mnichols08 / open.CRM

An open-source Customer Relationship Manager written with Next.js and Typescript
https://open-crm-six.vercel.app
GNU General Public License v3.0
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[EPIC] Note Management System #28

Open mnichols08 opened 3 months ago

mnichols08 commented 3 months ago

Epic: Note Management System

As a user of the App, I want to be able to create, view, edit, and manage notes associated with specific tickets, so that I can document and track important information, updates, and communications related to each customer inquiry.

User Stories:

  1. Note Data Model:

    • Implement a note schema with fields for Title, Description, Author, and Timestamp.
    • Ensure Author and Timestamp are automatically injected when a note is created or modified.
    • Implement a relationship between notes and their associated tickets.
  2. Note CRUD Operations:

    • Develop functionality to view all notes related to a specific ticket.
    • Create a feature to add new notes with title and description.
    • Implement the ability to edit existing note information.
    • Add a feature to remove notes from the system.
    • Create a detailed view for individual note information.
  3. Backend Development:

    • Design and implement a note schema/model.
    • Develop server-side logic for storing, editing, removing, and retrieving note data.
    • Implement logic to associate notes with specific tickets.
  4. Frontend Development:

    • Create responsive UI components based on provided designs for note management.
    • Establish and implement connections between frontend and backend services for note operations.
  5. UI/UX Design:

    • Create mockups for all note-related views:
      • All Notes List (associated with a ticket)
      • New Note Form
      • Edit Note Form
      • Note Removal Confirmation
      • Individual Note View
  6. Data Relationships:

    • Implement a relational structure between notes and tickets.
  7. Automated Data Injection:

    • Develop functionality to automatically inject Author and Timestamp information when notes are created or modified.
  8. Note Display in Ticket Context:

    • Implement functionality to display relevant notes when viewing a ticket.
  9. Testing and Quality Assurance:

    • Develop and execute test cases for all note management functionalities.
    • Ensure data integrity and system performance with various note volumes.

This epic encompasses the full scope of building a comprehensive note management system within the context of the larger Ticket Management System. It ensures that users can efficiently document and track all relevant information associated with customer inquiries, enhancing the overall effectiveness of customer service and issue resolution processes.