Calendar Scheduling Guide

Learn how to use the Mantis calendar system to schedule maintenance events, track resource availability, and manage recurring service activities.

Overview

The Mantis calendar provides:

Automatic maintenance scheduling based on resource frequency configurations
Manual event creation for ad-hoc tasks and inspections
Visual month view with color-coded events
Drag-and-drop rescheduling for confirmed events
Cost projections based on scheduled maintenance

The calendar distinguishes between planned maintenance (auto-generated from resource configs) and confirmed events (manually created calendar entries).

Understanding the Calendar View

Calendar Header

The calendar header includes: Month Navigation:

◀ Previous Month button
Current Month & Year display (e.g., “marzo 2024”)
Mes Actual button (returns to current month if navigated away)
▶ Next Month button

Summary Cards:

Planificados

Count of auto-generated maintenance occurrences for the month

Eventos

Count of manually created/confirmed calendar events

Recursos

Number of resources with maintenance schedules

Costo Total

Projected maintenance costs for the month (GTQ)

Legend:

🔵 Blue dot: Interval-based maintenance (every N days)
🟣 Purple dot: Week-based maintenance (specific weekdays)
🟠 Orange dot: Month-based maintenance (specific dates)
🟢 Green box: Confirmed calendar event

Calendar Month View

The month view displays a grid of days with:

Day Cell Structure

┌─────────────────┐
│ 15       [2][1] │  ← Day number, badge counts
│ 🟢 Inspección   │  ← Confirmed events (first 2)
│ 🔵 TQ-001       │  ← Planned maintenance (first 2)
│ 🔵 TQ-002       │
│ +3 más          │  ← Overflow indicator
└─────────────────┘

Color Coding:

🟢 Lime background: Days with scheduled content
🟡 Yellow ring: Today’s date
🔵 Blue highlight: Drag-and-drop target

Badges:

Green badge: Number of confirmed events
Primary badge: Number of planned maintenance items

Click any day with content (lime background) to see full details in a modal.

Automatic Maintenance Scheduling

Mantis automatically generates maintenance schedules based on resource frequency configurations.

How Auto-Scheduling Works

Resource Added to Project

When you add a resource with maintenance enabled, the system stores:

frequency_type: DAY, WEEK, or MONTH
interval_days: For DAY type
weekdays: For WEEK type (array of 0-6)
monthdays: For MONTH type (array of 1-31)
maintenance_cost: Cost per occurrence
operation_start_date: When scheduling begins

Calendar Loads Month

When you view a month in the calendar, the system:

Retrieves all project resources with maintenance
Calls generateMaintenanceSchedule() function
Calculates occurrences for the visible month

Schedule Generation

For each resource, the system:DAY Type:

start_date = operation_start_date
while date <= month_end:
  if date >= month_start:
    schedule_maintenance(date)
  date += interval_days

WEEK Type:

for each day in month:
  if day.weekday in configured_weekdays:
    schedule_maintenance(day)

MONTH Type:

for each configured_day_number:
  if day_number <= days_in_month:
    schedule_maintenance(year, month, day_number)

Display in Calendar

Scheduled items appear as colored dots with resource codes.Color indicates frequency type for quick visual identification.

Maintenance Schedule Examples

Example 1: Daily Pump Check (DAY type)

Resource: Pump PU-001
Frequency: Every 3 days
Start: March 1
Schedule: March 1, 4, 7, 10, 13, 16, 19, 22, 25, 28, 31

Example 2: Weekly Tank Inspection (WEEK type)

Resource: Tank TQ-005
Frequency: Monday and Friday
March Schedule: All Mondays (4, 11, 18, 25) and Fridays (1, 8, 15, 22, 29)

Example 3: Monthly Calibration (MONTH type)

Resource: Sensor SN-012
Frequency: 1st and 15th of each month
March Schedule: March 1, March 15
April Schedule: April 1, April 15

Auto-scheduled maintenance appears in read-only mode. To track actual completion, create a corresponding calendar event.

Creating Calendar Events

Calendar events are confirmed activities tracked separately from automatic schedules.

