CHECKPOINT B4 SERVICE BANK SERVICEBANK REMOVAL This is the commit to see the service bank items if need to add back in
See case 3887
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@@ -366,56 +366,6 @@ CURRENTLY DOING: workorder round two electric boogaloo
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basics first then increasingly esoteric features
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basics first then increasingly esoteric features
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todo 3: service bank
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Questions:
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Can banked service go negative?
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yes, and v8 is designed to allow it as well, if users complain it's a notification issue
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In v7 it was manually applied, can v8 just auto apply and auto remove like inventory?
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or is there a case where some things are not banked and some are?
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How to show balances to user?
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How to handle multiple bankable objects on one wo?
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What would the new wo structure bank to if there are more than one unit, customer and ho all with bank??
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would user have to choose what is banked?
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What if a unit that is bankable is added to a workorder with new labor and saved but that workorder has already been saved and banked against customer, then there are now two separate things that have been banked?
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maybe each item needs to determine what it was banked against so it can be reversed
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Does the entire work order have a bankable object type/id snapshotted and that's used for all unless user changes it?
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Can I remove the feature of a unit having a service bank entirely so that it can work automatically?
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do people even use it??
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TODO:
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How it will work:
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Work order can only bank entirely to one specific object, not a mix
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if users need mix they must make another work order for other objects / split them out
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Workorder has bankable object tid field that all bankable items are applied to upon save of those items
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Bankable objects have a banked checkbox
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While this field is not set any change that could result in a bankable object being added to the workorder will check this field and set it if it's not set
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User can change this field to any bankable object supported on that workorder based on what is saved currently to it
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user can only do this if teh workorder is saved and not dirty (just like state)
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a popup form will open once it confirms it's saved and not dirty else a warning
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in the popup form are shown all bankable objects and the currently selected one, user picks with radio button selection
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if changed, the header is saved with the new bankable object
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When a bankable object is set on the workorder or changed:
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Workorder will go through all it's existing records and apply to this bankable object
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A work order with a bankable object set is assumed to have been banked completely
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new objects added will be banked upon save
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changes to objects will fixup bank just like inventory does now
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Individual bankable objects do not need a service bank id as any object on a saved workorder with a service bank
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If can bank to multiple objects from one workorder then
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Any bankable workorder* object needs to have a bankid field added adn when banked that is set with the bank id so it can be reversed to the correct object by rehydrating it
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On demand balances with a click from menu
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Add wo-wide Alert if bankable object determined for wo has negative balance in any visible category
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alert should show all category balances
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find bankable object, apply on save, reverse on delete / adjust, just like inventory does now but with all other shit
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todo 3: notification
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todo 3: notification
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