Service Management

live preview https //myeasyit 6d7a9eeb94b10c7f42d8c webflow\ io/services management overview the services management screen serves as a primary interface within the admin center for authorized client administrators and key decision makers to manage recurring service subscriptions applied across their organization's assets (specifically devices and users) core functionality visibility provides a clear view of which specific service plans (e g , antivirus tiers, backup plans, endpoint security levels) are currently assigned to individual devices or users assignment control allows users with appropriate permissions to change the assigned service plan for an entity within a given service category, selecting from options available under the client's active agreements staging & review changes made by the user are staged locally in the ui, not saved immediately a summary bar calculates and displays the aggregated impact of these staged changes (quantity changes, monthly cost difference) across the entire filtered set of entities users can review these proposed changes before committing apply/discard users can either apply the batch of staged changes (triggering backend updates and potentially billing adjustments) or discard all staged changes to revert to the original state contextual information displays service plan recommendations (based on predefined rules) using visual cues (background colors) to guide users towards optimal configurations indicates when a service assignment is controlled by a policy (disabling manual changes for that specific assignment) and provides details about the policy on hover shows pricing information for each available service option, calculated according to the relevant pricing rules and overrides offers a comparison modal for users to view detailed feature differences between available service plans within a category scoping users can filter the view by entity type (devices/users), location, device type, user group, and search terms to manage assignments efficiently across different segments of their organization essentially, this screen acts as a centralized control panel for managing the assignment and configuration of recurring, per entity services defined within the product catalog and made available through client agreements it bridges the gap between contracted services and their application to specific assets, providing cost transparency and guided recommendations code html javascript / services management page script v2 handles dynamic rendering of the service assignment matrix for devices/users, staging changes, calculating summary costs, handling policy/recommendations, and user interactions like applying changes or viewing details supports tab switching between devices and users / // global state & configuration let originalstate = {}; // stores initial assignments { entityid { categoryid planid } } let stagedchanges = {}; // stores changes { entityid { categoryid { newplanid, originalplanid, } } } let currententitytype = 'device'; // track active tab ('device' or 'user') // mock data (replace with actual data loading mechanism) const pagedata = { organizationdefaults { currency "cad" // default currency for summary calculations }, entities \[ // example entities load dynamically based on filters in real app // devices { id "dev 001", type "device", // entity type name "laptop 001", link "#", details "laptop | john doe | main office", devicetype "laptop", // specific device type locationid "main", assignments { "cat antivirus" "plan av std", "cat endpoint" "plan ep mdr", "cat backup" "plan bkp wks" }, policyassignments { "cat endpoint" "policy laptop default" }, recommendations { "cat antivirus" "plan av std", "cat endpoint" "plan ep mdr", "cat backup" "plan bkp wks" } }, { id "dev 004", type "device", name "laptop 002", link "#", details "laptop | jane doe | remote", devicetype "laptop", locationid "remote a", assignments { "cat antivirus" "none", "cat endpoint" "plan ep mdr", "cat backup" "plan bkp wks" }, policyassignments { "cat endpoint" "policy laptop default" }, recommendations { "cat antivirus" "plan av std", "cat endpoint" "plan ep mdr", "cat backup" "plan bkp wks" } }, { id "dev 003", type "device", name "server main", link "#", details "server | n/a | branch office", devicetype "server", locationid "branch a", assignments { "cat antivirus" "plan av pro", "cat endpoint" "n/a", "cat backup" "plan bkp srv" }, policyassignments" {}, recommendations" { "cat antivirus" "plan av pro", "cat endpoint" null, "cat backup" "plan bkp srv" } }, // users { id "usr 001", type "user", // entity type name "jane smith", link "#", // link to user profile details "sales manager | main office", devicetype null, // not applicable to users locationid "main", assignments { "cat email" "plan email std" }, // only email applies policyassignments {}, recommendations { "cat email" "plan email adv" } // recommend advanced }, { id "usr 002", type "user", name "bob johnson", link "#", details "engineer | engineering", devicetype null, locationid "main", assignments { "cat email" "plan email std" }, // also has standard policyassignments {}, recommendations { "cat email" "plan email std" } // recommend standard } ], visiblecategories { // categories to show per entity type device \["cat antivirus", "cat endpoint", "cat backup"], user \["cat email"] // only show email protection for users }, servicecategories { // category details "cat antivirus" { "name" "antivirus" }, "cat endpoint" { "name" "endpoint security" }, "cat backup" { "name" "backup" }, "cat email" { "name" "email protection" } }, serviceplans { // plan details "none" { categoryid null, name "none", description "no service assigned ", price 0, currency "cad", applicableentitytypes \["device", "user"], applicabledevicetypes null }, "plan av std" { categoryid "cat antivirus", name "standard av", description "core protection ", price 6 00, currency "cad", applicableentitytypes \["device"], applicabledevicetypes \["laptop", "workstation"], comparison attributes {"real time protection" true, "scheduled scans" true, "ransomware rollback" false}, is service management enabled true }, "plan av adv" { categoryid "cat antivirus", name "advanced av", description "adds rollback ", price 12 00, currency "cad", applicableentitytypes \["device"], applicabledevicetypes \["laptop", "workstation"], comparison attributes {"real time protection" true, "scheduled scans" true, "ransomware rollback" true}, is service management enabled true }, "plan av pro" { categoryid "cat antivirus", name "server av pro", description "for servers ", price 25 00, currency "cad", applicableentitytypes \["device"], applicabledevicetypes \["server"], comparison attributes {"real time protection" true, "scheduled scans" true, "ransomware rollback" true}, is service management enabled true }, "plan ep mdr" { categoryid "cat endpoint", name "standard mdr", description "managed detection & response ", price 15 00, currency "cad", applicableentitytypes \["device"], applicabledevicetypes \["laptop", "workstation"], comparison attributes {"threat hunting" true, "incident response" true}, is service management enabled true }, "plan bkp wks" { categoryid "cat backup", name "workstation backup", description "for workstations/laptops ", price 10 00, currency "cad", mandatory true, applicableentitytypes \["device"], applicabledevicetypes \["laptop", "workstation"], comparison attributes {"file backup" true, "system image" false, "cloud storage" "100 gb"}, is service management enabled true }, "plan bkp srv" { categoryid "cat backup", name "server backup", description "for servers ", price 50 00, currency "cad", mandatory false, applicableentitytypes \["device"], applicabledevicetypes \["server"], comparison attributes {"file backup" true, "system image" true, "cloud storage" "1 tb"}, is service management enabled true }, // email plans added "plan email std" { categoryid "cat email", name "standard email security", description "basic email filtering ", price 4 00, currency "cad", applicableentitytypes \["user"], applicabledevicetypes null, comparison attributes {"anti spam" true, "anti phishing" "basic", "archiving" false}, is service management enabled true }, "plan email adv" { categoryid "cat email", name "advanced email security", description "enhanced filtering and archiving ", price 7 00, currency "cad", applicableentitytypes \["user"], applicabledevicetypes null, comparison attributes {"anti spam" true, "anti phishing" "advanced", "archiving" true}, is service management enabled true } }, policies { // policy