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.
This will include: Profile_Work_Custom_Pricing_page
These pages will be created:
- Profile_Work_Custom_Pricing_page
- Profile_Work_Custom_Pricing_clients_homepage
- Profile_Work_Custom_Pricing_contractors_homepage
- Profile_Work_Custom_Pricing_instructions_page
- Profile_Work_Custom_Pricing_menupage_include
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 feature_fullscreen: y ajax_inline_edit: y ajax_inline_edit_trackerlist: y unified_incremental_update: y wikiplugin_tabs: y wikiplugin_button: y wikiplugin_param: y wikiplugin_tracker: y wikiplugin_trackerlist: y wikiplugin_list: y wikiplugin_listexecute: y wikiplugin_pivottable: y wikiplugin_jq: y trackerfield_dropdownother: y trackerfield_autoincrement: y trackerfield_currency: y trackerfield_dynamiclist: y trackerfield_itemslist: y trackerfield_math: y useGroupHome: y limitedGoGroupHome: y profile_autoapprove_wikiplugins: y
File Gallery
To store images associated with the tasks performed to reclaim the price for the work done.YAML
objects: - type: file_gallery ref: work_orders_fgal_id data: name: Images from Work Orders done description: Images from the tasks performed associated to Work Orders. owner: admin archives: 0 flags: [ public, visible, lockable ] column: [ icon, name, created, creator, files ] image_max_size_x: 800 image_max_size_y: 600
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 allow: - user_see_own - creator_modification 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: 15 flags: - link - list - searchable - public - mandatory - type: tracker_field ref: work_orders_users data: name: WO Users permname: woUsers tracker: $profileobject:work_orders$ options: autoassign: 1 multiple: 1 groupIds: - 0 canChangeGroupIds: - 0 type: user order: 20 description: > Field needed to select the specific client that requested the job and specific contractor that has been assigned to do the job, so that special permissions can be granted to those users to see this Work Order. visby: - Staff editby: flags: - list - searchable - public - type: tracker_field ref: work_orders_AutoSyncUsers data: name: Auto sync users permname: woAutoSyncUsers tracker: $profileobject:work_orders$ options: wikiparse: 1 max: 1000 type: static order: 25 description: | {JQ()} var user_fields = ['$profileobject:work_orders_client$', '$profileobject:work_orders_contractor$']; $.map(user_fields, function(f){ $('#user_selector_'+f).change(function(sel){ var users = []; jQuery.map(user_fields, function(f){ users = users.concat($('#user_selector_'+f).val()); }); $('#user_selector_$profileobject:work_orders_users$').val(users); $('input[name="ins_$profileobject:work_orders_workPrice$[]"]').map(function(i,el){ $.ajax({ type: 'POST', url: 'tiki-ajax_services.php', dataType: 'json', data: { controller: 'tracker', action: 'update_item', trackerId: $profileobject:work_order_line_items$, itemId: $(el).val(), ins_$profileobject:work_order_line_items_BatchStatus$: 1 } }); }); }); }); $('#user_selector_$profileobject:work_orders_users$').closest('.form-group').hide(); $('#trackerinput_work_orders_AutoSyncUsers_ID').closest('.form-group').hide(); {JQ} visby: editby: descparsed: y flags: - list - public - type: tracker_field ref: work_orders_client data: name: Requested by (Client) permname: woClient tracker: $profileobject:work_orders$ options: groupIds: - 0 canChangeGroupIds: - 0 type: user order: 30 visby: editby: flags: - list - searchable - public - 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 - 11-Postponed until further notice type: dropdown order: 40 flags: - list - searchable - public - type: tracker_field ref: work_orders_contractor data: name: Assigned to (Contractor) permname: woContractor tracker: $profileobject:work_orders$ options: groupIds: - 0 canChangeGroupIds: - 0 type: user order: 50 visby: editby: flags: - list - searchable - 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: - $profileobject:work_order_line_items_WO$ - $profileobject:work_order_line_items_WorkDescription$ - $profileobject:work_order_line_items_QtyBid$ - $profileobject:work_order_line_items_Units$ - $profileobject:work_order_line_items_Client$ - $profileobject:work_order_line_items_ClientPricePerUnit$ - $profileobject:work_order_line_items_OverridePriceForClient$ - $profileobject:work_order_line_items_KeywordsClient$ - $profileobject:work_order_line_items_Contractor$ - $profileobject:work_order_line_items_ContractorPricePerUnit$ - $profileobject:work_order_line_items_OverridePriceForContractor$ - $profileobject:work_order_line_items_KeywordsContractor$ displayFieldsListType: table status: opc addItems: Add preSelectFieldHere: $profileobject:work_orders_WOID$ preSelectFieldThere: $profileobject:work_order_line_items_WO$ preSelectFieldMethod: crossSelect displayOneItem: multi selectMultipleValues: 1 indexRemote: - 0 type: item_link order: 60 flags: - public - type: tracker_field ref: work_orders_workPriceFinalForClient data: name: Work Price, final (Client) permname: woWorkPriceFinalForClient tracker: $profileobject:work_orders$ options: calculation: | (add (for-each (list (split-list (content woWorkPrice) (separator ,) (key id) ) ) (formula (tracker-field (object "trackeritem" id) (field woliTotalPriceForClient) ) ) ) ) recalculate: save type: math order: 70 flags: - list - searchable - public - type: tracker_field ref: work_orders_workPriceFinalForContractor data: name: Work Price, final (Contractor) permname: woWorkPriceFinalForContractor tracker: $profileobject:work_orders$ options: calculation: | (add (for-each (list (split-list (content woWorkPrice) (separator ,) (key id) ) ) (formula (tracker-field (object "trackeritem" id) (field woliTotalPriceForContractor) ) ) ) ) recalculate: save type: math order: 80 flags: - list - searchable - public - type: tracker_field ref: work_orders_location data: name: Location permname: woLocation tracker: $profileobject:work_orders$ options: level: 3 toggle: o type: header order: 90 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: 100 flags: - public - searchable - type: tracker_field ref: work_orders_zipCode data: name: Zip Code permname: woZipCode tracker: $profileobject:work_orders$ options: samerow: 1 type: numeric order: 110 flags: - public - searchable - 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: save type: map order: 120 flags: - public - type: tracker_field ref: work_orders_otherInfos data: name: Other infos permname: woOtherInfos 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 - searchable - 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_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 - Garden work 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: 20 flags: - list - searchable - public - type: tracker_field ref: work_price_guide_clientPricePerUnit data: name: Price Per Unit (Client) permname: wpgClientPricePerUnit 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: 30 description: > What you will get paid by your client for the work to do once done (that you subcontracted to a Contractor) flags: - list - public - type: tracker_field ref: work_price_guide_contractorPricePerUnit data: name: Price Per Unit (Contractor) 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 description: > What you will pay the contractor for the work done (subcontracted to them, based on the request of your client) 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: > Bid/Completion Notes (Work Order Line Items) description: restrict_end: 0 form_classes: section_format: tab restrict_start: 0 - type: tracker_field ref: > work_order_line_items_WorkInfo data: name: Work Info permname: woliWorkInfo tracker: > $profileobject:work_order_line_items$ options: level: 2 toggle: o type: header order: 0 flags: - public - type: tracker_field ref: > work_order_line_items_WO data: name: WO permname: woliWO tracker: > $profileobject:work_order_line_items$ options: samerow: 1 dec_point: . thousands: , type: numeric order: 10 flags: - list - searchable - public - 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: 20 flags: - link - list - searchable - public - mandatory - type: tracker_field ref: > work_order_line_items_BidInfo data: name: Bid Info permname: woliBidInfo tracker: > $profileobject:work_order_line_items$ options: level: 2 toggle: o type: header order: 30 flags: - public - type: tracker_field ref: > work_order_line_items_Units data: name: Units permname: woliUnits tracker: > $profileobject:work_order_line_items$ options: trackerId: $profileobject:work_price_guide$ 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: 40 flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_QtyBid data: name: Qty (Bid) permname: woliQtyBid tracker: > $profileobject:work_order_line_items$ options: samerow: 1 dec_point: . thousands: , type: numeric order: 50 flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_ClientSide data: name: ...Client Side permname: woliClientSide tracker: > $profileobject:work_order_line_items$ options: level: 3 toggle: o type: header order: 60 visby: - Clients - Staff editby: - Staff flags: - public - type: tracker_field ref: > work_order_line_items_Client data: name: Requested by (Client) permname: woliClient tracker: > $profileobject:work_order_line_items$ options: trackerId: $profileobject:work_orders$ fieldIdThere: $profileobject:work_orders_WOID$ fieldIdHere: > $profileobject:work_order_line_items_WO$ displayFieldIdThere: - $profileobject:work_orders_client$ status: opc type: item_list order: 70 visby: - Clients - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_ClientPricePerUnit data: name: Price Per Unit (Client) permname: woliClientPricePerUnit 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: $profileobject:work_price_guide_clientPricePerUnit$ statusThere: opc hideBlank: 1 type: item_list_dynamic order: 80 visby: - Clients - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_OverridePriceForClient data: name: Override Price/U (Client) permname: woliOverridePriceForClient 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: 90 visby: - Clients - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_TotalPriceForClient data: name: Total Price (Client) permname: woliTotalPriceForClient tracker: > $profileobject:work_order_line_items$ options: calculation: > (mul woliQtyBid woliOverridePriceForClient) recalculate: save type: math order: 100 visby: - Clients - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_KeywordsClient data: name: Bid Comments (Client) permname: woliKeywordsClient tracker: > $profileobject:work_order_line_items$ options: samerow: 1 autocomplete: n exact: n type: text_field order: 110 visby: - Clients - Staff editby: - Staff description: > Reason to Override for Client (Keywords), i.e. free text to facilitate aggregating in a later stage the work items with overidden prices to Clients due to a common reason (client, type of work, special promotion, etc.) flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_ContractorSide data: name: ...Contractor Side permname: woliContractorSide tracker: > $profileobject:work_order_line_items$ options: level: 3 toggle: o type: header order: 120 visby: - Contractors - Staff editby: - Staff flags: - public - type: tracker_field ref: > work_order_line_items_Contractor data: name: Assigned to (Contractor) permname: woliContractor tracker: > $profileobject:work_order_line_items$ options: trackerId: $profileobject:work_orders$ fieldIdThere: $profileobject:work_orders_WOID$ fieldIdHere: > $profileobject:work_order_line_items_WO$ displayFieldIdThere: - $profileobject:work_orders_contractor$ status: opc type: item_list order: 130 visby: - Contractors - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_ContractorPricePerUnit data: name: Price Per Unit (Contractor) 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: 140 visby: - Contractors - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_OverridePriceForContractor data: name: Override Price/U (Contractor) permname: woliOverridePriceForContractor 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: 150 visby: - Contractors - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_TotalPriceForContractor data: name: Total Price (Contractor) permname: woliTotalPriceForContractor tracker: > $profileobject:work_order_line_items$ options: calculation: > (mul woliQtyBid woliOverridePriceForContractor) recalculate: save type: math order: 160 visby: - Contractors - Staff editby: - Staff flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_KeywordsContractor data: name: Bid Comments (Contractor) permname: woliKeywordsContractor tracker: > $profileobject:work_order_line_items$ options: samerow: 1 autocomplete: n exact: n type: text_field order: 170 visby: - Contractors - Staff editby: - Staff description: > Reason to Override for Contractor (Keywords), i.e. free text to facilitate aggregating in a later stage the work items with overidden prices to Contractors due to a common reason (contractor, type of work, special promotion, etc.) flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_CompletionInfo data: name: Completion Info permname: woliCompletionInfo tracker: > $profileobject:work_order_line_items$ options: level: 2 toggle: o type: header order: 180 flags: - public - type: tracker_field ref: > work_order_line_items_QtyCompleted data: name: Qty (Completed) permname: woliQtyCompleted tracker: > $profileobject:work_order_line_items$ options: samerow: 1 dec_point: . thousands: , type: numeric order: 190 flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_CommentsCompletion data: name: Comments (Completion) permname: woliCommentsCompletion tracker: > $profileobject:work_order_line_items$ options: distinct: n wysiwyg: n samerow: 1 type: text_area order: 200 flags: - list - searchable - public - type: tracker_field ref: > work_order_line_items_Photos data: name: ...Photos permname: woliPhotos tracker: > $profileobject:work_order_line_items$ options: level: 3 toggle: o type: header order: 210 flags: - public - type: tracker_field ref: > work_order_line_items_PhotosBefore data: name: Photos Before permname: woliPhotosBefore tracker: > $profileobject:work_order_line_items$ options: galleryId: $profileobject:work_orders_fgal_id$ displayMode: img replace: n uploadInModal: y image_x: 640 image_y: 480 type: files order: 220 flags: - list - public - type: tracker_field ref: > work_order_line_items_PhotosDuring data: name: Photos During permname: woliPhotosDuring tracker: > $profileobject:work_order_line_items$ options: galleryId: $profileobject:work_orders_fgal_id$ displayMode: img replace: n uploadInModal: y image_x: 820 image_y: 620 type: files order: 230 flags: - list - public - type: tracker_field ref: > work_order_line_items_PhotosAfter data: name: Photos After permname: woliPhotosAfter tracker: > $profileobject:work_order_line_items$ options: galleryId: $profileobject:work_orders_fgal_id$ displayMode: img replace: n uploadInModal: y type: files order: 240 flags: - list - public - type: tracker_field ref: > work_order_line_items_MirrorWOUsers data: name: Mirror WO Users permname: woliMirrorWOUsers tracker: > $profileobject:work_order_line_items$ options: trackerId: $profileobject:work_orders$ fieldIdThere: $profileobject:work_orders_WOID$ fieldIdHere: > $profileobject:work_order_line_items_WO$ displayFieldIdThere: - $profileobject:work_orders_users$ status: opc type: item_list order: 250 visby: editby: flags: - list - public - type: tracker_field ref: > work_order_line_items_users data: name: Users permname: woliUsers tracker: > $profileobject:work_order_line_items$ options: autoassign: 1 multiple: 1 groupIds: - 0 canChangeGroupIds: - 0 type: user order: 260 description: > Item owners with the right to edit the information of the item. Mainly the contractor assigned to do the job, so that they can edit the item to add their bid visby: editby: flags: - list - public - type: tracker_field ref: > work_order_line_items_BatchStatus data: name: Batch Status permname: woliBatchStatus tracker: > $profileobject:work_order_line_items$ options: options: - | 1=1 - Unprocessed - | 1=1 - Unprocessed - | 2=2 - Item Owners Sync'ed type: dropdown_other order: 270 visby: editby: flags: - list - 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
Modules
YAML
objects: - type: module ref: module_menupage_wcp data: name: menupage params: pagemenu: $wcp_menupage_include groups: - Anonymous - Registered order: 2 position: left
Groups
Create a group "Clients" which has permission to view some fields related to them, but not visible by others. The other group "Contractors" will have the tracker field permission to see the other fields corresponding to them also, but not to Clients. And "Staff" will be able to edit the Work Orders and assign it to Contractors.YAML
permissions: Staff: home: $profileobject:wcp_page$ description: Employees of your company to handle the data. They will assign work orders fro clients to contractors allow: - edit - view include: [ Registered ] objects: - type: tracker id: $profileobject:work_orders$ allow: - list_trackers - view_trackers - view_trackers_pending - view_trackers_closed - modify_tracker_items - modify_tracker_items_pending - modify_tracker_items_closed - type: tracker id: $profileobject:work_price_guide$ allow: - list_trackers - view_trackers - view_trackers_pending - view_trackers_closed - modify_tracker_items - modify_tracker_items_pending - modify_tracker_items_closed - type: tracker id: $profileobject:work_order_line_items$ allow: - create_tracker_items - list_trackers - view_trackers - view_trackers_pending - view_trackers_closed - modify_tracker_items - modify_tracker_items_pending - modify_tracker_items_closed Clients: home: $profileobject:wcp_clients_homepage$ description: Clients of your company. They will assign work orders to you to be done (by you or your contractors) allow: include: [ Registered ] objects: - type: tracker id: $profileobject:work_orders$ allow: - create_tracker_items - list_trackers - view_trackers - view_trackers_pending - view_trackers_closed - type: tracker id: $profileobject:work_price_guide$ allow: - list_trackers - view_trackers - type: tracker id: $profileobject:work_order_line_items$ allow: - create_tracker_items - list_trackers - view_trackers - view_trackers_pending - view_trackers_closed - type: wiki_page id: $profileobject:wcp_page$ allow: - type: wiki_page id: $profileobject:wcp_clients_homepage$ allow: - edit - view Contractors: home: $profileobject:wcp_contractors_homepage$ description: Members of the companies you request some work to be done associated with the Work Orders that you have received by your Clients. allow: include: [ Registered ] objects: - type: tracker id: $profileobject:work_orders$ allow: - list_trackers - view_trackers - modify_tracker_items - modify_tracker_items_pending - type: tracker id: $profileobject:work_price_guide$ allow: - list_trackers - view_trackers - type: tracker id: $profileobject:work_order_line_items$ allow: - list_trackers - view_trackers - modify_tracker_items - modify_tracker_items_pending - type: wiki_page id: $profileobject:wcp_contractors_homepage$ allow: - edit - view
Users
Add a user to the group MembersYAML
objects: - type: user data: name: staff1 pass: staff1 email: staff1@example.com change: n groups: [ Staff ] - type: user data: name: client1 pass: client1 email: client1@example.com change: n groups: [ Clients ] - type: user data: name: client2 pass: client2 email: client2@example.com change: n groups: [ Clients ] - type: user data: name: contractorA pass: contractorA email: contractorA@example.com change: n groups: [ Contractors ] - type: user data: name: contractorB pass: contractorB email: contractorB@example.com change: n groups: [ Contractors ]
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" ] - [ $Work_Custom_Pricing:work_orders_address, "Avinguda de Vallcarca, 118. Barcelona. Spain" ] - [ $Work_Custom_Pricing:work_orders_users, "client1, contractorA, staff1" ] - [ $Work_Custom_Pricing:work_orders_client, client1 ] - [ $Work_Custom_Pricing:work_orders_contractor, contractorA ] - 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 (from corruption)" ] - [ $Work_Custom_Pricing:work_orders_status, "0-Received from client" ] - [ $Work_Custom_Pricing:work_orders_address, "Calle de Génova, 13, 28004 Madrid" ] - [ $Work_Custom_Pricing:work_orders_users, "client1, contractorB, staff1" ] - [ $Work_Custom_Pricing:work_orders_client, client1 ] - [ $Work_Custom_Pricing:work_orders_contractor, contractorB ] - type: tracker_item ref: wo_003 data: tracker: $Work_Custom_Pricing:work_orders status: closed values: - [ $Work_Custom_Pricing:work_orders_WOID, 3 ] - [ $Work_Custom_Pricing:work_orders_name, "Extend Rurban Gardens near the farm house XYZ" ] - [ $Work_Custom_Pricing:work_orders_status, "11-Postponed until further notice" ] - [ $Work_Custom_Pricing:work_orders_address, "Can Masdéu, 08035 Barcelona" ] - [ $Work_Custom_Pricing:work_orders_users, "client2, contractorA, staff2" ] - [ $Work_Custom_Pricing:work_orders_client, client2 ] - [ $Work_Custom_Pricing:work_orders_contractor, contractorA ] - type: tracker_item ref: wo_004 data: tracker: $Work_Custom_Pricing:work_orders status: open values: - [ $Work_Custom_Pricing:work_orders_WOID, 4 ] - [ $Work_Custom_Pricing:work_orders_name, "Clean the Central Bank Office from Speculation as warned by the 'Occupy the Street' movement" ] - [ $Work_Custom_Pricing:work_orders_status, "0-Received from client" ] - [ $Work_Custom_Pricing:work_orders_address, "Can Masdéu, 08035 Barcelona" ] - [ $Work_Custom_Pricing:work_orders_users, "client2, contractorB, staff2" ] - [ $Work_Custom_Pricing:work_orders_client, client2 ] - [ $Work_Custom_Pricing:work_orders_contractor, contractorB ]
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_clientPricePerUnit, "20" ] - [ $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_clientPricePerUnit, "30" ] - [ $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_clientPricePerUnit, "16" ] - [ $Work_Custom_Pricing:work_price_guide_contractorPricePerUnit, "8" ]
