Sheetplanner 1.1 Release Notes

Timeline dependencies:

  • Right-clicking in the Timeline view now displays a contextual menu with submenus to change the scale (when not clicking a bar), connect dependencies, aka successors, (when two or more rows are selected), and set the progress percentage (when one or more editable rows are selected).
  • Added the Connect and Progress submenus to the Organize menu too.
  • Added a Connect button to the toolbar, that displays a menu of the four connection kinds.
  • When two or more rows are selected, they can be connected so that a change in the Start, Finish, or Completion date in one adjusts a date of the other, supporting the four usual options of Finish to Start, Start to Finish, Start to Start, and Finish to Finish.
  • If there's already a connection between the two rows, they can instead be Disconnected.
  • They are of course disconnected if either row is deleted.
  • Arrows are drawn on the Timeline to show the connections.
  • A red vertical line marks the current date & time.
  • If the selected row has connections, they are displayed in the Inspector in new Predecessors and Successors groups, that list the row numbers and Topics of those connections, along with an icon to indicate the connection kind. Clicking one will select that row.
  • As the Start, Finish, or Completion dates are changed by direct editing, dragging in the Timeline, etc, the dates of successors are adjusted as required.
  • If a loop is detected, the connection is removed, and an alert displayed.
  • Added built-in columns for Predecessors and Successors, hidden by default, that display those.
  • When searching via the search field, or in Any Column, the Predecessors and Successors are ignored (they can still be searched by choosing one of those columns explicitly).
  • Like in the Inspector, clicking an item in the Predecessors or Successors columns (or pressing the Spacebar when selected) selects the corresponding row.
  • Both the Inspector and these cells show a tooltip with a textual representation of the connection kind, and a hint to click to select the row.
  • To support this, a new Button column type was added. It isn't possible to create custom Button columns at this time. In the future, they could enable jumping to an arbitrary row, or perhaps other actions.

Timeline enhancements:

  • Added a Show in Timeline option to the Date Column Inspector. On by default, except for the Completion column. When enabled, date values in that column appear on the Timeline.
  • If only one of Start or Finish is shown in the Timeline, it appears as a circle.
  • Rows with only a Start or Finish date, or both are the same, i.e. a zero-length duration, are drawn in the Timeline as a milestone diamond symbol.
  • When Completion is shown, and is after the Finish date, it appears as a thin line terminating in a thick vertical bar, indicating a delay in completing.
  • Custom date columns appear in the Timeline as a circle, using the indicated color.
  • When there are multiple items on a row (Start/Finish/Completion and custom dates), each can be independently selected, corresponding to the Outline column selection, and thus resized or moved.
  • Significant behind-the-scenes refactoring to support multiple items in each row.
  • Dragging an Outline row to the Timeline will now set the Start and/or Finish date, like dragging to the Month view. The bar position is live-updated.
  • When using Timeline scale other than Day, the items are now aligned to days, rather than exact time of day.
  • Clicking outside a bar in the Timeline will now behave like clicking in the Outline, i.e. change the selected row, even when clicking in a selected row, and supporting Shift and Cmd modifiers.
  • Added a checkbox to the Timeline Inspector to control whether or not to use custom bar colors. Defaults off.
  • Added color wells to the Timeline Inspector for the complete and incomplete colors. They default to shades of blue.
  • The Timeline bars and milestones are drawn in the indicated colors.
  • In dark mode, the Timeline bars and other items are drawn with a lighter border instead of darker.
  • Holding the Command key and clicking a selected Timeline bar will now deselect it.
  • When multiple Timeline bars or custom dates are selected, dragging one to move it now moves them all by the same amount.
  • Updated the default Project Plan document to use 2019 dates, avoid Completion dates a couple of months earlier than Start-Finish, and add successors.

Symbol column type:

  • Added a Symbol column type to the Inspector.
  • Several symbol kinds are supported, including checkbox, flag, star, color icons, bullet journaling, Eisenhower quadrants, 5 stars, etc.
  • Each symbol has two or more states, e.g. unchecked/checked, or 1-5 stars, etc.
  • Symbols like checkboxes show the unchecked state for a blank value, or the checked state when set. Symbols like arrows can be blank or one of the four arrows.
  • The Inspector also has an option for what to do when clicking on a Symbol cell: toggle the state of the symbol (e.g. to check/uncheck), or display a menu of the states.
  • Click within the symbol to perform that action at any time (the cell doesn't have to be selected), or outside it to select the cell.
  • Hold the Option key when clicking a symbol to temporarily perform the opposite action, i.e. show a menu instead of toggling, or vice versa.
  • With a Symbol cell selected, press the Space bar to perform the action. Press Option-Space to perform the opposite action as above.
  • Type a digit to set the value, depending on the symbol kind, e.g. 1-5 stars (or zero to clear).
  • For rating-style symbols (5 stars and 5 hearts), when toggling values, can click on an individual star or heart to choose that value.

Progress column type:

  • Added a Progress column type to the Inspector.
  • Progress cells can be edited as a percentage.
  • It is displayed in the Outline view as a progress bar, a mini pie chart, or a percentage. Choose which via the Inspector.
  • Added a default Progress column, hidden by default. Existing documents are upgraded to include it. (Note that this will make them incompatible with older releases of the app.)
  • Added a Progress field in the Row Inspector, that sets values in the default Progress column.
  • When a value is set in the Progress column, the Timeline draws the bar to show the progress.
  • When completing a row with a zero progress set, the progress is updated to 100, and vice versa when uncompleting. Other progress values aren't changed, to avoid losing data.
  • Parent rows in Progress columns show the progress of the child rows.

