{ "featureId": "UIS-20", "featureTitle": "T&M Work Orders & Change Order Log", "featureSlug": "tm-work-orders", "parentUIS": "uis-20-tm-work-orders.html", "totalComplexityScore": 71, "estimatedDays": 40, "prerequisite": "Emma's Job DataModel refactor (task/Q21030-11271/job-project-optional) merged", "hamburgers": [ { "slug": "wo-1-job-type-config", "sequenceNumber": 1, "title": "WO-1: Job Type-Specific Configuration", "description": "Extend the Job DataModel so different jobType values trigger different form configurations, status workflows, and UI behavior. Add isWorkOrder flag, WO-specific PropertyValue seeds, and DataModel form configurations.", "predecessors": [], "hasUiInterfaces": true, "complexityScore": 7, "estimatedDays": 4, "changeSurface": { "new": [ "apps/api/prisma/migrations/YYYYMMDDHHMMSS_add_work_order_fields/migration.sql" ], "modified": [ "apps/api/prisma/schema.prisma", "apps/api/src/models/Job.ts", "apps/api/src/graphql/models/Job.ts", "apps/frontend/src/pages/jobs/index.tsx", "apps/frontend/src/components/Forms/JobAddEditForm/JobDataModelForm.tsx" ], "deleted": [] }, "acceptanceCriteria": [ "JobType 'T&M Work Order' available in PropertyValue seed data", "Selecting WO type on job creation sets isWorkOrder = true on the Job record", "WO-specific status workflow loaded: Draft, Submitted, Awaiting Signature, Signed, Approved, Invoiced, Void", "DataModel forms for WO jobType are distinct from standard Job forms", "Job list page has filter/toggle for All Jobs / Project Jobs / Work Orders", "Work Orders can be created without a project (projectId optional)", "Filter persists across page navigations within session" ], "uis": "uis-20a-job-type-config.html" }, { "slug": "wo-2-line-item-tables", "sequenceNumber": 2, "title": "WO-2: Work Order Line Item Tables", "description": "New Prisma models for structured labor, material, and equipment line items on Work Order jobs, with auto-pricing from existing rate tables (TradeLevel, Material, Equipment catalogs).", "predecessors": ["wo-1-job-type-config"], "hasUiInterfaces": true, "complexityScore": 11, "estimatedDays": 5, "changeSurface": { "new": [ "apps/api/prisma/migrations/YYYYMMDDHHMMSS_add_work_order_line_items/migration.sql", "apps/api/src/models/WorkOrderLaborItem.ts", "apps/api/src/models/WorkOrderMaterialItem.ts", "apps/api/src/models/WorkOrderEquipmentItem.ts", "apps/api/src/graphql/models/WorkOrderLineItems.ts", "apps/frontend/src/components/Forms/WorkOrderLineItems/WorkOrderLaborItemEditor.tsx", "apps/frontend/src/components/Forms/WorkOrderLineItems/WorkOrderMaterialItemEditor.tsx", "apps/frontend/src/components/Forms/WorkOrderLineItems/WorkOrderEquipmentItemEditor.tsx", "apps/frontend/src/components/Forms/WorkOrderLineItems/index.ts", "apps/frontend/src/graphql/queries/workOrderLineItems.graphql", "apps/frontend/src/graphql/mutations/workOrderLineItems.graphql" ], "modified": [ "apps/api/prisma/schema.prisma", "apps/api/src/graphql/schema.ts" ], "deleted": [] }, "acceptanceCriteria": [ "Labor line item has trade level combobox, description, ST/OT/DT hours, auto-populated rate, auto-calculated total", "Changing trade level auto-populates base rate, OT rate (1.5x), DT rate (2x) from TradeLevel + WageRegion", "Material line item has material combobox, description, quantity, auto-populated unit cost, auto-calculated total", "Equipment line item has equipment combobox, description, hours, auto-populated rate, auto-calculated total", "Multiple line items supported per category (repeating rows with add/remove)", "Line items are reorderable with drag handles and persisted orderNo", "Auto-pricing service correctly resolves rates from TradeLevel, Material catalog, and Equipment catalog", "All monetary values stored as Decimal(10,2)" ], "uis": "uis-20b-line-item-tables.html" }, { "slug": "wo-3-create-edit-form", "sequenceNumber": 3, "title": "WO-3: Work Order Create/Edit Form", "description": "Custom Tier 2 form for creating/editing T&M Work Orders as Jobs, opened in a full vertical Flyout, with embedded line item editors, photo upload, and signature capture.", "predecessors": ["wo-1-job-type-config", "wo-2-line-item-tables"], "hasUiInterfaces": true, "complexityScore": 11, "estimatedDays": 6, "changeSurface": { "new": [ "apps/frontend/src/components/Forms/WorkOrderForm/WorkOrderForm.tsx", "apps/frontend/src/components/Forms/WorkOrderForm/validation.ts", "apps/frontend/src/components/Forms/WorkOrderForm/types.ts" ], "modified": [], "deleted": [] }, "acceptanceCriteria": [ "New Work Order button opens flyout with WorkOrderForm (full vertical flyout with overflow override)", "Form sections: