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@@ -8,7 +8,7 @@
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## BIG PICTURE TO RELEASE
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March
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loose ends
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aType then this:
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Workorder*, quote*, pm* implementations
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case 3850 has all the good stuff about how to do this, UI concepts are basically worked out at this point and contract and po have resources to copy from for error / lists etc
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April
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@@ -60,66 +60,6 @@ todo: v8 migrate additions
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..........................................................................................................
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* todo JC misc list:
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****************
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**************************
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PO
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*************************
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(italic is mine original message, your original response in []. The **** is my reply to yours)
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ISSUE **PO numbers duplicating:
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the last generated PO # was 22. I edited an existing PO 17 to use PO 24, saved, all good. Created another po while testing stuff it used 23. And then I created another PO and I expected this PO to jump 24 and instead be labeled 25 BUT it TOO automatically set itself to number 24. So now I have TWO pos with number 24 (yes yes me as enduser can go in and change, so is this expected that numbers WILL ALWAYS be whatever raven decides and never actually follow +1 from the last biggest number?)
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[Yes this is still a work in progress. I thought originally it might be a cool idea to make it editable or at least in case there was an issue or something but how you saw it working is how it works, it doesn't take into account existing records and needs a command to the db to reset the seed number separately. I could make some code that checks on save if the PO serial has been overridden and tries to force the serial number seed value to change but saw all kinds of potential issues around that too. (performance issues, could mess up another user also saving a new PO at the same time; user could accidentally enter a huge number and then it's stuck dishing out more huge numbers automatically etc). I was thinking maybe make it read only except for the superuser account only who could login to make changes and separately reset the next serial seed number in Global settings to avoid the issue you found with duplicate numbers. What are your thoughts on this?]
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***taking into account what you wrote and what has been experienced:
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- I too believe that users WONT want Raven to automatically find the highest number and force the next PO to +1 of the highest - for example: a company could have some fucked up numbers in the high millions due to previous SQL issues but wants to restart going forward from the number 1000.
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- Based on what you wrote above, I take it that the db maintains its own "seed" number that updates internally somewhere as a new PO number is saved/assigned to a PO object.
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- My suggestion: have a field area in the Global Settings for a setting labeled "Next PO Number"
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(Preferred display) IF this seed # is easily obtainable, then prepopulate this field"Next PO Number" with the next expected "seed" # .
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If user wants the "seed" number to be higher or lower then what are on existing POs to date, they totally can edit this field, save and the "seed" number gets changed.
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Then use similarly for Workorder numbers, Quote numbers, PM numbers
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******************
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Receiving PO ITems:
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******************
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(italic is mine original message, your original response in []. The **** is my reply to yours)
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Is this as expected? - Click on the Edit, opens to the editing of PO. if enter in a specific number to receive (i.e. ordered 5 received 2), didn't realize that clicking Receive causes ALL to be received.
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I understadn that majority clicking on Receive works best - AND if want to receive partially, need to click ONLY on Save. BUT did want to point out that it is not obvious. Then again, don't want it to be overly with info and user can see AND can edit...
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[I could change the translation text to "receive all" or put the "ordered" amount to the right of the Receive text so it says "Receive 3" for example? What are you thoughts on that?]
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****I'd say to have the action button text changed to "RECEIVE ALL" - the ALL will make MUCH more obvious what expects to happen when click on, without having to .
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******************
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Filter Manager / filtering on list (this was NOT previously sent to you)
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******************
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***When select "-" in the Filter Manager, I expect that no filtering/sort order etc, will be applied. I expect that selecting "-" resets all back to nothing.
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BUT when I select the "-" in Filter Manager, the last filtering/sorting that was used on the grid REMAINS. Wanted to bring this to your attention in case there to confirm this is as expected?
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Scenario: Filter on one or two columns. Sort on one or two columns. Via Filter Manager save this as a filter view. Now select "-" in the Filter Manager (at which point I expect that selecting "_" would remove the filtering and sorting and reset the datatable back to no filtering/sorting.
