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ID

KNS Feature

Implemented in KRAD

Notes

User GuideKNS Sample

KRAD Sample

M1

Ability to copy another business object by clicking a link from the lookup. Copies all the attributes except for the primary key, ver number, and object ID fields by default.

Different implementation will be needed, since object ID and version number are no longer required.


(Why can't we do this from a link on the inquiry page? - Would be a new feature request.) 

(tick)

 

N/ACampus

Context

 

M2Upon copy, blanks out any fields determined to be "restricted" based on input from the document authorizer.(tick)KULRICE-10317Restricted is defined as hidden, read-only or masked.  The functionality seems confusing.  When a field is set as hidden, the entire row is hidden so that the user can't set the field for the copy.  This is also the case for ready-only.  With read-only, the copy field is also read-only.  Upon submitting the value of the read-only field will always be blank.  Is this as designed?N/AKFS Invoice RecurrenceTravel Account
M3Ability to delete a business object. (Though usually no link is displayed to perform this operation.)(tick)KULRICE-10318Link shows up but goes to INITIATED maintenance document instead of deletingN/A Travel Company
M4Ability to edit an existing business object.(tick) N/ACountryTravel Account
       
M5Ability to pass in properties on the HTTP request to pre-populate fields on the document. If overrideKeys=field1,field2 not specified, then only parameters with the names of the primary key fields will be used.(tick)Unable to find a KNS example.  Travel Company New - defaulted values
M6Calls into the Maintainable to populate any blank fields which have defaults after a New or Copy document is created. (tick) KULRICE-10362 N/ACountryTravel Account
M7Automatically displays the left "Old" side when editing or copying a business object.(tick)KULRICE-10344 N/AParameter EditTravel Company Edit
M8In any document where the Old/New sections are both displayed, highlight (yellow asterisk in the KNS) fields which have been changed from their "old" values.(tick) N/AParameter EditTravel Company Edit
M9Ability to block the creation of new objects of a given type at the data dictionary level. (allowsNewOrCopy)(tick) N/AKFS AssetLabs Travel Company
M10Knowledge of the fields and collections present in sections (tabs) so that error messages will be displayed under the correct heading.(tick) MEH1CountryTravel Account
M11Auto-opening of tabs which have errors when redisplaying the document after a form submit which performs validation.(tick) N/ACountryTravel Account
M12

Security mechanism which required the registration of all properties displayed on the form. The standard form control tags pushed their field names into a session scope variable. Upon form re-posting, only attributes registered in this way would be posted back to the business object. This was done due to the way that Struts (and now Spring) auto-bind values based on dot-notation. Without this, it is possible to create custom form widgets in the browser and change internal properties of business objects which should have been non-editable by the end user.

(A call like: ${kfunc:registerEditableProperty(KualiForm, field.propertyName)} is used to perform this function from rowDisplay.tag)

The KualiMaintenanceForm also registers a number of properties which are not editable, but which will be present on the form. These are used to prevent the security system from blowing the page for these standard fields. That map is also used to prevent the values on the form from being updated in the objects upon posting of the form.

(error) KULRICE-10332 N/A  
M13Rendering of the "* = required field" heading when the document was in an editable format. (Probably not needed due to dynamic feedback in KRAD.)

(error) KULRICE-10345

UXI Prioritized

 N/ACountryTravel Account
M14

Display of maintenance document sections in collapsable tabs.

(tick) N/ACountryTravel Account
M15Ability to expand/collapse tabs one at a time or all at once.(tick)KULRICE-10348 N/ACountryTravel Account
M16Memory of the state of the tabs on a given document across page refreshes.

