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@@ -185,6 +185,49 @@ todo: Changes to allow in place updates of server:
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CURRENTLY DOING: Contract
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CURRENTLY DOING: Contract
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Contract general notes / changes
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=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
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Overview
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V7 contracts did this:
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Limit rates that can be selected
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apply a discount to all parts selected for that contract in effect
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V8 contracts need to do this:
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Contracts are never tied directly to an object they affect other than the Customer or Headoffice with a foreign key link
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workorders should never be reliant on the existance of a contract but rather just have a contract applied to them for example
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Need rates picklists to support criteria of contract rates only for selection
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perhaps server supplies which contract id is in effect and limit to rates
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then client uses variant to say "limittocontractid:xx" when fetching rate lists or other contract restricted items
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Markup / Markdown / Discount
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v7 can only have discount % but we now want:
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Discount % off price
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Markup on cost to price
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Markup on price
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Contract affected fields
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in a wo or other object a contract should only affect adjacent fields, never the primary field like price or cost
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In this way a contract can be rescinded off a workorder when a customer is changed (required feature) and it's easy to update it
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without breaking anything
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Contract applied field
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objects with contract that affects then should seperately have a contract name field for contract applie
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this supports not directly linking the contract but rather seeing it as an object that is applied to another object,
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not linked to it. Can apply, unapply, delete contract and no affect on primary wo or other object
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TAGS
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in v7 contracts could be set to apply to all parts or none
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in v8 need finer control so:
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Contract needs selectable tags for any aspect to apply
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Discount / markup etc parts / rates
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So, in practice like in v7 you set a discount for all parts but then you can also on the same line restrict it to specific part tags and select tags right there
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The server then applies the discount based on whether the parts are tagged or not if that's the case in it's bizactions
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then the picklist can be supplied the variant for contract id which pulls the contract, finds the tags and then populates the picklist with the extra tag search
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