Actions
Manage and prioritize your action items across all missions
z_statusentry badgeThe z_statusentry badge at the top should go to the area that is the issue. The field it is referring to should be conditionally formatted.
Perhaps an additional field in the status-rules of which field should be highlighted in red to visually be obvious what the problem is.
12/13/25
02/09/26
SHITE
Open
2253.7500
updates routingon bom tab, portal,
should be in sortable columns.
part_number (hyperlink to go to sold_items/user/{uuid}),
routing_instructions, labor_rate_per_hour, setup_hours, parts_per_hour, cost_per_part
12/20/25
02/06/26
SHITE
Open
2460.0000
add alerts for status_rules tableUsing the manual, add alerts for proactive problem solving
12/28/25
02/08/26
SHITE
Open
2515.0000
auto schedulerNeed to fix the logic and ensure it is running properly.
last run seemed to do nothing.
12/01/25
02/10/26
SHITE
Open
2635.0000
Order Form ViewCSR/ISR names not showing, even though there are z_kf uuids for both. After choosing and seeing the name on CSR, saving, going to admin, coming back to user, the name is gone again.
01/01/26
02/05/26
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Open
2640.0000
Order Detail FormIn Work Order portal, need the WO ID (the integer one, not uuid), sold item name should show (and be blue hyperlink to go to sold item user page).
01/01/26
02/06/26
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Open
2670.0000
Customer Interactions tabTriggers or functions to add records on certain events.
Quote created
Customer created?
Communication
12/08/25
02/07/26
SHITE
Open
2846.8750
populate tablesField in app_tables if done
sort order here of which to do. Add as separate to do for visibility?
Users
buttons
userbuttons
customers
customer contacts
solditems
11/29/25
02/06/26
SHITE
Open
3250.0000
Audit manualdraft, chat, v0, confirmed
Determine best method:
1 big table
dynamic table of which fields to audit for which table (target_table, target_field, active_field)
12/30/25
02/04/26
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Open
3390.0000
KPI implementedprioritize which are top ones for which group_name (ask palb)
12/30/25
02/04/26
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Open
3480.0000
Customer Interaction Implementedprioritize auto ones.
buttons to add to current customer (and dialog interface)
12/30/25
02/04/26
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Open
3520.0000
Missions prioritized list viewdrag and drop to change the mission priority over all.
Then adjust actions accordingly?
12/30/25
02/05/26
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Open
3700.0000
Missions calendarCalendar view of missions to drag and drop to get the start date.
This also would 'prioritize' by date. Then a script would reset the mission priority over all. Then it could reset the actions also (unless do not edit boolean).
Bonus points, with the new start date, set all incomplete actions to match that start date and move forward by time and est minutes
12/30/25
02/05/26
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Open
3710.0000
z_filterfields testedCheck on list view.
may depend on if triggers are working on the status field.
11/29/25
02/06/26
SHITE
Open
3910.0000
z_status verifiedConfirm trigger is working properly for customers
11/29/25
02/06/26
SHITE
Open
3920.0000
z_filterfields per usersave in user prefs
button to save as defaults
button to apply defaults
11/29/25
02/08/26
SHITE
Open
3970.0000
user accessuse variables until the user sign in process is complete
11/29/25
02/22/26
SHITE
Open
3995.0000
has role validate docsCustomer resale documents. Apply 'hide' to docs tab in customers/user
12/09/25
02/23/26
SHITE
Open
3998.7500
Budgeting implementedCreation interface and automation (question driven, provide suggested with receipts they can modify)
12/30/25
02/15/26
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Open
3999.3750
Calendar viewsMissions
Actions
Filter by: assignedTo, Mission, recurring when ready, tags
11/29/25
02/08/26
SHITE
Open
4006.2500
Mission listdue date set from actions showing on list view sortable
11/29/25
02/09/26
SHITE
Open
4007.5000
new highlighting not workingz_status is 'missing description' which is supposed to highlight the Description field. Validate rules and process.
01/28/26
02/04/26
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Open
Accounting Approval sectionButton should set the z_kf_approvedbyuuid to current user uuid (default to 5069fe3f-8b46-431d-9e3f-48770499ae31 if cannot get a uuid until launch with logins). Then the 'approved by' should be a related value to users instead of local table value.
After saving, going to admin view, and returning to user view, the approval values were not 'saved'.
01/10/26
02/04/26
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Open
General tab-Buyer Details section
-sales order chooser for justification (chooser window from orders table) (set z_kf_useruuid), display related order_number as hyperlink to orders/user page. Also display uneditable total_order
Vendor Details section:
-Vendor address chooser button/window from vendor contacts does not show any contacts
Shipping details section needs the purchshipcomplete, purchshipnb4os,purchshipnbrosdays like company-locations page.
01/25/26
02/05/26
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Open
customers tabThe fields in the pic for shipping defaults for customers should also be added to the purchasing tab (add new fields in neon, use same format for data entry)
01/25/26
02/05/26
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Open
Documents tabAdd document button should use the add document process like on Customers. Check neon.
01/25/26
02/05/26
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Open
Quote CreationDidn't copy CSR from customer, all fields starting with ship*, didn't copy notes customer or notes internal.
01/01/26
02/06/26
—
Open
Receive processCheck receiving manual to confirm the process and neon.
Receive window should get the default receiving location from company_locations.z_kf_defrcv... and the drop down should allow choosing a different location.
01/14/26
02/08/26
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Open
Completed Actions (369)
customer contact pop upClicked on the contact portal row and the correct window came up right away.
After 'saving' a customer contact in the pop up window, the screen goes black for awhile, and takes far too long to show the parent customer in /customers/user.
See if there is an issue or if this needs to be done differently.
Perhaps instead of the whole row bring up the popup window, there should be an 'edit' icon/button on the far left of the portal that would open it.
12/08/25
12/08/25
SHITE
Closed
40.0000
title headerremove the 'customer id' text.
Add the z_status and z_statusentry badges to the right of company_name
12/08/25
12/08/25
SHITE
Closed
50.0000
Customer Contact screenThe popup window when navigating from /customers/user
Put save button at top in it's own row.
Need a 'revert' button to the left of save
Put the helpdesk and info button to the right of the save button.
Save button the normal color, not the blue.
12/08/25
12/08/25
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Closed
60.0000
delete z_kf_companyuuidand any references in the system regarding customers.
12/08/25
12/16/25
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Closed
80.0000
nav from purchased-items with hyperlink404 error on published version
12/09/25
12/08/25
SHITE
Closed
150.0000
multi sort neededLike the other list fields.
Default when arriving on this page should be:
Vendor name
12/09/25
12/09/25
SHITE
Closed
160.0000
vendors convertedNeed to convert to /vendors/user and vendors/admin format like /actions
12/09/25
12/09/25
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Closed
170.0000
vendor part nameThis field is not saving when clicking save. It is also not showing up at the top (instead of 'new item'). It is also supposed to be the hyperlink from list view.
Check that all the editable fields on this form are going to 'save'.
12/09/25
12/09/25
SHITE
Closed
180.0000
hyperlink in vendors section of general tabShould go to related vendor_catalog record on page /vendor-catalog/user/{uuid}
12/09/25
12/09/25
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Closed
190.0000
not following list formatThis is not following the format for list view (see /actions for example).
12/09/25
12/09/25
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200.0000
not following /admin page standardsee /actions/admin for the standard, or the instructions in your files.
12/09/25
12/09/25
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210.0000
hyperlinks in vendors section in general tabThe vendor name should go to /vendors/user/{uuid}
The vendor item name should be blue and underlined and should go to /vendor-catalog/user/{uuid}
12/10/25
12/09/25
SHITE
Closed
220.0000
new item no duplicatesThe new item button here must have a dialog before creating record that checks for duplicate names in BOTH purchased_times.name AND sold_items.part_number.
Use cleaning process to remove spaces at front or end, carriage returns, and put it in UPPER so everything matches by case.
If there is a 'match' already, inform the user there is already a match in x table. Cannot create duplicate names.
There should be a cancel and a 'save' or create new purchased item button.
12/10/25
12/09/25
SHITE
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230.0000
admin form not follow standard patternThis does not look like the standard/template/instructions we put in place for admin following /actions/admin
12/10/25
12/09/25
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240.0000
list view patternThe search field is supposed to be much narrower, the new button to the right of it, and x of y records to the right of that, and then multsort button all the way to the right of that like in /actions
12/10/25
12/10/25
SHITE
Closed
250.0000
purchase item type chooserThe item type on the general tab is uneditable because it needs a button next to it that is a 'chooser' style pop up window based on the purchase-item-types table. Similar layout as the purchase-item-types list view, but with a button on the far left of each record 'Choose' and a button at the top to cancel choosing. Still need the search and sorting columns, but no new record button. Just choosing here.
When chosen, the value from purchase-item-types populate purchsed-items fields (the z_kp to z_kf, and fields starting with item_type get from corresponding fields.)
12/10/25
12/10/25
SHITE
Closed
260.0000
chooser windowWhen first getting to the chooser, it should go to the search field for immediate typing.
Clicking the 'choose' button did nothing. had to cancel the window.
