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2020-08-19 17:50:54 +00:00
parent a6d0591db2
commit f30a69601e

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@@@@@@@@@@@@@@@ ROADMAP STAGE 4 - REPORTING / DASHBOARD / KPI
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@@ -6,7 +5,7 @@
REPORTING
Procedure:
read all cases related to this
read notes in project including any related spec docs
Look at existing reports in v7 and generalize them and the features provided that are used
pdf, email, print, download
@@ -17,8 +16,13 @@ Procedure:
grid filter options and filter name must be an available field for report designer
probably need a filter summarizer widget that can also be used inside the UI at the top of grids as well
logo field with choice of size to correspond to the logo route
labels wtf?
notification needs to be able to generate reports and send them
Schedule form reporting
keep in mind, but ultimately it's probably a dedicated schedule thing
test harness UI so can quickly test out things via widget list
research solutions online
Once clear on needs, research solutions online
This case has a lot of old research in it:
https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3451
look at commercial ones just to steal ideas
@@ -198,7 +202,10 @@ todo: First of all triage the features to port over in the sanest order so not s
Try to get scheduleable stuff early because schedule form will take some time
todo: Schedule form
- new gold standard is Google schedule so emulate that amap
- This one is big but requires the data to be there so as soon as implement enough things that are scheduleable then do this
- printing / reporting
todo: Notifications
Many are on hold until there are real objects to code against, now is the time to code them as the objects are added