details "policy laptop default" { name "default laptop policy", description "standard security policy for all company laptops " } }, modaldetails { // data for comparison modals "cat antivirus" { categorydescription "protects against viruses, malware, and other threats ", features \["unit price", "description", "real time protection", "scheduled scans", "ransomware rollback"], plans { // example dynamically generate based on applicable plans "none" { name "none", price 0, currency "cad", description "no protection ", values \["$0 00/mo cad", "no protection applied ", false, false, false] }, "plan av std" { name "standard av", price 6 00, currency "cad", description "core protection ", recommended true, values \["$6 00/mo cad", "core antivirus ", true, true, false] }, "plan av adv" { name "advanced av", price 12 00, currency "cad", description "adds rollback ", values \["$12 00/mo cad", "includes standard ", true, true, true] } } }, "cat endpoint" { categorydescription "advanced endpoint threat detection and response ", features \["unit price", "description", "threat hunting", "incident response"], plans { "none" { name "none", price 0, currency "cad", description "no protection ", values \["$0 00/mo cad", "no protection ", false, false] }, "plan ep mdr" { name "standard mdr", price 15 00, currency "cad", description "managed detection & response ", recommended true, values \["$15 00/mo cad", "managed detection ", true, true] } } }, "cat backup" { categorydescription "secure cloud backup solutions ", features \["unit price", "description", "file backup", "system image", "cloud storage"], plans { "none" { name "none", price 0, currency "cad", description "no backup ", values \["$0 00/mo cad", "no backup ", false, false, "0 gb"] }, "plan bkp wks" { name "workstation backup", price 10 00, currency "cad", description "for laptops/desktops ", recommended true, values \["$10 00/mo cad", "cloud backup ", true, false, "100 gb"] }, "plan bkp srv" { name "server backup", price 50 00, currency "cad", description "for servers ", recommended true, values \["$50 00/mo cad", "cloud backup ", true, true, "1 tb"] } } }, "cat email" { // added email modal details categorydescription "email security and filtering services ", features \["unit price", "description", "anti spam", "anti phishing", "archiving"], plans { "none" { name "none", price 0, currency "cad", description "no protection ", values \["$0 00/mo cad", "no protection ", false, "none", false] }, "plan email std" { name "standard email security", price 4 00, currency "cad", description "basic filtering ", recommended false, values \["$4 00/mo cad", "basic filtering ", true, "basic", false] }, "plan email adv" { name "advanced email security", price 7 00, currency "cad", description "enhanced filtering and archiving ", recommended true, values \["$7 00/mo cad", "enhanced filtering ", true, "advanced", true] } } } } }; const org default currency = pagedata organizationdefaults currency; const conversion rates = { 'cad' 1 0, 'usd' 1 35 }; // example conversion rates // initialization document addeventlistener('domcontentloaded', () => { initializestate(); setupeventlisteners(); rendermatrix(currententitytype); // initial render based on default tab updateuifromstate(); // initialize tippy tooltips if library is loaded if (window\ tippy && typeof tippy === 'function') { tippy('\[data tippy content]', { theme 'custom', animation 'fade', allowhtml true }); } else if (window\ tippy) { // fallback for different tippy loading tippy default('\[data tippy content]', { theme 'custom', animation 'fade', allowhtml true }); } }); function initializestate() { console log("initializing state "); originalstate = {}; stagedchanges = {}; const rows = document queryselectorall('#matrixtablebody tr\[data entity id]'); rows foreach(row => { const entityid = row\ dataset entityid; originalstate\[entityid] = {}; row\ queryselectorall('td\[data category]') foreach(cell => { const categoryid = cell dataset category; const select = cell queryselector('select'); const readonlyassigned = cell dataset assigned; if (select) { originalstate\[entityid]\[categoryid] = select value; } else if (readonlyassigned) { originalstate\[entityid]\[categoryid] = readonlyassigned; } else if (cell classlist contains('cell disabled') || cell textcontent trim() === 'n/a') { originalstate\[entityid]\[categoryid] = 'n/a'; } else { originalstate\[entityid]\[categoryid] = 'none'; } }); }); console log("original state initialized ", json parse(json stringify(originalstate))); } function setupeventlisteners() { console log("setting up event listeners "); // tabs use ids assigned in html document getelementbyid('tab devices')? addeventlistener('click', () => switchentitytype('device')); document getelementbyid('tab users')? addeventlistener('click', () => switchentitytype('user')); // add listener for overview tab if it needs interaction // document queryselector('a\[data w tab="overview"]')? addeventlistener('click', () => { / handle overview click / }); // filters (add listeners if these elements exist and have ids) document getelementbyid('locationfilter')? addeventlistener('change', handlefilterchange); document getelementbyid('devicetypefilter')? addeventlistener('change', handlefilterchange); document getelementbyid('groupfilter')? addeventlistener('change', handlefilterchange); // for users document getelementbyid('searchfilter')? addeventlistener('input', handlefilterchange); // assuming search input has this id // summary area buttons use ids assigned in html document getelementbyid('show service change details')? addeventlistener('click', togglesummarydetails); document getelementbyid('discardchangesbtn')? addeventlistener('click', confirmdiscardchanges); document getelementbyid('applychangesbtn')? addeventlistener('click', confirmapplychanges); // event delegation for table body interactions const tablebody = document getelementbyid('matrixtablebody'); if (tablebody) { // handle dropdown changes tablebody addeventlistener('change', (event) => { if (event target tagname === 'select' && !event target disabled) { const cell = event target closest('td'); const row = cell? closest('tr'); if (!cell || !row) return; const entityid = row\ dataset entityid; const categoryid = cell dataset category; if(entityid && categoryid) { stagechange(entityid, categoryid, event target); } } }); // handle "apply to other " link clicks tablebody addeventlistener('click', (event) => { if (event target classlist contains('apply link')) { event preventdefault(); stageapplysameclass(event target); } // handle clicks on info icons (using onclick attribute is simpler for this) // const infoicon = event target closest(' table compare options'); // if (infoicon && !infoicon hasattribute('onclick')) { } }); } // modal close buttons const servicemodal = document getelementbyid('servicecomparisonmodal'); servicemodal? queryselector(' modal close button')? addeventlistener('click', () => closemodal('servicecomparisonmodal')); servicemodal? queryselector(' button w button')? addeventlistener('click', (e) => { // assuming 'close' button if (e target textcontent tolowercase() === 'close') { closemodal('servicecomparisonmodal'); } }); const confirmationmodal = document getelementbyid('confirmationmodal'); confirmationmodal? queryselector('#confirmationmodalcancelbtn')? addeventlistener('click', () => closemodal('confirmationmodal')); console log("event listeners set up "); } // core functions function rendermatrix(entitytype) { console log(`rendering matrix for ${entitytype}`); const tablehead = document getelementbyid('matrixtablehead'); const tablebody = document getelementbyid('matrixtablebody'); const categories = pagedata visiblecategories\[entitytype] || \[]; // get categories for this view if (!tablehead || !tablebody) { console error("matrix table head or body not found!"); return; } // render header // use appropriate header text based on entitytype const entitycolumnheader = entitytype === 'device' ? 