General scheduling application
Diagram
Schema notes
- groupings
-
- a group of schedules that can be displayed together
- name
- self-explanatory
- groupings_schedules
- grouping_id
- schedule_id
- schedules
-
- for grouping related shifts
- name
- self-explanatory
- eligibility_type
- Who can fill shifts on this schedule? Either a LIMITED list of people, or ANY person
- shift_type
- Can the shift be split up into chunks? Either RIGID (one person per shift), or SPLITTABLE (multiple people with non-overlapping, consecutive times can fill this shift)
- schedules_people
-
- if the schedule eligibility type indicates that a limited list of people can takes shifts, then a record linking the person to the schedule needs to be here in order for the person to be appear in the selection widget
- schedule_id
- person_id
- people ???
-
- person specific information could go here -- i.e. first person date, status, reliability index, etc.
- if there's no specific person info to track, we could just use the contacts table from the main database.
- contact_id
- name
- until hooked up to main app when name will come from contacts table
- jobs
-
- job to be performed during the shift
- name
- self-explanatory
- schedule_id
- default_shifts
-
- representing a shift or shifts on an "ideal" schedule with no actual date yet attached
- effective_date
- first date this shift can appear on an actual schedule
- ineffective_date
- last date this shift can appear on an actual schedule
- day_of_week
- day of week, 0-6 = sun-sat
- start_time
- end_time
- slot_count
- 1-N for use in producing multiple shifts, default = 1
- job_id
- schedule_id
- ALSO, fields needed for frequency tracking
- frequency_type
- daily, weekly, monthly, yearly
- repeat_every
- applies only to weekly, monthly, yearly
- weekly_sunday
- boolean, applies only to weekly
- weekly_monday
- boolean, applies only to weekly
- weekly_tuesday
- boolean, applies only to weekly
- weekly_wednesday
- boolean, applies only to weekly
- weekly_thursday
- boolean, applies only to weekly
- weekly_friday
- boolean, applies only to weekly
- weekly_saturday
- boolean, applies only to weekly
- monthly_subtype
- day of month OR week of month
- day_of_month
- integer 1-31. if >28 and no such day in a given month, then make it last day of month
- applies only to monthly -> day of month
- monthly_weekday
- applies only to monthly -> week of month
- monthly_first
- applies only to monthly -> week of month
- monthly_second
- applies only to monthly -> week of month
- monthly_third
- applies only to monthly -> week of month
- monthly_fourth
- applies only to monthly -> week of month
- monthly_fifth
- applies only to monthly -> week of month
- monthly_last
- applies only to monthly -> week of month
- default_assignments
-
- list of people who will be assigned to shifts when they are generated
- starts_at
- start date and time of shift on shift date
- ends_at
- end date and time of shift on shift date
- default_shift_id
- person_id
- shifts
-
- representing a single shift on an actual schedule with a defined date
- default_shift_id
- job_id
- assignments
-
- representing the filled part of an shift -- that is, someone has signed up for that shift
- starts_at
- start date and time of shift on shift date
- ends_at
- end date and time of shift on shift date
- shift_id
- person_id
- attendance
-
- for tracking who actually shows up for shifts and who does not, etc.
