...
Any time a user creates a new forecast, they are taken here and have to supply a new name and description. If they are editing an existing forecast, they also come here but the name and description are open for editing. If a user edits the title, this does NOT create a new forecast, it just edits the existing name (we maintain a unique forecast id under the hood). A forecast is saved in a special table in the backend, one per user. This table allows users to edit one forecast as much as they want without committing it. When they click Save, the system will validate the forecast and save it if it passes validation.
...
Element | Control | Functional Description | Technical Rules |
|---|---|---|---|
Name field | text input | User stores and edits Forecast name | Defaults to "MIT-All Forecast", key is COMMON (which is MITALL) |
Show's Shows forecasts, | checkbox | User clicks on it to show and hide existing commitments | Defaults to forecast checked for people, expenses, revenue blocks, commitments also checked for people |
Show/Hide Accordion | button | Shows and hides all commitments in GL block | Overrideable by the Show Actuals and Commitments checkbox (if user hides people block, clicks hide all, then clicks show all, people block is visible) |
Person People name field | text input | User can search for person (autocomplete) including TBHs | After third keydown, set timeout for 300 miliseconds, if no further keydown, execute search call (wait until the user pauses). Make timeout length a setting, let us play with it, hide setting for January release and default to best guess. Show default if users complain. |
Appointment field | dropdown list (select) | Until you choose a person, the only thing in the Appointment field is "choose a person". If you choose a person, the appointment field gets filled with the one or more appointments they have. If they choose a TBH, the appointment is filled in by the choice. | Until appointment is chosen, other people fields to the right are hidden. Once appointment call to backend is made and speculation id is returned, other fields are then shown with default values from call. |
Start Date | autofill, text input | For People: If TBH, User puts in date. Dates populate if Appointment exists | For People: Required field for TBH Required field. Format is shown to the user upon entry |
End Date | autofill, text input | User puts in date | Required field. Normal Calendar widget behavior, hidden until appointment is chosen |
Allocation | text input | User enters number | Required field. Floating number rounded to nearest two decimals (percentage), hidden until appointment is chosen |
For People: If TBH, User puts in date. Dates populate if Appointment exists | For People: Required field for TBH. Format is shown to the user upon entry | ||
% (Allocation) | text input | User enters number | Required field. Floating number rounded to nearest two decimals (percentage), hidden until appointment is chosen |
Pay Rate | autofill | Number populates from system once People name and Appointment is selected | Floating number rounded to nearest two decimals, hidden until appointment is chosen |
On Campus? | check box | User indicates if appointee is on campus. (pre-populates) | For non-students this field doesn't apply, so the field is not editable to the user. |
Tuition | autofill | Number populates from system once People name and Appointment is selected | Floating number locked to two decimals (money), hidden until appointment is chosen. For non-students and others, when the field is N/A, it is not editable. |
All Expenses: | dropdown list (select) | User choose an expense category from 5 options. | Required field within All Expenses. Alternatively, the category is pre-populated within the specific subset tabs. |
Name field: | text input | User enters number name in field | Required field. Floating number rounded to nearest two decimals, hidden until appointment is chosen |
Item cost Tuition | text input | User enters number for tuition inputs cost amount | Required field. Floating Floating number locked to two decimals (money), hidden until appointment is chosen . |
Revenue amount |
|
|
|
Comment | text area | User enters description. User can grow text box if wanted | Not required. Shrink text area to make inline row, let them expand it they want. |
Add Row | button | Adds new forecast row of the same type below existing lines |
|
Save button | button |
| Always appears. |
Save As Button | button |
| Only active (change state from gray to active) if forecast has been saved at least once, ie not when new forecast is being created. |
Revert Button | button |
| Only active (change state from gray to active) after forecast has been saved at least once. |
Publish Button | button | Opens dialog that asks user where do they want to publish to: PI, Department or MITALL |
|
...