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roos-fs tasks #414

open

Rework the Statuses and Workflow of the services and tasks

Added by Vadim Pariev 8 months ago. Updated 5 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Vitalii Shevchenko
Start date:
09/11/2025
Due date:
% Done:

0%

Estimated time:
69:00 h

Description

General
A complete overhaul of the system of statuses is to be performed. including the Services and tasks.

Current state

Expected result


SERVICES adn TASKS FLOW desciption

  • the service when created receives the status CREATED
  • the tasks in this service receive the state CREATED
  • the service is then manually transferred to the stated BOOKED (the user is OBLIGED to set the date - it is mandatory. P.S. reuse the same form that was used for the task when set to the boked state)

  • the tasks are AUTOMATICALLY change the status to OPEN
  • from the OPEN state the user can set the planned date (OPTIONALLY)
  • from the OPEN state with or without a date the user can set the task in status IN PROGRESS
  • from IN PROGRESS the tasks can be set to COMPLETED
  • the service could be set to COMPLETED only if all Tasks are in CANCELLED or COMPLETED state (there could be 1 in cancelled and 1 in completed so simply all tasks in one of the states)
  • The task could be cancelled from any status starting from the OPEN
  • Service can be cancelled at any time and the tasks would be outo cancelled
    FURTHER REQUIREMENTS
  • Adjust the API for mobile and remove unnessesary endpoints. The main point is that the API for the mobile is mirrowing the Behaviour in web.

Expected behaviour

  • cancellation logic remain intact
  • completion triggers the report creation
  • activity log remains the same
  • data validations from the tasks is removed
  • all views of the tasks adn services remain the same
  • old statuses are removed if not used
  • All validations inside of the taks remains

DATA MIGRATION
SERVICES
OPENED --- CREATED

TASKS
OPENED --- CREATED
BOOKED --- OPEN


Files

clipboard-202509182156-fu7jd.JPG (163 KB) clipboard-202509182156-fu7jd.JPG Vadim Pariev, 09/18/2025 08:17 PM
clipboard-202509182156-1ovzv.JPG (163 KB) clipboard-202509182156-1ovzv.JPG Vadim Pariev, 09/18/2025 08:17 PM
clipboard-202509182201-obe8x.png (109 KB) clipboard-202509182201-obe8x.png Vadim Pariev, 09/18/2025 08:22 PM
clipboard-202509182203-pp09q.png (32.5 KB) clipboard-202509182203-pp09q.png Vadim Pariev, 09/18/2025 08:24 PM
Actions #1

Updated by Vadim Pariev 8 months ago

  • File clipboard-202509132301-vanth.png added
  • File clipboard-202509132308-foywh.png added
  • File clipboard-202509132257-tphze.png added
  • Description updated (diff)
Actions #2

Updated by Vadim Pariev 8 months ago

  • Description updated (diff)
Actions #3

Updated by Vadim Pariev 8 months ago

  • Description updated (diff)
Actions #4

Updated by Vadim Pariev 8 months ago

  • Description updated (diff)
Actions #5

Updated by Vadim Pariev 8 months ago

  • Assignee changed from Ivan Danyliv to Vitalii Shevchenko
Actions #6

Updated by Vadim Pariev 8 months ago

  • Status changed from Backlog to Open
Actions #9

Updated by Vadim Pariev 8 months ago

  • File deleted (clipboard-202509132257-tphze.png)
Actions #10

Updated by Vadim Pariev 8 months ago

  • File deleted (clipboard-202509132301-vanth.png)
Actions #11

Updated by Vadim Pariev 8 months ago

  • File deleted (clipboard-202509132308-foywh.png)
Actions #13

Updated by Vitalii Shevchenko 8 months ago

  • Status changed from Open to In progress
Actions #14

Updated by Vitalii Shevchenko 8 months ago

  • Estimated time set to 1:09 h
Actions #15

Updated by Vitalii Shevchenko 8 months ago

  • Estimated time changed from 1:09 h to 69:00 h
Actions #16

Updated by Vitalii Shevchenko 7 months ago

  • Status changed from In progress to In review
Actions #17

Updated by Anton Obolientsev 7 months ago

  • Status changed from In review to Open
Actions #18

Updated by Vitalii Shevchenko 7 months ago

  • Status changed from Open to In progress
Actions #19

Updated by Vitalii Shevchenko 7 months ago

  • Status changed from In progress to In review
Actions #20

Updated by Anton Obolientsev 7 months ago

  • Status changed from In review to Open
Actions #21

Updated by Anton Obolientsev 7 months ago

  • Status changed from Open to In progress
Actions #22

Updated by Anton Obolientsev 7 months ago

  • Status changed from In progress to In review
Actions #23

Updated by Anton Obolientsev 7 months ago

  • Status changed from In review to Deployed (QA)
Actions #24

Updated by Olena Tretjakova 7 months ago ยท Edited

  • Status changed from Deployed (QA) to Ready for Deployment (prod)

Environment: Staging.