- assignment_id
- person_id
- status
- NO CALL NO SHOW, CANCELED, TARDY, and ARRIVED would be useful statuses
- resources
-
- usually the room where a class or meeting takes place, but also things needed for exclusive use of the shift (like the truck or a projector)
- name
- default_shifts_resources
-
- if the the default shift needs a resource (i.e. the classroom or the truck), then a record linking the two should be here
- resource_id
- default_shift_id
- shifts_resources
-
- if the the shift needs a resource (i.e. the classroom or the truck), then a record linking the two should be here
- resource_id
- shift_id
Sample data values
- groupings
- name = "Adoption View"
- name = "Prebuild View"
- name = "Volunteer Interns"
- name = "Adoption Classes"
- schedules
- type = "limited", name = "Adoption Teachers"
- type = "all", name = "Adoption Class Students"
- type = "limited", name = "Prebuild Interns"
- type = "limited", name = "Front Desk Interns"
- type = "all", name = "Prebuild"
- groupings_schedules
- grouping = "Adoption View", schedule = "Adoption Teachers"
- grouping = "Adoption View", schedule = "Adoption Class Students"
- grouping = "Prebuild View", schedule = "Prebuild Interns"
- grouping = "Prebuild View", schedule = "Prebuild"
- grouping = "Volunteer Interns", schedule = "Adoption Teachers"
- grouping = "Volunteer Interns", schedule = "Prebuild Interns"
- grouping = "Volunteer Interns", schedule = "Front Desk Interns"
- schedules_people
- schedule = "Adoption Teachers" person = "Joe"
- schedule = "Adoption Teachers" person = "Mary"
- schedule = "Prebuild Interns" person = "Fred"
- schedule = "Prebuild Interns" person = "Poindexter"
- schedule = "Front Desk Interns" person = "Flip"
- schedule = "Front Desk Interns" person = "Bozo"
- people
- name = "Joe"
- name = "Mary"
- name = "Fred"
- name = "Poindexter"
- name = "Flip"
- name = "Bozo"
- default_shifts
- SAMPLE RECORD A
- effective_date = 2009-08-01
- ineffective_date = NULL (never)
- day_of_week = 2 (Tuesday)
- start_time = 11:30
- end_time = 15:30
- slot_count = 7
- job => "System Evaluation"
- person_id = NULL
- schedule => "Prebuild"
- default_assignments
- starts_at
- ends_at
- default_shift => SAMPLE RECORD A
- person => "Pointdexter"
- shifts
- SAMPLE RECORD B
- default_shift => SAMPLE RECORD A
- job => System Evaluation
- SAMPLE RECORD C
- default_shift => SAMPLE RECORD A
- job => System Evaluation
- person => "Pointdexter"
- assignments
- SAMPLE RECORD D
- shift => SAMPLE RECORD B
- starts_at = 11:30
- ends_at = 15:00 (person needs to leave early)
- person => Doogie (Doogie doesn't have a schedules_people record, but does exist in the people table)
- SAMPLE RECORD E
- shift => SAMPLE RECORD C
- starts_at = 12:00 (person arrives late)
- ends_at = 15:30
- person => Pointdexter (this was assigned when the shift was generated, because Pointdexter has a matching record in default_assignments table)
- attendance
- assignment => SAMPLE RECORD D
- person => Doogie
- status = TARDY
- assignment => SAMPLE RECORD D
- person => Poindexter
- status = ARRIVED
- resources
- name = Truck
- name = Classroom
- default_shifts_resources
- resource => Truck
- default_shift => a regularly occurring offsite donations shift
- resource => Classroom
- default_shift => a regularly occurring adoption class
- shifts_resources
- resource => Truck
- shift => a specific adoption class
Functionality
- Basic create, retrieve, update, destroy for each table (CRUD)
- Generate shifts
- select begin and end date
- loop through dates, checking for day of week
- find default shifts that fit
- for X = 1 to slot_count, generate an shift
- display schedules
- display schedule groupings
- select from list of defined schedules or groupings of schedules
- select start and end dates
- find all shifts that match
- display in a manner similar to current schedule, with links for filling shifts, editing shifts, etc.
- fill shifts
- copy shifts
- edit shifts
- take attendance
- when person checks in at front desk, staff person can set a status by selecting an option for that assignment
- this inserts a record into the attendance table and sets the status
Milestone One
Be able to track the build schedules (build and prebuild). This requires:
- all the basic CRUD
- generate shifts
- support for Weekly recurring shifts
- support for multiple slots
- support for default people in shifts (this could slip to next milestone if needed)
- grouping multiple schedules into one
- display schedules
- display schedule groupings
- copy shifts
- edit shifts
- make assignments
Milestone Two
Be able to track adoption schedules
- support for splitting shifts up
Milestone Three
Be able to track staff schedules.
- support for Monthly and Yearly recurring shifts
Milestone Four
Other stuff.
- take attendance
- assign resources to shifts