Company: Link Technologies
Case No: L11725. Project: 11.40: LinkSOFT Version 11.4
Logged By: Sanjay (Link Technologies) on 15 Oct 2019 08:31AM
Priority: High
Product: Framework
Group: New Feature
Time Taken: 37.00 (Weight: 37.00)
Version: 11.4.0302
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Tuesday, 24 September 2019 10:20 AM [1655 days since logged date]
Status: Closed
Subject: Add ability to handle Data Views in LinkSOFT Framework
Summary:    

We need the ability to allow the user to create views in the database and display this to the user using the LinkSOFT system.

Here is a design we can use:

  1. Create a new menu in Business Intelligence called Data View (under Reports menu)
  2. Create views in the database ending with "BIVW". the views should have the following three standard columns:
    1. ID, RecordDate, DisplayOrder
  3. Add a dropdown that shows all views with this Extension
  4. Add DateFrom and DateTo filters to restrict the date range to filter
  5. Display records in the view dynamically
Audit Notes:Edited by alvis on 18/10/19 14:53. Edited by sanjay on 15/10/19 08:31. Edited by sanjay on 09/10/19 16:48. Edited by alvis on 19/09/19 14:31. 
12 Sep 201909:47AM Comment 1 by Sanjay (Link Technologies) Case 11725 added to project 11.00.BETA
12 Sep 201909:51AM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 12-09-2019 09:51 AM Time Taken: 12.00

The following tasks have been completed:

  1. Competed work requested in the case header
  2. Added a new view for Employee Super Split

Next step:

  1. Alvis please add some more views to this framework
  2. Add dataview access in Role Maintenance so users can access views

12 Sep 201904:02PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 12-09-2019 04:02 PM Time Taken: 4.00

Development work for this case has been completed.

The change will be available in version:11.002.0912

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

  1. Added data views for "Employee Super Split" and "Inventory Product Master"
  2. Updated the framework to automatically add "Role Menu Access" security when a new data view is found.

2. Affected Areas:

  1. Business Intelligence ~> Data View

3. The issue was caused by:


4. Notes
5. Next Step
: UAT


13 Sep 201907:41AM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 13-09-2019 07:41 AM Time Taken: 4.00

Hi Rashna, please UAT this case then assign back to development to create the following data views:

  1. Employee Profile - Issuable Items Listing
  2. Employee Profile - Employee Membership Listing
  3. Employee Profile - Training Schedule and Attendees Listing
  4. Leave Management - Employee Leave Balance Listing
  5. Leave Management - Employee Transaction Listing
  6. Time and Attendance - Employee Time Transactions
  7. Payroll Maintenance - Pay Code Listing
  8. HRM Maintenance - Territory/Branch/CostCenter Listing
  9. HRM Maintenance - Position Listing
  10. HRM Maintenance - Qualification Listing
  11. HRM Maintenance - Skill Listing
  12. HRM Maintenance - Achievements Listing
  13. Health & Safety - Incident Listing
  14. Performance Appraisal - Employee Performance Listing
  15. Training and Development - Training Schedule
  16. Inventory - Product Master (With RRP)
  17. Inventory - Product Location Stock Information (With Pricing)
  18. Inventory - Supplier Listing
  19. Inventory - Supplier Quotes
  20. Point of Sale - Customer Listing (Including Loyalty Points)
  21. Point of Sale - Invoice/Returns Listing
  22. Financials Portal - Cash Receipt Listing
  23. Financials Portal - Purchase Transactions Listing
  24. Asset Management - Asset Listing
  25. Asset Management - Asset Activities
  26. Helpdesk - Call Listing
  27. Helpdesk Survey - Organisation Survey Questions Listing (used for analyzing which organization survey status)
  28. Helpdesk Maintenance - Scheduled Tasks (Used for evaluating if all company tasks have been accounted for)
  29. Business Intelligence - Email Status Listing (Used to see emails status over a period - includes Report Email and Email Log entries)
  30. Global Administration - User Listing

16 Sep 201902:07PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 16-09-2019 02:07 PM Time Taken: 1.00

Hi Alvis,

I have reviewed the case in version 11.03.0913.

The drop down list is empty for "Data View" under "Business Intelligence -- Data View".

Setup
Server - QA4
Database - LINKSOFT-DEMO-11-RASHNA

Thanks
Rashna


16 Sep 201902:14PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-09-2019 02:14 PM
Drop down are dependent on access. Re-Test

17 Sep 201904:31PM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 17-09-2019 04:31 PM Time Taken: 4.00

Completed the following data views:

  1. Employee Profile - Issuable Items Listing
  2. Employee Profile - Employee Membership Listing
  3. Employee Profile - Training Schedule and Attendees Listing
  4. Leave Management - Employee Leave Balance Listing
  5. Leave Management - Employee Transaction Listing
  6. Time and Attendance - Employee Time Transactions
  7. Payroll Maintenance - Pay Code Listing
  8. HRM Maintenance - Territory/Branch/CostCenter Listing
  9. HRM Maintenance - Position Listing
  10. HRM Maintenance - Qualification Listing
  11. HRM Maintenance - Skill Listing
  12. HRM Maintenance - Achievements Listing

