PlaidCloud v4.0 Punchlist Items

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Client - General

Enable build and resources to exist inside of plaidcloud public folder
Top menu and taskbar are not flush with border
generate.py build does not include all classes. Need something similar to source-all for build.
Update plaid.command.table.refresh to plaid.command.refresh so we can use it more generically and not just for tables

Client - Table

Enable table filter dialog capability
Click event are popping javascript alert boxes
Refresh button for table does not appear to fire a handle. It produces the following error: blueprintObj.getBlueprintNamespace is not a function
Look into moving the filter control on to the table directly instead of having in toolbar. If this will be an easier implementation it probably makes sense. This would decouple the toolbar from the table a bit more.
Look into moving the refresh control on to the table directly instead of having in toolbar.
ERROR: When clicking on the drill-through for a Distro List the client errors with: this.getPlaidNode() is null, [Break on this error] this.getPlaidNode().addTags('plaidForm');\nMFormContainer.js (line 35)
Filter dialog has no options in the drop-down for selecting the type of filter to apply for the selected field. The list is blank.

Client - Form

Add form field composite widget to handle security permissions. akorn.ui.form.SecurityManager. The data node in constructorSettings will be a list of permission groups (tabbed groups) with an ID and label. Each group will contain a list of security items with CRUD elements specified as available for selection and which ones are selected. The return values should be an dict of groups each containing a dict of item IDs with their bit value:
- 0=No Access
- 1=Read Only / Grant Access
- 2=Read and Update
- 3=Read and Create
- 4=Read and Delete
- 5=Read and Create and Update
- 6=Read and Create and Delete
- 7=Read and Update and Delete
- 8=Read and Update and Delete and Create

Client - Layout Designer

Load layout json and render layout with specified dimensions
Generate json from layout using specified dimensions
Remove all specified parameters from layout json that meet the default value for the param
Build a menu wizard to manage menus using a treeview like structure
Build security management interface for managing item security (bin, tag, mode)
Build data model management to handle the three data modes:
- Specified query
- Generated query from specified fields (no joins allowed)
- ORM model with filters
Designer should have view panes for WYSIWYG design, json, and actual rendering
Build top_container script editor wizard (action, condition, event)
Build top_container script editor for manual scripts
Build object selector area to enable the selection of Blueprint objects for placing on the canvas

Client - Report Designer

Load report json and render report with specified dimensions
Generate json from report using specified dimensions
Build object selector area to enable the selection of report objects for placing on the report canvas

Report

Report Header
Report Title Page
Page Header
Page Numbers (Page x of y)
Page Footer
Report Footer
Sections
Data driven grouped sections
- Summary fields
- Group footers
- Group headers
- Allow grouping order based on summary statistics
- Option to repeat grouped section headers after page break
Lines and Shapes. Report Lab has a built-in module for lines and shapes: http://www.reportlab.org/apis/reportlab/reportlab.graphics.shapes-module.html
Font colors, face, font, and orientation
Images. Report Lab supports image flowables: http://www.reportlab.org/apis/reportlab/reportlab.platypus.flowables.Image-class.html
Bar Codes (Special Image). Report Lab has built-in module for various types of barcodes: http://www.reportlab.org/apis/reportlab/reportlab.graphics.barcode-module.html
JSON based report definition file
Table with row headers repeated after page break
Alternating row colors for easier reading
Table summary statistics available
Text blocks that can break across pages
Fixed and auto-expand sections and fields
Field borders, margin, and padding

Security

Security Group management
SU Grant capability
Grant/Revoke access capability (limited to the granters access)
Enable Beaker based session management using a centralized session database to manage sessions across a distributed environment.

General

User management
User preferences management

Document Management

Enable temporary storage of files being served such as reports or images. These will be stored on the current server and will not persist if the instance goes down.
Enable listing of cloud storage files and directories
Enable navigation of cloud storage hierarchies
Ideally we can provide an appropriate icon for the file type if it isn't too heavy so it looks like an OS level file list.
Enable permanent storage of files to Amazon S3 or other cloud service
- Load/Upload
- Query - List of directories/files and containers
- Edit ACL - file and entire directory
- Generate download links. If we can simply pass a link to the client that would be ideal for a download. But we may need to stream the file through the application.
- Upload/Download through client seamlessly. Any uploads will require persistent storage therefore uploads should go directly to a designated repository.
- Enable connections to multiple repositories using different login credentials. This should be like a subscription model to cloud storage. For now, just Amazon S3.
- Python Amazon Library: http://developer.amazonwebservices.com/connect/entry.jspa?externalID=134

Connection

Build connection defaults into the development.ini file
Enable connection names to map to connections specified in development.ini
Add m2m, m2o, o2m, relationships to ORM models
Enable a single skeleton data population capability
Enable a single demo data population capability