12/10/25
12/10/25
SHITE
Closed
270.0000
Vendors section of generalThe hyperlink for Vendor should go to /vendors/user/uuid
The Vendor PN field should be hyperlink blue underlined and go to /vendor-catalog/user/{uuid}
12/10/25
12/10/25
SHITE
Closed
280.0000
Add Vendor NameAbove Vendor Part name
As uneditable hyperlink that goes to /vendords/user/{uuid}
12/10/25
12/10/25
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Closed
290.0000
Portal in Vendor Parts tabShould be a sortable portal related to vendor-catalog.
Vendor item name in first column hyperlink that goes to vendor-catalog/user/{uuid}
Other columns:
Vendor item description, Our item name (also hyperlink that goes to /purchased-items/user/{uuid}, our item description
12/10/25
12/10/25
SHITE
Closed
300.0000
list view adjustmentsx of y records is supposed to be on immediate right of 'new' button. multi sort button to the far right, default is PO Date desc, PO Num.
Should be a title at the top Purchase Order Management
12/10/25
12/10/25
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Closed
310.0000
Vendors tabUse the same portal from general tab vendors section and place it in vendors tab.
12/10/25
12/10/25
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320.0000
our item name hyperlinkfield should be hyperlink to go to related /purchased-items/user/{uuid)
12/11/25
12/11/25
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330.0000
add rules buttonIf there are no status or status entry rules, button needs to be at far right of those tabs to add a new rules for this target_table and target_field (z_status or z_statusentry). Should create a new record in status_rules and go to /status-rules/user/{uuid} .
12/11/25
12/11/25
SHITE
Closed
340.0000
Vendor catalog enhanced tab adjustments:
Top title: Remove description text (editing…). Vendor catalog can be smaller grey text. Continue to the right of that: ‘for: ‘ {vendor name} {Vendor item name} (check schema for actual field names).
Remove ‘vendor catalog entry’ section.
In item & UOM comparison section:
description text of title should flow to the right of the title.
Need a ‘refresh’ button in the Our Internal data section so it will repopulate the name, description, uom bom and uom purch and uom conversion factor in case it was changed.
Refresh button should be orange or red if it is known that it doesn’t match the related purchase item.
Item name and description boxes should be obvious that they are uneditable. Item name can be hyperlink to navigate to the related purchased item.
Text for conversion factor label:
How many {uom_purch} in 1 {uom_po} ? - (used in conversions)
‘Cost per Vendor UOM($)’ should be “Cost per Vendor {uom_po} ($)*
Bonus points for a calculator button that pops up a window they can use temporarily.
Lead times section:
Lead Days actual is going to be a calc field based on related purchase order details placed vs received (future feature). It is uneditable and should be below the lead days Override (use Estimate instead of Override).
The calculated Cost section is already done in the middle section so unnecessary again at the bottom.
That middle section though should use the Cost per {uom_bom} and 1 {uom_purch} = {factor} {uom_bom}
The MOQ for Vendor field should be below the ‘conversion factor) field, and the MOQ purch and bom to the left of that. Then the lead times section would flow after MOQ on the right.
Let’s start with that for now.
12/11/25
12/11/25
SHITE
Closed
350.0000
enhance adjustments
the text under the enhanced tab is supposed to replace what is in the title at the top left, and not be here.
Text of ‘How many…” replace PO UOM with the actual {uom_po} that was entered above it.
The save button did not activate when I changed the ‘how many…’ field value. It also did not recalculate the cost in the middle.
The minimum order question for vendor {uom_po} is supposed to be immediately under the ‘how many…’ field. The MOQ for purch and bom are supposed to be in the middle section to the left of the vendor MOQ.
Lead times continue on the right under MOQ vendor.
Middle section and green section can be narrower, perhaps enough room for a skinny portal to purchase order details with just date, po number, and qty? Or that portal can go at the bottom on the left for now if needed.
12/11/25
12/11/25
SHITE
Closed
360.0000
general tabpurch_to_bom_ratio still not saving when changed in admin, saved, go to user, back to admin, purch_to_bom_ratio is empty. Also not saving from choosing uom.
Move the ‘choose uom’ button to between bom uom and purch UOM, and have display text the result of the choice (example: 1 EACH = 1.0000 EACH) to the right of it.
The labels on the fields should be UOM BOM and UOM Purchase
12/12/25
12/11/25
SHITE
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370.0000
placeholders on enhanced tabthe placeholder for uom_po needs to be grey and more obvious that it's not currently an actual value. LIke "(example: CASE)". no placeholder is needed for 'how many....'
12/12/25
12/11/25
SHITE
Closed
380.0000
hyperlink not workinggoes to black screen like it can't load the record.
12/12/25
12/11/25
SHITE
Closed
390.0000
vendor po uomleft justify since all other fields in that column are. also do that for bom uom and purch uom
12/12/25
12/11/25
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400.0000
Enhanced tab modificationsRemove the ‘editing..’ Text below the title.
There is a floating ‘save’ instead of the save at the top ‘activating’. And it is not saving.
I assume that’s why it is not recalculating when changing the ‘how many…’
The ‘how many…’ is supposed to end with Vendor {uom_po}
For ‘min order Qty…’ should be ‘Min Order Qty (MOQ) for Vendor {uom_po}’
12/12/25
12/12/25
SHITE
Closed
410.0000
fields in all fields not 'saving'after changing a value and saving, then coming back to the page, the value is not saved.
Also, the 'save' button on user and admin needs to call the refresh after saving. If I go to admin page and click refresh, the status updates.
12/12/25
12/12/25
SHITE
Closed
430.0000
make active button not workingmake active button should set z_active with current timestamp and trigger the save button. make inactive should set z_inactive to current timestamp and trigger the save button
12/12/25
12/12/25
SHITE
Closed
440.0000
purchase to bom ratioOn general tab, This field is not supposed to be editable. It is only set using the choose uom button.
The text should be to the right of the choose uom button and should really be more like '1 {uom_bom} = {fieldvalue} {uom_purch}'. just a visual confirmation that what they chose is accurate. The UOM Purch field should be below the choose uom button.
12/12/25
12/15/25
SHITE
Closed
470.0000
Create Purchase OrderGeneral Process, then hide if status doesn't allow
12/11/25
12/16/25
SHITE
Closed
480.0000
Enhanced tabSave button should turn red when activated.
Cannot edit the vendor uom_po
nothing recalculates when I change the 'how many...' field.
12/12/25
12/16/25
SHITE
Closed
490.0000
Choose UOM buttonWhen choosing a row from the pop up window, the field should be set to 1 / multiplier instead of just the multiplier
12/13/25
12/16/25
SHITE
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500.0000
save buttonneeds to call the refresh after saving. If I go to admin page and click refresh, the status updates.
12/12/25
12/17/25
SHITE
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520.0000
UOM Chooser pop up windowThe 'use' button should be on the far left.
When selected, the conversion value multiplier should be copied to purch_to_bom_ratio (changing field name to uombom_per_uompurch)
12/12/25
12/17/25
SHITE
Closed
530.0000
remove tabsRemove 'current' and 'enhanced' tabs.
the 'choose item type' button appears to do nothing.
12/18/25
12/18/25
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540.0000
choose uom buttonwhen choosing from the popup window, also transfer uom_conversion.uombom_per_uompurch to purchased_items. uombom_per_uompurch
12/18/25
12/18/25
SHITE
Closed
550.0000
Enhanced tab'refresh' button should be to the right of the 'our purchased item..' label.
Add a calculator btn/icon to the right of 'how many .. in 1 ...'
Lead days override can be half as wide, move lead days actual to the right of it.
Take away the 'green' coloring on the left side since they cannot enter that data.
12/18/25
12/18/25
SHITE
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560.0000
adjustmentsRemove 'editing:...'
Remove Details tab.
Change Enhanced label to General
Change Related label to Purchase Orders (n)
Upon 'saving' may need to 'refresh' the window so the generated fields recalculate.
12/18/25
12/18/25
SHITE
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570.0000
adjustmentsPO Num should be the po_num field.
PO date should be mm/dd/yy
Multi sort button should have up and down arrows.
Default sort when coming to this layout should be PO Date desc.
WIll need a multi filter button on po_num, z_status, created by, z_statusentry
12/18/25
12/18/25
SHITE
Closed
580.0000
adjustmentsThe far left portal column should just be an 'edit' icon/btn to go to related purchase_order_details record on /purchase-order-details/user/{uuid}
The descriptive text under the portal title should be to the right of the title.
The 4 sections at the top can be narrow enough to allow 4 columns across.
12/18/25
12/18/25
SHITE
Closed
590.0000
Move the multiplier columnto between the from and to columns, with and '=' to the left of it in it's own narrow column
12/13/25
12/19/25
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600.0000
updatesON general tab, purchase orders section should actually be labeled Vendor Catalog.
There does need to be another quick view purchase order portal section with just POnum, Date, Qty remain (po_num is hyperlink to /purchase-orders/user/{uuid})
The vendor catalog section just needs vendor name, vendor item name and status.
The tabs for the related vendor catalog and purchase orders can have more fields in their portal views.
12/19/25
12/19/25
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610.0000
another tabLabeled Costing after General tab
Placeholder for now, will have about 10 cost_xxx fields from the table.
12/20/25
12/20/25
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620.0000
costing tabcost_override_purch field does not trigger 'save' and is not kept when switching to admin.
The current uom_purch should display to the immedate right of cost_override_purch (text only, left justified).
Instead of labeling it 'override', it should be Current.
12/23/25
12/22/25
SHITE
Closed
630.0000
not displayingWhen entering safety stock in general tab and cost_override in costing tab, saving, then going to admin view, the values are in the fields. When I come back to the user view, those values are no longer showing.
