Project Plan: Phase Status Logic

[acshields]

Summary

We are amending how phase status logic works. The user performing set-up will no longer be required to indicate the overall status of a phase in a dropdown menu, and instead the status (once published) will be dynamically maintained by using the date data provided.

A Published Phase's Status Logic Rules

Once a phase has been published by the user performing set-up, the following conditional logic rules should apply for status management:

• If a phase is published and the earliest start date on the timeline has not passed, the phase status = "Planned"
• If a phase is published, the earliest start date on the timeline has passed, and the latest end date on the timeline has not passed, the phase status = "Active"
• If a phase is published and the latest end date on the timeline has passed, the phase status = "Complete"

A Draft Phase's Status Logic Rules

If a phase is still in Draft (i.e. has not been published), then no conditional logic rules apply (it should continue to remain in Draft status, even if dates have passed).

[RishiRajSahu]

@lakshmiathreya @drasticdpk this must also valid, as this is covered via new phase/milestone logic. Let me know if anything as per the description doesn't holds.

[maxceem]

@RishiRajSahu this is not implemented yet.

[maxceem]

@RishiRajSahu Done via ccf55e9

Have one concern. If the last milestone date is passed, but the milestone itself is not completed. How should we show phase in such a case:

[maxceem]

2. The second question. Now instead of "Active" status we are showing progress indicator. Should we change this somehow?

[maxceem]

2. The second question. Now instead of "Active" status we are showing progress indicator. Should we change this somehow?

After discussion with Rishi on Slack, showing "Active" label under the progress indicator for active phases as we don't have an icon:

[RishiRajSahu]

@maxceem

Scenario to mention -

1. Last date of phase is passed but still there are uncompleted milestone(s).
   2. Last date of last milestone is passed i.e. its completed but phase's end-date still not passed.

Phase's dates are the startDate of the first milestone and endDate of the last milestone
If we are leaving the phases and milestones to be fully managed by user that should be user's responsibility to manage dates

• Let's add active text below the progress indicator

[maxceem]

If we are leaving the phases and milestones to be fully managed by user that should be user's responsibility to manage dates

@RishiRajSahu does it mean that we should leave it as it is?

[RishiRajSahu]

@acshields should we let it upto user to correctly manage dates ? or could you suggest some other logic for phase completion ?
Currently phase dates are managed as below on UI

Phase's dates are the startDate of the first milestone and endDate of the last milestone

[acshields]

@RishiRajSahu - Please follow-up to let me know where I may be off-base here, but here are my thoughts:
I want the user to manage the dates (re: our previous conversations on not trying to over-complicate the logic).
However, I wonder whether we can have these two automations in place for the overall status:

1. On the start date (first milestone start date), the phase moves to "Active"
2. On the end date (last milestone end date), the phase moves to "Complete"

What complications could this cause?

[lakshmiathreya]

cc @drasticdpk
@RishiRajSahu @maxceem - Acc to Phase Status logic rules - this phase should be in Planned actually - it moved to Planned just momentarily and moved to Active after that... Also, start date of Phase doesnt match actual Start date of First Milestone ...