Creating a New Event

Select Date

Option A: Click the [+] button that appears on hover over any day cellOption B: Click a day cell to open the detail modal, then click Nuevo Evento

Fill Event Form

The event form includes:Basic Information:

Título (required): Event name (e.g., “Mantenimiento Bomba PU-001”)
Tipo de Evento: Select from dropdown
- Mantenimiento (Maintenance)
- Instalación (Installation)
- Retiro (Removal)
- Inspección (Inspection)
- Otro (Other)

Priority & Status:

Prioridad: Baja, Media, Alta, Urgente
Estado: Programado, En Progreso, Completado, Cancelado (only visible when editing)
Color: Visual identifier in calendar (color picker)

Schedule:

Fecha Inicio (required): Event start date (pre-filled from clicked day)
Fecha Fin: Optional end date for multi-day events
Hora Inicio: Start time (e.g., 08:00)
Hora Fin: End time (e.g., 17:00)

Assignment:

Técnico Responsable: Assign to specific technician from dropdown
Shows technicians available in the system

Description:

Descripción: Multi-line text field for event details
Include work to be performed, expected outcomes

Resources/Equipment: Click + Agregar to add resource details:

Recurso: Select from project resources dropdown
Descripción: Specific activity for this resource
Costo: Cost for this specific task
Add multiple resources if the event involves several items

Notes:

Notas: Additional comments or instructions

Save Event

Click Crear Evento.The event appears as a green box in the calendar with:

Event title (truncated if long)
Status icon
Colored border based on selected color

Event Form Example

Título: Mantenimiento Preventivo Bomba
Tipo: Mantenimiento
Prioridad: Alta
Color: #10B981 (Green)

Fecha Inicio: 2024-03-15
Fecha Fin: 2024-03-15
Hora Inicio: 08:00
Hora Fin: 12:00

Técnico Responsable: Juan Pérez

Descripción:
Revisión general de bomba sumergible
- Verificar motor
- Limpiar filtros
- Revisar conexiones eléctricas

Recursos:
1. PU-001 - Revisión motor - Q200.00
2. PU-001 - Cambio filtros - Q150.00

Notas:
Cliente solicita fotos del estado de los filtros

Managing Calendar Events

Viewing Event Details

Click Event in Calendar

Click the green event box in any day cell.

Review Details

The day detail modal shows:

Event title
Priority badge (color-coded)
Event type badge
Responsible technician
Time range
Full description
Associated resources

Editing Events

Open Event

Click the event box, then click Edit icon (pencil) in the detail modal.

Modify Fields

Update any field in the event form.New field available when editing:

Estado: Change status (Programado → En Progreso → Completado)

Save Changes

Click Actualizar Evento.

Update event status as work progresses: Programado → En Progreso → Completado. This helps track maintenance compliance.

Rescheduling Events (Drag-and-Drop)

Quickly reschedule events by dragging:

Click and Hold Event

In the calendar view, click and hold an event box.The event becomes semi-transparent (opacity-50).

Drag to New Date

Drag the event to a different day cell.The target day highlights with a blue ring.

Drop Event

Release the mouse button.The event moves to the new date immediately. Start/end dates are updated automatically.

Drag-and-drop only changes the date. Times and other details remain the same. Edit the event if you need to change time or other fields.

Deleting Events

Open Event Details

Click the event, then click Trash icon in the modal.

Confirm Deletion

Browser confirmation: “¿Eliminar el evento ‘[title]’?”Click OK.

Event Removed

The event is deleted from the calendar and database.

CalendarEvent Model Reference

For developers and administrators:

Model Fields

class CalendarEvent:
    project = ForeignKey(Project)  # Associated project
    title = CharField(max_length=200)  # Event name
    description = TextField(blank=True)  # Detailed description
    
    # Event classification
    event_type = CharField(choices=[
        ('MAINTENANCE', 'Mantenimiento'),
        ('INSTALLATION', 'Instalación'),
        ('REMOVAL', 'Retiro'),
        ('INSPECTION', 'Inspección'),
        ('OTHER', 'Otro'),
    ])
    
    # Priority and status
    priority = CharField(choices=[
        ('LOW', 'Baja'),
        ('MEDIUM', 'Media'),
        ('HIGH', 'Alta'),
        ('URGENT', 'Urgente'),
    ])
    status = CharField(choices=[
        ('SCHEDULED', 'Programado'),
        ('IN_PROGRESS', 'En Progreso'),
        ('COMPLETED', 'Completado'),
        ('CANCELLED', 'Cancelado'),
    ])
    
