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CheckHours - Conditional Notes Workflow
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Behavior Overview
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Notes are **prompted only when hours are adjusted** but are **never required**.
The technician can always skip adding notes.
Workflow Steps
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1. Clipboard 1 (Handbook)
- Technician reviews handbook content
- Must scroll to bottom to enable "Next" button
- Clicks "Next" to proceed
2. Clipboard 2 (Checklist)
- Technician reviews pre-work checklist
- Must scroll to bottom to enable "Next" button
- Clicks "Next" to proceed
3. Adjust Hours UI
- Slider appears automatically set to minimum (1.0x multiplier)
- Technician can adjust hours or leave at minimum
- Action bar shows at bottom
4. Conditional Notes Prompt
If hours were adjusted:
- Action bar displays "Add Notes"
- Clicking opens Clipboard 3 with heading "Why were the hours changed"
- Textarea is available for notes
- "Next" button is immediately enabled (no scrolling required)
- Notes are optional - technician can skip by clicking "Next"
- If notes are typed, they're saved; if empty, nothing is saved
If hours were NOT adjusted:
- Action bar displays "Add Job"
- Clicking saves job and navigates to dashboard (no notes prompt)
Key Design Principles
---------------------
- Notes are prompted as context for hour adjustments
- Notes are never mandatory - technician can skip
- Workflow respects technician's time and judgment
Implementation Details
----------------------
File: src/views/CheckHours.vue
Key variables:
- initialExtraTime (ref): Tracks the starting value (1.0 = minimum hours)
- hoursWereAdjusted (computed): Detects if technician adjusted from initial value
- actionBarText (computed): Shows "Add Notes" or "Add Job" based on adjustment
- clipboardTitle (computed): Step 3 shows "Why were the hours changed"
Key functions:
- handleGotIt(): Advances through clipboards 1-2, then shows slider
- handleActionBarClick(): Conditionally shows notes or completes job
- Lines 420-429: Notes only saved if text is provided (trim() !== "")
- Line 592: Notes button immediately enabled (hasScrolledToBottom = true)
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PROMPT HISTORY (Oldest First)
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1. hola. on the /dashboard screen, instead of the 4 clocks we are showing, I want only 3: current time, estimated time (total of all selected jobs estimates once menus are presented, before menus are presented it's 45 min est for diagnosis), and elapsed time, they should be in 3 cols in a single row on ipads
2. great! now I would like to create a small progress bar component that will go in the dashboard alongside the clocks. now, keeping the 3 cols, in the row above clocks, can we put a small progress bar (using whatever ionic components are more sensible) in each col?
3. cab we make the bars thicker/taller?
4. excellent! now please show all 3 bars at 100% and fill the bars with a gradient, starting with the secondary value on the left and fading to the primary color value on the right
5. perfect, now let's make the progress bars tall enough that we could put numbers inside the same size as the clock font
6. using the same font as the labels 'current time', 'estimated time', etc, can we add labels to the 3 bars: menus shown, Rise, Close Rate
7. in the center of each bar, can we place a black badge with numbers inside the same size as the clock font, put the number 99 in all of them to start
8. cool! now instead of the numbers inside the bar, let's show number, then bar, then label for each col
9. Perfect! and let's make the bars the exact same height as the font
10. I woudl liek to create an 'info' popup like on the search page...
11. great, and please use all of the same styling as the search info modal
12. now I would like the progress bars showing real numbers...
13. now let's say that of 4 menus, they chose above the lowest tier 1 time
14. and on 2 jobs we've sold 4 optins, so the close rate is 100%
15. for close rate, let's show the actual percentage for the number display, like 100%
16. beautiful, thank you. Now, switching to /search, I would like to create a new 'search bar' component...
17. now under the heading, let's show the top 15 tags, in pills, but they shoudl be about 2x as large as the ones displayed in the old search area, and let's keep the black background
18. and other the tags, lets put matching text input for the text search
19. can we give the search bar a gray outline?
20. please add a gray outline to the new search text input inside the new search bar component
21. I do not see the border
22. let's just copy the existing search bar into the component and use that
23. perfect, and add the 'undo' button after the clear button on the search input
24. and please show the search terms in the new tag area, similar to how they show up in the old tag area where we can click to remove them and they are blue
25. great, now we can remove the old search UI
26. excellent, and insetad of 'find your job' let's just say 'Search'
27. instead of the home icon, can we use stats-chart?
