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Show the day plan

by recued-core v2 36 views

Use “Show the day plan” in Recued. Reads one day's visits in window order and shows each with its site, work, weather verdict and status. It reads information without changing data in the connected service.

Complete workflow

Field Service Day Plan 7 pinned recipes

Use Field Service Day Plan in Recued for weather, geocoding, scheduling, and records. It includes 16 built-in actions and 5 ready-to-run workflows. Actions that change data use Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Show the day plan
This recipe

Use “Show the day plan” in Recued. Reads one day's visits in window order and shows each with its site, work, weather verdict and status. It reads information without changing data in the connected service.

pack:field-service-day-planfield-serviceday-planboard
by recued-core pinned v2

Use “Add a service site” in Recued. Geocode one service address once and store its coordinates.

pack:field-service-day-planfield-servicegeocodingnominatim
by recued-core pinned v3

Use “Schedule a site visit” in Recued. Book one visit to an existing site on a date and time window. The visit is keyed on site, date and window start, so re-running the same booking converges on the same row instead of double-booking the slot.

pack:field-service-day-planfield-serviceschedulingrecords
by recued-core pinned v2

Use “Plan today's service day” in Recued. Reads today's visits, fetches the forecast at each weather-sensitive site's stored coordinates, and records a verdict on every visit — holding the ones the weather will not allow and releasing the ones it will.

pack:field-service-day-planfield-serviceweatheropen-meteo
by recued-core pinned v3

Use “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.

pack:field-service-day-planfield-serviceday-planrecords
by recued-core pinned v3

Use “Tell the customer a visit is weather-held” in Recued. Records watcher for visits that move to weatherhold. Re-reads the visit and its site, mails the customer once, and stamps notifiedat.

pack:field-service-day-planfield-serviceweatherwatcher
by recued-core pinned v3
Show all 7 recipes
View pack details, dependencies, and permissions →

Reading the board

Ordered by window start. Blank date means today.

Status is where the visit stands: planned (going), weather_hold (held by the forecast), done, skipped.

Verdict is what the forecast said the last time plan-service-day ran:

  • clear — checked, fine
  • poor — drizzle, light rain, snow or fog
  • severe — heavy rain, heavy snow or thunderstorm
  • indoor — the site is not weather sensitive and is never held
  • unknown — not yet checked. A visit booked after this morning's plan ran will read unknown until the next run. It does not mean the weather is fine.

⚠ Notified matters when a hold lifts. Once a customer has been told about a weather hold, plan-service-day will not silently reinstate that visit even if the forecast improves — it stays held and is counted separately on the plan card. Reinstating is a deliberate act.

This recipe is read-only. Nothing here calls Open-Meteo or Nominatim.

How it works 22 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (22 steps)
■ date_input trim
Trim whitespace from setting visit date
■ now_iso date_add
Add 0 seconds to
■ today date_format
Format as a date
■ visit_date default
Apply default
◆ visits recued-core.field-service-day-plan.visit.search
Search visit on field service day plan
■ visit_rows default
Apply default
■ visit_rows_sorted sort
Sort by window_start
■ visit_count count
Count items in visit rows sorted
■ has_visits compare
Check if visit count is greater than 0
■ visits_keyed map
Extract site_ref from each item
■ site_ids_all pluck
Extract site_id from each item
■ site_ids unique
Remove duplicates from
◆ sites recued-core.field-service-day-plan.site.get_many
Get many site on field service day plan
skip: step.has_visits equal false
■ site_rows default
Apply default
■ board_rows enrich_by
Apply enrich_by
■ board_table to_table
Format results as a data table
■ held_rows filter
Filter by condition
■ unchecked_rows filter
Filter by condition
■ held_count count
Count items in held rows
■ unchecked_count count
Count items in unchecked rows
■ by_planned_desc sort
Sort by planned_on
■ card to_summary
Format results as a summary card
▼
Output
summary card
table board_table
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

limit setting = 50
visit date setting =

Uses (2 operations)

Pack operation Search visit on field service day plan recued-core.field-service-day-plan.visit.search
Pack operation Get many site on field service day plan recued-core.field-service-day-plan.site.get_many

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Pack Field Service Day Plan read-only
Read: visit.search · No approvalRead: site.get_many · No approval

About

Tags

pack:field-service-day-planfield-serviceday-planboardrecordsv2

Details

22 steps 2 configurable settings recipe_id: list-day-plan