Project: SamePage
Status: Active
Priority: 3
Scratch Pad
Links used in testing
Testing/Example SamePage Project
Testing/Example In Progress SamePage Project
task One off for SamePage April 11th, 2023
Example one-off task
Owner: Chris
Due Date: April 13th, 2023
Client: SamePage
Project: Task
Notes:
%DEPLOYSITE% Outputted new page at Reports/SourceTech/04-17-23.
Deliverable
SmartBlock Report (TESTING)
<%SET:client,<%INPUT:For which client?,<%QUERYBUILDER:Vd7lthEJF,{Page}%>,SamePage%>%> <%NOBLOCKOUTPUT%>
<%IFVAR:client,/.+/%><%SET:webpage,Reports/<%GET:client%>/<%DATE:today,MM-dd-yy%>%> <%SMARTBLOCK:Generate Client Report (TESTING),<%GET:webpage%>%> <%NOBLOCKOUTPUT%>
<%IFVAR:ago%><%EXIT%>
<%IFVAR:client,/.+/%><%SET:deploy,<%INPUT:Deploy Website?,yes,no%>%><%NOBLOCKOUTPUT%>
<%IFVAR:deploy,yes%><%DEPLOYSITE%>Outputted new page at <%TAG:<%GET:webpage%>%> & deployed website.
<%IFNOTVAR:deploy,yes%>Outputted new page at <%TAG:<%GET:webpage%>%>.
SmartBlock Generate Client Report (TESTING)<%HIDE%>
<%IFVAR:client%> <%SET:client,<%INPUT:For which client?,<%QUERYBUILDER:ihBF43neC,{text}%>%>%> <%IFVAR:client%><%EXIT%> <%NOBLOCKOUTPUT%>
<%SET:ago,<%INPUT:How many days since today?%>%> <%NOBLOCKOUTPUT%>
<%IFVAR:ago%><%EXIT%>
<%SET:start,<%DATE:<%GET:ago%> days ago,MMMM do, yyyy%>%> <%SET:startDate,<%TAG:<%GET:start%>%>%> <%SET:endDate,<%DATE:today%>%> <%NOBLOCKOUTPUT%>
Report <%TAG:Reports/%><%GET:client%>
<%GET:client%>
From <%GET:startDate%> to <%GET:endDate%>
<%IFCHILDREN%>Completed Projects:
<%QUERYBUILDER:Completed Projects Report,my-PVFQCN,client=client,start=start%><%SKIPIFEMPTY%>
<%IFCHILDREN%>In-Progress Projects:
<%QUERYBUILDER:In-Progress Projects Report,IpEN-J5hY,client=client,start=start%><%SKIPIFEMPTY%>
<%IFCHILDREN%>Items to Review:
<%QUERYBUILDER:Questions,Ki6DjUqLb,client=client%><%SKIPIFEMPTY%>
<%IFCHILDREN%>One Off Tasks:
<%QUERYBUILDER:One-off Tasks,78369X7Ym,client=client,start=start%><%SKIPIFEMPTY%>
<%IFCHILDREN%>Planned Projects:
<%QUERYBUILDER:Planned Projects,AfZCFQ1uH,client=client,start=start%><%SKIPIFEMPTY%>
SmartBlock Mark Completed (TESTING) <%HIDE%>
<%TRIGGERREF:block%> <%NOBLOCKOUTPUT%>
<%SMARTBLOCK:Mark Date Completed (TESTING),block%><%NOBLOCKOUTPUT%>
SmartBlock Mark Date Completed (TESTING)
Date Completed: <%DATE:today%>
Formats
<%TAG:<%GET:project%>%>
<%QUERYBUILDER:Dated Tasks,78369X7Ym,title=project,start=start%><%SKIPIFEMPTY%>
<%QUERYBUILDER:Referenced Done Tasks For Project,78369X7Ym,project=project,start=start%><%SKIPIFEMPTY%>
<%QUERYBUILDER:Done Tasks New 2,78369X7Ym,title=project%><%SKIPIFEMPTY%>
((<%GET:uid%>))
<%TAG:<%GET:project%>%>
<%QUERYBUILDER:Dated Tasks,78369X7Ym,title=project,start=start%><%SKIPIFEMPTY%>
<%QUERYBUILDER:Referenced Done Tasks For Project,78369X7Ym,project=project,start=start%><%SKIPIFEMPTY%>
<%TAG:<%GET:project%>%>
<%QUERYBUILDER:Question Todos,78369X7Ym,project=project%><%SKIPIFEMPTY%>
<%TAG:<%GET:project%>%>
Queries
Completed Projects Report
-
results
views
Project
link
Description
plain
scratch
custom
selections
node
Project
Description
Description
conditions
clause
source
node
Relation
has attribute
target
For Client
clause
source
For Client
Relation
references title
target
:in client
clause
source
node
Relation
has attribute
target
Date Completed
clause
source
Date Completed
Relation
references
target
date
clause
source
date
Relation
titled before
target
today
clause
source
date
Relation
titled after
target
:in start
clause
source
node
Relation
has attribute
target
Status
clause
source
Status
Relation
references title
target
Complete
return
node
-
