From 5a9360c0ab732da32a9bc0fffa94eaa01ab5f136 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 9 Mar 2021 15:47:49 +0000 Subject: [PATCH] --- ayanova/devdocs/todo.txt | 344 ++++++++++++++++++++++++++++++++++++++- 1 file changed, 339 insertions(+), 5 deletions(-) diff --git a/ayanova/devdocs/todo.txt b/ayanova/devdocs/todo.txt index 4eee1e82..2e635671 100644 --- a/ayanova/devdocs/todo.txt +++ b/ayanova/devdocs/todo.txt @@ -7,10 +7,10 @@ ## BIG PICTURE TO RELEASE -March - Contract +March + loose ends Workorder*, quote*, pm* implementations - case 3850 has all the good stuff about how to do this, it's basically worked out at this point + 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 April Schedule form Review all v8 cases top to bottom and triage / implement @@ -31,6 +31,11 @@ June 1st MISC ITEMS THAT CAME UP +## e2e testing +todo: is smoke test really excercising every list? Some are only available from a menu in an object + go through and make sure all forms that are in code are also in smoke test + this is important because it's going to drive future removal of unused locale keys + ## V8Migrate todo: notification subscriptions need to come across first so that subsequent notifications will process e.g. when a contracted client with a current contract is imported it needs to also set the notification for it @@ -41,7 +46,15 @@ todo: dirty big test again with contracts etc ## CLIENT MISC ITEMS todo: BUGBUG delete all tags from customer, go back in and zone2 appears for some reason + only on devops server, not locally + is sending correct record, just seems to come back with that set, no idea why + maybe db version is too old bug in way tags column works on that version? + HUGE ISSUE: can't see which version of postgres from client, need that!! + Get that info, get both versions in sync and see if that's whats happening. + + +todo: many stock reports could be made now for most objects todo: maybe Active field should be beside name as before in v7, it can get kind of buried and it also seems like it would be clearer if it was beside the name what it referred to todo: attachment error not evident when in UI, have to go to api to see it's an error 413, maybe find a way to resolve this clearly as it is, it just appears to work but there is nothing. @@ -99,6 +112,8 @@ todo: partassembly form should use an edit dialog rather than edit in place in t todo: WHEN HAVE WORKORDER FORM customer alert notes +todo: remove widget now? Back and front (comment out obvs not remove entirely) + ## SERVER MISC ITEMS todo: NOTIFICATION after the fact @@ -155,7 +170,8 @@ todo: v8 migrate additions Is it possible to login during migrate to the v8 server? Need a running count per item, I have the total at the start so it should show what item it is currently processing of that count like 50/1000 or something - +todo: figure out method to determine all translation keys actually used and remove unused ones entirely as they will show in the Translation ui and don't want to confuse people + todo: This block isn't necessary anymore as there is a biz rule to catch it: catch (Microsoft.EntityFrameworkCore.DbUpdateException ex) @@ -215,7 +231,10 @@ todo: Changes to allow in place updates of server without erasing data: -CURRENTLY DOING: working up to workorder which has to be done in next 3 weeks. Look into it and will likely spot things that need to be done before it that I missed +CURRENTLY DOING: LOOSE ENDS, my misc above and Joyce Misc list items below + + +working up to workorder which has to be done in next 3 weeks. Look into it and will likely spot things that need to be done before it that I missed todo b4 starting workorder list: WorkorderStatus (check cases, very many supposedly, but they are likely more about the workorder and notification than about the status itself) @@ -921,3 +940,318 @@ reply MUSIC TO ADD TO COLLECTION BOC - cities on flame MID CENTURY MODERN TUNES - https://www.allmusic.com/album/ultra-lounge-vol-14-bossa-novaville-mw0000024024 + + + +================================================================ +I have listed specific "sections" grouping together. + +You will see "is this as expected?" - I'm not saying is wrong or right, I'm asking if this is what you expect to happen and asking if that is the way that feature is supposed to work. I AM bringing it to your attention as whatever it is/how used/displayed may be a issue for users - i.e. may not be obvious to end user how to use + +ME LIKE - just pointing out something that is cool ;-) + + + + + +*************** +Search +*************** +ME LIKE: The prompt of text, *xt, te* helps user know what and how to enter - very intuitive - i.e. search through ALL objects, leave at -, search through a specific type of object (i.e. customer) select. + +Is this as expected? - Noticed