(tick)KULRICE-10349

 N/ACountryTravel Account
M17Ability to specify the default open/closed state of the document-specific tabs.(tick)KNS: defaultOpen="true"
KRAD: disclosure.defaultOpen="true"
MS2KC COI Disclosure Event Type (see Project Details)Travel Account (see Notes)
M18Ability to include additional non-standard sections via a DD-specified file. The file would be included via the <jsp:include> tag.(tick)Although we cannot include JSP files directly in KRAD, we can split views across multiple files.MOF1  
M19Ability to configure help links in the section headers via the DD.(tick)

KNS: helpUrl propert
KRAD: help bean

MS3N/ATravel Company
M20Ability to hide sections conditionally via the presentation controller.(tick)KNS: getConditionallyHiddenSectionIds of MaintenanceDocumentPresentationControllerBase
KRAD: canViewGroup of MaintenanceViewPresentationControllerBase
MDPC1KFS Asset GlobalTravel Account
M21Ability to make entire sections conditionally read-only via the presentation controller.(tick)KNS: getConditionallyreadOnlySectionIds of MaintenanceDocumentPresentationControllerBase
KRAD: canEditGroup of MaintenanceViewPresentationControllerBase
MDPC1KFS VendorTravel Account
M22Ability to include additional JS files in the page via DD configuration.(tick)

KNS: webScriptFiles
KRAD: additionalScriptFiles
* make sure that script still works/makes sense

MBB4N/ATravel Account
M23(warning) documentOverview.tag/rowDisplay.tag : Detection of whether the screen is a maintenance document by checking if the Struts Form class == KualiMaintenanceForm.(tick)

<#if KualiForm.viewTypeName != 'MAINTENANCE'> (ftl)

 This is automatic for any view that inherits from UifMaintenanceDocument
N/A  
M24Ability to set the title of the tab sections via the DD.(tick)

KNS: title
KRAD: headerText

MS1CountryTravel Account
M25Ability to set an ID for sections for use by the presentation controller and document authorizer when setting sections as hidden or read only. If no ID is specified, the ID defaults to the tab's title. (This is not the HTML id used in the generated code.)(tick) MDPC2KFS Asset GlobalTravel Account
M26

Support for custom buttons on maintenance documents which only display on the "New" side and not when in read-only mode. They call back into the "refresh" method but with a custom action in one of the special URL-encoded fields. The custom action is manually inserted into the request parameter map passed to the Maintainable's processAfterPost() method.

(error) KULRICE-10432

UXI Prioritized

Still need to add support.  Currently the best solution would still render the button on the old side as well.(warning) KULRICE-10432 documentation needed  
M27Use of the control definitions in the business object DD files to render the fields.(tick) N/AKFS Account TypeTravel Account
M28Recognizes properties which are sensitive when passed in for the "newWithExisting" action and assumes they are encrypted, decrypting them before passing them into the new business object. (Please don't support - we should never be passing sensitive information on URLs. If there is a need to do this, have it place the sensitive data in Session scope and have the passed value be some sort of GUID to retrieve it.) (There is also use of a special prefix in places to indicate that a value is encrypted: EncryptionService.ENCRYPTION_POST_PREFIX)(tick)KULRICE-10430 (not part of the equivalency) will address the enhancement for removing this feature.N/A  
M29Support for retrieving attachments which have been linked to properties on the business object itself. (I presume they have been linked to BLOB fields.)
There also seems to be support for attachment objects linked to collections within the BO. (See PersistableAttachment and PersistableAttachmentList)
(tick)KULRICE-10455 MA Sample Attachment
M30Altering of behavior of the main Action when the generic docHandler method is used depending on the "command" passed (displayActionListView, displayDocSearchView, displaySuperUserView, displayHelpDeskActionListView, initiate)(error) KULRICE-10463 N/A  
M31Special handling to support multiple value lookups and mapping of the properties from the business object being looked up into the child records actually referenced by the "global" document. This is handled via the fairly overloaded "refresh" method. MV lookups only return the OBJ_ID values, so the records need to be retrieved before the properties can be mapped. (question) How will this work in KRAD if the object being looked up does not implement the "GloballyUnique" interface?(tick) N/A  
M32Support for collections within business objects, with base methods for handling the addition and deletion of lines from the collection.(tick) N/A Screenshots
M33

Special handling of the Struts populate command on the form to strip off the new/oldMaintainable prefix and push the resulting properties directly into the business objects. (Since the base function would to have been document.newMaintainableObject.boProperty.) This population is deferred to the maintainable's populateBusinessObject() method rather than using the Struts functions.

Now, the existing code applies the values to the "oldMaintainableObject" as well. This probably should not have been happening, as the old object should never be changed by UI code.

