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2021-09-21 17:29:47 +00:00
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@@ -11,39 +11,11 @@
# Schedule form
based on datalist with lots of filter "handles" on it
needs a way to select which techs to show in which order, I guess ideally an additional saved view part as with filter for datalist
maybe could just add a small key to the datalistfilter that is only applicable to this?
Ideally the same datalist for all purposes so can just filter accordingly with built in pre-filter if single user etc
This is also so datalist can drive reporting
Needs to consolidate all sources of info that can go on display
sourcetype of event so wo, review, reminder...
Keep in mind calendar / schedule based widgets which could be a view and a format saved (no UI space to adjust)
so maybe a "Make this view a dashboard widget" option?
Also, schedule based widgets give us something to immediately provide with initial release if we haven't got to all the widget types yet
From omnibus case 729
- user able to set whether they want to see 15 or 30 or 1 hour increments
- user able to set start time for day (i.e. some want 7am, some want 6am, some want 10 etc)
- ability to set to display either a single day (today) or a week around todays date, etc.
- case 1219 now incorporates saving user settings for days viewed on exit - so that part is already done (DON"T FORGET TO SAVE CONFIG USER HAS SET)
- Personal schedule in home area shows review, reminder and wo scheduled items for techs
only shows personal to that user
- Shared schedule for dispatch service mgmt area shows all techs and wo items
filterable to which techs to include
savable filter
savable orderable which techs in which order
savable all settings
should act like filters for datalists but also for configuration stuff
user selects filter, techs to show, what order etc and then it just uses that when they select it as a view
Views could also drive schedule type dashboard widgets as well
Copy the fuck out of google calendar UI layout, it's popular and easy to use https://calendar.google.com/calendar/u/0/r/week?pli=1
however it is a bit too complex in many areas so just stick to the bare essentials and cleanliness a.m.a.p.
This I like about it:
One single PLUS button prominently displayed to add an appointment
CASES
3766 - view schedule filtered by customer so can see at a glance all past and future for a single customer (more data table filter similarity)
"show all " but on a schedule to view that way instead of a data table
3697 - arbitrarily order schedule by user instead of built in by lastname
3698 - hide unassigned tech slot (or case 3697 above would take care of that too)
3511 - "Review" feature (was followup sched marker), appointments that link to objects and display alternatively in UI
@@ -51,23 +23,6 @@
1686 - ability to set how much stuff displays / alt schedule / calendar view??? Not sure really, it's a mish mash
729 - mass misc omnibus copied to above the useful bits
SCHEDULE TODO:
Basically just replicate google calendar UI with our own related objects driving it
Day, Week, Month, Year, Schedule (not actually a calendar, but a list, do we need??), 4 days views
Data list functionality with filters to drive schedule, however people select them in the UI rather than the way we filter datalists now (would be ideal)
only real filters are who, when where who could be also a particular customer (or is that it's own view)
Making more schedule forms is a relatively cheap thing to do so if there is a customer centric view then maybe that's it's own schedule page
entirely, e.g. a "View Schedule" menu item option in Customer opens a customer centric view since it doesn't need a lot of other shit
(maybe even a timeline??) This differs from the record history, it's the business history
Also can schedule work from that calendar maybe? Or follow ups etc
TO BE DETERMINED:
How / if show multiple users schedules at once?
same calendar, separate calendars? How do major softwares booking multiple people do it or should it be done?
what are the tasks when multiple??
compare, look for openings?
//..........
@@ -785,4 +740,5 @@ BUILD 131 CHANGES OF NOTE
- case 3946 at a glance wiki present implemented
- Added work order states collection to report data for work order and status viz fields: Name, color, completed, locked
- Added work order item status and priority Name and Color fields as viz fields to report data for work order
- Review object added ReviewObjectViz field to report data which will have name of reviewed object or if it's not a named object the translated object type name instead
- Review object added ReviewObjectViz field to report data which will have name of reviewed object or if it's not a named object the translated object type name instead
- Added personal schedule form (home-schedule) for initial UI testing before implementing other schedule form based stuff such as service-schedule and others