12/23/25
12/23/25
SHITE
Closed
640.0000
Test on mission recordSeeing if it remember the uuid actual record and form
11/30/25
11/30/25
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750.0000
Status portal changesShould be Order/conditionalsql/result then edit button.
Future would be to have the value of the field referenced in the conditionalsql to the left of the portal so I don't have to switch tabs. We know the row that is not highlighted is FALSE, but seeing the field values may help troubleshoot faster.
11/30/25
11/30/25
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Closed
760.0000
List view fixesnew record
tables value list update
sortable headers
12/01/25
12/01/25
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Closed
790.0000
users admin formTrigger does not seem to be firing for status and z fields
12/01/25
12/02/25
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800.0000
list sort defaultsTable of preset list view sort defaults.
tablename, sort order, fieldname, asc/desc
12/02/25
12/02/25
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810.0000
last total and date movedMove the last total and last refresh to the right of go to records.
12/02/25
12/02/25
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820.0000
alert admin formadditional save button in all fields tab and top 'save' button not lighting up when needed.
12/02/25
12/03/25
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830.0000
alert going to full setInstead of the found set reported in the alert itself, it shows all records
12/03/25
12/03/25
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840.0000
Button form issuesbutton color field too close
portal headers not aligned with portal fields
is_primary checkbox in portal does not match data entry
12/02/25
12/04/25
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Closed
990.0000
new button nav highlightWhen creating new button, go to Button Name field and highlight so it can be immediately typed over.
12/01/25
12/05/25
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Closed
1030.0000
Buttons tab manage binsManage buttons should move to the far left of the tab
12/07/25
12/07/25
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Closed
1050.0000
company prefs revertneed a revert/cancel button next to save in case they don't want to save
12/07/25
12/07/25
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Closed
1070.0000
actions list navpublished version, hyperlink on actions list gives 404 error.
12/07/25
12/07/25
SHITE
Closed
1100.0000
nav from dashboard actions errorclicking action hyperlink in production gives 404 error
12/07/25
12/07/25
SHITE
Closed
1110.0000
Helpdesk dialog windowThe mission list drop down is not pulling the current mission list, it seems to be the same list as when we created this dialog.
Should this be a record in value_list that has the sql that is supposed to be used for this drop down?
12/07/25
12/07/25
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1120.0000
helpdesk rec creation dateSeems to not be today, even though that is the default in the table schema.
12/07/25
12/07/25
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1130.0000
Published timestampCreate a helpdesk ticket when publishing so we know which records/fixes happened after that most recent publishing.
12/07/25
12/07/25
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1140.0000
fix it buttonsThe buttons in helpdesk details section need to be immediately to the right of the helpdesk details title.
12/07/25
12/07/25
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Closed
1150.0000
nav from /customersclicking hyperlink on list view gave 404 error
12/07/25
12/07/25
SHITE
Closed
1160.0000
mission 'new record'Should end in the mission_name field ready to type
12/07/25
12/07/25
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1170.0000
save and refreshjust 'saving' on this form does not fully update the status.
Going to the admin tab and clicking'refresh' did complete the full 'save'.
Add the additional 'refresh' at the end of the save on this form so the status will update correctly. ( I assume perhaps the triggers need to be adjusted in their order or function, but if that's too complicated to fix now, just do the 'hack' patch for the moment.)
12/07/25
12/07/25
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1180.0000
actions statusThe status triggers are not completely properly on insert in actions table. There is no status on a record after creation. So either it is nto firing, or something else fires after it to 'reverse' it
12/07/25
12/07/25
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1200.0000
nav to admin form404 when clicking admin button immediately after publishing.
12/07/25
12/07/25
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1210.0000
not savingclicking save after entering data, then going to a different place in the system, then coming back, the entered data was no longer there.
12/07/25
12/07/25
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1220.0000
default sortwhen arriving here, default sort order should be:
group_name, role_name
Should this be put into table_sort_defaults or is that feature not ready?
12/07/25
12/07/25
SHITE
Closed
1230.0000
save or view issueWhen entering data in ship complete policy, then saving, then going to admin view, the data is not showing in the all fields section. T hen going back to user view, the data is gone.
So something is not 'saving' properly. Perhaps the wrong fields are displayed in user view?
12/07/25
12/07/25
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1240.0000
mission uuidIn published version:
When clicking 'add' in the actions section, the mission uuid is not carrying over to the actions record. The default for Est minutes is also being overwritten.
When clicking 'add', the cursor should end up in the actions.title field ready to type.
12/08/25
12/07/25
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1250.0000
button creation entryWhen new button, go to button name and highlight so it can be typed over immediately.
12/04/25
12/08/25
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Closed
1260.0000
trigger status actionTrigger doesn't fire on just an insert, it has to be refreshed or 'saved'
12/04/25
12/08/25
SHITE
Closed
1280.0000
Layout instructions tableFor 'help' text and possible video training link.
in primary header, pull from current route
12/05/25
12/08/25
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1290.0000
Apply Role ChangesDoesn't close window and return to user after applying.
12/07/25
12/08/25
SHITE
Closed
1300.0000
nav from /customershyperlink supposed to go to /customers/user
Got a 404 error in published version
First test after publishing.
Check all other 'list views' in the system to make sure they don't have the same issue.
12/07/25
12/08/25
SHITE
Closed
1310.0000
'today' button next to done_datedone_date can be narrower so the 'today' button displays better immediately to the right of it. Instead of the word 'today' it can just be a calendar icon that sets the done_date to today.
12/07/25
12/08/25
SHITE
Closed
1320.0000
nav to status-rules/user failednav button in the status rules tab of actions/admin seems to try to go to /status-tules/{uuid}, not /status-rules/user/{uuid}.
If we haven't created those user or admin forms yet, then we should.
12/08/25
12/08/25
SHITE
Closed
1340.0000
go to context buttonI no longer see the go to context button in the helpdesk detail section even though there hlepdesk detail captured
12/08/25
12/08/25
SHITE
Closed
1350.0000
parent value list nameNeed to navigate to the parent value list for this.
Can the title next to 'all value lists' be clickable to take me to the parent value list on value-lists/user/{uuid}
12/08/25
12/08/25
SHITE
Closed
1360.0000
evaluating buttonIn sql statement area, the evaluating button says evaluating... after clicking, but doesn't seem to stop. Either it is taking a long time to evaluate, or it's showing the wrong status.
A pop up window that shows the results of the sql (if it's valid) would be ideal. If the sql is invalid, the pop up window should state that it is invalid (and provide suggestions as to why if possible)
12/08/25
12/08/25
SHITE
Closed
1370.0000
sql statementneed a button to set the sql statement field to the default if there are children for this parent value list.
This is the standard when there are children.
SELECT
label,
value,
is_default,
sort_order
FROM value_list_items
WHERE z_kf_valuelistuuid = $1
ORDER BY sort_order
12/08/25
12/08/25
SHITE
Closed
1380.0000
sql statement fieldMake it longer so the full statement can be seen at a glance.
12/08/25
12/08/25
SHITE
Closed
1390.0000
odd visual represnetationwhen clicking the arrow in related search fields to view the record, it 'adds' another record with the same name.
When going back to the list view and coming back, it only has the original records (which is good), so it isn't technically 'adding' but I see them showing up in the related search fields area.
12/08/25
12/08/25
SHITE
Closed
1400.0000
sql statement fieldWhen returning to this record, the sql statement field no longer has the value that was entered previously:
SELECT
label,
value,
is_default,
sort_order
FROM value_list_items
WHERE z_kf_valuelistuuid = $1
ORDER BY sort_order
Did the new evaluation feature clear the contents?
12/08/25
12/08/25
SHITE
Closed
1410.0000
reload/refresh windowThe production browser side seems to not stay up to date. perhaps a 'hard refresh' button in the primary menu to the right of the home button?
Example is that the actions that are completed are still showing up on the dashboard even though it should be omitted since that portal is for 'open' records. I suppose we could put a portal filter above it, but I'm just checking if there is a 'different' method of when clicking the 'home' button, it truly refreshes the dashboard. IF that works, then a 'refresh' current screen on the primary header would be great.
12/08/25
12/08/25
SHITE
Closed
1420.0000
Customers/user adjustmentson the general tab, the billing notes should go to the billing tab.
credit limit, payment terms, field should go to billing tab.
Remove the phone primary field.
The right and left padding on the full screen can be half the current value to give more room.
At the bottom of the two columns should be a contact portal like the FileMaker provided screenshot.
12/08/25
12/08/25
SHITE
Closed
1430.0000
Customer contact issueThe 'add new contact' did bring up the right window, but the save button was below the scroll, it should be like a footer, or possibly have the window taller so it can be seen.
When clicking save, the window closed, but the record did not appear to be saved.
12/08/25
12/08/25
SHITE
Closed
1440.0000
customers adjustmentsonly CCF portal should have 'new' button, and it should be immediately to the right of the CCF label.
have the tabs be justified across the width of the layout.
12/08/25
12/08/25
SHITE
Closed
1450.0000
create action from mission/userMission does not carry over to new action created from /missions/user 'add new action' after saving. The mission appears to be empty or possibly defaults to helpdesk when it should be the parent mission that created it.
12/08/25
12/08/25
SHITE
Closed
1460.0000
new user processThe save button did nothing on the new user screen.
