History: Work_Custom_Pricing

View page Collapse Into Edit Sessions

Preview of version: 34

This profile is a showcase of how to setup trackers to allow defining work orders in one tracker, and linked them to billable tasks from another one, allowing to define a custom price aside of the guide and get some of the items selected summed in another field of tracker1. The tracker also demonstrates how item link field currently allows to create and link items in a second tracker on the fly and get them stored while adding the new item in the first tracker.

These pages will be created:

Some tracker items are created for the price guide to ease the usage of the system.

YAML
permissions: 
preferences:
 feature_trackers: y
 feature_search: y
 feature_search_fulltext: n
 feature_wiki_argvariable: y
 feature_syntax_highlighter: y
 feature_jquery_tablesorter: y
 unified_incremental_update: y
 wikiplugin_tabs: y
 wikiplugin_button: y
 wikiplugin_param: y
 wikiplugin_tracker: y
 wikiplugin_trackerlist: y
 wikiplugin_list: y
 trackerfield_dropdownother: y
 trackerfield_autoincrement: y
 trackerfield_currency: y
 trackerfield_dynamiclist: y
 trackerfield_math: y


Tracker 1: Work Orders

YAML
objects:
  - 
    type: tracker
    ref: work_orders
    data: 
      name: Work orders
      description: >
        This is where the work orders are stored
      sort_default_order: desc
      list_default_status: opc
      hide_list_empty_fields: y
      restrict_end: 0
      form_classes: 
      section_format: tab
      restrict_start: 0
      show: 
        - status
  - 
    type: tracker_field
    ref: work_orders_general
    data: 
      name: General
      permname: general
      tracker: $profileobject:work_orders$
      options: 
        level: 3
        toggle: o
      type: header
      order: 5
      flags: 
        - public
  - 
    type: tracker_field
    ref: work_orders_WOID
    data: 
      name: 'WO#'
      permname: woWOID
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
        autocomplete: n
        exact: n
      type: text_field
      order: 10
      flags: 
        - list
        - searchable
        - public
        - mandatory
  - 
    type: tracker_field
    ref: work_orders_name
    data: 
      name: Name
      permname: woName
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
      type: text_field
      order: 20
      flags: 
        - link
        - list
        - searchable
        - public
        - mandatory
  - 
    type: tracker_field
    ref: work_orders_status
    data: 
      name: Status
      permname: woStatus
      tracker: $profileobject:work_orders$
      options: 
        options: 
          - 0-Received from client
          - 0-Received from client
          - 1-Confirmed by us
          - 2-Assigned to Account Manager
          - 3-Bid by contractor
          - 4-Assigned to contractor
          - 5-Work done by contractor
          - 6-Work accepted by our company
          - 7-Invoice Received from Contractor
          - 8-Contractor Paid
          - 9-Client Invoiced
          - 10-Client payment received
      type: dropdown
      order: 30
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_workPrice
    data: 
      name: Work Price
      permname: woWorkPrice
      tracker: $profileobject:work_orders$
      options: 
        trackerId: $profileobject:work_order_line_items$
        displayFieldsList: 
          - $profileobject:work_order_line_items_workDescription$
          - $profileobject:work_order_line_items_contractorPricePerUnit$
          - $profileobject:work_order_line_items_overridePrice$
          - $profileobject:work_order_line_items_woliKeywords$
        displayFieldsListType: table
        status: opc
        addItems: Add
        preSelectFieldMethod: exact
        displayOneItem: multi
        selectMultipleValues: 1
        indexRemote: 
          - 0
      type: item_link
      order: 40
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_workPriceFinal
    data: 
      name: Work Price, final
      permname: woWorkPriceFinal
      tracker: $profileobject:work_orders$
      options: 
        calculation: |
          (add
            (for-each
              (list
                (split-list
                  (content woWorkPrice)
                  (separator ,)
                  (key id)
                )
              )
              (formula
                (tracker-field
                  (object "trackeritem" id)
                  (field woliOverridePrice)
                )
              )
            )
          )
        recalculate: save
      type: math
      order: 50
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_location
    data: 
      name: Location
      permname: location
      tracker: $profileobject:work_orders$
      options: 
        level: 3
        toggle: o
      type: header
      order: 60
      flags: 
        - public
  - 
    type: tracker_field
    ref: work_orders_address
    data: 
      name: Address
      permname: woAddress
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
      type: text_field
      order: 70
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_zipCode
    data: 
      name: Zip Code
      permname: woZipCode
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
      type: numeric
      order: 80
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_map
    data: 
      name: Map
      permname: woMap
      tracker: $profileobject:work_orders$
      options: 
        use_as_item_location: 1
        list_width: 200
        list_height: 200
        item_width: 500
        item_height: 400
        sourceFieldsList: 
          - >
            $profileobject:work_orders_address$
        sourceSearchEvent: indexalways
      type: map
      order: 100
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_otherInfos
    data: 
      name: Other infos
      permname: otherInfos
      tracker: $profileobject:work_orders$
      options: 
        level: 3
        toggle: o
      type: header
      order: 200
      flags: 
        - public
  - 
    type: tracker_field
    ref: work_orders_workOrderInstructions
    data: 
      name: work order instructions
      permname: woWorkOrderInstructions
      tracker: $profileobject:work_orders$
      options: 
        distinct: n
        wysiwyg: n
        samerow: 1
      type: text_area
      order: 210
      flags: 
        - public
  - 
    type: tracker_field
    ref: work_orders_estimatedCompletionDate
    data: 
      name: Estimated Completion Date
      permname: woEstimatedCompletionDate
      tracker: $profileobject:work_orders$
      options: 
        datetime: d
        blankdate: blank
      type: datetime
      order: 250
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_user
    data: 
      name: user
      permname: woUser
      tracker: $profileobject:work_orders$
      options: 
      type: user
      order: 300
      flags: 
        - public
  - 
    type: tracker_option
    ref: work_orders_sort_default_field
    data: 
      tracker: $profileobject:work_orders$
      name: sort_default_field
      value: >
        $profileobject:work_orders_WOID$
  - 
    type: tracker_option
    ref: work_orders_popup_fields
    data: 
      tracker: $profileobject:work_orders$
      name: popup_fields
      value: >
        $profileobject:work_orders_workOrderInstructions$


