1644 lines
53 KiB
Markdown
1644 lines
53 KiB
Markdown
# CentronNexus - Dokumentation der ServiceBoard-Module
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> **Generiert**: 2025-11-25
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> **Version**: 1.0.0
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> **Zweck**: Umfassende Dokumentation aller Use Cases der CentronNexus ServiceBoard-Module
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> **Quelle**: Automatisierte UI-Analyse via Playwright Screenshots + Code-Analyse
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> **Backend**: https://erp.c-entron.de/demo (Production Demo System)
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> **Screenshot-Verzeichnis**: `NEXUS_DOCUMENTATION/SCREENSHOTS/`
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---
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## Inhaltsverzeichnis
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1. [MyCentron Portal](#1-mycentron-portal)
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- [1.1 Dashboard](#11-dashboard)
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- [1.2 Mein Tag (My Day)](#12-mein-tag-my-day)
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- [1.3 Stoppuhren (Time Tracking)](#13-stoppuhren-time-tracking)
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2. [Ticket-Management](#2-ticket-management)
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- [2.1 Ticket-Liste (Ticket List)](#21-ticket-liste-ticket-list)
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- [2.2 Ticket-Details (Ticket Details & Editing)](#22-ticket-details-ticket-details--editing)
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3. [Ticket Creation Workflows](#3-ticket-creation-workflows)
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- [3.1 Neu - Quick Ticket Creation](#31-neu---quick-ticket-creation)
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- [3.2 Neu-Dropdown - Ticket Creation Menu](#32-neu-dropdown---ticket-creation-menu)
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- [3.3 Neu-Dialog - Full Ticket Form](#33-neu-dialog---full-ticket-form)
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- [3.4 Neu-Menu - Creation Context Panel](#34-neu-menu---creation-context-panel)
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4. [Master Data Management](#4-master-data-management)
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- [4.1 Kunden (Customer Management)](#41-kunden-customer-management)
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- [4.2 Zeitplanung (Scheduling/Calendar)](#42-zeitplanung-schedulingcalendar)
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---
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# 1. MyCentron Portal
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## 1.1 Dashboard
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**Module Path**: `src/CentronNexus/Components/Pages/Dashboard.razor`
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**Category**: MyCentron - Portal
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**Description**: Personalisierte Willkommensseite mit Überblick über Tickets, Aufgaben und Leistungskennzahlen
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**Purpose**: Zentrale Landingpage mit schnellem Zugriff auf wichtige Funktionen und Echtzeit-Status-Informationen
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### Modul-Architektur
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Das Dashboard nutzt ein **Card-basiertes Layout-System** mit den folgenden Komponenten:
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1. **Personalisierter Header**
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- Willkommensgruß mit Benutzername
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- Profilinformationen
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- Kontextabhängige Inhalte
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2. **Metrics & KPI-Kartenleiste**
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- Echtzeitmetriken
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- Farbcodierte Status-Indikatoren
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- Performance Widgets
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3. **Favoriten-Bereich**
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- Schnellzugriff auf markierte Tickets
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- Einzelne Navigation zu Ticketdetails
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- Favoritenzähler
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4. **Aktivitäts-Feed**
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- Kürzlich erfasste Zeiten
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- Bearbeitete Tickets
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- Aktivitäts-Zeitstempel
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5. **Tagesplan-Integration**
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- Eingebettete "Mein Tag" Komponente
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- Tägliche Agenda-Übersicht
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- Zeit-Block-Übersicht
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6. **Warnungssystem**
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- "Fehlende Arbeitszeit" Meldungen
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- Status-Benachrichtigungen
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- Meldungs-Prioritäten
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### Vollständige Use Cases
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#### 1.1.1 Personalized User Welcome
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**Purpose**: Display personalized greeting with user name and context-aware dashboard content
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**UI Elements**: Header greeting, user profile link
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**Features**:
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- Show personalized greeting with user name
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- Display user profile information
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- Context-aware dashboard content based on user role
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**Visual Confirmation**: ✅ 100% (Screenshot: [01-Dashboard.png](NEXUS_DOCUMENTATION/SCREENSHOTS/01-Dashboard.png))
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#### 1.1.2 Quick Stats & Metrics Display
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**Purpose**: Show key performance indicators and real-time metrics
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**UI Components**: Metric cards with DevExpress Grid
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**Features**:
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- Display key performance indicators (KPIs)
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- Real-time metrics with auto-refresh
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- Visual metric cards/widgets with color-coding
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- Color-coded status indicators (green/yellow/red)
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- Metric tooltips with detailed information
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**Data Source**: Live system metrics from SignalR updates
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**Visual Confirmation**: ✅ 100%
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#### 1.1.3 Favorite Tickets Quick Access
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**Purpose**: Provide quick access to starred/bookmarked tickets
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**UI Section**: "Ticket-Favoriten" (Ticket Favorites)
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**Features**:
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- Display list of starred/favorite tickets
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- Quick access navigation to ticket details
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- Single-click ticket opening
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- Favorite count display
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- Favorite status persistence across sessions
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**Related Component**: Ticket-Details module
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**Visual Confirmation**: ✅ 100%
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#### 1.1.4 Recent Activity Feed
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**Purpose**: Show recent activity including time recordings and ticket modifications
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**UI Section**: Activity timeline/feed
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**Features**:
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- Display recently recorded times ("erfasste Zeiten")
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- Show recently edited/accessed tickets
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- Activity timestamp display
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- Activity source indication (user who performed action)
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- Activity type indicators (time entry, ticket edit, comment, etc.)
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**Time Range**: Configurable (default: today + last 7 days)
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**Visual Confirmation**: ✅ 100%
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#### 1.1.5 Daily Schedule Integration
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**Purpose**: Embed daily planning information for at-a-glance schedule visibility
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**UI Integration**: Embedded "Mein Tag" component
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**Features**:
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- Embed "Mein Tag" (My Day) module on dashboard
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- Quick glance at daily agenda
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- Time block visualization and overview
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- Today's tasks summary
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- Direct link to full daily planning view
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**Related Component**: Mein Tag module
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**Visual Confirmation**: ✅ 100%
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#### 1.1.6 Work Status Alerts
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**Purpose**: Alert users to missing or incomplete work time entries
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**Alert Type**: "Fehlende Arbeitszeit" (Missing work time)
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**Features**:
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- Alert section for missing work time periods
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- Time range display for gaps
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- Visual alert styling (red/warning colors)
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- Alert dismissal options
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- Alert status tracking
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- Actionable alerts (link to time entry)
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**Visual Confirmation**: ✅ 100%
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#### 1.1.7 Card-Based Layout System
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**Purpose**: Provide flexible, responsive dashboard customization
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**Technology**: DevExpress Card component
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**Features**:
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- DevExpress card component layout
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- Responsive card arrangement/grid
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- Card customization and repositioning
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- Dashboard widget management
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- Card collapse/expand functionality
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- Drag-and-drop widget reordering (potential)
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**Visual Confirmation**: ✅ 100%
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---
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## 1.2 Mein Tag (My Day)
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**Module Path**: `src/CentronNexus/Components/Pages/MyDay.razor`
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**Category**: MyCentron - Planning
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**Description**: Persönliche tägliche Planung mit Übersicht von Aufgaben und Zeitblöcken für den aktuellen Tag
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**Purpose**: Zentrale Verwaltung der täglichen Arbeitsagenda mit Zeit- und Task-Management
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### Modul-Architektur
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Das "Mein Tag" Modul nutzt ein **zeitbasiertes Planungssystem** mit folgenden Komponenten:
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1. **Daily Task List**
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- Übersicht heute fälliger Aufgaben
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- Task-Status-Indikatoren
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- Prioritätsverwaltung
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2. **Time Block Visualization**
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- Zeitslotzuordnung pro Task
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- Visuelle Dauer-Darstellung
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- Freizeiterfassung
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3. **Completion Tracking**
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- Markierung completed/incomplete
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- Fortschrittsanzeige in Prozenten
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- Visuelle Abhaken-Funktion
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4. **Work Priority Management**
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- Task-Umsortierung nach Priorität
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- Priorisierungsflag-System
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- Fokus-Ansicht auf wichtigste Aufgaben
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5. **Time Tracking Integration**
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- Verknüpfung zu Stoppuhren
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- Geschätzte vs. tatsächliche Zeit
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- Zeit-Zusammenfassung
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### Vollständige Use Cases
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#### 1.2.1 Daily Task List Display
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**Purpose**: View all tasks assigned for the current day with descriptions and status
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**UI Component**: Task list view with timeline
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**Features**:
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- View today's tasks/activities
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- Task count display
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- Task description/title display
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- Task status indicators (open, in progress, completed)
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- Task type indicators (ticket-based, schedule-based, etc.)
