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raven-client/ayanova/devdocs/todo.txt
John Cardinal ca1ea02cdc
2021-07-21 20:09:50 +00:00

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@@@@@@@@@@@@@@@ ROADMAP STAGE 6 - "REALITY" All in on porting over all the real objects from v7
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“Accept the things to which fate binds you, and love the people with whom fate brings you together,but do so with all your heart.”
― Marcus Aurelius, Meditations
## BIG PICTURE TO RELEASE
June
Workorder*, quote*, pm* implementations
July
Schedule form
Review all v8 cases top to bottom and triage / implement
V8Migrate completion
All stock reports (and schedule ones)
Aug
Manual pages
Extensions to replace current add-on's (accounting etc)
Load testing
Beta testing
Rockfish / Back end infrastructure
Biz decisions about hosting etc
Sept 1st
Release!
## CURRENTLY WORKING ON: Workorder
## MISC ITEMS THAT CAME UP
## E2E TESTING
## V8MIGRATE
todo: Need a way to diagnose fail to migrate for remote user's db, there will be a lot of initial issues importing for people until we hit all the edge cases so...
any fail of migration of an item of any kind needs to log the full object being attempted to save
we need enough info to figure out what went wrong without needing to see the entire db
exception handler should log full object being sent over the wire on fail
Also a separate plan is to have it log to v8 so we can then login to v8 remotely and see what the error was
but that's a future possibility thing, probably not as important as just logging to the same error log
todo: custom fields field names are not coming across, still show "Custom 1" when shoudl show whatever is set
todo: assigned doc not found text has too many newlines in it, should just sit on one line in exported notes
todo: dirty big test again with contracts etc
todo: v8 migrate additions
Erase DB warning must be very distinctive like bright yellow and red with crossbones etc
Report sent *to* the new server upon completion (any state) via MEMO to superuser
should send the entire contents of the output screen error or not as it will contain useful info like dupes not exported etc
Duplicate id not exported
found this in the wild with 4a database 4 workorders not exported due to this
message doesn't clearly say that number was exported already
is there a way to still export them?
Is it possible to login during migrate to the v8 server?
Need a running count per item, I have the total at the start so it should show what item it is currently processing of that count like 50/1000 or something
todo: workorders - need to set billing and service address from customers on migrate
## CLIENT MISC ITEMS
bugbug: direct notification errors out
user->direct notification
todo: joyce requested fields to add to reports viz fields
PO - Customer address and contact information (for PO where a customer has been selected to be shipped to)
todo: notifications screen add delete all menu item that will just remove all the notifications present
Maybe a checkbox and delete selected and select all?? That way can also be a dual useful feature
also should delete *from* the client so that it deletes only what it has in view so user doesn't accidentally delete unseen yet to be delivered ones?
todo: notification new bell alert count add to title so shows in task bar when not in view?
like messenger "(1)" "(23)" etc
todo: roles are all over the place in some cases, e.g. login as tech restricted user and can see vendors / accounting and etc
todo: browser back to new record page
when make new record then go back goes to new record again, should it go to record before *new* record page instead??
todo: link back to list from single edit form
it would be very handy to have a simple link back to the list or back a level
on each edit form. If new record then it skips that and goes to list
so maybe a specific link to list, not just a back link
ideally accessible from the form, not two click by having to open menu, but
not sure about that, maybe in wide mode it could surface that from menu but in
narrow mode no shortcut because they could use the nav menu anyway and because fuck em, that's why :)
todo: notifications form if left sitting there should auto-refresh when it gets any new notifications?
not 100% sure about this one, maybe it's a nice to have feature but a waste of time otherwise
todo: notifications new count seems to be double getting on each iteration
todo: Seeding UI keep track of timing and later down the road when firmed up, provide estimate (average server will take):
2021-05-31 10:26:45.4801|INFO|Seeder|Small level sample data seeded in 27 seconds
2021-05-31 10:47:07.3417|INFO|Seeder|MEDIUM level sample data seeded in 2 minutes and 13 seconds
2021-05-31 10:56:04.9450|INFO|Seeder|LARGE level sample data seeded in 4 minutes and 17 seconds
2021-05-31 12:06:34.2680|INFO|Seeder|HUGE level sample data seeded in 24 minutes and 54 seconds
todo: need to track fetched keys vs used keys so can tell if fetched a key that I don't need or stopped using due to code change
todo: need to track fetched keys that don't exists, should bomb immediately so I can remove them, they will eat up traffic for no useful purpose!!
todo: strip all *viz fields from object before sending over the wire from client to server
Setting their value to undefined stops them being sent so do that, but remember they then need to be updated on the return record
PO I'm thinking is the main one??
todo: grid position not preserved when open a record then track back
i.e. go to last record in a multipage list, open something, go back and will see it's back to the start of the list losing the user's scroll position
this is very important that it work correctly
todo: purchase order form should work more like workorder form, it's a but fucky YAGNI??
Joyce has a case, technically it works but see what Joyce wrote
todo: custom required rules only apply to new records!!
todo: inventory and other lists shows LT: because namefetcher postgres function returns it when it's not a named item
expects UI to translate it but UI doesn't so need a way to deal with that
to see what calls it just search for "AYGETNAME" in server project, also anything that calls bizobject name fetcher direct
it would be a better procedure if it was passed in a translation ID and would automatically get the key at db level of course
todo: notification subscription tags UI
Must make it clear that *ALL* tags in the subscription must exist in the object to match
if not documented also document this
todo: Contract override by TAGS
Translation / docs Must make it clear that *ALL* tags in that particular contract price override must exist in the object to match
User is expected to make multiple records if they want multiple different matching tags
reason for this is that they can do a more fine grained selection of multiple tags like "onsite" + "merville"
whereas if it was an any match then there would be no finer level of control, only one term to choose for each.
todo: form field customization add a "reset" feature to reset to default for when people fuck it up
basically just show all fields and remove the required from fields
todo: add NOW button to date picker just like time picker that does the same thing
todo: Not in love with the "Error api2200" as the only error text in the box
sometimes it has things you can't see in the form
ideally I'd like to see it have a string of text as a duplicate showing the errors translated in a list
in addition to each form field being set. This would cover our ass in case we missed a "general" or renamed a field or a wierd error
that we didn't anticipate, also more useful for the user to see at a glance what's what
If do this maybe consider adding a fixed height and scroll bar setting to the error box as it could get long but don't want it to fill up the screen
(maybe a "MORE INFO" button instead that warps the display in errorbox to the long form??)
