions

3. List of gotchas

   • Blank cells in header regions, caused by use of Excel count2 function

4. Explanation of complex menu and look formulas)
5. Convert notes/DesignNotes into Wiki
6. Revision sequence
7. Named ranges
8. URLS for REST transactions
9. XML structures
   • Returned records
   • Insert/update records

User Documentation

1. Define outline/structure for user documentation
2. Setup wiki pages with