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34 changes: 34 additions & 0 deletions docs/Generate_Reports.md
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# 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.
34 changes: 34 additions & 0 deletions docs/Handle_Support.md
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# 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.
34 changes: 34 additions & 0 deletions docs/View_Audit_Logs.md
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# 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.
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