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Todo System - Comprehensive Documentation

File: /home/shanta/PycharmProjects/comserv2/Comserv/root/Documentation/todo_system_comprehensive.tt

Date: January 20, 2025

Author: System Documentation

Status: Current - Consolidated Documentation

Overview

The Todo System is a comprehensive task management module within the Comserv application that allows administrators to create, manage, and track tasks with advanced filtering, time tracking, and project integration capabilities.

Note: This document consolidates information from multiple todo documentation files and provides links to all related changelog entries for complete system understanding.

Change History & Development Timeline

The Todo system has undergone significant development and enhancement. The following changelog entries document the complete development history:

System Architecture

Controller: Comserv::Controller::Todo

Location: /home/shanta/PycharmProjects/comserv2/Comserv/lib/Comserv/Controller/Todo.pm

The Todo controller handles all HTTP requests related to todo management and implements the following key features:

Model: Comserv::Model::Todo

Location: /home/shanta/PycharmProjects/comserv2/Comserv/lib/Comserv/Model/Todo.pm

The Todo model provides business logic for:

Database Schema: Comserv::Model::Schema::Ency::Result::Todo

Location: /home/shanta/PycharmProjects/comserv2/Comserv/lib/Comserv/Model/Schema/Ency/Result/Todo.pm

Available Routes and Actions

Main Todo Management

/todo - Main Todo List

/todo/details - Todo Details View

/todo/addtodo - Add New Todo Form

/todo/edit/{record_id} - Edit Todo Form

/todo/modify/{record_id} - Update Todo

/todo/create - Create New Todo

Calendar and Time-based Views

/todo/day/{date} - Daily Todo View

/todo/week/{date} - Weekly Todo View

/todo/month/{date} - Monthly Calendar View

Usage Guidelines

Creating a New Todo

  1. Navigate to the Todo System by clicking on "Todo" in the main menu
  2. Click on "Add New Todo" button
  3. Fill in the required fields:
    • Site Name (pre-filled)
    • Start Date
    • Project (select from dropdown)
    • Due Date
    • Subject
    • Description
    • Estimated Man Hours
    • Priority
    • Status
  4. Click "Add Todo" to create the todo item

Viewing Todos

  1. Navigate to the Todo System
  2. Use the view buttons to switch between list, day, week, and month views
  3. Use the filter panel to filter todos by time period, project, status, or search terms

Editing a Todo

  1. Find the todo item you want to edit in any of the views
  2. Click the "Edit" button for that todo
  3. Update the fields as needed
  4. Click "Update Todo" to save your changes

Adding a Log Entry for a Todo

  1. Find the todo item you want to log time for
  2. Click the "Add Log" button for that todo
  3. Fill in the log entry form
  4. Click "Submit" to create the log entry

Integration Features

Project Integration

User Management Integration

Time Tracking Integration

Logging Integration

Security Features

Access Control

Data Validation

Troubleshooting

Common Issues

  1. Access Denied: Ensure user has admin role in session
  2. Session Expired: Check session validity and re-login
  3. Missing Todos: Verify site name in session matches todo records
  4. Date Format Errors: Ensure dates are in ISO8601 format (YYYY-MM-DD)
  5. Project Integration: Verify project controller availability

Debug Mode

Enable debug mode in session to see:

Related Documentation

Core Documentation

Related Systems

Legacy Documentation References

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.

This consolidated documentation provides complete information about the Todo system, including its development history through the linked changelog entries. Administrators can use the changelog links to understand the evolution of specific features and troubleshoot issues by reviewing the implementation details.


This consolidated documentation reflects the current state of the Todo system as of January 20, 2025. For the most up-to-date information, refer to the source code and the linked changelog entries above.