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Phase 7: Work order lifecycle tracking #3

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opened 2026-06-18 14:04:41 +00:00 by mohlec · 0 comments
mohlec commented 2026-06-18 14:04:41 +00:00
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Goal

Track the full work order lifecycle in real time, visible to dispatch and the tech.

Status flow

Scheduled → Tech Notified → En Route → On Site → Work Order Submitted → Complete

Depends on

  • Phase 1: slash-dispatch-plugin (done)
  • Phase 3: Playbooks unlock (done — license checks removed)
  • Phase 5: Mobile app (done)

Features

Tech status updates (mobile)

  • Tech taps a status button on their appointment card to advance the lifecycle
  • "En Route", "On Site", "Complete" buttons on the mobile dispatch board
  • Status update POSTs to plugin API → updates card in real time for dispatcher

Dispatcher view

  • Each appointment card on the web dispatch board shows current status with color indicator
  • Real-time updates via existing WebSocket connection

Automated transitions

  • "Tech Notified" set automatically when dispatch notification is sent
  • "Work Order Submitted" triggered by JotForm webhook → n8n → plugin API
  • "Complete" set when JotForm submission received (n8n already has this webhook)

Daily summary

  • n8n posts completion summary to #techs at end of day
  • Count of completed, incomplete, cancelled appointments by tech

Implementation notes

  • Add status field to Appointment struct in plugin store
  • Add POST /plugins/com.ncwcom.slash-dispatch/appointment/{id}/status API endpoint
  • Update mobile board HTML to show status buttons
  • Update web board to show status badges on cards
  • n8n JotForm webhook already exists — extend it to call the new status endpoint

Acceptance criteria

  • Tech can tap En Route / On Site / Complete on their mobile card
  • Status change reflects on desktop dispatch board in real time
  • JotForm submission automatically marks appointment Complete
  • Daily summary posted to #techs by n8n at end of day
  • Cancelled appointments shown distinctly on both boards
## Goal Track the full work order lifecycle in real time, visible to dispatch and the tech. ## Status flow ``` Scheduled → Tech Notified → En Route → On Site → Work Order Submitted → Complete ``` ## Depends on - Phase 1: slash-dispatch-plugin (done) - Phase 3: Playbooks unlock (done — license checks removed) - Phase 5: Mobile app (done) ## Features ### Tech status updates (mobile) - Tech taps a status button on their appointment card to advance the lifecycle - "En Route", "On Site", "Complete" buttons on the mobile dispatch board - Status update POSTs to plugin API → updates card in real time for dispatcher ### Dispatcher view - Each appointment card on the web dispatch board shows current status with color indicator - Real-time updates via existing WebSocket connection ### Automated transitions - "Tech Notified" set automatically when dispatch notification is sent - "Work Order Submitted" triggered by JotForm webhook → n8n → plugin API - "Complete" set when JotForm submission received (n8n already has this webhook) ### Daily summary - n8n posts completion summary to #techs at end of day - Count of completed, incomplete, cancelled appointments by tech ## Implementation notes - Add `status` field to Appointment struct in plugin store - Add `POST /plugins/com.ncwcom.slash-dispatch/appointment/{id}/status` API endpoint - Update mobile board HTML to show status buttons - Update web board to show status badges on cards - n8n JotForm webhook already exists — extend it to call the new status endpoint ## Acceptance criteria - [ ] Tech can tap En Route / On Site / Complete on their mobile card - [ ] Status change reflects on desktop dispatch board in real time - [ ] JotForm submission automatically marks appointment Complete - [ ] Daily summary posted to #techs by n8n at end of day - [ ] Cancelled appointments shown distinctly on both boards
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slash/slash-dispatch-plugin#3
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