Tracker 2: Work Price Guide

YAML
objects: 
  - 
    type: tracker
    ref: work_price_guide
    data: 
      name: Work Price Guide
      description: 
      list_default_status: opc
      hide_list_empty_fields: y
      restrict_end: 0
      form_classes: 
      restrict_start: 0
  - 
    type: tracker_field
    ref: work_price_guide_workCategory
    data: 
      name: Work category
      permname: wpgWorkCategory
      tracker: $profileobject:work_price_guide$
      options: 
        options: 
          - |
            Appliance - remove
          - |
            Appliance - replace
          - Boarding
          - |
            Cap - dryer vent
          - |
            Cap - exposed drain
          - |
            Cap - exposed wire
          - |
            Cap - gas/water line
          - |
            Carpet - clean
          - |
            Clean - fireplace & chimney
          - |
            Clean - gutters
      type: dropdown
      order: 0
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_price_guide_workDescription
    data: 
      name: Work description
      permname: wpgWorkDescription
      tracker: $profileobject:work_price_guide$
      options: 
        samerow: 1
      type: text_field
      order: 10
      flags: 
        - link
        - list
        - public
        - mandatory
  - 
    type: tracker_field
    ref: work_price_guide_uM
    data: 
      name: U/M
      permname: wpgUM
      tracker: $profileobject:work_price_guide$
      options: 
        options: 
          - Unit
          - HRS
      type: dropdown
      order: 30
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_price_guide_contractorPricePerUnit
    data: 
      name: Contractor Price Per Unit
      permname: wpgContractorPricePerUnit
      tracker: $profileobject:work_price_guide$
      options: 
        samerow: 1
        size: 7
        locale: en_US.UTF-8
        currency: USD
        symbol: i
        all_symbol: 1
      type: currency
      order: 40
      flags: 
        - list
        - public
  - 
    type: tracker_option
    ref: work_price_guide_sort_default_field
    data: 
      tracker: $profileobject:work_price_guide$
      name: sort_default_field
      value: modification


