This chapter will guide you through the process of implementing new component to Web Portal using WPF SDK. We will also list down all WPF SDK process menus, and explains only menus that are used in Web Portal.
1. Adding new component
In this step, we will explain “How to add new JavaScript SDK component and render it as HTML page?”.
We will be creating new component “Chart of Accounts” and adding it to existing list of menus/components.
For each menu, there is corresponding html page which renders when user click on that menu.
First we have to find where the existing html pages in source code are. You can find in “Views/App” folder. Now, you can copy existing page “CheckList.cshtml” and rename it to “ChartOfAccounts.cshtml” and then add to the project in same hierarchy “Views/App” folder.
To make appropriate changes in html page, you need to login WPF application (http://apps.saasplications.com/wpf/). In “Financials” menu, press “Chart of Accounts” menu. Then in “System” menu, press “Traffic Debug”. You can see both “Request” and “Response” in both text and XML forms.
You need to set “ViewBag.Title” to same menu text as is in WPF application which is “Chart of Accounts”. You can keep “ViewBag.Icon” same as was in “CheckList” but you can change if you want.
In Traffic, you can find Activity name and Style.
Now, you need to bind to that activity in your html page.
For now, your html page (empty) is created. Now you need to add this html page to get it displayed in existing menu list.
You can find that file where existing html pages are added, and that is “FormMapping.xml”. You can add your page at bottom.
You can build and run application. You can see new menu “Chart of Accounts”.
You can see empty “Chart of Accounts” page when you click on new menu.
2. Driver
We will list and explain all sub-menus of Driver menu.
2.1 Vehicle Check
Vehicle Check is used as safety measure application in which driver has to enter vehicle code/ODO and also check for any issue. If driver see any issue, he must need to report that issue and replace vehicle by finding another vehicle and assigning to himself. Then. he can mark "Vehicle Check Done".
To build Vehicle Check page, we need to see traffic debug and XML request to identify activity name and style.
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.TourRun" data-ex-activitystyle="VehicleCheck"> </div>
We need to replicate fields in Web application as exist in WPF application after adding static header Vehicle code/rego.
To add static field Rego/License No; use data-ex-bind to "field", and data-ex-fieldid to "Vehicle.RegoLicenceNo".
<div class="input-group" data-ex-bind="field" data-ex-fieldid="Vehicle.RegoLicenceNo"> <label data-ex-attribute="label" class="control-label"></label> <span data-ex-attribute="value" class="form-control-static"></span> </div>
To add ODO input field; use data-ex-bind to "field" and data-ex-fieldid to "ODO.Start".
<div class="input-group" data-ex-bind="field" data-ex-fieldid="ODO.Start"> <span data-ex-attribute="label" class="input-group-addon">ODO</span> <input data-ex-attribute="value" type="number" class="form-control" min="0"> </div>
We need to add three tabs Things to Take, Report Issue and Change Driver while making first tab Things to Take as active tab.
<ul id="vehicleCheckTabs" class="nav nav-tabs" role="tablist"> <li role="presentation" class="active"> <a href="#things" id="things-tab" role="tab" data-toggle="tab">Things To Take</a> </li> <li role="presentation"> <a href="#report" role="tab" id="report-tab" data-toggle="tab">Report Isssue</a> </li> <li role="presentation"> <a href="#driverChange" role="tab" id="driverChange-tab" data-toggle="tab">Change Driver</a> </li> </ul>
Now, we need to add contents/fields to each tab.
<div id="vehicleCheckTabContent" class="tab-content"> </div>
We need to display special instructions (if exist) in Things to Take tab. To bind with Special Instructions field; use data-ex-bind to"field" and data-ex-fieldid to "SpecialInstructions".
<div id="vehicleCheckTabContent" class="tab-content"> <div role="tabpanel" class="tab-pane active in" id="things" data-ex-bind="field" data-ex-fieldid="SpecialInstructions"> <p style="padding-top: 10px; padding-bottom: 10px" class="col-xs-12" data-ex-attribute="value" data-ex-renderashtml="true"></p> </div> </div>
In Report Issue tab, user can report any issue and can replace vehicle as well.
<div id="vehicleCheckTabContent" class="tab-content"> <div role="tabpanel" class="tab-pane in" id="report"> </div> </div>
To report issue we need to create text field to enter issue and then button to report/save issue. To bind field data, use data-ex-fieldid to "Vehicle.Issues.Issue". To bind button to Save method, use type="submit", data-ex-contextobject='Vehicle.Issues', data-ex-bind="method", data-ex-method="Save".
