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vault backup: 2026-02-27 10:43:35

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Konstantin Hintermayer
2026-02-27 10:43:36 +01:00
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Test/EventKit/02 - Planning Module.md
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@@ -75,38 +75,41 @@ stateDiagram-v2
| **Closed** | Final invoicing, profit/loss analysis, post-event review notes |
| **Cancelled** | Event cancelled — reserved stock released, cancellation fees applied |
> **Event phases are customisable per event type.** The phases above are provided as defaults. Admins can define custom phase workflows for different event categories.
---
## Feature Breakdown
### Event / Job Management
| Feature | Description |
| --------------------- | --------------------------------------------------------------- |
| Event creation | Dates (setup, show, strike), venue link, client link (→ CRM) |
| Multi-day events | Events spanning multiple days with per-day schedules |
| Multi-venue events | Festivals or events with multiple stages/spaces |
| Project grouping | Group related events under a project (tours, recurring shows) |
| Event status workflow | Progress through lifecycle phases with validation rules |
| Event templates | Save and reuse event configurations for recurring job types |
| Event duplication | Clone an event as a starting point for a similar job |
| Internal notes | Free-text notes, checklists, and file attachments per event |
| Event tags | Categorise events (corporate, festival, wedding, concert, etc.) |
| Feature | Description |
| --------------------- | ----------------------------------------------------------------------------------------------------------------- |
| Event creation | Dates (setup, show, strike), venue link, client link (→ CRM) |
| Multi-day events | Events spanning multiple days with per-day schedules |
| Multi-venue events | Festivals or events with multiple stages/spaces |
| Project grouping | Group related events under a project (tours, recurring shows). Simple grouping for MVP, full project entity later |
| Event status workflow | Progress through customisable lifecycle phases with validation rules |
| Event templates | Save and reuse event configurations for recurring job types |
| Event duplication | Clone an event as a starting point for a similar job |
| Recurring events | Template-based auto-generation + clone previous event |
| Internal notes | Free-text notes, checklists, and file attachments per event |
| Event tags | Categorise events (corporate, festival, wedding, concert, etc.) |
### Pull Lists / Equipment Planning
| Feature | Description |
| ---------------------- | ------------------------------------------------------------------- |
| Build from catalogue | Add products/kits from the inventory catalogue to the pull list |
| Kit/set expansion | Adding a kit auto-adds all component products |
| Availability check | Real-time check against inventory — green/amber/red indicators |
| Conflict detection | Alert if requested equipment is already booked elsewhere |
| Shortage handling | When stock is short, suggest sub-hire or alternative products |
| Quantity management | Request quantities by product, system allocates specific assets |
| Weight & volume totals | Auto-calculate total weight and volume for transport planning |
| Pull list printing | Printable pull list for warehouse prep team |
| Pull list versioning | Track changes to the pull list over time |
| Category grouping | Group pull list items by category (audio, lighting, video, staging) |
| Feature | Description |
| ---------------------- | ------------------------------------------------------------------------------------------------------------- |
| Build from catalogue | Add products/kits from the inventory catalogue to the pull list |
| Kit/set expansion | Adding a kit auto-adds all component products. User chooses: all-or-nothing (default) or individually tracked |
| Availability check | Real-time check against inventory — green/amber/red indicators |
| Conflict detection | Alert if requested equipment is already booked elsewhere |
| Shortage handling | When stock is short, suggest sub-hire or alternative products |
| Quantity management | Request quantities by product, system allocates specific assets |
| Weight & volume totals | Auto-calculate total weight and volume for transport planning |
| Pull list printing | Printable pull list for warehouse prep team |
| Pull list versioning | Track changes to the pull list over time |
| Category grouping | Group pull list items by category (audio, lighting, video, staging) |
### Crew Planning
@@ -145,6 +148,14 @@ Crew members can log in (web or mobile app) to:
| Dispatch tracking | Track when vehicles leave warehouse and arrive at venue |
| Return tracking | Track when vehicles return from venue |
#### Transport Roadmap
| Phase | Features |
| ---------------- | --------------------------------------------------------------- |
| **MVP** | Assign vehicles to events, simple load lists |
| **Intermediate** | Weight/volume calculations, truck pack lists, capacity warnings |
| **Advanced** | Route optimisation, multi-stop planning, fuel tracking |
### Venue Management
| Feature | Description |
@@ -157,6 +168,17 @@ Crew members can log in (web or mobile app) to:
| Blackout dates | Track dates when a venue is unavailable |
| Venue history | See all past events at a venue with notes |
> **Venue federation** is planned but will start as local-only. In a future phase, instances will be able to share venue specs across the network via [[04 - Federation Architecture|federation]].
### Calendar Integration
| Feature | Phase | Description |
| ------------------------- | ------ | -------------------------------------------------- |
| **CalDAV sync** | MVP | Generic calendar sync for crew and event schedules |
| **iCal export** | MVP | Export events and crew schedules as `.ics` files |
| **Google Calendar sync** | Future | Bidirectional sync with Google Calendar |
| **Outlook/Exchange sync** | Future | Bidirectional sync with Microsoft 365 |
### Timeline & Scheduling
| Feature | Description |