Tracker 3: Work Order Line Items

YAML
objects: 
  - 
    type: tracker
    ref: work_order_line_items
    data: 
      name: Work Order Line Items
      description: 
      restrict_end: 0
      form_classes: 
      restrict_start: 0
  - 
    type: tracker_field
    ref: work_order_line_items_workDescription
    data: 
      name: Work description
      permname: woliWorkDescription
      tracker: $profileobject:work_order_line_items$
      options: 
        trackerId: $profileobject:work_price_guide$
        fieldId: $profileobject:work_price_guide_workDescription$
        displayFieldsList: 
          - 0
        displayFieldsListType: dropdown
        status: opc
        preSelectFieldMethod: exact
        displayOneItem: multi
        indexRemote: 
          - 0
      type: item_link
      order: 10
      flags: 
        - link
        - list
        - public
        - mandatory
  - 
    type: tracker_field
    ref: >
      work_order_line_items_contractorPricePerUnit
    data: 
      name: Contractor Price Per Unit
      permname: woliContractorPricePerUnit
      tracker: $profileobject:work_order_line_items$
      options: 
        trackerId: $profileobject:work_price_guide$
        filterFieldIdThere: $profileobject:work_price_guide_workDescription$
        filterFieldIdHere: >
          $profileobject:work_order_line_items_workDescription$
        listFieldIdThere: $profileobject:work_price_guide_contractorPricePerUnit$
        statusThere: opc
        hideBlank: 1
      type: item_list_dynamic
      order: 20
      flags: 
        - list
        - searchable
        - public
  - 
    type: tracker_field
    ref: work_order_line_items_overridePrice
    data: 
      name: Override Price
      permname: woliOverridePrice
      tracker: $profileobject:work_order_line_items$
      options: 
        samerow: 1
        size: 7
        locale: en_US.UTF-8
        currency: USD
        symbol: i
        all_symbol: 1
      type: currency
      order: 30
      flags: 
        - list
        - searchable
        - public
  - 
    type: tracker_field
    ref: work_order_line_items_units
    data: 
      name: Units
      permname: woliUnits
      tracker: $profileobject:work_order_line_items$
      options: 
        trackerId: $profileobject:work_order_line_items$
        filterFieldIdThere: $profileobject:work_price_guide_workDescription$
        filterFieldIdHere: >
          $profileobject:work_order_line_items_workDescription$
        listFieldIdThere: $profileobject:work_price_guide_uM$
        statusThere: opc
        hideBlank: 1
      type: item_list_dynamic
      order: 30
      flags: 
        - list
        - searchable
        - public
  - 
    type: tracker_field
    ref: work_order_line_items_woliKeywords
    data: 
      name: Override Reason (Keywords)
      permname: woliKeywords
      tracker: $profileobject:work_order_line_items$
      options: 
        samerow: 1
        autocomplete: n
        exact: n
      type: text_field
      order: 40
      description: >
        Free text to facilitate aggregating in a
        later stage the work items with
        overidden prices for a common reason
        (contractor, type of work, special
        promotion, etc.)
      flags: 
        - list
        - searchable
        - public
  - 
    type: tracker_option
    ref: work_order_line_items_sort_default_field
    data: 
      tracker: $profileobject:work_order_line_items$
      name: sort_default_field
      value: modification


Sample data

In Tracker1: Work orders

YAML
objects:
 -
  type: tracker_item
  ref: wo_001
  data:
   tracker: $Work_Custom_Pricing:work_orders
   status: open
   values:
    - [ $Work_Custom_Pricing:work_orders_WOID, 1 ]
    - [ $Work_Custom_Pricing:work_orders_name, "Check current status of the abandoned house ABC (The first Work Order: take pics, etc)" ]
    - [ $Work_Custom_Pricing:work_orders_status, "1-Confirmed by us" ]
 -
  type: tracker_item
  ref: wo_002
  data:
   tracker: $Work_Custom_Pricing:work_orders
   status: pending
   values:
    - [ $Work_Custom_Pricing:work_orders_WOID, 2 ]
    - [ $Work_Custom_Pricing:work_orders_name, "Clean the house MNO" ]
    - [ $Work_Custom_Pricing:work_orders_status, "0-Received from client" ]
 -
  type: tracker_item
  ref: wo_003
  data:
   tracker: $Work_Custom_Pricing:work_orders
   status: open
   values:
    - [ $Work_Custom_Pricing:work_orders_WOID, 3 ]
    - [ $Work_Custom_Pricing:work_orders_name, "Extend Garage of house XYZ" ]
    - [ $Work_Custom_Pricing:work_orders_status, "0-Received from client" ]