At the very least make sure every raw error returned goes into the client log so can help with tech support when people need it without resorting to
making them open developer console to see the actual raw error. (if do this maybe extend the length of the error log as it's possibly too short to capture enough stuff this way??)
todo: Translation: "Physical" address seems wierd, rename to Street address or Delivery address or Service Address or whatever
todo: broken rules can't save should color save button red in addition to disabled some forms can't see what's what
todo: Any "Priority" type value in UI that has colors should use ayaFireAlt icon instead of round circle which is for minor status only
Flag is for major status like all of workorder
todo: be sure to address items in case https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3864
before next update to server / windows build for Joyce
todo: Re-test reporting on linux, just updated puppeteer sharp and it might be affected due to newer chromium
todo: double check main page boilerplate stuff is up to date 2021
https://www.matuzo.at/blog/html-boilerplate/
todo: when there is an errorbox error it's possible to miss it as it's at the top scrolled off screen and you can save as the appbar doesn't scroll
need more feedback, perhaps appbar turns red, or save button turns red or whole page has a color to it..??
Or maybe just as simple as an toast alert popup whatever it's called that temporarily shows the same error as is in the box at top
todo: REPORTING
naming of things is confusing possibly prepare code should use same names as ayreportdata etc so users aren't confused
also it should be named to indicate the server is modifying the data before it's sent to the template
i.e. name everything so it's clear what is being done where
todo: reporting custom fields
Joyce ran into an issue with a custom field defined as currency adn wanted to use it in a calculation on a report but it presents as a string
Look into either a helper to ease that or more ideally it presents as the type that it's supposed to be pre-modified? (not sure of the implications)
Do I have a custom fields helper already? What does it do?
Maybe translated custom fields alongside the string version??
Users see it as currency would be just as confused as Joyce was expecting it to be a number
todo: cleanup unnecessary use of a ayatype access inside the Methods of objects as it's now available in vue via main object,
e.g. where you see this: ayaTypes().XXXX you can replace it directly with this: $ay.ayt().XXXX and then REMOVE completely the ayaTypes() method in the vm of that object
todo: use const, not let unless need to reassign the variable
Going to need a case by case through all uses but it's a very important precaution so code it that way now for all new code
todo: make sure other datatable besides wo use form() rowError classes for consistency rather than self set in forms
see woitem / schedusers etc for example
todo: why the need for setErrorBoxErrors when setting the formstate errors already allows all the fields to pickup the errors for them
shouldn't the errorbox itself pickup it's own errors and elminate the need for this??
currently is: <gz-error :error-box-message="formState.errorBoxMessage"></gz-error>
maybe could be this?: <gz-error :error-box-message="form().serverErrors(this, 'generalerror')"></gz-error>
might even be a drop in replacement, should test, would reduce fuckery
todo: gzdecimal triggering dirty just by clicking into and out of a field witha value in it.
also, it sometimes shows without the decimal then with the decimal for editing then without, it's crazy
the decimal thing is probbly what's triggering the dirty change.
saw this when developing the wo form and testing scheduled users estimated qty field
todo: apierror showing in errorbox on validation error
this is too technical looking, needs to be cleaner for end users
maybe even a summary of errors for big forms showing property names and errors?
or at least say something like fields have errors or somesuch to guide them down into the form
small forms it's obvious but wo it's a bit ...actually still obvious, maybe just a cleaner line of text without the code looking stuff like "apiError" or whatever it shows
todo: generateMenu called on forms redundantly?
called for getdata, but also called in created in wrong place i.e. always rather than just when it's not a getdata situation due to already existing
todo: select list templates under global is offering types that don't6 have select lists like memo etc
todo: if all custom fields are turned off then should not show anything (I think that's already the case but confirm)
todo: ability to turn off attachments for every form it's on via customize ui
def can see admin wanting areas off limits for attachments and it would clean up the UI if not used
todo: ability to turn off the wiki for every form via customize ui
todo: adm-translations, adm-report templates data tables are skewed to the left due to lack of selection box column making filter icon partially gone off page
if has extension then should have selection box otherwise figure out what the dealio is
todo: after post to server check if this still happens:
Ayanova requires javascript is showing now all of a sudden on requests as if it's trying to serve app stuff from the server !?
refresh login and first response is the raw html page with noscript showing
maybe not even an issue, it does need that page after all
TODO: if keep seeing slowdown typing in large text fields maybe check if it's running rules endlessly and slowing things down that way
profile?
a timer that delays processing until typing stops??
...................................................................................................................................................................
todo: reportClientMetaData in gzapi has DefaultLocale property in it which is just part of the language, can it be removed?
it might be buggy if there is no dash in the language? Is that a thing?
check at server how it's used
todo: confirm erase database should reset all id values if they aren't reset already so that future data doesn't result in a new PO starting at 29000 due to huge db trial seed prior
todo: Popup notes now AlertNotes - a whole section of important notes at the top that shows *all* notes combined like customer popup and contract notes
that shows all the time in the workorder UI with an option to minimize maybe or something
This would be better than popup as it's always visible not dismissed and less ui fuckery to boot.
See case 3855
todo: use trans key "AlertNotes" in place of any popup notes variation
todo: poitem edit form currency fields when updated by server on save lose currency format and show as raw decimal number
maybe currency control does not respond to underlying data changes it didn't initiate?
seems maybe it's ok in main form but that's maybe just because it doesn't change values automatically
todo: datatable single select mode, is this even a thing?
if not then I should remove that code, it's just taking up space and complicating shit for no reason
todo: many stock reports could be made now for most objects
todo: Whats new in this release popup or link tied into the update process of the client??
todo: it's a bit hard to click on a single digit or character link in a data table
e.g. serial number 1 of a po
can the region be expanded with invisible text or something?