<div class="input-group" data-ex-bind="field" data-ex-fieldid="Vehicle.Issues.Issue"> <input id="issueToReport" x-webkit-speech type="text" class="form-control" placeholder="Enter Issue..." data-ex-attribute="value"> <span class="input-group-btn"> <button id="reportIssue" class="btn btn-default" type="submit" data-ex-contextobject='Vehicle.Issues' data-ex-bind="method" data-ex-method="Save">Report</button> </span> </div>
Now, we need to list down all vehicles registration number, and show them in drop-down list once user press Get Vehicles button.
To fetch data from service, use data-ex-bind="method" data-ex-method="listReplacementVehicles".
<button class="pull-right btn btn-primary btn-lg" style="margin: 0 5px;" data-ex-bind="method" data-ex-method="listReplacementVehicles"> Get Vehicles </button>
To select specific Vehicle number, and bind selected field, use data-ex-bind="datafield" data-ex-fieldid="UDefInt" so that selected vehicle is passed to service using field "UDefInt".
<div class="input-group"> <span class="input-group-addon">Select Replacement Vehicle</span> <select class="form-control" data-ex-bind="datafield" data-ex-fieldid="UDefInt" data-ex-populatemethod="listReplacementVehicles" data-ex-autopopulate="0"> </select> </div>
To apply vehicle change, user need to press Apply Vehicle Change. To apply this we need to bind method to "applyVehicleChange".
<button class="pull-right btn btn-primary btn-lg" data-ex-bind="method" data-ex-method="applyVehicleChange"> Apply Vehicle Change </button>
Now if you build and run, you can see Vehicle check page.
In last tab, Change Driver, user can assign vehicle using button Assign Me as Replacement with binding to method "assignMeAsReplacementDriver".
<div id="vehicleCheckTabContent" class="tab-content"> <div role="tabpanel" class="tab-pane in" id="driverChange"> <button class="pull-right btn btn-primary btn-lg" data-ex-bind="method" data-ex-method="assignMeAsReplacementDriver"> Assign Me as Replacement </button> </div> </div>
Now, user can mark both fields Supporting Items Onboard and Vehicle Check Done.
<div class="input-group" data-ex-bind="field" data-ex-fieldid="SupportingItemsOnboard"> <input id="SupportingItemsOnboard" type="checkbox" data-ex-attribute="value" /> <label for="SupportingItemsOnboard" class="form-control" data-ex-attribute="label">Supporting Items Onboard</label> </div> <div class="input-group" data-ex-bind="field" data-ex-fieldid="VehicleCheckDone"> <input id="vehicleCheckComplete" type="checkbox" data-ex-attribute="value" /> <label for="vehicleCheckComplete" class="form-control" data-ex-attribute="label">Vehicle Check Completed</label> </div>
2.2 Manifest
Manifest application is used to maintain passenger data in which driver on his vehicle pass on to some hotels and is supposed to pick passengers from that hotels. Passenger personal information is also maintained who take ride.
To build Manifest page, we need to see traffic debug and XML request to identify activity name and style.
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.TourRun" data-ex-activitystyle="Manifest"> </div>
Please note that Manifest app is still in-progress. But still we will explain the fields that are displayed in Manifest app. We will explain how these data fields are bound.
To add Destination field to Manifest app, use data-ex-bind="field" data-ex-fieldid="DestinationId".
<div class="day-info" data-ex-bind="field" data-ex-fieldid="DestinationId"> Destination: <span data-ex-attribute="text"></span> </div>
To add Vehicle field to Manifest app, use data-ex-bind="field" data-ex- fieldid="Vehicle.RegoLicenceNo".
<div class="day-info" data-ex-bind="field" data-ex- fieldid="Vehicle.RegoLicenceNo"> Vehicle: <span data-ex-attribute="value"></span> </div>
To add Total Pax field to Manifest app, use data-ex-bind="field" data-ex-fieldid="Pax".
<div class="day-info" data-ex-bind="field" data-ex-fieldid="Pax"> Total Pax: <span data-ex-attribute="value"></span> </div>
Now we need to add checkbox input field of label Hide Pixed up Pax , and bind field id to "HideCompletedChildren".
<div class="input-group" data-ex-bind="field" data-ex-fieldid="HideCompletedChildren"> <input id="vehicleCheckComplete" type="checkbox" data-ex-attribute="value" /> <label for="vehicleCheckComplete" class="form-control" data-ex-attribute="label">Hide Pixed up Pax</label> </div>
To get list of hotels, we need to fetch data using data-ex-bind="data" data-ex-populatemethod="listHotelPickups" data-ex-autopopulate="1", and display data in table.