In Tracker2: Work Price Guide

YAML
objects:
 -
  type: tracker_item
  ref: wpg_001
  data:
   tracker: $Work_Custom_Pricing:work_price_guide
   status: open
   values:
    - [ $Work_Custom_Pricing:work_price_guide_workCategory, "Appliance - remove" ]
    - [ $Work_Custom_Pricing:work_price_guide_workDescription, "Remove old appliances from the abandoned house" ]
    - [ $Work_Custom_Pricing:work_price_guide_uM, "HRS" ]
    - [ $Work_Custom_Pricing:work_price_guide_contractorPricePerUnit, "10" ]
 -
  type: tracker_item
  ref: wpg_002
  data:
   tracker: $Work_Custom_Pricing:work_price_guide
   status: open
   values:
    - [ $Work_Custom_Pricing:work_price_guide_workCategory, "Carpet - clean" ]
    - [ $Work_Custom_Pricing:work_price_guide_workDescription, "Clear carpets of each room of the house" ]
    - [ $Work_Custom_Pricing:work_price_guide_uM, "HRS" ]
    - [ $Work_Custom_Pricing:work_price_guide_contractorPricePerUnit, "15" ]
 -
  type: tracker_item
  ref: wpg_003
  data:
   tracker: $Work_Custom_Pricing:work_price_guide
   status: open
   values:
    - [ $Work_Custom_Pricing:work_price_guide_workCategory, "Fix structures" ]
    - [ $Work_Custom_Pricing:work_price_guide_workDescription, "Fix wooden fence at the garden" ]
    - [ $Work_Custom_Pricing:work_price_guide_uM, "HRS" ]
    - [ $Work_Custom_Pricing:work_price_guide_contractorPricePerUnit, "8" ]



Wiki pages

Add a page to allow adding items, and the instructions page

This will include: Profile_Work_Custom_Pricing_page

YAML
instructions: Work Custom Pricing Instructions
preferences:
  enable: [ feature_wiki ]
objects:
  -
    type: wiki_page
    ref:  wcp_page
    data:
      name: Work Orders
      description: Interface to manage work orders
      lang: en
      content: wikicontent:Profile_Work_Custom_Pricing_page
  -
    type: wiki_page
    ref:  wcp_instructions_page
    data:
      name: Work Custom Pricing Instructions
      description: Instructions on how to use this profile
      lang: en
      content: wikicontent:Profile_Work_Custom_Pricing_instructions_page


History

Information Version
Thu 06 of Oct, 2016 10:56 GMT-0000 Xavier de Pedro added menu page 35
Thu 06 of Oct, 2016 10:15 GMT-0000 Xavier de Pedro typo 34
Thu 06 of Oct, 2016 10:14 GMT-0000 Xavier de Pedro removed bad ref to work_order_line_items_woliWorkDescription (woli not needed there) thanks kroky6 33
Fri 30 of Sep, 2016 14:45 GMT-0000 Xavier de Pedro added fancytable to the profile since it's reused by item link now 32
Fri 30 of Sep, 2016 10:57 GMT-0000 Xavier de Pedro added units to work order line items tracker 31
Thu 29 of Sep, 2016 10:35 GMT-0000 Xavier de Pedro added work_order_line_items_woliKeywords 30
Fri 23 of Sep, 2016 14:57 GMT-0000 Xavier de Pedro added header sections for tabbed display 29
Fri 23 of Sep, 2016 14:46 GMT-0000 Xavier de Pedro fixed instructions page name 28
Fri 23 of Sep, 2016 14:44 GMT-0000 Xavier de Pedro added instructions page 27
Fri 23 of Sep, 2016 14:39 GMT-0000 Xavier de Pedro added instructions page 26
Fri 23 of Sep, 2016 14:12 GMT-0000 Xavier de Pedro a few tweaks 25
Fri 23 of Sep, 2016 14:01 GMT-0000 Xavier de Pedro added codemirror 24
Fri 23 of Sep, 2016 13:43 GMT-0000 Xavier de Pedro wo to wpg in sample data 23
Fri 23 of Sep, 2016 13:42 GMT-0000 Xavier de Pedro oups 22
Fri 23 of Sep, 2016 13:40 GMT-0000 Xavier de Pedro renamed references to permnames as reference names 21
Fri 23 of Sep, 2016 13:36 GMT-0000 Xavier de Pedro added wo status in the sample data 20
Fri 23 of Sep, 2016 13:23 GMT-0000 Xavier de Pedro added 3 items of tracker price guide 19
Fri 23 of Sep, 2016 13:16 GMT-0000 Xavier de Pedro resorted fields 18
Fri 23 of Sep, 2016 13:13 GMT-0000 Xavier de Pedro removed extra siteadress 17
Fri 23 of Sep, 2016 09:27 GMT-0000 Xavier de Pedro updated formula with right permnames 16
Fri 23 of Sep, 2016 09:21 GMT-0000 Xavier de Pedro fixed locale also in the other tracker 15
Fri 23 of Sep, 2016 09:15 GMT-0000 Xavier de Pedro fixed default locale 14
Fri 23 of Sep, 2016 09:09 GMT-0000 Xavier de Pedro cleared wrong data 13
Fri 23 of Sep, 2016 09:08 GMT-0000 Xavier de Pedro added prefs for a few other fields needed 12
Fri 23 of Sep, 2016 09:05 GMT-0000 Xavier de Pedro added pref for math 11