Semantic Data Layer

Integrate SQL Alchemy models
Integrate SQL views
Implement standard filter API for filtering in the layer
Implement introspection capability to determine data source properties
Support read/write to MySQL
Support read/write to LDAP
Support read/write to XML based web service
Support read/write to SimpleDB
Support read only from CSV
Support read only from OFX http://libofx.sourceforge.net/
Support read only from XBRL

Cron

Enable cron job firing from application
Enable cron job management
Build Python based cron capability instead of relying on OS level cron
Should these use curl and be RESTful?
Include way to designate servers as primary cron managers so distributed systems don't all try to run a cron job concurrently. This needs to be checked periodically to make sure the primary cron server is still alive and, if not, another server will pick up the torch.
Add capability to specify a pool of servers that should perform each cron job. The job will be executed on the first available server in the list. “self” is the default and server of last resort if no servers in the list are available. This is intended to allow processing of specific jobs to occur on dedicated hardware if needed.
Some potential ideas:
- http://stackoverflow.com/questions/373335/suggestions-for-a-cron-like-scheduler-in-python
- http://pypi.python.org/pypi/python-crontab/0.7

Definition

Definition management for non JSON based definitions
Enable a method to push updated definitions out to distributed app servers

Distro

Distro list management
Enable creation of distro based distributions via email

Macro

Macro management
Enable recording of a macro
Execute selected macros specified in the GET

Mail

Mail account management
Mail server management
Mail Queue management
Enable adding mail to the Queue
Enable manual sending of mail in Queue
Lock accounts from sending

Plaid Report Service

REST interface for listing directory of stored reports
REST interface for listing stored reports
REST interface for creating a stored report directory
REST interface for creating a stored report
REST interface for listing directory of stored data connections
REST interface for listing stored data connections
REST interface for creating a stored data connection directory
REST interface for creating a stored data connection
REST interface for listing directory of stored (S)FTP connections
REST interface for listing stored (S)FTP connections
REST interface for creating a stored (S)FTP connection directory
REST interface for creating a stored (S)FTP connection
REST interface for listing stored named S3 location connections
REST interface for creating a stored named S3 location connection
REST interface for creating an ACL for the named S3 location
REST interface for testing access to named S3 connection. Owner must grant plaidcloud write access.
REST interface for creating a report using stored data connection and stored report
REST interface for creating a report using stored data connection and passed in report
REST interface for creating a report using stored report and passed in data
REST interface for creating a report using passed in report and passed in data
Create report using specified data and report
Save report to FTP site specified using saved FTP credentials
Save report to S3 location specified and use ACL specified in named S3 connection setup
Stream report back with proper mime type
Write Plaid Report REST libraries for:
- Python
- PHP
- Java
- Ruby (None of us know Ruby but we may be able recruit someone to help translate)
Create service sign-up site
Issue keys and secret keys upon signup
Enable regeneration of secret keys from site
Build QX based report manager app
- Report designer
- Manage stored reports
- Manage stored FTP connections
- Manage stored named S3 locations
- Manage stored named S3 ACLs
- Manage stored data conections
Build decryption layer based on key passed in and secret key stored. Use same encryption approach as Amazon services.
Integrate Amazon billing service for payment
Collect report counts by key in a log file. (Could log access be a value added service?)
Process log files for billing purposes

Complete

Client - Table

Click event column value substitution is not working

Layout

Parse Table Objects
Parse Form Field Objects
Parse FlashChart Objects
Parse Pass-Through Objects
Convert all akorn namespace objects to plaid namespace
Convert tableModel columns from dict type to list type array
Populate table data
Add global text substitution capability

Handle

Process incoming JSON and validate proper handle parameters are present
Validate user session is valid
Catch the special situation of application refreshes when user session dies or no session exists yet
Process a list of handles
Construct a response object for adding outbound response information (global & local)
Respond to client requests through jsonizing the response object

Security

Mode and CRUD based access validation
User login
User logout

General

Enable Log capability
Enable Alert box capability
Enable Info box capability
Enable refresh after login without errors. Currently recieving 8 errors during refresh sequence.
Enable logout and refresh without errors. Currently recieving 8 errors during refresh sequence.

Connection

Build a connection management wrapper for the ORM models
Enable a single build-all capability that will construct a database from scratch
Build ORM models for all existing tables

Document

Build technical infrastructure for permanent storage of files to Amazon S3 or other cloud service
- Load/Upload class
- List of buckets (where current user is owner), directories, and files
- Edit ACL - file and directory
- Edit Owner - file and directory
- Generate public read download links
- Generate private file download links with expiration period
- Enable connections to multiple repositories using different key/secret key credentials

Layout

Populate form field data
Process submitted data
~~Use ORM data models for querying~~ (Not for version 4.0)