<div class="table-responsive"> <table class="table" id="hotelPickupList" data-ex-bind="data" data-ex-populatemethod="listHotelPickups" data-ex-autopopulate="1"></table> </div>
Now we driver can press Leave City button once pickup is complete.
<button id="leavingCity" type="button" data-ex-bind="method" data-ex-method="pickupsComplete" class="btn btn-lg btn-primary"> Leaving City </button>
Then notes can be added using Notes field with binding to "DriverNotes".
<div data-ex-bind="field" data-ex-fieldid="DriverNotes"> <h3>Notes</h3> <textarea data-ex-attribute="value" style="width: 100%; height: 50px; resize: none;"></textarea> <button class="btn btn-primary">Save</button> </div>
2.3 Menu
Menu app is used for Meal selections. Who would be supplier? How many guests are there? What are the selections of menu items? What is the estimated time of arrival?
To build Menu page, we need to see traffic debug and XML request to identify activity name and style.
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.TourRun" data-ex-activitystyle="MealMenu"> </div>
Please note that Menu app is still in-progress. But still we will explain the fields that are displayed in Menu app. We will explain how these data fields are bound.
To fetch data for all menu items, we need to build request and bind fields and display data in table as follows:
<div> <table class="table" id="mealMenuSelections" data-ex-bind="data" data-ex-populatemethod="listMenuSelections"></table> </div>
To fetch data for only work meal menu items, we need to build request and bind fields and display data in table as follows:
<div> <table class="table mealMenuSelectionSummary" id="mealMenuSelectionSummary" data-ex-contextobject="WorkMealMenu" data-ex-bind="data" data-ex-populatemethod="publishSelectionsSummary"> </table> </div>
To add Notes field to Menu app, use data-ex-bind="field" data-ex-fieldid="WorkMealMenu.Notes".
<di data-ex-bind="field" data-ex-fieldid="WorkMealMenu.Notes"> <h3>Notes</h3> <textarea style="width: 100%; height: 50px;" data-ex-attribute="value"></textarea> </di>
To add ETA field to Menu app, use data-ex-bind="field" data-ex-fieldid="WorkMealMenu.ETA".
<div data-ex-bind="field" data-ex-fieldid="WorkMealMenu.ETA"> <span>ETA</span> <input id="mealMenuEta" tabindex="1" data-ex-attribute="value" type="number" class="form-control" /> </div>
To add Send Email button to Menu app, specify type="button" data-ex-bind="method" data-ex-method="sendSelectionsEmail".
<button id="passengerNoShowButton" type="button" data-ex-bind="method" data-ex-method="sendSelectionsEmail" class="btn btn-lg btn-primary"> Send Email </button>
2.4 Return Manifest
Return Manifest application is opposite to Manifest application. In Manifest, passengers were picked up from hotels but in Return Manifest passengers are dropped off back to their places.
To build Return Manifest page, we need to see traffic debug and XML request to identify activity name and style.
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.TourRun" data-ex-activitystyle="ReturnManifest"> </div>
Please note that Return Manifest app is still in-progress. But still we will explain the fields that are displayed in Return Manifest app. We will explain how these data fields are bound.
To get list of drop-off locations, we need to fetch data using bindings as follows and display data in table.
<div class="table-responsive"> <table class="table" id="finalDropoffList" data-ex-bind="data" data-ex-populatemethod="listFinalDropoffs"></table> </div>
To hide drop-off location, we can add checkbox Hide Dropped Off so user can hide or show drop-off location.
<div data-ex-bind="field" data-ex-fieldid="HideCompletedChildren"> <input id="vehicleCheckComplete" type="checkbox" data-ex-attribute="value" /> <label for="vehicleCheckComplete" class="form-control" data-ex-attribute="label">Hide Dropped Off</label> </div>
Then driver can finish day by pressing button Finished for day and entering ODO meter reading.
<div data-ex-bind="field" data-ex-fieldid="HideCompletedChildren"> <input id="vehicleCheckComplete" type="checkbox" data-ex-attribute="value" /> <label for="vehicleCheckComplete" class="form-control" data-ex-attribute="label">Hide Dropped Off</label> </div> <div data-ex-bind="field" data-ex-fieldid="ODO.Finish"> <span data-ex-attribute="label" class="input-group-addon"></span> <input data-ex-attribute="value" type="number" class="form-control" min="0"> </div>
2.5 Roster
Roster application shows a list of drivers in order they have to perform duties for specific date range.
To build Roster page, we need to see traffic debug and XML request to identify activity name and style.
