Excel Integration - To Do List
Contents
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
Fix checkDuplicates to check both the drawingCode and drawingId fields
- Set cell note and highlighting when duplicates found
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
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.
- Implement Excel 2003 menu
Search
- Implement named baskets (Design needed)
- User can select a named basket download its contents
- Make sure all calculate fields are readonly
- Refresh all/selected should update the record update counts
Review hidden New Document template row
- Test that search correctly merges new data with existing data
Mark row as un-savable if revision sequence is incomplete
Edit
- Implement Vorabzug ja/nein flag
Lock and grey-out all Vorabzug fields if Vorabzug flag set to 0
Clear/reset revisionNo and revisionCode
- Disable plan date formulas when Vorabzug set to false
- Implement GA/Freigegeben menu:
Sets the RevC revisionTypeId
Menu with two choices: freigegeben (13) and gut zur Ausführung (15)
Implement Get Next Sequence Number
Test that New Document inserts after selected row
Duplicate Row should duplicate after the last selected row
- And should not have problems when blank rows are selected
Restart Revision Sequence should fail when record never saved?
Validation
Test Group menu change
- Implement client-side field validation
Implement Ist fiel validation.
Formulas generated from Perl script.
- See axpo-integration/data/genValidation.pl
Leave Wer and Status field validation for now
Save/Update
Save must handle:
Vorabzug flag
GA/Freigegeben menu (probably not a problem)
- Implement field locking after save. Fields:
Bereich
Vorabzug flag
GA/Freigegeben menu (RevC type)
- Duplicate row detection before:
- search
- save
- refresh
- Implement checking of record serial numbers on update
- Save all/selected should set record update counts
- Test that a second save results in state with correct record update counts
- Generate errors on update/insert when drawing code not complete
Attributes
Make sure Refresh Attributes still works
Get feedback from JS re: recent changes to m_attributeRowCount global variable
Report
Design for Bau and Ausrüstung reports
- Based on macros?
- Implement Bau report
- Implement Ausrustung report
Final Cleanup
- Re-hide hidden rows/columns in header worksheet
- Hide internal worksheets
- Set password on VBA code
Test
- Setup Excel 2007 test/development environment
- 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
- 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
Implement new columns to display record status and DrawMGT id values (design needed)
In search form implement Gruppe menu with dependency on Bereich menu (design needed)
- Test search fields:
- document code
- title
- revision date from/to
- external reference number
- Design for record highlighting:
- 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)
Highlighting of changed/new/unsaved records (design needed)
- Design for record status fields?
- May not be needed if the above highlighting is implemented
- Resolve record count inaccuracy in search and test cases
- Display progress messages in lower message area
Trap Excel-Quit and ask user if unsaved records should be saved (design needed)
- Testing prior to release of test candidate to GMM
- Test basic features
- Test different contracts/groups
Low-Priority Items
General
Reject revision (design needed)
Sub-revision processing (design needed)
Implement new Magic Row fields:
- Protocol version
- Client software version
- Server software version
Shorten attribute lists (design needed)
- Via server-side configuration?
- Improve new worksheet naming
- Worksheet count should exclude the number of hidden worksheets
- Implement delta menu
Column BK Art (Umfang, Inhalt)
Implement document links (design needed)
Handling Grundlagen document links
Handling PRF/STN document links
Final Cleanup and Packaging
- Hiding of internal worksheets (header structure, etc.)
- Get code signed with a Axpo certificate?
- Assign password to code
Login/Logout
- Implement login timeout
- Implement code that reacts correctly to auto-logout. E.g. session-timeout
- Implement a heartbeat function to prevent session timeout?
- Check user roles and disallow login is certain roles not present
- Login in a specific contract?
Search
- Use case: Set next revision based on a document with unknown revision types
Internals and Refactoring
- Named ranges
- Automated management
- Function for repair/reset of named ranges in case of corruption
- Clone worksheet
- Document named ranges and their boundaries
Make sure Consts are used for all field type names in the write-back header worksheets
Change iRow to lRow?
- Document new validation columns in header structure
- Document and revision (write) record structures
Improved worksheet lookup/access functions (getCellValue/Address)
- Improved row selection for printing to worksheet
- Refactor define names to improve clarity and remove near-aliases
Identify all magic constants and convert to Consts
- Improve function naming:
Make function names more business oriented rather than technically descriptive
Review TODOs in code
Compatibility
- Excel 2007 compatibility (menu)
Internationalization
- Convert all user display text to Const strings
- Translate all messages Consts into DE
Implement tag and lookup for form text (design needed)
Testing
- Write a test-plan wiki page
- Make sure ZK/TN/DD have suitable test environments
- Check reading and updating of all fields
- Stress/performance testing
- Searching for long lists
- Bad input data
- Character sets: test with Umlauts
- Test Umlauts in UTF-8 set to server
- Test Umlauts in ISO-8859-1 set from server
- Compatibility testing
- Search tests
- Display tests
- List menu tests
- Status menus
- User menus
- Flag menus
- Editing tests
- Delta date calculations
- Drawing code menus
- Insert tests
- Update tests
- Client-side validation tests
- Menu item tests
- Check for duplicates
- Duplicate selected
- Performance tests
- HTTPS test
- HTTP/HTTPS proxy test
Internal Documentation
- List of modules
- List of public subs/functions
List of gotchas
Blank cells in header regions, caused by use of Excel count2 function
- Explanation of complex menu and look formulas)
- Convert notes/DesignNotes into Wiki
- Revision sequence
- Named ranges
- URLS for REST transactions
- XML structures
- Returned records
- Insert/update records
User Documentation
- Define outline/structure for user documentation
- Setup wiki pages