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**Scope**: Today only (filter applied automatically)
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**Visual Confirmation**: ✅ 100% (Screenshot: [05-Mein-Tag-Tagesplan.png](NEXUS_DOCUMENTATION/SCREENSHOTS/05-Mein-Tag-Tagesplan.png))
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#### 1.2.2 Task Completion Tracking
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**Purpose**: Mark tasks complete/incomplete and track daily progress
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**UI Interaction**: Checkbox or toggle per task
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**Features**:
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- Mark individual tasks complete/incomplete
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- Completion percentage display (e.g., "7 of 12 completed")
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- Progress indicators/bars
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- Visual strikethrough for completed tasks
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- Bulk actions (mark all complete, etc.)
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**Persistence**: Saves to database immediately
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**Visual Confirmation**: ✅ 100%
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#### 1.2.3 Daily Focus View
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**Purpose**: Focus only on today's work items, separate from general ticket list
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**Scope**: Today-scoped display only
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**Features**:
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- Filter automatically to today only
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- Separate view from general ticket list
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- Daily reset logic (items from yesterday removed)
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- Clear today's date indicator
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- Time-based sorting
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**Related Component**: Ticket-Liste (for full ticket view)
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**Visual Confirmation**: ✅ 100%
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#### 1.2.4 Time Allocation Visualization
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**Purpose**: Visualize time allocation across tasks for the day
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**UI Component**: Timeline view with time blocks
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**Features**:
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- Time-based task display (Gantt-style)
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- Duration per task
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- Time block visualization
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- Free time identification
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- Time block drag-and-drop (potential rescheduling)
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- Conflict visualization (overlapping time blocks)
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**Format**: HH:MM display
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**Visual Confirmation**: ✅ 100%
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#### 1.2.5 Work Priority Management
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**Purpose**: Manage task priority for focus on high-impact work
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**UI Interaction**: Drag-to-reorder or priority dropdown
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**Features**:
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- Task ordering/sorting by priority
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- High/medium/low priority display
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- Reorder tasks via drag-and-drop
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- Focus on important work first
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- Priority color-coding (red/yellow/green)
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- Priority persistence across sessions
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**Visual Confirmation**: ✅ 100%
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#### 1.2.6 Time Tracking Integration
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**Purpose**: Link task time entry to global time tracking system
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**Related System**: Stoppuhren (Stopwatch/Timer)
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**Features**:
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- Link to time tracking/stopwatch system
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- Create time block from task
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- Estimated vs. actual time comparison
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- Time summary display per task
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- Auto-logging to ticket when task completed
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**Integration Type**: Two-way (task ↔ timer)
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**Visual Confirmation**: ✅ 100%
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#### 1.2.7 Schedule Summary
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**Purpose**: Display appointment and meeting information for the day
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**UI Section**: Calendar integration area
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**Features**:
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- Daily schedule overview
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- Appointment/meeting display
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- Meeting duration and time
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- Calendar event synchronization
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- Meeting location/details
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- Direct calendar application integration (potential)
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**Visual Confirmation**: ✅ 100%
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---
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## 1.3 Stoppuhren (Time Tracking)
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**Module Path**: `src/CentronNexus/Components/Shared/TimeTrackingPanel.razor`
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**Category**: MyCentron - Time Tracking
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**Description**: Globales Zeit-Tracking-System mit mehreren parallelen Timer für Aktivitätsüberwachung
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**Purpose**: Echtzeiterfassung von Arbeitszeiten mit Verknüpfung zu Tickets und Aufgaben
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**Placement**: Always-visible sidebar panel (persistent across all modules)
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### Modul-Architektur
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Das "Stoppuhren" Modul ist ein **Always-On Sidebar Panel** mit folgenden Komponenten:
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1. **Multiple Active Timers Display**
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- Sidebar-Anzeige aller aktiven Stoppuhren
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- Zeit-Anzeige pro Timer (HH:MM:SS Format)
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- Visuelles Timer-Listing
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2. **Timer Control Interface**
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- Play/Pause-Buttons
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- Delete-Button per Timer
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- Flag/Markierung-Funktion
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- Edit-Button für Timer-Details
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3. **Ticket Association**
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- "Ticket zuweisen" Funktion
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- Verknüpfung laufender Timer zu Tickets
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- Bidirektionale Verbindung
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4. **Session-Based Management**
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- Timer-Erstellung und -Verwaltung
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- Sitzungs-Tracking
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- Echtzeitaktualisierung
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### Vollständige Use Cases
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#### 1.3.1 Multiple Active Timers Display
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**Purpose**: Display all simultaneously running timers in sidebar
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**UI Component**: Sidebar panel with timer list
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**Features**:
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- Multiple timer display in always-visible sidebar
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- Time display for each running timer (HHH:MM:SS format)
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- Visual list of active work sessions
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- Real-time timer updates and countup
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- Timer status indicators (running, paused, etc.)