(tick) N/A  
M34All incoming properties are handled as String objects. Data conversion errors are handled by storing the unconverted values in a "cachedValues" Map. This map is then used when re-displaying the page so that the data the user entered is not lost even though it may not be able to be stored in the data type on the business object. (E.g., letters in a KualiDecimal property. 

(error)KULRICE-10454

UXI Prioritized

Needs cleanup/improvements.N/A  
M35For lookups and inquiry buttons/links: Automatic passing of keys from related fields when the field is the last field in a multi-field foreign key. (E.g., retrieval and inclusion of the chartOfAccountsCode when performing a lookup on the accountNumber field.)(tick)Lookups and inquiries are automatically hooked up if a relation ship exist (via metadata service)N/AKNS Chart LookupTravel SubAccount
M36Automatic setting of the primary key fields on the BO to read-only when the maintenance document is in edit mode (FieldUtils).

(error)KULRICE-10452

UXI Prioritized

 N/A  
M37Special case of above: Automatic setting of the principal name property to read only when the related principal ID field is part of the primary key.

(error)KULRICE-10452

UXI Prioritized

 N/A  
M38Automatic handling of field conversion values for building the quickfinders and direct inquiry buttons on attributes. Adds the necessary "document.newMaintainableObject." prefix. (tick) N/A Screenshots
M39

In maintenance document authorization checks, automatic stripping of the document/maintainable prefixes on property names to allow the permission definitions to only use the business object property name.

(tick)Invalid - prefix stripping does not happen during permission checks for things like Unmask Field (KNS and KRAD).N/A  
M40Automatic recognition of masked fields as sensitive. If so, it marks them as needing encryption when sent to the client and sets up their masked value for display.(tick) N/A Screenshots
M41Support for specification of additional "onblur" functionality in the DD. (Assumes that any called functions exist in the standard libraries or are included in the additional script files also in the DD for the maintenance document.(tick)KNS: webUILeaveFieldFunction
KRAD: onBlurScript
MJS Screenshots
M42Ability to define a help URL on a per-field basis. (This should probably be retired in favor of KRAD popup help.)(tick)

KNS: System parameter ENABLE_FIELD_LEVEL_HELP_IND enables a generic help on all fields.
KRAD: Uif-Help (help property) allows custom help on each individual field.

MHF Screenshots
M43Ability to indicate that any property which is the code on a relationship for a BO class which implements KualiCode should display itself as a combination of Code + Name. (Used when document/field is in read-only mode.)(tick)Enabled in View via translateCodesOnReadOnlyDisplay. Can also use readOnlyDisplaySuffixPropertyName to manually specify this on DataFields.MADV Screenshots
M44Automatically clears out secure fields upon a BO copy operation.

(tick)

KULRICE-10317
Field is masked in copy, verified that result in database is null. DB Result ScreenshotN/A

KFS Main Menu ACH Bank Lookup as user ahrens (click Search and notice routing number)

 

Screenshot

Maintenance Sample - Clear secure fields on BO Copy
M45If a collection class under the main object implements the Inactivatable interface, then display, as part of the tab containing the collection) a show/hide inactive button.

(error)KULRICE-10641

UXI Prioritized

 N/A  
M46Skipped generating a required field error if the field was also marked as unconditionally read only. The assumption is that the field would be filled in by server-side code in these cases and not to inform the user since they could not do anything about it anyway.(tick) N/A  
M47Stores contents of all maintenance documents in a single table. (KRNS_MAINT_DOC_T) It is stored as an XStream-serialized representation of the document's maintainables. There are a number of custom tags used to wrap the business objects. See MaintenanceDocumentBase.populateMaintainablesFromXmlDocumentContents()(tick) N/A  
M48Ability for an application to use a custom base document class for maintenance documents.(tick)Custom base documents (i.e.FinancialSystemMaintenanceDocument) that overrides the KNS MaintenanceDocumentBase class must be manually converted to a KRAD base class .MBC  
 Maintainables     
M49Ability to specify the Maintainable class for a given document in the DD.(tick)No changes (still done via maintainableClass property)MBB2  
M50Upon populating the business object (called from the action), manually performed the resolution of principal name to principal ID for all registered Person relationships.(error) KULRICE-10457    
M51Responsible for creating the UI components from the DD information and business object data.(tick) N/A  
M52

