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pegasystems / uplus-wss

The Uplus application showcases how a web application can be integrated with the Pega Platform around Mashup, Co-Browse, Pega chat and Knowledge Management as well as with the Customer Decision Hub (CDH) for offers and realtime streams.
https://pegasystems.github.io/uplus-wss/
Apache License 2.0
39 stars 47 forks source link

Modifications to mobile screens for Insurance #125

Closed VidyaMenon closed 4 years ago

VidyaMenon commented 4 years ago

Can we have the 3 options/icons available on mobile to be renamed to Policies, Self Service and Recent Activity (Currently they are Get a quote, File a Claim and Support request) and have appropriate icons to suit the labels. When clicking on the middle icon, we get to a screen. We would like that heading to state 'Options for Self Service'.

Can we make the third icon inactive so that nothing happens on click. Currently it takes us to a dummy screen. Can we make the first icon click show a section with only policies and remove the 'to do' and 'quick links' and offer. Or provide an option in settings file where this can be configured.

ricmars commented 4 years ago

Can we have the 3 options/icons available on mobile to be renamed to Policies, Self Service and Recent Activity- Done have appropriate icons to suit the labels. Done - if not good, create pull request We would like that heading to state 'Options for Self Service'. Done Can we make the third icon inactive so that nothing happens on click. Done

Can we make the first icon click show a section with only policies - not done - policies is hardcoded - why hide the todo on this screen?

ricmars commented 4 years ago

removed offer and quicklink for the 1st link on phone for insurance only - closing enhancement request.

VidyaMenon commented 4 years ago

Hi @ricmars This change seems to have broken quick links. Now when I login to mobile and click Self Service icon (middle one), I see the 3 quick links (non hidden ones) which is correct. But when I click Address Change, I just see a blank screen. The case is not getting invoked. When I try the same with wss code before this change, it is working fine. Looks like its trying to open quicklink1, which is the hidden one. Because Address change is second in list. But actually it is quicklink 3 in the settings file.

json file is given below.