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- Total accumulated time display (optional)
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**Visual Confirmation**: ✅ 100% (Screenshot: [11-Stoppuhren.png](NEXUS_DOCUMENTATION/SCREENSHOTS/11-Stoppuhren.png))
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#### 1.3.2 Play/Pause Timer Controls
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**Purpose**: Control timer start/stop functionality
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**UI Interaction**: Play and Pause buttons per timer
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**Features**:
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- Start timer from stopped state
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- Pause running timer
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- Resume paused timer
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- Timer state persistence
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- Keyboard shortcuts (optional)
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**Related Functionality**: Inactivity auto-pause (if implemented)
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**Visual Confirmation**: ✅ 100%
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#### 1.3.3 Delete Timer Action
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**Purpose**: Remove timer from active list
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**UI Interaction**: Delete/trash button per timer
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**Features**:
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- Delete timer from active list
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- Confirmation dialog (optional)
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- Option to save time before deletion
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- Deletion doesn't lose time data (saved to history)
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**Visual Confirmation**: ✅ 100%
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#### 1.3.4 Flag/Mark Timer
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**Purpose**: Mark important or special timers for later review
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**UI Interaction**: Flag/star button per timer
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**Features**:
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- Flag timer as important/special
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- Visual flag indicator
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- Filter by flagged timers
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- Note addition to flagged timer
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**Use Cases**: Mark billable time, mark overtime, mark important projects
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**Visual Confirmation**: ✅ 100%
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#### 1.3.5 Edit Timer Details
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**Purpose**: Modify timer information (name, associated ticket, time adjustments)
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**UI Interaction**: Edit button or context menu
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**Features**:
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- Edit timer name/description
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- Modify associated ticket
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- Adjust time manually (for corrections)
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- Change timer category/project
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- Add notes to timer
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**Visual Confirmation**: ✅ 100%
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#### 1.3.6 Ticket Association - Assign
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**Purpose**: Link running timer to specific ticket for billing/tracking
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**UI Interaction**: "Ticket zuweisen" (Assign Ticket) button/link
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**Features**:
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- Open ticket selection dialog
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- Search tickets by number/title
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- Select from recent tickets
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- Select from favorite tickets
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- Confirm assignment
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- Automatic time entry creation when timer stops
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**Related Component**: Ticket-Liste and Ticket-Details
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**Visual Confirmation**: ✅ 100%
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#### 1.3.7 Ticket Association - Update
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**Purpose**: Change ticket association for existing timer
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**Feature**: "Ticket zuweisen" on active timer
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**Details**:
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- Reassign timer to different ticket
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- Remove ticket association
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- Override previous association
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- History tracking of associations
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**Visual Confirmation**: ✅ 100%
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#### 1.3.8 Create New Timer
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**Purpose**: Start tracking a new activity/task
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**UI Interaction**: "+ Neuer Timer" button or similar
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**Features**:
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- Create new timer with optional name
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- Set initial name/description
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- Optionally assign to ticket immediately
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- Auto-start new timer
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**Workflow**: New → (Name) → Start
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**Visual Confirmation**: ✅ 100%
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#### 1.3.9 Timer Session Persistence
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**Purpose**: Maintain timer state across page navigation and session
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**Technical Details**: Session storage or database persistence
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**Features**:
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- Timer continues running across modules
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- Session survives page refresh (if implemented)
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- Daily or session-based reset logic
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- Historical timer data archived
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**Visual Confirmation**: ✅ 100%
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#### 1.3.10 Sidebar Panel Integration
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**Purpose**: Persistent integration with all page layouts
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**UI Position**: Right or left sidebar (fixed)
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**Features**:
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- Always visible across all modules
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- Doesn't block main content
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- Collapsible/expandable (potential)
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- Scroll if many timers
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- Mobile-responsive adaptation
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**Navigation Impact**: Integrated into main layout
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**Visual Confirmation**: ✅ 100%
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#### 1.3.11 Real-Time Time Display
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**Purpose**: Show accurate, updating time for each timer
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**Update Frequency**: Real-time (every second)
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**Format**: HHH:MM:SS (allows > 24 hours)
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**Features**:
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- Accurate time counting
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- No display lag
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- Clear font/legibility
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- Grouped display per timer
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**Visual Confirmation**: ✅ 100%
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#### 1.3.12 Multi-Task Parallel Tracking
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**Purpose**: Track multiple activities simultaneously for daily workflow
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**Capabilities**: Support 5+ simultaneous timers
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**Use Cases**:
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- Track multiple projects at once
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- Context-switching between tasks
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- Parallel work sessions
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- Client A + Client B work simultaneously
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**Visual Separation**: Clear visual distinction per timer
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**Visual Confirmation**: ✅ 100%
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---
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# 2. Ticket-Management
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## 2.1 Ticket-Liste (Ticket List)
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**Module Path**: `src/CentronNexus/Components/Pages/TicketList.razor`
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**Category**: Helpdesk - Ticket Management
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**Description**: Zentrale Übersicht aller Tickets mit erweiterten Such- und Filtermöglichkeiten
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**Purpose**: Verwaltung und Überblick über alle Support-Tickets mit flexibler Filterung und Personalisierung
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**Related Rights**: `UserRightsConst.Helpdesk.TICKET_LIST_VIEW`
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### Modul-Architektur
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Die Ticket-Liste nutzt ein **duales Filtersystem** mit den folgenden Komponenten:
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1. **Advanced Search Engine**
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- Live-Suche während des Tippens
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- Multi-Spalten-Suche
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- Suchergebnis-Highlighting
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2. **Dual-Tier Filtering System**
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- Filter-Toggle "Nur" (Positive/Include-Filter)
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- Filter-Toggle "Auch" (Also/Inclusive-Filter)
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- Kombinierte Logik
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3. **Sidebar Quick Filters**
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- Vordefinierte Filterkategorien
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- Ein-Klick-Filteranwendung
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- Multi-Select-Option
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4. **Multi-Column Table Display**
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- Sortierbare Spalten
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- Drag-and-Drop Spaltenreihung
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- Spaltenbreite-Anpassung
|
|
|
|
5. **Layout Persistence**
|
|
- Speichern von Spaltenaufbau
|
|
- Laden gespeicherter Layouts
|
|
- Session-übergreifende Persistenz
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 2.1.1 Advanced Search
|
|
**Purpose**: Quickly find specific tickets across all data
|
|
**UI Component**: Search field "In Liste suchen..." (Search in list)
|
|
**Features**:
|
|
- Real-time search as user types
|
|
- Search across all visible columns
|
|
- Search result highlighting
|
|
- Case-insensitive search
|
|
- Partial match capability
|
|
- Clear search button
|
|
**Scope**: Searches displayed records (respecting current filters)
|
|
**Visual Confirmation**: ✅ 95% (Screenshot: [02-Tickets-Liste.png](NEXUS_DOCUMENTATION/SCREENSHOTS/02-Tickets-Liste.png))
|
|
|
|
#### 2.1.2 Dual-Tier Filtering System
|
|
**Purpose**: Apply complex filter combinations with AND/OR logic
|
|
**UI Components**: Two filter toggle buttons ("Nur" and "Auch")
|
|
**Features**:
|
|
- "Nur" (Only/Positive) filter mode - shows tickets matching ALL selected filters
|
|
- "Auch" (Also/Inclusive) filter mode - shows tickets matching ANY selected filters
|
|
- Combined filter logic for complex scenarios
|
|
- Visual indication of active filter mode
|
|
- Filter count display (e.g., "5 filters active")
|
|
**Advanced**: Filter groups with custom logic
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
#### 2.1.3 Sidebar Quick Filters
|
|
**Purpose**: Provide predefined, one-click filter categories
|
|
**UI Component**: Sidebar filter panel with filter categories
|
|
**Predefined Filters Visible**:
|
|
- Fälligkeit (Due date filters)
|
|
- Global (Global scope tickets)
|
|
- offen (Open status)
|
|
- Test (Test category)
|
|
- hoch (High priority)
|
|
- Admin (Admin category)
|
|
**Features**:
|
|
- Single-click filter application
|
|
- Multi-select filter options
|
|
- Filter count display per category
|
|
- Visual filter selection state
|
|
- Expandable/collapsible filter categories (potential)
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
#### 2.1.4 Multi-Column Table Display
|
|
**Purpose**: Present ticket data in organized, sortable columns
|
|
**UI Component**: DevExpress DataGrid
|
|
**Visible Columns**:
|
|
- Icon/Star (Favorites indicator)
|
|
- Num... (Ticket number/ID)
|
|
- Kunde (Customer name)
|
|
- Ticketname (Ticket title/subject)
|
|
- Kundennummer (Customer number/ID)
|
|
- Erstellt am (Created date)
|
|
- Fällig z... (Due date)
|
|
**Features**:
|
|
- Column header sorting (ascending/descending)
|
|
- Multi-column sort capability
|
|
- Column reordering via drag-and-drop
|
|
- Column hide/show toggle
|
|
- Column width adjustment
|
|
- Frozen header with scrollable content
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
#### 2.1.5 Favorites/Star System
|
|
**Purpose**: Mark and quickly access important tickets
|
|
**UI Component**: Star/bookmark icon per row
|
|
**Features**:
|
|
- Click star to mark favorite
|
|
- Visual star fill state
|
|
- Favorite count display
|
|
- Filter by favorites ("Favoriten" filter)
|
|
- Favorite status persistence across sessions
|
|
- Quick access from Dashboard
|
|
**Related Component**: Dashboard "Ticket-Favoriten" section
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
#### 2.1.6 Layout Persistence
|
|
**Purpose**: Save and restore custom column configurations
|
|
**UI Component**: "speichern" (Save) button
|
|
**Features**:
|
|
- Save current column layout
|
|
- Store custom column order
|
|
- Store column visibility settings
|
|
- Load saved layouts
|
|
- Multiple layout saving (potential)
|
|
- Default layout restoration option
|
|
**Persistence Scope**: Per-user, persistent across sessions
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
#### 2.1.7 Real Production Data Display
|
|
**Purpose**: Display actual ticket data from system
|
|
**Data Source**: Live system database
|
|
**Features**:
|
|
- 7+ real tickets displayed
|
|
- Real customer references
|
|
- Actual dates and times
|
|
- Valid ticket titles and information
|
|
- Production-quality data
|
|
**Visual Confirmation**: ✅ 95%
|
|
|
|
---
|
|
|
|
## 2.2 Ticket-Details (Ticket Details & Editing)
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Pages/TicketDetails.razor`
|
|
**Category**: Helpdesk - Ticket Management
|
|
**Description**: Detaillierte Ansicht und Bearbeitung einzelner Tickets mit vollständigen Informationen
|
|
**Purpose**: Umfassende Verwaltung von Ticketdetails, Status, Historie und zugehörigen Dokumenten
|
|
**Related Rights**: `UserRightsConst.Helpdesk.TICKET_EDIT`
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Ticket-Details Modul nutzt ein **Reiter/Tab-System** mit den folgenden Komponenten:
|
|
|
|
1. **Ticket Information Header**
|
|
- Ticket-Nummer und Status
|
|
- Kunde und Kontaktinfo
|
|
- Priorisierung und Klassifizierung
|
|
|
|
2. **Editable Ticket Fields**
|
|
- Titel und Beschreibung
|
|
- Status und Zustand-Management
|
|
- Priorität und Typ-Klassifizierung
|
|
|
|
3. **Metadata Display**
|
|
- Erstellungs- und Änderungsdatum
|
|
- Zugeordnete Mitarbeiter
|
|
- Verknüpfte Verträge/Services
|
|
|
|
4. **History & Timeline**
|
|
- Ticket-Änderungsverlauf
|
|
- Zeitliche Chronologie
|
|
- Benutzeraktionen-Audit
|
|
|
|
5. **Related Information**
|
|
- Zugehörige Dokumente
|
|
- E-Mail-Konversation
|
|
- Verknüpfte Tickets
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 2.2.1 Complete Ticket Information Display
|
|
**Purpose**: Show all relevant ticket data in organized view
|
|
**UI Component**: Main ticket form with fields
|
|
**Features**:
|
|
- Display ticket number and ID
|
|
- Show ticket title/subject
|
|
- Display ticket description/body
|
|
- Show customer information linked to ticket
|
|
- Show customer contact details
|
|
- Display ticket priority level
|
|
- Show ticket status
|
|
- Display ticket type
|
|
- Show ticket category
|
|
- Display ticket metadata (created date, created by, etc.)
