Company: Link Technologies
Case No: L10262. Project: 11.40: LinkSOFT Version 11.4
Logged By: Alvis (Link Technologies) on 18 Mar 2019 01:19PM
Priority: High
Product: Framework
Group: Enhancement
Time Taken: 26.50 (Weight: 26.50)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Monday, 18 March 2019 12:00 AM [1867 days since logged date]
Status: Closed
Subject: Improvements to Report Email process
Summary:    

The current process of sending report email is as follows:

  1. Email Scheduler gets a list of records to send the email. This list is limited to the configuration "Mail_ReportEmailLog_SendPerMinute".
  2. The records are marked as "Sending"
  3. The Email Scheduler loops through the records and performs:
    1. Check if report data exists. If no data then update status to "No Data"
    2. Generate the report file and email. Updates status to "Sent"
  4. If there was any errors or the email process is stopped, then the records with status "Sending" is not sent. These records are picked by the scheduler to resend after 12 hours.

The process after improvement would be:

  1. A new background process loops through the "Queued" records and checks for report data exists. The status changes to "No Data" or "Ready to Send"
  2. Email Scheduler gets a list of records to send the email. This list is limited to the configuration "Mail_ReportEmailLog_SendPerMinute".
  3. The records are marked as "Sending"
  4. The process generates the report and emails
  5. If there was any errors or the email process is stopped, then the records with status "Sending" is not sent. These records are picked by the scheduler to resend after 12 hours.

This improvement will reduce the load from web email service which also reduces any potential errors causing the email process to stop.

Audit Notes:Edited by sanjay on 11/09/19 15:59. 
18 Mar 201901:19PM Comment 1 by Alvis (Link Technologies) Case 10262 added to project 11.0
18 Mar 201902:56PM Comment 2 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 18-03-2019 02:56 PM Time Taken: 3.50

Development work for this case has been completed.

The change will be available in version: 11.0.0318

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

  1. Added a new process SYS009 - Process to validate "Report Email Log" data exists. This process validates the "Queued" records and updates the status to "No Data" or "Ready to Send". This process marks the entries as either "Ready to Send" or "No Data"
  2. Changed the "Email Scheduler" get the queued list to based on status "Ready to Send"

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. Change the web email scheduler to remove "Data existence" check when sending emails.
  2. Assign case for UAT

4. Notes:


28 Mar 201904:45PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 28-03-2019 04:45 PM Time Taken: 2.50

Development work for this case has been completed.

The change will be available in version: 11.0.0328

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

  1. Changed the web email scheduler to remove "Data existence" check when sending emails.

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


02 Apr 201901:41PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 02-04-2019 01:41 PM Time Taken: 4.50
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 Process "SYS009" is accessible in the system is executes in a timely manner.Pass
2Email a payslip for employee E005, the status of the email should be "Queued - Ready to Send - Send". View the payslip data should existPass
3

Email the following reports where there is no content. The email status should be updated with "No Data".

  1. Timesheet Log Report
  2. Customer Statement
  3. Payslip
Fails.
  1. Timesheet Log Report - If a record has "No record to display", this blank record is emailed.
  2. Customer Statement - Email fails and the status is updated to "Error".
  3. Payslip - When emailing payslips users need to see the "Payrun". If a payrun is not chosen, the employee list is not populated.


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.0.0329
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT_REPORTNOTES

Next Step: for correction


    10 Apr 201911:26AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-04-2019 11:26 AM Time Taken: 4.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.0410

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

    1. Implemented Data existence check on the customer statement
    2. Implemented data existence check on timesheet import report

    2. The issue was caused by:

    1. Improvement

    3. Next Step:

    1. UAT

    4. Notes:


    15 Apr 201910:54AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 23-04-2019 12:00 AM Time Taken: 2.50
    Hi Alvis

    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

    Generate the "Timesheet Import Log" report for employee E001 for date 15/04/2019. There is no record for the date.

    • Email the report from Business Intelligence --> Reports
    • Email the report from Business Intelligence --> Report Schedule
    Email should not be sent and the "Email Log" should be updated with "No Data"
    		Pass
    2

    Create timesheet for employee E001 for date 15/04/2019. 

    • Email the report from Business Intelligence --> Reports
    • Email the report from Business Intelligence --> Report Schedule
    Email should be successfully sent
    		Pass
    3Review the failed email in 1 above, verify that the data is updated. Resend email and the email should be successfully sent Pass
    4

    Generate the "Customer Statement" report for customer 0002 for date 15/04/2019 and format "Running Total". There is no record for the date.

    • Email the report from Business Intelligence --> Reports
    • Email the report from Business Intelligence --> Report Schedule
    Email should not be sent and the "Email Log" should be updated with "No Data"

    Failed,

    The report fails to generate



    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.0412
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-11-RASHNA

    Next Step: for correction


      23 Apr 201912:01PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 23-04-2019 12:01 PM Time Taken: 2.50

      Development work for this case has been completed.

      The change will be available in version: 11.0.0423

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

      1. Resolved issue with running total report

      2. The issue was caused by:

      1. coding error in running total report

      3. Next Step:

      1. UAT

      4. Notes:


      30 Apr 201909:32AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 08-05-2019 12:00 AM Time Taken: 2.50
      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

      Generate the "Customer Statement" report for customer 0002 for date 15/04/2019 and format "Running Total". There is no record for the date.

      • Email the report from Business Intelligence --> Reports
      • Email the report from Business Intelligence --> Report Schedule
      The email should not be sent and the "Email Log" should be updated with "No Data"

      		Pass
      2

      Process a sale of $10.00 for customer 0002 on the 30/04/2019. Complete full payment for the customer 30/04/2019.

      Do not select the "Show Zero Balance" filter. Email the report for date 30/04/2019. This should be allowed as there are no details in the report

      		Pass
      3

      Process a sale of $10.00 for customer 0002 on the 30/04/2019. Complete full payment for the customer 30/04/2019.

      Set the "Show Zero Balance" filter to "Yes" the report for date 30/04/2019. This should email the statement to the customer.

      		Pass

      Environment Details

      1. OS version: Windows Server 2012
      2. Application version: 11.0.0429
      3. Setup: Demo
      4. Server : 10.0.0.14
      5. Database: LINKSOFT-DEMO-11-RASHNA

      Next Step: Documentation

      1. Link reporter will show a database vendor error if there are no records for a customer.

        01 May 201902:35PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 16-05-2019 12:00 AM Time Taken: 2.50

        Hi Sanjay, 

        Documentation for the case has been updated under

        • Business Intelligence-> Report Schedule.
        • Business Intelligence-> Report Email Log
        • Company Administration -> Processes -> System Processes.

        Thanks
        Rashna


        06 May 201901:36PM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 06-05-2019 01:36 PM Time Taken: 1.50
        Thanks Rashna 

        09 Oct 201908:14AM Comment 11 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019
        If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10262 in the subject line of all emails regarding this issue.

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