(OLD)Task Management System

TaskTypeMaster

Discuss Changes

No Need to add NOT NULL in CREATE TABLE
TaskTypeMaster > TaskFlowType, TaskFlowUser,TaskFlowPlan
CommitDate > CommitedDate

Overview

Task Type Master manages different categories of tasks in the Task Management System. It allows administrators to define and maintain task types that can be assigned to tasks.

Table Structure

CREATE TABLE TaskTypeMaster (
    Id INT PRIMARY KEY IDENTITY(1,1),
    TaskTypeId NVARCHAR(3) NOT NULL, - TaskTypeCode
    TaskTypeName NVARCHAR(25) NOT NULL,
    IsActive BIT NOT NULL DEFAULT 1 -- Take NVARCHAR (1) 'Y','N'
);

1. Index Page — Fields

Label Name	Property Name
Task Type ID	TaskTypeId
Task Type Name	TaskTypeName
Is Active	IsActiveName

Actions

Create
Modify
Delete

2. Details Page — Fields

Label Name	Property Name
Task Type ID	TaskTypeId
Task Type Name	TaskTypeName
Is Active	IsActiveName

Actions

Create
Modify
Delete

3. Modify Page — Fields

Label Name	Property Name	Editable?
Task Type ID	TaskTypeId	ReadOnly
Task Type Name	TaskTypeName	Editable
Is Active	IsActive	Editable

4. Create Page — Fields

Label Name	Property Name
Task Type Name	TaskTypeName

5. Model Class

public class TaskTypeMaster
{
    public int Id { get; set; }
    public string TaskTypeId { get; set; } = string.Empty;
    [Required(ErrorMessage = "Task Type Name needs to be filled.")]
    [StringLength(25, ErrorMessage = "Task Type Name can be upto 25 characters only.")]
    public string TaskTypeName { get; set; } = string.Empty;
    public bool IsActive { get; set; } = true;
    public string IsActiveName => IsActive ? "Yes" : "No"; //We will use Sql Only
}

Features

TaskTypeIndex
TaskTypeDetails
TaskTypeCreate
TaskTypeModify
TaskTypeDelete
TaskTypeValidateCreateModify
GetTaskTypeDeleteCount

File Names

Controller: TaskTypeController
Repository: TaskTypeRepository
Service: TaskTypeService
Razor Page: TaskTypeIndex, TaskTypeDetails, TaskTypeCreate, TaskTypeModify
Method Names: TaskTypeIndex, TaskTypeDetails, TaskTypeCreate, TaskTypeModify, TaskTypeDelete, TaskTypeValidateCreateModify, GetTaskTypeDeleteCount

TaskUserMaster

Overview

Task User Master manages users who can be assigned tasks in the Task Management System. It links ERP users with task management capabilities and maintains their contact information.

Table Structure

CREATE TABLE TaskUserMaster (
    Id INT IDENTITY(1,1) PRIMARY KEY,
    TaskUserId NVARCHAR(3) NOT NULL, -- TaskUserCode
    UserName NVARCHAR(25) NOT NULL,
    Email NVARCHAR(100) NOT NULL,
    Phone NVARCHAR(15) NOT NULL,
    ErpUserId NVARCHAR(8) NOT NULL,
    IsActive BIT NOT NULL DEFAULT 1
);

1. Index Page — Fields

Label Name	Property Name
Task User ID	TaskUserId
User Name	UserName
Email	Email
Phone	Phone
ERP User	ErpUserName
Is Active	IsActiveName

Actions

Create
Details
Modify
Delete

2. Details Page — Fields

Label Name	Property Name
Task User ID	TaskUserId
User Name	UserName
Email	Email
Phone	Phone
ERP User	ErpUserName
Is Active	IsActiveName

Actions

Create
Modify
Delete

3. Modify Page — Fields

Label Name	Property Name	Editable?
Task User ID	TaskUserId	ReadOnly
User Name	UserName	Editable
Email	Email	Editable
Phone	Phone	Editable
ERP User	ErpUserNameId	Editable
Is Active	IsActive	Editable

4. Create Page — Fields

Label Name	Property Name
User Name	UserName
Email	Email
Phone	Phone
ERP User	ErpUserNameId

