85a935f3a5
- Enhanced Date/Time Handling with null/sentinel date logic (1900-01-01) - Added 'See Notes' display for sentinel dates with related note fields - Documented date entry normalization and validation rules - Added Boolean Field Handling guidelines - Added Calculated Fields documentation (Active, Due_Date_Counter) - Added Due_Date_ASAP field specification for urgent job tracking - Added Pending Schema Updates section - Version bump to 1.0.0-alpha2
132 lines
5.4 KiB
Plaintext
132 lines
5.4 KiB
Plaintext
# Project Rules for AI Assistants
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This file contains project-specific guidance for AI assistants working on the Job-List application.
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## Field Handling Guidelines
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### Date/Time Handling
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**Storage Format (PocketBase Database):**
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- All date/time fields must be stored as **ISO 8601 UTC format**
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- Example: `2025-12-21T18:30:00.000Z`
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- **Null dates**: Use sentinel value `1900-01-01T00:00:00.000Z` to represent null/empty dates
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**Display Format (Frontend/UI):**
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- Timezone: **US Central Standard Time (CST/CDT)**
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- Time: **12-hour format** with am/pm (e.g., `6:30 pm`)
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- Date: **Short US format** MM/dd/yyyy (e.g., `12/21/2025`)
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**Null/Empty Date Display:**
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- Sentinel date (1900-01-01) with **no related note field** → display as **empty/blank** field
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- Sentinel date (1900-01-01) with **related note field populated** → display **"See Notes"**
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- Example: If `Due_Date` is sentinel and `Due_Date_Notes` has content, show "See Notes"
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- Empty frontend field → store as sentinel date (1900-01-01) in PocketBase
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**Date Entry and Normalization:**
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- Dates can be entered via **datepicker** (preferred) or **manual text entry**
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- Manual entries must be normalized to full MM/dd/yyyy format:
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- `1/1` → `01/01/2026` (add year based on logical context)
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- `12/1` → `12/01/2025` (use current year if month hasn't passed)
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- **Confirmation required** for manual entries: Show prompt "Did you mean MM/dd/yyyy?" before saving
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- **Reject invalid dates** with error message explaining:
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- Invalid format or date that doesn't fit normalization logic
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- Suggest using related note field for explanations (e.g., `Due_Date_Notes` for `Due_Date`)
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- **Validation**: Only allow valid dates OR completely empty - no partial/invalid entries
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**Conversion Rules (Bidirectional):**
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- **Frontend → Backend**: Convert user input from CST → ISO UTC before saving to PocketBase
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- **Backend → Frontend**: Convert PocketBase UTC data → CST for display (or "See Notes" for sentinel with notes)
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- **Updates**: Any date/time change from either frontend or backend must trigger conversion and sync to maintain consistency across the application
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### Boolean Field Handling
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**Storage Format (PocketBase Database):**
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- Stored as boolean values: `true` or `false`
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- `null` values must be converted to `false`
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**Display Format (Frontend/UI):**
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- Rendered as checkboxes
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- Checked = `true`
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- Unchecked = `false`
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**Conversion Rules (Bidirectional):**
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- **Frontend → Backend**: Checkbox state (checked/unchecked) → boolean (`true`/`false`) → stored in PocketBase
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- **Backend → Frontend**: PocketBase boolean value → checkbox state (checked/unchecked)
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- **Updates**: Any change to checkbox state or boolean value must sync bidirectionally to maintain consistency
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### Calculated Fields
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#### Active Field (Boolean - Read-Only)
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**Trigger:**
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- Automatically calculated when `Job_Status` field changes on the frontend
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**Calculation Logic:**
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- `Active` = `true` if `Job_Status` equals any of:
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- "Estimating"
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- "Est Sent"
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- "Est Hold"
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- "Follow Up"
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- "Awarded"
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- "In Progress"
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- "Billed In Progress"
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- `Active` = `false` for all other `Job_Status` values
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**Frontend Behavior:**
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- Display as **read-only** (checkbox or indicator)
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- Automatically recalculate whenever `Job_Status` changes
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- Sync calculated value to PocketBase after update
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#### Due_Date_Counter Field (Text - Read-Only)
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**Trigger:**
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- Automatically calculated when `Due_Date` or `Due_Date_ASAP` field changes on the frontend
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- Does NOT recalculate on `Job_Status` changes
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**Calculation Logic:**
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1. If `Job_Status` ≠ "Estimating" → **"N/A"**
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2. If `Due_Date_ASAP` = true → **"ASAP"**
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3. If `Due_Date` is blank/sentinel (1900-01-01) → **blank/empty**
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4. If `Due_Date` < Today → **"Passed due"**
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5. If `Due_Date` = Today → **"Due today"**
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6. Else → Calculate days remaining: **"[X] day"** (singular) or **"[X] days"** (plural)
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**Frontend Behavior:**
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- Display as **read-only text field**
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- Automatically recalculate whenever `Due_Date` or `Due_Date_ASAP` changes
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- Sync calculated value to PocketBase after update
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#### Due_Date_ASAP Field (Boolean)
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**Purpose:**
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- Mark jobs as urgent/ASAP with timestamp tracking
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**Behavior When Checked:**
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- System automatically sets `Due_Date` to **TODAY's date** (system-generated timestamp)
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- `Due_Date` field displays **"ASAP"**
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- `Due_Date_Counter` displays **"ASAP"**
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- Enables tracking: Days since ASAP was marked using the captured date
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**Behavior When Unchecked:**
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- `Due_Date` reverts to blank/sentinel (1900-01-01) or allows manual date entry
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- Normal date display and counter calculation resume
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**Design Rationale:**
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- **ASAP scenario**: Captures specific timestamp for urgent items requiring immediate attention
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- **Blank/No Due Date scenario**: Uses sentinel (1900-01-01) + `created_date` for flexible/TBD timing
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- Key difference: ASAP provides explicit urgency tracking vs. general aging for non-urgent items
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## Pending Schema Updates
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**Fields to Add:**
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- `Due_Date_Notes` (text field) - Explanatory notes for Due_Date
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- `Start_Date_Notes` (text field) - Explanatory notes for Start_Date
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- `Due_Date_ASAP` (boolean) - Flag for marking jobs as urgent/ASAP with timestamp tracking
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**Action Items:**
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- Review current schema against planned fields
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- Identify any other date fields that need corresponding note fields
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- Implement field additions in PocketBase
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- Update frontend forms and display logic
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- Update Due_Date_Counter calculation logic to incorporate Due_Date_ASAP field
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