The new service and task statuses work correctly according to the conditions in the ticket description.

Step to Reproduce:

  1. Create a new task template.(Name: CheckAllStatuses, Customer: Tretjacova-company, checklist: text field required).
  2. Click 'Create Task' button. The task template was created. https://screenrec.com/share/8YmM4FoGZh
  3. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  4. New Service page opens. Fill the fields :
    Name: CheckStatuses Test;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  5. Click on the 'Add task' button in the 'New Service page'.
  6. Click on the button 'Add Task to Service'.
  7. Click on the button 'Create Service'.
  8. Status of 'CheckStatuses' service changed to 'Created'.
  9. The task CheckAllStatuses in the service also receive the status CREATED.
  10. Click on the 'CheckStatuses Test' service in the services table on the 'Services' page.Click on the 'Book Service' button.(date: 10/14/2025 01:19 pm).
  11. The Task on the curren page changes status to OPENED.https://screenrec.com/share/xrPJfCE9wu
    12.Click on the 'Planned Date' button in the task on the current page.
  12. Select Planned Date and Planned Time in the Set Planned Date modal window. (data: 10/14/2025 01:24 pm). Click on the 'Set Planned Date' button.
  13. Click on the 'In progress' button in the task on the current page. Click on the 'In Progress' button on the 'In progress' modal window.
  14. The status of the task on the current page changes to IN PROGRESS.
  15. Click on the view icon in the task on the current page. The Task Detail page opens.
  16. Complete the checklist.
  17. The checklist indicates 100% completed. The 'Complete' button becomes avalible.
  18. Click on the 'Complete' button on the current page. Click on the 'Complete' button in the 'Complete' modal window.
  19. Open the 'CheckStatuses Test' Service Detail page. The 'Complete Service' button is avalible, the task on the current page is markt as a COMPLETED.
  20. Click on the 'Complete Service' button on the current page. Click on the 'Complete Service' button in the 'Complete Service' modal window.
    22.All changes are displayed in the activity log.
  21. Return to the 'Services' page. The service is marked as Completed.

Missing for the task the 'Set Planned Date':

  1. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  2. New Service page opens. Fill the fields :
    Name: CheckStatuses Test1;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  3. Click on the 'Add task' button in the 'New Service page'.
  4. Click on the button 'Add Task to Service'.
  5. Click on the button 'Create Service'.
  6. Status of 'CheckStatuses' service changed to 'Created'.
  7. The task CheckAllStatuses in the service also receive the status CREATED.
  8. Click on the 'CheckStatuses Test' service in the services table on the 'Services' page.Click on the 'Book Service' button.(date: 10/14/2025 02:28 pm)
  9. The Task on the curren page changes status to OPENED.https://screenrec.com/share/NTFsn74BkU
  10. Click on the 'In progress' button in the task on the current page. Click on the 'In Progress' button on the 'In progress' modal window.
  11. The status of the task on the current page changes to IN PROGRESS.https://screenrec.com/share/mnePlCSdiN
  12. Click on the view icon in the task on the current page. The Task Detail page opens.
  13. Complete the checklist.
  14. The checklist indicates 100% completed. The 'Complete' button becomes avalible.
  15. Click on the 'Complete' button on the current page. Click on the 'Complete' button in the 'Complete' modal window.
  16. Open the 'CheckStatuses Test1' Service Detail page. The 'Complete Service' button is avalible, the task on the current page is markt as a COMPLETED.
  17. Click on the 'Complete Service' button on the current page. Click on the 'Complete Service' button in the 'Complete Service' modal window.
    18.All changes are displayed in the activity log.
  18. Return to the 'Services' page. The service is marked as Completed.
  19. Open Services page. Click on the 'Export Completion Reports' button.
  20. Fill the fields: Start Date: 10/14/2025; End Date: 10/14/2025; Customer: Tretjacova-company; Vehicle:OLENA121212121212 (1999); Export Type: PDF Report.
  21. Click the 'Download Reports' button.