<ESA> <CreateActivity name="ERP.Person" style="PortalRoster" suppressFields="1"> <Field id="CurrentBranchId" masked="0" /> <Field id="QueryDateRange.From" masked="0" /> <Field id="QueryDateRange.To" masked="0" /> <DataPublication autoPopulate="0" id="driverroster" populateMethod="listDriverRoster" /> <DataPublication autoPopulate="once" id="CurrentBranchComboBox" populateMethod="listBranches" queryMode="single" /> </CreateActivity> </ESA>
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.TourRun" data-ex-activitystyle="PortalRoster"> </div>
In Roster app, we simply need two fields; From Date and To Date to enter From and End date respectively. We also need to have List Roster button so when user press it, all drivers will be listed for specified date range.
To pass From and To date to service, we need to bind these fields.
From date is bound to field "QueryDateRange.From" while To date is bound to "QueryDateRange.To". And "datepicker" adapter is used to show calendar to select date.
<div data-ex-bind="field" data-ex-fieldid="QueryDateRange.From"> <span class="input-group-addon"><i class="glyphicon glyphicon-calendar"></i> From</span> <input type="text" data-ex-attribute="value" data-ex-adapter="datepicker" class="form-control"> </div> <div data-ex-bind="field" data-ex-fieldid="QueryDateRange.To"> <span class="input-group-addon"><i class="glyphicon glyphicon-calendar"></i> To</span> <input type="text" data-ex-attribute="value" data-ex-adapter="datepicker" class="form-control"> </div>
To get data from service we added button List Roster when pressed request is made to service so we would have all drivers available.
<button id="listDriverRoster" type="button" data-ex-bind="method" data-ex-method="listDriverRoster"> List Roster </button>
To display data returned from service, we need to display in table.
<table id="portalRoster" data-ex-bind="data" data-ex-populatemethod="listDriverRoster"></table>
2.6 Cash Count
Cash Count application is used to collect and count cash for Journal batches, find the discrepancy if exist, and reconcile cash based on cash collected and spent.
To build Cash Count page, we need to see traffic debug and XML request to identify activity name and style.
<ESA> <CreateActivity name="ERP.JournalBatch" style="Driver" suppressFields="1"> <Field id="CreatorId" masked="0" /> <Field id="JournalFilter" masked="0" /> <Field id="CurrentBranchId" masked="0" /> <Field id="Status" masked="0" /> </CreateActivity> </ESA>
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.JournalBatch" data-ex-activitystyle="Driver"> </div>
Now, we need to get list of journal batches, so user can select any batch and reconcile. We can get data using method "listMyBatchesToReconcile" using data field "PersistentId".
When list of batches are available, then user can select any batch using drop-down list that can be added as follows:
<div data-ex-bind="datafield" data-ex-fieldid="PersistentId" data-ex-populatemethod="listMyBatchesToReconcile"> <label for="PersistentIdField">Run:</label> <select id="PersistentIdField" class="form-control"></select> </div>
Once you select batch from Journal batches list then can see its status. If Journal batches have different Statuses. A cash batch may be counted for example.
We can display status fields and batch status as follows:
<div id="statusField" data-ex-bind="field" data-fieldid="Status"> <label data-ex-attribute="label"></label> <p data-ex-attribute="text"></p> </div>
We can also see cash discrepancy using data-fieldid="CashDiscrepancy".
<div id="cashDiscrepancyField" data-ex-bind="field" data-fieldid="CashDiscrepancy"> <label data-ex-attribute="label"></label> <p data-ex-attribute="value" class="form-control-static pull-right"></p> </div>
Now, we need to get count of each bill of $100, $50, $20, $10, $5, $1.
<div data-ex-bind="field" data-fieldid="BillCount100.Plan"> <label for="count100Field">$100</label> <input id="count100Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="BillCount50.Plan"> <label for="count50Field">$50</label> <input id="count50Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="BillCount20.Plan"> <label for="count20Field">$20</label> <input id="count20Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="BillCount10.Plan"> <label for="count10Field">$10</label> <input id="count10Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="BillCount5.Plan"> <label for="count5Field">$5</label> <input id="count5Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="CoinCount200.Plan"> <label for="count2Field">$2</label> <input id="count2Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div> <div data-ex-bind="field" data-fieldid="CoinCount100.Plan"> <label for="count1Field">$1</label> <input id="count1Field" tabindex="4" data-ex-attribute="value" type="number" class="form-control" /> </div>
Here is the Total field which is calculated automatically based on number count of $100, $50, $20, $10, $5, $1.