todo: WHEN HAVE WORKORDER FORM customer alert notes
todo: remove widget now? Back and front (comment out obvs not remove entirely)
todo: cypress testing for load testing etc
has to be done manually, there is a good idea in the comment here:
https://stackoverflow.com/a/51197403/8939
basically, init a new vue ui project, commit it, then add e2e plugin then recommit to see what all changed so can then manually remove that from main project
Look at moving to a standalone Cypress setup, why bother with the one built into vue ui, it doesn't seem to offer any benefits to doing it alone
this way can be fully up to date etc
https://www.cypress.io/
Remove from vue ui project but make copy of tests first
then make new project folder for this and put the tests there
install standalone cypress and go it without vue stuff
## SERVER MISC ITEMS
todo: Joyce was having trouble getting a license request email response from rockfish when trialing
it appeared it was not sending the confirmation check email, double check what the fuck
todo: seeder is putting customer users in as techs in sample workorders (on scheduled user for sure at least)
todo: seeder customer and head office accounts now login show "No features have been enabled for your account"
todo: notify on server boot?? (general notify to admin user or whatever?)
or on shutdown?
todo: start testing with real licensing scheme ("notfound")
make sure automatic license updates work properly
todo: notify on user login?
todo: report template NAME uniqueness validation rule: can this be unique by ayatype only?
seems weird that no two reports of any kind can have same name
also the default comes up as "report" sb blank with pre-broken rule saying name is required or at least uniquify it with a timestamp or something
todo: tag based notifications need to be rechecked if tags change, not just the field(s) in question for that notification
for example, user makes a workorder with closeby date and tags but tags don't match when saves
user realizes missed a critical tag, adds it and saves; notification should then check again if can apply whatever it was
Use SameTags = NotifyEventHelper.TwoObjectsHaveSameTags(proposedObj.Tags, currentObj.Tags); to make it easy (workorder complete by)
todo: //TODO: Iterate all notification tagged items, use the one with the MOST matching tags
see how contract labor done in workorder, idea is it iterate from the subscription with the most numerous amount of tags to least in order to ensure that the most specfic tag set is matched first
todo: custom required rules only apply to new records!!
todo: Contract Duplicate throws exception at server (id attempted to be set, probably forgot to set copy to null id)
todo: Reports need to generate under a file name that is informative (this applies to every object)
This is because it will be a common case to need to email them to customers or other users or whatever and it is very helpful to know what it is by name alone.
i.e. a workorder should generate a report that can be saved as "Workorder_1" or whatever,
perhaps uses localized name of object but then processed to strip out spaces and case etc (file-name-ify it)
Also it will separately need a random part at the end to ensure it's not a dupe of an existing report also generated at the same time
Although, if you think of it, doing the same workorder again *should* just overwrite the existing one as it will be identical or at least more up to date so
perhaps no need for a nonce
todo: server log needs to indicate time zone it's logging in at boot so can understand the log entry times vs real world times
todo: update to latest postgres portable and document how to do it as well or a link to how to do it
todo: errors are inconsistent some use "error" some use "code" to mean the same thing
this is likely becuase "code" is used in the outer wrapper and "error" is used in the individual "details" validation errors
however it would be much cleaner if it was the same thing at all levels
Settle on "Code" only, change "error" to "code"
some things are producing {message:"blah",target:"blah",error:"blah"}
controller apierror
and validation errors are : {message:"blah", target:"blah", code:"blah"}
todo: server boot log should show exact .net framework version in use, currently shows nothing so if there is a bug fix release or something we'd not know for support
NOW
....
todo: Error at the devops server just looking at gold contract:
2021-03-26 18:21:36.8769|ERROR|SERVER|Error=>System.NullReferenceException: Object reference not set to an instance of an object.
at AyaNova.Biz.ContractBiz.PopulateVizFields(Contract o, List`1 contractOverrideTypeEnumList, Dictionary`2 preTrans) in C:\data\code\raven\server\AyaNova\biz\ContractBiz.cs:line 531
at AyaNova.Biz.ContractBiz.GetAsync(Int64 id, Boolean populateDisplayFields, Boolean logTheGetEvent) in C:\data\code\raven\server\AyaNova\biz\ContractBiz.cs:line 170
at AyaNova.Api.Controllers.ContractController.GetContract(Int64 id) in C:\data\code\raven\server\AyaNova\Controllers\ContractController.cs:line 100
at Microsoft.AspNetCore.Mvc.Infrastructure.ActionMethodExecutor.TaskOfIActionResultExecutor.Execute(IActionResultTypeMapper mapper, ObjectMethodExecutor executor, Object controller, Object[] arguments)
at Microsoft.AspNetCore.Mvc.Infrastructure.ControllerActionInvoker.<InvokeActionMethodAsync>g__Logged|12_1(ControllerActionInvoker invoker)
at Microsoft.AspNetCore.Mvc.Infrastructure.ControllerActionInvoker.<InvokeNextActionFilterAsync>g__Awaited|10_0(ControllerActionInvoker invoker, Task lastTask, State next, Scope scope, Object state, Boolean isCompleted)
at Microsoft.AspNetCore.Mvc.Infrastructure.ControllerActionInvoker.Rethrow(ActionExecutedContextSealed context)
at Microsoft.AspNetCore.Mvc.Infrastructure.ControllerActionInvoker.Next(State& next, Scope& scope, Object& state, Boolean& isCompleted)
at Microsoft.AspNetCore.Mvc.Infrastructure.ControllerActionInvoker.InvokeInnerFilterAsync()
--- End of stack trace from previous location ---
What up with this and can it be blocked from logging / something simpler logged instead?
Try to determine if it's time related, maybe during backup??
find a pattern
try logging success always to see how rare it is
I don't think it's happening at the linux server, it seems to be a comm issue from my ws??
no, it actually is.
bittorrent interferes with it like it does with my browsing, maybe not the cause though, just a data point
2021-03-17 05:19:27.0750|ERROR|JobsBiz|Server::ProcessJobsAsync unexpected error during processing=>System.Threading.Tasks.TaskCanceledException: The request was canceled due to the configured HttpClient.Timeout of 100 seconds elapsing.
---> System.TimeoutException: The operation was canceled.