Changes

We will only all user of login db like udit_demo then only demo db user should show in combo
We will only show user Type U only

5. Model Class

public class TaskUserMaster
{
    public int Id { get; set; }
    public string TaskUserId { get; set; } = string.Empty;
    [Required(ErrorMessage = "User Name needs to be filled.")]
    [StringLength(25, ErrorMessage = "User Name can be upto 25 characters only.")]
    public string UserName { get; set; } = string.Empty;
    [Required(ErrorMessage = "Email needs to be filled.")]
    [EmailAddress(ErrorMessage = "Please enter a valid email address.")]
    public string Email { get; set; } = string.Empty;
    [Required(ErrorMessage = "Phone needs to be filled.")]
    [Phone(ErrorMessage = "Please enter a valid phone number.")]
    public string Phone { get; set; } = string.Empty;
    public string ErpUserId { get; set; } = string.Empty;
    public bool IsActive { get; set; } = true;
    public string IsActiveName => IsActive ? "Yes" : "No";
    public string ErpUserName { get; set; } = string.Empty; // For display
    [Required(ErrorMessage = "ERP User ID needs to be filled.")]
    public string ErpUserNameId { get; set; } = string.Empty; // For MudAutocomplete binding
}

Features

TaskUserMasterIndex
TaskUserMasterDetails
TaskUserMasterCreate
TaskUserMasterModify
TaskUserMasterDelete
TaskUserMasterValidateCreateModify
GetTaskUserMasterDeleteCount
ErpUserCombo

File Names

Controller: TaskUserMasterController
Repository: TaskUserMasterRepository
Service: TaskUserMasterService
Razor Page: TaskUserMasterIndex, TaskUserMasterDetails, TaskUserMasterCreate, TaskUserMasterModify
Method Names: TaskUserMasterIndex, TaskUserMasterDetails, TaskUserMasterCreate, TaskUserMasterModify, TaskUserMasterDelete, TaskUserMasterValidateCreateModify, GetTaskUserMasterDeleteCount, ErpUserCombo

TaskPlanner

Overview

Task Planner is the main module for creating, assigning, tracking, and managing tasks in the Task Management System. It supports task lifecycle management, approval workflows, repeating tasks, and comprehensive reporting.

Table Structure

CREATE TABLE TaskPlanner (
    Id INT PRIMARY KEY IDENTITY(1,1),
    TaskId NVARCHAR(8) NOT NULL UNIQUE, -- TaskFlowPlanId
    TaskType NVARCHAR(3) NOT NULL, -- TaskFlowType
    RefTaskId NVARCHAR(8) NULL,
    Title NVARCHAR(50) NOT NULL,
    Description NVARCHAR(250) NULL,
    Priority NVARCHAR(10) NULL,
    AssignedBy NVARCHAR(3) NOT NULL,
    AssignedTo NVARCHAR(3) NOT NULL,
    AssignedByName NVARCHAR(25) NULL, -- No Need We will join with task Flow User Table
    AssignedToName NVARCHAR(25) NULL, -- No Need We will join with task Flow User Table
    StartDate DATETIME NOT NULL,
    TargetDate DATETIME NOT NULL,
    CommitDate DATETIME NULL, -- CommitedDate
    CompletedDate DATETIME NULL,
    Party NVARCHAR(6) NULL DEFAULT '000000', -- PartyId , DEFAULT No need 
    SoMfgDate DATETIME NULL, -- RefDate
    ItemRm NVARCHAR(6) NULL DEFAULT '000000', -- ItemRmId , DEFAULT No need 
    ItemFg NVARCHAR(6) NULL DEFAULT '000000', -- ItemFgId , DEFAULT No need 
    Quantity DECIMAL(18,3) NULL,
    IsRepeating BIT NOT NULL DEFAULT 0, -- NVARCHAR(1) , Y,N
    Frequency NVARCHAR(20) NULL,
    RepeatUntil DATETIME NULL,
    Status CHAR(1) NOT NULL DEFAULT 'T'
        CHECK (Status IN ('T', 'U', 'R', 'D')), -- NVARCHAR (1), No need of CHECK and DEFAULT
    RemarksAssigner NVARCHAR(500) NULL,
    RemarksAssignee NVARCHAR(500) NULL,
    CreatedAt DATETIME NOT NULL DEFAULT GETDATE(),
    UpdatedAt DATETIME NOT NULL DEFAULT GETDATE()
);

