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Customer Portal - #195

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suther opened this issue Sep 25, 2024 · 2 comments
Open

Customer Portal - #195

suther opened this issue Sep 25, 2024 · 2 comments
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customer portal Customer Portal plugin feature request New feature or request

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@suther
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suther commented Sep 25, 2024

In Customer Portal you see the Card for "Time-Budget".
This card is currently not connected to the selected Month.

image

How it should work: If I switch to another month, the time-budget for this month should be shown ... and how much of this time-budget was exhausted.

Example:

  • September has an total of tracked times of 58:34
  • August has an total of tracked times of 40:00

If I switch to August, the time-budget should show: 40:00 of 150:00 used.

Currently this card never switch it content.

PS: If it's not possible to implement this, then at least the wording should be changed a bit for this card - to prevent confusion. Maybe something like Statistik für <currentMonth>

Only nice to have, not so important

I don't know if you save a history of Time-Budget per Project. As this Time-Budget may change from time to time... it would make sense to also show the time-budget that this month had before.

Example:
Let's say Time-Budget in August was 100:00 and now up from September it increased to 150:00
Depending on above example, the Time-Budget Card should show:

  • 40:00 of 100:00 for August, and
  • 58:34 of 150:00 in September
@kevinpapst
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kevinpapst commented Sep 25, 2024

It works as expected (showing the current status of the budget), but it seems you expect something different.

There is a chart in the Project details report, which shows the budget state over the period of the projects lifetime.
I guess you want something like that?

Bildschirmfoto 2024-09-25 um 21 28 35

Maybe the entire page should be restructured and display two two tabs:

  • Totals
  • Monthly view (which could also display what you referred to as "the time-budget for this month")

???

There is no budget-history in Kimai, so its impossible to display this kind of information.

@suther
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suther commented Sep 26, 2024

Ok, I see, you are right!
It might be the thing, that I was expecting it, as the Date-Chooser is at the very top.
To prevent confusion, you may put the date-chooser right above the section that really depends on the date... means right above the "detail view" ?!? (Just an Idea)
image

Otherwise I like the structure of this page without tabs.

If no budget-history information is saved about previous budged changes, it will be impossible to display "the time-budget for this month" in a meaningful way - or do you mean something else with it (?), as you note it for the 2nd Tab in monthly view.

You just could show how many hours where worked in this month, but not what the budget-goal was. But this information already exist as "total sum" at the very bottom of the details-table and would have no additional worth for the customer (in my opinion).

Only thing that is do missing at this page is to let the customer make "simple analyses", like to filter the detail-entries by User.
For example in Projects where you have Junior and Senior Developers, Customers often want to check how much hours in total all senior-devs had, and how much hours junior-devs had work at a month.

@kevinpapst kevinpapst added feature request New feature or request customer portal Customer Portal plugin labels Sep 30, 2024
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