---> System.OperationCanceledException: The operation was canceled.
at System.Threading.CancellationToken.ThrowOperationCanceledException()
at System.Net.Sockets.Socket.AwaitableSocketAsyncEventArgs.ThrowException(SocketError error, CancellationToken cancellationToken)
at System.Net.Sockets.Socket.AwaitableSocketAsyncEventArgs.GetResult(Int16 token)
at System.Net.Security.SslStream.<FillHandshakeBufferAsync>g__InternalFillHandshakeBufferAsync|182_0[TIOAdapter](TIOAdapter adap, ValueTask`1 task, Int32 minSize)
at System.Net.Security.SslStream.ReceiveBlobAsync[TIOAdapter](TIOAdapter adapter)
at System.Net.Security.SslStream.ForceAuthenticationAsync[TIOAdapter](TIOAdapter adapter, Boolean receiveFirst, Byte[] reAuthenticationData, Boolean isApm)
at System.Net.Http.ConnectHelper.EstablishSslConnectionAsyncCore(Boolean async, Stream stream, SslClientAuthenticationOptions sslOptions, CancellationToken cancellationToken)
at System.Net.Http.HttpConnectionPool.ConnectAsync(HttpRequestMessage request, Boolean async, CancellationToken cancellationToken)
at System.Net.Http.HttpConnectionPool.CreateHttp11ConnectionAsync(HttpRequestMessage request, Boolean async, CancellationToken cancellationToken)
at System.Net.Http.HttpConnectionPool.GetHttpConnectionAsync(HttpRequestMessage request, Boolean async, CancellationToken cancellationToken)
at System.Net.Http.HttpConnectionPool.SendWithRetryAsync(HttpRequestMessage request, Boolean async, Boolean doRequestAuth, CancellationToken cancellationToken)
at System.Net.Http.RedirectHandler.SendAsync(HttpRequestMessage request, Boolean async, CancellationToken cancellationToken)
at Microsoft.Extensions.Http.Logging.LoggingHttpMessageHandler.SendAsync(HttpRequestMessage request, CancellationToken cancellationToken)
at Microsoft.Extensions.Http.Logging.LoggingScopeHttpMessageHandler.SendAsync(HttpRequestMessage request, CancellationToken cancellationToken)
at System.Net.Http.HttpClient.SendAsyncCore(HttpRequestMessage request, HttpCompletionOption completionOption, Boolean async, Boolean emitTelemetryStartStop, CancellationToken cancellationToken)
--- End of inner exception stack trace ---
--- End of inner exception stack trace ---
at System.Net.Http.HttpClient.SendAsyncCore(HttpRequestMessage request, HttpCompletionOption completionOption, Boolean async, Boolean emitTelemetryStartStop, CancellationToken cancellationToken)
at AyaNova.Core.License.FetchKeyAsync(ApiServerState apiServerState, AyContext ct, ILogger log, Boolean calledFromInternalJob, Boolean devTestTrial) in C:\data\code\raven\server\AyaNova\util\License.cs:line 522
at AyaNova.Biz.CoreJobLicense.DoWorkAsync() in C:\data\code\raven\server\AyaNova\generator\CoreJobLicense.cs:line 72
at AyaNova.Biz.JobsBiz.ProcessJobsAsync() in C:\data\code\raven\server\AyaNova\biz\JobsBiz.cs:line 178
todo: is there a way to tell if other connections are being used to AyaNova db
like a utility or they are fucking around and it's affecting performance etc
Yes: The following query returns the active connections:https://www.postgresqltutorial.com/postgresql-copy-database/
SELECT pid, usename, client_addr
FROM pg_stat_activity
WHERE datname ='dvdrental';
LATER
......
todo: Changes to allow in place updates of server without erasing data:
Needs to be supporting this early as possible so that upon release we can easily make changes without breaking existing setups or forcing complex actions
how to add locale keys in future after release without erasing all data?
Ideally I'd like to continue on to just edit the json translation files and the server looks for missing items and adds them automatically
so that it just works without having to erase the db
maybe a version on translations so it knows which one it's dealing with?
But then again, if it just checks them all it can fix anything missing automatically in case of fuckery and not assume they are ok
Stock locales can just be completely replaced at any time, custom ones need a fixup,
Custom locales should include where they came from (which language) so can more easily add new keys
Schema updates in place not require full delete
todo: figure out method to determine all translation keys actually used and remove unused ones entirely as they will show in the Translation ui and don't want to confuse people
Note: can do a search in Code editor at client for ay.t( and it will show all the translation keys fetched in code for the most part other than grid columns
can click in results and copy all to text which could then be processed to find all unique values??
Or, just exercise the whole app and all lists and then can pull from the local cache in the browser!!!
todo: NOTIFICATION after the fact
what happens when a user subscribes to a notification after an object was created
for example if a unit has a contract and they subscribe to contract expiring they won't get notified about units unless they are edited and saved
*after* the user subscribed
What did v7 do?
How to handle this??
Ideally it would work with existing objects and not require them all to be edited or is that an issue, can it be good enough that it works going forward?
Most subscriptions won't matter as they are direct immediate and one off but the timed and aged ones are definitely an issue.
It might have to run through those and subscribe in the user, maybe a static op on a *Biz object that you call and say "subscribe this user to all subs" and it iterates
the biz objects one by one and sets as appropriate??
todo: GetWorkorderSerial/name from leaf nodes
traverse up the tree and fetch the serial number
once coded fixup in purchaseorderbiz::getasync MIGRATE_OUTSTANDING bit
todo: tag search in picklist, does it support more than one tag? I forget
no, no it doesn't. Hmmm... fuck
maybe they can enter unlimited tags as long as they have a ..before each one?
Users may need to "triangulate" on to an item by multiple tags
todo: unit meter reading event?
TODO: //MIGRATE_OUTSTANDING comment tag
search for this comment tag as it will contain items that could not be done until other items were migrated first
The tag will contain the description for each
todo: many biz objects are not using new PUT methodology
Might be because new methodology assumes complete PUT object as a entire replacement not a partial update
some of these objects (User) do partial updates so....
might be that they don't need it but for consistency should check into it
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CURRENTLY DOING: more misc stuff below to complete workorder!!!
CASES TODO:
Some initial workorder cases to do
3500 1: implemented but needs the docs and seed data to illustrate the feature
make a shadow units customer in seeder sample data
make units under shadow units customer
assign some loan items to those shadow units
ensure shows in data tables so can click through and in forms to click through / select on work order etc.
So can service
This case is not done until DOCUMENT WHAT A SHADOW UNIT IS in loaner docs and what to make (shadow unit customer etc)
bugbug: data tables are showing the translation key, not the translation in the top of the list, however the page title is correctly translated
wtf?
3721 1: make labor rate mandatory on workorderitemlabor record and import v7 with some kind of dummy rate if not filled in there
um...be sure about this, mandatory stuff kind of sucks, what's up in that case?
