gracepress/technical-services-exchange
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add guided imported history wizard

Browse Source
This commit is contained in:
Codex
2026-07-10 17:33:27 -05:00
parent 24f73084fa
commit 3b856b5e46
12 changed files with 371 additions and 29 deletions
Download Patch File Download Diff File Expand all files Collapse all files
docs/FORWARD_PHASE_PLAN.md
+14 -4
View File
@@ -481,6 +481,16 @@ Provider-protection rules:
- Do not publish work-order IDs, addresses, buyer names, or private customer details by default.
- Imported history should help providers prove experience without exposing sensitive client data.
Implementation status:
- Completed guided manual import first pass.
- Added import visibility modes for private, summary-only, selected reviews, and public proof attachments.
- Added imported work categories, endorsements, operational metrics, selected review excerpts, and proof upload support.
- Added provider-attested/admin-verified/needs-more-proof verification status.
- Added admin imported-history verification queue.
- Kept imported history separate from native TSE reputation.
- Verified with Windows `php artisan test`.
## Phase 11 - Mobile-Safe Work-Order Actions And API Expansion
Purpose:
@@ -708,10 +718,10 @@ Provider-protection rules:
## Recommended Immediate Sequence
1. Post-work provider tag verification: buyer endorsement/disagreement with self-declared level and tags after completed work orders.
2. Phase 10A: guided imported-history wizard.
3. Phase 11A: mobile-safe API endpoints for onsite work-order actions.
4. Phase 12A: notification preference UI and event-channel controls.
5. Phase 13A: audit logs and moderation/operations queues.
2. Phase 11A: mobile-safe API endpoints for onsite work-order actions.
3. Phase 12A: notification preference UI and event-channel controls.
4. Phase 13A: audit logs and moderation/operations queues.
5. Phase 14A: deployment/scaling hardening.
## Key Design Commitments
docs/ROADMAP.md
+14 -3
View File
@@ -19,6 +19,7 @@ Provider Exchange is a Laravel application for a provider-centered field-service
- Dense available-work board with filters for category, technician level, scope clarity, support certification, remote eligibility, and risk suppression.
- Normalized starter taxonomy for work categories, specialties, skills, tools, certifications, and provider tag evidence sources.
- Explicit technician level ladder from smart hands through project lead.
- Guided imported-history records for Field Nation, WorkMarket, and similar platforms with privacy controls, selected review excerpts, metrics, proof attachments, and admin verification status.
- Configurable attachment storage policy with upload root, disk, size cap, MIME allowlist, image previews, file metadata, and deletion.
- Mutual reviews with category metrics.
- Peer-review disputes with comments, evidence, structured recommendations, and public vote breakdowns.
@@ -56,11 +57,11 @@ Provider Exchange is a Laravel application for a provider-centered field-service
## Phase Checkpoint
Phases 1-9 have been implemented locally through the combined Phase 8/9 marketplace matching pass. The next active planning block is:
Phases 1-10A have been implemented locally through the guided imported-history pass. The next active planning block is:
8. API/mobile prep: token-scoped endpoints, versioned API resources, geolocation check-in groundwork, contact/support failure logging, and mobile-safe work-order actions.
9. Import tooling: guided manual imports for Field Nation, WorkMarket, and similar profile/review history.
10. Post-work verification: buyer endorsement or disagreement with provider level/tags after completed work orders, earned evidence upgrades, and transparent tag history.
9. Post-work verification: buyer endorsement or disagreement with provider level/tags after completed work orders, earned evidence upgrades, and transparent tag history.
10. Notification preference UI and event-channel controls.
Work-order safeguards to carry into the next implementation passes:
@@ -114,6 +115,16 @@ Phase 8/9 implementation completed:
- Provider directory filters can match technician level and taxonomy tags.
- Taxonomy tag pivots track an evidence source, currently `self_declared`, with room for buyer endorsed, completed work, certification verified, and admin verified evidence.
Guided imported-history implementation completed:
- Provider profile editing now includes a guided manual import wizard for Field Nation, WorkMarket, and similar platforms.
- Imports can store platform ID, profile URL, rating, review count, completed jobs, client count, on-time rate, backout rate, work categories, imported endorsement categories, selected review excerpts, notes, and proof attachments.
- Imports have visibility modes: private only, public summary only, public selected reviews, and public proof attachments.
- Public provider profiles only display imported history according to the selected visibility.
- Imported history keeps a separate verification status: unverified, provider attested, admin verified, or needs more proof.
- Admin dashboard includes an imported-history verification queue.
- Imported history remains separate from native TSE reputation.
Available-work safeguards to carry into directory and job-list phases:
- Available jobs should expose pay type, provider terms, schedule type, work type, rough location, buyer reliability, support/contact certification, scope clarity status, and request/quote count.