Overview
The Todo System in Comserv is a comprehensive task management solution that allows users to create, view, edit, and track tasks across different projects. This document provides a complete overview of the Todo System's functionality, components, and recent enhancements.
Key Features
1. Todo Creation
Users can create new todo items with the following information:
- Site name
- Start date
- Project association
- Due date
- Subject
- Description
- Estimated man hours
- Accumulative time
- Status (NEW, IN PROGRESS, DONE)
- Priority (1-10)
- Sharing options (Public/Private)
- User assignment
2. Multiple Views
The Todo System offers several views to help users manage their tasks effectively:
List View
- Displays todos in a tabular format
- Includes filtering options
- Shows key information for each todo
- Provides action buttons for each todo (Add Log, Details, Edit)
Day View
- Shows todos for a specific day
- Includes navigation to move between days
- Color-codes todos based on priority
- Provides the same action buttons as the list view
Week View
- Displays todos in a calendar-style layout for the entire week
- Includes navigation to move between weeks
- Color-codes todos based on priority
- Allows adding todos for specific days
Month View
- Shows a calendar-style layout for the entire month
- Displays todos on their respective days
- Provides navigation between months
- Allows adding todos for specific days
- Color-codes todos based on priority
3. Filtering and Search
The Todo System includes comprehensive filtering options:
- Filter by time period (day, week, month, all)
- Filter by project
- Filter by status (new, in progress, completed, all)
- Search in subject, description, and comments
Important: By default, the Todo System displays only active todos (with status "new" or "in progress"). Completed todos are filtered out unless explicitly selected using the status filter. This ensures that the main view remains focused on actionable items while still allowing access to completed tasks when needed.
4. Todo Details and Editing
Users can view and edit todo details:
Details View
- Shows all information about a todo item
- Provides a form for updating the todo
- Includes buttons for adding log entries
- Features navigation buttons to return to different views:
- Return to List View
- Return to Day View
- Return to Week View
- Return to Month View
- Return to Previous Page
Edit View
- Provides a comprehensive form for editing todo items
- Pre-fills the form with the current todo data
- Includes dropdowns for projects and users
- Features the same navigation buttons as the Details View
5. Log Integration
The Todo System integrates with the Log System:
- Users can create log entries directly from todo items
- Log entries can track time spent on todos
- The accumulative time is calculated and displayed on todo items
Recent Enhancements
1. Enhanced Navigation in Details and Edit Views
Added comprehensive navigation options to both the details and edit views:
- Return to List View
- Return to Day View
- Return to Week View
- Return to Month View
- Return to Previous Page
These navigation buttons are displayed at both the top and bottom of the pages, ensuring users can easily return to their preferred view after viewing or editing a todo item.
2. Improved Filtering and Views
Enhanced the filtering and view options:
- Added a filter panel with dropdowns for time period, project, and status
- Added a search box for finding todos by keywords
- Added view buttons for switching between list, day, week, and month views
- Implemented color-coding based on priority
3. Project Selection and Log Creation
Fixed issues with project selection and log creation:
- Standardized field naming between templates and controllers
- Ensured proper parameter passing to project_list.tt
- Fixed the "Column 'project_code' cannot be null" error when creating log entries
4. Todo Edit Functionality
Implemented a comprehensive edit functionality:
- Added a new edit action to the Todo controller
- Created a new edit.tt template
- Ensured the edit form includes all necessary fields and dropdowns
- Fixed the issue with the edit button in the todo list
Conclusion
The Todo System in Comserv provides a comprehensive solution for task management. With its multiple views, filtering options, and integration with the Log System, it helps users effectively manage their tasks and track their progress.