3763 1: mark all tasks as completed at once with a single click
3769 2: if public FromQuoteId, FromPMId or FromCSRId are set on wo header then it should surface a button or menu option to open the related object(s)
I think a menu option would be cleanest as you wouldn't always want to see it in your face but have it available
3843 1: prevent negative amounts on woitempart.quantity (rule I guess)
AFTER ABOVE ITEMS AND HAVE SUBSTANTIALLY COMPLETED WO
todo: IMPORT workorders FROM V7 needs to be coded once the cases are completed so it can be tested thoroughly and ongoing
note that v7 wostatus needs to be dual imported into both new wostate and new woitemstatus separately
Joyce suggested making it optional to have the import-v7 tag
think it over and the pros and cons of having it, maybe some notes are there on it
I might have been thinking it's a quick way to mass delete any old stuff no longer wanted in the new version for users
or maybe to know an item was imported in case of support maybe or issue?
todo: circle back to big list of discovred misc items above and fix them (arghh, but nice to have been completed)
TODO: Need stress test for client that can generate workorders in parallel for load testing
------------------------------------------
EACH OBJECT DEV CYCLE:
FIRST
Check cases, make sure not changing the object fundamentally, many v7 objects are going to change for cases (particularly inventory related)
BACK
AyaType and associated code
BizRoles
Model and Database Schema and AyContext
DbUtil EraseAllData method
Update function PUBLIC.AYGETNAME in aySchema for new type
Biz object and all supported interfaces (searchable, exportable etc)
Reportable Viz fields if reportable
Biz Object SEARCH Index / getsearchresult code add unique text fields
Business rules port from v7 and new ones
ValidateCanDete MUST check if any foreign key constraints and return proper error rather than bombing on attempted delete
Do check constraint first then biz rule so can test down to db
ALL biz rules where possible must have mirror db constraint to avoid fuckery with direct modified data
Notification code if applicable
Controller routes and associated code
Translation keys
FormFieldReference for object if it posesses an customizable form
DataList if applicable (be minimal with the default fields)
Picklist
Seeder generate samples
If anything needs to be changed down the road then flag it in comment with //MIGRATE_OUTSTANDING
FRONT
AyaType / rights
front route
List form
Edit form (## TEST ALL INPUTS ON EDIT FORM, DON"T ASSSUME THEY WORK)
Add to smoke test !!! VERY IMPORTANT
DOCS (at back but with front links, maybe not fleshed out just placeholder ok for now)
REPORTING
Reportable & VIZ fields
DASHBOARD
Add widget if dashboardable https://docs.google.com/document/d/1cEesyryhM0zYkH0PEswiuOezUTA_Nv5Xn3jfBczdQmk/edit
IMPORT
imports and flows through to new front end viewable and searchable and printable etc
## OBJECT ORDER
Preliminary order to get the ball rolling, these are the easiest starting point:
Inventory Migration
migrate inventory added to v8migrate as final step of export; code it based on balances and also insert serials etc
it checks the balances in v8 then compares to v7 then issues an adjustment to bring into sync
this way (last thing) we are always covered no matter what happens with wo import etc
Workorder
When do this need to go back and do a bunch of //MIGRATE_OUTSTANDING
i.e. show all
todo: Consider adding latitude / longitude to wo, quote, pm objects
rate split
can copy over from the unit or customer or set themselves
and can always hide
means wo could be scheduled for ad-hoc locations and serviced that way, i.e. a truck parked on the side of the highway etc
Quote
PM
Schedule form
# V7 objects now TAGS, the following objects are imported as tags and suffixed with a period and then short versions of the object type in the tag name
- Region
- UnitModelCategory
- UnitServiceType
- WorkorderItemType
- ClientGroup
- WorkorderCategory
- PartCategory
- DispatchZone
- ScheduleableUserGroup
- ClientNoteType
- VendorType ## LATE ADDITION
## v7 DB DEPENDENCIES
object
depends on
AssignedDoc * Already handled automatically by v8 migrate
none
xaclient
adispatchzone - TAG
aheadoffice
aworkorder
xaclientgroup - TAG
none
xaclientnote
aclientnotetype - TAG
aclient
xaclientnotetype - TAG
none
DEPRECATED - aclientnotifyevent -
none
aclientservicerequest
aworkorderitem
DEPRECATED - acontact -
acontacttitle
Xacontract
aregion - TAG
Xacontractrate
acontract
arate
X adispatchzone - TAG
aregion - TAG
DEPRECATED / HANDLED AUTOMATICALLY BY IMPORT afile
none
xaglobal
ataxcode
aworkorder
aworkorderstatus
xaglobalex
none
xaheadoffice
aclientgroup - tag
acontract
aintegration
none
aintegrationmap
aintegration
Xaloanitem
aregion - TAG
aworkorderitemloan
xamemo
auser
DEPRECATED - anotify*
lots of tables, but it's all obsolete and won't be ported
HANDLED BY IMPORT - aobjectcustomfield
(defines custom fields, is part of base import already, nothing special required here)
apart
apartassembly
apartcategory - TAG
aunitofmeasure
avendor
apartassembly
none
apartbywarehouseinventory
apart
apartwarehouse
apartcategory - TAG
none
apartinventoryadjustment
none
apartinventoryadjustmentitem
apart
apartinventoryadjustment
apartwarehouse
apartserial
apartinventoryadjustmentitem
apurchaseorderreceiptitem
aworkorderitempart
apartwarehouse
aregion - TAG
xapriority
none
xaproject
aregion - TAG
auser
apurchaseorder
aproject
avendor
apurchaseorderitem
apart
apartwarehouse
apurchaseorder
ataxcode
aworkorderitempartrequest
apurchaseorderreceipt
avendor
apurchaseorderreceiptitem
apart
apurchaseorder
apurchaseorderitem
apurchaseorderreceipt
xarate
aclientgroup - tag
arateunitchargedescription - DEPRECATED per case 3432
aregion - TAG
DEPRECATED case 3432 - arateunitchargedescription
none
xaregion - TAG
aworkorderstatus ?! WTF?
xregionnotifystat ?wtf is this?
