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Planner Management

The Planner is an internal-only scheduling tool designed for events that do not require guest interaction but consume the administrator's time.

Planner OverviewInternal tracking for non-guest events like breaks or meetings.

Planner Events vs. Appointments

  • Planner Events: Created by the Admin. No guest email/link needed. Ideal for breaks, personal meetings, or travel.
  • Appointments: Created by Guests via links. Contains guest contact data and link-tracking.

Discovery & Smart Filtering

The Planner features a comprehensive filtering system to manage administrative tasks efficiently:

Status Quick Filters

  • All: View everything in the system.
  • Upcoming: Events focused on the future.
  • Ongoing: Real-time tracking of current activities.
  • Past: Historical record processing.

Advanced Search & Tools

  • Deep Search: Filter events by title or description content.
  • Date Range: Zoom into specific weeks or months using the range picker.
  • Sort Persistence: Toggle newest/oldest records with the state preserved in the URL for easy navigation.

Creating & Editing Events

PlannerEventModal

  • Title: Mandatory name for the event.
  • Description: Optional field for detailed notes or agendas.
  • Time Range: Precise start and end times.
  • Validation: Prevents overlapping events if the administrator chooses to maintain a strict schedule.

Create Planner EntryInterface for adding private administrative events to the system calendar.

PlannerEventCard

  • Provides a visual summary of the event state (Ongoing events often have a distinct highlight).
  • Includes quick Edit/Delete controls.

Technical Architecture

State Logic: usePlannerPage

  • Hybrid Filtering: Combines real-time clock-based status filtering (Ongoing, Past, Upcoming) with the global useListFilters engine for search and date range constraints.
  • URL Synchronization: Ensures that as you filter your planner, your view is always bookmarkable.
  • API Connectivity: Maps directly to the /api/planner endpoints.
  • Form Synchronization: Handles complex date-time object manipulations between the UI and the database-ready JSON format.

Display Logic

Utilizes baseui components to ensure the UI remains consistent with the rest of the administrative dashboard, providing a premium, native-app feel.

Released under the GPL 3.0 License.