19 Sep 201902:31PM Comment 8 by Alvis (Link Technologies) Case 11725 added to project 11.004.BETA
23 Sep 201903:41PM Comment 9 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-09-2019 03:41 PM Time Taken: 4.00

Created the following data views:

  1. Health & Safety - Incident Listing
  2. Performance Appraisal - Employee Performance Listing
  3. Training and Development - Training Schedule
  4. Inventory - Product Master (With RRP)
  5. Inventory - Product Location Stock Information (With Pricing)
  6. Inventory - Supplier Listing
  7. Inventory - Supplier Quotes
  8. Point of Sale - Customer Listing (Including Loyalty Points)
  9. Point of Sale - Invoice/Returns Listing
  10. Financials Portal - Cash Receipt Listing

24 Sep 201910:20AM Comment 10 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 24-09-2019 10:20 AM Time Taken: 4.00

Completed the following:

  1. Financials Portal - Purchase Transactions Listing
  2. Asset Management - Asset Listing
  3. Asset Management - Asset Activities
  4. Helpdesk - Call Listing
  5. Helpdesk Survey - Organisation Survey Questions Listing (used for analyzing which organization survey status)
  6. Helpdesk Maintenance - Scheduled Tasks (Used for evaluating if all company tasks have been accounted for)
  7. Business Intelligence - Email Status Listing (Used to see emails status over a period - includes Report Email and Email Log entries)
  8. Global Administration - User Listing

09 Oct 201904:48PM Comment 11 by Sanjay (Link Technologies) Case 11725 removed from project 11.004.BETA
09 Oct 201904:48PM Comment 12 by Alvis (Link Technologies) Case 11725 added to project 11.004.BETA
15 Oct 201908:31AM Comment 13 by Sanjay (Link Technologies) Case 11725 removed from project 11.004.BETA
15 Oct 201908:31AM Comment 14 by Sanjay (Link Technologies) Case 11725 added to project 11.004.BETA
17 Oct 201910:41AM Comment 15 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 17-10-2019 02:02 PM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1

Validate that data views have  been added for the below.

  1. Employee Profile - Issuable Items Listing
  2. Employee Profile - Employee Membership Listing
  3. Employee Profile - Training Schedule and Attendees Listing
  4. Leave Management - Employee Leave Balance Listing
  5. Leave Management - Employee Transaction Listing
  6. Time and Attendance - Employee Time Transactions
  7. Payroll Maintenance - Pay Code Listing
  8. HRM Maintenance - Territory/Branch/CostCenter Listing
  9. HRM Maintenance - Position Listing
  10. HRM Maintenance - Qualification Listing
  11. HRM Maintenance - Skill Listing
  12. HRM Maintenance - Achievements Listing.
  13. Health & Safety - Incident Listing
  14. Performance Appraisal - Employee Performance Listing
  15. Training and Development - Training Schedule
  16. Inventory - Product Master (With RRP)
  17. Inventory - Product Location Stock Information (With Pricing)
  18. Inventory - Supplier Listing
  19. Inventory - Supplier Quotes
  20. Point of Sale - Customer Listing (Including Loyalty Points)
  21. Point of Sale - Invoice/Returns Listing
  22. Financials Portal - Cash Receipt Listing
  23. Financials Portal - Purchase Transactions Listing
  24. Asset Management - Asset Listing
  25. Asset Management - Asset Activities
  26. Helpdesk - Call Listing
  27. Helpdesk Survey - Organisation Survey Questions Listing (used for analyzing which organization survey status)
  28. Helpdesk Maintenance - Scheduled Tasks (Used for evaluating if all company tasks have been accounted for)
  29. Business Intelligence - Email Status Listing (Used to see emails status over a period - includes Report Email and Email Log entries)
  30. Global Administration - User Listing



Training Schedule appears twice in the dropdown list under "LinkWeb - BI - Data View


2Validate that the users can generate the data by datePass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.4.1016
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-11-RASHNA

Next Step

  1. Review

    18 Oct 201902:52PM Comment 16 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-10-2019 06:37 PM Time Taken: 1.00

    Development work for this case has been completed.

    The change will be available in version:11.4.1018

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

    1. Removed duplicate data view and correct spelling for training

    2. Affected Areas:

    1. Data view - Training Schedule

    3. The issue was caused by:

    4. Notes
    5. Next Step
    : UAT


    21 Oct 201909:02AM Comment 17 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 21-10-2019 12:11 PM Time Taken: 1.00
    QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionPass/Fail
    1Validate that the duplicate "Training Schedule" list has been removed Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.4.1018
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-11-RASHNA

    Next Step

    1. Documentation

      27 Nov 201908:23AM Comment 18 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2019 12:21 PM Time Taken: 1.00

      Hi Sanjay, 

      Documentation has been updated at "Linkweb Application Portal - Business Intelligence - Data View" 

      Thanks
      Rashna


      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11725 in the subject line of all emails regarding this issue.

      Document size: 46.1 KB
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