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2022-03-09 00:43:33 +00:00
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@@ -23,60 +23,23 @@ FIRST CLIENT SOURCE CODE COMMIT JAN 3rd 2019
# OUTSTANDING MAJOR AREAS TO BETA
How to implement auto notifications if can report and send from server
In Customer nave section replicate the customer subscriptions form as a new automatic subscriptions list and form
not for a specific user but for any customer that matches tags selected on customer
Add customer tags to match to send auto subscription
Add optional report to appropriate subscriptions
add text message, has templates like v7 did
Also in that same form be able to set the impersonation values that are *actually* used by the report code:
CurrencyName, LanguageName, TimeZoneName, hour12, translationid
defaults to local current user's settings, language setting etc and saves them
MUST HAVE feature click a button to see which current customers this would send to based on tags!!!
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
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
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
to see if this customer gets it then locally compiles report and sends it
or else make it a parallel system with it's own subscriptions tables and models so as not to pollute existing system maybe?
This way users can make infinite different ones by tag with their own reports etc
There are only a few customer specific notifications so it won't be everything
notifications required:
Existing mirror ones:
notifyCSRAccepted, notifyCSRRejected, notifyServiceImminent, notifyWOCompleted (attach wo report), notifyWOCreated
missing ones from v7:
Quote status changed (attach quote report), work order status changed (attach wo report) , wo follow up x days after closed (no report)
Set file name of attached report, maybe user can template that? Or use biz object name file friendly morphed
todo: remove these unused fields:
public string Subject { get; set; }//email subject line
public string Message { get; set; }//email body
TODO: notify delivery log needs some help to work with this make sure to test that and confirm how it looks
right now it's reliying on a notifyevent id which doesn't exist because it's set to a customernotifyevent id instead
also it's not exposed in the UI!? (only the queue of events apparently)
PRUNE IT
todo: dbutil erase db new tables not added!! may b e more than just customernotification, haven't been in there in a while
todo: more reportable events likely need to be set as it only has two and sb more see v7 etc
wostatuschanged i think is missing link report id
TODO: notify delivery log is not exposed in the UI!? (only the queue of events apparently)
Add two separate datatable forms one for proxy and user notifications each in ops
OTHER B4BETA
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.
the customer copy one is important now that we have proxy notifications
test user color in home user and in adm-user with new record and exsiting just to confirm it's ok
can something be done with usercolor in schedule team view??
cases
bugbug: change status on quote and save then can't change other things and save. Maybe same with workorder too.
todo: dbutil erase db new tables not added!! may b e more than just customernotification, haven't been in there in a while
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
# OUTSTANDING BEFORE RELEASE