From 661444ba4d03d49dc2eb3bfd884d0c67476fb28c Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 6 Aug 2026 10:05:10 +0000 Subject: [PATCH] docs(service): write the index page's "Where to find things" list to the real navigation (#927) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The section that tells a new user where to click named four items; three of them did not survive a read of `src/apps/crm.app.ts`, and the one real item the group does carry was missing. Measured against `src/apps/crm.app.ts:131-140`, `group_service` has exactly three children: `nav_case` (Cases), `nav_knowledge` (Knowledge) and `nav_service_dashboard`, whose label is **Service Overview** — not "Service Dashboard". `crm_task` has no entry in this group at all: its two nav items are `nav_my_tasks` (My Tasks) and `nav_all_tasks` (All Tasks), both under `group_work` / **My Work** (`:84` / `:93`). And no metadata anywhere carries the name *Service Board*: the kanban is the view `case_workflow` with `label: 'Service Workflow'` (`src/views/case.view.ts:72-75`), reached from the **Workflow** tab in the case list's view switcher (`:59`) and never from the sidebar. So the list now names the three real items with their real labels, adds the Knowledge entry it had been dropping, and keeps the two names readers will arrive with — Tasks and Service Board — pointing at where those things actually live, per the #870 / #877 / #885 / #894 / #913 / #924 convention of naming what does not exist rather than deleting it silently. Product questions are left open on purpose (#595 / #596): whether the kanban should become its own nav item, and whether Tasks belongs under Service, are not decided here — only the current shape is recorded. All three locales, same lines. `src/` untouched. Co-Authored-By: Claude Fable 5 Claude-Session: https://claude.ai/code/session_01VHrPAGEgFDoHjphqYG4BMa --- ...ervice-index-where-to-find-things-navigation.md | 13 +++++++++++++ content/docs/service/index.mdx | 14 +++++++++----- content/docs/service/index.zh-Hans.mdx | 14 +++++++++----- content/docs/service/index.zh-Hant.mdx | 14 +++++++++----- 4 files changed, 40 insertions(+), 15 deletions(-) create mode 100644 .changeset/service-index-where-to-find-things-navigation.md diff --git a/.changeset/service-index-where-to-find-things-navigation.md b/.changeset/service-index-where-to-find-things-navigation.md new file mode 100644 index 000000000..5951ad354 --- /dev/null +++ b/.changeset/service-index-where-to-find-things-navigation.md @@ -0,0 +1,13 @@ +--- +'hotcrm': patch +--- + +Write the service overview page's *Where to find things* list to the app's real +navigation. The **Service** group in `src/apps/crm.app.ts` holds three items — +Cases, Knowledge and **Service Overview** — so the list now names Knowledge +(it was missing), gives the dashboard entry its actual sidebar label instead of +"Service Dashboard", sends readers looking for Tasks to **My Tasks** / +**All Tasks** under **My Work**, and records that no *Service Board* exists: +the kanban is the `case_workflow` view labelled **Service Workflow**, reached +from the **Workflow** tab in the case list, not from the sidebar. All three +locales updated. diff --git a/content/docs/service/index.mdx b/content/docs/service/index.mdx index d616b5577..dc97648ba 100644 --- a/content/docs/service/index.mdx +++ b/content/docs/service/index.mdx @@ -59,12 +59,16 @@ See [Analytics › Dashboards](/docs/analytics/dashboards) and [Reports](/docs/a ## Where to find things -In the Enterprise CRM app, the **Service** group contains: +In the Enterprise CRM app, the **Service** group contains three items: -- **Cases** -- **Tasks** -- **Service Board** — kanban-style case workflow -- **Service Dashboard** +- **Cases** — the case list. +- **Knowledge** — the knowledge articles the Copilot reads from (`crm_knowledge_article`). +- **Service Overview** — the service dashboard. That is its sidebar label; no sidebar item is called *Service Dashboard*. + +Two names people look for under **Service** are not there: + +- **Tasks** — `crm_task` reaches the sidebar as **My Tasks** and **All Tasks**, both under the **My Work** group, not under Service. +- **Service Board** — nothing in this app carries that name. The kanban is the view `case_workflow`, labelled **Service Workflow**, and it is not a sidebar item at all: you reach it from the **Workflow** tab in the case list's view switcher. ## Start here diff --git a/content/docs/service/index.zh-Hans.mdx b/content/docs/service/index.zh-Hans.mdx index 2e00fc2d8..1a22bbdc9 100644 --- a/content/docs/service/index.zh-Hans.mdx +++ b/content/docs/service/index.zh-Hans.mdx @@ -59,12 +59,16 @@ New ──► In Progress ──► Waiting on Customer ──► Resolved ─ ## 在哪里找到这些内容 -在 Enterprise CRM 应用中，**服务**分组包含： +在 Enterprise CRM 应用中，**服务**分组包含三项： -- **工单** -- **任务** -- **服务看板**——看板式工单工作流 -- **服务仪表盘** +- **工单**（Cases）——工单列表。 +- **知识**（Knowledge）——Copilot 读取的知识文章（`crm_knowledge_article`）。 +- **服务概览**（Service Overview）——服务仪表盘。侧边栏上的 label 就是这个；没有任何侧边栏条目叫 *Service Dashboard*。 + +有两个名字，人们会到**服务**分组下面找，但它们不在这里： + +- **任务**——`crm_task` 在侧边栏上是 **My Tasks**（我的任务）与 **All Tasks**（全部任务）两项，都挂在**我的工作**分组下，不在**服务**分组里。 +- **服务看板**——本应用里不存在叫这个名字的东西。看板是视图 `case_workflow`，label 为 **Service Workflow**，而且它根本不是侧边栏条目：要从工单列表视图切换器里的 **Workflow** 页签进入。 ## 从这里开始 diff --git a/content/docs/service/index.zh-Hant.mdx b/content/docs/service/index.zh-Hant.mdx index b573a49ba..15a6b39b3 100644 --- a/content/docs/service/index.zh-Hant.mdx +++ b/content/docs/service/index.zh-Hant.mdx @@ -59,12 +59,16 @@ New ──► In Progress ──► Waiting on Customer ──► Resolved ─ ## 在哪裡找到這些內容 -在 Enterprise CRM 應用中，**服務**分組包含： +在 Enterprise CRM 應用中，**服務**分組包含三項： -- **工單** -- **任務** -- **服務看板**——看板式工單工作流 -- **服務儀表板** +- **工單**（Cases）——工單清單。 +- **知識**（Knowledge）——Copilot 讀取的知識文章（`crm_knowledge_article`）。 +- **服務概覽**（Service Overview）——服務儀表板。側邊欄上的 label 就是這個；沒有任何側邊欄條目叫 *Service Dashboard*。 + +有兩個名字，人們會到**服務**分組下面找，但它們不在這裡： + +- **任務**——`crm_task` 在側邊欄上是 **My Tasks**（我的任務）與 **All Tasks**（全部任務）兩項，都掛在**我的工作**分組下，不在**服務**分組裡。 +- **服務看板**——本應用裡不存在叫這個名字的東西。看板是視圖 `case_workflow`，label 為 **Service Workflow**，而且它根本不是側邊欄條目：要從工單清單視圖切換器裡的 **Workflow** 頁籤進入。 ## 從這裡開始