Is the /users/user form working properly when creating a new user from the /users screen?
12/08/25
12/08/25
SHITE
Closed
1470.0000
which dashboard menuInstead of a Title saying 'customers dashboard', the primary button on the left should be highlighted somehow to know this is the portion of the dashboard we are viewing.
12/08/25
12/08/25
SHITE
Closed
1480.0000
Actions sectionTitle of section should be Mission Actions for {mission_name}
Should be 4 columns:
done_date checkbox, title, assigned_to, date_start (mm/dd/yy)
The date_start here does not match the value of date_start on /actions/user.
12/08/25
12/08/25
SHITE
Closed
1490.0000
section placementThe progress section should be above the mission actions section.
The mission details section can be 20% narrower so the sections on the right can be wider.
Hyperlink in actions section should be blue and underlined.
12/08/25
12/08/25
SHITE
Closed
1500.0000
default sortingWhen arriving at this view, default sort should be:
target_table, target_field,eval_order
12/08/25
12/08/25
SHITE
Closed
1510.0000
verified lastbutton to the right of the field that sets the value to today.
12/08/25
12/08/25
SHITE
Closed
1520.0000
Customer/userIn general tab, remove company_name.
Add 'Created:" z_createdat (mm/dd/yy)
Add Customer Service Rep, (related username from users by z_kf_csruuid = z_kp_useruuid. have an edit icon button next to it that will popup window to choose a user.
Window pulls all users that have the role name CSR. (joining roles to user_roles to users)
Window has search field, cancel, Save, info, and helpdesk at the top.
The list with sortable header columns will have:
Choose button, last name, first name, username (all uneditable)
Clicking choose will set z_kf_csruuid to the user record chosen.
12/08/25
12/08/25
SHITE
Closed
1530.0000
role user portalthe title at the top should have 'edit role' in smaller font (like the description text), then role_name in bigger bold font, then the z_status, z_statusentry badges.
To the right of the role details section should be a portal of users that have this role (join to user_roles to users)
sortable portal headers
columns in portal:
nav to button/icon, last name, first name, username
The nav to button goes to /users/user/{uuid}
12/08/25
12/08/25
SHITE
Closed
1540.0000
new user not savingAfter creating a new user, the save button will not save.
12/08/25
12/08/25
SHITE
Closed
1550.0000
list view formatWhen navigating to this view, go to search field for immediate typing.
Search field should be to the far left, x of y records, like the other list views (sortable column headers, multi sort, etc)
The only difference on this form is that the 'add contact' button needs to go to /customers page instead of creating a new contact (since they need to find or add the parent customer, not just an orphan customer contact.
12/08/25
12/08/25
SHITE
Closed
1560.0000
customer contacts list viewEdit button all the way to the left that goes to the same popup window that is used by the contacts portal on /customers/user
Use the same column order here in the list view as the contacts portal on /customers/user (except add the company name to the left of the edit button on the row)
Also don't need the title or international column
12/08/25
12/08/25
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Closed
1570.0000
/actions/userLost the title that used to be at the top that had the mission name to the right of the 'all actions' text, then the title of the action record in bigger bold font, then z_status and z_statusentry.
Also, the 'for: {mission name} and Change mission button are supposed to be to the right of the action title above it (make the title field half the size so they will fit)
12/08/25
12/08/25
SHITE
Closed
1580.0000
nav to mission/userFrom here, the nav link with mission_name seems to attempt to go to /missions/{uuid} instead of /missions/user/.{uuid}
12/08/25
12/08/25
SHITE
Closed
1590.0000
no action records showingIn day view, there are no records showing. It also isn't obvious on the screen what day I am looking at. The title next to the arrows at the top left would be a good place to show that.
12/08/25
12/08/25
SHITE
Closed
1600.0000
assigned toAssigned to should be a pop up window of users (similar format to the one we used in the /customer/user page to choose CSR, but this is simply pulling all users where z_inactive is not null
12/08/25
12/08/25
SHITE
Closed
1610.0000
Customer logo issueWhen saving after uploading a jpg, the uploaded logo disappears and says 'no logo'
12/08/25
12/08/25
SHITE
Closed
1620.0000
customer adjustmentsAdd notes_internal above the other 2 notes fields, make them shorter so all 3 fit in that area.
Add z_active and z_inactive below Customer Service Rep with buttons to the right to 'Activate' or Deactivate'.
12/08/25
12/08/25
SHITE
Closed
1630.0000
customers tabThe ship not before days field should be to the right of the Ship not before or after field. It should be inactive if ship not before or sooner is not before.
Same for ship tolerance number. Put to the right of ship tolerance pct and be inactive if ship tolerance pct <> plus/minus..
12/09/25
12/08/25
SHITE
Closed
1640.0000
UOM chooser buttonI thought we had a UOM chooser button to change the two UOM fields here?
12/09/25
12/08/25
SHITE
Closed
1650.0000
Thai questionsEverything ready to ask Ty to make the most of the meeting.
thai.phung@gmail.com
12/03/25
12/09/25
SHITE
Closed
1660.0000
purchased-items/user updatesremove purchased item process section.
revert and Save button should be at the top like other /user pages.
top tabs don't look like the other user pages.
top title should have {name} to the right of the bold title, same big bold font, then z_status and z_statusentry
General section should be above the purchase uom inventory section.
12/09/25
12/09/25
SHITE
Closed
1690.0000
vendor/user adjustmentsTop should have the vendor name to the right of the title and in big bold, then z_status and z_statusentry badges. the arrow should be 'vendor lists'
There needs to be a revert button next to 'save', remove the 'user' button since that is where we are, and leave the admin button.
Need tabs for: General, VendorParts (related to vendor_catalog), Purchase Orders (just placeholder for now until we create that table), Documents, Log
All content currently in vendors will stay in the general tab.
At the bottom of the general tab will be a portal of Vendor Contacts (related to vendor_contacts).
This will be like the customer contacts portal on /customers/user with the 'add new contact' and similar field order in the portal.
12/09/25
12/09/25
SHITE
Closed
1700.0000
add existing vendor buttonVendor list chooser
From /purchased-items/user (vendors section)
Clicking the ‘add existing vendor’ button should bring up a popup window to choose from all Vendors.
The list will be similar format as the /vendors list view page, but there will be a ‘choose’ button on the far left of each row and a ‘cancel choosing’ button at the top left of the window.
When clicking ‘choose’, a new record is created for /vendorcatalog/user with the z_kp from purchased items to put into vendor_catalog z_kf_purchased_itemuuid, and the z_kp from vendors put into vendor_catalog z_kf_vendoruuid.
It would then go to the vendor_item_name field for immediate entry.
12/09/25
12/09/25
SHITE
Closed
1710.0000
admin view does not match standardNeeds to be like /actions/admin and what we put in the instructions file
12/09/25
12/09/25
SHITE
Closed
1720.0000
Title textNo text needed under 'vendor catalog'
arrow should be 'vendor catalog list'
to the right of the vendor item name' z_status, z_statusentry badges
12/09/25
12/09/25
SHITE
Closed
1730.0000
hyperlink in customer columnThis is supposed to go to customers/user/{uuid} but it had a handling issue.
12/10/25
12/10/25
SHITE
Closed
1740.0000
add lucidchart_url field below training urlShould have a button next to it to open the url in a new page if it is not null
12/11/25
12/10/25
SHITE
Closed
1750.0000
buttons layout adjustments
default sort when arriving is Group name, is_primary desc, button name.
12/11/25
12/10/25
SHITE
Closed
1760.0000
clicking admin has errorApplication error: a client-side exception has occurred while loading v0-cinova-dev-3e.vercel.app (see the browser console for more information).
12/11/25
12/10/25
SHITE
Closed
1770.0000
nav to /roles/userSlow loading the page, but still gets there. A ready added indexes.
12/08/25
12/11/25
SHITE
Closed
1780.0000
nav to primary routemake the field in table_name_actual column a hyperlink(blue underline) that navigates to primary_route_path if primary_route_path is not null. If primary_route_path is null, table_name_actual should be normal text, not hyperlink.
12/11/25
12/11/25
SHITE
Closed
1790.0000
tab adjustomertadd the (n) value in the tabs that have related record portals to show how many related records they have.
12/11/25
12/11/25
SHITE
Closed
1820.0000
default filterWhen coming to calendar, default filter to status of Open
12/11/25
12/11/25
SHITE
Closed
1830.0000
List view buttonAdd button to the right of Day to navigate to /actions (list view)
12/11/25
12/11/25
SHITE
Closed
1840.0000
Middle section fieldsThe fields in the yellow area are for display only, but they 'look' like a user can click in it and change it. Should just be display only.
12/12/25
12/11/25
SHITE
Closed
1850.0000
after setting done date with calendardate shows in done_date area, save button activated, but when saving, the date that was in done_date is removed from display, although it is still technically in the record if I go to admin page
12/12/25
12/12/25
SHITE
Closed
1860.0000
drag and dropWhen dragging to a different day, the date_start changes, but the date_end does not change in the record.
12/12/25
12/12/25
SHITE
Closed
1870.0000
portal record countadd the (n) value in the tabs that have related record portals to show how many related records they have.