{"i18n":{"defaultlocale":"en","languages":["en"],"showLangSwitch":false},"quicklinks":[{"title":{"en":"Auto accident"},"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-FNOL-Auto-Pers","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-car-solid","extraparam":"","hide":false},{"title":{"en":"Homeowner"},"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-Personal-HomeOwner","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-car-solid","extraparam":"","hide":true},{"title":{"en":"Resume Address Change"},"action":"openAssignment","actionparam":"","objclass":"PegaIns-Serv-Work-ChangeAddress","url":"https://ins84demodata.pegatsdemo.com/prweb/app/CSISelfService_9215/","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-car-solid","extraparam":"","hide":true},{"title":{"en":"Change address"},"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-ChangeAddress","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-home-alt-solid","extraparam":"IsWSSQuickLink=true,IsWSSCACase=true","hide":false},{"title":{"en":"Make payment"},"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-MakePayment","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-life-ring-solid","extraparam":"","hide":false},{"title":{"en":"Change beneficiary"},"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-Life-ChangeBeneficiary","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","icon":"pi-plane-solid","extraparam":"","hide":true}],"billpay":{"action":"createNewWork","actionparam":"","objclass":"","url":"","startcase":"pyStartCase","application":"","extraparam":"","hidebillpay":false},"todo":{"action":"display","actionparam":"WSSHomeScreenMain","objclass":"Data-Portal","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","extraparam":"","hideactivity":true,"hideaccount":false},"kmhelp":{"action":"display","actionparam":"KMHelpSitePortal","objclass":"Data-Portal","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","extraparam":"pyActivity=KMDisplayHelpPortal,KMHelpSiteName=UPlusHelp","username":"","password":""},"homeheroaction":{"action":"createNewWork","actionparam":"","objclass":"","url":"","startcase":"pyStartCase","application":"","pega_userid":"","pega_pwd":"","extraparam":""},"offeraction":{"action":"createNewWork","actionparam":"","objclass":"PegaIns-Serv-Work-MicroIns-Travel","url":"https://ins84demodata.pegatsdemo.com/prweb","startcase":"pyStartCase","application":"CSISelfService","pega_userid":"MaryJohnson86@pegatsdemo.com","pega_pwd":"install12345!","extraparam":"ContactId:CONT-28"},"users":[{"username":"Geoff.Smith","password":"install12345!","img":"Avatar-Geoff.jpg","company_name":"","name":"","accountID":"","contactID":"CONT-11","customerID":"","extraparam":"","pega_userid":"Geoff.Smith@pegatsdemo.com","pega_pwd":"install12345!","bill_pay":164.8,"load_by_default":false,"billpay":164.8},{"username":"MaryJohnson","password":"install12345!","img":"avatar-maryjohnson.jpg","company_name":"","name":"","accountID":"","contactID":"CONT-28","customerID":"PEGAINSCRM-WORK-CONTACT CON-2307","extraparam":"","pega_userid":"MaryJohnson86@pegatsdemo.com","pega_pwd":"install12345!","bill_pay":164.8,"load_by_default":true,"billpay":164.8},{"username":"Ava.Jensen","password":"install12345!","img":"Avatar-Eva.jpg","company_name":"","name":"","accountID":"","contactID":"CONT-10209","customerID":"PEGAINSCRM-WORK-CONTACT CON-24001","extraparam":"","pega_userid":"Ava.Jensen@pegatsdemo.com","pega_pwd":"install12345!","bill_pay":164.8,"load_by_default":true,"billpay":164.8}],"pega_chat":{"WCBConfigName":"CSIWSS web chat bot","WebChatBotID":"bota0fd61dc4b054ea899e9f943ab454d94","ApplicationName":"CSISelfService","MashupURL":"https://ins84demodata.pegatsdemo.com/prweb/PRChat/app/CSISelfService_7312","ShowAsButton":true,"EnableProActiveNotification":false,"ResetLogout":true,"ProActiveNotificationDismissTime":"","CoBrowseServerURL":"https://ins84demodata.pegatsdemo.com:8043/co","CoBrowseToken":"58d3c9aa21365a993bb0fed3"},"pega_marketing":{"Host":"ins84demodata.pegatsdemo.com","Port":"8043","replaceHomePageHeader":false,"showAIOverlay":false,"enableRTS":false,"homePage":{"containerName":"TopOffers","placement":"Hero,Tile,Tile,Tile","clickaction":"Mashup"},"accountPage":{"containerName":"Progressive","placement":"Tile","clickaction":"Mashup"},"phonePage":{"containerName":"TopOffers","placement":"Tile","clickaction":"Mashup"},"offerPage":{"containerName":"TopOffers","placement":"Hero,Tile,Tile,Tile","clickaction":"Mashup"}}}

ricmars commented 4 years ago

likely a configuration issue - wrong files on the server or wrong config file auto-accident works fine for me using the above configuration

image

VidyaMenon commented 4 years ago

Auto accident seems to be working because it is the first one in quick links list so resolves to quicklink 0. But address change is actually quicklink3, but from mobile it is resolving as quicklink 1 which is homeowners and not correctly configured. Shouldn't it consider the auto hide and ignore the second item in quicklinks and resolve to quicklink 3 for address change instead of quicklink 1? Currently we changed the order in quicklinks and resolved the issue, but I think this is a bug?

On Fri, Mar 13, 2020, 8:08 PM Richard Marsot notifications@github.com wrote:

likely a configuration issue - wrong files on the server or wrong config file auto-accident works fine for me using the above configuration

[image: image] https://user-images.githubusercontent.com/29442140/76630599-af1fbc80-6516-11ea-95ac-4483800c2033.png

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ricmars commented 4 years ago

because of the filtering I added on mobile to hide quicklinks, the wrong object was being opened - this issue is fixed with my last commit