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@@ -44,9 +44,8 @@ CURRENT ROADMAP
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CURRENT TODOs
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=-=-=-=-=-=-=
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((((((((((((((( HAPPY MONDAY HOPE YOURE NOT TOO HUNG OVER )))))))))))))))
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Current work is nav planning see proposed solution below which is looking fairly solid at this point and probably doesn't need a lot more thought right now.
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So the current task is to stub out that layout and then see how it drives on mobile etc, have it open an underconstrction page for now if necessary
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TODO: IMPLEMENT and stub out entire nav layout, don't hae to open actual form, can use placeholder
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- Also remove the fake ones that won't be used
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@@ -54,73 +53,73 @@ TODO: IMPLEMENT and stub out entire nav layout, don't hae to open actual form, c
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- RAVEN PROPOSED NAV PANEL
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(NOTE: each item switches the view to the right, the right pane can old multiple different types of objects, not just one list like in v7, so, for example the Service->Workorders pane will have all the old "tree" of Service workorders and templates on that same right pane together)
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- HOME (was dashboard)
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- overview of service if a tech or has access to tech related shit like current dashboard
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- A customer had thoughts on the dashboard:
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- case 1974: shootnsharp@thesoileaus.com "In my opinion, the dashboard would be much more functional and valuable if I could determine how many work orders show on the screen and possibly even what statuses (or be able to sort by status, priority, etc.) The At a Glance stats of Service Rate Quantity is helpful but would be even more relevant if it showed what was approaching due date, overdue, waiting on parts, pending parts requests, items on loan stats, preventative maintenance work orders approaching and overdue. Having the capability to customize the Dashboard is key because each Service business has its own metrics that are most important to its business."
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- Schedule / calendar (User's own schedule only if applicable, all users can have a schedule so it goes here)
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- memos (for user)
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- User settings
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- "HOME" (Current user specific stuff only)
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- "OVERVIEW" (old "dashboard" not sure of the LT name but it's the old dashboard) of service if a tech or has access to tech related shit like current dashboard
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- A customer had thoughts on the dashboard:
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- case 1974: shootnsharp@thesoileaus.com "In my opinion, the dashboard would be much more functional and valuable if I could determine how many work orders show on the screen and possibly even what statuses (or be able to sort by status, priority, etc.) The At a Glance stats of Service Rate Quantity is helpful but would be even more relevant if it showed what was approaching due date, overdue, waiting on parts, pending parts requests, items on loan stats, preventative maintenance work orders approaching and overdue. Having the capability to customize the Dashboard is key because each Service business has its own metrics that are most important to its business."
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- SCHEDULE (User's own schedule only if applicable, all users can have a schedule so it goes here)
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- MEMOS (for user)
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- SETTINGS
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- User locale settings
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- Any other user specific settings that the User can control (and sb able to control more than in v7 if it doesn't affect anyone else)
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- Change login?
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- notification subscriptions
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- Notifciation deliveries
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- CUSTOMERS
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- clients (customers)
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- head offices
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- contracts
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- CUSTOMERS (customers)
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- HEAD OFFICES
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- SERVICE
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- workorders (was "service" in v7, now all "service" workorders are just workorders)
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- All levels of workorders of this type
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- Templates for workorders of this type
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- Quotes
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- All levels of workorders of this type
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- Templates for workorders of this type
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- Preventive maintenance
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- All levels of workorders of this type
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- Templates for workorders of this type
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- Customer Units (was "Units")
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- unit models
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- Customer service requests
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- Loaners (not 100% certain about this location for this item)
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- Schedule (all users not just current one)
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- WORKORDERS (was "service" in v7, now all "service" workorders are just workorders)
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- ALL LEVELS
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- NOTE: Either all levels still in menu at left here or somehow at right in separate boxes maybe, I like the idea of the in menu better with single right pane for simplicity
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- TEMPLATES
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- QUOTES
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- See "Workorders" above same layout
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- PREVENTIVE MAINTENANCE
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- See "Workorders" above same layout
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- UNITS
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- UNIT MODELS
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- CONTRACTS
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- CUSTOMER SERVICE REQUESTS
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- LOANERS (not 100% certain about this location for this item)
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- SCHEDULE (all users not just current one)
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- INVENTORY
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- PARTS (part list)
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- INVENTORY
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- PART REQUESTS
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- PURCHASE ORDERS
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- PO ITEMS (WEIRD)
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- PO RECEIPTS
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- PO RECEIPT ITEMS (ALSO WEIRD)
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- ADJUSTMENTS
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- WIDGETS (for testing purposes)
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- parts
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- Part list
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- part requests
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- po's
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- po items (weird)
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- po receipts
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- po receipt items (also weird)
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- adjustments
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- adjustment items (strange)
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- part inventory
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- VENDORS
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- Yeah, I think we still need it, no clear better place than on it's own
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- single level, no subitems
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- ACCOUNTING
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- Any new accounting funcationlity (theres' some new workorder stuff for accting)
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- All old plugin accounting integration stuff
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- ADMINISTRATION
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(can some of these be combined to share a right side screen to cut down on the number of options?)
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- global settings
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- License related
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- users
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- Customize
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- custom field design
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- localized text design
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- notification deliveries (last 7 days)
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- report templates
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- files in database
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- schedule markers (wtf forgot about this what's it for again?)
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- Object / change log whatever it's called, view the whole thing here to see what activity is happening in general
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- KPI widgets and graphs and shit for biz admin
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- ADMINISTRATION
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- GLOBAL SETTINGS
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- LICENSE RELATED
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- USERS
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- CUSTOMIZE
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- CUSTOM FIELD DESIGN
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- LOCALIZED TEXT DESIGN
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- NOTIFICATION DELIVERIES (LAST 7 DAYS)
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- REPORT TEMPLATES
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- FILES IN DATABASE
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- SCHEDULE MARKERS (wtf forgot about this what's it for again?)
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- OBJECT / CHANGE LOG whatever it's called, view the whole thing here to see what activity is happening in general
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- KPI WIDGETS AND GRAPHS AND SHIT FOR BIZ ADMIN
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- OPERATIONS CONSOLE
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- All ops, backup, restore server maintenance, view logs, Metrics etc, notification deliveries maybe or a test page to do that
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- Server management stuff only, NO business related functionality at all
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- BACKUP
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- RESTORE
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- LOGS
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- METRICS
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- NOTIFICATION
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- FRIDAY 12/12 thoughts for monday
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