Info, Company/Customer, Labor Items, Material Items, Equipment Items, Summary, Photos, Signatures", "WO Number auto-sequenced per job or globally", "Save Draft button saves WO in Draft status; draft WOs appear in WO Log with Draft badge", "Photo section supports multiple file uploads with camera launch on mobile", "Signature pad captures field worker signature with geolocation coordinates and timestamp", "Optional second signature pad for customer/GC signature", "Edit mode opens same form pre-populated; Signed/Approved WOs are read-only", "Summary auto-calculates: subtotals, markup, overhead, tax, grand total" ], "uis": "uis-20c-create-edit-form.html" }, { "slug": "wo-4-detail-page", "sequenceNumber": 4, "title": "WO-4: Work Order Detail Page", "description": "Enhanced Job detail page with WO-specific tabs (Overview, Line Items, Signatures, Files, Settings) and header actions (Convert to CO, Generate Invoice, Print PDF) when isWorkOrder is true.", "predecessors": ["wo-1-job-type-config", "wo-2-line-item-tables", "wo-3-create-edit-form"], "hasUiInterfaces": true, "complexityScore": 9, "estimatedDays": 5, "changeSurface": { "new": [ "apps/frontend/src/components/DetailsPage/JobDetailsPage/Tabs/WorkOrderOverview/index.tsx", "apps/frontend/src/components/DetailsPage/JobDetailsPage/Tabs/WorkOrderLineItems/index.tsx", "apps/frontend/src/components/DetailsPage/JobDetailsPage/Tabs/WorkOrderSignatures/index.tsx" ], "modified": [ "apps/frontend/src/components/DetailsPage/JobDetailsPage/index.tsx", "apps/frontend/src/pages/jobs/[id]/index.tsx" ], "deleted": [] }, "acceptanceCriteria": [ "WO detail page uses existing DetailsPageWrapper + DetailsPageTabs layout", "Tab ordering: Overview, Line Items, Signatures, Files, Settings", "Overview shows summary cards: Total Value, Labor Hours, Material Cost, Equipment Cost, Status, Date of Work", "Status badge shows WO-specific status with allowed workflow transitions", "Print PDF button generates professional PDF with company logo, line items, totals, signatures", "Convert to CO button visible when status >= Signed (opens confirmation modal)", "Generate Invoice button visible when status = Approved (opens confirmation modal)" ], "uis": "uis-20d-detail-page.html" }, { "slug": "wo-5-tm-log", "sequenceNumber": 5, "title": "WO-5: T&M Work Order Log Dashboard", "description": "New portfolio-wide list page at /work-orders showing all Work Order-type jobs with labor hours summary matrix, status overview panels, and ListTableViews table.", "predecessors": ["wo-1-job-type-config", "wo-3-create-edit-form"], "hasUiInterfaces": true, "complexityScore": 8, "estimatedDays": 5, "changeSurface": { "new": [ "apps/frontend/src/pages/work-orders/index.tsx", "apps/frontend/src/components/WorkOrderLog/WorkOrderLog.tsx", "apps/frontend/src/components/WorkOrderLog/WorkOrderLaborHoursSummary.tsx", "apps/frontend/src/components/WorkOrderLog/WorkOrderStatusOverview.tsx", "apps/api/prisma/views/WorkOrderListFeed.sql", "apps/api/src/graphql/models/WorkOrderLog.ts", "apps/frontend/src/graphql/queries/workOrderLogSummary.graphql" ], "modified": [ "apps/api/src/graphql/models/TableFeed/types.ts", "apps/api/src/graphql/schema.ts", "apps/frontend/src/lib/routes.ts", "apps/frontend/src/lib/static-data/staticSideBarData.ts" ], "deleted": [] }, "acceptanceCriteria": [ "New page at /work-orders accessible from sidebar navigation", "Top summary panels: Labor Hours Summary matrix (status x hour type) and Status Overview (count + $ by status)", "ListTableViews table with columns: WO#, Title, Customer Ref, Date, Company, Project, Status, Total Value", "Click row navigates to WO detail page", "Search by WO number, title, customer reference", "Filter by project, company, status, date range", "Export to CSV with all visible columns respecting current filters", "New Work Order button opens WO-3 create form in flyout" ], "uis": "uis-20e-tm-log.html" }, { "slug": "wo-6-co-log", "sequenceNumber": 6, "title": "WO-6: Change Order Log Dashboard", "description": "New portfolio-wide page at /change-order-log aggregating all EstimateChangeOrderRecords with contract summary, status breakdown, aging metrics, and filterable table.", "predecessors": [], "hasUiInterfaces": true, "complexityScore": 10, "estimatedDays": 6, "changeSurface": { "new": [ "apps/frontend/src/pages/change-order-log/index.tsx", "apps/frontend/src/components/ChangeOrderLog/ChangeOrderLog.tsx", "apps/frontend/src/components/ChangeOrderLog/ContractSummaryPanel.tsx", "apps/frontend/src/components/ChangeOrderLog/StatusSummaryPanel.tsx", "apps/frontend/src/components/ChangeOrderLog/ChangeOrderOverviewMetrics.tsx", "apps/api/prisma/views/ChangeOrderLogFeed.sql", "apps/api/src/graphql/models/ChangeOrderLog.ts", "apps/frontend/src/graphql/queries/changeOrderLogSummary.graphql" ], "modified": [ "apps/api/prisma/schema.prisma", "apps/api/src/graphql/schema.ts", "apps/frontend/src/lib/routes.ts", "apps/frontend/src/lib/static-data/staticSideBarData.ts" ], "deleted": [] }, "acceptanceCriteria": [ "New page at /change-order-log accessible from sidebar navigation", "Contract Summary panel: Original Contract Value, Approved CO Value, Pending, In Review, Void", "Status Summary: color-coded $ amounts by status (Won, Lost, Pending, Contemplated, Draft)", "Overview metrics: Count by status, Average Days in Review, Average Requested Value", "ListTableViews table: CO#, Title, Date Submitted, Requested Amount, Company, Project, Status, Days in Review", "Click row navigates to CO detail page (existing EstimateChangeOrderDetails)", "Filter by project, company, status, date range", "Export CSV and PDF with summary panels + table respecting active filters", "statusChangedAt column added to EstimateChangeOrderRecord for aging calculation" ], "uis": "uis-20f-co-log.html" }, { "slug": "wo-7-conversion", "sequenceNumber": 7, "title": "WO-7: WO to CO/Invoice Conversion", "description": "One-click conversion from an approved Work Order to either a Change Order (EstimateChangeOrderRecord) or an Invoice (JobBill), with line items pre-populated from WO data.", "predecessors": ["wo-2-line-item-tables", "wo-4-detail-page"], "hasUiInterfaces": true, "complexityScore": 6, "estimatedDays": 4, "changeSurface": { "new": [ "apps/api/src/graphql/models/WorkOrderConversion.ts", "apps/frontend/src/graphql/mutations/workOrderConversion.graphql" ], "modified": [ "apps/api/prisma/schema.prisma", "apps/api/src/models/Job.ts", "apps/api/src/graphql/schema.ts" ], "deleted": [] }, "acceptanceCriteria": [ "Convert to CO mutation creates EstimateChangeOrderRecord linked to WO's job with bid from grand total", "CO line items populated from WO labor/material/equipment items", "CO statusId set to initial CO status; linked back to source WO via sourceWorkOrderJobId", "Generate Invoice mutation creates JobBill with line items from WO data", "Invoice total matches WO grand total; linked back to source WO", "WO detail page shows Converted to CO badge with link after conversion", "Conversion buttons disabled/hidden after conversion completes" ], "uis": "uis-20g-conversion.html" }, { "slug": "wo-8-mobile-creation", "sequenceNumber": 8, "title": "WO-8: Mobile Work Order Creation", "description": "Enable field workers to create T&M Work Orders from the Appello mobile app (PWA), with simplified multi-step form, camera-based photo capture, touch signature, and draft management.", "predecessors": ["wo-1-job-type-config", "wo-2-line-item-tables", "wo-3-create-edit-form"], "hasUiInterfaces": true, "complexityScore": 9, "estimatedDays": 6, "changeSurface": { "new": [ "apps/mobile/src/pages/job-sites/[id]/work-order/new.tsx", "apps/mobile/src/components/WorkOrderForm/MobileWorkOrderForm.tsx", "apps/mobile/src/components/WorkOrderForm/steps/DateInfoStep.tsx", "apps/mobile/src/components/WorkOrderForm/steps/LaborStep.tsx", "apps/mobile/src/components/WorkOrderForm/steps/MaterialStep.tsx", "apps/mobile/src/components/WorkOrderForm/steps/EquipmentStep.tsx", "apps/mobile/src/components/WorkOrderForm/steps/PhotoStep.tsx", "apps/mobile/src/components/WorkOrderForm/steps/SignatureStep.tsx", "apps/mobile/src/components/SelectionSlideups/TradeLevelSelectionModal.tsx", "apps/mobile/src/components/SelectionSlideups/MaterialSelectionModal.tsx", "apps/mobile/src/components/SelectionSlideups/EquipmentSelectionModal.tsx" ], "modified": [ "apps/mobile/src/components/JobViews/SimplifiedJobTasks.tsx", "apps/mobile/src/components/SelectionSlideups/index.ts" ], "deleted": [] }, "acceptanceCriteria": [ "Mobile WO creation accessible from job site detail page via + Work Order action", "Multi-step form: Date/Info, Labor Items, Material Items, Equipment Items, Photos, Signatures", "Trade level/material/equipment selection via SelectionSlideup modals (60px touch targets)", "Auto-pricing from rate tables on selection (no manual rate entry needed)", "Camera launch for photo capture with thumbnail preview (max 5 photos)", "Touch-based signature canvas for field worker and optional customer signature with geolocation", "Multiple WO drafts can be open simultaneously (no single-ticket limitation)", "Supervisor notification on WO submission", "ProgressionBar shows step progress; fixed bottom Next/Submit button" ], "uis": "uis-20h-mobile-creation.html" } ] }