aregion - TAG
REPLACED NEW FORMAT - areport
aregion - TAG
xaScheduleableUserGroup - TAG
none
xascheduleableusergroupuser
aScheduleableUserGroup - TAG
auser
aschedulemarker (now "Reminder")
none ?must be at least user in there...weird
DEPRECATED - asecuritygroup (nope)
none
xaservicebank
none
atask
none
ataskgroup
none
ataskgrouptask
atask
ataskgroup
xataxcode
none
aui* (these are all v7 UI saved settings that are not applicable to v8)
xaunit
aclient
aunitmodel
xaunitmeterreading
aworkorderitem
xaunitmodel
aunitmodelcategory - TAG
avendor
xaunitmodelcategory - TAG
none
DEPRECATED NO MORE - aunitofmeasure
none
xaunitservicetype - TAG
none
xauser
adispatchzone - TAG
aheadoffice
apartwarehouse
asecuritygroup
avendor
aworkorder
xausercertifcation* (these are now tags and already rolled into v8 migrate tool)
xausermru DEPRECATED
xauserright DEPRECATED
xauserskill* (now tags and already accounted for in v8 migrate)
xavendor
none
xawikipage* (already accounted for in v8 migrate code, object by object will export)
aworkorder (new structure, some of these are no longer joined due to seperation of wo types in v8)
aproject
aregion - TAG
aworkordercategory - TAG
aworkorderpreventivemaintenance
aworkorderquote
xaworkordercategory - TAG
none
aworkorderitem
apriority
aunit
aunitservicetype - TAG
aworkorderitemtype - TAG
aworkorderstatus
aworkorderitemlabor
arate
aservicebank
ataxcode
aworkorderitem
aworkorderitemloan
aloanitem
ataxcode
aworkorderitem
aworkorderitemmiscexpense
ataxcode
aworkorderitem
aworkorderitemoutsideservice
avendor
aworkorderitem
aworkorderitempart
apart
apartserial
apartwarehouse
ataxcode
aworkorderitem
aworkorderitempartrequest
apart
apartwarehouse
apurchaseorderitem
aworkorderitem
aworkorderitemscheduleduser
arate
aworkorderitem
aworkorderitemtask
atask
ataskgroup
aworkorderitem
aworkorderitemtravel
arate
aservicebank
ataxcode
aworkorderitem
xaworkorderitemtype - TAG
none
aworkorderpreventivemaintenance
aworkorder
aworkorderstatus
aworkorderquote
aworkorder
aworkorderservice
aworkorderpreventivemaintenance
aworkorderstatus
xaworkorderstatus
none
------------------------------------------------------------------------------------------
POST "REALITY" OR IN PARALLEL "REALITY" related items:
todo: CYPRESS TEST DATE / TIME / DATE_TIME controls switched back to vuetify ones
widget entry form test rewrite
https://github.com/cypress-io/cypress/issues/7404
https://github.com/vuetifyjs/vuetify/issues/10988#issuecomment-726089949
TODO: //MIGRATE_OUTSTANDING comment tag
search for this comment tag as it will contain items that could not be done until other items were migrated first
The tag will contain the description for each
todo: Schedule form
- 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 schedule? Do-able?
- https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/729
todo: can beta test at this point
See below, specific ideas about public beta test (User accounts not seperate installs maybe)
post installer, enlist trial users get feedback, don't get too down when they shit all over it as they will undoubtedly :)
remember, it's for the new customers primarily, new customers = new $$
todo: Document in user manual all form controls with instruction on how to use the various controls etc
- "Anatomy of a AyaNova Form"
WORKORDER UI
todo: Investigate Workorder structure and datagrid see case https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3768
Likely that workorder grids inside will not be full blown custom datagrid I wrote but just a vanilla v-data-table control since there is likely no need for the full customization shit
todo: workorder UI layout stuff (TTM!! Don't re-invent the wheel!)
There's been a lot of ideas about wo floating around and considered, but at the end of the day what I have works so maybe try to meld
into what I have the new concepts and see what comes out. Support a rich wo UI on big screens and scroll around UI on phone maybe.
some notes:
Workorder UI good ideas here: https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3475
Basically (based on RI) it boils down to don't make the user go up to the workorder item level when they can go sideways directly to an alternate child of woitem
i.e. going from parts to labor shouldn't require going up a level
All workorder in one document and just really really tall? (people bitch about RI requiring too many navigation steps to get to shit)
Header and items in one document then bottom in seperate pages?
Is it going to be far easier to code this bitch if I have all the workorder data at hand or..?
How does WBI handle all this because it's kind of the poster child for RAVEN
Workorder is one of those things that may require different views for phone and tablet and laptop etc
Kind of like two views, tiny phone and anything larger
On a PC people will want and expect it to look as much like v7 workorder as possible, maybe that's still a valid layout
just tweaked to work better as a web app a bit but theoretically I could almost duplicate that layout with the tools I have
Consider UI in this as well, will need to decide at least what is visible when
Workorder UI good ideas here: https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3475
How to add items, like new woitem?
send to server get back new object?
lots of biz rules and stuff need to happen, want to minimize load at client
but lots of data back and forth is not ideal
maybe request a woitem and get it back?
what exactly needs to be processed in the wo when items are added / removed?
math / totalling?
simple calcs sb client doable
this will drive what has to happen.
Need to go over all wo features and factor them into this decision properly
The whole idea of a completed section of a wo and stuff, is that dropped due to TTM or still viable?
maybe can pick out the best new features of that which can be integrated into existing design rather than re-inventing the wheel
Here is an overview: https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/3412
How best to be able to service LoanUnits on a workorder? [UPDATE: added shadow units feature]
Just make them Units with extra properties exposed if type of loaner?
This seems simplest, but what will it effect?
Hard to make them serviceable if they are an alternate table of source for what's being repaired as that breaks a lot of other code or adds exceptions
Customer is then who exactly because it's fundamental to a lot of wo functionality?
from a biz perspective isn't it like you are your own customer when you service your own equipment that you loan out?
Does Serial field need to be numeric, could it be text instead?
prompted by case 3428 saying that it's hard to deal with constant conversion to text for UI etc
plus, I'm thinking it opens door to textual scheme like appending -A or whatever to a wo.
or, is that a display issue?
Calling something "serial" implies it's unique but it isn't, maybe I should call it "number" instead or "ID" or something?
INFO: did a test workorder with ALL fields filled out heavily and one woitem, exported from db entire graph based on detailed report so every line was every item repeated
still only 84kb and it's a lot bigger than any typical wo in v8 would be as it will be far more efficient without having to repeat lines flatly
so I think size of object is a non-issue really from a practical standpoint.