that if logged in as a Role that doesn't have rights to objects (occurs for all roles), that the object type is STILL listed in the Search's "Object" dropdown list. + + + +*************** +Memo +*************** +The To: droplist (or what will we call a list of dropdown options?) when first select that shows possible selections lists ALL potential users so can scroll and select. +- once I have selected a user, then after that when I drop down the list it ONLY shows now THAT user already selected - yes I can start typing a letter, but how do I see ALL possible users in the dropdown list again +I CAN see all possible users IF I type in a "-" (without quotation marks) as the character "-" IS within EVERY name, but is this character "-" common for EVERY type of object in any dropdown list if I want to see all? i.e. is this what anyuser in any company database use to "reset" a dropdown list to see all? + +Is this as expected? - clicking on SAVE is the only way how a memo is sent? + +ME LIKE - When click on Reply, awesome that the reply DOES include the previous memo thread. + +Is this as expected? - When click on Reply or Forward, the cursor does NOT default WITHIN the message so can start typing. Cursor defaults to NO preset place, can't tab or anything. HAVE to use mouse to click WITHIN the message before can start typing. + +"Viewed" column does not change (doesn't show checkmarked when HAVE viewed a memo). No indication that a memo has been viewed (i.e. does not show in BOLD if haven't yet viewed, Viewed column doesn't change whether viewed or not) + + + +****************** +Tags +***************** + +How do I "see" ALL possible tags so I as an end-user can pick an existing tag OR so I can see the format of how tags are entered in my company (i.e. my company might use a prefix PC for a Part Cateogry or a DZ for a dispatch zone, or enter dispatch zone names by main street instead of east/north etc - and a supervisor won't want to have to manually sit with each staff and tell them what to do, thinking it should be intuitive...) + +***Issue - Unable to have NO tags on a part: +If try to delete the existing single tag assigned to a part, it "looks" like it is gone after initially saving, but if go out and back in (after saving) the tag is still there. +You can see this yourself by the following: +- View any part. If existing tags, delete them all - and save.Back to listview and back into that same part, and you will see that at least one tag is BACK again. that part, and you will see that automatically at LEAST one tag is reassigned. +- view any part. If has a single tag, delete it. Save. Looks like is gone right? Now exit out of that form and back to list and open that form again, and wa la, its back again. +- view any part. Delete the tag(s). Save. View its history, will show there was modifications BUT when go back out of history using back-buttons, the tag returns. +- view any part. Delete its tag(s). Save. Now this time use the hamburger menu to go to the Part listview. Select to view that same part again, the tag is BACK AGAIN! + +**AND THEN COMBINED WITH THE ABOVE Issue - listview column for Tags is NOT showing the single tag "zone2" that IS showing INSIDE the form. +If I add another tag (i.e. blue), and then delete the "zone2", then yes the "blue" tag shows under the column Tags. + +**Sample data puts confusing tags onto EVERYTHING: +Every record seems to have numerous colors and animals and sometimes multiple zones as tags. The sample data should have sample tags in such a way as how ACTUALLY recommended to use - i.e. as a way of catorgizing useful for filtering, or when searching on a dropdown list. +For example, if going to use zones as a tag, then ONE zonex tag for specific types of records - i.e. ONLY Customers and Head Offices and scheduleable users, but NOT for individual Parts or POs. Parts tags would be more of a part category - i.e. printer, printerink, printertoner, laptop, desktop, tablet, + +Where can I as an end-user see ALL tags? what if I wanted/needed to remove/edit the same tag everywhere can't I do so from a list of available used tags - i.e. tag "blue" no longer used, want it removed from everything? + + +************** +ATTACHED FILES +************* +Is this as expected? Every object EXEPT memos have ability to have attached files via its Wiki (even Reminders) EXCEPT for memos. + + +**************** +Reminders +**************** +ME LIKE - if the date has not yet pasted, the start and stop date/time show BOLD. + + +**************** +User Settings +**************** +How will the user know what "language code" to enter - gives only one example "en-US" but when start typing in, nothing comes up to select? + +How will the user know what "Time zone" to enter - gives only one example "America/Vancouver" but when start