1. Index Page — Fields

Label Name	Property Name
Task ID	TaskId
Task Type	TaskType
Title	Title
Assigned By	AssignedByName
Assigned To	AssignedToName
Start Date	StartDate
Status	StatusName

Actions

Create
Details
Modify
Delete

2. Details Page — Fields

Label Name	Property Name
Task ID	TaskId
Task Type	TaskType
Title	Title
Description	Description
Priority	Priority
Assigned By	AssignedByName
Assigned To	AssignedToName
Start Date	StartDate
Target Date	TargetDate
Commit Date	CommitDate
Completed Date	CompletedDate
Party	Party
SO/MFG Date	SoMfgDate
Item RM	ItemRm
Item FG	ItemFg
Quantity	Quantity
Status	StatusName
Is Repeating	IsRepeating
Frequency	Frequency
Repeat Until	RepeatUntil
Reference Task ID	RefTaskId
Remarks (Assigner)	RemarksAssigner
Remarks (Assignee)	RemarksAssignee

Actions

Create
Modify
Delete
Request Completion (if assignee and status = T)
Approve Completion (if assigner and status = I)
Rework Task (if assigner and status = I)
Make Repeating Task (if status = T and no RefTaskId)
- When discuss in depth > right now we will delete all

3. Modify Page — Fields

Label Name	Property Name	Editable?
Task ID	TaskId	ReadOnly
Task Type	TaskType	ReadOnly
Title	Title	ReadOnly
Description	Description	Editable
Priority	Priority	Editable
Assigned By	AssignedBy	ReadOnly
Assigned To	AssignedTo	ReadOnly
Start Date	StartDate	ReadOnly
Target Date	TargetDate	ReadOnly
Commit Date	CommitDate	Editable (assignee only)
Party	Party	Editable
SO/MFG Date	SoMfgDate	Editable
Item RM	ItemRm	Editable
Item FG	ItemFg	Editable
Quantity	Quantity	Editable
Remarks (Assigner)	RemarksAssigner	Editable
Remarks (Assignee)	RemarksAssignee	Editable

Changes

If Task Is Done Modify is not allowed.
We will have 2 page and will be implemeted in next part for assignee and Assigner
Admin user will not able to Assignee task , only he can manage

4. Create Page — Fields

Label Name	Property Name
Task Type	TaskType
Title	Title
Description	Description
Priority	Priority
Assigned By	AssignedBy
Assigned To	AssignedTo
Start Date	StartDate
Target Date	TargetDate
Party	Party
SO/MFG Date	SoMfgDate
Item RM	ItemRm
Item FG	ItemFg
Quantity	Quantity
Remarks (Assigner)	RemarksAssigner

5. Model Class

public class TaskPlanner
{
    public int Id { get; set; }

    // Task Identification
    public string TaskId { get; set; } = string.Empty;
    [Required(ErrorMessage = "Task Type is required.")]
    public string TaskType { get; set; } = string.Empty;
    public string RefTaskId { get; set; } = string.Empty;

    // Task Details
    [Required(ErrorMessage = "Title is required.")]
    [StringLength(50, ErrorMessage = "Title cannot exceed 50 characters.")]
    public string Title { get; set; } = string.Empty;

    [StringLength(250, ErrorMessage = "Description cannot exceed 250 characters.")]
    public string Description { get; set; } = string.Empty;

    public string Priority { get; set; } = string.Empty; // Low/Medium/High

    // Assignment
    [Required(ErrorMessage = "Assigned By is required.")]
    public string AssignedBy { get; set; } = string.Empty;

    [Required(ErrorMessage = "Assigned To is required.")]
    public string AssignedTo { get; set; } = string.Empty;

    public string AssignedByName { get; set; } = string.Empty;
    public string AssignedToName { get; set; } = string.Empty;

