JobJar with Table Creation Feature

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Job: 539225 Emails | Attachments | Set Watch | Initiate RFC            
Entered by: Sumegh Vyas (posc) on February 16th 2023 Last Updated: June 19th 2023            
Status: Project:            
Priority: Interested Merchants:
         
Dev Priority: Category:                
Responsible:                  
F/U Date: Complete by: Delivery:            
Synopsis:            
Add Note:            
Time Spent:
(245 Mins)
Work Units: Design:1h 50m 
QA:1h 5m 
Total Spent:   2h 55m
            
Value:
    Currency:  
                   
             
Priority Queue Position:
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Promotion Note Create

Summary Note as of Feb 16 2023 18:34:19
Edit   Show History
Description
BUSINESS REQUIREMENTS

SV

GOAL

Make it easy to create Tables in JobJar

USER STORY/STORIES

Kevin is managing the Rollout of a GivexPOS Implementation for a Large Brand - 50+ Stores. He wants to track a lot of the activity in JobJar to follow company processes and help all stakeholders have good visibility of the Project status. He is comfortable with Excel and quickly develops a table and populates it with the required Columns and data. He then tries to BUILD this same data in JJ Summary Note and after trying unsuccesfuly for hours, gives up and ends up attaching an Excel Spreadsheet to the Job.

Someone tells Kevin, you should have used this website to convert Excel data to RST instead: https://tableconvert.com/excel-to-restructuredtext

Kevin goes to the site, copies and pastes his Excel table data and voila - 1 click later he has the RST Text to copy paste into Summary Note and the Table is built. In a matter of seconds! Problem is... This website now has it's hooks (cookies) into Kevin's PC and is tracking him all over the net. Unintended consequences...

Wouldn't it be great if JobJar offered the same copy / paste => Table Generate functionality natively!


SPECIFIC REQUIREMENTS*

1 - Add an option to Create Job Jar tables by copying / uploading data from user friendly formats like Excel. Similar to: https://tableconvert.com/excel-to-restructuredtext


RELATED JJS & FUNCTIONALITY*



VALUE/WHO WANTS IT (STAKEHOLDERS)

- Internal Givex Management

WHAT WOULD HAPPEN IF WE DO NOT DO THIS

Team members would continue to struggle to build tables in JJ and struggle with full JJ Adoption for Project Management or they would end up using unsecure 3rd party websites / tools.

SUGGESTED SOLUTIONS*
Insert Table

Method: File Upload

Upload file 
.. csv-table::
   :width: 1,1,1,1
   :delim: ,
   merchant_id,merch_name,outlet_id,store_name,training,host_mode,verified_offline,olo_site,hma,twin_setup,cloud_print
   3136,Milestones,3196,MIL #5204 - Victoria BC,f,f,f,f,f,f,t,f
   3136,Milestones,3197,MIL #5207 - Park Royal BC,f,f,f,f,f,f,t,f
   3136,Milestones,3208,MIL #5208 - Langely BC,f,f,f,f,f,f,t,f
JobJar View | PREVIEW

Method: Table Builder

{below is a progression of the table being built}



Design Note : Step 1 --- User Copy-Pastes content or manually types them
    ||    

Cell in column 1, header row

Cell in column 2, header row



Cell in column 1, row 2

Cell in column 2, row 2



Cell in column 1, row 3

Cell in column 2, row 3



Cell in column 1, row 4

Cell in column 2, row 4








Design note: Step 2 --- User checked "Highlight headers" option

    ||    
 
 
 




[options="header"]
[cols="1,1"]
|===
| Cell in column 1, header row
| Cell in column 2, header row

| Cell in column 1, row 2
| Cell in column 2, row 2

| Cell in column 1, row 3
| Cell in column 2, row 3

| Cell in column 1, row 4
| Cell in column 2, row 4









Design note: Step 3 --- User applies changes and previews the table

    ||    
 
 
 





Cell in column 1, header rowCell in column 2, header row



Cell in column 1, row 2Cell in column 2, row 2
 

Cell in column 1, row 3Cell in column 2, row 3
 

Cell in column 1, row 4Cell in column 2, row 4
 




    


        

















            

            

            
            
           




    



    

        
    

        
    



     

        
Notes

    

                   

                  

            

            

                
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            Date
            EB
            Action
            Description
        

        

            Jun 19 2023
19:15:59		
            Dexter Merquita (bc)
            Time Spent: 1h 15m Design
            


RESEARCH


Was able to quickly generate an RST table by copy-pasting a csv file and feeding into our jobjar


QA Note


    

  1. Convert xlsx file into CSV
    

    2. 

  2. Open the file in notepad++
    

    3. 

  3. Select entire file and indent once
    

    4. 

  4. Copy the entire file (and keep in the clipboard)
    

    5. 

  5. In the jobjar, use 'csv-table' directive and use ":delim: ,"
    

    .. csv-table::
   :widths: 1,1,1,1,1,1,1,1,1,1,1
   :delim: ,
   :header-rows: 1

    

    6. 



File (data excerpt) was taken from JJ#466888


















merchant_id
merch_name
outlet_id
store_name
training
host_mode
verified_offline
olo_site
hma
twin_setup
cloud_print





3136
Milestones
3197
MIL #5204 - Victoria BC
f
f
f
f
f
t
f



3136
Milestones
3196
MIL #5207 - Park Royal BC
f
f
f
f
f
t
f



3136
Milestones
3208
MIL #5208 - Langley BC
f
f
f
f
f
t
f



3136
Milestones
3205
MIL #5213 - Coquitlam BC
f
f
f
f
f
t
f



3136
Milestones
3216
MIL #5217 - Dixon Road - Etobicoke ON
f
f
f
f
f
t
f



3136
Milestones
3221
MIL #5218 - Mississauga West - Mississauga ON
f
f
f
f
f
t
f















DESIGN CONCEPT


    

  1. We create a new section under "Summary Note" that will allow user to create a table within jobjar using various data input methods (see below).
    2. 

  2. Provide basic UI controls for adding table/rows and columns right from within this new section.
    3. 

  3. User clicks "Preview Table" and then "Confirm" to build the table as a jobjar note
    4. 

  4. User clicks the regular "Update Job" or "Preview" buttons, as need be.
    5. 



Data input methods




method 1: file upload - Upload a xlsx or csv file. Then, we identify and count the number of headers. We use this data to build the table structure using RST or whatever engine we want to use for rendering content.


method 2: editor view - this is the main feature for defining table dimension, adding content


method 3: default view -- our regular JobJar note data entry window






        

                

                
                


    


    


    


    


    


    


    


    

    

    

    
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