typing in, nothing comes up to select? + +Is this as expected? - I noticed that the User Settings (accessed from the Home) does NOT provide fields for the user to edit their own displayed user's first and last name, that it does not give the end-user access to the same page that an administrator does. + +I see "under" the "Map URL template" dropdown list where can select Google, Bing etc. Is the idea that a user will "know" what this is used for if they use it? + + + +******************* +Notification Subscription +************************ +ME LIKE - I filled in email address for the logged in user prior to making a test subscription AND IT AUTO fills in the email address of this user. + +Notification delivery method has only TWO options - 'deliver in application' and 'deliver to email address'. Can a user enter a phone number and it will properly be sent? +If the user has to enter it in a "email address" type of format, how will they know how to do so? + +Will there be a "Deliver to phone" option? And if selected, will auto fill in the phone number of Phone1 of that user? + +Is this as expected? the dropdown list shows possible notification events that this role does not have access to - by "this role" I mean ANY role when logged in presently sees ALL possible events even if that role doesn't have access i.e. Inventory role has possible notification events related to Units and WOs etc + + +****************** +Taxes +***************** +Is this as expected? When create a NEW taxcode, a default number 0.05 is pre-entered into Tax "A" +If is an "example" shouldn't it show UNDER the entry field as a suggestion, NOT actually entered into the field? + +Taxes don't allow entering of more than two decimal places. I.e. CAN NOT enter a 7.5% tax, can only enter in a 7 (as in 0.07). For example, Australia has a 28.5% taxcode, so would need to be able to enter 0.285, not just 0.28 + + +******************** +Extensions +******************** +When trying to do something with tags, there is no "list" of tags given to work with. For example, checkmark all parts -> Extensions -> expand Tags -> start typing in BUT does NOT populate or allow selection from a list of tags? Right now the end user HAS to know exactly what the tag is to delete OR add, can't just select from list of possible tags. Is this (having to KNOW the exact spelling of the tag) desired for some reason? + +Is this as expected? - Can only delete a single tag at a time? I tried to enter in multiple, and it automatically puts a dash - in between and won't let me commma separate. + +Is this as expected? When I click on Start Job -> then shows popup "Job completed" BUT does NOT say IF actually removed anything NOR does it identify HOW MANY objects removed from. In other words it says completed but doesn't actually give any information on what just happened so that end-user gets useful feedback. Suggestions for useful would be such as: how many records updated/changed. + +Is this as expected? - After I add/remove the List using Extensions, the data shown in columns are NOT updated automatically (i.e. Tags column after I removed a tag), requires user to Refresh. + + +******************* +Contacts +******************* +Is this as expected? that ONLY customers/head offices show in this listview. + +ME LIKE - I like the available column "Last Login" so can see at a glance when/if logged in + + +**************** +General UI stuff +**************** +To ensure that I/you/Help docs/webpages are ALL on the same page, I'd like confirmation on the label we will call certain things. I've listed below UNSURE or NAMED if I think it should universally be called xxxx: +NAMED Action symbol "two arrows swirling around each other" = Refresh +NAMED Action symbol "magnifying glass" = Search +NAMED aspect "bell" = Notification(s) +UNSURE when viewing a list, on the right are two actions, one is the Refresh, and the other is a box with vertical line in it that click on to set what columns display - we need a standard name to always call this please. what about Column Setter? +UNSURE next to the word Filter is what looks like an edit button - shall this be called Filter Edit? +UNSURE The actual page where a specific record is viewed/edited - i.e. the Customer "form" or is it to be commonly called the Customer "record" or the Customer "page" or ? +UNSURE what we used to call a grid in AyaNova 7 do we call a "listview" (I don't want to call it a "list" as its MORE than a list... +UNSURE a dropdown list to select a specific record name such as Dropship to Customer and select a customer = DROPDOWN LIST + +What is the keyboard shortcut to Save a record? I.e. let's say a user is editing parts a lot, how to do so without having to switch between mouse and keyboard constantly? + + +*************************** +Global