12/11/25
12/16/25
SHITE
Closed
1880.0000
Change missionto the right of the Action title, show the parent mission_name with a button next to it 'Change Mission' that opens a popup window of all missions in alphabetical order with a search field at the top and a cancel button to the right at the top.
the list of mission names should have a button to the left 'Choose' that will set the current action record z_kf_missionuuid to the z_kp of the mission chosen, then close the window.
Choose button needs to be on the LEFT. May need to also bring over the mission name or check if it is really changing the missionuuid since the missionname doesn't change on the action screen unless it's not refreshing when copied over.
12/08/25
12/17/25
SHITE
Closed
1890.0000
AdjustmentsUse po_num instead of the uuid for displaying PO ID:
No longer need the 'how to complete...' section.
List view button should be to the left of the Title, then 'PO#: {po_num} then ' for: ' then vendor_name, z_status, z_statusentry badges.
There should be a related purchase_order_details record but it's not showing where the portal should be.
The save and revert buttons should be to the left of the 'admin' button.
12/18/25
12/18/25
SHITE
Closed
1900.0000
Sold Items published naverror when going to status-rules nav from sold items admin in published version
12/07/25
12/19/25
SHITE
Closed
1910.0000
refresh web pageAfter creating a new mission record and saving, going back to the mission list does not show the new record. Even in a search, or the 'x' after attempting a search. Have to refresh the browser page.
12/07/25
12/19/25
SHITE
Closed
1920.0000
adjustmentsAll fields section should have fields in alphabetical order.
Missing the other tabs like /actions/admin page.
12/19/25
12/19/25
SHITE
Closed
1930.0000
adjustmentsTop left, to right of arrow should be: PO Details List, then PO Num: po_num, ' for ', then our item name and z_status badges.
Remove the instructions section.
Parent details section can go on the left.
Purchase order line details can be much narrower, just enough for the section label.
Vendor name should go in the parent section (and hyperlink to go to vendors/user/{uuid}.
Notes can go under vendor name in parent section.
Our purchase item details can be in the middle with Vendor item and desc at the bottom of that section.
12/19/25
12/19/25
SHITE
Closed
1940.0000
adjustmentssave button to the left of 'user view', and refresh to the left of that.
All fields tab needs fields in alphabetical order.
The other tabs need to be like /actions/admin page.
12/19/25
12/19/25
SHITE
Closed
1950.0000
updatesThere seem to be a lot of fields here that aren't in the neon table. Remove them and make sure the non-'z' fields are showing here.
Revert button should be to the left of save.
z_status badges shoudl be to the right of the mold name.
The other page /molds does not have sortable headers like a true list view. ensure it follows the /actions pattern.
12/19/25
12/19/25
SHITE
Closed
1960.0000
choose tax classpop up window needs to be wider so the columns are easier to read.
After 'choosing' from window, the z_kf_uuid was not set, and the text did not show up on the general tab
12/19/25
12/19/25
SHITE
Closed
1970.0000
new sold item button##### Adding new Sold Item from /sold-items ‘add new’ button #####
Must be unique to sold_items. part_number and purchased_items. name (all caps, rtrim, ltrim, no double spaces, etc)
Use similar process to dialog when creating new purchased item on /purchased_items
If new sold item name is valid, use that name to create a new sold_items record.
Also use defaults from company_location:
company_location table to sold_items table
solditemcommissionpct To commission_pct
solditemgensetup To setup_fee
solditemoverheadrate To overhead_rate
solditemscraprate To scrap_rate
uom_sold To uom_sold
productionleaddays To production_lead_days
z_kf_taxclassuuid To z_kf_taxclassuuid
To z_kf_manufacturingtypeuuid
eco_required_flag To eco_required_flag
mold_cavities To mold_cavities
mold_concurrence To mold_concurrence
mold_heats_per_hour To mold_heats_per_hour
mold_parts_per_hour To mold_parts_per_hour
Multi pricing default records added to sold_item_pricing table
For every record in sold_item_pricing_defaults table:
(New z_kp_sold_itemuuid from ‘new sold item’ process above) To z_kf_solditemuuid
z_kp_solditempricingdefaultuuid To sold_item_pricing .z_kf_solditempricingdefaultuuid
sold_item_pricing_defaults .qty To sold_item_pricing .qty
sold_item_pricing_defaults .margin To sold_item_pricing .gross_margin_pct
Go to /sold-items/user/{uuid} page
12/20/25
12/20/25
SHITE
Closed
1980.0000
all fields tabThe fields do not appear to have values from the table (example is logourl).
Confirm that all fields from this table are correct
12/20/25
12/20/25
SHITE
Closed
2000.0000
updatesarrow at lop left should also say 'sold items list'. Don't need the subtext under the part_number title. Do need the z_status, z_statusentry badges.May not need the 'refresh needed' badge since the 'refresh pricing' button is basically right next to it doing the same thing.
Do need a Make active and make inactive button.
Don't need the 'molding assumptions' label in that section.
Don't need the 'general part information' label on general tab (redundant).
Above the portals in the second column should be the make active and inactive buttons with their corresponding fields (z_active, z_inactive).
The buttons should activate when they can be clicked.
Example, Make inactive can be available anytime that z_inactive is null.
Make Active is available when z_inactive is NOT null. Clicking either sets the corresponding field to current timestamp, and the opposite field to null.
12/25/25
12/26/25
SHITE
Closed
2010.0000
Database schema manualCreate the manual to document proper database patterns
12/28/25
12/27/25
SHITE
Closed
2050.0000
start/stop timecardmove the start timecard button to the right of the 'view on Calendar' button. Should be a stop timecard button to the right of that.
12/28/25
12/28/25
SHITE
Closed
2060.0000
only 2 recordsClicking button from dashboard or mission queue to go to /actions/queue only shows 2 action records.
12/30/25
12/30/25
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Closed
2230.0000
credit limiton the billing tab, credit limit needs to be normal entry and half the current width.
Can't enter data easily. Display as currencty with comma for thousands.
12/31/25
12/30/25
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Closed
2240.0000
add step buttonon routing tab.
no records showing from routing_master.
Window should be wider to see columns better.
12/19/25
12/18/25
SHITE
Closed
2290.0000
adjustmentssave button should be to the left of admin button (which should be a gear icon), and revert to the left of save.
Master list link should be to the right of the back arrow, then "Routing Master", then the Work Center Name.
2 tabs needed:
General, BOMs (n) (this will be a portal to related from sold_item_routing with sold item name as a hyperlink to go to /sold-items/user/{uuid})
12/19/25
12/19/25
SHITE
Closed
2300.0000
adjustmentspart name and status should be in the top blue area centered.
save button to the left of admin button (should be gear icon), revert to the left of that.
12/19/25
12/19/25
SHITE
Closed
2310.0000
adjustmentssearch field should be half the width, then 'add molds' button, the 'x of y records', then 'show omitted'
12/19/25
12/19/25
SHITE
Closed
2320.0000
mold updatesNeed 3 tabs on this page.
General (with all of the current content)
Sold Items (portal of related solditem_molds)
Maintenance (portal placeholder)
Backlog (portal placeholder)
Orders (portal placeholder)
On the general tab, add the 'notes' field to the additional inofrmation sectoin
12/19/25
12/19/25
SHITE
Closed
2330.0000
updatesSave button should be to the left of admin button (which should be a gear icon), and revert button to the left of that.
the part name and status should be up in the blue area at the top and centered.
Quotes tab is portal to quote_details
Orders tab is portal to order_details
Inventory tab is portal to inventory_onhand
SubPart tab is portal to solditem_bom
Quality will be multiple portals to CCF, CAR, NCR, RGA, ECO
12/19/25
12/19/25
SHITE
Closed
2340.0000
sold item adjustmenton general tab, manufacturing type should have a button to choose that pops up window of records from manufacturing_types. Button all the way on the left in window (choose) that will set z_kf_manufacturingtypeuuid in sold_items from z_kp_man... (get fields from neon).
Then the related Manufacturing type will display as unetiable text.
12/19/25
12/19/25
SHITE
Closed
2350.0000
Create Sold ItemConfirm steps match instructions
(defaults pulled, confirm unique, set defaults, z_status, z_statusentry)
Create Multi Pricing records
12/20/25
12/21/25
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Closed
2370.0000
manufacturing type buttonon General tab, there used to be a manufacturing type field and 'choose' button. The label is there, but button and field are gone.
The uom Feld should be at least twice as wide as it currently is.
The prod lead time days field only need to be as wide as the label.
12/23/25
12/22/25
SHITE
Closed
2380.0000
updatesNo sold_item_bom_mp records are showing at the bottom portal.
There are no records in sold_item_bom_mp, so that process is not creating them properly (check the manual for that process).
The only green editable fields in the top area should be the qty_uom_bom_for_1 and lead days.
The purchased item name in the BOM quantity section should be hyperlink to go to /purchased-items/user/{uuid}
Lead days field should be half the current width.
Purchased Item Pricing section should show portals for related purchase_order_details and vendor catalog if the current BOM item is purchased item (z_kf_purchaseditemuuid is not empty). If z_kf_subsolditemuuid is not empty, then the portal should be sold_item_pricing for that subpart.
12/23/25
12/23/25
SHITE
Closed
2390.0000
follow patternadmin view should follow pattern in /actions/admin
12/23/25
12/23/25
SHITE
Closed
2400.0000
updatesDelete button does nothing. should have dialog to confirm deletion. If confirmed, flag parent sold item as refresh needed, delete this record and related sold_item_bom_mp records.
save button should be on the right side, to the left of the delete button.
