Methods and systems for user interfaces and constraint handling configurations software

• US 5,844,554 A
• Filed: 09/17/1996
• Issued: 12/01/1998
• Est. Priority Date: 09/17/1996
• Status: Expired due to Fees

• Current Assignee: Click Commerce, Inc. (Huron Consulting Group Incorporated)
• Original Assignee: 2Order.com, Inc. (Oracle Corporation)
• Inventors: Geller, Scott D., Heyda, Michael S., Nees, Robert
• Primary Examiner(s): HUYNH, BA
• Application Number:
  US08/718,645
• Time in Patent Office: 805 Days
• Field of Search: 345/326, 345/333, 345/339, 345/342, 345/343, 345/347, 345/964, 345/968, 345/970, 345/335, 345/348, 345/962, 345/965, 705/1-4, 705/26, 705/29
• US Class Current: 715/744
• CPC Class Codes: G06F 8/34 Graphical or visual programming
• CPC Class Codes: G06F 8/38 for implementing user interfaces
• CPC Class Codes: Y10S 715/962 Operator interface for marketing or sales
• CPC Class Codes: Y10S 715/967 Visual or iconic programming

Abstract

A computer implemented method of generating a user product configuration program module from a development environment. The user product configuration program module includes user controls that allow user input of information for use in configuration computations. Methods are disclosed for creating and maintaining the logic for a configuration program module in the form of configuration parameters; creating and maintaining the visual controls and user interface; and linking created visual controls with underlying structure represented by the parameters. Parameters assume values and are indicated as valid or invalid through operation of constraints and queries. Further methods include display of parameter creation and selection windows, and query creation and selection windows for creating SQL queries to access data in external tables. Parameters, queries, and constraints can be displayed in expandable and collapsible hierarchies, and quickly utilized in formulas, queries, and logical expressions by clicking in an expanded hierarchical display. Dependencies occurring in the underlying configuration logic are evaluated in both the forward and reverse direction so as to provide for very fast execution of the resultant configuration program module when a user provides new data via a user control.

Claims

1. A computer-implemented method of generating a user product configuration program module that executes product configuration computations, the user product configuration program module including user controls that allow user input of information for use in the product configuration computations, the method being carried out in a developer environment on a computer system including a display, a command entry device, a pointing device, and a memory, comprising the steps of:

displaying a form creation region on the display, the form creation region comprising a configurator screen display template for display of user controls and information in the user product configuration program;

displaying a controls palette comprising a plurality of selectable controls in a palette region on the display, each of the plurality of controls comprising a control object that, when activated by a command, causes placement and display of a user control corresponding to the activated control at a predetermined position on the configurator screen display template;

in response to a developer command in the developer environment with respect to the user control on the configurator screen display template, displaying a parameter selector window, the parameter selector window comprising a plurality of parameters that can be associated with the user control, information associated with the parameters being stored in the memory;

in response to a developer command in the developer environment with respect to a selected one of the plurality of parameters in the parameter selector window, associating the selected parameter with the user control,

whereby information stored in memory associated with the selected parameter, as influenced by a user command with respect to the user control as utilized in the user product configuration program, is utilized in product configuration computations.

2. The computer-implemented method of claim 1, further comprising the step of displaying an object inspector region on the display comprising information corresponding to one or more predetermined properties of the user control, the predetermined properties including a parameter property corresponding to information utilized in a product configuration computation;

and

wherein the parameter selector window is displayed in response to selection of the parameter property of the user control in the object inspector region on the display by the developer.

3. The computer-implemented method of claim 1, further comprising the steps of:

in response to a compile command by the developer, compiling program code corresponding to the user control and information corresponding to the selected parameter into an executable configuration program module; and

providing the executable configuration program module as an output file, the executable configuration program module, when installed on a computer system, causing display of a user configurator screen display corresponding to the configurator screen display template and including the user control.

4. The computer-implemented method of claim 1, wherein the selected parameter is operative to assume an invalid state in response to predetermined conditions during execution of the configuration program module,

whereby during execution of the configuration program module, in response to user input of information via the user control that causes the predetermined condition, providing a visual indication of the invalid condition on the user configurator screen display.

5. The computer-implemented method of claim 1, wherein the parameter selector window includes a control that expands the display of parameters into a hierarchical arrangement of parameters.