'device' 'user'; let headerhtml = `\<tr class="table header row"> \<th>\<div class="table cell content">\<div class="table heading">${entitycolumnheader}\</div>\</div>\</th>`; categories foreach(catid => { const category = pagedata servicecategories\[catid]; if (category) { headerhtml += ` \<th data category="${catid}"> \<div class="table cell content"> \<div class="table heading">${category name}\</div> \<a href="#" class="table compare options w inline block" onclick="openmodal('servicecomparisonmodal', '${catid}')" title="compare ${category name} options"> \<div class="icon 20 w embed"> \<svg fill="currentcolor" xmlns="http //www w3 org/2000/svg" width="16" height="16" viewbox="0 0 32 32">\<path d="m12 6v6h6v6h6m0 2h6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2h6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2zm26 6v6h 6v6h6m0 2h 6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2h6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2zm12 20v6h6v 6h6m0 2h6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2h6a2 2 0 0 0 2 2v 6a2 2 0 0 0 2 2zm26 20v6h 6v 6h6m0 2h 6a2 2 0 0 0 2 2v6a2 2 0 0 0 2 2h6a2 2 0 0 0 2 2v 6a2 2 0 0 0 2 2z">\</path>\</svg> \</div> \</a> \</div> \</th>`; } }); headerhtml += `\</tr>`; // add filter row html if it's static in your template, otherwise generate here tablehead innerhtml = headerhtml; // render body tablebody innerhtml = ''; // clear existing rows const filteredentities = pagedata entities filter(e => e type === entitytype); // filter entities by type if (filteredentities length === 0) { const row = tablebody insertrow(); const cell = row\ insertcell(); cell colspan = categories length + 1; cell innerhtml = `\<div class="table cell content">\<div class="table data center">no ${entitytype}s found matching filters \</div>\</div>`; cell classname = 'table cell'; // use webflow class return; } filteredentities foreach((entity, index) => { const row = tablebody insertrow(); row\ classname = 'table row'; // use webflow class if (index === filteredentities length 1) row\ classlist add('last row'); row\ dataset entityid = entity id; row\ dataset entitytype = entity devicetype || entity type; // cell 1 entity info const cellinfo = row\ insertcell(); cellinfo classname = 'table cell'; // use webflow class cellinfo innerhtml = ` \<div class="table cell content"> \<div> \<div>\<a href="${entity link || '#'}" class="w inline block">${entity name}\</a>\</div> \<div class="text small">${entity details}\</div> \</div> \</div>`; // subsequent cells service categories categories foreach(catid => { const cell = row\ insertcell(); cell classname = 'table cell'; // use webflow class cell dataset category = catid; // add data attributes needed for policy/readonly checks within the helper const policyid = entity policyassignments\[catid]; if (policyid) { cell dataset policyassigned = 'true'; cell dataset policyname = pagedata policies\[policyid]? name || 'unknown policy'; } const assignedplanid = originalstate\[entity id]? \[catid]; // use initial state for render setup const plandetails = pagedata serviceplans\[assignedplanid]; if (plandetails? mandatory){ cell dataset assigned = assignedplanid; cell dataset price = plandetails price; cell dataset currency = plandetails currency; } if (entity recommendations\[catid]){ cell dataset recommended = entity recommendations\[catid]; } cell innerhtml = createservicecellhtml(entity, catid); // generate cell content }); }); updateuifromstate(); // update visuals after rendering } function createservicecellhtml(entity, categoryid) { // this function remains the same as the previous version // it determines applicability, checks for mandatory/policy, and generates // html for n/a, read only, policy disabled select, or standard select + apply link const assignment = originalstate\[entity id]? \[categoryid]; // use original state for initial render setup const policyid = entity policyassignments\[categoryid]; const policydetails = policyid ? pagedata policies\[policyid] null; const entitydevicetype = entity devicetype || null; // filter applicable plans for this specific entity and category const applicableplans = object entries(pagedata serviceplans) filter((\[planid, plan]) => plan is service management enabled && // check the new flag planid !== 'none' && plan categoryid === categoryid && plan applicableentitytypes includes(entity type) && (!plan applicabledevicetypes || !entitydevicetype || plan applicabledevicetypes includes(entitydevicetype)) ) map((\[planid, plan]) => ({ id planid, plan })); // is the currently assigned plan mandatory? const assignedplan = assignment && assignment !== 'none' && assignment !== 'n/a' ? pagedata serviceplans\[assignment] null; const ismandatory = assignedplan? mandatory === true; // is the category generally applicable? (are there any plans at all?) // check if assignment is explicitly n/a from data source (e g , server for endpoint) const isnotapplicable = assignment === 'n/a'; if (isnotapplicable) { // add webflow classes if needed return `\<div class="table cell content cell disabled">\<div class="table data center wrap text">n/a\</div>\</div>`; } if (ismandatory) { // add webflow classes if needed return `\<div class="table cell content cell readonly"> ${assignedplan name} ${formatcurrency(assignedplan price, assignedplan currency)}/mo \<svg xmlns="http //www w3 org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentcolor" stroke width="2" stroke linecap="round" stroke linejoin="round" class="inline block w 4 h 4 text gray 400 ml 1">\<rect width="18" height="11" x="3" y="11" rx="2" ry="2"/>\<path d="m7 11v7a5 5 0 0 1 10 0v4"/>\</svg> \</div>`; } if (policydetails) { const currentplan = assignedplan || pagedata serviceplans\['none']; // add webflow classes service selection cell, dropdown, dropdown closed, table filter etc return `\<div class="service selection cell"> \<select class="dropdown closed table filter" disabled> \<option value="${assignment || 'none'}" data price="${currentplan price}" data currency="${currentplan currency}" selected>${currentplan name} ${formatcurrency(currentplan price, currentplan currency)}/mo\</option> \</select> \<span class="policy indicator" title="assigned by ${policydetails name}" data tippy content="assigned by ${policydetails name}"> \<svg xmlns="http //www w3 org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentcolor" stroke width="2" stroke linecap="round" stroke linejoin="round" class="inline block w 4 h 4">\<path d="m12 22s8 4 8 10v5l 8 3 8 3v7c0 6 8 10 8 10z"/>\<path d="m9 12 2 2 4 4"/>\</svg> \</span> \</div>`; } // standard dropdown const allownone = !applicableplans some(p => p mandatory); let optionshtml = ''; if (allownone) { const noneplan = pagedata serviceplans\['none']; optionshtml += `\<option value="none" data price="${noneplan price}" data currency="${noneplan currency}" ${assignment === 'none' || !assignment ? 'selected' ''}>${noneplan name} ${formatcurrency(noneplan price, noneplan currency)}/mo\</option>`; } applicableplans foreach(plan => { // todo implement dynamic pricing const displayprice = plan price; const displaycurrency = plan currency; optionshtml += `\<option value="${plan id}" data price="${displayprice}" data currency="${displaycurrency}" ${assignment === plan id ? 'selected' ''}>${plan name} ${formatcurrency(displayprice, displaycurrency)}/mo\</option>`; }); if (assignment && assignment !== 'none' && !applicableplans some(p => p id === assignment) && !assignedplan? mandatory) { optionshtml += `\<option value="${assignment}" data price="${assignedplan? price || 0}" data currency="${assignedplan? currency || org default currency}" selected disabled>${assignedplan? name || assignment} (legacy) ${formatcurrency(assignedplan? price || 0, assignedplan? currency || org default currency)}/mo\</option>`; } if (!optionshtml && allownone) { // if only 'none' was possible but no other plans const noneplan = pagedata serviceplans\['none']; optionshtml += `\<option value="none" data price="${noneplan price}" data currency="${noneplan currency}" selected>${noneplan name} ${formatcurrency(noneplan price, noneplan currency)}/mo\</option>`; } else if (!optionshtml && !allownone) { // no applicable plans and none not allowed > treat as n/a return `\<div class="table cell content cell disabled">\<div class="table data center wrap text">n/a\</div>\</div>`; } // add webflow classes service selection cell, dropdown, dropdown closed, table filter etc return `\<div class="service selection cell"> \<select id="serviceselect ${entity id} ${categoryid}" class="dropdown closed table filter"> ${optionshtml} \</select> \<a href="#" class="apply link hidden" onclick="stageapplysameclass(this)">apply to other ${entity devicetype || entity type}s\</a> \</div>`; } function updatecellvisuals() { // this function remains the same as the previous version // it adds/removes 'cell staged' border and 'bg rec ' background classes // to the \<td> elements based on stagedchanges and recommendations // it also toggles the visibility of the ' apply link' const rows = document queryselectorall('#matrixtablebody tr\[data entity id]'); rows foreach(row => { const entityid = row\ dataset entityid; row\ queryselectorall('td\[data category]') foreach(cell => { const categoryid = cell dataset category; const isstaged = stagedchanges\[entityid]? \[categoryid]? isstaged; const currentserviceid = getcurrentserviceid(entityid, categoryid); const recommendedserviceid = cell dataset recommended; const ispolicyassigned = cell dataset policyassigned === 'true'; const isreadonly = cell classlist contains('cell readonly'); const isdisabled = cell classlist contains('cell disabled'); cell classlist remove('cell staged', 'bg rec match', 'bg rec none', 'bg rec differs'); cell style backgroundcolor = ''; if (isstaged) cell classlist add('cell staged'); if (!isdisabled && !isreadonly) { if (currentserviceid === 'none') cell classlist add('bg rec none'); else if (recommendedserviceid && currentserviceid === recommendedserviceid) cell classlist add('bg rec match'); else if (currentserviceid !