Provided customization hooks for documents for the following operations:

    • Creating New BO
    • Editing Existing BO
    • Copying Existing BO
    • Any form POST operation
    • Before adding a collection line
    • After adding a collection line
(tick)Custom logic needs to move to new methods.MCH  
M53Ability to override any default values.(tick)Maintainable.setGenerateDefaultValues has been replaced by ViewHelperServiceImpl.applyDefaultValues which is called during the performFinalize phase before the view is displayed.MODV  
M54Maintained special containers for the "add" lines for collections so that the data models did not have to have "fake/non-persistent" add line attributes.(tick)UifFormBase.newCollectionLine stores data for the add line.  A custom location can be specified via addLinePropertyName and addLineBindingInfo.MCC  
M55Handler for and recognition of references (related objects) which could have been affected by a user's returning from a lookup with a new value.(tick)Custom logic needs to move to new methods.MRR  
M56Performed for force uppercase function for the document.(tick)Same. Can also use @ForceUppercase annotation.DDAD5  
M57Hook to prepare the business object as part of the document setup. Convert the custom Maintainable.prepareBusinessObject code to use Maintainable.prepareExternalBusinessObject, though other options should be considered.MPBO  
M58Generation of the strings which would be stored to the KRNS_MAINT_LOCK_T table to prevent the editing of the same record on multiple documents.(tick) N/A  
M59Hook to allow access to and manipulation of the KNS Section objects to make tweaks. The KFS OrgReviewRole used this function to, per data available only after the user entered it on the document, to hide or mark fields as read only.(tick)Convert the custom readOnly/hidden logic to use Uif's readOnly/hidden properties with expression.MSC  
M60Ability to specify (via method override) that the related document was editing an "Externalizable Business Object" - this essentially would shortcut/skip some of the behaviors which only worked when the object was a normal PersistableBusinessObject. (Only real purpose seems to be to avoid throwing errors if the object could not be loaded from the database.)(tick)

Ideally - this should not be needed after the data module conversion, as the data providers would take care of this.

(warning) Verify this.

MOF2  
M61Hook to prepare the "old" business object after loading from the database. For non-database objects, this would be used to populate the object from whatever source was needed.(tick)

Convert the custom Maintainable.prepareBusinessObject code to use Maintainable.prepareExternalBusinessObject for BusinessObjects or Maintainable.retrieveObjectForEditOrCopy for non BusinessObjects

MPEBO  
 "Global" Maintenance Documents     
M62Supports a mass change form of maintenance document termed a "Global". These extend the base maintainable framework by using a business object which implements a special marker interface. This object is really a document-based class complete with document number and containing one or more lists of GlobalBusinessObjectDetail objects. This and the special maintainable (KualiGlobalMaintainableImpl) result in the special behavior.(error)KULRICE-10667(Should probably choose some other term...like MassChange or BulkUpdate)MBU  
M63Global documents provide a hook (though it must be implemented from scratch by any implementors) to add locks to the maintenance lock table for each object being edited.(error)KULRICE-10667

This is a point for improvement. We should have a default implementation which, since it should know what the detail object is, to call into the maintainable for that object and generate the individual locks.

This would however require a new API method to generate a single lock for a given business object. Can be culled from org.kuali.rice.krad.maintenance.MaintainableImpl.generateMaintenanceLocks()

MBU  
M64Calls into the GlobalBusinessObject (the document) to build the list of maintained business objects to save or delete.(error)KULRICE-10667

We should have a more intelligent base implementation. At the moment, everything needs to be done custom each time. It seems that it would be easy to add a method to retrieve all the contained GlobalBusinessObjectDetail objects and then ask each of those for their business object to save.

Given that there are some hard-requirements for the implementation of the GlobalBusinessObject, we should provide a useful base class so the simple functions can be handled via configuration rather than code.