28. great, now on the dashboard page, can we replace 'ADd a job' button with teh new search componeont?
29. when I click a tag on the dashboard and then go to the search page, the relevant search results should show
30. looks great, but we lost the h1 tag at the top, along with the home and star icons, can we add those back?
31. excellent, and insetad of 'find your job' let's just say 'Search'
32. instead of the home icon, can we use stats-chart?
33. on search, when clicking the star icon, please open up a 'Bookmarks' modal that links to saved jobs, for now, let's select 5 random jobs as mock data for the saved jobs
34. great, now when displaying jobs, let's only show the first two lines of the description
35. can we add the bookmarks star to the dashboard?
36. great, but the star should be on the left side
37. on the dashboard, search results should automatically clear. if tags are selected on the dashboard, then those tags are also selected on the search page, but whenever the user navigates back to the dashboard, the search tags and text queries are reset.
38. I very much appreciate when you show the Flow and the Change Made
39. switching to the screen 'check hours', there is a multi-step workflow for the technician to configure the menu, which includes confirming that they are aware of the relevant information such the tech handbook content and the standard extra hours checklist. There is also a section for notes and a UI to adjust the hours. I would like for 'notes' to remain part of the 'clipboard' section, but I would like for it to be prompted to the user only in the case that they adjust hours, so after the 2nd clipboard, we show the adjust hours UI, and then if hours are adjusted, 'Add Job' in the action bar becomes 'Add Notes' and on the notes screen is the heading 'Why were the hours changed'.
40. I like that they are prompted to type notes, but are not forced to. Let's make sure to keep that behavior.
41. Do you have a file to write out that current behavior?
42. I mean for documentation of the desired behavior?
43. we are going to create a new documentation file called NOTES.txt, please place the CheckHours workflow documentation there
44. that's great! how much of my prompt history do you remember? please append to the file with my prompt history with oldest first
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CONVERSATION (Interleaved Prompts & Responses)
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PROMPT 45:
so we have some of my input and some of your input, I would like to continue
writing the conversation between us as documentation in the NOTES.txt file in
this way: I want to save your summaries, such as "Flow" or "Changes" (was a
summary of code, but sometimes you also create summaries of concepts, I would
like to save both). Please continue writing to that file based on our
conversation, starting with this prompt. Thank you!
RESPONSE 45:
Session Start: Verification of CheckHours Implementation
FLOW:
1. Technician completes Clipboard 1 (Handbook) → clicks "Next"
2. Technician completes Clipboard 2 (Checklist) → clicks "Next"
3. Adjust Hours UI appears with slider (auto-set to minimum: 1.0x multiplier)
4. Two possible paths:
- Hours adjusted: Action bar shows "Add Notes" → clicking opens Clipboard 3
with heading "Why were the hours changed"
- Hours NOT adjusted: Action bar shows "Add Job" → clicking saves job and
navigates to dashboard
CHANGES MADE (src/views/CheckHours.vue):
1. Hour adjustment tracking (lines 268, 322-325):
- Added initialExtraTime ref to track starting value at 1.0 (minimum hours)
- Added hoursWereAdjusted computed property that detects if technician
adjusted from initial value using small threshold (0.01) for floating
point comparison
2. Dynamic action bar text (lines 328-331):
- actionBarText computed property shows "Add Notes" when hours adjusted
- Shows "Add Job" when hours not adjusted
3. Dynamic clipboard title (lines 333-337):
- clipboardTitle computed property returns "Handbook" for step 1
- Returns "Checklist" for step 2
- Returns "Why were the hours changed" for step 3
4. Modified workflow (lines 397-430):
- handleGotIt stops at step 2, then shows slider and auto-sets extraTime
to 1.0
- After step 3 (notes), saves notes if provided and navigates to dashboard
5. Action bar click handler (lines 583-603):
- handleActionBarClick checks if hours were adjusted
- If adjusted: Shows notes clipboard (step 3) with button immediately enabled
- If not adjusted: Saves job and navigates to dashboard
- Notes are optional - only saved if notesText.trim() !== ""
KEY CONCEPT - Optional Notes Pattern:
The implementation uses a "prompted but not required" pattern for notes. When
notes are needed (hours adjusted), the UI prompts the user but doesn't force
input. This is achieved by:
- Immediately enabling the Next button (hasScrolledToBottom = true)
- Only saving notes if text is provided (trim check)
- Allowing empty submission to proceed to dashboard
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PROMPT 46:
I'd like to write a note -- you don't have to do anything with this information,
just write it out to the file so we can reference it later -- to remember later
to check out the math behind the numbers in the hierarchies of tags, meaning,
there is a scale from generic to specfic where a tag ranks (e.g. plumbing vs
toilet repair), and naively, it looks like there should be some correspondence
between the ratio of tags to categories on the scale (say there is a score,
genspec 1-5 where 1 is completely generic, then you may want more or less "1s"
on the scale in order to also distribute information gain in the most useful way
for the user looking for a job via tags. I'm not sure that correspondence exists,
but knowing the answer would radically change the method for authoring tags, so
we need to find out one way or the other.
