Matt's SPMS To Do List

SPMS Bug List

Additional workflow required for refereed conferences (additional emails when changes are made and paper s/b listed on editors' page when new files are uploaded due to referee changes).
Update the initial SYNC to set the sequence on ECLASS CODES table.
Suppress header links while logging in.
Set the default author to the current user when creating abstracts.
Check ability for IO proposers to edit classifications once saved.
Check poster numbering routine – verify room count is not exceeded — Martin
Registration: Quota reached. But cannot stop. — Akihiro
Check comments in QA and file upload. Make sure they are stored and displayed properly.
Upload of transparencies (PDF) causes the status (dot) to become unassigned.
Check weight and threshold logic for uploading.
New affiliation maintenance: If text contains a double quote, the data is not displayed.
The list of duplicate affiliations in repository.affil_list contains a radio button but should be a check box to allow merging of duplicates.

SPMS To Do List

Rewrite the Repatriation procedure. Remove XML and use the bridge account to load data.
Add propose/accept/reject invited orals to the expert screen.
Have the merge Affiliation go directly into the merge address feature.
Session Chairs Report. Include: First, Last, Email, Affiliation, Name1, Name2, Department, Address1, Address2, Address3, POBox, Town, PostalCode, Zip, Country
Add privileges on Experts page to accept or Reject proposed invited orals.
Separate invited oral mode into three phases.
1. Propose
2. Set Priorities
3. Accept / Reject
Method to redo a final QA.
On the file upload page... Warning: the title, co-authors and abstract (above/below) entered in the SPMS will be used to generate the table of contents and author index of the proceedings. Please ensure that this information is correct prior to proceeding with the upload of your contribution.
Update the routine that checks the regular expression so you can specify just the file extension. (movies)
Yellow-dot email should go into the abstract log. Check all "dot" emails.
Need method for editors to re-send Yellow-dot email.
Break up program committee functionality into propose invited orals, approve/reject invited orals, prioritize invited orals.
Add footnotes to search output options.
E-Dot board: Distinguish between papers w/files uploaded vs those w/o. Also, color code those assigned but with no status.
Change system parameter date input format to dd-Mon-yyyy format.
Add proposed counts to contributions by region, country, etc reports.
CSV Extract for all contributions w/Main, Sub, Presentation, Proposer, Contribution ID, Title, Speaker, Abstract, Region.
Friendlier profile merge page. Highlight duplicate names.
User-selectable font size, small/medium/large.
Store proposer and alternative speakers when leaving invited oral mode.
Reset page # in TOC for pre-press release — Jan
Conference program: light version without paper id and with affil. abbrev. only! (maybe leave a choice / offer both (removed with version upgrade)) — Michael
editor: easy way to give access to a papers author list — Michael
editor QA: do not default the page number - make the editor enter it— Michael
reopen accidentally closed papers (need a list of QA’ed papers) — Michael
registration: a very easy way (just a button) to give the early registration fee after the deadline (without waiving or other tricks!) — Michael
Add Publishable column to Master Status Report — Michael
Registration: Hard to understand matrix. — Akihiro
Registration: No Undo — Akihiro
Registration: Cancellation problem — Akihiro
Registration: Cancel = disappear from database — Akihiro
Registration: Registration = Battle to “I want to change.” — Akihiro
Invitation-only extract by ID for future import — Arena
End-of-conference flag to lockout users and freeze sync — Arena
Better profile search for letters with a diacritic — Ronny
Image URL configuration – tailor to RSC — Ronny
Abstract QA & Paper QA (terminology change) — Christine
Referee: Additional email when new files are uploaded — Sue
Referee: Add Referee status to the eDot Board — Sue
Lock-out feature during Invited Oral mode — Martin
New paper status (yellow-pending) — Martin
BIO text box on all Oral contributions — Martin
Full affiliation address on the co-author selection page — Martin
More analysis on addresses; formatting & collecting — Martin
Auto-print editor log when non-green dot assigned — Martin
Allow conferences to import registration meta data from another conference.
Roles email utility needs a preview and a <<First Name>> substitution string.
New XML for Volker to retrieve persons when given a last name.
Optimize the statistics report. Break out platform report to include type+platform.
Redesign email queue system.
Review and apporve yellows through SPMS; user accepts editor version via SPMS.
Invitation only conference; if email in bulk upload results in multiple hits then prompt for user to invite.
Country code ISO standard
Get address based on country.
Option in email utilities to use own address or editors' as the "From" address
Allow repo admin to add comments to a person record
New parameter to lock out withdraws.
Persons' comment field.
Add email alternate names to all email utilities.
In Invited Oral mode allow classification experts and global experts ability to withdraw abstracts.
Add data verification page prior to linking to a registration page
Add badge name and affiliation fields when registering
Include editor comments on status chage, if status code set to email
Add options to identify affiliation corrections and new addresses
Don't delete file meta data; mark as deleted, hide from authors, download in XML
Add standard previews to the Email (Repository) utility
Add option on abstract email to send email to co-authors
Add the ability to search on industry type to the profile search screen
Registration reports by attributes
Add current conference mailing list to registration questionnaire
Add parameters to control CC to registration admins (info, payments processed, payments failed)
Add email option on QA set_status page
Drive profile merge from data dictionary
Update count reports (by region, country, etc) to toggle between pre- and post-conference stages
Add html vs. excel option to profile search dump
Add a password lockout feature for registration accounts.
Identify date parameters and change format when input format string changes.
Add JavaScript to count the characters entered on abstract, footnote and funding agency
Make privacy option always available and delete all information everywhere.
Allow privileged users to define hot links.
Editors' personal list of comments when assigning red or yellow dots.

Version 8.6.x
1. Added email address to data extract by mailing list if run from main repository.
2. Bug fix in transparencies screen. Total array size miscalculated.
3. Merged By Session into By Day on the agenda.
4. Author dot reassignment via email & special interface.
5. Session agenda page similar to InDiCo. Example
6. Rewrote routine that assigns paper IDs to posters.
7. Changed the Conference Guide report to show initials instead of full first name.
8. Fixed location name and move coordinators tag.
9. Fixed display of Registration receipt bug.
10. Fixed spelling error "chick here"
11. Changed email queue processing to send emails to admin rather than "exception" out.
12. Fixed the transparency day-of-week query to exclude poster sessions.
13. Fixed pie chart to display 2nd, 3rd, etc chart.
14. Fixed a bug in the Authorize routine that occurs when there is a large number of members within a group. The buffer to hold the list of names plus URLs was exceeded.