    # Schedule
    start_date = DateField()  # Required
    end_date = DateField(blank=True, null=True)
    start_time = TimeField(blank=True, null=True)
    end_time = TimeField(blank=True, null=True)
    
    # Assignment
    responsible_technical = ForeignKey(Technical, null=True)
    
    # Visual
    color = CharField(max_length=7, default='#3B82F6')  # Hex color
    
    # Additional info
    notes = TextField(blank=True)
    
    # Related resources (via CalendarEventDetail)
    details = ManyToMany(through='CalendarEventDetail')

Event Details (Resources)

class CalendarEventDetail:
    calendar_event = ForeignKey(CalendarEvent)
    project_resource_item = ForeignKey(ProjectResourceItem)
    resource_item = ForeignKey(ResourceItem)  # Denormalized
    description = TextField()  # Work performed
    cost = DecimalField()  # Task-specific cost

Frequency Type Configuration Deep Dive

DAY Type: Interval-Based Scheduling

Configuration:

frequency_type: “DAY”
interval_days: Integer (1-365)

Algorithm:

function scheduleDayType(resource, startDate, endDate) {
  let schedules = [];
  let currentDate = new Date(resource.operation_start_date);
  
  while (currentDate <= endDate) {
    if (currentDate >= startDate) {
      schedules.push({
        date: currentDate,
        resource: resource,
        cost: resource.maintenance_cost
      });
    }
    currentDate.setDate(currentDate.getDate() + resource.interval_days);
  }
  
  return schedules;
}

Use Cases:

Oil changes: Every 7 days
Filter replacement: Every 14 days
General inspection: Every 30 days

Example Output:

Resource: PU-001
Start: March 1
Interval: 5 days

March Schedule:
- March 1 (start)
- March 6 (1 + 5)
- March 11 (6 + 5)
- March 16 (11 + 5)
- March 21 (16 + 5)
- March 26 (21 + 5)
- March 31 (26 + 5)

WEEK Type: Weekday-Based Scheduling

Configuration:

frequency_type: “WEEK”
weekdays: Array of integers [0-6] where 0=Monday, 6=Sunday

Algorithm:

function scheduleWeekType(resource, startDate, endDate) {
  let schedules = [];
  let currentDate = new Date(startDate);
  
  while (currentDate <= endDate) {
    // getDay() returns 0=Sunday, so convert to Monday=0
    let dayOfWeek = (currentDate.getDay() + 6) % 7;
    
    if (resource.weekdays.includes(dayOfWeek) && 
        currentDate >= resource.operation_start_date) {
      schedules.push({
        date: currentDate,
        resource: resource,
        cost: resource.maintenance_cost
      });
    }
    
    currentDate.setDate(currentDate.getDate() + 1);
  }
  
  return schedules;
}

Weekday Mapping:

= Monday (Lunes)
= Tuesday (Martes)
= Wednesday (Miércoles)
= Thursday (Jueves)
= Friday (Viernes)
= Saturday (Sábado)
= Sunday (Domingo)

Use Cases:

Weekly service: Every Monday (weekdays=[0])
Business days: Mon-Fri (weekdays=[0,1,2,3,4])
Weekend checks: Sat-Sun (weekdays=[5,6])

Example Output:

Resource: TQ-003
Weekdays: Mon, Wed, Fri [0, 2, 4]

March 2024 Schedule:
- Mon, March 4
- Wed, March 6
- Fri, March 8
- Mon, March 11
- Wed, March 13
- Fri, March 15
...

MONTH Type: Date-Based Scheduling

Configuration:

frequency_type: “MONTH”
monthdays: Array of integers [1-31]

Algorithm:

function scheduleMonthType(resource, startDate, endDate) {
  let schedules = [];
  let currentDate = new Date(startDate.getFullYear(), startDate.getMonth(), 1);
  
  while (currentDate <= endDate) {
    for (let day of resource.monthdays) {
      let scheduleDate = new Date(currentDate.getFullYear(), 
                                   currentDate.getMonth(), 
                                   day);
      
