diff --git a/docs/Generate_Reports.md b/docs/Generate_Reports.md new file mode 100644 index 00000000..48c63fcd --- /dev/null +++ b/docs/Generate_Reports.md @@ -0,0 +1,34 @@ +# Generate reports + +## Acceptance criteria + +- Create custom reports with selectable data fields and filters. +- Support scheduled reports delivered automatically on a configurable cadence. +- Export reports in multiple formats such as PDF, CSV, and Excel. +- Allow sharing reports with users or teams via links or email. + +## Implementation details + +### Report builder + +- Offer a report builder UI for selecting data sources, columns, filters, and sort order. +- Allow users to save custom report templates for reuse. +- Provide preview mode so users can validate report content before exporting. + +### Scheduled reports + +- Enable users to schedule reports daily, weekly, or monthly. +- Store schedule settings, recipient lists, and last run status. +- Send scheduled report outputs to configured email recipients or shared workspace locations. + +### Export formats + +- Support exports in PDF with formatted layouts, CSV for spreadsheet import, and Excel for richer data interaction. +- Include report metadata in exports, such as title, filters applied, and generation timestamp. +- Ensure CSV and Excel exports preserve column names and values cleanly. + +### Sharing + +- Provide shareable links for saved report templates and generated report snapshots. +- Allow sharing with specific users or teams, controlling view/download permissions. +- Include email sharing and notification options for one-off reports. diff --git a/docs/Handle_Support.md b/docs/Handle_Support.md new file mode 100644 index 00000000..cca57c6a --- /dev/null +++ b/docs/Handle_Support.md @@ -0,0 +1,34 @@ +# Handle support + +## Acceptance criteria + +- Create support tickets from user issues or internal reports. +- Assign agents to tickets and update ownership. +- Track ticket status through open, in progress, and resolved states. +- Resolve tickets with a summary of actions taken and closure notes. + +## Implementation details + +### Ticket creation + +- Allow ticket creation from a support inbox, user-reported issue form, or internal incident report. +- Require key ticket fields such as title, description, priority, category, and requester. +- Capture related user, account, property, or transaction context for faster resolution. + +### Assignment and ownership + +- Support assigning tickets to one or more agents or teams. +- Track assignment history and enable reassignments as workload changes. +- Notify assigned agents when a ticket is created or transferred. + +### Status tracking + +- Maintain ticket status values: Open, In Progress, Pending, Resolved, and Closed. +- Display status changes in the ticket timeline with timestamps and responsible agent. +- Allow agents to update status and add internal notes, public replies, and resolution details. + +### Resolution workflow + +- Require a resolution summary and closure notes before closing a ticket. +- Log the full action history, including agent updates, customer responses, and attachments. +- Provide reporting metrics such as ticket resolution time, open ticket count, and backlog by category. diff --git a/docs/View_Audit_Logs.md b/docs/View_Audit_Logs.md new file mode 100644 index 00000000..ed348d0c --- /dev/null +++ b/docs/View_Audit_Logs.md @@ -0,0 +1,34 @@ +# View audit logs + +## Acceptance criteria + +- Filter logs by date range, user, action type, and resource. +- Search logs using keywords, IDs, or related metadata. +- Export selected logs to CSV or JSON. +- Include user actions and event details in the log view. + +## Implementation details + +### Data model + +- Store audit events with fields such as timestamp, userId, username, action, resourceType, resourceId, ipAddress, metadata, and description. +- Ensure events are immutable and indexed for efficient filtering by timestamp, user, and action. + +### Filter and search + +- Provide UI controls for selecting a date range, user, action type, and affected resource. +- Support free-text search across event descriptions, resource IDs, and metadata. +- Combine filters with search terms to narrow results. +- Implement server-side filtering and pagination for large log sets. + +### Export + +- Allow users to select one or more log entries or export the current filtered result set. +- Export selected logs in CSV with headers and JSON with structured event payloads. +- Include a clear filename and export timestamp in the download file. + +### User action details + +- Display a row or card for each audit event showing timestamp, user, action, resource, and summary. +- Expand each entry to reveal full metadata, IP address, request path, and any related notes. +- Highlight critical actions such as authentication changes, permission updates, and data exports.