15. Updated the abstract book to display abstract_id in addition to paper_id.
16. Bug fix in routine that format search strings. Stripped TR from TRIUMP.
17. Fixed a but in registration payments. Routine attempted to access selected registration items outside of the array dimension.
18. Fixed a bug in the transparencies routine that fetch too many rows for a sub-query.
19. Mapped the download link to the same link as the mail.one page.
20. Added button to title case on Final QA screen. Changed Sort/File button to use the same JavaScript.
21. Fixed the program committee's set priority access to the proper web page.
22. Fixed a bug in the CTX reserved words logic.
23. Fixed the column headers in the invited extract routine.
Version 8.6
1. Added a transparency editors' module.
2. In invited Oral mode only: Add proposal, add first preferred speaker who does not have an SPMS account. Once the profile is created the records in the authors' table are not correct. (coauthor added, not primary & speaker). Caused crash when attempting to add the next alternate speaker.
3. Fixed the common routine that tests if user the the conference administrator.
4. Updated the Oral extract report to include papers if no speaker is present.
5. Fixed the registration data extract. Converted carriage returns and line feeds to spaces. CR & LF caused the data to split to new lines.
6. Removed program committee link if user has no access.
7. Updated sort order in program committee access page.
8. Fixed bug in program committee access.
9. Added "proposed" column to presentation type percentage reports by affiliation, country & region.
10. Added feature for administrators to bulk upload persons into functional roles via email address.
11. Increased function_descr & privilege_descr length from 40 to 80 bytes.
Version 8.5
1. Fixed the paper_OK_to_publish function to return the correct Final QA reason
2. Added count of emails that will generate to the repo_email utility
3. Fixed a bug in the call to decode_value routine. It passed the wrong table name.
4. Upgraded the main menu to display/hide links based on priveleges.
5. Added new fields to the All Oracle Report/Extract
Version 8.4
1. Returned the jacow.login procedure.
2. Removed "volume" from all procedures.
3. Added include/exclude feature for file types to the email utility.
4. Added Google line charts for the abstract per diem reports.
5. Added Google line charts for registration pages.
6. Bug fix in reassign red dots. No editors appeared in drop-down list.
Version 8.3
1. Don't allow file uploading if file weights and threshold is not set.
2. javaScript on abstract submission page. Footnote exceeding max length uses abstract max in message.
3. Modify General/via Mailing List to dump only "current" addresses
4. Email error queue. Allow deletion and resend.
5. Upgraded the Editors' get_next_paper routine to use regular expressions added to the source_codes table. Was hard-coded, now dynamic.
6. Highlight duplicate affiliations in the alphabet list. Added the last updated date, which are sorted newest first.
7. Separate search screen for "sort and file." Return prior behavior for those with sort/file privilege.
8. Updated the "All Orals" report. Option to output to CSV or HTML. Output changes when in Invited Oral Mode.
Version 8.2
1. Fixed a bug in the abstract email trigger. Cut & paste error mixed up editor and referee status and email settings.
Version 8.1
1. Speed up the SYNC process
2. Update SYNC to prevent multiple processes from executing it at the same time
3. Update Rebuild_CTX to prevent multiple processes from executing it at the same time
4. Remove the town from the contribution counts by affiliation report
5. Add an "OK to update abstract" flag to the status codes table. OK to edit uses OK to upload flag.
Version 8.0
1. Support for fine-grained access.
2. Fixed the Final QA test. When checking for editor use the editor_id on the abstract, no need to check the log
3. Allow "delete" of affiliation requests. Revert affiliation of used profile to "New Affiliation Request Rejected"
4. Convert the Editor/Referee into a table lookup and allow editing.
Patch 7.5
1. Split registration into two modules; one for users and one for admin.
2. Fixed bug in email build SQL statement. Missing ")" and a quote.
3. Registration changes from Trieste
4. Changed the mailing list extract to fetch only the current profile.
5. Exclude all but preferred profile from the mailing list extract.
6. Fixed sort order on author display. When primary and co-author are the same person the co-author was sorted within alphabetical order, not following the primary.
7. Set timestamp on logs only if null. Allow JN_logs to set timestamp.
Patch 7.4
1. Registration table/design modifications from Trieste
2. Added (Google) graphs to the statistics page.
3. Added classification and sub-classification to the abstracts by session output.
4. Added CTX reserved words.
5. Added feature to re-sequence (close gap) in program code (paper_id).
6. Added option for initials only on abstract book extract.
7. Added session date to search criteria.
8. Bug fix in Paper ID routine. Speaker ID was still looking at the abstract record. It was moved to the authors table.
9. Bug fix in VISA routine. Calling get_address with affiliation_ID instead of address_ID.
10. Bug fix. All messages were null when sent to the email history table.
11. Bug fix. Display sub-class prompt on abstract submissiong page when classifications are frozen but entering new abstract.
12. Bug fix. Profile ID not being sent back to the conference DB when new authors are created.
13. Bug fix. transp_uploadable function will not return true for ORALs if there are no file types set to always available.
14. Change author list to all authors, not just primary author, to the abstracts by session output.
15. Changed co-author creation to log PROFILE created instead of ACCOUNT created.
16. Changed filename parameter to file_name for Perl Scripts.
17. Creating a new co-author did not return the profile_id to the conference database, causing it to crash.
18. Don't display New Affil Req Pending while in affiliation maintenance or processing new affiliations.
19. Fixed bug that occurred when a user adds back a "deleted" profile.
20. New feature to prevent a person from QAing a paper they edited. Override capable via system parameters.
21. Updated to overload the file upload succeeded routine. New one accepts encrypted PID string. For use with new upload.pl script from Trieste.