6. The computer-implemented method of claim 5, wherein the parameter selector window includes a parameter group icon that when activated by a developer command, expands to display one or more parameters or other group icons associated with the parameter group icon.

7. The computer-implemented method of claim 1, wherein the control object in the controls palette is activated by the developer pointing to a predetermined region on the controls palette and activating a command entry device.

8. The computer-implemented method of claim 1, further comprising the steps of:

in response to a developer command in the developer environment, displaying a parameter explorer window on the display, the parameter explorer window comprising an editable display of the plurality of selectable parameters stored in the memory.

9. The method of claim 8, further comprising the step of allowing developer modification of a parameter property by direct data entry with the command entry device.

10. The computer-implemented method of claim 9, wherein the developer modification of the selected parameter property comprises use of a formula.

11. The computer-implemented method of claim 10, wherein the modification of the selected parameter property by use of a formula comprises the steps of:

in response to a developer command in the developer environment, displaying a parameter explorer window on the display, the parameter explorer window comprising an arrangement of the plurality of selectable parameters;

in response to selection of one of the parameters in the parameter explorer window, displaying the selected parameter'"'"'s properties in an object inspector region on the display, the parameter properties including a formula property;

in response to selection of the formula property, displaying a formula builder window on the display;

allowing developer entry of a functional expression for assignment of a data value to the selected parameter.

12. A computer-implemented method for creating and maintaining configuration logic for a user product configuration program module that executes product configuration computations, the method being carried out in a developer environment on a computer system including a display, a command entry device, a pointing device, and a memory, comprising the steps of:

displaying a user control in the developer environment, the user control allowing user input of information for use in the configuration computations during execution of the user product configuration program module;

in response to a first developer command in the developer environment, displaying a parameter window on the display, the parameter window comprising a developer interface for creating and maintaining a plurality of selectable parameters stored in the memory;

in response to a second developer command in the developer environment with respect to a selected parameter in the parameter window, displaying a constraint item in association with the selected parameter, the constraint item being operative for constraining information that can be associated with the selected parameter; and

in response to a third developer command in the developer environment, associating a selected parameter with the user control,

whereby the user product configuration program module is operative during execution of the user product configuration program module to receive user input via the user control and apply information associated with the parameter associated with the user control in the product configuration computations.

13. The computer-implemented method of claim 12, wherein the constraint item comprises a query type constraint.

14. The computer-implemented method of claim 13, further comprising the steps of:

in response to a fourth developer command in the developer environment with respect to the query type constraint, displaying a query selector window on the display, the query selector window comprising a plurality of queries that can be associated with parameter information associated with the query being obtained from an external database and stored in the memory.

15. The computer-implemented method of claim 14, further comprising the steps of:

in response to a fifth developer command in the developer environment, displaying a query explorer window on the display, the query explorer window comprising a developer interface for creating and maintaining a plurality of selectable queries in the memory, each of the queries comprising a set of external database commands executable by the computer for retrieving information from an external database for association with one of the plurality of parameters.

16. The computer-implemented method of claim 15, wherein the query selector window and the query explorer window comprise separate windows.

17. The computer-implemented method of claim 12, wherein the constraint item is one or more selected from the group comprising:

a query constraint, a discrete constraint, a formula constraint, a string list constraint, and a range constraint.

18. The computer-implemented method of claim 12, further comprising the steps of:

displaying a parameter group icon in the parameter window, the parameter group icon being associated with an organizational concept with which a plurality of parameters can be associated; and

in response to a developer command with respect to the parameter group icon, expanding the display of parameters associated with the parameter group icon, thereby allowing creation of a hierarchically expandable and collapsible display of parameters.

19. The computer-implemented method of claim 12, wherein the parameter window is a parameter explorer window, and further comprising the steps of:

in response to a sixth developer command in the developer environment, displaying a parameter selector window on the display, the parameter selector window comprising a developer interface for associating a selected parameter stored in the memory with a selected user control.

20. The computer-implemented method of claim 19, wherein the parameter selector window is displayed in response to a developer command with respect to a control placed on a configuration screen display template, and further comprising the steps of:

displaying a form creation region on the display, the form creation region comprising a configurator screen display template for display of user controls and information in the user product configuration program;

displaying a controls palette comprising a plurality of selectable controls in a palette region on the display, each of the plurality of controls comprising a control object that, when activated by a command, causes placement and display of a user control corresponding to the activated control on the configurator screen display template; and

in response to a developer command with respect to a selected parameter in the parameter selector window, associating the selected parameter with the user control on the configurator screen display template,

whereby information stored in memory associated with the selected parameter, as influenced by a user command with respect to the user control as utilized in the user product configuration program, is utilized in product configuration computations.