12/23/25
12/23/25
SHITE
Closed
2410.0000
save buttonthe save button doesn't appera to do anything. The revert button is supposed to be to the left of the save button.
12/23/25
12/23/25
SHITE
Closed
2420.0000
Coming from /sold_items/user bom tabNow I can't see parent part or navigate back. We lost something in the last change you made
12/23/25
12/23/25
SHITE
Closed
2430.0000
create actionFrom /actions/user above portal,
est_minutes not setting to default from table.
Allow on Calendar not setting to default from table.
Date_start and date_end not setting to today as default.
12/20/25
12/29/25
SHITE
Closed
2480.0000
updatesdid not create sold_item_bom_mp records when sold_item_bom record created.
12/23/25
12/29/25
SHITE
Closed
2490.0000
closerI think we are almost there. When 'saved', it did not propogate the purch qty for 1 fields in the sold_item_bom_mp records.
When changing a cost field in a sold_item_bom_mp record, it changed all of them instead of just that row. It also did not seem to recalculate the other fields on the sold_item_bom_mp record.
May need to verify that the right fields are displaying on that portal.
12/24/25
12/29/25
SHITE
Closed
2500.0000
updatesOnly need the General tab on this page. But we do need the other fields and in the format from previous version so the user can choose radio button for hr/min.
Also need obvious way to go back to parent part since they may have arrived here from the edit button on sold-items/user in the Routing tab.
Also, the admin version of this page does not follow the /actions/admin format.
12/25/25
12/30/25
SHITE
Closed
2510.0000
updatesNeeds 'back to quote: ####' link at top arrow. Since this is a 'user' screen, they may also arrive here from the /quote_details list view in which case we need a 'back to quote details list'. Also, in the Item details section, the date to deliver and date to leave dock can be after the sort order field.
Selection for quote and order can be under that, and then the notes field below that.Feels like the delete button at the top should be to the far right, and th 'admin' button to the left of that.
12/25/25
12/26/25
SHITE
Closed
2540.0000
Order linkadd Order# Field below Customer PO on General tab that is an uneditable hyperlink to /orders/user/{uuid} display orders.order_number.
Please remove any placeholders in date fields that have mm/dd/yyyy
12/26/25
12/26/25
SHITE
Closed
2550.0000
updatesedit button should be on the far left. No admin button on this page.
Customer should be hyperlink blue/underlined to go to customers/user/{uuid}. columns need to be sortable.
Should be following the /actions list view format
No 'new quote detail' button is needed on this page, but the search and multi sort should be
12/26/25
12/26/25
SHITE
Closed
2560.0000
updatesneed an edit button in the portal for order_details that goes to /order-details/user/{uuid}.
Also, move buyer details to be under the General section, and move shipping details and billing details to the left so the Order Timeline section is at the top right of the 4 column display.Also need a 'revert' and save button to the left of the 'cancel order' button.
The company name and status should be more centered at the top.
The Biz uint and location fileds can be removed from General section.
12/26/25
12/26/25
SHITE
Closed
2590.0000
update ordersportal at the bottom should have at least 1 record (neon has 1).
Should also be a tab at the top after General for Order Lines that also shows the same portal, just more rows at a glance instead of only the first 2 or 3 on the genral tab
12/26/25
12/26/25
SHITE
Closed
2600.0000
csr isr buttonThey should be where the label is instead of the label and the related value of the username should be uneditable where the button currently is.
12/27/25
12/31/25
SHITE
Closed
2650.0000
updates order-detailsSales order field is supposed to be uneditable hyperlink/blue of order_number from parent order.
list view button is supposed to be all the way to the left as a left arrow with 'Order Details List" text as hyperlink to /order-details.
Admin button is supposed to be gear icon.
Revert and save button are supposed to be to the left of admin button.
Sold Item field is to be uneditable, blue/hyperlink navigating to related sold_items.
There should be a portal at the bottom of related order_details_wo records and a tab at the top that also has that same portal but more rows.
Date fields are not supposed to have placeholders, just the calendar icon to choose the date.
Line subtotal field should have comma for thousands in display since it is currency.
It will end up being a 3 column page with the portal at the bottom. The tabs at the top should be justified.
12/31/25
12/31/25
—
Closed
2660.0000
company addressbutton to add is not working. Should go to a screen simliar to customer-contact, but using company_location_address
12/18/25
12/18/25
SHITE
Closed
2810.0000
updatesthe Sold Item tab:
Put into 2 columns. Everything there can be on the left.
Add a portal on the right to show all records from sold_item_pricing_defaults (not a related table).
User can edit directly from that portal.
Manufacturing type should have a button to choose from manufacturing types (pop up window like on sold items user page)
12/19/25
12/19/25
SHITE
Closed
2820.0000
save does not saveValues on sold items tab are erased after saving and leaving record and coming back.
When editing commission, overhead rate, and scrap rate, the result should be displayed as a percentage and stored accordingly:
This is the calc I used in FileMaker:
Let ([
_currEntry = SoldItemCommissionPct ;
_display =
Case (
IsEmpty ( _currEntry ) ; 0 ;
_currEntry < 1 ; _currEntry ;
Truncate ( Round ( _currEntry / 100 ; 2 ) ; 2 )
)
];
_display
)
12/20/25
12/19/25
SHITE
Closed
2830.0000
sold items tabthe 'choose' button to the right of manufacturing type label should have the action of the 'choose manufacturing type' button (setting company_location. z_kf_manufacturingtypeuuid to the chosen manufacturing type z_kp...uuid )
Then remove the 'choose manufacturing type' button.
The uneditable related value of manufacturing type should be under the manufacturing type label.
12/20/25
12/19/25
SHITE
Closed
2840.0000
sold item tabcommission, overhead, and scrap should be much narrower and be displayed at %.
General Setup should be displayed as Currency
12/20/25
12/20/25
SHITE
Closed
2850.0000
sold items tabfields in sold item defaults do not work properly and do not trigger a save action when changed.
Numeric fields just let them enter, don't modify input.
ECO radio is not allowing selection.
It appears quite a bit of data was lost in the last few processes.
Confirm that any 'save' is a true 'save' and not overwriting unchanged fields with 'null'
12/20/25
12/19/25
SHITE
Closed
3030.0000
Alerts import from FMAfter confirmed process
Add field for if validated or is it already in the 'status entry' for invalid sql?
11/29/25
12/04/25
SHITE
Closed
3060.0000
function errorlast refresh error:
f.query is not a function.
Disable validating the alert query function since we don't have that feature yet.
Remove the alert query function and alert query payload fields from the page.
12/13/25
12/25/25
customerservice
Closed
3080.0000
portalsAll portals should be narrow enough to be on the right side of the screen in their own section (the other fields are in their section on the left side).
12/20/25
12/20/25
SHITE
Closed
3100.0000
time defaultsThe actions table already has defaults for time_start and time_end. Somewhere a script is overwriting those defaults on insert to be 5pm for end time and 8am for start time. That overwrite should not need to be there since the default is in the actions table already.
12/08/25
12/07/25
SHITE
Closed
3110.0000
the 'see all actions' is giving an errorin the published version.
Same error when clicking 'list of actions' on the /actions/user page.
12/12/25
12/11/25
SHITE
Closed
3120.0000
in progress statusWhy is that even an option since the status-rules for actions for z_status don't have that as an option? What is setting z_status to that value instead of following the status-rules for that table?
12/07/25
12/12/25
SHITE
Closed
3130.0000
save buttonWhen 'adding action' from /missions/user page, it does not allow saving and does not create the record.
12/13/25
12/17/25
SHITE
Closed
3140.0000
pricing tabNo sold_item_pricing records are showing in the portal but they are in the neon database.
12/23/25
12/22/25
SHITE
Closed
3180.0000
Tablesshow table stats with navigation to related data
nav to a list view for that base table (default for user or dev? there is a field with that)
fields
filter search
listsearch
functions
triggers
unfinished tasks for launch
11/28/25
12/06/25
SHITE
Closed
3210.0000
nav from /app-tablesonly primary header showing, all white space below that.
12/07/25
12/07/25
SHITE
Closed
3220.0000
Go to search vieldOn arriving at this layout, go to the search field so user can immediately start typing
12/08/25
12/07/25
SHITE
Closed
3230.0000
add valid_sql to pagesAdd new column for portal, and in data entry side on the right.
Current green 'valid SQL' label to the right of condition_sql does not seem to be accurate. I change the condition_sql to something totally wrong and saved and the 'valid sql' green label didn't change. Perhaps that will need to be based on the valid_sql field now. Is there a trigger to update valid_sql when condition_sql is changed and saved? Is the 'save' button passing the right parameters?
Also put the new field on the /status-rules list view as sortable. May need to 'trigger' all current rows to ensure that valid_sql is set properly now for all status_rules.
12/12/25
12/11/25
SHITE
Closed
3240.0000
sold_item_bom_mpIs the portal here showing the right records? The green fields are supposed to be editable.
This is showing subpart data, but I chose a purchased item but I do'nt think the data transferred properly from that process.
Check the manual to verify the process of adding a purchased item to the BOM and the fields after that.
12/23/25
12/23/25
SHITE
Closed
3260.0000
sold item list updatedefault sort when arriving should be part_number asc.
Remove 'find sold item' button.
Search field should be far left.
Sold Item Status filter section should be to the immediate left of the multi sort button.