MBU  
 NOTE: On the maintenance document collection used for the detail objects, you must specify the global detail class as the business object and the BO class being modified as the source class. Since any instance of the global detail object needs to have that class information, this is redundant and could be removed.     
 Business Rules     
M65Provides a base method to allow customization of the setup of convenience objects (and anything else which will be used by the various rule methods.) The base implementation just extracts them from the old and new maintainable objects

(tick)

Custom logic needs to move to new methods.MRC  
M66

The base rule class provides explicit hooks for adding functionality to the default validation operations shared by all maintenance documents. (The processCustomXxxxx methods) The base has hooks for the following operations:

    • save
    • route
    • approve
    • add collection line

(error)KULRICE-10655

Custom logic needs to move to new methods.(warning) documentation needed  
M67Performs a set of global (base) validations for the document as a whole. These are always run and usually prevent the operation on the document if they fail. (doc description, filling out the PK)

(tick)

 N/A  
M68The base classes provide special support for linking errors to the correct form field path so that the error messages appear in the correct location.

(tick)

 N/A  
M69Upon document routing, performs a permission check via the document authorizer to ensure that the initiator can edit that particular business object.

(tick)

 N/A  
M70If the object is being inactivated, then checks for InactivationBlocking configuration referencing this class. If a blocking record is found, it stops the document submission.

(tick)

This function does not block the deletion of business objects and probably should. (It was created before the delete function was incorporated.) KULRICE-10656 created to address this.N/A  
 DD Properties     
M71Ability to control whether an BO can be deleted via maintenance document at the DD level. (I.e., disallow it regardless of permissions.)(tick) N/AKC SponsorTravel Account Delete (attempt)
M72Allow for PK values to be preserved when copying a business object.(tick) N/AKFS OrgReviewRole Copy 
M73Ability to control whether new BOs of a given type can be created via documents. (if not, you can only edit existing records.)(tick)JK confirmed that this feature is a duplicate to M9N/Aduplicate to M9duplicate to M9
M74Automatic detection, upon document submit, if there is already an existing document ENROUTE for the same business object.(tick) N/AKFS Asset Global (locked by documentNumber)Screenshots
M75Ability to define a set of key fields used for detecting the above locking. (E.g., when the object has a user-visible unique key which is separate from the underlying primary key.)

(tick)

When not specified, the locking keys default to blank, but they probably should default to the primary key. KULRICE-10662 was created to address this.N/AKFS Asset Global (locked by documentNumber)Travel Mileage Rate (locked by mileageRateCd and mileageRateName)
M76Ability to set the maintenance document base class. (Defaults to MaintenanceDocumentBase - but KFS does override this.)

(tick)

 N/A  
M77Ability to pre-process the HTTP request and manipulate the Struts form object directly rather than relying on the business object population. (org.kuali.rice.kns.web.derivedvaluesetter.DerivedValuesSetter)

(tick)

KNS: DerivedValuesSetter.setDerivedValues
KRAD: p:refreshWhenChangedPropertyNames="field1, field2"

MDD1  
M78Ability to specify a class which can ask questions prior to routing the document. (org.kuali.rice.kns.rule.PromptBeforeValidation)

(tick)

KNS: promptBeforeValidationClass in xml

KRAD: Use KRAD's dialog framework

MDD2

KFS, Main Menu, Vendor, search for Vender of type Purchase Order. Edit link for Basic Vendor Estate/Trust > B2B Contract Vendor. Change the Parent Indicator from No to Yes

Screenshot

Lab

Screenshot

M79Ability to set a field as required (MaintainableFieldDefinition) - this was used to render the asterisk on the UI and perform DD validation when the document was submitted.

(tick)

 N/A  
M80Ability to set a field as "lookup-only", meaning that it could only by populated by use of a lookup - never entered directly. This was generally done when special processing was needed after entering a value. (E.g., to load other fields.)

(tick)

KNS: LookupReadonlyControlDefinition
KRAD: InputField with p:widgetInputOnly="true" and quickfinder defined
MDD3

KFS: OrgReview Lookup (Document Type field)

Edit TravelExpenseItem (Travel Company Name)
M81Ability to specify a class (ValueFinder) which will obtain the default value for a field.

(tick)

 MDD4  
M82Ability to set a field as "unconditionally read only" so that not even permissions can make it editable. This also causes the UI components to simply not render the <input> tag for that field.

