Excel Integration - To Do List

• Back

Milestones

• Deadline: Fri, 20-May-2011

  • Deliver a testable (but not completly tested) version of the excel Client to GMM for evaluation

• Excel Client must be ready for production use by end of May.

---

High-Priority Items

Internals

1. Fix checkDuplicates to check both the drawingCode and drawingId fields

   • Set cell note and highlighting when duplicates found

2. Review/improve cell note set/clear functions: isCellDifference and setCellDifferenceComment

   • Fix bug when comparing date fields

   • Do not set cell comments in key set area

3. Implement field locking helper functions that make cells read-only/non-read-only

   • The reduce implementation time (required for lock/unlock the worksheet) the initial implementation should just set field's background to indicate that the field is locked.
4. Implement Excel 2007 menu
5. Implement routine to catch and report not being logged in
6. Make sure worksheet name change doesn't cause problems

Search

1. Hide New Worksheet checkbox in Search and Test Cases

2. Implement named baskets (Design needed)
   • User can select a named basket download its contents
   • Make sure all calculate fields are readonly

3. Refresh All and Refresh Selected should update the record update counts in key set area

4. Review hidden New Document template row

5. Test that search correctly merges new data with existing data

6. Mark row as un-savable if revision sequence is incomplete

Edit

1. Implement Vorabzug ja/nein flag

   • Lock and grey-out all Vorabzug fields if Vorabzug flag set to 0

   • Clear/reset revisionNo and revisionCode

   • See ExcelIntegrationRequirements#VorabzugFlag

   • Disable plan date formulas when Vorabzug set to false
2. Implement GA/Freigegeben menu:

   • Sets the RevC revisionTypeId

   • Menu with two choices: freigegeben (13) and gut zur Ausführung (15)

   • See ExcelIntegrationRequirements#GA.2BAC8-FregegebenMenu

3. Implement Get Next Sequence Number

4. Test that New Document inserts after selected row

   • Should append data after last selected cell, or last row if nothing selected

5. Duplicate Row should duplicate after the last selected row

   • And should not have problems when blank rows are selected

6. Restart Revision Sequence should not be allowed when record never saved?

Validation

1. Test Group menu change

2. Implement client-side field validation

   • Implement Ist fiel validation.

   • Formulas generated from Perl script.

     • See axpo-integration/data/genValidation.pl

   • See Client-Side Validation

3. Leave Wer and Status field validation for now

Save/Update

1. Generate client-side error on update/insert when drawing code not complete
2. Implement checking of record serial numbers on update
3. Save all/selected should set record update counts
   • Test that a second save results in state with correct record update counts
4. Duplicate row detection before:
   • search
   • save
   • refresh

5. Save must handle:

   • Vorabzug flag

   • GA/Freigegeben menu (probably not a problem)

6. Implement field locking after save. Fields:

   • Bereich

   • Vorabzug flag

   • GA/Freigegeben menu (RevC type)

Attributes

1. Make sure Refresh Attributes still works

2. Get feedback from JS re: recent changes to m_attributeRowCount global variable

Report

1. Design for Bau and Ausrüstung reports

   • Based on macros?
2. Implement Bau report
3. Implement Ausrustung report

Final Cleanup

1. Re-hide hidden rows/columns in header worksheet
2. Setup field worksheet field locking
3. Hide internal worksheets
4. Set password on VBA code

Test

1. Setup Excel 2007 test/development environment
2. Test contract and group menu changes in planning list worksheet
   • Make sure group menu updates when contract changed
   • Make sure user id menus change when contract and group changed

---

Medium-Priority Items

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

   • Review calls to DoEvents

2. Implement new columns to display record status and DrawMGT id values (design needed)

3. In search form implement Gruppe menu with dependency on Bereich menu (design needed)

4. Test search fields:
   • document code
   • title
   • revision date from/to
   • external reference number
5. Design for highlighting of changed/new/unsaved records
   • New record (set to yellow)
   • Re-started record (set to yellow). E.g. after restart revision sequence
   • Record changed locally (set to yellow)
   • Client-side error? (set to red)
   • Server-side error (set to red)
   • Record saved (set to white)
6. Design for record status fields
   • May not be needed if the above highlighting is implemented
7. Resolve record count inaccuracy in search and test cases

   • Convert record count to revision count

8. Separate Refresh Attributes into:

   • Refresh Attributes

   • Refresh Users and Roles

9. Display progress messages in lower message area

10. Trap Excel-Quit and ask user if unsaved records should be saved (design needed)

11. Testing prior to release of test candidate to GMM
    • Test basic features
    • Test different contracts/groups

---

Low-Priority Items

General

1. Reject revision (design needed)

2. Sub-revision processing (design needed)

3. Implement new Magic Row fields:

   • Protocol version
   • Client software version
   • Server software version

4. Shorten attribute lists (design needed)

   • Via server-side configuration?
5. Improve new worksheet naming
   • Worksheet count should exclude the number of hidden worksheets
6. Implement delta menu

   • Column BK Art (Umfang, Inhalt)

7. Implement document links (design needed)

   • Handling Grundlagen document links

   • Handling PRF/STN document links

Final Cleanup and Packaging

1. Hiding of internal worksheets (header structure, etc.)
2. Get code signed with a Axpo certificate?
3. Assign password to code

Login/Logout

1. Implement login timeout
2. Implement code that reacts correctly to auto-logout. E.g. session-timeout
   • Implement a heartbeat function to prevent session timeout?
3. Check user roles and disallow login is certain roles not present
4. Login in a specific contract?

Search

1. Use case: Set next revision based on a document with unknown revision types

Internals and Refactoring

1. Named ranges
   • Automated management
   • Function for repair/reset of named ranges in case of corruption
   • Clone worksheet
   • Document named ranges and their boundaries

2. Make sure Consts are used for all field type names in the write-back header worksheets

3. Change iRow to lRow?

4. Document new validation columns in header structure
5. Document and revision (write) record structures

6. Improved worksheet lookup/access functions (getCellValue/Address)

7. Improved row selection for printing to worksheet
8. Refactor define names to improve clarity and remove near-aliases

9. Identify all magic constants and convert to Consts

10. Improve function naming:

    • Make function names more business oriented rather than technically descriptive

11. Review TODOs in code

Compatibility

1. Excel 2007 compatibility (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)

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