21. The computer-implemented method of claim 20, further comprising the step of displaying an object inspector region on the display comprising information corresponding to one or more predetermined properties of the user control on the configurator screen display template, the predetermined properties including a parameter property corresponding to information utilized in a product configuration computation;

and

wherein the parameter selector window is displayed in response to selection of the parameter property of the user control in the object inspector region on the display by the developer.

22. The computer-implemented method of claim 12, further comprising the steps of:

in response to a compile command by the developer, compiling program code corresponding to the user control and information corresponding to the selected parameter into an executable configuration program module; and

providing the executable configuration program module as an output file, the executable configuration program module, when installed on a computer system, causing display of a user configurator screen display including the user control.

23. The computer-implemented method of claim 12, wherein the selected parameter is operative to assume an invalid state in response to predetermined conditions during execution of the configuration program module,

whereby during execution of the configuration program module, in response to user input of information via the user control that causes the predetermined condition, providing a visual indication of the invalid condition on the user configurator screen display.

24. A method of generating a user product configuration program module that executes product configuration computations, the method being carried out in a developer environment on a computer system including a display, a command entry device, a pointing device, and a memory, comprising the steps of:

displaying a form creation region on the display, the form creation region comprising a configurator screen display template for display of user controls and information in the user product configuration program module;

displaying a controls palette comprising a plurality of selectable controls in a palette region on the display, each of the plurality of controls comprising a control object that, when activated by a command by a developer, causes placement and display of a user control corresponding to the activated control on the configurator screen display template;

displaying an object inspector region on the display comprising information corresponding to one or more predetermined properties of the user control, the predetermined properties including a parameter property corresponding to information utilized in a product configuration computation;

in response to selection of the parameter property of the user control in the object inspector region on the display by the developer, displaying a parameter selector window on the display, the parameter selector window comprising an arrangement of a plurality of selectable parameters;

in response to selection of one of the selectable parameters in the parameter selector window by the developer, associating information corresponding to the selected parameter with the user control;

in response to a compile command by the developer, compiling program code corresponding to the user control and information corresponding to the selected parameter into an executable configuration program module; and

providing the executable configuration program module as an output file, the executable configuration program module, when installed on a computer system, causing display of a user configurator screen display corresponding to the configurator screen display template and including the user control.

25. The method of claim 24, wherein the control control in the controls palette is activated by pointing to a predetermined region on the controls palette and activating the command entry device.

26. The method of claim 24, further comprising the step of allowing developer modification of the selected parameter property by direct data entry with the command entry device.

27. The method of claim 24, wherein the arrangement of the plurality of selectable parameters displayed in the parameter selector window comprises a hierarchical display.

28. The method of claim 24, further comprising the step of allowing developer modification of a parameter property of the user control on the configurator screen display template.

29. The method of claim 28, wherein the developer modification of the selected parameter property comprises use of a formula.

30. The method of claim 29, wherein the modification of the selected parameter property by use of a formula comprises the steps of:

in response to a developer command, displaying a parameter explorer window on the display, the parameter explorer window comprising an arrangement of the plurality of selectable parameters;

in response to selection of one of the parameters in the parameter explorer window, displaying the selected parameter'"'"'s properties in the object inspector region on the display, the parameter properties including a formula property;

in response to selection of the formula property, displaying a formula builder window on the display;

allowing developer entry of a functional expression for assignment of a data value to the selected parameter.

31. The method of claim 30, wherein the formula builder window comprises a variables pane, a functions pane, and a formula pane;

and

in response to selection by the developer of a function in the functions pane, utilizing the selected function as a part of a formula displayed in the formula pane.

32. The method of claim 31, wherein the functions in the functions pane are selected from the group comprising Assign, AssignWhen, AssignWhenElse, Lookup, Display, and DisplayWhen.

33. The method of claim 31, wherein one of the functions is a Lookup function, wherein an external data table including information for use in the function is stored in the memory, and further comprising the steps of:

displaying a function template in the formula pane, the function template comprising editable text string corresponding to a mathematical expression;

allowing developer editing of the function template in the formula pane;

displaying a hierarchical arrangement of parameters and queries in the variables pane;

in response to selection of a query in the variables pane with the pointing device, displaying the selected query in the formula pane; and

allowing developer editing of selected query.