22. Updated to use only the common.get_user_email routine.
Patch 7.3
1. Added support for an external registration system.
2. Bug fix. Affiliation function should return name1 when abbreviation is null.
3. Added email option to send email to invitees.
4. Bug fix in disjointed authors. Was using profile_id to compare, should have been person_id.
5. Updated Program Sort Order functionality.
6. New report: Invited Orals.
7. The change to Hotel Handilg show a list of free rooms and the related period when a participant can't find a free rooms for a selected period.
8. A procedure to export data about registrants choices.
9. Fixed some query bugs to show correctly data in confirmation list and hotel notches.
10. Bug fix in program committee procedure. Return abstracts in searched classification PLUS abstracts in proposed classification.
11. Bug fix in abstract submission. Display sub-class prompt when classifications are frozen but entering new abstract.
12. Bug fix in XML output. Moved primary and speaker profile ID to authors but never updated the XML routine to distinguish author types. This caused duplicate affiliation information in the XML output.
13. Corrected some bugs in registration and hotel handling package and added a new feature called "export template", to allow users to choose which fields they want to export as csv after the use of the "search attendees".
Patch 7.2
1. Added and modified search options in the program committee module.
2. Fixed approval of proposed presentation type in the program committee module. Anyone could approve. Now, only experts may approve.
3. Fixed the cursors in profile.merge2. Corrected use of C1 vs C2. Converted to BULK COLLECT to increase speed.
4. Removed the alphabet author list links on the search page. Too slow.
5. Changed the sort order when displaying profiles by name in the profile search routine.
6. Fixed cut/paste typo in profile. Delete from authors s/b delete from jn_authors.
7. Latest changes from Trieste for registration and hotel modules.
Patch 7.1
1. Updated new account/new affiliation request. Was still using the old "New Affiliation Request" procedure.
2. Outgoing email: Added code to break long strings with CR/LF to meet SMTP standards.
3. Registration: Added support for External Registration retuning to SPMS. External source returns the page number and SPMS records a registered participant in SPMS.
4. Registration: Fixed the email notices to drive from pending (i.e. unpaid) balance.
5. Corrected indexes/constraints on Authors and JN_Authors.
6. Added support for confirmation/failure URL call back for CC vendors.
7. Registration: Allow for invoice of person_id only. Default timestamp portion when missing.
8. Removed PAYMENT_STATUS_VALUE from payment_vendor_codes.
9. Changed table width to 100% for the search results admin links.
10. Changed the format for addresses in the USA.
11. Rewrote sections that deleted all records and replace them with REPO data. This method generated excessive archive logs.
12. EMAIL: Updated SMTP time stamp to include "UT" for UTC zero.
13. Updates to include support for external registration pages. (Not yet tested by TRIUMF)
14. CC Vendors: Added support for additional profile name/value pairs.
15. CC Vendor Maintenance: Exclude vendors not specified by the system parameter. Hide all when no CC vendor is selected.
Patch 7.0
- New Registration Module
Patch 6.12
1. New and improved Registration module. Many thanks to Alain Mauri and Ivan Andrain for their hard work.
2. Added proper security in search screen while in invited oral mode to the accept/reject all proposal links and routines.
3. Fixed a formatting issue on the search results screen when in invited orale mode. Adjusted the "find author" query and alphabet list.
4. Fixed a bug in common.get_author_list2 that occurs when there are no co-authors.
5. Fixed the title of a mis-labeled report.
6. Updated parameters screen to automatically freeze presentation/classification when exiting reclassification modes.
7. Fixed the character set HTML meta tag. It is now dynamic and meets the HTML standard.
8. Changed SPIRES output. Author affiliation abbreviation replaced by the full name (requested by the SPIRES group).
9. Changed the method of repatriation. Now using JavaScript/Ajax from the repository.
Patch 6.12
1. Restored the email to administrator for new account creation.
2. Edot: make paper ID show the color via CSS; make dot display optional; no border, wider padding
3. Changed the SPIRES page tag to starting and ending page number.
4. Added foreground and background color to the editor status codes. Also added a system parameter to allow poster PDF uploads.
5. Changed the method of repatriation. Now using JavaScript/Ajax from the repository.
Patch 6.11
1. New report of affiliations, persons and profiles (repository only).
2. Updated to support profiles deleted by the users but remain for R/I needs. These profiles are hidden.
3. Add routines to allow the administrator to withdraw abstracts in bulk.
4. Added option in popup list to search for nulls.
5. Fixed favorite authors and co-author email.
6. New routines in common package to return primary affiliation ID and address ID
7. Addex export routine for persons in functional groups.
Patch 6.10
1. Fixed a bug that logged a file upload twice.
2. Fixed a bug in the re-assign red dot routine that display only the editors who checked off the editor privilege when they last logged in. The list is now generated from the list a possible editors.
3. Updated sort order on abstracts to session ID plus sequence number. Paper ID may not be correct with new feature to include the presentation code.
4. Moved the initial SYNC out of the main SYNC package.
5. Added feature to editors' screen. Log is now hidden by default with an option to view the full log. Saves on screen real estate.
6. Allow registration administrators to process and record refunds.
7. Fixed a bug that prevented parameters from being passed to the credit card routine. Bug occurred during a change at PAC07 to allow users to manually override the payment amount.
8. Added HINTS to the abstract_authors view to force use of the index.
9. Added Copyright Form uploaded to search page selection criteria.
10. Added a comments field to the registration payment screen and table.
11. Made sure the registration CC data collection screen uses SSL.
12. Removed country code from the search text. Some abbreviations are reserved words in the search engine.
13. Electronic dot board rewrite using JavaScript and Ajax.
14. Bug fix in registration reports. Total for "pages" displayed when no pages totals were requested.
15. Automatically generate the keyword code. Admin enter only the description.
16. Added the abstract priority to the invited oral extract.
17. Bug fix for late fees display
18. Global changes in abstract table. Moved primary author and speaker IDs into the authors table.
Patch 6.9
1. Moved the initial SYNC out of the main package.
2. Updated sort order on abstracts in the XML extract to session ID plus sequence number. Paper ID may not be correct with new feature to include the presentation code.
3. Created the reassign red-dot papers routine.
4. Fixed a bug in the reassign red-dot papers routine that displayed only the editors who checked off the editor privilege when they last logged in. The list is now generated from the list a possible editors.