Settings - Select List Templates +*************************** + +**was not obvious to me that the reason why dropdown lists were showing "weird" info was because the Select List Template for customers and parts (and everything else) by default includes the Tags (as well as Name or Number etc). Combined with the weird and MANY tags prepopulated it was extremely confusing. + + +****************************** +Lists / Listview / not sure what to call +****************************** +ME LIKE - once i figured out how to use the filters on lists (i.e. need to click on the + and save etc) I find it soooo much easier than the filtering in AyaNova 7. Cool. + + + +******************* +Warehouses +******************* +Error occurs when attempt to place cursor in Tags field in the warehouse labeled "Default" +Vue error: Error - Name:TypeError, Message:Cannot read property 'some' of null info: render STACK: TypeError: Cannot read property 'some' of null at offerAdd (https://test.helloayanova.com/js/app.5b32d682.js:1:134141) at o.tn (https://test.helloayanova.com/js/app.5b32d682.js:1:132290) at o.t._render (https://test.helloayanova.com/js/chunk-vendors.80454369.js:7:23733) at o.i (https://test.helloayanova.com/js/chunk-vendors.80454369.js:7:27824) at ni.get (https://test.helloayanova.com/js/chunk-vendors.80454369.js:7:30684) at ni.run (https://test.helloayanova.com/js/chunk + +Also too - Default warehouse had NO original tags added during sample data seeding. NOW that I did add tags, saved, and then removed the tags, now "zone2" is ALSO automatically being saved to it even though don't want any tags. + + +****************** +Part Assemblies +****************** +ME LIKE - I see can now add parts AND their quantities woohooo I am expecting that in a workorder will be able to add a part assembly and it will populate the Parts with all those in the part assembly as a time-saving as well as (most important for our users) that they don't forget certain parts that all have to go together + + + +******************* +Parts +******************* + +Error occurs Name:TypeError, Message:Cannot read property 'fieldKey' of undefined occurs when: +-select any part to open to its part form. Select menu option Part Inventory, which opens list view of part inventory for THAT specific part. If click on the (I don't know what to call it, we need to set a standard name for each available Action if doesn't have a name, so its ALWAYS referred to as the same name) where you set what columns show or not for a list view, I get the above error. + +**also get same error message when access by: select Part Inventory list, click on the square with line disecting it (the action button where you set what columns to show for a list) + + + +************************** +PO +************************* + +Is this as expected? when first creating a PO, I see that the "un-saved" record shows the number 0. ( I do see that as soon as saved, the field is auto-populated if WAS not filled in by the end user) + +Is this as expected? Statuses don't automatically change at ANY point .... I take it that the status is FULLY up to the user. And the default appears to be Open - On Order UNLESS the end-user themselves actually changes it. + +ISSUE **PO numbers duplicating: +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?) + + + + +************************** +PO Items +*************************** + +**Use - PO items show only part number and do not show nor have option to show the part name. Part Name AND Part Number are usually the minimum to show + +***Where does a user set which default Tax is when purchasing? Normally this would be in Global Settings, but isn't there? + +**Tax applied in sample POs Items is all "Sales & Goods" - not sure why all defaulted to this? Is this a tax that YOU set to populate when making sample? Again this is so that sample data actually makes sense for someone taking a quick look. + +**where is list view of PO Items (not just POs), like with AyaNova 7? +I guess depends on what is the purpose of such a list, and is the INventory transactions useful instead? +For example, I wanted to find what POs a specific part was ordered through, AND I used the Inventory Transactions listview, filtering it, so the need for a PO Items listview depends if there is something can not do with Inventory Transactions............ + +ME LIKE - clicking the wizard action button does correctly update the part's actual cost easily - cool + +**Tax amounts do not show in the PO Items? Look at any PO ITem, it shows a Tax Code selected AND the Line Total appears correct BUT the actual individual tax amounts are not populated - i.e. shows Net total $24.03 but nothing for Tax A or Tax B and line total correctly shows $25.71 + +Is this as expected? Have noticed that when editing a PO Item doesn't give option to "undo" or cancel - can you confirm is as expected: +i.e. click on Edit action for an existing PO Item -> opens to that PO item record -> click on X for the part warehouse (this is the "accidental") -> click on Exit (as user doesn't remember what was originally selected there) OR click on ESC on keyboard -> the edit screen for the po item disappears BUT if I click on Edit action again, opens showing that there STILL isn't a warehouse selected...... BUT I did notice that when I Exit or ESC that the PO Item listed in the PO does correctly still show the original warehouse selected and if I try to move away I DO get the message about am I sure I want to leave and lose unsaved changes which is fine + + +****************** +Receiving PO ITems: +****************** +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. +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... + +Editing a PO such as adding another item to its order (not received) that has been set to Closed - Fully Received. Doesn't do anything in response. Stays at the old status. I understand that status is up to the user, but nothing? not even a "item added, status may not be relevant" or something? Or anything? How is this going to be advertised to the end user - "do whatever you want..." + + +************************* +Inventory transactions: +************************* +Is this as expected? When I add a part to a PO, the page shows automatically saved. OK. BUT I noticed that ONLY WHEN I have to click on save does the inventory transaction actually is logged under "inventory transactions". +For example - I ordered a part in an existing PO, the PO shows already saved. Exited out. Went to Inventory Transactions and THAT TRANSACTION IS NOT LISTED. ONLY when I receive (which coincidently requires ME to click on the Save button before leaving) does a transaction record get logged. So there is no "transaction logged" when a part is ordered, only when is received? + + +******************** +JOHN Part inventory +******************** +Is Qty on Order Committed and On Order being added later? **AyaNova 7 "part inventory" for an individual part would show at a glance "On Hand, Qty on order committed", Restock Level, and On Order. In Raven, when select the menu option "Inventory" for a specific part record get redirected to (I am assuming, but does NOT show is filtered) the Part inventory list view filtered to show only that part and for each warehouse the On Hand Qty and Description only shows. + +Is this as expected? Why is Part stocking levels in a separate menu access? Ah I think its because Part inventory is where you can make an Adjustment and view existing inventory levels, but doesn't have an accessible area for Restock levels for each warehouse. + +**clicking on the "Description" (the column Description in the Part inventory listview) brings up a single slice of history. I thought it would take me to THAT item - i.e. if says "Purchase Order 18 Created" it takes me to that specific history, but I expected it to take me to PO 18. What is the purpose of taking the end user to that single history? + +**Part inventory list view will NOT show all parts if previously selected to view the actual part inventory for a single part. I have listed how to recreate: +- from Parts listview, select a specific part - i.e. 0513678 -> which opens its part form -> select menu option Part Inventory -> which shows list view Part Inventory for ONLY this part and warehouses where has inventory -> click on hamburger menu selecting the main Part Inventory list - nothing happens, the list stays showing ONLY for that specific part. There's no filter to remove, refreshing makes no difference. IF select a completely different list view (i.e. Parts or Customers) to view that list AND THEN go back and select Part INventory list, now will see Part Inventory for all parts. + +Error - Name:TypeError, Message:Cannot read property 'fieldKey' of undefined when click on column setting for listview for Part Inventory listview. + + + +************************** +Part inventory adjustment: +************************** +**I'm viewing a specific part. I click on Part Inventory. ONLY this part (and the warehouses that have inventory of it) are listed. I click on the + which opens to the Part Inventory adjustment form. I noticed that the Part is NOT automatically pre-selected for me, so now I have to go back to get the number and then click again to now find it in the list. Would be helpful if when +ing a part inventory adjustment FROM a specific part, that THAT part be already selected. + + + +*********************** +roles +*********************** +Inventory (full) role SHOULD have ability to edit (but DOES NOT at present) the following: +- Manufacturer record +- Wholesaler record +- Alternative