Re: [lmi] Special "split funds" supplemental report

[Vadim Zeitlin]

On Fri, 25 Jan 2019 03:15:34 +0000 Greg Chicares <address@hidden> wrote:

GC> On 2019-01-25 02:30, Vadim Zeitlin wrote:
GC> > On Fri, 25 Jan 2019 01:10:19 +0000 Greg Chicares <address@hidden> wrote:
GC> [...]
GC> >  BTW, I've been thinking since quite some time that having a "search"
GC> > control in this dialog wouldn't be unhelpful. Or do the actual users know
GC> > the UI on the back of their hands and don't need any help with navigating
GC> > it?
GC> 
GC> If they don't know it like the backs of their proverbial hands, they make
GC> detailed notes that they share with each other. Or they just ask Kim.

 Using a voice assistant is another popular solution to the problem of
finding the right thing but some old-fashioned people still prefer
search...

GC> I would hesitate to add a "search" control because, well, what term would
GC> you search for? "Inforce"? "Funds"?

 As with any search engine, it's only as useful as its index is. So this
would require associating the list of keywords with each input field.
Initially I thought that this list would need to be specified at XRC level,
somehow (which is a bit problematic because there is no obvious place for
it there), but thinking more about it, it probably should be defined in the
code as whichever skin is used, the actual fields that it allows to edit
are still the same and so we could describe them in the source code too.

 If a good enough index could be created, adding "Search" to this dialog
could be really useful IMO. And it shouldn't be that difficult to do (the
main problem I see right now is finding a way to highlight arbitrary
controls, but I'm sure we could do something).


[...discussion of the template file for the new report...]
GC> I'd rather you reused the existing 'finra_supp.mst'.

 OK, I've changed this and the result is finally (sorry for the delay...)
at https://github.com/vadz/lmi/pull/106 -- please let me know if you have
any comments. I've tested this with the default FINRA and non-FINRA
illustrations to check that it doesn't change anything for them and also
with in-force FINRA illustrations with and without split funds and it seems
to produce the expected (although rather confusing from my point of view,
as there is no clear visual indication where one report ends and another
one begins) results.

 Thanks in advance,
VZ