== 'none' && recommendedserviceid && currentserviceid !== recommendedserviceid) cell classlist add('bg rec differs'); } else if (isreadonly) { const originalservice = originalstate\[entityid]? \[categoryid]; if (originalservice === 'none') cell classlist add('bg rec none'); else if (recommendedserviceid && originalservice === recommendedserviceid) cell classlist add('bg rec match'); else if (recommendedserviceid && originalservice !== recommendedserviceid) cell classlist add('bg rec differs'); } const applylink = cell queryselector(' apply link'); if (applylink) { const selectelement = cell queryselector('select'); if (isstaged && selectelement && selectelement value !== 'none' && !ispolicyassigned) { const entitytypedisplay = row\ dataset entitytype || 'items'; applylink textcontent = `apply to other ${entitytypedisplay}s`; applylink classlist remove('hidden'); } else { applylink classlist add('hidden'); } } }); }); } function updatesummaryarea() { // updated to filter by currententitytype const summarybody = document getelementbyid('summarychangestablebody'); const prevtotalel = document getelementbyid('summaryprevtotalcost'); const newtotalel = document getelementbyid('summarynewtotalcost'); const totalchangeel = document getelementbyid('device total cost changes'); // use user id if (!summarybody || !prevtotalel || !newtotalel || !totalchangeel) { console error("summary area elements not found! cannot update "); return; } summarybody innerhtml = ''; let overallprevcost = 0, overallnewcost = 0; const summarydata = {}; object keys(originalstate) foreach(entityid => { // added filter only include entities matching the current view type const entitydata = pagedata entities find(e => e id === entityid); // find entity data to check its type if (!entitydata || entitydata type !== currententitytype) { return; // skip entities not matching the current tab view } // end added filter object keys(originalstate\[entityid]) foreach(categoryid => { // only consider categories visible for the current entity type if (!pagedata visiblecategories\[currententitytype]? includes(categoryid)) return; const originalplanid = originalstate\[entityid]\[categoryid]; const stageddata = stagedchanges\[entityid]? \[categoryid]; const currentplanid = stageddata? isstaged ? stageddata newplanid originalplanid; // get price data based on current/original state const originalplandata = getservicedataforstate(entityid, categoryid, false); // get original data const currentplandata = getservicedataforstate(entityid, categoryid, true); // get current/staged data const originalcostcad = converttoorgcurrency(originalplandata price, originalplandata currency); const currentcostcad = converttoorgcurrency(currentplandata price, currentplandata currency); overallprevcost += originalcostcad; overallnewcost += currentcostcad; // aggregate previous state if (originalplanid && originalplanid !== 'none' && originalplanid !== 'n/a') { if (!summarydata\[originalplanid]) summarydata\[originalplanid] = { name getservicename(originalplanid, entityid, categoryid), prevqty 0, newqty 0, prevcost 0, newcost 0, unitprice originalplandata price, currency originalplandata currency }; summarydata\[originalplanid] prevqty++; summarydata\[originalplanid] prevcost += originalcostcad; } // aggregate current state if (currentplanid && currentplanid !== 'none' && currentplanid !== 'n/a') { if (!summarydata\[currentplanid]) summarydata\[currentplanid] = { name getservicename(currentplanid, entityid, categoryid), prevqty 0, newqty 0, prevcost 0, newcost 0, unitprice currentplandata price, currency currentplandata currency }; summarydata\[currentplanid] newqty++; summarydata\[currentplanid] newcost += currentcostcad; } }); }); // populate summary table (same as before) let haschanges = false; object values(summarydata) foreach(data => { if (data prevqty !== data newqty || data prevcost !== data newcost) { haschanges = true; const row = summarybody insertrow(); row\ classname = 'table row'; const monthlychange = data newcost data prevcost; // using user's table structure row\ innerhtml = ` \<td class="table cell">\<div class="table cell content">\<div class="table data">${data name}\</div>\</div>\</td> \<td class="table cell">\<div class="table cell content">\<div class="table data center">${data prevqty}\</div>\</div>\</td> \<td class="table cell ${data prevqty !== data newqty ? 'highlight change' ''}">\<div class="table cell content">\<div class="table data center">${data newqty}\</div>\</div>\</td> \<td class="table cell">\<div class="table cell content">\<div class="table data right">${formatcurrency(data unitprice, data currency)}\</div>\</div>\</td> \<td class="table cell">\<div class="table cell content">\<div class="table data right">${formatcurrency(data prevcost, org default currency)}\</div>\</div>\</td> \<td class="table cell ${data prevcost !== data newcost ? 'highlight change' ''}">\<div class="table cell content">\<div class="table data right">${formatcurrency(data newcost, org default currency)}\</div>\</div>\</td> \<td class="table cell ${monthlychange !== 0 ? 'highlight change' ''}">\<div class="table cell content">\<div class="table data right ${monthlychange > 0 ? 'success text' monthlychange < 0 ? 'danger text' ''}">${monthlychange >= 0 ? '+' ''}${formatcurrency(monthlychange, org default currency)}\</div>\</div>\</td> `; } }); if (!haschanges && object keys(stagedchanges) length === 0) { summarybody innerhtml = '\<tr>\<td colspan="7" class="table cell">\<div class="table cell content">\<div class="table data center text gray 500 py 4">no changes staged yet \</div>\</div>\</td>\</tr>'; } // update overall totals (same as before) const totalchange = overallnewcost overallprevcost; prevtotalel textcontent = formatcurrency(overallprevcost, org default currency); newtotalel textcontent = formatcurrency(overallnewcost, org default currency); totalchangeel textcontent = `${totalchange >= 0 ? '+' ''}${formatcurrency(totalchange, org default currency)}`; totalchangeel classname = `text span 3 ${totalchange > 0 ? 'success text' totalchange < 0 ? 'danger text' ''}`; updateactionbuttons(); } // helper to get service data for original or current/staged state function getservicedataforstate(entityid, categoryid, usecurrentstaged) { const planid = usecurrentstaged ? getcurrentserviceid(entityid, categoryid) originalstate\[entityid]? \[categoryid]; const stageddata = stagedchanges\[entityid]? \[categoryid]; // if using current/staged and it is staged, use staged price info if (usecurrentstaged && stageddata? isstaged) { return { serviceid stageddata newplanid, price stageddata newprice, currency stageddata currency }; } // otherwise (using original state, or using current state but it's not staged), get data based on planid const plan = pagedata serviceplans\[planid]; if (plan) { // todo incorporate override price logic here if needed for original state display? // currently assumes original state uses base/calculated price return { serviceid planid, price plan price, currency plan currency }; } // fallback for 'n/a' or 'none' or missing plan return { serviceid planid || 'n/a', price 0, currency org default currency }; } // other functions (updateactionbuttons, updatepaginationcounts, stagechange, stageapplysameclass, clearstagedchanges, confirm , applychanges, togglesummarydetails, openmodal, closemodal, populatecomparisonmodal, showconfirmation, getcurrent , convert , format , getservicename ) // remain largely the same as the previous version, ensuring they use the correct ids and handle select elements where needed // include full implementations of all remaining functions here // (copy from previous complete js versions, ensuring correct ids and logic) function updateactionbuttons() { const hasstagedchanges = object keys(stagedchanges) length > 0; document getelementbyid('applychangesbtn') disabled = !hasstagedchanges; document getelementbyid('discardchangesbtn') disabled = !hasstagedchanges; } function updatepaginationcounts() { const visiblerows = document queryselectorall('#matrixtablebody tr\[data entity id]\ not(\[style ="display none"])'); const currententitytype = document getelementbyid('entitycolumnheader')? textcontent || currententitytype; let totalfilteredcount = 0; object keys(originalstate) foreach(entityid => { const entity = pagedata entities find(e => e id === entityid); if (entity && entity type === currententitytype) { totalfilteredcount++; } }); const paginationendel = document getelementbyid('pagination end'); // assumes this id exists const paginationtotalel = document getelementbyid('pagination total'); // assumes this id exists const paginationtextel = document queryselector(' paginaton total items div'); // use selector from user html if(paginationendel) paginationendel textcontent = visiblerows length; if(paginationtotalel) paginationtotalel textcontent = totalfilteredcount; if (paginationtextel) { paginationtextel textcontent = `${totalfilteredcount > 0 ? 