5. Fixed a bug in the author file upload routine that logged the upload twice.
6. Added new fields for the EDOT board.
7. Updated various "order by" clauses to sort by session_id plus session_seq, not paper ID.
8. Updated two triggers on abstracts to set the paper ID based on session id plus (optionally) the presentation code plus the session sequence.
9. Updated the paper_id routine to properly generate a paper ID based on new column in the presentation_codes table.
10. Moved the activity report into a separate package. Added column on log_codes table to dynamically drive the report.
11. Added a link in the editor pages to get the next assignable paper without returing to the editors' page.
12. Added option on the editors' page to enter a specific Paper ID when assigning a paper.
13. Added the presentation type in the title to the final QA screen. It helps the editors identify the type of paper.
14. Changed the OK to publish routine to return the reason the paper is not publishable; not just "No".
15. Added link to registration page on individual payment status page.
16. Added a script to compute statistics on SPMS tables and indexes. Can help some queries run faster during high-volume transaction periods.
17. Removed the email message for unmatched CC vendor transactions. Registration to allow such transactions.
18. Added vendor delegates to the participation list.
19. Various updates to the eDot routine to control fonts, colors, text size, etc.
20. Added search for profile routine in registration to speed up registration processing.
21. Allow users to specify an exact payment amount, overriding the calculated amount due.
22. Tweaks to the get_next_paper routine. Too slow. Linked to the "early edit" routine. Commented out for now but will have to improve it later.
23. Fixed a bug that prevented primary authors and speakers from accessing a paper.
24. Teeaked the stats report to improve response time. Changed the display on the statistics page.
25. Removed obsolete system parameters and code.
26. Fixed bug that allowed removal of presenter without specifying a new one.
27. Added create date to registrants table and to the registration export.
28. Fixed a bug in the merge profile routine.
29. Fixed a bug to exclude REPO-only menu items from conferences.
30. Added the date to the SMPT header in all outgoing email.
31. Tweaked the assign poster ID routine to process only poster sessions.
32. Added CHAIRS tag around the existing CHAIR XML tag.
33. Tweaked several routines and queries in registration to speed up the response time.
34. Added new entry points for XML sessions and abstract extraction. Along with a routine to produce a short version of the main XML document.
35. Force the paper ID to upper case when calling the file download script.
36. Bug Fix. Don't display sub class when creating a new abstract if sub classes are not required.
37. Allow for mixed-case paper IDs.
38. Change the participant list to show the full affiliation with town and country.
39. Updated the user pages to not display the Paper PDF link if there is no file uploaded.
40. Added Paper URL XML tags for export to InDiCo.
41. Changed the participant's list to display the affiliation used on contributions. If no contributions were found then use the current mailing address affiliation.
42. Bug fix in "common" shared routine to no return the paper PDF URL unless a PDF file has been uploaded.
43. Separated the routine to generate the paper download URL into two functions. One to generate the URL the other to generate the full HTML tag. Needed separation for an update to the XML routine.
44. Add a system parameter for a separate email address to handle new affiliation requests.
45. Added Speaker/Presenter to the Session Summary report.
46. Fixed a bug that didn't allow the administrator to create profiles without supplying a username/password for the account.
47. Fixed a bug in SYNC when processing multiple address merges. They must be processed in time stamp order.
Patch 6.8
1. Bug in SYNC when processing multiple address merges. They must be processed in time stamp order.
2. Changed the fetch/display procedures to use BULK COLLECT.
3. Updated the registration statistics report.
4. Added code and links for PC members to edit abstracts and add authors during PC Mode and when PC edit is enabled.
5. Changed the proposal status from a checkbox to a list of values. Created a supporting table for proposal_status_codes.
6. The SORT_xxx fields were in reverse order for the co-authors section of the UNION statement of the abstract_authors view.
7. Updated the program committee (PC_MODE) to track accepted vs rejected proposals and who accepted/rejected the proposal.
8. Removed the TRIM and UPPER functions from the insert statement for classification and sub-classification codes. Caused a foreign key problem if the primary tables and lowercase values.
9. Change the withdraw/restore abstract routines to also archive the abstract logs. Also, now archiving for all withdrawals, not just those where a paper ID is assigned.
10. Included the abstract in the propose invited oral mode display.
11. Bug fix. Fall out from previous fix that allowed user to search for a profile then submit abstracts without creating an account. Needed to set the global person ID prior to updating account information.
12. Added an option in the email utility to select abstracts where no one associated with it is registered.
13. Added error checking via email to the administrator for registration in the event the CC vendor does not return the registration IDs or the correct registration records are not updated.
14. Bug fix on Processing a Payment. If the total isn't paid in full the remaining payment IDs on the registration record must be cleared. Otherwise SPMS considers that item paid.
15. Changed cursor in OK2 edit abs routine in the common package. Oracle didn't like select * after changing search_text field to a CLOB. Strange.
16. Bug fix. The routine to calculate fee due did not allow payment overriding for some types of fees. This caused the late fee to be applied.
17. Changed the get affiliation abbreviation routine to only return those where the profile was marked as the current mailing address. Note: The routine will always return at least one affiliation.
18. Bug fix to prevent person from gaining access to an account after using the search-for-account feature.
19. Changed default abstract word search to AND (instead of OR).
20. Added new fields to registration pages to exclude/include registrants from/on reports and statistics.
21. Set the default abstract search to NOT exact.
Patch 6.7
1. Changed the logic around testing valid referrer for profile updates at the repository site. URL is now passed as encrypted text, then compared to the data in the valid referrers table.
2. Updated the Proposed Speaker to include the affiliation.
3. Added presentation type, classification and speaker's affiliation to the abstract book report.
4. Withdrawing a single proposal called the wrong routine. A separate withdraw routine was added for classifications and presentations.