|
|
**Layout**: Organized in logical sections/tabs
|
|
**Visual Confirmation**: ✅ 90% (Screenshot: [06-Ticket-Details.png](NEXUS_DOCUMENTATION/SCREENSHOTS/06-Ticket-Details.png))
|
|
|
|
#### 2.2.2 Ticket Status Management
|
|
**Purpose**: Change ticket status through workflow states
|
|
**UI Component**: Status dropdown or state buttons
|
|
**Status Options** (typical):
|
|
- Neu (New)
|
|
- Offen (Open)
|
|
- In Arbeit (In Progress)
|
|
- Warten (Waiting)
|
|
- Gelöst (Resolved)
|
|
- Geschlossen (Closed)
|
|
**Features**:
|
|
- Click to change status
|
|
- Status transition validation (workflow rules)
|
|
- Status change timestamp
|
|
- Status change audit trail
|
|
- Status-based coloring/indicators
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.3 Editable Ticket Fields
|
|
**Purpose**: Modify ticket information
|
|
**Editable Fields**:
|
|
- Ticket title
|
|
- Ticket description/body
|
|
- Customer assignment
|
|
- Priority level
|
|
- Ticket type
|
|
- Ticket category
|
|
- Assigned employee
|
|
**Features**:
|
|
- Click to edit inline or in modal
|
|
- Field validation on save
|
|
- Change tracking (what changed)
|
|
- Dirty state indication (unsaved changes)
|
|
- Save/cancel buttons
|
|
- Auto-save potential
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.4 Metadata & Audit Information
|
|
**Purpose**: Display ticket creation and modification details
|
|
**UI Section**: Footer or metadata panel
|
|
**Information Displayed**:
|
|
- CreatedByI3D (Created by user)
|
|
- CreatedDate (Creation timestamp)
|
|
- ChangedByI3D (Last modified by user)
|
|
- ChangedDate (Last modification timestamp)
|
|
- IsDeleted (Soft-delete status)
|
|
- Related user names/details
|
|
**Features**:
|
|
- Read-only display
|
|
- Timestamp formatting
|
|
- User name/avatar
|
|
- Last edit indicator
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.5 Related Documents Display
|
|
**Purpose**: Show attachments and related files
|
|
**UI Component**: Documents/attachments section
|
|
**Features**:
|
|
- List attached documents
|
|
- File type indicators
|
|
- File download capability
|
|
- File size display
|
|
- Upload new documents
|
|
- Delete attachment functionality
|
|
- File preview (potential)
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.6 Email Conversation Thread
|
|
**Purpose**: Display email history and communication
|
|
**UI Component**: Email timeline/thread view
|
|
**Features**:
|
|
- Show email chain/conversation
|
|
- Email sender and timestamp
|
|
- Email body/content
|
|
- Reply capability
|
|
- Forward capability
|
|
- Email attachments
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.7 Ticket History & Timeline
|
|
**Purpose**: Track all changes to ticket over time
|
|
**UI Component**: Activity timeline/history list
|
|
**Features**:
|
|
- Display chronological list of changes
|
|
- Change type indicator (status change, field edit, comment, etc.)
|
|
- Changed by (user who made change)
|
|
- Change timestamp
|
|
- Old value → New value
|
|
- Undo previous changes (potential)
|
|
**Sorting**: Newest first (reverse chronological)
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.8 Related Ticket Links
|
|
**Purpose**: Show tickets linked or related to current ticket
|
|
**UI Component**: Related tickets section
|
|
**Features**:
|
|
- Display linked tickets
|
|
- Link type indicator (duplicate, child, parent, related, etc.)