1 0}–${visiblerows length} of ${totalfilteredcount} items`; } } function clearstagedchanges(prompt = true) { if (prompt && object keys(stagedchanges) length > 0 && !confirm("are you sure you want to discard all unsaved changes?")) return; console log("discarding changes "); stagedchanges = {}; object keys(originalstate) foreach(entityid => { const row = document queryselector(`#matrixtablebody tr\[data entity id='${entityid}']`); if (!row) return; object keys(originalstate\[entityid]) foreach(categoryid => { const originalplanid = originalstate\[entityid]\[categoryid]; const cell = row\ queryselector(`td\[data category='${categoryid}']`); const selectelement = cell? queryselector('select'); if (selectelement && !selectelement disabled) { selectelement value = originalplanid; } }); }); document getelementbyid('service change details')? classlist add('hidden'); document getelementbyid('show service change details')? textcontent = 'show details'; document queryselectorall(' apply link') foreach(link => link classlist add('hidden')); updateuifromstate(); console log("changes discarded "); } function confirmdiscardchanges() { showconfirmation("discard changes", "are you sure you want to discard all unsaved changes?", () => clearstagedchanges(false)); } function confirmapplychanges() { const changecount = object keys(stagedchanges) reduce((count, entityid) => count + object keys(stagedchanges\[entityid]) length, 0); const totalchangespan = document getelementbyid('device total cost changes'); const totalchangestring = totalchangespan ? totalchangespan textcontent '$0 00'; showconfirmation("apply changes", `apply ${changecount} staged change(s) with a total monthly cost impact of ${totalchangestring}?`, applychanges); } function applychanges() { console log("applying changes (mock) ", json parse(json stringify(stagedchanges))); const changecount = object keys(stagedchanges) length; alert(`mockup applied changes for ${changecount} entities successfully!`); object keys(stagedchanges) foreach(entityid => { if (originalstate\[entityid]) { object keys(stagedchanges\[entityid]) foreach(categoryid => { const change = stagedchanges\[entityid]\[categoryid]; if (originalstate\[entityid]\[categoryid] !== undefined) { originalstate\[entityid]\[categoryid] = change newplanid; } }); } }); stagedchanges = {}; document getelementbyid('service change details')? classlist add('hidden'); document getelementbyid('show service change details')? textcontent = 'show details'; document queryselectorall(' apply link') foreach(link => link classlist add('hidden')); updateuifromstate(); console log("changes applied and state updated "); console log("new original state ", originalstate); } function togglesummarydetails() { const detailsdiv = document getelementbyid('service change details'); const togglebtn = document getelementbyid('show service change details'); if (!detailsdiv || !togglebtn) return; detailsdiv classlist toggle('hidden'); togglebtn textcontent = detailsdiv classlist contains('hidden') ? 'show details' 'hide details'; } function openmodal(modalid, categoryid = null) { console log(`opening modal ${modalid}, category ${categoryid}`); const modal = document getelementbyid(modalid); if (!modal) { console error(`modal with id ${modalid} not found `); return; } if (modalid === 'servicecomparisonmodal' && categoryid) { populatecomparisonmodal(categoryid); } modal style display = 'block'; // use 'block' or 'flex' depending on modal css } function closemodal(modalid) { const modal = document getelementbyid(modalid); if (modal) { modal style display = 'none'; } } function showconfirmation(title, text, onconfirmcallback) { const modal = document getelementbyid('confirmationmodal'); const titleel = document getelementbyid('confirmationmodaltitle'); const textel = document getelementbyid('confirmationmodaltext'); const confirmbtn = document getelementbyid('confirmationmodalconfirmbtn'); if (!modal || !titleel || !textel || !confirmbtn) { console error("confirmation modal elements not found! using basic confirm "); if (confirm(text)) { onconfirmcallback(); } return; } titleel textcontent = title; textel textcontent = text; const newconfirmbtn = confirmbtn clonenode(true); confirmbtn parentnode replacechild(newconfirmbtn, confirmbtn); newconfirmbtn onclick = () => { onconfirmcallback(); closemodal('confirmationmodal'); }; openmodal('confirmationmodal'); } window\ onclick = (event) => { // close modals on background click const servicemodal = document getelementbyid('servicecomparisonmodal'); const confirmmodal = document getelementbyid('confirmationmodal'); if (event target == servicemodal || event target == confirmmodal) { closemodal(event target id); } } function getcurrentserviceid(entityid, categoryid) { if (stagedchanges\[entityid]? \[categoryid]? isstaged) { return stagedchanges\[entityid]\[categoryid] newplanid; } const cell = document queryselector(`tr\[data entity id='${entityid}'] td\[data category='${categoryid}']`); const selectelement = cell? queryselector('select'); if (selectelement) { return selectelement value; } return originalstate\[entityid]? \[categoryid] ?? 'n/a'; } function converttoorgcurrency(price, currency) { const rate = conversion rates\[currency] || 1 0; return (price rate); } function formatcurrency(value, currencycode) { return `${currencycode === 'usd' ? '$' '$'}${number(value || 0) tofixed(2)} ${currencycode}`; } function getservicename(planid, entityid, categoryid) { if (!planid || planid === 'none' || planid === 'n/a') return 'none'; const plan = pagedata serviceplans\[planid]; if (plan) return plan name; const cell = document queryselector(`tr\[data entity id='${entityid}'] td\[data category='${categoryid}']`); const option = cell? queryselector(`select option\[value='${planid}']`); if (option) { return option textcontent split(' ')\[0] trim(); } const readonlycell = document queryselector(`tr\[data entity id='${entityid}'] td cell readonly\[data category='${categoryid}']\[data assigned='${planid}']`); if(readonlycell) { return readonlycell textcontent split(' ')\[0] trim(); } return planid; } backend logic, api, & required ids this document outlines the backend logic, data processing requirements, necessary api endpoints, and required html element ids to support the services management user interface 1\ introduction & goal the primary goal of this feature is to allow authorized client administrators to view, manage, and apply contracted service assignments to their organization's devices and users efficiently, while understanding recommendations, policy impacts, and cost implications 2\ ui components & expected behavior (summary) filters allow users to scope the view by entity type (devices/users), location (hierarchical), device type (if devices selected), group/team (if users selected), and free text search applying filters refreshes the main matrix and resets any pending (staged) changes tabs switch between "overview", "devices", and "users" views the "overview" tab provides high level summaries, while "devices" and "users" show the detailed management matrix management matrix displays filtered entities (devices or users) as rows displays applicable service categories (derived from products category where is service management enabled=true and available via agreementadditions ) as columns cells contain