5. Fixed the lost password routine. Need to decrypt the URL before using it.
6. Decrypted the URL in the New Affiliation request via the New Co-authors' page.
7. Changed the JavaScript to use the entire presentation type code for poster session codes.
8. Bug fix. Person could assume identify via the search for a profile routine without logging in first.
9. Move the Conference Program report to a separate file. Reworked the report to fix a bug and simplify the code.
10. Reworked/simplified the logic/code in the add author section.
11. Changed the abstract_authors view for the add authors screen.
12. Reworked the Session Chairs email routine.
13. Cleaned up and streamlined the new affiliation request workflow.
14. Added JavaScript to check the lengths of the description, funding agency and footnote of the abstract.
15. Add an option (system parameter) to disable online option on the CTX rebuilds.
16. Changed the Edot routine to automatically loop through pages. Add a form parameter to allow the user to specify the font size.
17. Updated the routine common.get_dot_image to accept a 2nd parameter that identifies which dot image (editor or referee).
18. Added calls to rebuild the CTX indexes where needed.
19. Fixed bug in Admin access to edit an abstract. Was not allowing edit to sub classification.
20. Infinite loop can occur in the conference program report with bad data. Added additional logic to bypass and a fail safe counter to exit loop after 300 iterations.
21. Added additional error checking to the Session Maintenance screen.
22. Updated the Session Info report.
23. Added functionality for PC members to accept, reject and prioritize proposed, invited orals.
24. Added system parameter to override the server name returned by Apache. Useful to site with a load balancer.
25. Updated error message in the conference program report. An abstract may have a session but no sequence, which causes the paper ID to be blank.
26. Changed the accept/reject function in program committee package to check is user is the main classification coordinator.
27. Changed the sort order on new affiliation searches to weight affiliation data higher than address data.
28. Changed an error message in parameter maintenance to match activity. PC mode is actually Invited Oral mode.
29. Changes in design of the conference program report in an attempt to simplify.
30. Set the default abstract search to NOT exact.
31. Added new fields to registration pages to exclude/include registrants from/on reports and statistics.
32. Increase abstract text fields to 4000
Patch 6.6
1. Changed the logic around testing valid referrer for profile updates at the repository site. URL is now passed as encrypted text, then compared to the data in the valid referrers table.
2. Moved web page names that do not required user login to a table. This enables a conference to selectively remove pages from the list.
Patch 6.5
1. Do not allow private address on contributions.
2. Hide private address from non-privileged users.
3. Updated meta_data_codes to default some values upon insert.
4. Add the ability to merge two addresses within an affiliation.
5. Added merge addresses table and index.
6. Don't allow non-privileged users to search for abstract during invited oral mode.
7. Encoded the double-quote character as it moved from page to page on Role email utility.
8. Updated the new affiliation request search screen. Split between frames and top frame contains an accept link.
9. Changed the registration button text from "Close Window" to "No."
10. Added stats in dependencies to count lines of code. Visible on the front page.
11. Added/fixed code to handle CC vendor transactions that fail.
12. Added a report of all variables returned by the external CC vendor. Report link is visible on the invoice (registration administrators only).
13. Updated Main Classification popup list on the Program Committee page to no longer exclude the classification used in the search.
Patch 6.4
1. Fixed the link to the next page when withdrawing an abstract
2. Updated the roles email to show a preview of outgoing email and fixed the replacement variables
3. Classification counts by Region, Country and Affiliation were hard-coded by presentation_code. Removed from Reports and created RPT_Class
4. Suppressed email to co-authors when in PC invited oral proposal mode
5. Updated the data structures in all bulk collect statements
6. Sorted the affiliations in the export to order by mailing address, then by role on the abstract (speaker, author, etc.)
7. Changed new affiliation requests to add affiliations directly into the affiliations table
Patch 6.3
1. Changed cursor in show_abstract_list routine. Broke out "ORs" into unions. The OR performed a full table scan on the abstracts table.
2. Fixed a bug preventing email going out via the REPO email utility due to the addition of the attributes check boxes. The code was not ignoring the "dummy" placeholder.
3. Replace existing co-author email to the administrator with a CC on the email that goes to the co-author
4. Added option to search screen to find any abstract with a profile waiting for a new affiliation request
5. Ability to limit checkbox items
6. Updated the email to roles routine to display a sample screen prior to sending the emails out
7. Separate "all invoices" by page
8. Remove hard-coded presentation types from the classification counts by region, country & affiliation
Patch 6.2
1. Added list of privileged application on the Authorize Users & Roles screen.
2. Separate privilege to propose an invited oral from the reclassification/presentation privileges
3. Allow persons w/o account to join functional groups
Patch 6.1
1. Redesign of Roles & Privileges. Users are mapped to Roles and Roles are attached to SPMS privileges. Privileged user now has the option to login with or without assigned privileges.