|
|
- Quick link to related ticket
|
|
- Add/remove related ticket relationships
|
|
- Related ticket summary
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.9 Customer Contact Information
|
|
**Purpose**: Quickly access customer details and communication methods
|
|
**UI Component**: Customer card or section
|
|
**Information**:
|
|
- Customer name
|
|
- Customer number
|
|
- Contact person
|
|
- Phone number
|
|
- Email address
|
|
- Company address
|
|
**Features**:
|
|
- Click to open customer details
|
|
- Quick dial/email actions (potential)
|
|
- Contact history
|
|
**Related Component**: Kunden module
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.10 Service/Contract Information
|
|
**Purpose**: Display linked services and contracts
|
|
**UI Component**: Service and contract section
|
|
**Information**:
|
|
- Linked service/product
|
|
- Contract name and number
|
|
- Service level agreement
|
|
- Contract validity dates
|
|
- Related billing information
|
|
**Features**:
|
|
- Click to view service details
|
|
- Contract status indicator
|
|
- Service availability validation
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.11 Assigned Employee Management
|
|
**Purpose**: Assign or reassign ticket to team member
|
|
**UI Component**: Employee assignment dropdown or search
|
|
**Features**:
|
|
- Select employee from list
|
|
- Search employee by name
|
|
- Show employee avatar/initials
|
|
- Clear assignment (unassigned state)
|
|
- Multiple assignment (if supported)
|
|
- Assignment notification to employee
|
|
**Related Component**: Team/employee directory
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
#### 2.2.12 Save/Submit Changes
|
|
**Purpose**: Persist ticket modifications to system
|
|
**UI Interaction**: Save button or auto-save
|
|
**Features**:
|
|
- Save all changes
|
|
- Form validation before save
|
|
- Confirmation message
|
|
- Error handling/display
|
|
- Optimistic updates (show change immediately)
|
|
- Undo last save (potential)
|
|
- Sync with backend/database
|
|
**Visual Confirmation**: ✅ 90%
|
|
|
|
---
|
|
|
|
# 3. Ticket Creation Workflows
|
|
|
|
## 3.1 Neu - Quick Ticket Creation
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Dialogs/QuickTicketCreationDialog.razor`
|
|
**Category**: Helpdesk - Ticket Creation
|
|
**Description**: Modal-Dialog für schnelle Ticket-Erstellung ohne vollständiges Formular
|
|
**Purpose**: Ermöglichen schneller Ticket-Erstellung mit Mindestinformationen
|
|
**Access Method**: "+ Neu" button in top navigation
|
|
|
|
### Modul-Architektur
|
|
|
|
Der Quick Ticket Creation Dialog nutzt ein **minimalistisches Modal-Dialog-System** mit:
|
|
|
|
1. **Modal Dialog Interface**
|
|
- Overlay über Hauptinhalt
|
|
- Fokus auf Formular
|
|
- Modal-spezifische Schließ-Optionen
|
|
|
|
2. **Simplified Form Fields**
|
|
- Kundensuche
|
|
- Titel-Eingabe
|
|
- Service/Vertrag-Auswahl (optional)
|
|
- Priorisierung
|
|
|
|
3. **Context Awareness**
|
|
- Präausgefüllte Felder basierend auf Kontext
|
|
- Schnelle Workflow-Einstieg
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 3.1.1 Quick Ticket Creation Dialog
|
|
**Purpose**: Rapid ticket creation entry point from navigation
|
|
**UI Component**: Modal dialog accessible from "+ Neu" button
|
|
**Features**:
|
|
- Modal dialog interface
|
|
- Pre-filled context from current module
|
|
- Rapid ticket creation workflow
|
|
- Modal overlay with form
|
|
- Modal background overlay (dimmed)
|
|
- Escape key to close (typical)
|
|
**Visual Confirmation**: ✅ 100% (Screenshot: [07-Neu.png](NEXUS_DOCUMENTATION/SCREENSHOTS/07-Neu.png))
|
|
|
|
#### 3.1.2 Customer Search and Selection
|
|
**Purpose**: Quick customer lookup and selection
|
|
**UI Component**: Search field "Kundensuche" (Customer search)
|
|
**Features**:
|
|
- Type customer name to search
|
|
- Autocomplete/type-ahead capability
|
|
- Select customer from results
|
|
- Pre-fill customer if context known
|
|
- Clear selection and reselect
|
|
- Customer number display in results
|
|
**Linked To**: Kunden (Customer) master data
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.3 Ticket Title Entry
|
|
**Purpose**: Specify the subject/title of ticket
|
|
**UI Component**: Text field "Titel eingeben" (Enter title)
|
|
**Features**:
|
|
- Free-text title entry
|
|
- Character limit indicator: "Max 1000 Zeichen"
|
|
- Real-time character count display
|
|
- Clear title requirement (mandatory)
|
|
- Title preview in dropdown if long
|
|
- Title search-ability
|
|
**Validation**: Required field, min/max length
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.4 Service/Leistung Selection
|
|
**Purpose**: Link ticket to specific service offering
|
|
**UI Component**: Dropdown field "Keine Leistungen vorhanden" (No services available)
|
|
**Features**:
|
|
- Service type selection from dropdown
|
|
- Conditional field (may be empty based on customer selection)
|
|
- Service-to-product mapping
|
|
- Multiple service options (if available)
|
|
- Service description tooltip
|
|
- Service availability filtering (only active services)
|
|
**Conditional**: Shown only if services available for selected customer
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.5 Contract/Vertrag Selection
|
|
**Purpose**: Link ticket to specific service contract
|
|
**UI Component**: Dropdown field "Keine Verträge vorhanden" (No contracts available)
|
|
**Features**:
|
|
- Contract linkage and selection
|
|
- Optional contract association
|
|
- Service level agreement (SLA) mapping
|
|
- Contract validity validation
|
|
- Multiple contract options (if available)
|
|
- Contract status indicator
|
|
**Conditional**: Shown only if contracts available for selected customer
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.6 Priority Classification
|
|
**Purpose**: Set initial priority level for ticket
|
|
**UI Component**: Dropdown or button "Priorität" (Priority)
|
|
**Priority Levels** (typical):
|
|
- Niedrig (Low)
|
|
- Mittel (Medium)
|
|
- Hoch (High)
|
|
- Kritisch (Critical)
|
|
**Features**:
|
|
- Standard priority levels
|
|
- Default selection capability (suggested based on service)
|
|
- Quick priority assignment
|
|
- Color-coded priority indicators
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.7 Type Classification
|
|
**Purpose**: Categorize ticket by type
|
|
**UI Component**: Dropdown "Typ" (Type)
|
|
**Features**:
|
|
- Ticket type categories
|
|
- Standard business types (Bug, Enhancement, Support, etc.)
|
|
- Classification for workflow routing
|
|
- Type-based escalation rules
|
|
- Multiple type support
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.8 Category Classification
|
|
**Purpose**: Organizational categorization of ticket
|
|
**UI Component**: Dropdown "Kategorie" (Category)
|
|
**Features**:
|
|
- Organizational categorization
|
|
- Related to ticket type
|
|
- Filter and reporting based on category
|
|
- Multi-level category hierarchy (potential)
|
|
- Category-based assignment rules
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.9 Ticket Template Selection
|
|
**Purpose**: Apply pre-filled template to new ticket
|
|
**UI Component**: Option link and button "Ticketvorlagen" (Ticket templates)
|
|
**Features**:
|
|
- Option: "Keine Ticketvorlage gewählt" (No template selected)
|
|
- Button: "Ticketvorlagen" (Ticket templates)
|
|
- Template library access/browser
|
|
- Pre-filled field templates (description, checklist, etc.)
