Fammeo / EasyCloudBooks

MIT License
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Company Page - Contract View - On Project Create Attach Service to Company #1635

Open mitulpanch opened 2 years ago

mitulpanch commented 2 years ago

Problem- No Problem- Additional functionality required

Requirement

  1. When Project gets created Auto Add that Project Service to Relevant Company section
  2. Attach Service to Service Scheduler for Company (1st section of Company, to recreate project), if Service have schedulers assigned
  3. Attach service to Auto Billing for Company (2nd section of Company, to auto bill on schedule), if Service Bill mode is Schedule on Service Page
  4. Attach Service to Per-Project Billing for Company (3rd section of company, to Auto bill per-project on events). if Service Bill Mode is Per-Project on Service Page

Technical details-

  1. Doing these many process on each Project Create will slow down Project Create Process, ie, Multiple Project Create , Scheduled Project Create, etc
  2. Suggesting to shift this in Delayed Task due to some additional work after above process is also there,
  3. We need to do above process then, reset Contract for next Year for That Company
  4. This will need lot of time and Resource of System, so suggesting to shift this on delayed Tasks

Initiated by @vinpahilwani Verified by @mitulpanch

mitulpanch commented 2 years ago

I have already explained problem over phone to @vinpahilwani

mitulpanch commented 2 years ago

@vinpahilwani have different requirement for Auto Add to Billing

  1. Only add Service to Company if not present, and Set remove "Checked/Approved" status, so User can reprocess things
  2. For next Year only add Service that added to First Step, and Set remove "Checked/Approved" status, And Prices for Other Service should not change,
  3. The Problem is- When contact copies from Previous Year, system auto reset All Service to overcome error, may have present.
mitulpanch commented 2 years ago

Finally agreed upon, If possible with extra efforts do above scenarios, or Just Reset Next year contract same as Current Year is Good

vinpahilwani commented 2 years ago

@mitulpanch Finally Kya hone wala hai?

vinpahilwani commented 2 years ago
  1. Current Yera me service add ho jaye jabhi koi contract bane and checked status unchecked ho jaana chahiye
  2. Next year contract copy hoga current year se.
mitulpanch commented 2 years ago

For First Step, Previous logic was, Only Add Service to Service Scheduler once, (so if user dont want service scheduler for any company he can stop it, and system will not add particular service again to same company) This policy benefits both system (saving resource on each round) and user(who dont want can take it off)

but @vinpahilwani , want to remove that logic , and Add Service to Company Service Scheduler each time when Project gets created,

So altering that login to "Add Service to Company each time when Project get created"