      // Check if date is valid (e.g., Feb 31 doesn't exist)
      if (scheduleDate.getDate() === day &&
          scheduleDate >= startDate && 
          scheduleDate <= endDate &&
          scheduleDate >= resource.operation_start_date) {
        schedules.push({
          date: scheduleDate,
          resource: resource,
          cost: resource.maintenance_cost
        });
      }
    }
    
    // Move to next month
    currentDate.setMonth(currentDate.getMonth() + 1);
  }
  
  return schedules;
}

Use Cases:

Monthly billing: 1st of month (monthdays=[1])
Semi-monthly: 1st and 15th (monthdays=[1,15])
Quarterly: 1st, 10th, 20th (monthdays=[1,10,20])

Example Output:

Resource: SN-007
Month Days: [1, 15, 30]

March 2024 Schedule:
- March 1
- March 15
- March 30

April 2024 Schedule:
- April 1
- April 15
- April 30

February 2024 Schedule:
- February 1
- February 15
- (February 30 skipped - doesn't exist)

Edge Case Handling: If you configure day 31 for a month with only 30 days (or day 29-31 for February), that occurrence is automatically skipped.

Best Practices

Scheduling Strategy

Start with Auto-Scheduling: Configure resource maintenance frequencies during resource allocation
Create Events for Actual Work: When maintenance is actually performed, create a calendar event
Link Events to Plans: Use the same date and resource to connect confirmed events with planned maintenance
Update Status: Move events through Programado → En Progreso → Completado as work progresses
Document Thoroughly: Use descriptions and notes to record what was actually done

Color Coding Recommendations

By Priority:

🔴 Red (#EF4444): Urgent/High priority
🟡 Yellow (#F59E0B): Medium priority
🟢 Green (#10B981): Low priority/Routine
🔵 Blue (#3B82F6): Inspections/Non-critical

By Event Type:

🟢 Green: Maintenance
🔵 Blue: Inspections
🟡 Yellow: Installations
🟠 Orange: Removals
🔴 Red: Emergency/Unplanned

Maintenance Compliance Tracking

Weekly Review:

Navigate to current week in calendar
Count planned maintenance items (colored dots)
Count completed events (green boxes with “Completado” status)
Calculate compliance: (completed / planned) × 100%

Monthly Report:

View full month
Export or screenshot calendar
Review summary cards for total counts
Check Costo Total vs. budget
Identify any missed maintenance (planned but no corresponding event)

Common Issues and Solutions

No maintenance appearing in calendar

Problem: Calendar shows 0 Planificados despite resources with maintenanceChecks:

Resource has include_maintenance = true
Resource has operation_start_date in the past or present
Resource frequency_type is properly configured
For WEEK type: At least one weekday selected
For MONTH type: At least one month day selected
For DAY type: interval_days > 0

Solution:

Go to Recursos Asignados tab
Edit the resource
Verify maintenance checkbox is checked
Check frequency configuration
Save and return to calendar

Drag-and-drop not working

Problem: Cannot drag events to new datesCauses:

Browser doesn’t support HTML5 drag-and-drop
Event is not a confirmed calendar event (trying to drag planned maintenance)
JavaScript error preventing drag functionality

Solution:

Only confirmed events (green boxes) can be dragged
Planned maintenance (colored dots) cannot be dragged - edit resource frequency instead
Try different browser (Chrome, Firefox, Edge recommended)
Check browser console for errors (F12)
Alternative: Use Edit event to change date manually

Cost calculation doesn't match expectations

Problem: Costo Total card shows unexpected valueFormula:

Total Cost = Σ (planned_maintenance_count × maintenance_cost)
           + Σ (event_detail_costs)

Checks:

Verify maintenance_cost on each resource
Count planned maintenance occurrences in month
Check event details for additional costs
Ensure no duplicate resources

Solution:

Click days with maintenance to see detailed breakdown
Review resource maintenance costs in Recursos tab
Sum manually and compare
Contact support if persistent discrepancy

Weekday maintenance on wrong days

Problem: WEEK type showing maintenance on incorrect weekdaysCause: Weekday array mapping confusion (0=Monday vs. 0=Sunday)Mantis Convention:

0 = Monday (Lunes)
1 = Tuesday (Martes)
…
6 = Sunday (Domingo)

Solution:

Edit resource maintenance configuration
Click weekday buttons to verify selection
Selected days should highlight in blue
Save and verify in calendar
If still incorrect, check browser locale settings