12/23/25
12/22/25
SHITE
Closed
3290.0000
Form InstructionsProvide base table
provide fields for detail area
admin button if role
back to list view
action buttons
11/29/25
12/06/25
SHITE
Closed
3350.0000
helpdeskIt appears multiple 'helpdesk' missions are being created whenever a new helpdesk record is made. It should be finding the current helpdesk mission (the default in company_location) or if that does not exist, see if another mission named 'helpdesk' already exists and use that uuid. Only when there is no default in company_location or existing mission named helpdesk should a new mission be created. Perhaps the correct uuid is not being 'fetched' when user clicks on helpdesk button? That is supposed to be the default on the dialog window and the user can choose a different mission from that window, but there already would have been a default.
12/23/25
12/23/25
SHITE
Closed
3370.0000
creation of sold_item_bomWhen 'adding bom item' from sold_items bom tab, when choosing from the purchased_items list, it is supposed to get the cost_override_purch and set that to unit_cost_purch. Also, that value should be used in the related sold_item_bom_mp records. Those fields do not appear to be editable on this page but they should be. The qty_uom_purch_for_1_c is also supposed to have already generated from values inserted from the purchased_item chosen. It is not displaying here so either those values are not being inserted (does the manual need updating?) or it is displaying incorrectly.
12/23/25
12/23/25
SHITE
Closed
3410.0000
updatesCloser. still cannot edit green price fields in sold_item_bom_mp.
also, the qty_uom_purch_for_1_c did not appear to calculate after insert from purchased_items.
Also, the purchased item pricing section is supposed to show portals of related vendor_catalog and purchase_order_details for this purchased item uuid. pic example included.
12/23/25
12/23/25
SHITE
Closed
3440.0000
Mission form 'save'Mission form has both save and update buttons.
Remove 1
11/29/25
12/04/25
SHITE
Closed
3620.0000
updatesgeneral tab: add existing vendor no longer working. Neither is the same button on the vendors tab.
Costing tab: entered a value in the green field, but not displaying as currency.
12/23/25
12/30/25
SHITE
Closed
3650.0000
URL restrictiontyping in url (prevent accessing other layouts without role check
back button
11/29/25
12/05/25
SHITE
Closed
3740.0000
New from mission actions portal in actionsretains current record values except the title at the top says New action.
Needs to create a blank record with the same mission as the action it was coming from and go directly to the blank Action title field.
11/29/25
12/01/25
SHITE
Closed
3820.0000
testing the new buttonfrom the mission actions portal in action form
11/29/25
12/02/25
SHITE
Closed
3830.0000
copy fix command buttoncosmetic, button should be to the right of helpdesk details section title.
Also, perhaps we need some checkbox options on the helpdesk record entry for:
Cosmetic, schema issue, etc
12/07/25
12/06/25
SHITE
Closed
3850.0000
action listclickable text immediately to the right of x of y records:
(show {y-x} omitted). Displays only the records that are not in the current list. (Like FileMaker show omitted only feature)
12/07/25
12/07/25
SHITE
Closed
3860.0000
action timestart/end defaultNot getting populated for new record even though it is set as default in tableschema
12/07/25
12/07/25
SHITE
Closed
3870.0000
documents in v0 folderAny benefit to having those?
Admin view creation instructions
Form view creation instructions
Charter style goal
anything else helpful?
12/07/25
12/08/25
SHITE
Closed
3880.0000
inventory typeon general tab, there is a label 'inventory type' but I think the field is is_inventory_item which is boolean. So the label should be "Inventory this Item" and have true/false as radio button options
12/23/25
12/23/25
SHITE
Closed
4020.0000
is_inventory_itemchanging it here and saving, going to admin view, the value is not changed, come back here and the value is empty. Either the field on user is wrong or it is not saving
12/23/25
12/23/25
SHITE
Closed
4030.0000
Test2 for helpdeskcheck the debug logging.
also, the initial helpdesk window does not show a 'default' mission. It doesn't 'have to' if it is correctly set to existing helpdesk if the user does not choose. Jus tmaking an observation.
12/23/25
12/23/25
SHITE
Closed
4050.0000
portal of related actionsOn the right side, the portal is there with multipie rows, but no text is showing (action title, date_start)
12/23/25
12/23/25
SHITE
Closed
4070.0000
setting target priceAfter clicking 'save' on the Choose target price dialog window, the new target price values were not showing in the sold_item_pricing portal until I left the screen and came back. It should auto refresh if I click save on the dialog window.
12/23/25
12/31/25
SHITE
Closed
4080.0000
Quote formWhen adding line, after choosing and closing window, the record needs to be 'triggered' for z_modified so the status triggers will run and then the page needs to 'refresh' so the added lines will display on the portal.
CSR and ISR names are not displaying from related even though there are uuids for each.
01/01/26
12/29/25
—
Closed
create poProcess from vendor catalog did not copy bill to or ship to address from company_locations.
Hyperlink for vendor here does not go to vendors/user
Terms from Vendor did not copy here.
Save button should turn red when saving is needed.
Revert button should be to the left of save.
Admin button should be gear icon.
po_num field should be hyperlink to go to /purchase-orders/user/{uuid}
12/19/25
12/29/25
SHITE
Closed
not following admin patternThis is not following the admin format from the template manual we created.
Neither does the /order-details/user page follow the proper format
12/31/25
12/31/25
—
Closed
admin buttonerror when clicking admin button (which is supposed to be all the way to the right in that row)
12/31/25
01/07/26
—
Closed
add item to PO buttonon the General tab, the add item button does not appear to do anything.
It should pull up a 'chooser' window of vendor_catalog records where the vendoruuid matches.
If the vendor_catalog item is already in the purchase_order_details by z_kf_vendorcataloguuid, then the 'add' button in that window should be grey/active.
Column order in chooser window:
'Add' button, vendor_catalog.vendor_item_name (as blue/underlined hyperlink to vendor-catalog/user), uom_po, moq_uom_po, price_per_uompo, purchased_items.name (as blue/hyperlink to purchased-items/user) related by z_kf_purchased_itemuuid from vendor catalog.
The add button should insert a new line for this purchase_order and bring all corresponding field to purchase_order_details like the 'create new po' button from vendor-catalog/user but without creating a new purchase order.
Check neon to confirm.
01/08/26
01/08/26
—
Closed
admin view patternThis is not following the correct admin view from the template.
01/01/26
01/08/26
—
Closed
list view formatadjust to follow the list view format from the manual.
The current FG or Purchased and On Hand Status filters should be in a multi-filter button (like actions list view).
All column headers sortable and multi sort button. Follow manual.
01/14/26
01/13/26
—
Closed
updatesbuttons on the general tab should have similar 'chooser' window function as the quotes/user form, they are just setting the corresponding field here instead of quotes.
The top title should have the actual z_status and z_statusentry badges instead of static text.
12/27/25
01/13/26
SHITE
Closed
add inventory location chooser buttonOn shipping tab, shrink shipping setting to half as wide, add another section for Receiving Defaults with related inventory_locations. inventory_location_name.
need chooser window of inventory_locations (list view with search field, cancel choosing button to close window, sortable columns, choose button on far left column, inventory_location_name, description). When 'chosen' set the z_kf_definvlocuuid. check neon.
01/14/26
01/14/26
—
Closed
list view formatThis page should follow the list view format. It should also have a 'View' button at the far left of each record to go to the user view for this table.
01/14/26
01/14/26
—
Closed
Vendor updateUser view
-general tab. Narrower fields for 3 section/columns. Approved by and date are not editable, an ‘approve’ button in that section will set those. Remove vendor name from the general tab. Chooser button for terms to set z_kf_termsuuid. Add notes field. -vendordetails. Need section with related vendordetails fields and button to add/edit (there will only be 1 related record for this, but not every vendor will have them).
Add new contact button in Vendor Contacts section should be to the right of the Vendor Contacts section title.
-purchase orders tab. (N) format. Need 2 sections, purchase order headers portal (hyperlink on po_num, purchase order details portal (hyperlink on po_num.
-Documents tab should have portal and dialog to add new like customers page.
01/02/26
01/14/26
—
Closed
helpdesk windowThe Create Help Desk Ticket window:
Drop down for Mission is empty. Should be all missions alphabetically
01/10/26
01/15/26
—
Closed
costing tabentering a value in the green 'current' field is not easy. It keeps reseting the decimal point. I just need to be a simple edit field. User just types it in.
12/23/25
01/17/26
SHITE
Closed
helpdesk dialogwhen creating new ticket, only allow active missions in the choose drop down (still sorted alphabetically
01/01/26
01/18/26
—
Closed
updatesGeneral tab: Safety stock field should be at the top of the Purchase UOM section and editable
BOM portal should show related sold_item_bom. z_kf_purchaseditemuuid records.
Fields in portal should be: sold_items.part_number (hyperlink to go to it), qty_uom_purch_for_1_c, uom_purch
(should be similar to what is in the BOM tab (which should have (n) on that tab)
12/23/25
01/23/26
SHITE
Closed
not showing on customers tabrelated csr name not showing on customers tab even though the z_kf_uuid is in the record.
01/24/26
01/24/26
—
Closed
Customers tab-add field to choose uuid default from a chooser window of users table of users that have the role of CSR in user_roles (check neon) it will set the field: z_kf_csruuid
-contract review and order acknowledgment not ‘saving’
Confirm all fields on this page are correct with neon and save properly.