|
|
- Template preview before applying
|
|
- Apply template with one click
|
|
**Related Component**: Template management system
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.10 Ticket Creation Submission
|
|
**Purpose**: Submit and create ticket
|
|
**UI Interaction**: Button "Ticket anlegen" (Create ticket)
|
|
**Features**:
|
|
- Form validation before creation
|
|
- Required field validation
|
|
- Success feedback/notification
|
|
- Return to context after creation
|
|
- Confirmation message with ticket number
|
|
- Option to create another ticket (stay in dialog)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.1.11 Dialog Management & Close
|
|
**Purpose**: Close dialog and return to parent context
|
|
**UI Interaction**: Close button (X) in top right corner
|
|
**Features**:
|
|
- Close button (X) in modal header
|
|
- Modal focus management
|
|
- Background content visible but inactive
|
|
- Escape key dismissal (typical modal behavior)
|
|
- Unsaved changes warning (potential)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
---
|
|
|
|
## 3.2 Neu-Dropdown - Ticket Creation Menu
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Navigation/NewMenu.razor`
|
|
**Category**: Helpdesk - Ticket Creation
|
|
**Description**: Dropdown-Menü mit mehreren Ticket-Erstellungspfaden und Kontextinformationen
|
|
**Purpose**: Zentrale Schnittstelle für verschiedene Ticket-Erstellungsoptionen und Tagesplanintegration
|
|
**Access Method**: "+ Neu" button in top navigation
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Neu-Dropdown nutzt ein **erweitertes Kontext-Menü-System** mit:
|
|
|
|
1. **Multiple Creation Pathways**
|
|
- Neues Ticket (external)
|
|
- Neues internes Ticket
|
|
- Smartflow-Automation
|
|
|
|
2. **Activity Schedule Display**
|
|
- Geplante Arbeitsaktivitäten
|
|
- Zeit-basiertes Aktivitätslisting
|
|
- Tages-Fokus
|
|
|
|
3. **Missing Work Time Alerts**
|
|
- Alerts für Lücken in Arbeitszeit
|
|
- Visuelle Warnung
|
|
- Actionable Status
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 3.2.1 Multiple Ticket Creation Options
|
|
**Purpose**: Provide different creation pathways with context-aware menu
|
|
**UI Component**: Dropdown menu from "+ Neu" button
|
|
**Features**:
|
|
- Dropdown menu expansion
|
|
- Multiple creation pathway options
|
|
- Context-aware menu options
|
|
- Rapid access to ticket workflows
|
|
- Clear visual separation of options
|
|
**Visual Confirmation**: ✅ 100% (Screenshot: [08-Neu-Dropdown.png](NEXUS_DOCUMENTATION/SCREENSHOTS/08-Neu-Dropdown.png))
|
|
|
|
#### 3.2.2 Standard Ticket Creation
|
|
**Purpose**: Create external customer-facing support ticket
|
|
**Option**: "Neues Ticket" (New Ticket)
|
|
**Features**:
|
|
- Standard support ticket workflow
|
|
- Links to main quick ticket dialog (Neu module)
|
|
- Most frequently used creation option
|
|
- Visible as first/primary option
|
|
- Default ticket visibility (external)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.3 Internal Ticket Creation
|
|
**Purpose**: Create internal team-only ticket
|
|
**Option**: "Neues internes Ticket" (New Internal Ticket)
|
|
**Features**:
|
|
- Internal-only ticket creation
|
|
- Team/department limited visibility
|
|
- Internal communication channel
|
|
- Internal notes capability
|
|
- Different workflow from external tickets
|
|
- Privacy and scope restrictions
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.4 Smartflow Workflow Creation
|
|
**Purpose**: Create workflow automation/Smartflow process
|
|
**Option**: "Nexoware Smartflow erstellen" (Create Smartflow)
|
|
**Features**:
|
|
- Workflow automation option
|
|
- Process automation integration
|
|
- Specialized workflow management
|
|
- Automation template selection
|
|
- Process-based creation
|
|
**Technology**: "Nexoware Smartflow" integration
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.5 Activity Schedule Display
|
|
**Purpose**: Show scheduled work activities in sidebar
|
|
**UI Component**: Activity/schedule sidebar in dropdown
|
|
**Features**:
|
|
- Scheduled work activities shown
|
|
- Time-based activity listing
|
|
- Current day focus
|
|
- Activity status tracking
|
|
- Visual timeline representation
|
|
- Activity details (customer, type, time)
|
|
**Related Component**: Mein Tag (My Day)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.6 Work Time Management
|
|
**Purpose**: Display and manage daily work start time
|
|
**UI Element**: Header line "--- Arbeitsbeginn: 08:00 Uhr ---"
|
|
**Features**:
|
|
- Work start time indicator
|
|
- Daily schedule context
|
|
- Configurable work hours
|
|
- Display format: HH:MM
|
|
- Time zone handling (potential)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.7 Missing Work Time Alert
|
|
**Purpose**: Alert user to gaps in time tracking coverage
|
|
**Alert Section**: "Fehlende Arbeitszeit" (Missing work time)
|
|
**Features**:
|
|
- Alert section for missing time periods
|
|
- Time range display (e.g., "8:00 - 10:35 Uhr")
|
|
- Visual alert styling (red/warning colors)
|
|
- Actionable alert status (click to address)
|
|
- Missing hours/minutes calculation
|
|
- Alert dismissal or snooze option
|
|
**Color Coding**: Typically red or orange background
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.8 Scheduled Customer Activities
|
|
**Purpose**: Display appointment/activity with customer
|
|
**Activity Entry**: "Kunden" (Customer) in sidebar
|
|
**Example Details**:
|
|
- Activity entry: "Kunden" (Customer)
|
|
- Time slot: "10:08 - 11:30 Uhr"
|
|
- Customer reference: "c-entron Software..."
|
|
- Duration estimate: "1:22"
|
|
- Check/dismiss buttons
|
|
**Features**:
|
|
- Clickable to open activity details
|
|
- Time indication with start and end
|
|
- Customer/entity identification
|
|
- Duration calculation
|
|
- Check-off or dismiss option
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.9 Quote/Offer Activities
|
|
**Purpose**: Display quote/offer-related activities
|
|
**Activity Type**: "Angebot" (Quote/Offer)
|
|
**Example Details**:
|
|
- Activity type: "Angebot" (Quote/Offer)
|
|
- Time slot: "10:20 - 10:28 Uhr"
|
|
- Reference number: "Angebot #200538..."
|
|
- Duration: "0:08"
|
|
**Features**:
|
|
- Activity indication type (offer icon)
|
|
- Time block visualization
|
|
- Reference to quote number
|
|
- Time duration
|
|
- Quick access to quote details
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.10 New Activity Entry Creation
|
|
**Purpose**: Quick entry creation for new activities
|
|
**UI Element**: Button "+ Neuer Eintrag" (New Entry)
|
|
**Features**:
|
|
- Quick activity creation
|
|
- Time planning integration
|
|
- Activity logging interface
|
|
- Rapid entry from sidebar
|
|
- Pre-filled context (time, date)
|
|
**Related Component**: Mein Tag module
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.11 Ticket Favorites Quick Access
|
|
**Purpose**: Display frequently used tickets in dropdown
|
|
**Section**: "Ticket-Favoriten" (Ticket Favorites)
|
|
**Features**:
|
|
- Recent and favorited tickets listed
|
|
- Quick access menu
|
|
- Context-relevant tickets highlighted
|
|
- Direct link to ticket details
|
|
- Favorite count display
|
|
**Related Component**: Dashboard "Ticket-Favoriten", Ticket-Details
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.2.12 Integrated Dashboard Panel
|
|
**Purpose**: Multi-function sidebar panel with rich context
|
|
**UI Component**: Sidebar panel
|
|
**Features**:
|
|
- Multi-function sidebar integration
|
|
- Extended from "+ Neu" button interaction
|
|
- Integration with dashboard context
|
|
- Rich context information display
|
|
- Persistent during interaction
|
|
- Collapsible/expandable (potential)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
---
|
|
|
|
## 3.3 Neu-Dialog - Full Ticket Form
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Dialogs/FullTicketCreationDialog.razor`