Referenced Done Tasks For Project
-
results
scratch
custom
selections
conditions
clause
source
node
Relation
references title
target
DONE
clause
source
node
Relation
references
target
date
clause
source
date
Relation
titled before
target
today
clause
source
date
Relation
titled after
target
:in start
clause
source
node
Relation
has ancestor
target
parent
clause
source
parent
Relation
references title
target
:in project
return
node
-
Done Tasks
-
results
sorts
text
false
scratch
custom
selections
conditions
clause
source
node
Relation
references title
target
DONE
clause
source
node
Relation
has attribute
target
Project
clause
source
Project
Relation
references title
target
:in title
return
node
-
In-Progress Projects Report
-
results
views
Project
link
Description
plain
scratch
custom
selections
node
Project
Description
Description
conditions
clause
source
node
Relation
has attribute
target
For Client
clause
source
For Client
Relation
references title
target
:in client
clause
source
node
Relation
has attribute
target
Status
clause
source
Status
Relation
references
target
status
clause
source
status
Relation
has child
target
metadata
clause
source
metadata
Relation
references title
target
In Progress
return
node
-
Dated Tasks for Project
-
results
scratch
custom
selections
conditions
clause
source
node
Relation
is in page with title
target
:in title
clause
source
node
Relation
references title
target
DONE
clause
source
node
Relation
references
target
date
clause
source
date
Relation
titled before
target
today
clause
source
date
Relation
titled after
target
:in start
return
node
-
One-off Tasks
-
results
scratch
custom
selections
conditions
clause
source
node
Relation
references title
target
DONE
clause
source
node
Relation
has attribute
target
Client
clause
source
Client
Relation
references title
target
:in client
clause
source
node
Relation
has attribute
target
Due Date
clause
source
Due Date
Relation
references
target
date
clause
source
date
Relation
titled before
target
today
clause
source
date
Relation
titled after
target
:in start
clause
source
node
Relation
has attribute
target
Project
clause
source
Project
Relation
references title
target
Task
return
node
editing
-
Questions
-
results
scratch
custom
selections
node
Project
conditions
clause
source
node
Relation
has attribute
target
For Client
clause
source
For Client
Relation
references title
target
:in client
clause
source
node
Relation
has descendant
target
questions
clause
source
questions
Relation
references title
target
Questions
return
node
-
Question Todos
-
results
scratch
custom
selections
conditions
clause
source
node
Relation
references title
target
TODO
clause
source
node
Relation
has ancestor
target
questions
clause
source
questions
Relation
references title
target
Questions
clause
source
node
Relation
is in page with title
target
:in project
return
node
-
Planned Projects Report
-
results
scratch
custom
selections
node
Project
conditions
clause
source
node
Relation
has attribute
target
For Client
clause
source
For Client
Relation
references title
target
:in client
clause
source
node
Relation
has attribute
target
Status
clause
source
Status
Relation
references title
target
Planned
return
node
-
Update for April 6th, 2023
Video
Comments
The way we can tell if a project is In-Progress is by the Status attribute, of which there are 4:
Future
In-Progress
Priority
Complete
The only curve-ball here is Priority. If a project status is either In-Progress or Priority, any tasks completed in the specified date range should output under the In-Progress section of the report.