2. Added Attributes to the Repository Email Utility
3. Fixed the sort order in the Session_Counts report
4. Added email address to the registration extract
5. Fixed the Registration Summary Statistics report
Patch 6.0
1. Registration support for external payments
2. Separate registration management functionality
3. Letter of invitation flag in profile (optional via new system parameter
4. Letter of invitation extract
Patch 5.9
1. Master Status Report: add Final QA , flag for new author files (transparencies excluded)
2. Fixed a bug in the Author List on the Search page.
3. Added referee popup in Abstract Search screen.
4. Added referee popup in Abstract Email Utility.
5. Fixed registration country count report; it was counting each profile instead of each person
Patch 5.8
1. Update number of emails sent message" to include the total number of recipients
2. Add "who is registered" to search screen results (admins only)
3. QA functionality - correct/update titles, author list checking
4. Add an email to author link on the QA assignment page
5. Updated "send One" email routine to display paper ID and title
6. Allow authors to upload comments with their files
Patch 5.7
1. Separation of referee codes from editor codes
2. Clean up of OK_to_upload_file subroutine based on editor and referee codes
3. Addition of automated referee assignment
4. New report. Counts and percentages by sub-classification
Patch 5.6
1. PDA download
2. Update registration paid amount when reversing a payment
3. Registration stats: breakout count by values
4. Added a link to invitees on the Find an Invite screen
5. Updated the registration payment screen to all collection of late fee after all payments are processed
6. Check file upload message "1 of 2 required files were uploaded"
7. Fixed a bug in the email routine where the email address didn't match the recipient's name when primary author was selected
8. Fixed get_sort_order in poster paper ID assignment for main/sub classification combinations
9. Fixed bug in file upload that allows transparency upload before paper ID assignment
10. Fixed bug in file upload screen that allows all files to upload after paper assignment
11. Fixed bug in email_queue that always included the "from address" as a recipient
12. Updated activity report to include selected role codes
13. Added list of registered types (speaker, author, coauthor) to the editors' screen with a link to list the individuals
14. Fixed and cleaned up the change password routine
15. Added Hardcopy Received w/o files uploaded report
16. Added QA'ed but no PDF re-uploaded report
17. Fixed a bug in the change password routine that did not update the repository
18. Updated QA failed routine to send paper back to editor (or reassign) rather than assigning a red dot
Patch 5.5
1. Updated the email routines to search on attributes
2. Fixed Dear <<Recipient's Name>> issue in registration email
3. Updated search screen for main/sub combinations when in use
4. Check early/late fee registration at cutoff date/time
5. Fixed various bugs in registration
Patch 5.4
1. Fixed the bug in the search screen under the alphabetical author listing
2. Fixed a bug in the Mailing List to Excel extract that caused it to crash
3. New Report: Count of Posters by Date of Presentation
4. Fixed a bug in registration invoice that improperly required a "fee" to be checked when no balance was due.
5. Fixed a bug in registration regarding Fees with a multiplier. SPMS did not properly handle updated to the count.
6. Added Participant to the Credit Card report in Registration.
Patch 5.3
1. Fixed a bug in registration payment by CC that did not display existing CCs to the user on the 2nd payment.
2. Trapped user error in registration payment when re-entering an existing CC.
3. Fixed Add to schedule link on Search Results page. It used the wrong JavaScript popup.
4. Fixed bug in schedule display that excluded abstracts without a program code (paper ID).
5. Registration email by payment type.
6. Added the payment instructions to the invoice page.
7. Add parameter to hide Search link.
8. Fix stat_presenters routine in Registration, don't rely on standard Presentation codes
Patch 5.2
1. Fixed a bug in registration preventing the user from specifying a payment type for an item after cancelling a previous payment type for that same item.
2. Trap abstracts longer than the maximum and notify users upon submission/edit
3. Add option to additional abstract attributes to take priority in editor assignement.
4. Add email utility driven on user roles and expert roles
5. Add final check in the poster sequencing routine... If files are already uploaded then don't run.
6. Fixed admin login routine. Leaving system password blank properly logs user in as an ordinary user (no privs).
7. Return abstracts attached to additional attributes when tied to any profile (primary/co-authors, speaker, owner)
8. Added a method to remove a chair from a session
9. Added <<Contribution ID>> to the email utility. Administrator may now send an email to a use and include the contribution ID. Handy prior to program code assignment.
10. Fixed the abstract submission screen to display maximum text limits specified in the system parameters section (no longer hardcoded).
11. Fixed the co-author email notice to send the default (non-debug) URL in the message when an Administrator added co-authors.
Patch 5.1
1. Added a monitor job to notify the SPMS administrator when a job fails.
2. Add sort order to PC interface: Author, Contribution ID, Main Classification, Sub-Classification, Presenter's Affiliation, Type of Presentation.
3. Add additional fields to PC interface: Contribution ID, Title, Authors, Presenter, Abstract, Type of Presentation, Main Classification, Sub-classification.
4. Fix initial data load to exclude already merged profiles.
5. Add additional attributes to persons/profiles.
6. Added a link on the Job Queue Status page to display errors in the email queue.
7. Add proposed speaker mode for oral presentation that the PC will use to develop program.
8. Add additional attributes to profile search screen.
9. Add list of abstracts in system to the profile search results screen.
10. Allow merging of profile in repatriated tables.
11. Removed the special characters report.
Patch 5.0
1. Added the paper ID to the duplicate abstract report
2. Added QA functionality instructions and a separate Record QA button to the editors' abstract edit screen.
3. Add payment received email to registration - plus optional, conference-specific text (in a system parameter)
4. Add additional abstract attributes (separate table)
  - attributes defined by administrator
  - search capability for editors and administrators
5. Allow conference admin. to dynamically specify program code sort order generation.
6. Village System
  - Allow a main/sub classification to split between two or more sessions.
  - Split posters into separate rooms based on room capacity
  - Room capacity overflow into subsequent rooms based on administrators' definition
Patch 4.9
1. Separated reclassify and change presentation type functions
2. Carriage returns now allowed in footnotes
3. Add a link to edit profile on the search/edit results screen
4. Fixed the affiliation request page to no longer allow requests with a profile.
5. Added a registration role to hide credit card data
6. Search/report on repatriated data
7. Updated abstract submission to tuncate free-form text to maximum abstract length specified in the systems parameter page
8. Fixed a bug in registration that sent blank email messages to registrants reminding them to make a payment
Patch 4.8
1. Repatriation generation script.
Patch 4.7
1. Log email sent by affiliation requests.
2. Added a routine in common to format special characters in URL parameters (i.e. changes special characters into their %HEX representation).
3. Update the repository search routine to use the common special characters routine
4. Fixed login bug for internal account. Didn't display the menu.
5. Removed vendor_flag from user_roles (was intended for role_codes table)
6. Updated the SPMS installation instructions
Patch 4.6
1. Fixed bug that forced all checkbox entries to be required.
2. Change the "from" address on registration emails to the page administrator.
3. Fix typo: "Your registration confirmation numbers is:" It should read 'number' not 'numbers'.
4. Change labels month and year to expiry month and expiry year.
5. Remove duplicate banner on CC payment page.
6. Hide CC and CVV2 #s on all D/E screens.
7. Restricted access to registration screens to registration administrators only, access is denied to conference administrators.
8. Added system parameter to limit access to sensitive registration screen to a valid IP address list.
9. Added library data extracts for SPIRES and CERN OAI.
10. Added "type of affiliation" to the affiliation maintenance screen.
11. Added routine to link abstracts to keywords after proceedings are generated.
12. Linked file type code and presentation codes to all a conference to designate different file upload requirements per presentation type.