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***************
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Taxes*
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***************
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You added additional decimal places as I requested. BUT I believe I was mistaken to request because I was once again still getting the the wrong impression what the format is.
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REMOVE THE extra decimal place - make it so max of two decimal places so if have a 6.25% tax would enter in 6.25; if 16.75% would enter in 16.75 I know of no known tax rate that has more than 2 decimal places.
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Taxes won't let me change an existing Name if previously selected on any other record. Scenario: A change happens to a tax %. and Admin needs to keep using the old tax for some things BUT wants users NOT to select this "old" tax for other stuff.
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Taxes won't let me change the existing Active status if previously selected on any other record. Scenario: This is the most common use - there is a change to a tax %. So they want to set a tax to inactive so no one selects it anymore. BUT as of right now Raven won't allow editing of a tax, even just the Active field, if that tax has been linked (selected) with any other record.
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*Name and Active for taxes brought to your attention in a previous email. Including it here so all together in one doc.
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...................................................................................................................................................................
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@@ -143,7 +83,7 @@ todo: poitem edit form currency fields when updated by server on save lose curre
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todo: datatable single select mode, is this even a thing?
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if not then I should remove that code, it's just taking up space and complicating shit for no reason
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todo: many stock reports could be made now for most objects
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todo: Whats new in this release popup or link tied into the update process of the client??
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todo: it's a bit hard to click on a single digit or character link in a data table
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e.g. serial number 1 of a po
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@@ -1000,6 +940,8 @@ build 105
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Unit charge description should offer auto suggest from prior entries to save typing
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User settings language and time zone and currency help / suggestions
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User settings map template hint shows google maps as default
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have a field area in the Global Settings for a setting labeled "Next PO Number"
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In global settings "Next seed number", will consolidate that area in future and make it look nicer, right now it's kind of a "junk drawer" of functionality
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- not changed
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Tag extension should have tag picker instead of empty field in cases where you are picking from existing tags
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@@ -1014,4 +956,16 @@ build 105
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** Many places globally have 3 decimal place tax rates, even in the US https://taxfoundation.org/2020-sales-taxes/
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When I click to enter a tag (but have not yet typed anything), I'd expect/like to see a list of ALL existing tags drop down that I can then scroll down and select(doesn't do this as of right now March 15 2021 alpha-104)
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** Oh, ok, I thought you meant an area where tags could be viewed. That's not practical, there could be 10,000 tags, it's open ended, we can't send the whole list every drop down of every tag. What's the use-case for this?
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like if a person isn't sure what tags to use or...??
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like if a person isn't sure what tags to use or...??
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When select "-" in the Filter Manager, I expect that no filtering/sort order etc, will be applied. I expect that selecting "-" resets all back to nothing.
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BUT when I select the "-" in Filter Manager, the last filtering/sorting that was used on the grid REMAINS. Wanted to bring this to your attention in case there to confirm this is as expected?
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Scenario: Filter on one or two columns. Sort on one or two columns. Via Filter Manager save this as a filter view. Now select "-" in the Filter Manager (at which point I expect that selecting "_" would remove the filtering and sorting and reset the datatable back to no filtering/sorting.
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** Hmmm...this one is tricky, it's actually resetting back to whatever the user last set manually when you click on that -
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so if you just made a filter and saved it and go back to - you're effectively saying take me back to the last manual filtering I set up
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I don't want to toss that away because a user may be building multiple filters and saving them based on prior settings.
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Not sure what is the best course of action here, but it's working as designed, it just seems weird in this particular scenario because you just saved it as a filter
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but on the other hand if you were to manually set something, then go and select a saved filter then go back to manual with the - it would go back to whatever filter you were working on previously.
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The X button is for explicitly resetting to no filter regardless of the scenario, the - means "take me back to whatever filter I had set before I did this thing"
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Needs more thought I guess.
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