dropdowns ( \<select> ) for selecting service plans (products) dropdowns list applicable plans for the specific entity/category, including price a "none" option is available unless a mandatory service applies cells are visually styled based on the selected plan's alignment with recommendations (green match, amber differs, red none) policy assigned cells show a disabled dropdown and a policy indicator icon with a tooltip showing the policy name cells representing mandatory services (e g , products is mandatory=true ) show read only text and a lock icon cells where a category doesn't apply to the entity type show "n/a" changing a dropdown stages the change (doesn't save immediately) and highlights the cell border ( cell staged ) an "apply to other \[type]s" link appears below a dropdown after a change is staged (excluding "none" or policy assignments) collapsible summary bar fixed at the bottom of the viewport collapsed view shows "review proposed changes" title, the calculated total monthly change (cost difference between original and staged states), a "show/hide details" toggle, and "discard"/"apply" buttons (disabled initially) expanded view reveals a detailed table comparing previous vs new quantities and costs for each affected service plan across the entire filtered entity set , plus an overall totals box (previous total cost, new total cost) modals service comparison modal triggered by info icons in matrix headers shows a comparison table of features (from products comparison attributes ) for applicable plans within that category, highlighting the recommended plan confirmation modal used for apply, discard, and potentially apply to same class actions 3\ required html element ids (for javascript functionality) the accompanying javascript ( service management full js v2 ) relies on specific id attributes being present on certain html elements to function correctly please ensure the following ids are added to your html structure tabs tab devices on the clickable element (e g , \<a> ) for the "devices" tab tab users on the clickable element (e g , \<a> ) for the "users" tab (optional) entitytypetabs on the container holding the tab links (e g , tabs menu ) if needed for advanced styling/logic filters (example ids adjust if necessary) locationfilter on the \<select> element for location filtering devicetypefilter on the \<select> element for device type filtering groupfilter on the \<select> element for group/team filtering (if applicable for users) searchfilter on the \<input type="text"> element for free text search matrix table matrixtablehead on the \<thead> element of the main matrix table matrixtablebody on the \<tbody> element of the main matrix table entitycolumnheader on the \<span> or \<div> inside the first header cell ( \<th> ) whose text should change between "device" and "user" (note individual rows \<tr> , cells \<td> , and dropdowns \<select> do not need unique ids, but rows require data entity id and data entity type , and cells require data category attributes as described in the data model ) summary area (bottom bar) device total cost changes on the \<span> element displaying the calculated "total change +/ $x xx" (using id from your html snippet) show service change details on the \<button> or \<a> element used to toggle the details view (using id from your html snippet) service change details on the \<div> container holding the collapsible content (the detailed changes table and the overall totals box) (using id from your html snippet) summarychangestablebody on the \<tbody> element of the detailed changes table inside service change details summaryoveralltotalscontainer on the container (e g , \<div> or \<table> ) holding the previous/new total cost display inside service change details summaryprevtotalcost on the \<span> or \<td> displaying the "previous total monthly cost" value inside summaryoveralltotalscontainer summarynewtotalcost on the \<span> or \<td> displaying the "proposed new total monthly cost" value inside summaryoveralltotalscontainer discardchangesbtn on the "discard" \<button> or \<a> applychangesbtn on the "apply" \<button> or \<a> modals servicecomparisonmodal on the main container element for the service comparison modal (e g , modal background or modal container ) servicecomparisonmodaltitle on the \<h1> or \<h2> element displaying the modal's title servicecomparisonmodaltablehead on the \<thead> element of the comparison table inside the modal servicecomparisonmodaltablebody on the \<tbody> element of the comparison table inside the modal (ensure modal close buttons have onclick="closemodal('servicecomparisonmodal')" or equivalent event listeners) confirmationmodal on the main container element for the generic confirmation modal confirmationmodaltitle on the \<h1> or \<h2> element for the confirmation title confirmationmodaltext on the \<p> element displaying the confirmation message confirmationmodalconfirmbtn on the "confirm" button inside the confirmation modal confirmationmodalcancelbtn on the "cancel" button inside the confirmation modal (should have onclick="closemodal('confirmationmodal')" ) pagination (optional js currently only reads counts) pagination end on the \<span> showing the end number of items displayed (e g , the '10' in "1 10 of 103") pagination total on the \<span> showing the total number of items (e g , the '103' in "1 10 of 103") (the main pagination text 1 x of y items can be targeted via its parent container class if needed, e g , paginaton total items div ) 4\ backend logic data preparation (for matrix rendering) to populate the matrix for a given client org id and applied filters, the backend must perform these steps identify client & agreement determine the active agreements for the client org id filter entities fetch devices or users matching the client org id and the active ui filters (location, type/group, search) apply pagination determine visible categories query products joined with agreementadditions (for the client's active agreements) filter where products product type = 'service' and products is service management enabled = true filter where products applicable entity types contains the selected currententitytype ('device' or 'user') get the distinct products category values these form the matrix columns store category names/ids process each entity (for the current page) for each device/user record fetch current assignments query deviceserviceassignments or userserviceassignments for this entity id and the visible service category id s store the assigned product id , assignment method , policy assignment source ref , override price , override currency code fetch recommendations query servicerecommendations based on the entity's context (org, location, devicetype, tags potentially linked to user groups) for visible categories determine the highest priority recommended product id for each category fetch applicable plans & pricing for each visible category query products again, filtering by category , product type='service' , is service management enabled=true , applicable entity types , and applicable device types (matching the specific entity's type) further filter these products based on whether they exist in the client's agreementadditions for each resulting applicable plan (product) calculate price determine the final price using the hierarchy check device/userserviceassignments override price for the current assignment (if any) check agreementadditions unit price override for this product/agreement evaluate pricingrules based on location > agreement > org > msp hierarchy use products unit price as the base determine the correct currency code fetch policy details if policy assignment source ref is present, fetch the corresponding policy name (e g , from tags or other policy tables) for the tooltip assemble frontend data construct the json payload (similar to pagedata example) containing filtered entity list with their details, current assignments, recommendations, and policy info list of visible service categories (column headers) list of all potentially applicable service plans (for dropdowns) with their calculated price/currency for the context (though price might be better calculated per cell if highly variable) data for modaldetails organizationdefaults pagination metadata (total items, total pages) initial summary calculation results (prev qty/cost, new qty/cost, totals) based only on the current db state (no staged changes yet) 5\ backend logic handling actions apply staged changes receives a batch of changes from the frontend (e g , \[{ entityid 'dev 001', categoryid 