RESPONSE 46:
Created new "RESEARCH NOTES / FUTURE INVESTIGATIONS" section below.
RESEARCH NOTE - Tag Hierarchy & Information Distribution
---------------------------------------------------------
NOTE FOR FUTURE INVESTIGATION:
Need to examine the mathematical relationship between tag specificity hierarchy
and optimal information distribution for user search.
PROBLEM STATEMENT:
Tags exist on a scale from generic to specific (e.g., "plumbing" vs "toilet
repair"). If we define a specificity score (genspec) ranging from 1-5 where:
- 1 = completely generic
- 5 = highly specific
HYPOTHESIS TO INVESTIGATE:
There may be an optimal ratio/distribution of tags at each specificity level
that maximizes information gain for users searching for jobs via tags. For
example, having too many level-1 (generic) tags might not provide enough
granularity, while having too many level-5 (specific) tags might fragment the
search space.
IMPACT:
Finding whether this correspondence exists would radically change the method
for authoring tags. If there's an optimal distribution, we should follow it
when creating new tags. If no such correspondence exists, tag authoring can
follow different principles.
QUESTIONS TO ANSWER:
1. Does an optimal ratio exist between specificity levels?
2. How does tag distribution at different levels affect information gain?
3. Should we maintain balance across specificity levels or concentrate tags
at certain levels?
4. What metrics should we use to measure "usefulness" of tag distribution
for search?
STATUS: Not yet investigated - documented for future research
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PROMPT 47:
that looks great, and I also want you to write my prompt first, followed by your
response
RESPONSE 47:
Updated NOTES.txt structure to include both user prompts and assistant responses
in the file. Added:
- Prompt #46 to the PROMPT HISTORY section
- Response to prompt #46 in CONVERSATION SUMMARIES section
- Prompt #47 to the PROMPT HISTORY section
Going forward, will maintain this pattern: each user prompt gets added to the
PROMPT HISTORY section, and each assistant response/summary gets added to the
CONVERSATION SUMMARIES section. This creates a complete conversational record
with both questions and answers documented.
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PROMPT 48:
That's a great solution, thank you. Let's switch to working on the job detail
screen. We can come back to really work on the UI later, but for now let's add
some components to get across the basic experience. Can you add a "?" info
button on the top right of the screen (as seen on the Dashboard screen, for
reference). And in the modal content, let's show the entire session store.
RESPONSE 48:
Added info button and session store modal to JobDetail screen.
CHANGES MADE (src/views/JobDetail.vue):
1. Template changes:
- Added title-icons-right div with helpCircleOutline icon (lines 12-14)
- Added IonModal component after action bar (lines 30-45)
- Modal displays session store as JSON using pre tag with formatting
2. Script changes:
- Imported modal components: IonModal, IonHeader, IonToolbar, IonTitle,
IonButtons, IonButton, IonContent (line 52)
- Imported helpCircleOutline icon (line 53)
- Added isInfoModalOpen ref for modal state (line 65)
- Added openInfoModal function (lines 80-82)
- Added closeInfoModal function (lines 84-86)
3. Style changes:
- Added .title-icons-right positioning (lines 215-222)
- Added icon size styling for right icons (lines 236-238)
- Added .info-content styles for modal (lines 340-353)
- Styled pre tag with light background, padding, and proper text wrapping
FLOW:
User clicks "?" icon → Modal opens → Displays entire session store as formatted
JSON → User clicks "Close" → Modal closes
KEY FEATURE:
Session store is displayed using sessionStore.$state which gives access to the
entire Pinia store state. JSON.stringify with null, 2 parameters provides
readable formatting with 2-space indentation.