Patch 4.5
1. Added payment failed feature with direct email to user.
2. Changed file upload routine to allow uploading different file types based on the presentation type of the paper.
3. Added a new maintenance screen under Editor/Proceedings Administration labeled "Presentation File Combinations"
4. Weight applied to uploaded file, which controls automatic assignment to editors is now dynamic and set via the "Presentation File Combinations" screen.
5. Added a system parameter "File Upload Threshold" under the "User" tab to control the minimum value required for editor paper ID assignment.
Patch 4.4
1. Fixed bug in registration that did not validate a user checked at least one required checkbox item.
2. Added vendor roles
3. Added screens for vendors to enter vendor associates
4. Added iCalendar extract for initial feature testing
Patch 4.3
1. Fixed "not authorized" problem on abstract-based email utility.
2. Fixed the installation script to prompt for conference HTML and SSL port.
3. Allow registration administrator to use data entry forms when not available to users.
4. Removed the pass code and pass phrase.
5. Changed the stored password into a hashed value.
6. Gave authorized users the ability to change a password.
7. Passwords are no longer visible.
Prior Completed Tasks
1. New report to cross editor status and referee status.
2. Editing conference codes s/b repository only.
3. Change affiliation search to use NEAR (OR if NEAR produces no results).
4. Add referee capabilities.
5. Changing owner routine needs easier method to find the owners' IDs.
6. Type in Authorized users and roles (Administrator).
7. Hide administrators' passwords.
8. Allow registration read-only role to view invoices
9. Don't show totals on invoice when no fees.
10. Add affiliation to editor email.
11. Registration counts by country & region.
12. Create time zone table.
13. Add "re-classifiable" to presentation_codes.
14. Add copyright requirement to OK_to_publish routine and users' abstract view.
15. Show invoice link & email only if fees > 0.
16. Presentation code and re-classification changes for FEL05. see changing presentation types email from 3/14/05
17. Poster paper ID generation via sub-classification.
18. Installation instructions for email queue.
19. New affiliation request. Check for duplicates needs work. Too many hits.
20. Abstract reclassification upgrades.
21. Separate privilege for editing an abstract.
22. Links at top of page are wrong for general users.
23. Track entry page at logon when no account exists. Jump there when complete.
24. Batch job for payment notices.
25. Reclassification bug. Proposed not showing; just the person's name.
26. Option to delete a registration.
27. Cross reference registration attendees with abstract poster presenters.
28. Add menu JS to registration for privileged users.
29. Add affiliation, address, and email to invoice.
30. Report to print all invoices.
31. Popup list for registration countries.
32. Session: Fix session_date update routine. Add one day to the date.
33. Registration: add unique registration id, name, affiliation and print JS button to receipt.
34. Registration: don't display total paid if zero.
35. Registration: add "Your total paid will posted as soon as your payment is processed."
36. Registration: delete old fee matrix combination when one is changed.
37. Registration: display late fee on input page when past the cutoff date.
38. Check search results page for page break.
39. Allow for special characters in meta data prompts.
40. Redo the recording of payments.
41. Add balance due option to registration data extract.
42. Add multiple page option to registration extract.
43. Set sub classification code on admin edit screen.
44. Don't allow accept feature when system parameter is not set to block user updates.
45. Change reclassification search criteria to AND not OR.
46. Delete from fee matrix when amounts are null.
47. Trap primary key violations on person roles.
48. Fix ORA-02292: integrity constraint (PAC05.FEE_MATRIX_META_DATA2)
49. Fix http://snsapp1.sns.ornl.gov/pls/pac05_devl/registration.budget
50. Trigger to set conference code on sub-classification codes.
51. Allow admin to set maximum number of registrants per page.
52. Email to session chairs.
53. Add invitation only feature where administrator upload a list of email addresses that automatically set the invitee flag.
54. List of registrants report showing name and affiliation.
55. Add initials to the coauthor list under abstracts.
56. CC all email to admin; Add admin to "reply to" section.
57. Send email to authors when red or yellow dot is assigned.
58. When is (co)author editing by users allowed? Frozen once edited.
59. Add a QA check list and track the items.
60. Add XML routines for pre-conference, printed material.
61. Do not allow "source" file upload under the "other" option.
62. Presentation Codes vs. Presentation Option Codes
63. Check poster police updates. Don't log unless changed.
64. Verify "unavailable" routine is working.
65. Add parameter for abstract character limit
66. Add "copyright required" system parameter
67. Display program code (paper ID) for administrators when still hidden from users.
68. P/C app to re-assign classifications and set contributed/poster.
69. New affiliation request for new accounts should hold request record and email until after account is created so the person_id is populated.
70. Oracle text requirement for DB installation. (grant select on ctxsys.dr$pending)
71. Email log of selection criteria, date, subject, recipient class and copy of text.
72. Allow for paper upload after system parameter is off (use invitee list).
73. On-leave check box on co-authors.
74. Withdrawals after program code are assigned the administrators must receive an email and keep a copy into deleted abstracts and LOGS table.
75. Email on abstract withdrawals.
76. Add nvl (paper_id, abstract_id) to extracts.
77. Handle deleted persons on the REPO but exist in the Conf DB.
78. Journal deleted person IDs for use in SYNC.
79. Change session_seq field on abstracts table to a number datatype.
80. Add start and end times for orals.
81. Add start and end times for breaks and poster sessions.
82. Use start and end times for orals, breaks and posters to create an Overview (see page x in the abstract brochure).
83. Parameter to send email to administrator when abstract is created another for updates.
84. Parameter to send email to LOC when abstract is created another for updates.
85. Parameter for LOC email.
86. Add direct link to email for search results and editors' list of papers.
87. Search on word or title, checkbox defaults to exact title match, otherwise search as it is now.
88. System parameter to disable paper ID assignment.
89. BCC new account email to administrator instead of CC.
90. Email to new co-authors with profile but no account.
91. Add automatic emails to new co-authors inviting them to complete their profile.
92. Synchronization to repository at the end of a conference — role (primary author, co-author, speaker, presenter) conference year, conference series (PAC, EPAC, APAC, etc.), paper ID and title.
