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History: Work_Custom_Pricing

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Preview of version: 7

This profile is a showcase of how to setup trackers to allow defining work orders in one tracker, and linked them to billable tasks frmo 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.

This page 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
 unified_incremental_update: y
 wikiplugin_tabs: y
 wikiplugin_trackerlist: y
 wikiplugin_list: y
 trackerfield_dropdownother: y
 instructions: Profile_Work_Custom_Pricing_Instructions_page


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_WOID
    data: 
      name: 'WO#'
      permname: woWOID
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
        autocomplete: n
        exact: n
      type: text_field
      order: 0
      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 A.M.
          - 3-Bid by contractor
          - 4-Assigned to contractor
          - 5-Work done by contractor
          - 6-Work accepted by PPM
          - 7-Invoice Received from Contractor
          - 8-Contractor Paid
          - 9-Client Invoiced
          - 10-Client payment received
      type: dropdown
      order: 10
      flags: 
        - list
        - 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: 50
      flags: 
        - link
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_address
    data: 
      name: Address
      permname: woAddress
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
      type: text_field
      order: 90
      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: 100
      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: 
          - >
            $profileobject:work_orders_SITEADDRESS$
        sourceSearchEvent: indexalways
      type: map
      order: 110
      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: 
          - $profileobject:work_order_line_items_workDescription$
          - $profileobject:work_order_line_items_contractorPricePerUnit$
          - $profileobject:work_order_line_items_overridePrice$
        displayFieldsListType: table
        status: opc
        addItems: Add
        preSelectFieldMethod: exact
        displayOneItem: multi
        selectMultipleValues: 1
        indexRemote: 
          - 0
      type: item_link
      order: 130
      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 workPrice)
          (separator ,)
          (key id)
          )
          )
          (formula
          (tracker-field
          (object "trackeritem" id)
          (field overridePrice)
          )
          )
          )
          )
        recalculate: save
      type: math
      order: 140
      flags: 
        - list
        - public
  - 
    type: tracker_field
    ref: work_orders_name
    data: 
      name: Name
      permname: woName
      tracker: $profileobject:work_orders$
      options: 
        samerow: 1
      type: text_field
      order: 190
      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_SITEADDRESS
    data: 
      name: ADDRESS
      permname: woSITEADDRESS
      tracker: $profileobject:work_orders$
      options: 
        height: 2
        distinct: n
        wysiwyg: n
        samerow: 1
      type: text_area
      order: 230
      flags: 
        - list
        - searchable
        - public
  - 
    type: tracker_field
    ref: work_orders_user
    data: 
      name: user
      permname: woUser
      tracker: $profileobject:work_orders$
      options: 
      type: user
      order: 310
      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: 
          - EA
          - SF
          - LF
          - CBYD
          - HRS
          - Per 1000SF
      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
        currency: USD
        symbol: n
      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: $profileobject:wpgWorkDescription$
        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: $profileobject:wpgWorkDescription$
        filterFieldIdHere: >
          $profileobject:work_order_line_items_workDescription$
        listFieldIdThere: $profileobject:wpgContractorPricePerUnit$
        statusThere: opc
        hideBlank: 1
      type: item_list_dynamic
      order: 20
      flags: 
        - 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
        currency: USD
        symbol: n
      type: currency
      order: 30
      flags: 
        - 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


YAML
objects:
 -
  type: tracker_item
  ref: event_001
  data:
   tracker: $Work_Custom_Pricing:wcp_work_orders
   status: open
   values:
    - [ $Work_Custom_Pricing:wcp_summary, "Welcome Party" ]
    - [ $Work_Custom_Pricing:wcp_location, hall (100 seats) ]
 -
  type: tracker_item
  ref: event_002
  data:
   tracker: $Work_Custom_Pricing:wcp_work_orders
   status: pending
   values:
    - [ $Work_Custom_Pricing:wcp_summary, "Welcome Party" ]
    - [ $Work_Custom_Pricing:wcp_location, hall (100 seats) ] -
  type: tracker_item
  ref: event_003
  data:
   tracker: $Work_Custom_Pricing:wcp_work_orders
   status: open
   values:
    - [ $Work_Custom_Pricing:wcp_summary, "Welcome Party" ]
    - [ $Work_Custom_Pricing:wcp_location, hall (100 seats) ]




