Core Milestones

Overview

The Core Milestone system introduces project lifecycle tracking that gives customers and administrators visibility into the overall progress of a project across its constituent orders. Rather than tracking individual order statuses in isolation, Core Milestones aggregate and derive project-level status from the orders associated with it, providing a clear view of where a project stands in its lifecycle.

Core Milestone Concept

Core Milestones represent the key stages in a project's lifecycle. They are derived from the statuses of the project's orders, providing a single source of truth for project progress:

• Service-level configuration - Core milestones are set up on Services, CompanyServices, and UserGroupServices with synchronisation capability across all levels
• Automatic derivation - Milestone statuses are automatically derived from the statuses of the project's orders, rather than requiring manual updates
• Single lifecycle stage - Each project displays a single current lifecycle stage based on its core milestone status
• Last stage tracking - The system tracks and returns the last core milestone stage for each project

Milestone Status Derivation

The system uses a rules-based approach to determine milestone status:

• Order-based derivation - Core milestone status is derived from the statuses of the project's orders
• Qualifying statuses - Only specific order statuses qualify for milestone representation, filtering out intermediate states
• Priority ordering - Core milestones use User Group positioning to determine display priority
• Consistency enforcement - Project Status and Project Type are kept consistent with core milestone state
• Post-flush synchronisation - Milestone status synchronisation occurs after order persistence to ensure data consistency

Core Milestone Display

The milestone system provides visibility across multiple interfaces:

Dashboard Visibility

Key milestones are displayed on the dashboard in real-time:

• FTS Assessment Completed - Indicates the initial assessment phase is done
• Sale Accept Complete - Marks the completion of the sale acceptance process
• Permit Issued - Signals that the required permit has been granted

Project View

• Core Milestone tab - A dedicated tab in the project view shows all milestone stages and their current statuses
• Status badges - Status badges are displayed (or hidden, depending on configuration) for core milestone orders
• Order grouping - Core milestone orders are split and grouped separately from regular orders in the project response

Admin Configuration

• Settings display - Core milestone settings are displayed conditionally in the FTS portal based on configuration
• Ordering and priority - Administrators can set the ordering and priority of core milestones
• Sort capability - A dedicated sort button allows reordering of core milestones for User Group services
• Service title visibility - The system can hide Service Titles in Project Status for the ordering platform to provide a cleaner display

Core Milestone Configuration

Setting up core milestones involves multiple configuration levels:

Service Level

• Core milestone flag - Services can be flagged as core milestones through a dedicated "core milestone only" setting
• Filtering - When enabled, the system filters project orders to show only core milestone orders in relevant views

Company Service Level

• Company-specific configuration - Core milestone settings can be customised per company
• Sync capability - Changes at the company service level synchronise to user group services

User Group Service Level

• Division-specific ordering - Core milestone display order can be configured per user group (division)
• Position synchronisation - Company service sort order is persisted and synchronised to user group positions

Core Milestone Orders

Core milestone orders have specific behaviours:

• API visibility - Core milestone orders are allowed on single GET requests for detailed order views
• Split display - Core milestone orders are split from regular orders in the project API response
• Status badge control - Status badges on core milestone orders can be hidden for cleaner presentation
• Notification integration - Milestone status changes trigger notifications through the platform's notification system

Dashboard Milestones

The dashboard surfaces three primary milestone indicators:

These milestones provide customers and administrators with at-a-glance project progress without needing to review individual order statuses.