Likewise if a project is marked Complete, the tasks completed should show up in the Completed section
Using the Status attribute to guide where project and tasks should output is a better (more accurate) marker than the Date Completed attribute
The Date Completed attribute is actually blank for any non-complete project. It gets auto-filled using the Archive Project custom workflow
Update for April 10th, 2023
Video
tl;dw
Working on Block formats for
QUERYBUILDERcommandStarting to inline
<%CUSTOMCLIENTREPORT%>Command updated to look for
In-ProgressandPrioritystatuses
Comments
April 11th, 2023
I understand the custom JS / Query in the current callback is outside the scope of the current SB/QB abilities, but I don't follow how the Custom Report workflow relates to this update in Query Builder. I also don't really follow what the update is QB is doing.
Update for April 11th, 2023
Video
tl:dw
Working on query inputs - Single query builder instance that could be reused across multiple values for a given field
Ex 1: Single Query Builder instance for generate report smartblock, but use the variable to get only the projects related to that client
Ex 2: This will enable having a single Query Builder instance for a messaging inbox, needing only to swap out the value for each person
Comments
Update for April 12th, 2023
Video
tl;dw
Check out the block tree. Using the block formatting from two days ago, we can now create a more expressive output for each result from query builder's output.
Using the inputs work from yesterday and today, we can reuse just one query builder table for projects instead of adding one for each new client
I think these are all the changes needed to get rid of
<%CUSTOMCLIENTREPORT%>- will be able to do so tomorrow.
Comments
Update for April 13th, 2023
Video
Summary
We have a final Deliverable here
Changes in under review in Roam Depot - will push to get it merged today/tm
Comments
This looks great. There's one item that I failed to bring up at the start, and that's a one-off task:
Example one-off task April 18th, 2023
Owner: Chris
Due Date: April 14th, 2023
Client: AllParts Medical
Project: Task
Notes:
Update for April 14th, 2023
Video
See here
Summary
QB changes for report should be live and one off tasks done
Comments
Update for April 16th, 2023
Video
Summary
Added commands that will skip the heading if empty
Going to look tomorrow into why some projects aren't getting included
Just add the
<>to%DEPLOYSITE%to have it deploy again
Comments
I want to make sure we're on the same page regarding you,r projects feedback: it's not that projects "aren't getting included", it's that too many are.
Just to be clear, only projects with the proper Status, and that have had a task completed in the given date range should be included
Update for April 17th, 2023
Video
Summary
Report updated to suck in proper in-progress tasks - let me know if this is directionally correct so that we could apply to Complete + Questions
Slight process change, outlined here. Basically,
Activeare tasks to be reviewed by you, I by default will work on whatever is on top of theBacklogIterating on messages feedback tm
Comments
I just ran a sample report for SourceTech here and everything appears to be working fine. There are double checkbox inputs outputting on the static site page by I'm 99% that was just JS from me awhile back to try and get bullets to output as checked off tasks.
A couple of housekeeping things and I think we're ready to mark this Complete
Planned Projects
Most clients want insight on what projects are on-deck for the coming week. I'm thinking about a new status tag called Planned that could be used for this purpose.
Since our current project meta data setup doesn't have anything akin to project start date, I would say that we could simply set this up to grab project with a Planned status at the time the report is ran
External Reports
For most clients, this Roam-derived deliverables report coincides with links to some external performance reports (i.e. links to a Google Sheet or Data Studio). I would to be able to include those links directly in this report so the client has everything on one page. What would be your recommended way of handling that?
Manually type that section in before running deploy site?
Some sort of workflow that can capture pre-defined fields for report name and report link?
Something else entirely?
Organization of where these reports live on the web
As you can see here, the MarketHubb Reports page is an absolute mess.
How can we set up the tagging of these such that each client has a homepage / dashboard or sort (i.e .a page where only SourceTech report live)?
This is actually the first step in a much larger "Client Resources" page I want your help building out, which will involve reports as well as project updates, client questions, etc...
Update for April 20th, 2023
Video
Summary
Planned Projects - added a section for planned projects here
External Reports - We could use SmartBlock command to retrieve that data and insert it directly in the report you round it. See video for more details.
Site Organization - Each client already has a page in Roam. We just need to set up a filter in Static Site to deploy them all, then need to support the query builder component in the static site. See video for details.
