Implement Checkboxes in Production

[dianamartin]

Configuration Steps - PROD environment

• Create API View

  • Log in permissions: user, admin, warehouse

• Add purchase_request field on items table (non editable), hide with CSS

[dianamartin]

API VIEW

Page named Add Item (API ONLY)

Scene page

Form - Add Item - This form is only used for API calls to copy records. Should not be exposed to user.

Fields:

• Quantity
• Unit of Measure
• Part #
• Description
• Unit Cost
• purchase_request
• Line Total
• Fund
• Department
• Unit
• Object

Table- contracts - contracts

Column: DOCUMENT ID

Table- objects - objects

Column: Code

Table- units - units

Column: Unit

Form - Add invoice_item (key) - Add invoice_item

Fields:

• Invoice ID
• Item Description
• Amount Due
• Amount Paid
• Balance
• Shipment Received Date
• Quantity Received
• Shipment Received

Checked this page and only needed to add the last form as the other items had already been added in PROD environment.

[dianamartin]

On Request Details page

On the Items table | not editable

• Add column,purchase_request` field

Use CSS to hide field

/ Purchase Requests | Purchase Request Details | Table Checkboxes / .table-checkboxes-parent { vertical-align: middle !important; }

.table-checkboxes { transform: scale(2, 2); margin: 20px !important; }

/ Hide purchase request column in Items table /

view_60 .field_20 {

visibility: hidden; }

view_60 tr.kn-table-totals > td:nth-child(13){

visibility: hidden; }

view_16 .field_20 {

visibility: hidden; }

view_16 tr.kn-table-totals > td:nth-child(13){

visibility: hidden; }

[dianamartin]

Add New Page Rule

User Role contains Admin hide

• [ ] Received Items (invoice_items) - Non Admin table

[amenity]

@mddilley - Can you size this? And do you know if you'll have time to do this this week, potentially Friday afternoon since stuff will have to come offline? /cc @johnclary @mateoclarke

[mddilley]

@amenity I can work on this on Friday or when needed this week. Keep me updated on when things go offline, and I'll plan on completing this. Awesome documentation on this issue, @dianamartin!

[dianamartin]

Emailed users to ask when we should have a maintenance outage for the Finance and Purchasing system. I proposed this upcoming Friday (1/17).

[johnclary]

@dianamartin per @mddilley in this thread, we need to add the Inventory (yes/no) column to the items table.

[dianamartin]

@mddilley @johnclary

Had to explore what page y'all meant when you said view 16 to view 60. In the Test Finance system: the Items table (editable) and the Items table (not editable) are different.

I added the Inventory? field in the view 16 for Finance PROD.

[dianamartin]

@mddilley @johnclary Were we going to try to do this week or next? If so, we need to sent out notices to the Finance staff ahead of time.

[johnclary]

@mddilley checkboxes work great, but i have noticed that multiple invoice dropdowns appear. i believe that each time you use the checkboxes to add received items, it adds another invoice dropdown.

Screenshot:

[johnclary]

@mddilley and one last thing, would you move the "Add to Selected Invoice" button to the above the "Received Items" table, and below the invoice dropdown?

[mddilley]

@johnclary @dianamartin I made these changes and also fixed the issue where marking items as received was broken for admin users. Just needed to add a bit more handling for editable (view_16) vs. non-editable (view_60) Items tables.

I wasn't able to reproduce the multiple invoice dropdown issues, but the change for the placement of the "Add to Selected Invoice" button updates the order in which the button and dropdown are added to the view. Can y'all test again and give me a link to a record showing this bug if it is still happening? I've been using this record for testing.

Here's a screenshot:

[dianamartin]

@mddilley @johnclary I tried to add an item as an admin (view 16) and as a normal finance and purchasing viewer (view 60). And lastly, i tried as a warehouse user and was unsuccessful. None allowed me to copy to the Received Items table. I think it's bc you're still working on that.

[dianamartin]

Need to test this again

[dianamartin]

Testing

2019-0436

• Logged in as personal account - Diana
• Confirmed they're inventory items
• spinning forever...
• unable to copy Items to Received Items table

[dianamartin]

Testing

2019-0398

• logged in as Diana - confirmed I have same credentials as Mike
• Confirmed that this PR has inventory items
• Added 2 items from the table
• Added 2 items to Received Items table
• SUCCESS!!

I was even recording it hoping to capture the problem, but there was none; video here

[dianamartin]

@johnclary Communicated with Dan, he got busy and couldn't test it. He offered to test next week, but I said that this was a blocker for us and he's going to test tonight.

[mddilley]

@john - the production JS still lives in this branch https://github.com/cityofaustin/atd-knack-signs-markings/tree/1023-batch-receiving. ~Is there a different place where I should keep this?~ Nvm, Diana told me about https://github.com/cityofaustin/atd-knack-finance-purchasing. I'll create a branch and add it there.

[johnclary]

Thanks, Mike. You can merge that to the pros branch. Lmk if you run into conflicts.

On Feb 10, 2020, at 10:59, Mike Dilley notifications@github.com wrote:

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[dianamartin]

@mddilley @johnclary I had moved some code over when we were consolidating the knack repos. This is the folder.