UI
idea: UI reflects tentativeness state of object:
The UI doesn't imply something is done by changing it fully until the save is completed.
This serves two purposes:
1) user knows at a glance what isn't saved yet and will know it's waiting for save clearly, hopefully leading them to save more often,
2) client doesn't need to track invisible shit behind the scenes, can more easily do patch updates right off UI source
e.g.:
if deleted a row in parts, that row doesn't disappear but rather shows crossed out, maybe grayed out but still there until save to indicate it's tentative status
if added a row, shows green or something or bold or asterisk, (can style with css based on state) until saved
problems:
how to handle regular fields that are changed (that's a lot of field data to track for changes)?
Maybe client keeps a virgin copy of the original wo for comparison
periodically does a compare and flags differences on updates?
(this would also help to serve as an Undo maybe?)
todo: Documentation POST "REALITY"
will already have placeholders from above
Need to think this through carefully
Need to get the critical bits in for onboarding and importing so people can get going
Most important stuff is anything non-obvious
Seems pointless to have one doc per form that just says "The name field is the name and must be unique"
maybe have that kind of stuff in the form basics and then have a doc per OBJECT instead with anything unique or interesting about the object
(and each object form has a link to formbasics so can link to the object form from UI and they get both)
Parts of it can be done post-release for sure
todo: ONGOING search for memory leaks
The 7 times system seems to work the best
Excercise item a few times to settle it in memory, take heap snapshot, force gc, take total of 3 heap snapshots forcing gc each times
Excercise item 7 times exactly, take 3 more heap snapshots forcing gc before each one
Compare snapshot 6 to snapshot 3 look for Delta 7 times items to find leak
https://developers.google.com/web/tools/chrome-devtools/memory-problems
https://nolanlawson.com/2020/02/19/fixing-memory-leaks-in-web-applications/
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@@@@@@@@@@@@@@@ ROADMAP STAGE 7 - EXTENSIONS (was plugins)
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Step 1: get the current active license count for all extensions so I know what i'm dealing with here
Step 2: which extensions in which order and some can be left off entirely?
Plan the order of criticality for extensions
ACCOUNTING is obviously the first and foremost one and MUST be there for a lot of people to take up
MUST be done in a way to support other alternative accounting apps that are coming around now like freshbooks or whatever it's called that Joyce is using now
probably going to need a "trick" of some kind to interface with desktop accounting
i.e. a local windows app that uses the api and just copy over the qbi code
or a local server that has it's own web interface
or regular raven UI but the accounting section interfaces with a local server for local desktop qbi stuff and
the raven server interfaces with QBOnline for the QBOI stuff
based on sales, how many subscribed now
which ones are porting and which are not
Implement in order or priority
Fuck peachtree?
probably not, need to check again our install count of extensions
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@@@@@@@@@@@@@@@ ROADMAP STAGE 8 - ONLINE EVALUATION ABILITY / INSTALLER, LICENSING, ROCKFISH SUPPORT FOR RAVEN
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todo: setup for automated trial testing ability so can just link users
Maybe, rather than having seperate servers for testing, have it instead generate a User account on the fly for each user who wants to trial
Automatically re-create the data on a cycle of some kind
Needs warning message about being a shared instance of AyaNova so be careful what you type and also you may see things other people typed that I have no control over
todo: WINDOWS INSTALLER
Runner harness wrapper thing?
even if windows only
it could modify config since it's outside the server
check for Postgres server extant and if not automatically start the standalone postgres instance
manage postgres start and stop and configuration changes, sit in tray, run AyaNova server from there?
easy way to select command line params without resorting to editing text files for end user
initially it's an installation option, but then need to edit after the fact
Quick check of installers available still and is it still kosher to keep using INNO setup or is something better, more supported by windows etc?
Wix if want MSI (some say that's desireable)
INNO is still relevant
I don't need hardly any requirements that can't just be copy or unzip deployed so maybe don't even need an installer for now?
(zip distribution is going to be problematic with Windows file protection shit)
https://docs.microsoft.com/en-us/dotnet/core/deploying/
https://docs.microsoft.com/en-us/dotnet/core/rid-catalog
Completely packaged and installable. REady for users to install as a test as I iterate stage 7 below
All the stuff needed for someone to run it as a test without the real objects yet.
Some kind of expiring license so they can't just keep using it as fucked as it may be some might do that
I want short targetted testing only, not someone downloading and trying it out a month later, that's useless for us
This needs to be focused on what I need to get from people about testing
todo: LINUX INSTALLER
Linux users don't mind doing the manual config thing as much, they're used to it and it could just be a shell file anyway
So mainly this would be a documentation steps to install type issue
todo: DOCUMENT DOCKER
Present dockerfile maybe for docker installation with FILES folder pre-ready to build / run
Whatever docker needs
Or maybe private registry with docker images on our servers somewhere
todo: rockfish, can't do purchase for raven or view it I think
Test a whole sales process from eval to purchase and make it work
todo: rockfish, upgrade to latest bootstrap, out of date Currently
todo: rockfish, trial license fetched On date not updating? (not showing in UI)
todo: Joyce rockfish notes:
Licensing:
noticed that the field "Fetched on" is NEVER updated.
is it much to be able to see the TIME as well as the DATE, when "Requested" and when "Processed"?
There are drop down selections NEW, APPROVED, REJECTED for the (already generated) listed keys. But can not actually save to a different Status. What is the purpose of the drop down options if can not select?
todo: Discourse bootstrapping install
look over, get ideas make case steal ideas profit FTW$
https://github.com/discourse/discourse/blob/master/docs/INSTALL-cloud.md
//here is their standalone config yml definition for DOCKER
https://github.com/discourse/discourse_docker/blob/master/samples/standalone.yml
todo: back and forward buttons when running without browser controls in application mode?
- wait and see on this one, as it will be likely outside of any particular form so not something to be baked in early necessarily
todo: GUIDED TOUR
- This is an important feature and at least get a basic one in there for starters and initial release
- This is a replacement for the tutorials and videos in v7 a
- Need to add that auto-pilot thingy that allows for guided tours in HTML apps
- Specifically it should at least have an ONBOARDING walk through of how to move around, enter data, get help etc. Not feature specific but usage specfic.