    // Dates
    [Required(ErrorMessage = "Start Date is required.")]
    public DateTime StartDate { get; set; } = DateTime.Now;

    [Required(ErrorMessage = "Target Date is required.")]
    public DateTime TargetDate { get; set; } = DateTime.Now;

    public DateTime? CommitDate { get; set; } = DateTime.Now;
    public DateTime? CompletedDate { get; set; } = DateTime.Now;

    // ERP Integration
    public string Party { get; set; } = string.Empty;
    public DateTime? SoMfgDate { get; set; } = DateTime.Now;
    public string ItemRm { get; set; } = string.Empty;
    public string ItemFg { get; set; } = string.Empty;
    public decimal? Quantity { get; set; }

    // Repeating Configuration
    public bool IsRepeating { get; set; }
    public string Frequency { get; set; } = string.Empty; // Daily/Weekly/Monthly/Yearly
    public DateTime? RepeatUntil { get; set; } = DateTime.Now;

    // Status & Tracking
    public string Status { get; set; } = "T"; // T=ToDo, I=InReview, R=Rework, D=Done

    [StringLength(500, ErrorMessage = "Remarks cannot exceed 500 characters.")]
    public string RemarksAssigner { get; set; } = string.Empty;

    [StringLength(500, ErrorMessage = "Remarks cannot exceed 500 characters.")]
    public string RemarksAssignee { get; set; } = string.Empty;

    // Computed Properties
    public string StatusName => Status switch
    {
        "T" => "To Do",
        "I" => "In Review",
        "R" => "Rework",
        "D" => "Done",
        _ => "Unknown"
    };

    public bool IsOverdue => Status != "D" && TargetDate < DateTime.Today;
    public int DaysPending => Status != "D" ? (DateTime.Today - StartDate).Days : 0;
    public int DaysOverdue => IsOverdue ? (DateTime.Today - TargetDate).Days : 0;
}

Features

TaskPlannerIndex
TaskPlannerDetails
TaskPlannerValidateCreateModify
GenerateRepeatingTaskValidate
TaskPlannerCreate
TaskPlannerModify
TaskPlannerDelete
RequestCompletion
ApproveCompletion
ReworkTask
GenerateRepeatingTask
TaskTypeCombo
TaskUserCombo
PartyCombo
RmItemCombo
FgItemCombo
ItemCombo
GetTaskPlannerDeleteCount

File Names

Controller: TaskPlannerController
Repository: TaskPlannerRepository
Service: TaskPlannerService
Razor Page: TaskPlannerIndex, TaskPlannerDetails, TaskPlannerCreate, TaskPlannerModify
Method Names: TaskPlannerIndex, TaskPlannerDetails, TaskPlannerCreate, TaskPlannerModify, TaskPlannerDelete, TaskPlannerValidateCreateModify, RequestCompletion, ApproveCompletion, ReworkTask, GenerateRepeatingTask, TaskTypeCombo, TaskUserCombo, PartyCombo, RmItemCombo, FgItemCombo, ItemCombo, GetTaskPlannerDeleteCount

🚧 Unimplemented Features (Future Development)

1. Notifications System

Email Integration: SMTP-based email alerts for task events and scheduled reports
WhatsApp Integration: SIM-based WhatsApp notifications for task assignments and updatesAccount will created by party
Saturday 8:30 AM – Performance Summary
Monday 8:30 AM – New Tasks Summary

2. Access Control & Security

Role-Based Filtering: Assignee sees own tasks, Assigner sees created tasks and Assigneed tasks, Admin sees all
Field Locking: Certain fields locked after task creation based on user roles

3. Performance Dashboard

Interactive Widgets: Weekly summaries, completion analysis, and pending task breakdowns
Real-time Updates: Live dashboard with filtering and export capabilities

4. Reporting System

Standard Reports: Pending, Completed, and Overdue task reports with Excel export
Advanced Filtering: Date ranges, user filters, and scheduled report delivery

5. Advanced Features

Excel Import/Export: Bulk task creation and updates via Excel templates
Audit Logging: We will write in ERP lof

Simplify CHS - [Income Received in Advance Report]Audit Trail - JV