<div data-ex-bind="field" data-fieldid="TotalBillsAndCoins.Plan"> <label for="totalBillsAndCoinsField">Total:</label> <input id="totalBillsAndCoinsField" data-ex-attribute="value" type="text"/> </div>
Now we need to reconcile batches based on cash collected and spent.
<div data-ex-bind="field" data-fieldid="TotalCash"> <label for="totalCashField">Cash Collected:</label> <input id="totalCashField" data-ex-attribute="value" type="text"/> </div> <div data-ex-bind="field" data-fieldid="TotalSpent"> <label for="totalSpentField">Cash Spent:</label> <input id="totalSpentField" data-ex-attribute="value" type="text" /> </div>
Once reconciliation is done, user can mark it by pressing Save button.
<button id="saveButton" tabindex="8" data-ex-bind="method" data-ex-method="MarkCounted"> Save </button>
2.7 Confirm Tomorrow
As Manifest application is used to maintain passenger data in which driver on his vehicle pass on to some hotels and is supposed to pick passengers from that hotels. Passenger personal information is also maintained who take ride. In Return Manifest passengers are dropped off back to their places.
Confirm Tomorrow is just used to confirm once correct information is made, otherwise Manifest will be rejected. All other fields are same.
<div> <a href="#" id="confirmManifest" data-ex-bind="method" data-ex-method="confirmManifestAndAvailability"> Confirm Manifest </a> <a href="#" data-ex-bind="method" data-ex-method="rejectManifestAndAvailability"> Reject Manifest </a> </div>
3. Financials
We will list and explain all sub-menus of Financials menu.
3.1 Banking
To be added to Portal.
3.2 Assets
To be added to Portal.
3.3 Chart of Accounts
When user clicks new menu “Chart of Accounts”, program must display similar structure as displayed below containing tree-view and respective fields. For this project, only “Name” field was required to be displayed. So when user double clicks any leaf-node, program must raise a request to get data of that node from service, and then name of the clicked node must be displayed in “Name” field, then user can make any change to the field, and then changes must be saved so user can view that changes in WPF application.
To build Chart of Accounts page, we need to see the response in traffic debug how tree-view data is returned from service. You will see tree-view data is organized as follows:
<div class="row" data-ex-bind="activity" data-ex-activityname="ERP.GLAccount"> </div>
You can easily see which data variable “lvChartOfAccounts” you need to bind in your html page to get this all data. So, now you need to make request as follows:
You can debug in browser to see data returned from server when you click on “Chart of Accounts” menu.
Now, you have to build tree-view in JS once data is returned from service. For that, I have added “TreeViewAdapter.js” and referenced in html page as follows:
As we requested data from service using data-ex-bind="data", with back-end view as “DataPublicationView” and model as “DataPublication”, so we have to find which event triggers when data is returned. So I have found that event triggered when data published is “onDataPublished”.
For that event, I have written event handler. And I also found which variable of “DataPublication” model will return all data and that is “$rawXml”.
As you can see from response that all data is encapsulated in Rows tag, so first we need to find “Rows” tag.
Now, we need to loop on Rows children to parse each row and differentiate parent and child items and organize in such a form that each node can have “Attributes” and “Items”. Attributes can have “id”, “value” etc. Items can have further nodes consisting of Attributes and Items. I have also included “ItemsLength” which tells items count. In case of leaf node, “itemsLength” would be zero.
Rows can be parsed as follows:
Further children rows can be parsed using following recursive function.
Once data is formed in tree structure, then we need to display data using html template. For that I have defined two templates: one for parent item and other for child item/leaf node consisting of “li” items with action and label.
To render data, “renderParentItems” function is called on data.
In renderParentItems function, we loop on items and see if itemsLength is greater than zero then use parent template, and also called renderChildItems; otherwise use child template to render node.
Now, if you build and run application, you can see treeview.
Now, the challenge is if you need to find selected item, and get id and type of selected item so that request can be made to genie service to get data for specific node.
For that I have written following code which unselect already selected item, and select current clicked item.
Then I have written click event which triggered when leaf node is selected, then you can get id and type of selected item to pass model function and get data of selected node.
Now, we need to add “Name” field in html page so we can see data returned from service. Also we need to add “Save” button so that changes can be saved using “Save” method.
You can see data changed in Name field was saved and can be viewed in WPF application.
3.4 Find/browse Journal
To be added to Portal.
3.5 General Journals
To be added to Portal.
3.6 Expense Claim
To be added to Portal.
3.7 Journal Batches
To be added to Portal.
3.8 Journal Templates
To be added to Portal.
3.9 Standard Reports
To be added to Portal.
3.10 GST Explorer
To be added to Portal.
3.11 Advanced
To be added to Portal.