- Later I'll add feature specfic tutorials like how to make a workorder etc
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@@@@@@@@@@@@@@@ ROADMAP STAGE 9 - RELEASE
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todo: ARCHIVE ALL DEPENDENCIES
Get all code for all 3rd party libs used for front and back of AyaNova 8
Need to store that in an archive somewhere just in case
Needs to be done with each release so can go back to that if necessary
Going to be big, maybe archived to all storage drives locally and burned to a dvd?
If check into the repo it will be an issue probably but you never know
TODO: CSP Policy that should be enabled at server?
I had to add per this: https://docs.telerik.com/kendo-ui/troubleshoot/content-security-policy#content-security-policy
to my csp because I kept getting errors in client end debug console mentioning csp issues
this seemed to come after I updated the client build process to do a legacy and modern build but I'm not 100% sure about that
TODO: Docker HUB
if we can put AyaNova on Docker hub then many hosting providers have 1 click methods to instantiate it so that's a viable easy onroad for potential customers
e.g. digital ocean "app platform" https://www.digitalocean.com/products/app-platform/
also here separately https://marketplace.digitalocean.com/
Assuming has passed all testing
Plan pricing and sales strategy
What to do with licenses for v7 people
Another payment processor?
support bitcoin if possible as well
DONATE
Send a tip / buy a coffee link to the graphic designer who made the rabbit logo
https://pixabay.com/vectors/bunny-rabbit-wrench-repairs-154508/
coffee button top right
if I use it in release I should at least send them the small amount they get tipped
Send a tip / donate to the favicon generator guy
https://realfavicongenerator.net/
I broke it at one point by bringing down the site while it was checking ... oops.
Used it several times and should donate
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@@@@@@@@@@@@@@@ ROADMAP STAGE 10 - ROCKFISH / HOSTING BACKEND SELF SERVER READINESS
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DO server allocation, rockfish revamp to drive this part (or maybe it's an alternate app)
https://blog.digitalocean.com/its-all-about-the-bandwidth-why-many-network-intensive-services-select-digitalocean-as-their-cloud/?utm_medium=email&utm_source=do_newsletter&utm_campaign=04292020
https://www.youtube.com/watch?v=zZVoo5AbANI
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@@@@@@@@@@@@@@@ ROADMAP STAGE 11 - RELEASE SELF SERVE / HOSTING
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Fall of 2021 hopefully
links on website for sign up
marketing can begin in earnest
NOTE: HOSTING cases are all moved to priority 2 and most have "HOSTING" in the title tags
todo: Administration - Account
Down the road will need an Account page for seeing their account status in rental SAAS situation
Nothing to do here, it's an obvious one, just delete this later, it's to percolate in brain a bit
maybe under license
PLAIN TEXT EMAILS / ONBOARDING
https://blog.palabra.io/great-onboarding-plain-text
MARKETING
Analytics alternatives to Google:
https://news.ycombinator.com/item?id=24198329
Also very nice screen shot effect:
https://umami.is/
Created by:
dom96 2 hours ago [–]
Nice! Question for you, how did you make that nice 3D image on the front page with various screenshots overlaid over each other? :)
reply
mcao 2 hours ago [–]
It's all done in Photoshop. Just take screenshots, then transform, rotate, distort them to look flat. Then add some drop shadows for a 3d look.
reply
MUSIC TO ADD TO COLLECTION
BOC - cities on flame
MID CENTURY MODERN TUNES - https://www.allmusic.com/album/ultra-lounge-vol-14-bossa-novaville-mw0000024024
BUILD CHANGES OF NOTE
BUILD 116
- Work order Unit Contract: added code to handle Unit with contract on work order. Originally was going to apply automatically at server but this would cause many secondary issues, so instead opted to prompt user and set at client end instead.
see help docs for details
Note: you made a case for this case 114, please remove it once you confirm it's resolved (and any other "testing issue" cases that are resolved as well)
- Work order unit selection: added code to restrict the selection of Units to the current Work order selected customer but permit the "Add multiple units" by tag feature to allow *any* Customer's Units
which satisfies Scot at 4alarms dual requirements of needing to add multiple units at once based on some criteria (tags) and also add from any Customer's Units.
Also documented this in the work order help page which is just notes for now until I write out the proper documentation.
(note that if no customer is selected yet on the work order it defaults to presenting all units from all customers)
- Work order address "Select alternate address" feature for physical address now offers all Unit addresses for selection in addition to previous alternate address choices
- Customer -> Show all Units menu item implemented
- Workorderitemunit: added unit address fields to report data if needed to print independantly of workorder header address (case 583)
- Workorderitemscheduleduser: added "convert all to labor" menu option and implemented (case 1362)
- Work order: added CreatedDate field to work order header, it's not user editable and is set automatically by the server on creation
also changed the seeder data to ensure a wide range of created dates to show the feature in sample data
- Data Table filter / columns: added Interval / Duration type column and filters to go with it.
Now data tables can show durations in columns and filter / sort on them
Filters are limited to greater than or less than due to nature of this type of data which is very hard to match precisely due to millisecond differences
making equals or not equals useless for exact comparison. In addition these types of fields always have a value even if it's zero so they don't work with Has value / no Value either
Greater than and less than can be used to match any value desired by using two filters one greater one less and use of the OR or AND option as appropriate
- Workorder* main data tables: added "synthetic" Age field from work order header which shows age of work order from creation timestamp to current time (case 1908)
This is not an actual field, it only exists in the datatable lists
(by design shows minutes as the lowest resolution value even though the filter can be set for seconds for future other data tables where seconds might be relevant)
New feature might be a potential "sneak peek"
- WorkOrder* main data tables: added "Time to completion" time span field (case 1908) which is set upon a work order being saved as a "Completed" status and un set when a work order is set to a non "Completed" status
(Serially setting it to another completed status or vice versa does not affect the time to completion, only the first switch between completed and not completed states)
Also a new feature might be a potential sneak peek
- Seed data alt-language example users adjusted roles so that they can see all (non customer) areas of AyaNova to examine translations (BizAdmin and OpsAdmin covers everything)
- Seed data work orders now ensure that Units selected on work order belong to the same customer as the work order is for
- Seed data Loan item "Shadow Units" (case 3500)
seeds a Customer specifically to host Units that are shadow units of loan items "SHADOW_UNITS_CUSTOMER"
seeds each loan item with a corresponding shadow unit for service
seeds the default loan item list to show the shadow units
this is all to more easily illustrate how to use this feature for evaluators
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