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screenSpec: SignIn (Login) Screen (and Company Selection) – OneSource: Inventory for QuickBooks Online screenSpec: SignIn (Login) Screen (and Company Selection) – OneSource: Inventory for QuickBooks Online

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screenSpec: SignIn (Login) Screen (and Company Selection)

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Summary

  • This is the screen users will use to log into OneSource.
  • This is the screen that will appear after a user session has timed out.

Form Open

  • If the user opens the browser and types http://osqbo.com or www.osqbo.com the browser will be re-directed to here: www.osqbo.com/login.
  • All users will log in to OneSource using this screen at that static URL.

Form Objects

  • Logo: ‘OneSource’ – Center on the left side of the screen.
  • Label: ‘Sign In’ – 18 point font.
  • Text Field: ‘Email’ –  This will show the word ‘Email’ in light gray inside of the box. No label.
  • Text Field: ‘Password’ – This will show the word ‘Password’ in light gray inside the box. No label.
  • Checkbox: ‘Remember Me’ – When checked this will save the Email address for future use – but NOT the password.
  • Button: Sign In – When click this will do the following:
    • Is the email and password combination correct?
      • If not display Invalid email address or password (and then set the focus on the Email field and CLEAR the password value).
    • Does this email address have more than 1 company?
      • If so take the user to: www.osqbo.com/companyselection/
        • After the company is selected follow the same steps as directly below…
    • Determine the Server (URL) and the Version (subfolder).
      • These values will be stored in the CompanyMaster!ServerURL and the CompanyMaster!VersionNumber.  For example those values might be: S01 (for the server, which might mean that www.osqbo.com might be at IP: x.x.x.x and www.osqbo.com/S01 might actually be located at: x.x.x.a).  The Version number might be: 18.0301.
      • So, using the example above the final URL opened (after the user clicks the Sign In button, (or the Company on the CompanySelection screen) would be: www.osqbo.com/S01/18.0301/
      • Question: Do we also need to have a field (or more than 1 field) to store SQL Server connection string info?
  • Text: By clicking Sign in, you agree to our license agreement.  (We need to make ‘license agreement’ a URL link to www.osqbo.com/licenseagreement
  • URL Text: I forgot my Password.  This should take the user to : http://www.osqbo.com/ForgotPassword
  • Text: New to OneSource? Sign up – This should redirect the user to: http://www.osqbo.com/SignUp

Sign In Process – Big Picture Workflow

  • We have two applications hosted in our server.
  • Log-in Application contains only Login, Forget password, Sign-Up and QBO callback functions
  • OneSource Software Application contains all of our functions like Customer, Vendor, Item, PO, Invoice, So, Credit Memo and etc
  • If User opens https://osqbo.com Login app => login page will be open.
  • After Sign-in, we will check the CompanyMaster.CurrentServer and CompanyMaster.CurrentVersion fields
    • If User have only CompanyMaster.CurrentServer (like S1) name, we will redirect the user to (https://s1.osqbo.com)
    • If User have CompanyMaster.CurrentServer (like S1) name, and and CompanyMaster.CurrentVersion(like V180726), then we will redirect the user to (https://s1.osqbo.com/V180726)

How the Sign In Process Determines Where to Open OneSource

Fields That Control The Login Process

NOTE: We ‘could’ have 1 single field that store the Server, Version, and Database, but having 3 separate fields will make it much easier for tech support personnel to read and/or change or update the info.  This is why we would like 3 separate fields.

In the CompanyMaster table we have these fields:

  • IsActive: This determines if the user login is allowed to proceed.  If a company needs to be ‘disabled’ from logging in for ‘non payment’ or some other issue we will only need to change the value in this field to 0 to disable it.
  • Server: This is the URL of the Server that OneSource resides on.
  • Version: This is the name of the FOLDER that the version is in (on the server).  .  For instance, if the version was 18.0301 then that version would be expected to reside in a subfolder on the server the user was directed to.  In the example above the path would be: sx.osqbo.com/18.0301/
  • Database: This connection string describes the SQL Server Machine Name, SQL Server Name, Database Name, User Name, and Password.  This tells the app ‘which’ database to connect to.
 

How the Database String (DBConnectString) is created (automatically)

FINISH LATER… We need a way to tell the new company creation process ‘which’ server and db we are currently inserting new customer’s into…

How the actual login process works

  • User types in www.osqbo.com or osqbo.com they will be redirected to here: www.osqbo.com/login.
  • On the login screen the user will enter their email and password and then click Sign In.
  • At this point the combination of user email and password is compared with the list of users in the OSOCompanyMaster (database) Users (table).
    • If user is NOT found the following text will appear under the Sign In button in RED: ‘Invalid Username or Password.’  (The focus is then set back on the user name field).
    • NOTE: The OSOCompanyMaster.CompanyMapping table is used to link the currently authenticated user to 1 or more Companies.
    • If user IS found but there is more than 1 company related to the user then the user is directed to: http://www.osqbo.com/Companyselection/88  (NOTE: We need to remove the 88 from the displayed URL).  Once the company is selected the login process continues using the process for 1 company.
    • Once proper company IS found then next the proper login URL is created by combining (from the CompanyMaster table) the CurrentServer (such as s1.osqbo.com) and CurrentVersion (such as 18.0514).  So, in this example the URL path would be: s1.osqbo.com/yy.mmdd (where s1 is the server subdomain, yy is equal to year, and mm = month, and dd = days).  The Database connection string is created using the method explained in the section above.
    • When the user is logged in the CompanyMaster!CurrentVersion is correct Version # will appear in the Help > About screen.

How the URL looks to the user, after successful Sign In

  • PLAN A is to make it look nice and simple, such as www.osqbo.com/customers (if looking at a list of customers). (They may actually be at http://s1.osqbo.com/18.0514/Customers but it would be nice to ‘display’ the simpler URL to the user.  (When I sign in to Quickbooks Online this is what is looks like in my browser to look at a list of Customers: https://qbo.intuit.com/app/customers
  • PLAN B would be to show the user the actual URL, such as http://s1.osqbo.com/18.0514/Customers IF making PLAN A is going to take too much work to accomplish.

How we prevent users from using a version different than what we have determined they should use

If the user manually types (over-rides) the version # in the URL we will double check the URL before the user looks up a Customer or Creates a New Invoice.  If the URL is different than what it should be we will pop this message: “It appears that you are logged into the wrong version of OneSource.  Please login again.  (This will then pop open the login screen).

 

Dev Items / Tests

Things to Fix or Change

  • X– Fix the Login Reset Password issue (not sending an email??)
  • X– When the user clicks the Sign In button, if the red text that says: Invalid User Name or Password is VISIBLE – Make it INVISIBLE at the very start of the process (and make it ‘wait’ for at least 2 seconds) so the user will see that it was retried properly.
  • X– Design and update the KBA (in the Big Picture section above) ‘how’ the Sign In process works.
  • X– Modify the way the sign in works to use the Version # in the SA screen, Companies, server and version #.  (such as https://s1.osqbo.com/180724.001/dashboard….)
  • X– On the section above called ‘How the actual login process works’ we need to make the last 2 bullet points function properly.

Things to Test

 

 

 

 

 
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