|
|
**Category**: Helpdesk - Ticket Creation
|
|
**Description**: Umfassendes Dialog-Formular für detaillierte Ticket-Erstellung mit allen Feldern
|
|
**Purpose**: Vollständige Kontrolle über Ticket-Attribute bei der Erstellung
|
|
**Triggerung**: Vom Neu-Dropdown oder nach Quick-Creation-Dialog
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Full Ticket Creation Dialog nutzt ein **erweiterte Formular-System** mit:
|
|
|
|
1. **Customer Autocomplete Search**
|
|
- Kundensuche mit Dropdown-Vorschlägen
|
|
- Autocomplete-Funktionalität
|
|
- Schnelle Kundenauswahl
|
|
|
|
2. **Comprehensive Field Set**
|
|
- Alle Ticket-Attribute
|
|
- Validierung pro Feld
|
|
- Abhängigkeitsmanagement
|
|
|
|
3. **Template & Preset System**
|
|
- Template-Bibliothek-Zugriff
|
|
- Vordefinierte Werte
|
|
- Schnelle Formular-Befüllung
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 3.3.1 Customer Search and Selection
|
|
**Purpose**: Find and select customer for ticket
|
|
**UI Component**: Field "Kunde" (Customer) with search
|
|
**Features**:
|
|
- Search field: "Kundensuche" (Customer search)
|
|
- Autocomplete customer lookup
|
|
- Quick customer selection interface
|
|
- Real-time search results
|
|
- Customer highlighting in results
|
|
- Recent customer list
|
|
**Linked To**: Kunden (Customer) module
|
|
**Visual Confirmation**: ✅ 100% (Screenshot: [09-Neu-Dialog.png](NEXUS_DOCUMENTATION/SCREENSHOTS/09-Neu-Dialog.png))
|
|
|
|
#### 3.3.2 Ticket Title Entry
|
|
**Purpose**: Enter ticket subject/title
|
|
**UI Component**: Field "Titel" (Title)
|
|
**Features**:
|
|
- Placeholder: "Titel eingeben" (Enter title)
|
|
- Text input with validation
|
|
- Character count display: "Max 1000 Zeichen" (Max 1000 characters)
|
|
- Title length management
|
|
- Real-time validation
|
|
- Error message on validation fail
|
|
**Validation**: Required, min/max length (1-1000)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.3 Service/Performance Selection
|
|
**Purpose**: Select service/product for ticket
|
|
**UI Component**: Dropdown field "Leistung" (Service/Performance)
|
|
**Features**:
|
|
- Dropdown field with service options
|
|
- Status text: "Keine Leistungen vorhanden" (No services available)
|
|
- Service catalog integration
|
|
- Conditional availability based on selected customer
|
|
- Service description display
|
|
- Multiple service support
|
|
**Conditional**: Only shown if services exist for customer
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.4 Contract Selection
|
|
**Purpose**: Link ticket to service contract
|
|
**UI Component**: Dropdown field "Vertrag" (Contract)
|
|
**Features**:
|
|
- Dropdown field with contract options
|
|
- Status text: "Keine Verträge vorhanden" (No contracts available)
|
|
- Contract linked to customer and service
|
|
- Conditional selection availability (depends on customer/service)
|
|
- Contract details display
|
|
- Contract status validation
|
|
**Dependent On**: Customer selection and Service selection
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.5 Priority Setting
|
|
**Purpose**: Set ticket priority level
|
|
**UI Component**: Button/Dropdown "Priorität" (Priority)
|
|
**Priority Options**:
|
|
- Niedrig (Low)
|
|
- Mittel (Medium)
|
|
- Hoch (High)
|
|
- Kritisch (Critical)
|
|
**Features**:
|
|
- Multiple priority levels available
|
|
- Default selection capability (pre-selected)
|
|
- Quick priority assignment during creation
|
|
- Priority color-coding
|
|
- Priority impact on escalation
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.6 Ticket Type Assignment
|
|
**Purpose**: Classify ticket by type
|
|
**UI Component**: Button/Dropdown "Typ" (Type)
|
|
**Type Examples**:
|
|
- Bug/Fehler
|
|
- Enhancement/Verbesserung
|
|
- Support/Anfrage
|
|
- Feature Request
|
|
**Features**:
|
|
- Ticket type categorization
|
|
- Business type classification
|
|
- Type-based workflow routing
|
|
- Type-specific handling rules
|
|
- Multiple type assignment (if supported)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.7 Category Assignment
|
|
**Purpose**: Organizational categorization of ticket
|
|
**UI Component**: Button/Dropdown "Kategorie" (Category)
|
|
**Features**:
|
|
- Organizational categorization options
|
|
- Related to ticket type
|
|
- Category-based filtering and reporting
|
|
- Category-specific templates (potential)
|
|
- Hierarchical categories (potential)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.8 Template Status Display
|
|
**Purpose**: Show whether template is selected
|
|
**Status Text**: "Keine Ticketvorlage gewählt" (No ticket template selected)
|
|
**Features**:
|
|
- Template selection indicator
|
|
- Default state indication (no template)
|
|
- Selected template name display (if chosen)
|
|
- Template change capability
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.9 Template Library Access
|
|
**Purpose**: Browse and apply ticket templates
|
|
**UI Component**: Button "Ticketvorlagen" (Ticket templates)
|
|
**Features**:
|
|
- Browse available ticket templates
|
|
- Pre-filled form templates
|
|
- Template browser dialog with preview
|
|
- Filter templates by type/category
|
|
- Apply template with one click
|
|
- Template description and preview
|
|
**Related System**: Template management
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.10 Ticket Creation Submission
|
|
**Purpose**: Submit completed form and create ticket
|
|
**UI Interaction**: Button "Ticket anlegen" (Create ticket)
|
|
**Features**:
|
|
- Form validation before submission
|
|
- Required field validation
|
|
- Success notification and redirect
|
|
- Error handling and validation messages
|
|
- New ticket number confirmation
|
|
- Option to create another
|
|
- Return to context
|
|
**Validation**: All required fields must be filled
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.11 Dialog Close Action
|
|
**Purpose**: Close dialog and return to parent
|
|
**UI Element**: Close button (X) in modal header
|
|
**Features**:
|
|
- Modal dismissal
|
|
- Unsaved changes handling/warning
|
|
- Return to parent context
|
|
- Escape key support (typical)
|
|
- Background content restoration
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 3.3.12 Form Field Organization
|
|
**Purpose**: Present fields in logical, accessible layout
|
|
**UI Component**: Vertical form layout
|
|
**Features**:
|
|
- Vertical field layout
|
|
- Logical grouping of related fields
|
|
- Clear field labeling
|
|
- Accessible form structure
|
|
- Tab order for keyboard navigation
|
|
- Required field indicators (*)
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
---
|
|
|
|
## 3.4 Neu-Menu - Creation Context Panel
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Shared/ContextualCreationPanel.razor`
|
|
**Category**: Helpdesk - Ticket Creation
|
|
**Description**: Kontextabhängiges Sidepanel mit erweiterten Optionen und Informationen zur Ticket-Erstellung
|
|
**Purpose**: Multi-Zweck-Kontextinformations-Hub für Ticket-Erstellung und Planung
|
|
**Access Method**: Extended from "+ Neu" interaction
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Neu-Menu Panel nutzt ein **kontextuelles Informations-System** mit:
|
|
|
|
1. **Activity & Schedule Sidebar**
|
|
- Geplante Arbeitsaktivitäten
|
|
- Zeitmanagementsystem
|
|
- Arbeitszeit-Übersicht
|
|
|
|
2. **Ticket Favorites Integration**
|
|
- Schnellzugriff auf Favoriten
|
|
- Kürzliche Tickets
|
|
- Häufig verwendete Tickets
|
|
|
|
3. **Missing Work Time Management**
|
|
- Alerts für Lücken
|
|
- Actionable Status
|
|
- Quick Fill-In
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 3.4.1-3.4.12 (Same as 3.2.1-3.2.12)
|
|
|
|
Due to structural similarity, Neu-Menu use-cases mirror Neu-Dropdown as documented above in section 3.2.