Auto-enter cell values:

  • Added an Auto-Enter option to the Column Inspector, that indicates what to do for the column's value when adding a new row. Options include:
    • Blank: as before, no entered value.
    • Ditto: use the value from the row above, if any.
    • Default Value: use a fixed default value; includes a field of the appropriate type for the column kind.
    • Today (only available for Date columns): insert today's date.
    • Tomorrow (only available for Date columns): insert tomorrow's date.
    • Serial Number (only available for Text and Number columns): use a number that increases for each added row. The next value can be edited to skip or reuse numbers. For Text columns, can also specify a prefix, suffix, and padding (e.g. make it 5 characters, filling with zeroes, like "00123").

Outline view menus:

  • Right-clicking in the Outline view now also displays a contextual menu, with the same connection and progress submenus as the Timeline.
  • All of the Connect submenus include icons to visually depict the connection kinds.
  • The contextual menu also includes the Filter by Cell Value… command, and relevant commands from the row and column menus, and others.
  • Rearranged the row menu to put the selection commands in a submenu, to make it more compact.
  • The notes and links commands have been moved to the row and contextual menus.
  • Clicking the notes & links button in the Topic cell now just shows or hides those, instead of showing a menu.
  • When popping up a row menu, contextual menu, or symbol cell menu near the bottom of the screen, the menu is now positioned to avoid scrolling.

Filters:

  • Added support for the new Symbol and Progress column types.
  • Added the ability to search via the search field or Any Column criterion for dates, including simple relative text representations like "today", "Monday", "next week", etc.
  • Can also search for time intervals, using the editing format like "5d", "12h", etc.
  • Added a Date column criterion option of "is next week".
  • Added the ability to search via the search field or Any Column criterion for note text.
  • Added a Note criterion, to search only in notes.
  • When choosing a column, the condition and values are now set to default states, instead of reinterpreting the old ones, sometimes with strange effects.
  • The filter results are now updated after edits, even when the Keep Sorted option is off.
  • When using Filter by Cell Value for an Interval cell, the amount and units are now set correctly.
  • When evaluating an Interval filter criterion, it now matches values within half of the units on either side, e.g. if filtering for 4 days, it'll match rows from 3 days and 12 hours to 4 days and 12 hours, to allow for fractional intervals.

Printing:

  • Printing the Timeline view is now supported.
  • If only the Outline or Timeline is currently visible, that is printed.
  • If both are visible, an alert asks which one to print.
  • Some behind-the-scenes infrastructure for a future print preview.
  • Improved printing the Outline; now includes the headers, draws the completion checkboxes properly, and other improvements and fixes.

Other changes:

  • Pressing the spacebar when a single cell is selected now toggles into edit mode. (Can also press ⌘E or Enter, or just start typing.)
  • Holding the Option key while pressing Return or Tab (or their Shifted variations) temporarily reverses the preferences for those keys, i.e. if the Return preference is set to move, it instead adds a row, or vice versa.
  • Setting a custom color for the entire text of a note is now preserved. Using a gray shade for the entire text will dynamically change the color based on the current light or dark appearance mode. (Using a custom color for part of the text is always preserved.)
  • For Date cells, pressing the spacebar will toggle into edit mode. (Can also press ⌘E or Enter, or just start typing.) Pressing ⌥Space (i.e. holding the Option key at the same time as pressing the spacebar) will now show the date picker.
  • When editing the Start or Finish date, it now validates the entered date to not be a negative duration (i.e. the Start must be the same as or before the Finish).
  • When editing a cell in the Completed Date column, the checkbox state is now updated appropriately.
  • After editing the Topic, undoing will now until all of the entered text, instead of one character at a time.
  • Fixed an issue with hiding built-in columns that prevented arrowing to the Topic column.
  • Fixed the timeline/calendar colors slowly getting darker as the document is edited.
  • The Add toolbar button's menu now includes Add Row Before, Add Row After, Add Column Before, and Add Column After.
  • Clicking away from the Link to Website… popover without entering a URL now does nothing.
  • Improved the handling of invalid URLs when adding website links, to use the entered URL instead of no name, resulting in display issues.
  • Renaming a column in the Inspector no longer stops editing the column name after a pause in typing.
  • Leaving an empty note now correctly removes it, instead of leaving an empty space.
  • When adding a link, it now shows the domain name until the page name is loaded, and more reliably loads the name.
  • Deleting a link should now work more reliably.
  • Undo is now properly supported when editing a Topic cell.
  • Deleting a value in a Number or Progress column while in edit mode now clears the value, instead of using zero.
  • Updated the calendar picker icon in date fields.
  • The preferences are now saved if you quit the app immediately after changing a preference.
  • Fixed upgrading older documents to properly include the new default columns.
  • Fixed an unexpected change of the Outline view column widths when showing the Inspector for more than a few seconds then hiding it.
  • Improved drawing the Outline and Timeline views when expanding rows, to avoid flashing black rectangles in the expanded rows and at the bottom.
  • Updated the RACI template to use checkboxes.
  • Fixed crash when editing a note in another tab.
  • Fixed the behavior of launching the app with no open documents.
  • Improved the performance when rapidly changing the selection with the Inspector shown; it'll now delay updating the Inspector by a fraction of a second while quickly moving around.
  • A data format change to save the Topic column options (to support the auto-enter feature).
  • Updated the toolbar icons.