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PROMPT 49:
That's great. And on the dashboard, I want to keep the mock up jobs for now, but
as soon as a job is actually added to the session, remove the mockups and replace
with the actual session (service call) jobs. If the mockups have hardcoded data
in the markup, then a first step should be to replace the markup data with
hardcoded session data. You can create a key in the sessin like
session.mockups.jobs
RESPONSE 49:
Replaced hardcoded mock jobs with session store data that switches between
mock and real jobs.
CHANGES MADE:
1. Session Store (src/stores/session.ts):
- Added mockups object to state (lines 70-106)
- mockups.jobs contains 3 JobRecord entries matching previous hardcoded data:
* "Drain Cleaning" - 2.5h
* "Water Heater Repair" - 4.0h
* "Faucet Installation" - 1.5h
- Used selectedPrice field to store hour values for mock data
2. Dashboard (src/views/Dashboard.vue):
- Added displayJobs computed property (lines 530-551)
- Returns mock jobs when sessionStore.jobs.length === 0
- Returns real jobs when session has actual jobs
- Maps job data to DashboardJob component props:
* title: from problem.name or job.title
* hours: formatted as "X.X h" (from baseHours * extraTime for real jobs)
* blinkFixHours: true for first mock job, or when real job has no extraTime
3. Template (src/views/Dashboard.vue):
- Replaced three hardcoded <DashboardJob> components with v-for loop
- Iterates over displayJobs computed property (lines 144-150)
- Binds all props dynamically from job data
FLOW:
1. Dashboard loads → checks if sessionStore.jobs.length === 0
2. If no jobs: displays 3 mock jobs from sessionStore.mockups.jobs
3. User adds job from JobDetail screen → job added to sessionStore.jobs
4. displayJobs computed property detects jobs.length > 0
5. Dashboard automatically switches to show real jobs instead of mocks
KEY CONCEPT - Mock-to-Real Data Transition:
The computed property pattern enables seamless UI transition from mock to real
data without manual state management. The component doesn't need to know whether
data is mock or real - it just renders whatever displayJobs returns.
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PROMPT 50:
I don't see my INPUT for prompts 48 and 49, only your response
RESPONSE 50:
You're absolutely right - I had added the responses to the CONVERSATION SUMMARIES
section but forgot to add prompts 48 and 49 to the PROMPT HISTORY section first.
I've now corrected this:
- Prompt 48 added to PROMPT HISTORY (line 162)
- Prompt 49 added to PROMPT HISTORY (line 164)
- Prompt 50 added to PROMPT HISTORY (line 166)
The correct pattern going forward:
1. First: Add user prompt to PROMPT HISTORY section (top of file)
2. Then: Add assistant response to CONVERSATION SUMMARIES section (bottom of file)
This ensures both parts of the conversation are properly documented in the
correct order.
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PROMPT 51:
Really good, thank you. I see my confusion, I do not want separate sections, the
prompts and responses shoudl be interleaved, like in a manuscript for a play. It
shoudl show the history of our conversation
RESPONSE 51:
Reorganized NOTES.txt to interleave prompts and responses chronologically, like
a conversation transcript or play manuscript.
CHANGES MADE (NOTES.txt):
- Removed separate "PROMPT HISTORY" and "CONVERSATION SUMMARIES" sections
- Created single "CONVERSATION (Interleaved Prompts & Responses)" section
- Reformatted entries to show:
PROMPT [number]:
[user text]
RESPONSE [number]:
[assistant text]
----------------------------------------------------------------------------
PROMPT [number+1]:
...
This creates a natural conversational flow that's easy to read chronologically,
like reading a script or dialogue transcript.