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@@ -23,60 +23,23 @@ FIRST CLIENT SOURCE CODE COMMIT JAN 3rd 2019
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# OUTSTANDING MAJOR AREAS TO BETA
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How to implement auto notifications if can report and send from server
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In Customer nave section replicate the customer subscriptions form as a new automatic subscriptions list and form
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not for a specific user but for any customer that matches tags selected on customer
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Add customer tags to match to send auto subscription
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Add optional report to appropriate subscriptions
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add text message, has templates like v7 did
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Also in that same form be able to set the impersonation values that are *actually* used by the report code:
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CurrencyName, LanguageName, TimeZoneName, hour12, translationid
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defaults to local current user's settings, language setting etc and saves them
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MUST HAVE feature click a button to see which current customers this would send to based on tags!!!
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ideally it would display in the form live as any changes are made and if the customer has no email it would highl8ight that somehow
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NICE TO HAVE FEATURE would also be available backwards from the Customer to view a list of things they will be notified about based on their tags and subscriptions set up
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modify exiting notification system to understand and work with this type where instead of a user subscribing it's one of these tag types so it checks cust tags
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to see if this customer gets it then locally compiles report and sends it
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or else make it a parallel system with it's own subscriptions tables and models so as not to pollute existing system maybe?
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This way users can make infinite different ones by tag with their own reports etc
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There are only a few customer specific notifications so it won't be everything
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notifications required:
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Existing mirror ones:
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notifyCSRAccepted, notifyCSRRejected, notifyServiceImminent, notifyWOCompleted (attach wo report), notifyWOCreated
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missing ones from v7:
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Quote status changed (attach quote report), work order status changed (attach wo report) , wo follow up x days after closed (no report)
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Set file name of attached report, maybe user can template that? Or use biz object name file friendly morphed
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todo: remove these unused fields:
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public string Subject { get; set; }//email subject line
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public string Message { get; set; }//email body
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TODO: notify delivery log needs some help to work with this make sure to test that and confirm how it looks
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right now it's reliying on a notifyevent id which doesn't exist because it's set to a customernotifyevent id instead
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also it's not exposed in the UI!? (only the queue of events apparently)
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PRUNE IT
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todo: dbutil erase db new tables not added!! may b e more than just customernotification, haven't been in there in a while
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todo: more reportable events likely need to be set as it only has two and sb more see v7 etc
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wostatuschanged i think is missing link report id
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TODO: notify delivery log is not exposed in the UI!? (only the queue of events apparently)
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Add two separate datatable forms one for proxy and user notifications each in ops
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OTHER B4BETA
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copy of customer notification doesn't seem to be implemented, possibly others, do a reference search for each notification and track down any that remain un-implemented.
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the customer copy one is important now that we have proxy notifications
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test user color in home user and in adm-user with new record and exsiting just to confirm it's ok
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can something be done with usercolor in schedule team view??
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cases
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bugbug: change status on quote and save then can't change other things and save. Maybe same with workorder too.
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todo: dbutil erase db new tables not added!! may b e more than just customernotification, haven't been in there in a while
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todo: mirror remove not used settings in regular user notify subscription to avoid duplicate problem there too with invalid or more likely hidden and hard to diagnose settings
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# OUTSTANDING BEFORE RELEASE
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