'cat antivirus', newplanid 'plan av adv' }, ] ) for each change item validate the change (e g , is the plan applicable? is the entity still valid?) determine the correct assignment method ('manual') find the existing record in deviceserviceassignments or userserviceassignments for the entityid and categoryid if newplanid is 'none' or null if a record exists, delete it or set assigned product id = null if newplanid is a valid product id if a record exists, update assigned product id , assignment method (to 'manual'), assigned by user id , updated at , and clear policy assignment source ref , override price , override currency code if no record exists, insert a new record with the details perform all updates within a transaction log the changes in auditlog trigger any necessary downstream events (e g , billing updates, agent commands) return success/failure status to the frontend calculate summary data this calculation powers the bottom summary bar and needs to reflect the entire filtered set of entities, not just the current page displayed in the matrix the backend needs to get the list of all entity ids matching the current filters (ignoring pagination) fetch the originalstate (current assignments) for all these entities from device/userserviceassignments receive the stagedchanges object from the frontend (or recalculate based on request if staging happens server side) iterate through all filtered entities determine the 'previous' assigned plan (from originalstate ) determine the 'new' assigned plan (from stagedchanges if present, otherwise from originalstate ) calculate the 'previous' price for the original plan (using the full pricing logic) calculate the 'new' price for the new plan (using the full pricing logic, considering potential override price from staging data if applicable) convert both prices to the organization's default currency aggregate these previous/new costs and quantities per product id across all filtered entities calculate the overall previous total, new total, and total change return this aggregated data to the frontend to populate the summary bar (both collapsed and expanded views) performance note calculating this summary across potentially thousands of entities on every staged change can be expensive consider calculating only when the summary details are expanded performing calculations asynchronously optimizing database queries heavily handling "apply to same class" the frontend identifies the source entity, selected plan, and entity type the frontend finds other visible entities of the same type the frontend stages the changes locally in its stagedchanges object the backend only gets involved when the main "apply changes" button is clicked, processing the bulk changes as described above (alternatively, a dedicated backend endpoint could perform the staging if frontend state management is too complex) 6\ api endpoint requirements (conceptual) get /api/v1/orgs/{orgid}/services/management purpose fetch initial data to render the matrix and summary query params entitytype (device/user), locationfilter , devicetypefilter , groupfilter , search , page , pagesize response body json object similar to pagedata , containing paginated list of entities matching filters, including their current assignments, recommendations, policy info list of visiblecategories for the columns details of applicable serviceplans (including calculated price for the context) data for modaldetails organizationdefaults pagination metadata (total items, total pages) initial summary calculation results (prev qty/cost, new qty/cost, totals) based only on the current db state (no staged changes yet) post /api/v1/orgs/{orgid}/services/assignments/apply purpose apply a batch of staged changes request body array of change objects \[{ entityid, entitytype, categoryid, newplanid, overrideprice?, overridecurrency? }, ] response body success/failure status, potentially updated summary totals, or error details post /api/v1/orgs/{orgid}/services/summary (optional/alternative) purpose recalculate the summary bar data based on current filters and provided staged changes (useful if frontend cannot reliably calculate across all filtered entities) request body { filters { }, stagedchanges { } } response body json object with aggregated summary data (prev/new qty/cost per service, overall totals) get /api/v1/orgs/{orgid}/services/categories/{categoryid}/comparison (optional) purpose fetch data specifically for the comparison modal query params entitytype (device/user), devicetype (optional) response body json object for the specific category's modaldetails (alternatively, include all modal data in the initial page load) 7\ key considerations permissions (rbac) implement strict checks based on userroleassignments and rolepermissions who can view the services management page? who can stage changes (modify dropdowns)? who can click "apply changes"? (this might be a more restricted permission) filtering should also respect user scope (e g , only show locations/devices the user manages) performance the summary calculation across all filtered entities is the main performance concern optimize database queries, consider caching, and potentially use asynchronous calculation or calculate only on demand (when details expanded or apply clicked) indexing relevant database columns is crucial error handling provide clear feedback for api errors, calculation failures, or partial successes during batch updates conflict resolution define how conflicting recommendations or policies are resolved (likely based on priority fields) ensure the backend consistently applies the highest priority rule auditing log all assignment changes (manual or applied batch) in auditlog , including who made the change, when, and the previous/new state database schema & logic this document details how the database schema supports the services management page, including data flow, key table roles, and logic for core features 1\ purpose of the feature the services management screen allows authorized client administrators to view, assign, and manage specific contracted services (represented as products) to devices and users within their organization it highlights recommended configurations, shows policy driven assignments, and provides a summary of quantity and cost changes before applying them 2\ core data model & key tables the functionality relies on the interplay of several tables organizations defines the client organization and potentially the managing msp holds defaults like currency and links to default pricing/agreements locations defines client sites, which can have specific pricing rules devices represents the physical or virtual devices being managed key column device type users represents the users being managed products the central catalog containing hardware, software, and crucially, service definitions product type = 'service' identifies service items is service management enabled = true flags services manageable on this screen category groups services (e g , 'antivirus', 'backup') and defines the matrix columns applicable entity types , applicable device types define target scope comparison attributes stores data for the comparison modal is mandatory flags services that cannot be unassigned ('none' not allowed) unit price , default currency code provide base pricing agreements defines the contract between the msp and the client can link to specific rate sheets, pricing rule sets, etc agreementadditions links specific products (including services) to an agreement , making them available to the client, potentially with quantity limits or price overrides deviceserviceassignments (new) tracks the current assignment of a specific service product to a specific device for a given service category stores override prices and assignment method (manual/policy) userserviceassignments (new) tracks the current assignment of a specific service product to a specific user for a given service category servicerecommendations (new) stores rules defining the recommended service product for different scopes (org, location, devicetype, etc ) within a category drives ui highlighting pricingrulesets / pricingrules define complex pricing adjustments based on various criteria (org, location, product, etc ) referenced by organizations , locations , agreements tags / devicetags / usertags used for grouping entities policy tables (e g , tagcompliancepolicyassignments , tagpatchpolicyassignments , etc ) these existing tables (or similar ones defining service policies) are referenced via policy assignment source ref in the assignment tables