(tick)

KNS: p:unconditionallyReadOnly="true"
KRAD: p:readOnly="true"
MDD5KFS PurchaseOrderContractLanguage Edit (see Contract Language Create Date)new TravelAccount (Date Created is uneditable. Set to today by default)
M83Ability to note that a field (within a collection) should be read only after its been added. (Used to lock down collection PK fields after the user enters them.

(tick)

KNS: p:readOnlyAfterAdd="true"
KRAD: p:readOnly="@{!#isAddLine}"
MDD5KFS AccountGlobal Maintenance (accountNumber field after adding an account to List of Accounts)TravelAccount Edit (Sub Account fields readOnly after added to collection)
M84Ability to specify an alternate attribute to use for display purposes when the document is in read-only mode.(tick)KNS: p:alternateDisplayAttributeName="MyCustomDisplay"
KRAD: p:readOnlyDisplayReplacement="MyCustomDisplay"
MDD6 

This is covered in the KRAD Sample App --> Library --> Fields --> Data Field --> Replace Property with Field

It can be tested by verifying that the Data Field 1 is 'My Book Title' and not 1001.

M85Ability to specify an additional attribute for use during read-only display.(tick)

KNS: p:additionalDisplayAttributeName="myReadOnlySuffix
KRAD: p:readOnlyDisplaySuffix="myReadOnlySuffix"

MDD7 

This is covered in the KRAD Sample App --> Library --> Fields --> Data Field --> Append Property with Field

It can be tested by verifying that the Data Field 1 is '1001 - My Book Title' and not 1001.

M86On maintainable collections, to support multiple value lookup, you can specify what the source class is that you are looking up. (I.e., on the account global document, the detail object is AccountGlobalDetail - part of the document - but the source object is Account - the business object which gets referenced by that document class)(tick) MMVLKFS AccountGlobal Maintenance (List of Accounts section)KRMS Term Specification  (Contexts)

This is covered in the KRAD Sample App --> Library --> Collection Features --> Multi Value Lookup

You should test the lookup/add multiple lines link.

M87Ability to control the existence of the "add" line via the collection definition.  (i.e. make sure that the add line doesn't show on the submission confirmation screen)(tick) MDD8 Travel Account Maintenance (Edit)

This is covered in the KRAD Sample App --> Library --> Containers --> Collection Group --> Table Layout Readonly (dropdown)

It can be tested by verifying that the add line is not shown. You can find a sample addline the the KRAD Sample App --> Containers --> Collection Features --> Addline example.

M88Ability to control whether to have a multiple value lookup.

(tick)

 MMVL  
M89Ability to specify whether items can be deleted from the collection. (Default is to only allow deletion of newly added lines.)

(tick)

In KRAD defaults to delete any line but only newly added lines can be specified.MDD9

KC: Organization Maintenance

allow all deletion: ( see Org Type)

only add lines: see(Audit collection)

all (default): TermSpecification (see Context collection)

only add lines: Travel Account (see sub account)

M90Ability to specify which field (singular) should be highlighted if there is a key violation between collection records.

(error)KULRICE-10684

UXI Prioritized

 (warning) documentation needed  
M91Ability to set a title for the summary line that appears at the top of each collection "row" (Applies when using the KNS-style old/new vertical alignment for collection rows.)

(error)KULRICE-10685

UXI Prioritized

 (warning) documentation needed  
M92Ability to set fields which will be included after the summary title. (Applies when using the KNS-style old/new vertical alignment for collection rows.)

(error)KULRICE-10685

UXI Prioritized

    
M93Ability to specify the list of fields which form the unique key within a collection.

(tick)KULRICE-10710

 MC4KFS Account GlobalTravel Account
Anchor
M94
M94
M94
List data object attributes which should be reference checked for existence. These will be checked that they exist in the database and are active. You can (must?) also indicate which field you want the framework to highlight if the validation fails.

(error)

JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverKuali: Jira
serverIdbe3acfec-fcc2-335b-8051-b2b053a39956
keyKULRICE-7666

Bugs -

KULRICE-12849

KULRICE-12850 

 

N/A

KNS Postal Code Maintenance Country, State, and County

Screenshot

Existence Checks Demo Page
M95Ability to configure workflow attribute information for the document, both for searching and for workflow node processing. The DataDictionaryQualifierResolver handles the workflow attributes.(tick) N/A  

...