93. Include keywords in the post-conference sync to repository.
94. Keyword codes specific to conference.
95. Keyword regular expressions.
96. Poster police photo default to NO.
97. Session with "holes." Show holes, not just a dump.
98. Verify that submitting authn XML when profile is speaker/preseniliation request email to the administrator.
99. Allow edits to abstract title and co-authors after abstract freeze and during file upload period.
100. Add option on authors' page to change the abstract owner.
101. Give primary author privs to edit where they are not the owner.
102. Sort names in abstract creation popup list.
103. Give primary author privs to upload files where they are not the owner.
104. Give user the ability to change their username and/or passwords.
105. Allow for flexible conference lengths.
106. Add email to account owner when abstract is successfully created.
107. XML output file for Volker's scripts.
108. Add recipient to abstract email utility.
109. Add presentation option to email utility.
110. Admin page to create profiles without the extra crap.
111. Improve new affiliation request form.
112. Session maintenance needs a search interface for session chair.
113. Abstract maintenance needs a search interface.
114. Abstract edit for administrators should show extra data entry fields but doesn't.
115. Add system parameter for the legal/privacy URL text.
116. Add system parameter for additional create line in footer.
117. Add auto search to processing screen for new affiliation requests.
118. Add Initial QA to search.
119. Sessions: conference might not start on a Monday.
120. Add descriptions to parameters.
121. Add comments to tables and columns.
122. View comments in dependencies.
123. Allow invites to add/edit abstracts while others are prevented.
124. Log merges in repo and propagate in conference DB.
125. Parameter for standalone database
126. Add flag to conference codes for systems parameters table.
127. Primary key for search_display_codes
128. Include speaker on search and search results.
129. Include link abstract log on search results.
130. Link to search from alpha list should show authors.
131. Allow change to abstract ownership.
132. Alphabetical list: Include abstracts owned by person
133. Merge two persons.
134. Delete Person — check for errors, constraints, etc.
135. Allow updates to Yes/No flag on presentation types.
136. Don't allow duplicate names.
137. Report for duplicates.
138. Add version number.
139. SMTP email routine. Break out multiple email addresses in the send section.
140. Include an option for Latex v. MS Word on the Editors' paper selection screen.
141. Pause between email sends.
142. Change email reload to accept an error code.
143. Add process to delete a person.
144. Make citizenship optional.
145. Allow edits to profile by administrator without creating/requiring account information.
146. Move region code to the country table?
147. Update SYNC routine to check for foreign keys before insert and update.
148. Allow different sort orders for multiple profiles from paper to paper within the same conference. Profile's sort order is the default if the primary author does not specify.
149. Add additional status to users' summary view of their abstracts to indicate "waiting for hard copy" and "waiting for copyright form" (PAC only). This is displayed only after a paper receives a "dot" status.
150. EPAC's poster 1st pass sort sequence is country, affiliation, last name.
151. Search for an affiliation through a separate window offering search of criteria such as town, acronym.
152. Address line 1 is not mandatory for new affiliations.
153. Update the EMAIL routine to send based on mailing list settings, memberships, and authorization.
154. Add option for a new affiliation — email to JACoW repository administrator.
155. When we tried to create a new affiliation we get a Primary Key violation
156. Change the text on the Profiles page: "The JACoW Repository may have some of your information from a previous conference so please use the search feature before you create a new account" To read: The JACoW Repository may have some of your information from a previous conference so please use the search feature BELOW before you create YOUR account.
157. Search returns the list - on this page the button to be labeled Select Above (rather than account, because it is not yet an account, only the person to be associated with the account).
158. After searching for an account auto fill the lname and email fields based on the values searched.
159. Initials should be mandatory.
160. Include instructions on how to remove an incorrect affiliation on the profile maintenance screen.
161. Preferred Name needs some help text. "If you do not want your name to appear as a concatenation of your initials and last name, you can specify an alternative here."
162. What does the cancel button do?
163. When you hit Logout it works but it is not obvious to the user can you display another page or flash a message.
164. When you go back as a user after account creation and into the maintenance page, do you need to hit submit in order to validate, or is this implicit with the account creation.
165. In the affiliation maintenance page there is a '?' in the alphabet - why is this - is it related to the special character which has slipped into the affiliations (Arhus for example has A with a dot on top - Å, if it works on Email).
166. When we tried to search for an affiliation we get Oracle Text Error column not indexed (JACOW.REPOSITORY line 355)
167. Accommodate EPAC classification and sub-classification (EPAC refers to them as sessions and classifications.
168. All updates to permanent data (profiles, affiliations, countries, etc.) occur at the repository only.
169. Speaker v. Presenter change label to presenter when contribution is a poster.
170. Affiliation maintenance: remove the edit link for the affiliation name. Editing an affiliation address will also edit the name.
171. Add membership number to membership section of the profile.
172. Add "secret question" for forgotten passwords.
173. Change "disclaimer" to "Funding Agency/Sponsorship" — allow 200 characters and carriage returns.
174. Remove "keywords" from abstract submission.
175. Remove "relevant URL" from abstract submission.
176. Move maximum number of pages for a contribution from to the presentation code.
177. Log all changes to the users' profile — include IP address of the user.
178. Add mailing list selection to the users' profile.
179. Generate the Session ID (program code) from the session Meta data.
180. Add a system-wide flag to disable updates to a contribution by the author.
181. Change authentication method.
182. Require the initials in the users' profile to end with a period.
183. Allow deletion of a profile if it is not attached to contributions.
184. Include a button to indicate that JACoW may maintain their profile. The button will not appear once the user accepts this option.
185. Remove automatic email to authors/speakers/account holders with a contribution's status changes. Status and all comments are visible to the account holder from their summary screen.
186. Allow zero for the # of pages for a non-withdrawn paper. This occurs in EPAC if a contribution is not received for an invited oral.
187. Reports menu — move the "session info" report to the data extracts page.
188. Add country abbreviation (not unique) to the country codes. This is needed for mailing labels. (England, UK; Scotland, UK).
189. Add a link to the JACoW privacy statement to the footer of every JACoW page. JACoW to provide the statement and URL.
190. Abstract text — In addition to not allowing carriage returns check for special characters. Remove the cut/paste instructions.
191. Remove country grouping (remove from the DB as well)
192. Add a check box to the users' profile to indicate the current snail-mail address.