Add Schedule and Planner to API
L
Likely Dolphin
We use the Factory API to pull order and quote data into our weekly production reviews and capacity planning.
The gap for us is the Planner. Who is booked on which job, and when, is the most important information for planning the workshop, and right now it can only be seen inside the app. We'd like to request that the Planner and timesheets be added to the API.
What we'd find most useful, in order of priority:
- Planner entries (read-only to start)
- A list endpoint for scheduled work, filterable by date range, order and user
- For each entry: order ID and number, task or workflow stage, assigned user(s), start and end date/time, and planned hours
- Timesheets / actual hours
- Hours logged per order and per user, filterable by date range
- This would let us compare actual hours against the labour quoted on each job
- Webhooks for schedule changes
- An event when a Planner entry is created, moved or reassigned, so our reports stay current without polling
What this would let us do:
- Check booked hours against workshop capacity, week by week, automatically
- Spot clashes early, for example when a job is booked into a week that is already full
- Show quoted versus actual hours on every job, which would sharpen our quoting
- Produce our weekly production review without re-keying the schedule by hand
Read-only access to Planner entries alone would solve most of this for us. We're happy to test an early or preview version and give feedback.
Thanks,