Planner - Setup and Operations Guide

This single guide replaces all previous setup docs. Follow it end-to-end to configure, run, and operate the app on Windows.

1. Prerequisites

• Node.js 18+ (LTS recommended)
• Git
• Docker Desktop (only if you plan to run with Docker)

2. Install

• Open PowerShell:

cd "D:\Site Workspace\Planner"
npm install

3. Environment

• Create .env from env.example and set:

REACT_APP_SUPABASE_URL=https://YOUR-PROJECT.supabase.co
REACT_APP_SUPABASE_ANON_KEY=YOUR_ANON_KEY

• Test connectivity:

node test-connection.js

4. Run (Dev)

npm start

Open http://localhost:3000

5. Desktop Shortcuts (Windows)

powershell -ExecutionPolicy Bypass -File scripts\create-shortcuts.ps1

Creates:

• Planner (Dev).lnk → npm start
• Planner (Docker).lnk → docker compose up -d
• Planner (Docker Stop).lnk → docker compose down

6. Run with Docker

docker compose up -d

Stop:

docker compose down

7. Project structure

• src/ (React app)
• src/components, src/context, src/services, src/database

Troubleshooting

• Verify .env values and internet access to *.supabase.co
• Reinstall: delete node_modules, run npm install

Platform Capabilities

The Service Engineer Planner (SEP) is a comprehensive ERP-lite solution for field service management:

• Advanced Scheduling: Integrated calendar views with support for multi-step case lifecycles (Travelling, Reached Centre, Installation, etc.).
• Workflow Intelligence: Automated enforcement of business rules, such as preventing multi-city assignments on the same day and highlighting schedule overlaps.
• Role-Based Access (RBAC): Distinct workflows for Admins, Managers, Service Engineers, Executives, and Clients.
• Client & Location ERP: Dedicated modules for managing IVF Hospitals (Clients) and geographic service hubs (Locations).
• Clinical Data Capture: Specialized post-case forms for recording patient counts and embryologist details.

Recent Technical Updates (March 2026)

• Approval System: Implemented a new middleware layer requiring manual Admin/Manager approval for all Service Engineer and Executive signups.
• Schema Evolution: Updated profiles and cases tables to support clinical data, equipment tracking (Laser Details), and approval states.
• UI Refresh: Added dedicated management interfaces for geographic locations and client organizations.
• Security: Restricted case updates to Admins and the specific Engineer assigned to the task.

Google Calendar Integration (Interactive)

1. In Google Cloud Console, create OAuth 2.0 Client ID (Web) and enable Calendar API.
2. Add Authorized JavaScript origins: your dev URL (e.g., http://localhost:3000).
3. Add Authorized redirect URIs: http://localhost:3000.
4. Add to .env:
   • REACT_APP_GOOGLE_CLIENT_ID=...
   • REACT_APP_GOOGLE_API_KEY=...
5. Restart dev server.
6. In the app, open Google Calendar section and click "Connect to Google Calendar".

Supabase Setup and RLS

1. Create project; copy Project URL and anon key to .env.
2. Apply schema: open Supabase SQL Editor, paste contents of src/database/schema.sql, run.
3. Seed users using Admin (service role): set SUPABASE_SERVICE_ROLE_KEY in .env, then run:

   npm run create-users

4. Sign in with created users.

Remove Demo Accounts

• Clear browser localStorage keys engineerUser and demoAuth.
• After users exist in Supabase, login will use real auth and demo fallback won’t trigger.