diff --git a/ayanova/devdocs/todo.txt b/ayanova/devdocs/todo.txt index 7e3c2893..dbf1a3ac 100644 --- a/ayanova/devdocs/todo.txt +++ b/ayanova/devdocs/todo.txt @@ -1353,17 +1353,78 @@ BUILD 115 * Theser Users will only be able to access the Work order Items for which they are Scheduled in the work order editing form. In other words if you do not want a Sub contractor or tech - restricted user to see parts of a work order do not add them to the Scheduled users collection on those work order items +WORK ORDER RESTRICTIONS ADDED: + * Work order Cost field restrictions *Work orders can show Costs for various items on them but these costs are only displayed for a select few users: * Non staff user types (customer headoffice or subcontractor) can not see costs at all no matter what roles are set for them * WorkOrderItemParts costs: to see these costs, the user must have one of the following roles: InventoryRestricted, Inventory, BizAdmin (full), Accounting - * WorkOrderItemLabor / WorkOrderItemTravel / WorkOrderItemLoan costs: user must have one of the following roles: ServiceRestricted, Service, BizAdmin (full), Accounting - * Reporting convenience fields: fields are included on work order header report data to indicate which costs are hidden: HasPartCosts, HasTravelAndLaborRateCosts, HasLoanItemCosts + * WorkOrderItemLabor / WorkOrderItemTravel / WorkOrderItemLoan costs: user must have one of the following roles: ServiceRestricted, Service, BizAdmin (full), Accounting * Costs to restricted users are not only hidden in work order user interface but are also sent as zeros in the data from the server - * Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs + * Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs + +## Sub contractors / Technician - Restricted users and Work Orders + If a User is set to User type of Sub contractor or if they are a Service type user and are assigned the "Technician - Restricted" role then special limitations apply to them: + * Service -> Work order list menu area + * These restricted Esers are not shown the option of viewing the full work order list. They will access their work orders via their Home -> Schedule form + * Work order / work order item can not be created or deleted + + * Work order *Item* restrictions + * These restricted Users will only be able to access the Work order Items for which they are Scheduled in the work order editing form. In other words if you do not want a Sub contractor or tech - restricted user to see parts of a Work order do not add them to the Scheduled users collection on those work order items + * Reporting convenience field: IsCompleteRecord field is included with the report header data to indicate if any items were removed due to restricted user + * No fields available in Work order item section other than to view but not edit the Sequence, Summary and Technotes fields + + * "Tech - Limited" User role specific restrictions + * All restrictions listed above in Work order *Item* restrictions plus: + * All work order header fields visible but not editable other than work order status which has a separately configurable role restriction setting (including attachments, wiki and tags) + * Form main menu items available: none except for Report which has a separately configurable role restriction setting + * Tasks: view and edit existing tasks, set completion type and date only, no add or remove or changing other fields + * Scheduled Users: view only where they are the selected User and convert to labor record + * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * Travels: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * Units: view only and limited to fields to identify unit + * Parts: view only and limited to fields to identify part + * Part requests: view only + * Expenses: add (no user selection defaults to themselves), view, partial fields available to edit or delete only where they are the selected user and only edit fields Summary, Cost, Tax paid, Description + * Loans: view only and limited fields to identify unit and dates + * Outside services: view only, limited fields + + * "Sub contractor" User type user role specific restrictions + * All restrictions listed above in Work order *Item* restrictions plus: + * No work order header fields visible except for Customer name and service address + * Form main menu items available: none except for Report which has a separately configurable role restriction setting + * Tasks: view and edit existing tasks, set completion type and date only, no add or remove or changing other fields + * Scheduled Users: view only where they are the selected User and convert to labor record + * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * Travels: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * Units: view only and limited to fields to identify unit + * Parts: view only and limited to fields to identify part + * Part requests: view only + * Expenses: No access / not shown + * Loans: view only and limited fields to identify unit and dates + * Outside services: No access / not shown + + * "Sub contractor - restricted" User type specific restrictions + * All restrictions listed above in Work order *Item* restrictions plus: + * No work order header fields visible except for Customer name + * Form main menu items available: none except for Report which has a separately configurable role restriction setting + * Tasks: view and edit existing tasks, set completion type and date only, no add or remove or changing other fields + * Scheduled Users: view only where they are the selected User and convert to labor record + * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * Travels: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User + * NO ACCESS TO: Units, Parts, Part Requests, Expenses, Loans, Outside Services + +- Work order reporting convenience fields to work with above in reports if necessary: + UserIsRestrictedType + UserIsTechRestricted + UserIsSubContractorFull + UserIsSubContractorRestricted + UserCanViewPartCosts + UserCanViewLaborOrTravelRateCosts + UserCanViewLoanerCosts -- Seeding work order data, fixed so no longer uses Customer users as techs on work order and ensure that known users that are listed in the evaluation login page appear on plenty of work orders as scheduled user +- Seeding work order data, fixed so no longer uses Customer users as techs on work order and ensure that known scheduleable type users that are listed in the evaluation login page appear on plenty of work orders as scheduled user for testing and ultimately evaluation so that when user logs in as one of the sample users they see relevant data