to indicate why an assignment is policy driven 3\ defining services and categories (groups) service definition a record in the products table with product type = 'service' and is service management enabled = true category definition the value in the products category column for these service products defines the category (e g , 'antivirus', 'backup') distinct categories applicable to the client (via agreementadditions ) and the selected entity type become the columns in the ui matrix 4\ determining applicability entity type (device/user) the products applicable entity types array (e g , {'device', 'user'} ) determines if a service product can fundamentally be assigned to a device or a user the backend filters products based on the selected ui tab (devices or users) device type for devices, the products applicable device types array (e g , {'laptop', 'workstation'} ) further restricts applicability if the array is null, it applies to all device types matching the applicable entity types the backend filters dropdown options based on the devices device type of the specific row agreement a service product must typically be linked to the client's active agreements via the agreementadditions table to be considered available for assignment on this screen 5\ tracking assignments (manual vs policy) core tables deviceserviceassignments and userserviceassignments are the source of truth for the current state assigned product id this column holds the product id of the currently assigned service plan if it's null , it means "none" is assigned for that service category id assignment method indicates how the assignment was set 'manual' set directly by a user via this screen 'policy' set automatically based on a policy (e g , linked via tags) the ui dropdown should be disabled 'default' assigned automatically as a default (e g , based on org settings), potentially overridable policy assignment source ref if assignment method = 'policy' , this field should contain a reference identifying the specific policy rule or assignment record that enforced this state (e g , tagpolicyassignment 12345 , orgdefault\ antivirus ) this allows tracing and potentially displaying the policy name (via tooltip using the title attribute on the policy indicator icon) ui control the backend determines if an assignment is policy driven based on these fields if it is, the frontend should render the dropdown as disabled and show the policy indicator icon 6\ handling recommendations source table servicerecommendations logic for a given entity (device/user) and service category id query servicerecommendations matching the entity's context (org id, location id, device type, user group tags, etc ) and the service category id filter for is active = true order the matching recommendations by priority (ascending, lower number = higher priority) select the recommended product id from the top priority matching rule if no rule matches, there is no specific recommendation for that cell ui mapping the backend passes the recommended product id (if found) to the frontend the javascript compares the currently selected/staged assigned product id in the cell with the recommended product id match > green background ( bg rec match ) mismatch (assigned != recommended, and assigned != none) > amber background ( bg rec differs ) assigned is none > red background ( bg rec none ) 7\ pricing logic hierarchy the price displayed next to each option in the dropdown (and used for summary calculations) is determined by the following hierarchy (highest priority first) assignment override deviceserviceassignments override price / userserviceassignments override price (if set for the current assignment) agreement addition override agreementadditions unit price override (if set for the specific product on the client's agreement) pricing rules evaluate active pricingrules within the applicable pricingrulesets based on priority the hierarchy for finding the applicable pricingruleset is typically locations pricing rule set id agreements pricing rule set id organizations pricing rule set id (client org) organizations pricing rule set id (managing msp org, via parent msp org id ) base product price products unit price currency the final price must be presented in the correct currency the override currency code takes precedence if an override price is set otherwise, the currency is determined by the pricingruleset or the products default currency code all summary calculations ( review proposed changes area) should convert individual line costs to the organizations default currency code for the client org 8\ staging and applying changes frontend state the javascript maintains two key states originalstate stores the assignments loaded initially from device/userserviceassignments stagedchanges an object tracking modifications made by the user in the ui before clicking apply keys are entity ids, values are objects mapping category ids to { newplanid, originalplanid, newprice, } user interaction changing a dropdown value triggers stagechange , which updates stagedchanges and refreshes the ui (cell border/background, summary area) apply button clicking "apply" triggers applychanges confirms with the user sends the stagedchanges data to the backend (e g , as an array of updates/inserts) backend logic processes the batch for each change finds the corresponding record in deviceserviceassignments or userserviceassignments (based on entity id and category id) if a record exists, update its assigned product id , assignment method (to 'manual'), assigned by user id , updated at , and potentially clear override price/policy ref if no record exists (e g , changing from 'none'), insert a new record if changing to 'none', potentially delete the existing assignment record or set assigned product id to null log the changes in an audit table (e g , auditlog ) potentially trigger billing recalculations or other workflows frontend update on successful backend response update originalstate to match the newly applied stagedchanges clear stagedchanges refresh the ui ( updateuifromstate ) to remove highlights and update summaries discard button triggers clearstagedchanges clears the stagedchanges object, resets ui dropdowns back to match originalstate , and refreshes the ui 9\ populating the ui (backend task) to generate the pagedata json for the frontend, the backend needs to identify the client org id determine the active agreements for the client fetch the list of devices or users based on ui filters (location, type, search) for the selected entitytype ('device' or 'user'), determine the applicable servicecategories by querying products (where product type='service' , is service management enabled=true , linked via agreementadditions , and matching applicable entity types ) for each entity in the filtered list fetch its current assignments from deviceserviceassignments or userserviceassignments for the visible categories fetch the applicable servicerecommendations based on the entity's context (org, location, devicetype, etc ) and visible categories construct the entity object for the json, including id, name, details, type, current assignments, recommendations, and policy info fetch details for all potentially applicable products (service plans) linked via agreementadditions for the visible categories include pricing, applicability rules, comparison attributes, etc fetch modaldetails data (likely pre aggregated or generated on the fly based on applicable products per category) fetch policy details referenced in assignments assemble the final pagedata json 10\ key queries (conceptual) select assigned product id, assignment method, policy assignment source ref from deviceserviceassignments where device id = ? and service category id = ? (get current assignment) select p from products p join agreementadditions aa on p product id = aa product id where aa agreement id = ? and p product type = 'service' and p is service management enabled = true and ? = any(p applicable entity types) and (p applicable device types is null or ? = any(p applicable device types)) and p category = ? (find applicable plans for a cell dropdown) select recommended product id from servicerecommendations where org id = ? and service category id = ? and scope type = ? and scope value = ? and is active = true order by priority asc limit 1 (find best recommendation) logic to check pricingrules based on hierarchy (complex, likely a function) this detailed breakdown should provide a clear understanding of how the database schema supports the required functionality for the services management page