Month-based maintenance missing in February

Problem: Configured day 30 or 31, but no maintenance in FebruaryExplanation: This is expected behavior. February only has 28/29 days.Solution:

For consistent monthly maintenance, use days 1-28
Alternatively, configure weekday-based (e.g., “last Monday of month”)
Or create manual events for short months
Consider using DAY type with 30-day interval instead

Calendar Workflow Example

Project Start: Configure Resources

March 1: Add pump PU-001 to project

Enable maintenance
Frequency: Every 7 days (DAY type)
Cost: Q200 per maintenance
Start date: March 1

Week 1: View Auto-Schedule

Open Calendar tab

See blue dots on March 1, 8, 15, 22, 29
Costo Total shows Q1,000 (5 occurrences × Q200)

March 8: Perform Maintenance

Technician performs scheduled maintenance

Click March 8 in calendar
Create event:
- Title: “Mantenimiento Bomba PU-001”
- Type: Mantenimiento
- Priority: Media
- Resource: PU-001 - Revisión completa - Q200
- Description: “Cambio de aceite, revisión filtros”
Save event

March 9: Update Status

Work completed

Click event on March 8
Edit event
Change status: Programado → Completado
Add notes: “Filtros en buen estado, aceite cambiado”
Save

March 14: Reschedule Next Maintenance

Client requests delay

Click event on March 15
Drag to March 17
Event automatically moves

Month End: Review Compliance

March 31: Month review

Planned: 5 maintenance occurrences
Completed: 4 confirmed events (80% compliance)
Missing: March 29 (to be rescheduled to April 2)

Resource Allocation

Configure resource maintenance frequencies

Project Management

Manage project lifecycle and timelines

Document Management

Upload maintenance reports and work sheets

API Reference

For developers integrating with the calendar:

Get Month Events: GET /api/calendar/events/?project_id=<id>&year=2024&month=3
Create Event: POST /api/calendar/events/
Update Event: PUT /api/calendar/events/<event_id>/
Move Event: PATCH /api/calendar/events/<event_id>/move/ (body: {"start_date": "2024-03-17"})
Delete Event: DELETE /api/calendar/events/<event_id>/
Get Maintenance Schedule: Client-side calculation via generateMaintenanceSchedule()

See the API Documentation for detailed schemas and examples.

Get Started

Core Features

User Guides

​Calendar Scheduling Guide

​Overview

​Understanding the Calendar View

​Calendar Header

Planificados

Eventos

Recursos

Costo Total

​Calendar Month View

​Day Cell Structure

​Automatic Maintenance Scheduling

​How Auto-Scheduling Works

​Maintenance Schedule Examples

​Creating Calendar Events

​Creating a New Event

​Event Form Example

​Managing Calendar Events

​Viewing Event Details

​Editing Events

​Rescheduling Events (Drag-and-Drop)

​Deleting Events

​CalendarEvent Model Reference

​Model Fields

​Event Details (Resources)

​Frequency Type Configuration Deep Dive

​DAY Type: Interval-Based Scheduling

​WEEK Type: Weekday-Based Scheduling

​MONTH Type: Date-Based Scheduling

​Best Practices

​Scheduling Strategy

​Color Coding Recommendations

​Maintenance Compliance Tracking

​Common Issues and Solutions

​Calendar Workflow Example

​Related Guides

Resource Allocation

Project Management

Document Management

​API Reference

Calendar Scheduling Guide

Overview

Understanding the Calendar View

Calendar Header

Calendar Month View

Day Cell Structure

Automatic Maintenance Scheduling

How Auto-Scheduling Works

Maintenance Schedule Examples

Creating Calendar Events

Creating a New Event

Event Form Example

Managing Calendar Events

Viewing Event Details

Editing Events

Rescheduling Events (Drag-and-Drop)

Deleting Events

CalendarEvent Model Reference

Model Fields

Event Details (Resources)

Frequency Type Configuration Deep Dive

DAY Type: Interval-Based Scheduling

WEEK Type: Weekday-Based Scheduling

MONTH Type: Date-Based Scheduling

Best Practices

Scheduling Strategy

Color Coding Recommendations

Maintenance Compliance Tracking

Common Issues and Solutions

Calendar Workflow Example

Related Guides

API Reference