1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project Manager

2 KNS Functionality (Transactional Documents) Transactional documents perform a business process or action within the system Each transaction document configured in KEW for unique routing process Documents that perform similar business actions form groupings: –General Ledger Posting –Accounting –Research 2

3 Document Hierarchy 3 Document Transactional LedgerPosting GeneralLedger Accounting Purchasing Voucher LaborLedger LaborExpense Research Receiving Maintenance KNS Functionality (Transactional Documents)

4 Document object is a special business object containing hooks for the document lifecycle Actions on documents handled by extending and customizing Rice base classes: –Document base –Action Base –Rule Base User Interface constructed on case by case basis by reusing common tags and creating document specific tags 4 KNS Functionality (Transactional Documents)

5 KFS Transactional Document –KFS uses transactional documents to implement core financial processing, as well as Purchasing, CAMS, AR and Labor. –Transactional Document ExamplesTransactional Document Examples KC Transactional Document –KC uses transactional documents to build the web forms that support end-user functions –Transactional Document ExamplesTransactional Document Examples 5

6 KNS Functionality (Custom Tag Library) Reusable web content with JSP 2.0 Tags Provides standard look and feel components –Page headers/footers –Tabs Provides common document components –Document Header/Overview –Notes –Route Log –Controls 6

7 KNS Functionality (Custom Tag Library) Integrated with Data Dictionary: –htmlControlAttribute renders a field using control type and size declared in dd –htmlAttributeLabel renders a field label using label defined in dd 7

8 KNS Functionality (Custom Tag Library) KFS Reusable Custom Tag Example –KFS uses custom tags to reuse content such as accounting line infrastructure –Custom Tag ExamplesCustom Tag Examples KC Reusable Custom Tag Example –KC uses custom tags to build the UI for our transactional documents –Custom Tag ExamplesCustom Tag Examples 8

9 KNS Functionality (System Parameters) Special system tables for configuring the system during runtime Allow for turning certain features of the system On or Off Configuration of values used as defaults in the system or by a process such as validation Other settings include batch configuration, URLs, & help 9

10 KNS Functionality (System Parameters) Flexible configuration with use of Allow/Deny indicator and List values (including constraining values) Each system parameter record is updated by a maintenance document –Access controlled by the parameter workgroup –Can optionally be routed for any necessary approvals 10

11 KNS Functionality (System Parameters) KFS System Parameter Example(s) –KFS uses system parameters to configure institutional financial values and enable system features –System Parameter ExamplesSystem Parameter Examples KC System Parameter Example(s) –KC uses system parameters to configure the UI, maintain runtime-configurable constants used for business rule logic and decision logic, and to store URIs – and much more –System Parameter ExamplesSystem Parameter Examples 11

12 KNS Functionality (Business Validation Framework) Basic size & shape validation with Data Dictionary Fine grained validations written in Java code –Highly customizable with system parameters and data dictionary overrides –Extensive code reuse through inheritance and services Common infrastructure for adding and reporting errors with error text in resource files 12

13 KNS Functionality (Business Validation Framework) Isolated within the system for easier maintenance and customization Built using an event model for scaling as the system evolves –processSaveDocument(…) –processRouteDocument(…) 13

14 KNS Functionality (Business Validation Framework) 14 DocumentRuleEvent W Interface Request Call rule interface method Generate event KualiRuleService Busines Rule Impl Implemnts rule interface? Get business rule impl Return errors Document.xml

15 KNS Functionality (Business Validation Framework) KFS Business Validation Framework example –KFS extends the business validation framework for reusable accounting document validation –Business Validation ExamplesBusiness Validation Examples KC Business Validation Framework example –KC the business rules framework for processing and publishing page and audit errors –Logical errors, not form-field size and shape errors –Business Validation ExamplesBusiness Validation Examples 15

16 KNS Functionality (Extensible Batch Framework) Interfaces and base implementations for implementing batch processes: –Step : stage in batch process –Job : one or more steps that run sequentially Spring configuration of batch implementations Built in scheduling of batch jobs with Quartz –Flexible scheduling configuration –Hard and Soft dependency settings 16

17 KNS Functionality (Extensible Batch Framework) Jobs runnable as standard Java main applications Optional integration with external scheduler by overridding SchedulerService 17

18 KNS Functionality (Extensible Batch Framework) KFS Batch Framework example –KFS uses the batch framework to implement core general ledger processing, budget construction, and labor batch –Batch Framework ExamplesBatch Framework Examples KC Batch Framework example –None at this time 18

19 Kuali Nervous System Part 2 Wrap up Components that we saw –Transactional Documents  For business process based transactions –Reusable Custom Tag Library  Makes building UI’s for Transactional Documents easier –System Parameters  Allow for runtime configuration changes –Business Validations Framework  Allows for a plug point for writing business validation code possibly leveraging runtime configurable system parameters –Extensible Batch Framework  Allow for scheduling and management of background work that must be performed by the system 19

20 Questions on what you have seen in Part 2? 20