Company: Link Technologies
Case No: L08069. Project: 08.20: LinkSOFT Version 8.2
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on 16 Oct 2016 05:37PM
Priority: High
Product: Framework
Group: New Feature
Time Taken: 70.00 (Weight: 70.00)
Version: 8.290.0115
Assigned To: Sanjay (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Alvis, Development, Rashna, Vineet
Resolve By: Monday, 17 October 2016 12:00 AM [2721 days since logged date]
Status: Closed
Subject: Build a Report framework that sends PDF Emails on a scheduled basis with predefined parameters
Summary:    

Build a Report framework that sends PDF Emails on a scheduled basis with predefined parameters

Key points:

  1. Create a new table to holds
    1. Email content defined on a DOCUMENT TEMPLATE
    2. Email To can be generated from a predefined script
    3. Schedule information such as Frequency
    4. Predefined parameter values
    5. Date filter configurable to relative dates
  2. Create a scheduler that generates the PDF reports and send emails

Objectives:

The report scheduler should allow the user to perform the following:

  1. Select a report and define the frequency and parameters associated. 
    1. payslip report needs to be run for each employee on the 2nd working day of every month for the pay period previous month and emailed to each employee.
    2. ATB scheduled for 5th of month for ATB period last month. Emailed to a specific person.
    3. 8pm every day, run timesheet report and email to each employee. The report is run for the whole days transaction.
Audit Notes:
07 Nov 201604:42PM Comment 1 by Alvis (Link Technologies) Case 8069 added to project 8.08
15 Nov 201610:18AM Comment 2 by Alvis (Link Technologies) Case 8069 removed from project 8.08
15 Nov 201610:18AM Comment 3 by Alvis (Link Technologies) Case 8069 added to project 8.07.24
15 Nov 201610:29AM Comment 4 by Alvis (Link Technologies) Case 8069 removed from project 8.07.24
15 Nov 201610:29AM Comment 5 by Alvis (Link Technologies) Case 8069 added to project 8.08
03 Jan 201710:54AM Comment 6 by Alvis (Link Technologies) Case 8069 removed from project 8.10
03 Jan 201710:54AM Comment 7 by Alvis (Link Technologies) Case 8069 added to project 8.09
19 Jan 201703:21PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-01-2017 03:21 PM Time Taken: 48.00

The following development has been completed:

  1. Adminsitration ~> Frequency 
    1. Frequency maintenance screen that is used by report scedule
  2. Global System ~> Report Schedule
  3. Built scheduler to load report schedule list and process based on 2 above.

20 Jan 201710:15AM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 20-01-2017 10:15 AM Time Taken: 16.00

Hi All, Alvis and I have completed the following:

  1. Added a new WEB.CONFIG option to "EnableReportSchedule" which needs to be set to "Yes" for the report schedule to work
  2. The report schedule will fire every 1 minute
  3. This folder needs to have WRITE access for Report schedule to work:  SITE FILES \ CONTENT \ ATTACHMENTS
  4. All emails are logged in the ADMINISTRATION ~> EMAIL LOG
  5. You can view who has received the emails by running the report in Business Intelligence, using the same parameters specified in the report schedule. Choose the option to EMAIL REPORTS to view the status.

The update is in HTTPS://www.link247.com.au/DEV-ESS for review and further testing.

NOTE:

  1. This function will be available on ALL WEB Applications.
  2. This function will NOT be available in LINKSOFT POS and BACKOFFICE, however, users can use POS-WEB and ESS s an alternative

Next step:

  1. Perform system tests
  2. Perform volume tests
  3. Ensure overnight reports are run (Note: Application can be configured to stop when idle)
  4. Release to other applications
  5. Release 809

23 Jan 201703:58PM Comment 10 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-01-2017 03:58 PM Time Taken: 4.00
1. Was this test completed using Demo / New / Other database? Demo
2. Did the test pass or fail? Pass
3. Tab order, spelling, alignment, font size consistency, screen size etc checked? Pass
4. Data verified, saved, edit, delete/void? Pass
5. Documentation update required? Yes
Additional Details (Risks, issues, special conditions required for this test to pass etc): N/A

26 Jan 201701:49PM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 27-01-2017 12:00 AM

Hi Alvis, 

I have tested the case in QA1. Database LINKSOFT.

Step to Replicate.

  1. Create a New Schedule under Report Schedules.
  2. Use any frequency
  3. Set "Date From Type" and "Date To Type" to All.
  4. Set "Date From Offset" and "Date to Offset" as 0.
  5. Select the Timesheet Import Log Report.
  6. Select "Employee From" to "Employee To" as E001.
  7. Save 
  8. Email is sent.

Log out of ESS and Log in.

Go back to Report Schedules 

Edit the Schedules to select a new Employee Range.

Click on the Button to look up for the employees.

The following message occurs.

Regards

Rashna Lingam


27 Jan 201710:54AM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-01-2017 10:54 AM Time Taken: 1.00
Development work for this case has been completed.


The change will be available in version: 809
Documentation update required(Yes/No. Add change details below): No
QA required(Yes/No.Include areas that require testing): Yes

The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. Sanjay has resolved this issue when editing report schedule

Documentation details:
  

07 Mar 201709:57AM Comment 13 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 07-03-2017 09:57 AM

Hi Rashna, please complete documentation for this case.

Once completed assign the case back to me.


31 Mar 201710:33AM Comment 14 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 31-03-2017 10:33 AM Time Taken: 1.00
documentation has been completed.

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L08069 in the subject line of all emails regarding this issue.

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