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2021-07-31 00:06:12 +00:00
parent ccd3991843
commit 2171d6f180

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@@ -510,12 +510,12 @@ todo:2 many biz objects are not using new PUT methodology
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CURRENTLY DOING:
Test with insufficient inventory on generation and add code to generate request automatically
CURRENTLY DOING:
Add new event log event for generation and log it in standard event log
Add new notification when pm reaches stop generating date??
Add new notification when PM generation fails
Add new notification for insufficient inventory for PM generation (see below notes)
Child->grandchild data lists for quotes and pm's like workorders
release
profit$
@@ -525,11 +525,7 @@ CURRENTLY DOING:
PM TODO:
case 3583 ensure sufficient inventory (user want's it to look at all *upcoming* pm's and then alert parts are low or something, might be a notification type in there)
decided this is self fulfilling because server will generate wo from pm simulating when client does it and accepting the part requests
which will then trigger notification if set up and alert people that parts are required / taken from inventory
up to them the timing of how far in advance to do it to ensure sufficient time
Perhaps change this to a notification v.next case and still implement as planned which will partially solve this problem
@@ -557,6 +553,17 @@ todo MISC:
or report the error properly?
tough one, I'm thinking maybe skip rather than error out
Add recurring job and notification about insufficient parts available for upcoming generations
totally doable and necessary
tricky part is tracking if it's been notified already or not, perhaps a time lock of some kind so it only does it if it falls on a certain threshold??
or, perhaps if easiest just add a field to the pm saying it was notified (that is cleared when pm is edited)
Then close this case:
case 3583 ensure sufficient inventory (user want's it to look at all *upcoming* pm's and then alert parts are low or something, might be a notification type in there)
decided this is self fulfilling because server will generate wo from pm simulating when client does it and accepting the part requests
which will then trigger notification if set up and alert people that parts are required / taken from inventory
up to them the timing of how far in advance to do it to ensure sufficient time
Perhaps change this to a notification v.next case and still implement as planned which will partially solve this problem
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@@ -883,13 +890,15 @@ BUILD 117
Quote has it's own status system like workorder does but separate and not related to wo (case 3628, also a customer requested feature on that case)
this is a change from v7 where the status for quotes was built in and fixed, now it's user settable same as wo status
Option to bring over wiki and attachments to wo when generated from generate wo menu item in quote (case 3178 for attachments, customer requested)
- PM implemented
Several cases regarding adding more grand child collections to pm, I added the all for v8 (except part requests)
Option to bring over wiki and attachments to wo exposed as fields in the PM header itself so that the server knows whether to include them or not when it generates
this differs from the manual "Duplicate to work order" menu item which still prompts for this info from the user for consistency and because of it's ad-hoc nature
Added several specific rule checks to help avoid "Sorcerer's Apprentice" issue where a badly configured PM can result in thousands of work orders being generated
worst case scenario should be no more than 24 work orders generated per day
This is complex and there are bound to be some issues with it, but as far as I can tell at the moment it should be better than the old v7 one but time will tell as we test it out
Insufficient inventory is handled automatically see the PM help docs for an explanation of how it works.
- Workorder "Quote parent" / "PM Parent" menu items implemented to open the quote / pm that generated that workorder
- Workorder / PM / Quote "Duplicate" and "Duplicate to..."
All three objects now have a menu option to duplicate to their own or the other two types of objects so you can make a quote into a pm for example or any other combo