34. A method of representing a constraint to a configuration parameter in the user interface of a configuration program module that executes product configuration computations, the method being carried out in a developer environment on a computer system including a display, a command entry device, and a memory, comprising the steps of:

storing a plurality of selectable parameters in a predetermined arrangement in the memory, each of the parameters comprising information utilized in a product configuration computation;

displaying on the display a configurator screen display template for display of user controls and information in the configuration program module;

displaying a user control on the screen display template, the user control being operative, in the configuration program module, for receiving user information input;

displaying an object inspector region on the display comprising information corresponding to properties of the user control displayed on the screen display template;

in response to developer selection of a parameters property of the user control in the object inspector region, displaying a first parameter window on the display for selection of a parameter, the first parameter window comprising a display of the plurality of selectable parameters stored in the memory;

in response to developer selection of one of the parameters in the first parameter window, associating the selected parameter with the user control in the memory;

in response to a first developer command, displaying a second parameter window on the display, the second parameter window comprising an editable display of the plurality of selectable parameters stored in the memory;

in response to a second developer command relating to a selected one of the parameters in the second parameter window, displaying a constraint item on the display in association with the selected parameter;

in response to a third developer command relating to the displayed constraint item, receiving developer input regarding the application of the constraint item to the selected parameter; and

in response to a developer compile command, providing the configuration program module as an output, the configuration program module being responsive, when run on a computer system, to information input by a user via the user control for determining application of the constraint to the selected parameter.

35. The method of claim 34, wherein the step of receiving developer input regarding application of the constraint item to the selected parameter comprises displaying properties of the constraint item in the object inspector region, the properties of the constraint item including a conditional application property, and

wherein in response to a developer command relating to the conditional application property, displaying a formula builder window on the display, the formula builder window comprising a region for developer input of a logical condition for application of the constraint represented by the constraint item to the parameter.

36. The method of claim 35, wherein the conditional application property is selected from the group comprising:

UsedWhen, UsedWhenExcept, Display, DisplayWhen, and Lookup.

37. The method of claim 35, wherein the condition for application of the particular constraint represented by the constraint item to the parameter comprises a Boolean function that evaluates to true or false at run time, based on user input.

38. The method of claim 34, wherein the constraint item is selectable from the group comprising a discrete constraint, a range constraint, a string constraint, a query constraint, and a formula constraint.

39. The method of claim 34, wherein first parameter window for displaying the plurality of selectable parameters includes a parameter group icon, the parameter group icon comprising display for organizing a collection of parameters into a logical grouping on the display.

40. The method of claim 34, wherein the first parameter window and the second parameter window are separate windows on the display.

41. The method of claim 34, further comprising the steps of:

displaying a constraint list icon in association with the selected parameter in the second parameter window;

in response to developer selection of the constraint list icon in the parameter explorer window, displaying a constraint menu comprising a plurality of selectable constraint type controls;

in response to developer selection of one of the selectable constraint type controls, displaying a new constraint item in association with the selected parameter in the second parameter window.

42. The method of claim 34, further comprising the steps of:

in response to developer selection of a constraint item in the second parameter window, displaying properties of the selected constraint item in the object inspector region; and

allowing developer modification of the properties of the selected constraint item in the object inspector region.

43. The method of claim 34, further comprising the steps of:

receiving user input of information into a computer system running the configuration program module via the user control;

in response to determination that the information provided by the user input violates a constraint represented by a constraint item, providing a visual indication of the constraint violation on the user configurator screen display.

44. The method of claim 43, wherein the visual indication of the constraint violation comprises display of a red indication on a displayed user control associated with a parameter including the violated constraint.

45. The method of claim 44, wherein the visual indication of the constraint violation is provided on all user controls that are associated with the parameter having the violated constraint.

46. The method of claim 34, wherein the selected parameter is a first parameter whose value is dependent on the value of a second parameter,

wherein the assignment of a value to the first parameter comprises evaluation of a formula containing the second parameter,

wherein the value of the second parameter is a function of a user control, and

wherein information input by a user via the user control is reflected in real time to the first parameter.

47. The method of claim 34, wherein a plurality of constraint items may be associated with the selected parameter, and wherein the effect of the plural constraint items on the parameter is additive.