01/24/26
01/24/26
—
Closed
List view updatesNeed a button next to multi sort that is multi filter (like on actions page) for z_status, csr, lastquote_a (date range), lastorder_a (date range).
z_status optoins are All, and select result from status_rules where target_table = 'customers' and target_field = 'z_status'.
Can also 'add' a field to filter by like the multi-sort button does.
Check neon for correct field names.
01/10/26
01/24/26
—
Closed
set mission inactivebutton to make mission inactive (sets z_inactive to now()).
Button shows as inactive if there are still incomplete related actions.
Then the prioritization list would only show missions that are not 'inactive'
12/30/25
01/24/26
—
Closed
General tab-Buyer Details section
-remove PO Number label and field
-sales order chooser for justification (chooser window from orders table)
-only as wide as ‘Buyer Details Section
Move Vendor Details between Buyer Details and Timeline section
-Vendor address chooser button/window from vendor contacts
-qty tolerance should be same format as from company-location entry
-remove z_status from PO Requested Items portal
01/25/26
01/25/26
—
Closed
Attachements tabRename to Documents.
Add button to Add new Document with process like customers page.
Use the table: purchased_items_docs.
Check neon
01/25/26
01/25/26
—
Closed
general tabGeneral section, remove 'inventory this item label and field.
Check Make active and Make inactive button function. They do not seem to work.
01/25/26
01/25/26
—
Closed
purch item updatesOn General tab, purchase UOM Inventory section:
Label for Purchase UOM inventory section should be Inventory (uom_purch).
Move Inventory this item label and field from the general section to the top of this section.
Add the Lead days field editable below that.
remove the current UOM Purch label and field that is at the bottom of this section.
Add editable cost_override_purch labeled Use Cost
Add uneditable cost_inventory_purch labeled Sugg Cost
In General section of General, add date_last_checked with calendar icon/button.
Move Make active/inactive buttons above Notes.
Should be:
Make Active button and uneditable z_active to the right.
Make Inactive button and uneditable z_inactive to the right.
Decrease padding on left and right so the 3 columns of sections can be wider ( middle section is narrowest).
Confirm with neon
01/25/26
01/25/26
—
Closed
list view fieldsAfter Description field, Add uom_purch, on_hand, order by, run out date.
Remove 'inventory' column.
Add multi filter button to the left of the multi sort button
Check neon.
01/25/26
01/25/26
—
Closed
general tabAdd new contact button in Vendor Contacts section should be to the right of the Vendor Contacts section title.
01/25/26
01/25/26
—
Closed
choose terms windowon billing tab, clicking button to choose terms, when chosen, the termsuuid is not being set in customers.
01/11/26
01/25/26
—
Closed
priority over allNeed a column to sort actions by priority over all.
Also, might as well put a button on this page to go to the action prioritization list
12/30/25
01/25/26
—
Closed
alert status rules and entryadd rules for the alerts table status and status entry
12/04/25
01/25/26
—
Closed
not saving datacheck all fields on this page with neon and the save script. Data is not saving even though the button appears that it did.
01/26/26
01/26/26
—
Closed
help ticketwhere does this go? within the app or a 3rd party help tool or email?
01/19/26
01/26/26
—
Closed
customer updatesNeed revert button to the left of save button
Tab labels should have (n) if there are portal records
Tabs should be a bit more noticeable if it is the active tab.
-customer contact portal should be sortable and have light green background on the corresponding default checkbox so it is visually clear which one is the default for that category that matches the parent cust record for z_def*uuid.
-billing tab. Field labels right justified, values left justified. Terms should be from a magnifying glass button for a terms chooser for z_kf_termsuuid instead of text field. Need to remove the terms text field from code. Add uneditable related data for defbilluuid. When clicked, go to related customer_contact record in normal dialog like the edit from the portal on general tab.
-sales order tab: need 2 sections. Orders portal with order_number,date,total, status. Second section for order_details. should be column style, use related order_details to see: order_number, date, part name, qty, price, line total, z_status
-shipping tab. Add related data (uneditable) for defshipuuid. When clicked, go to related customer_contact record in normal dialog like the edit from the portal on general tab.
-sold items tab. Distinct list of sold items from union of quote details and order details sorted by part name as hyperlink to sold_items form. Bonus points, additional column: if sold item is from order details, “Ordered” otherwise “Quoted”. Another column with the min date, another for max date.
-docs tab. Add new document button does not work. Should be similar to function of Quotes documents tab that has the portal and ‘add document’ button (which should be at the top left of the portal area)
-quotes tab. Don’t need the ‘Quotes’ label at top left since it is already on the tab. Button for new quote should be top left. Quote statistics should be to the right of the new quote button. The stats should be under each other, field labels right justified, values left justified. There should be 2 portal sections. One for quote headers, and the other for quotes details.
Quotes Last 12: X
Quote Close Ratio: Y%
-Shipments tab. This will have the 2 portal sections also for shipments header and shipment details.
01/01/26
01/26/26
—
Closed
radio movedMove radio button for setup_uom to the right of setup_num (setup_num field can be narrower, the size of the setup time label.). The resulting text (x Hours) to the right of the radio button.
Same for output_uom.
12/31/25
01/26/26
—
Closed
Today went to yesterdayClicking today on day view, went to yesterday's date.
After Choosing a date in drop down calendar of /actions/user page usually displays the day prior to the day I chose.
There seems to be inconsistency of what date is displayed or used for actions.date_start on the different pages that display that field (dashboard actions portal, /actions, /actions/user, calendar month/day/week views, etc.
Please check for why they are inconsistent or displaying a day prior to what I specifically chose.
12/08/25
01/26/26
SHITE
Closed
z_statusentryconfirm the evaluation order and condition sql from FM auto enter version
confirm trigger functioning properly
11/29/25
01/26/26
SHITE
Closed
Action List filtersFilters of: Mission, assigned to, created by, status, status entry, due date range, has obstacle
only sort when sorted by priority or date asc and priority or mission sequence or??
11/29/25
01/26/26
SHITE
Closed
approve manager button On the general tab, the POR Approvals Manager button is supposed to set z_kf_appmanuuid to current user UUID and the app_man_date to now() and then save and refresh the window.
01/13/26
01/27/26
—
Closed
admin formatcompany locations addresses, following the manual for admin view template
01/08/26
01/27/26
—
Closed
cust contact updatedSave button should turn red when save is needed and grey/inactive otherwise
Have field values be to the right of the labels
Window can be a bit wider if needed
Remove company checkbox (and field in schema and any reference in code)
AP, Shipping, buyer checkboxes should be vertical with ‘make default buttons to the right of them if they are not already the default for that customer.
-default billing sets z_kf_defbilluuid
-default buyer sets z_kf_defbuyeruuid
-default ship sets z_kf_defshipuuid
-z_status and z_status badges at top
-address fields should use a rtrim,ltrim,cleaning type feature to remove extra spaces or return carriages at the end or beginning.
-email entry should validate a proper email format
-add phone formatting after entry for displaying better (like FileMaker custom function:
Let ( [
number = Filter ( phoneNumber ; "01923456789" ) ;
a = Left ( number ; 3 );
b = Middle ( number ; 4; 3);
c = Middle ( number ; 7; 4);
d = Middle ( number ; 11; Length ( number ))
];
Case( Length(number)>=6;a & "-" & b & "-" & c & Case ( not IsEmpty ( d ) ; " x" & d );phoneNumber)
)
01/01/26
01/27/26
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Closed
order tabuse correct fields for that table:
order_number as hyperlink
date_started
customer_name as hyperlink to customers/user
total_order as currency format and green
z_status badge
z_statusentry badge
Sortable columns
01/01/26
01/27/26
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Closed
Updates backlogOrder column should be related order_number (and hyperlink to orders/user). Column label should be Order#. Column should be to the right of WO#
01/01/26
01/27/26
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Closed
Another field mapping prior to create PO.Add a tab here that has the fields used in the 'create po' button. Then I can make sure they are ready for transfer.
01/02/26
01/28/26
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Closed
Refresh not workingRefresh button - brings everything over correctly, and then they get immediately erased. Is the save function causing it to lose the data being saved? Same thing when I create from the purchased item. the fields and values are right, but something overwrites them after creation.
01/02/26
01/28/26
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Closed
field value emptythe date leave dock field does not appear to be the right value. The admin tab shows it has a value, but it is blank here. Confirm that all fields in general tab are correct (neon schema) and the 'save' button will be using the correct fields.
01/04/26
01/29/26
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Closed
'new vendor' buttonThis should go to a modal window to enter Vendor name.
That name must be unique against all vendors (clean the name, upper, no extra carriage returns or double spaces, etc).
If it fails, message of failure that the vendor exists already.
If it is unique, then can insert vendor record, get the uuid, and go to vendors/user/{uuid} page for the new vendor created.
01/05/26
01/31/26
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Closed
VendCat z_status and entryadd rules, confirm trigger and function, apply controls for no po creation until active.
12/18/25
01/31/26
SHITE
Closed
sold item pricingThere used to be a portal here of related records to sold_item_pricing.
Check the sold-items manual and related manuals and any historical pages that you might be able to find what we had before that somehow got lost.
01/07/26
02/02/26
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Closed
remove z_kf_orderuuidSince it is no longer needed.
remove from all code and then from neon
12/29/25
02/04/26
SHITE
Closed