Wholesaler record +- "Customize" aspect for inventory related forms: for part form, for Vendor form, for Warehouse form, for Part Assembly form, for PO form, +- possibily Taxes (but I can understand if this is only for an Accounting & SuperUser role) + +Inventory Limited role - presently when viwing Part Assembly, although aspects are "gray" still shows Edit action button and Delete action button, allows user to select (which is ok for the Edit as DO want this role to be able to go through to see the actual part) BUT the Delete action button should be removed as this role CAN NOT delete / modify a part assembly. + +Accounting role: +- if select Contacts listview, get error "! Not authorized" - is this as expected that this role SEES the Contacts listview BUT when click on get not authorized? Shouldn't it not show at all if this role can not just view it? + + + +********************** +Logins +********************** +Is this as expected? Here's the scenerio: I am logged in on my phone as Inventory role, and I'm moving around doing stuff. On my desktop I then (while still logged in on my phone as Inventory) I now also log in as Inventory role. What happens is the FIRST logged in person is KICKED OUT??? SO then on my phone I log in again as Inventory which KICKS out the login on the desktop. Is this as expected? +I can see how this is useful if left yourself logged in elsewhere, causes that login to get cutoff so a user can continue working where most recently logged in. Am wondering though + + +******************** +Translations +******************** +**French - I went through the fr translation, and saw a Key for WOrkorderCategoryList, WOkrorderrCateogryDescription - aren't these now tags? + + +*************** +Labor rates / Travel rates +***************** +The Unit Charge Description - at present looks to be "freeform" - the user types in anything, there is NOT a prelist to choose from. Is this as expected? + + +****************** +Sample data +****************** +As of right now, every record is forced to have a tag even if I go in and delete all the tags on a record. +You can see this yourself by the following: +View any record such as a Part. Delete all of its tags. Save. You will see no tags. Exit out of that record (i.e. back to list). Go back into that record. You will see that at least one tag has BEEN AUTOMATICALLY added back, and its the same tag everywhere - i.e. zone2 + +Sample data has multitutde of weird tags added, makes drop down selections really confusing as to what is actually used for or even how. Highly recommend NOT to add mulitutde of tags - sure MAYBE 1 tag or maybe 2 tags max. But NOT FOUR DIFFERENT COLORS AND ANIMALS AND ZONES. Its confusing as hell, makes every drop down list weird looking and confusing as the default "select list template" ALL default to showing the tag for each type of object. Can not use sample data as is for screenshots as its not obvious what all this colors animals zones relate to. Imagine a potential customer taking a quick look - and they drop down a list for Customers and there is the name "Kesslet LLC blue black indigo Zebra zone3 zone 8" - if me, I'd be WTF? can you imagine a potential client trying to figure out what is this? I'm trying to get useful screenshots as well as test and can't do searches or constructive actions as every friggn record has useless tags. I don't see a way remove ALL tags without having to go into every friggn record or using Extensions BUT CAN ONLY REMOVE ONE TAG AT A TIME FOR THAT TYPE OF RECORD ARGH. Painful and adds confusion to how supposed to use this. Yes I realize this is long winded, AND I highly recommend going through what and how is populated once get aspects done, so that sample data doesn't cause additional confusion and lost interest. + +**Tags applied to sample POs are confusing due to the multitude of colors and zones and animals - sample data even if weird, should follow actual use. Adds unnecesary confusion to the end user how actually would use Tags in AyaNova. +Sample data sure can be mass generated BUT has to be close to actual - otherwise ADDS confusion. Like "what the fuck is this - oh its a Vendor, why the fuck does it and every other vendor have a word and then a bunch of colors?" +I'd say this is something to COME BACK TO, i.e. go through what is populated in which fields for which types of records and code so that the sample data generated actually is helpful and not adding additional confusion. + + +Is this as expected? - I noticed in sample data that in the inventory transactions it shows for example Purchase Order 14 created. BUT PO 14 ALSO at some time was received but there is no record of modification. Is this as expected in that this is ALL that is shown when a PO was created AND all parts received at the same time? +