In Tracker3: Work Order Line Items
YAML
objects: - type: tracker_item ref: woli_001 data: tracker: $Work_Custom_Pricing:work_order_line_items status: open values: - [ $Work_Custom_Pricing:work_order_line_items_WO, 1 ] - [ $Work_Custom_Pricing:work_order_line_items_WorkDescription, $Work_Custom_Pricing:wpg_002 ] - [ $Work_Custom_Pricing:work_order_line_items_Units, $Work_Custom_Pricing:wpg_002 ] - [ $Work_Custom_Pricing:work_order_line_items_ClientPricePerUnit, $Work_Custom_Pricing:wpg_002 ] - [ $Work_Custom_Pricing:work_order_line_items_QtyBid, 5 ] - [ $Work_Custom_Pricing:work_order_line_items_Client, client1 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForClient, "28" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsClient, "lower price after delay" ] - [ $Work_Custom_Pricing:work_order_line_items_Contractor, contractorA ] - [ $Work_Custom_Pricing:work_order_line_items_ContractorPricePerUnit, $Work_Custom_Pricing:wpg_002 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForContractor, "16" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsContractor, "special deal 2016 Fall" ] - type: tracker_item ref: woli_002 data: tracker: $Work_Custom_Pricing:work_order_line_items status: open values: - [ $Work_Custom_Pricing:work_order_line_items_WO, 1 ] - [ $Work_Custom_Pricing:work_order_line_items_WorkDescription, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_Units, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_ClientPricePerUnit, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_QtyBid, 2 ] - [ $Work_Custom_Pricing:work_order_line_items_Client, client1 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForClient, "15" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsClient, "lower price after delay" ] - [ $Work_Custom_Pricing:work_order_line_items_Contractor, contractorA ] - [ $Work_Custom_Pricing:work_order_line_items_ContractorPricePerUnit, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForContractor, "10" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsContractor, "friends" ] - type: tracker_item ref: woli_003 data: tracker: $Work_Custom_Pricing:work_order_line_items status: open values: - [ $Work_Custom_Pricing:work_order_line_items_WO, 2 ] - [ $Work_Custom_Pricing:work_order_line_items_WorkDescription, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_Units, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_ClientPricePerUnit, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_QtyBid, 8 ] - [ $Work_Custom_Pricing:work_order_line_items_Client, client1 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForClient, "12" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsClient, "campaign to get more clients" ] - [ $Work_Custom_Pricing:work_order_line_items_Contractor, contractorB ] - [ $Work_Custom_Pricing:work_order_line_items_ContractorPricePerUnit, $Work_Custom_Pricing:wpg_003 ] - [ $Work_Custom_Pricing:work_order_line_items_OverridePriceForContractor, "7" ] - [ $Work_Custom_Pricing:work_order_line_items_KeywordsContractor, "adjusted prices during campaign to get more clients" ]
Wiki pages
Add a page to allow adding items, and the instructions pageThis 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: Homepage for Staff description: Interface to manage all work orders lang: en mode: create_or_update content: wikicontent:Profile_Work_Custom_Pricing_page - type: wiki_page ref: wcp_clients_homepage data: name: Homepage for Clients description: Interface to manage your work orders (requested) lang: en mode: create_or_update content: wikicontent:Profile_Work_Custom_Pricing_clients_homepage - type: wiki_page ref: wcp_contractors_homepage data: name: Homepage for Contractors description: Interface to manage your work orders (Assigned to do) lang: en mode: create_or_update content: wikicontent:Profile_Work_Custom_Pricing_contractors_homepage - type: wiki_page ref: wcp_instructions_page data: name: Work Custom Pricing Instructions description: Instructions on how to use this profile lang: en mode: create_or_update content: wikicontent:Profile_Work_Custom_Pricing_instructions_page - type: wiki_page ref: wcp_menupage_include data: name: Menu from WCP description: Custom Wiki Menu for the Work Custom Pricing Profile lang: en mode: create_or_update content: wikicontent:Profile_Work_Custom_Pricing_menupage_include