Comments
Update for April 25th, 2023
Video
Summary
Comments
My fault for moving this to Complete status without fully testing, but there's some missing items I noticed today that need to be addressed:
Missing Completed Projects
I created dummy projects under the client MarketHubb here and than ran the new report workflow that generated a report here
I would have expected this project to show up under the "Completed" heading
Need conditionals for each step of the workflow
For this (and any other multi-step workflow), we really need to have
<%IFVAR:%>conditionals setup to make sure that some value is passed before moving on to the next stepA lot of times I'll trigger a workflow by mistake or realize half-way through I need to abort
The way it's currently setup, the workflow keeps running even if I hit cancel on the first prompt
Update for April 26th, 2023
Video
Summary
Completed Projects weren't showing up bc of a previous comment saying projects without tasks should be skipped. Should now be showing
Proper ifvar's have been placed
Comments
Okay great on Completed.
Error in task meta data
I'm just bringing this to your attention, because I want to make sure this doesn't break anything:
The custom task workflow that I built and we've been using for the last few months had an error in it that I just noticed today. The value for the Project attribute was outputting as text and not a linked reference (see examples below). If the workflow you built is unaffected by this change, go ahead and disregard
Legacy task format
Task description (with project meta as plain text) May 1st, 2023
Owner: Chris
Due Date: April 28th, 2023
Client: AllParts Medical
Project: APM/Create page content for ultrasound probe parts and service
Notes:
Updated task format
Task description (with project meta as linked ref) May 1st, 2023
Owner: Chris
Due Date: April 27th, 2023
Client: AllParts Medical
Project: Archive/APM/Create page content for ultrasound probe parts and service
Notes:
One-off task May 1st, 2023
Owner: Chris
Due Date: April 30th, 2023
Client: AllParts Medical
Project: Task
Notes:
Future task May 1st, 2023
Owner: Chris
Due Date: April 30th, 2023
Client: AllParts Medical
Project: Future
Notes:
Update for April 29th, 2023
Video
Summary
Comments
Update for May 1st, 2023
Video
Summary
Comments
Tried to run a report for SourceTech today.
The first time I attempted the workflow, Chrome froze and I had to shut it down
The second attempt resulted in this page
The third attempt resulted in this page
Update for May 2nd, 2023
Video
Summary
Watched the Updated Task Workflow video - I believe this may affect workflows but won't know for sure until it's reported as an issue. If it is, I can run scripts on my end to tag all values next to
Project::attributes that are currently untagged.Reviewed your comments from yesterday, noticed four problems
On the final attempt, noticed
startDateandendDate. This now resolves to the dates correctlyOn the final attempt, noticed missing projects. Not sure why that was, but I generated a new report today that seemed to work:
%DEPLOYSITE% Outputted new page at Reports/SourceTech/05-02-23.
On the second attempt, noticed that the workflow didn't exit properly if a previous step was cancelled. This should be fixed
On the first attempt, noticed that the workflow is still really slow bc of all the heavy querying that needs to happen in the front end for this to happen. We have ongoing work to enable this in SamePage's backend, which could be prioritized if you want to create a separate task for it and move to near the top of the backlog. Know that all hangs should resolve eventually.
Comments
Update for May 6th, 2023
Video
Summary
Comments
We still have issues here with the Completed Projects not picking up tasks
On this report, this task should have been listed under this project
Update for May 8th, 2023
Video
Summary
Outputted new page at Reports/SourceTech/05-08-23.
Should now be grabbing tasks, and also ask if you'd like to deploy the website at the end or not.
Outstanding questions
Will the project always be a parent or a child attribute ?
Should older tasks be filtered out from the report in completed projects?
Comments
Not sure if I understood the comment @ 4:46 about needing to filter things out, video below explaining our current task system in more detail
Update for May 9th, 2023
Video
Summary
Early Access
Workflow updated to rely on attribute of the task only
New workflow for Date Completed
{{[[TODO]]:SmartBlock:Mark Completed (TESTING):Output=false,RemoveButton=false}}Testing somethin' June 8th, 2023
Owner: Chris
Due Date: May 13th, 2023
Client: MarketHubb
Project: MH/Example project: Planned
Notes:
Date Completed: June 8th, 2023
Comments
Update for June 6th, 2023
Video
Summary
Comments
Update for June 7th, 2023
Video
Summary
Completed tasks now appear in completed projects.
Combine multiple clients in a single report -> split out into its own task and reprioritize
Comments