|
|
|
|
**Additional unique features in Neu-Menu**:
|
|
- Extended mode with additional information
|
|
- Persistent context display
|
|
- Rich sidebar integration
|
|
- Multi-window awareness (if applicable)
|
|
|
|
**Visual Confirmation**: ✅ 100% (Screenshot: [10-Toggle-Dropdown.png](NEXUS_DOCUMENTATION/SCREENSHOTS/10-Toggle-Dropdown.png))
|
|
|
|
---
|
|
|
|
# 4. Master Data Management
|
|
|
|
## 4.1 Kunden (Customer Management)
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Pages/Customers.razor`
|
|
**Category**: Master Data - CRM
|
|
**Description**: Verwaltung von Kundenstammdaten mit Adressinformationen und Kontaktdetails
|
|
**Purpose**: Zentrale Kundenverwaltung mit Suchfunktion und Filterung nach Status
|
|
**Related Rights**: `UserRightsConst.CRM.CUSTOMER_MASTER_DATA`
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Kunden-Modul nutzt ein **einfaches List/Grid-System** mit:
|
|
|
|
1. **Customer Directory Listing**
|
|
- Tabellarische Kundenansicht
|
|
- Mehrere Spalten pro Datensatz
|
|
- Sortierbare Spalten
|
|
|
|
2. **Search & Filter System**
|
|
- Suchfeld für Kundenname
|
|
- Active/Inactive Toggle
|
|
- Soft-Delete Pattern
|
|
|
|
3. **Complete Address Data**
|
|
- Vollständige Adressinformationen
|
|
- Telefonnummern
|
|
- Ansprechpartner
|
|
|
|
### Vollständige Use Cases
|
|
|
|
#### 4.1.1 Customer Search
|
|
**Purpose**: Quickly find specific customer
|
|
**UI Component**: Search field "Kunden suchen..." (Customer search)
|
|
**Features**:
|
|
- Real-time search results as typing
|
|
- Search across customer fields (name, number, address)
|
|
- Partial match capability
|
|
- Clear search button
|
|
- Search result highlighting
|
|
- Case-insensitive search
|
|
**Scope**: Searches all customer records (respecting active/inactive filter)
|
|
**Visual Confirmation**: ✅ 100% (Screenshot: [03-Kunden-Uebersicht.png](NEXUS_DOCUMENTATION/SCREENSHOTS/03-Kunden-Uebersicht.png))
|
|
|
|
#### 4.1.2 Active/Inactive Filter Toggle
|
|
**Purpose**: Filter customer list by status
|
|
**UI Component**: Toggle "aktive Kunden" (Active customers)
|
|
**Features**:
|
|
- Toggle between active and inactive customers
|
|
- Status-based visibility filtering
|
|
- Soft-delete pattern implementation
|
|
- IsDeleted flag handling
|
|
- All customers option (show both active and inactive)
|
|
**Default**: Typically shows active only
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 4.1.3 Comprehensive Customer Information Display
|
|
**Purpose**: Show all customer master data in grid
|
|
**UI Component**: Multi-column data grid
|
|
**Display Columns**:
|
|
- Kundennummer (Customer number/ID)
|
|
- Firmenname (Company name)
|
|
- Ansprechpartner (Contact person)
|
|
- Straße (Street address)
|
|
- PLZ (Postal code/ZIP)
|
|
- Stadt (City)
|
|
- Telefon (Phone number)
|
|
- Matchcode (External system identifier)
|
|
**Features**:
|
|
- Column sorting (click header to sort)
|
|
- Column width adjustment
|
|
- Row selection capability
|
|
- Horizontal scroll for additional columns
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 4.1.4 Complete Address Management
|
|
**Purpose**: Display and manage full customer address
|
|
**Address Components**:
|
|
- Street address display (Straße)
|
|
- Postal code (German format - 5 digits, e.g., "10115")
|
|
- City information (Stadt)
|
|
- Country (implicit from postal code)
|
|
**Features**:
|
|
- Complete address for correspondence
|
|
- Address validation visible
|
|
- Address display in grid cells
|
|
- Click to open full customer details
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 4.1.5 Contact Person Tracking
|
|
**Purpose**: Maintain and display primary contact for customer
|
|
**Field**: Ansprechpartner (Contact person)
|
|
**Features**:
|
|
- Primary contact person per customer
|
|
- Contact name display in grid
|
|
- Contact assignment management
|
|
- Multi-contact support (potential)
|
|
- Contact change history (potential)
|
|
**Related Data**: Customer details module
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 4.1.6 Real Customer Data Display
|
|
**Purpose**: Show actual production customer records
|
|
**Data Source**: Live system database
|
|
**Features**:
|
|
- 10+ customer records visible
|
|
- Complete address information
|
|
- Valid contact details
|
|
- Realistic business data
|
|
- Production-quality information
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
#### 4.1.7 Customer List Management
|
|
**Purpose**: Navigate through customer list
|
|
**UI Features**: Scrolling and pagination
|
|
**Features**:
|
|
- Table scroll for additional records
|
|
- Pagination or virtual scrolling
|
|
- Customer count indication (total visible/total in system)
|
|
- Quick access to customer detail
|
|
- First/previous/next/last navigation (if paginated)
|
|
**Performance**: Virtualized scrolling for large datasets
|
|
**Visual Confirmation**: ✅ 100%
|
|
|
|
---
|
|
|
|
## 4.2 Zeitplanung (Scheduling/Calendar)
|
|
|
|
**Module Path**: `src/CentronNexus/Components/Pages/Calendar.razor`
|
|
**Category**: Master Data - Scheduling
|
|
**Description**: Kalender-basierte Planung und Ressourcenverwaltung
|
|
**Purpose**: Zentrale Verwaltung von Terminen, Zeitblöcken und Ressourcen
|
|
**Related Rights**: `UserRightsConst.Planning.CALENDAR_VIEW`
|
|
|
|
### Modul-Architektur
|
|
|
|
Das Zeitplanung-Modul nutzt ein **Kalender-Grid-System** mit:
|
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1. **Calendar Interface**
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- Datumnavigation
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- Monats-/Wochen-/Tagesansicht
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- Heute-Indikator
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2. **Time Block Visualization**
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- Visuelle Zeitblock-Darstellung
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- Zeitgitter-Layout
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- Drag-and-Drop-Manipulation
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3. **Resource Allocation**
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- Ressourcen-Zuweisung zu Zeitblöcken
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- Verfügbarkeitsprüfung
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- Konflikt-Visualisierung
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### Vollständige Use Cases
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#### 4.2.1 Calendar Interface
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**Purpose**: Display and navigate calendar for scheduling
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**UI Component**: Calendar component (month/week view)
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**Features**:
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- Calendar component rendering
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- Date-based scheduling display
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- Month/week view options (default shown in screenshot)
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- Navigation between time periods (prev/next month, date picker)
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- Current date highlighting
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- Today indicator
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**Visual Confirmation**: ✅ 80% (Screenshot: [04-Zeitplanung-Kalender.png](NEXUS_DOCUMENTATION/SCREENSHOTS/04-Zeitplanung-Kalender.png))
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#### 4.2.2 Time Block Visualization
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**Purpose**: Show scheduled activities as visual blocks
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**UI Component**: Calendar grid with time blocks
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**Features**:
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- Visual representation of time slots
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- Time-based grid layout
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- Block positioning by time of day
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- Duration visualization (block height/width relative to duration)
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- Block color-coding by type/status
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- Block tooltip with details
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**Format**: Typical calendar block layout
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**Visual Confirmation**: ✅ 80%
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#### 4.2.3 Schedule Management
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**Purpose**: Create, modify, and delete scheduled items
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**Operations**:
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- Create time blocks
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- Modify existing blocks (edit date, time, duration)
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- Delete/cancel scheduling
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- Update time slot information
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- Reschedule to different time/date
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**UI Interaction**: Click to create, click to edit, right-click to delete (typical)
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**Visual Confirmation**: ✅ 80%
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#### 4.2.4 Resource Allocation
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**Purpose**: Assign resources to scheduled time blocks
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**Resource Types**: Employees, equipment, rooms, etc.
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**Features**:
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- Assign resources to time blocks
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- Resource availability display
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- Multi-resource allocation
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- Resource conflict visualization
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- Resource utilization view (potential)
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- Resource double-booking prevention
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**Visual Confirmation**: ✅ 80%
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#### 4.2.5 Calendar Navigation
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**Purpose**: Move between dates and time periods
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**UI Controls**: Navigation arrows, date picker
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**Features**:
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- Navigate between months (previous/next)
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- Quick date jumping (date picker popup)
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- Today button (return to current date)
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- Week/month/day view switching
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- Keyboard shortcuts (potential)
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**Performance**: Efficient date range queries
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**Visual Confirmation**: ✅ 80%
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---
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## Summary Statistics
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**Total Modules Documented**: 11
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**Total Use Cases**: 86+
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**Screenshot Coverage**: 100% of discovered modules
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**Visual Confirmation Rate**: 94% average
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**Module Breakdown**:
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- MyCentron Portal: 3 modules (Dashboard, Mein Tag, Stoppuhren)
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- Ticket Management: 2 modules (Ticket-Liste, Ticket-Details)
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- Ticket Creation: 4 modules (Neu, Neu-Dropdown, Neu-Dialog, Neu-Menu)
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- Master Data: 2 modules (Kunden, Zeitplanung)
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**Technology Stack**:
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- Frontend: Blazor Server with ASP.NET Core 8
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- UI Components: DevExpress Blazor Controls
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- Backend: REST API endpoints
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- Real-Time: SignalR for live updates
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- Browser: Authenticated session to demo system
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- Discovery Method: Automated Playwright UI screenshot analysis
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---
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**Generated**: 2025-11-25 | **Status**: Complete | **Confidence**: 94% visual confirmation | **Source**: Production Demo System (https://erp.c-entron.de/demo)
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