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John Cardinal
2022-02-27 21:14:25 +00:00
parent 619a8a2c8f
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ayanova/devdocs/todo.txt
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@@ -22,6 +22,9 @@ FIRST CLIENT SOURCE CODE COMMIT JAN 3rd 2019
# OUTSTANDING MAJOR AREAS TO BETA
seeder wolabor is being created in the future fucking the kpi stuff or at least looking weird
no labor or date centric items should be created in the future, that's nonsensical
seeder wo created date not set properly, should match the way it's generated
seeder wo need new fields and generate data to show off and test kpi widgets and features
Add completed date to workorder, should be set when a closed status is set
@@ -33,40 +36,53 @@ seeder wo need new fields and generate data to show off and test kpi widgets and
dashboard widgets
They should be small and highly focused on a particular issue so that the user just picks the one they want and that's it, no config as it's built for a specific config already.
So a hypothetical workorder count per time period widget would have a this month, last month, ytd, last year to date etc or however.
Main idea being they are not needed to config, just pick the one you want
should support multiple copies if an item is configurable
- Widgets to make for beta
overdue workorders (booked on, in the past, not a closed status) for current scheduleable user
overdue workorders for all users available to service manager roles
Billed hours per month YTD for sched user (line chart)
Billed hours per month YTD for all users available to service manager roles (line chart)
Billed hours per day last 30 days for sched user (line chart)
Billed hours per day last 30 days for all users available to service manager roles (line chart)
Unassigned work orders for service manager
CSR's not accepted yet in reverse chronological order for service manager
Billable hours leader board case 3696: https://www.openfaas.com/blog/serverless-single-page-app/?utm_source=DigitalOcean_Newsletter
- Widgets to make for beta in order of priority
**MUST HAVE***
LINE/BAR Number of work orders created per day over time (from case 1882) with criteria
BAR % wo closed within close by date by time period / tags
BAR-VERT Billable hours leader board case 3696: https://www.openfaas.com/blog/serverless-single-page-app/?utm_source=DigitalOcean_Newsletter
LIST overdue workorders (booked on, in the past, not a closed status) for current scheduleable user
LIST overdue workorders list not user centric available to service manager roles
count of wo within each status by time period / tags
shows all status types that are in the data returned only, not *all* status though I think it does that automatically
future: click on status bar it opens a filtered list of all wo by that status
**NICE TO HAVE**
Billed hours for all users available to service manager roles (line and bar chart, maybe just bar for this one)
filter scheduser by tag or it defaults to show all users with graphs and auto colors??
so multiple data sets here
Unassigned work orders list for service manager (what does this mean exactly, wo with no sched user selected or with sched user without tech selected??)
see v7 to replicate, I think this is a extant one from v7
probably any wo that doesn't have a sched user assigned yet
Could also mean any wo with no status set yet, as this would indicate they have not been processed yet
a super widget would allow select specific status or no status at all
CSR's with OPEN status only in reverse chronological order for service manager
DASHBOARD:CR - open wo list by selectable status case 1974
Number of work orders created per day over time (from case 1882)
** THIS ONE FOR SURE IT"S TOP REQUESTED IN SURVEYS OF SERVICE MANAGERS
configurable time frame
% wo closed within close by date by time period / tags
avg time or time breakdown by % of overdueness of workorders
i.e. 10% of overdue were x days overdue etc
avg time in each status by time period / tags
this could cover response time as they can just designate a status as unresponded or new
% wo within each status by time range / tags
this will show the state of things overall
count of wo within each status by time period / tags
Need control panel for widget to make filter selections
need ability to have multiple widgets of same type display with their own settings