Complete the service when the task is CREATED and service is CREATED:

  1. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  2. New Service page opens. Fill the fields :
    Name: CheckStatuses Test2;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  3. Click on the 'Add task' button in the 'New Service page'.
  4. Click on the button 'Add Task to Service'.
  5. Click on the button 'Create Service'.
  6. Status of 'CheckStatuses' service changed to 'Created'.
  7. The task CheckAllStatuses in the service also receive the status CREATED.
  8. The service does not have the 'Complete Service' button when it has the status CREATED.
  9. Click on the 'Cancel Service' button. The canceletion service modal window opens. Select one of the items. Click on the 'Confirm Canceletion' button.
  10. The srvice 'CheckStatuses Test2' becomes the status CANCELLED, the task 'CheckAllStatuses' becomes status CANCELLED.

Complete the service when the service is BOOKED and task is CREATED:

  1. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  2. New Service page opens. Fill the fields :
    Name: CheckStatuses Test2;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  3. Click on the 'Add task' button in the 'New Service page'.
  4. Click on the button 'Add Task to Service'.
  5. Click on the button 'Create Service'.
  6. Status of 'CheckStatuses' service changed to 'Created'.
  7. The task CheckAllStatuses in the service also receive the status CREATED.
  8. Click on the 'CheckStatuses Test2' service in the services table on the 'Services' page.Click on the 'Book Service' button.(date: 10/14/2025 03:28 pm)
  9. The Task on the curren page changes status to OPENED.
  10. Click on the 'In progress' button in the task on the current page. Click on the 'In Progress' button on the 'In progress' modal window.
  11. The status of the task on the current page changes to IN PROGRESS.
  12. The service does not have the 'Complete Service' button when it has the status IN PROGRESS.
  13. Click on the 'Cancel Service' button. The canceletion service modal window opens. Select one of the items. Click on the 'Confirm Canceletion' button.
  14. The srvice 'CheckStatuses Test2' becomes the status CANCELLED, the task 'CheckAllStatuses' becomes status CANCELLED.

Complete the service when the servive is BOOKED and task is cancelled:

  1. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  2. New Service page opens. Fill the fields :
    Name: CheckStatuses Test2;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  3. Click on the 'Add task' button in the 'New Service page'.
  4. Click on the button 'Add Task to Service'.
  5. Click on the button 'Create Service'.
  6. Status of 'CheckStatuses' service changed to 'Created'.
  7. The task CheckAllStatuses in the service also receive the status CREATED.
  8. Click on the 'CheckStatuses Test2' service in the services table on the 'Services' page.Click on the 'Book Service' button.(date: 10/14/2025 03:42 pm)
  9. Click on the 'Cancel Task' button. The canceletion task modal window opens. Select one of the items. Click on the 'Confirm Canceletion' button.
  10. The task 'CheckAllStatuses' becomes CANCELLED, and the service 'CheckStatuses Test2' has the 'Complete Service' button available.
  11. Click on the 'Complete Service' button on the current page. Click on the 'Complete Service' button in the 'Complete Service' modal window.
  12. The 'CheckStatuses Test2' service is COMPLETED, the 'CheckAllStatuses' task is CANCELLED.

Complete the service when the service is BOOKED, one of the tasks is CANCELLED, and the other is COMPLETED:

  1. Create a new task template.(Name: CheckAllStatuses, Customer: Tretjacova-company, checklist: text field required).
  2. Click 'Create Task' button. The task template was created. https://screenrec.com/share/8YmM4FoGZh
  3. Click on 'Services' in the sidebar. Then click on 'Create New Service' on the 'Services' page.
  4. New Service page opens. Fill the fields :
    Name: CheckStatuses Test;
    Vehicle: OLENA121212121212 (1999);
    Select Task Template: CheckAllStatuses;
  5. Click on the 'Add task' button in the 'New Service page'.
  6. Click on the button 'Add Task to Service'.
  7. Add one more 'CheckAllStatuses' task.
  8. Click on the button 'Create Service'.
  9. Status of 'CheckStatuses' service changed to 'Created'.
  10. The CheckAllStatuses tasks in the service also receive the status CREATED.
  11. Click on the 'CheckStatuses Test' service in the services table on the 'Services' page.Click on the 'Book Service' button.(date: 10/14/2025 05:01 pm).
  12. The Tasks on the curren page changes status to OPENED.
    12.Click on the 'Planned Date' button in the first task on the current page.
  13. Select Planned Date and Planned Time in the Set Planned Date modal window. (data: 10/14/2025 05:03 pm). Click on the 'Set Planned Date' button.
  14. Click on the 'Cancel Task' button next to the second task. The canceletion task modal window opens. Select one of the items. Click on the 'Confirm Canceletion' button. The status of the first task is CANSELLED.
  15. Click on the 'In progress' button in the first task on the current page. Click on the 'In Progress' button on the 'In progress' modal window.
  16. The status of the first task on the current page changes to IN PROGRESS.
  17. Click on the view icon in the first task on the current page. The Task Detail page opens.
  18. Complete the checklist.
  19. The checklist indicates 100% completed. The 'Complete' button becomes avalible.
  20. Click on the 'Complete' button on the current page. Click on the 'Complete' button in the 'Complete' modal window.
  21. Open the 'CheckStatuses Test' Service Detail page. The 'Complete Service' button is avalible, the first task on the current page is markt as a COMPLETED, the second task is markt as a CANSELLED.
  22. Click on the 'Complete Service' button on the current page. Click on the 'Complete Service' button in the 'Complete Service' modal window.

Expected Results:

  1. When the service is created, it receives the status CREATED.
  2. The tasks in this service also receive the status CREATED.
  3. The service can be manually transferred from CREATED to BOOKED (selecting a Booking Date is required).
  4. When the service becomes BOOKED, the tasks automatically change their status to OPEN.
  5. From the OPEN state, the user can set a planned date (selecting a date in the Date Picker is required).
  6. From the OPEN state, the user can set the task status to IN PROGRESS.
  7. From IN PROGRESS, tasks can be set to COMPLETED.
  8. The service can be set to COMPLETED only if each task has the status CANCELLED or COMPLETED.
  9. A task can be cancelled from any status starting from OPEN.
  10. A service can be cancelled at any time, and its tasks will be automatically cancelled as well.
  11. Completing a service triggers the report creation.
  12. All changes are displayed in the activity log.

Actual Results:

  1. The service when created receives the status CREATED. https://screenrec.com/share/4ChljsSYJG
  2. The tasks in this service also receive the status CREATED.https://screenrec.com/share/EP2GHLAbIp
  3. Selecting a Booking Date is required.
  4. When the service receives the status BOOKED The Task changes status to OPENED.https://screenrec.com/share/xrPJfCE9wu
  5. After clicking the 'In Progress' button, the status of the task changes to IN PROGRESS. https://screenrec.com/share/sClqnpB3ES
  6. When the checklist is marked as completed, the 'Complete' button becomes available. https://screenrec.com/share/kYTimEUVDn
  7. When the 'checkAllStatusesTask' is completed, the 'CheckStatuses Test' Service Details page opens. The 'Complete Service' button becomes available, and the task on the current page is marked as COMPLETED..https://screenrec.com/share/NA6TvUFh8O
  8. All changes are displayed in the activity log. https://screenrec.com/share/q9e1Yl0cJy
  9. When the service is completed, it is displayed as COMPLETED in the table on the 'Services' page.https://screenrec.com/share/lz2HCn3EaL
  10. Changing the task status from OPEN to IN PROGRESS is allowed.https://screenrec.com/share/mnePlCSdiN
  11. The Downloaded Report can be PDF https://screenrec.com/share/9vREn60tkl
    CSV https://screenrec.com/share/uFOlV5c8J1
    XLSX https://screenrec.com/share/NjSUHGwJ6p
  12. The service cannot be completed when it has the status CREATED.https://screenrec.com/share/czAwWTjSEa
  13. When a service with the status CREATED is CANCELLED, it receives the status CANCELLED, and its tasks also change status.CANSELLED.https://screenrec.com/share/PrVZXHjQ17
  14. When a service with the status BOOKED is cancelled, it receives the status CANCELLED, and its tasks also change status.https://screenrec.com/share/arvwWCl3kb
  15. When a task is cancelled, the service can be completed.https://screenrec.com/share/d6AwanUHoe
  16. When a first task is completed, but a second task is canselled the service can becompleted. https://screenrec.com/share/HIp9f86ocM
Actions #25

Updated by Vadim Pariev 6 months ago

  • Status changed from Ready for Deployment (prod) to Closed
Actions #26

Updated by Albert Katasonov 5 days ago

  • Project changed from 8 to Roos-fs-ZIP
Actions

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