Add a page to allow adding items


This will include: Profile_Work_Custom_Pricing_page

YAML
instructions: Work_Custom_Pricing
preferences:
  enable: [ feature_wiki ]
objects:
  -
    type: wiki_page
    ref:  wcp_page
    data:
      name: Work_Custom_Pricing
      description: Interface to manage work orders
      lang: en
      content: wikicontent:Profile_Work_Custom_Pricing_page


History

Advanced
Information Version
Tue 14 of Feb, 2023 04:26 GMT-0000 Marc Laporte Profile tester reported There were some errors while trying to load the profile definition Could not parse YAML in profile: "Duplicate key "ajax_inline_edit" detected at line 29 (near "ajax_inline_edit: y")." 110
Tue 14 of Feb, 2023 02:54 GMT-0000 Marc Laporte Broken here: https://tikiwiki.gitlab.io/ci-helpers/tiki-profiles-tester/ 109
Wed 10 of Jul, 2019 09:22 GMT-0000 Xavi (as xavidp - admin) added profile_autoapprove_wikiplugins 108
Wed 10 of Jul, 2019 09:17 GMT-0000 Xavi (as xavidp - admin) plugin jq was used 107
Wed 10 of Jul, 2019 08:40 GMT-0000 Xavi (as xavidp - admin) full path of image to allow display from remote tiki profiles control panel 106
Wed 10 of Jul, 2019 08:39 GMT-0000 Xavi (as xavidp - admin) replaced $profileobject:work_orders_AutoSyncUsers$ with work_orders_AutoSyncUsers_ID to prevent circular reference and profile application failing 105
Sun 07 of Jul, 2019 18:18 GMT-0000 Xavier de Pedro added screenshot 104
Mon 28 of Nov, 2016 13:31 GMT-0000 Xavier de Pedro fixed positions 103
Mon 28 of Nov, 2016 13:28 GMT-0000 Xavier de Pedro typo 102
Mon 28 of Nov, 2016 13:26 GMT-0000 Xavier de Pedro fixed referencs in formula to auxotsyncuserowners between trackers 101
Mon 28 of Nov, 2016 13:23 GMT-0000 Xavier de Pedro added a few fields in trakcer woli, plus field to autosyncowners 100
Fri 04 of Nov, 2016 01:32 GMT-0000 Marc Laporte typo 99
Wed 26 of Oct, 2016 11:58 GMT-0000 Xavier de Pedro added inline edit to the profile 98
Tue 25 of Oct, 2016 13:22 GMT-0000 Xavier de Pedro fixed object perms for staff, clients and contractors 97
Tue 25 of Oct, 2016 13:15 GMT-0000 Xavier de Pedro added perms global local to test issues in show instances so far 96
Tue 25 of Oct, 2016 13:06 GMT-0000 Xavier de Pedro added itemslist 95
Tue 25 of Oct, 2016 10:11 GMT-0000 Xavier de Pedro added local perm for staff to edit his own homepage for the pivot table to work and test local perm but not global issue 94
Tue 25 of Oct, 2016 09:51 GMT-0000 Xavier de Pedro added a couple extra plugins 93
Sat 22 of Oct, 2016 22:43 GMT-0000 Xavier de Pedro minor extra info 92
Sat 22 of Oct, 2016 22:40 GMT-0000 Xavier de Pedro typo 91
Fri 21 of Oct, 2016 21:43 GMT-0000 Xavier de Pedro converted user seleectro in tracker woli to items_list get the data from the corresponding tracker item in WO with the same work order number 90
Fri 21 of Oct, 2016 20:10 GMT-0000 Xavier de Pedro added staff1 or 2 to each default WO tracker item to allow them to edit the corresponding tracker items. 89
Fri 21 of Oct, 2016 20:08 GMT-0000 Xavier de Pedro added default values for woUSers multiple select, make one tracker item as closed, and new woStatus 88
Fri 21 of Oct, 2016 17:27 GMT-0000 Xavier de Pedro added new options for tracker work order to allow a creator to modify his/her items 87
Fri 21 of Oct, 2016 17:22 GMT-0000 Xavier de Pedro added wo users as multiple selction and autoassign as creator for the special permissions to be applicable later on. 86