Scheduling Activities - Sistema de Abogados

Overview

The Sistema de Abogados includes a comprehensive activity scheduling system with calendar integration. You can create three types of activities:

General Activities (Actividad): Standalone activities not linked to specific cases or expedientes
Case Activities (ActividadCaso): Activities associated with specific legal cases
Expediente Activities (ActividadConciliacion): Activities related to conciliation expedientes

All activities are displayed in an integrated calendar view using FullCalendar, with color-coding to distinguish between activity types.

Activity Types and Color Coding

The calendar uses visual color coding to differentiate activity types:

Activity Type	Color	Text Color	Access Roles
General Activities	Red (rgb(239, 68, 68))	Black	All authenticated users
Case Activities	Green (rgb(34, 197, 94))	Black	encargado, admin, abogado
Expediente Activities	Blue (rgb(59, 130, 246))	Black	encargado, admin, asistente

Creating General Activities

General activities are for tasks not tied to specific cases or expedientes (e.g., office meetings, deadlines, reminders).

Navigate to Activities

Go to the activities module at /agenda/actividad.

Click Create New Activity

Click “Create” or “Nueva Actividad” to open the creation form.

Enter Required Fields

Complete the mandatory information:

Title (titulo): Brief description of the activity
Date (fecha): Date of the activity (format: YYYY-MM-DD)
Time (hora): Time of the activity (format: HH:MM)

Add Optional Details

Optionally provide:

Address (direccion): Physical location or meeting address
Description (descripcion): Detailed notes about the activity

Save Activity

Click “Save” to create the activity. Confirmation: “Actividad registrada correctamente.”

General Activity Validation

'titulo' => 'required',
'direccion' => 'nullable',
'descripcion' => 'nullable',
'fecha' => 'required',
'hora' => 'required'

Use descriptive titles that clearly indicate the purpose of the activity for easy identification in the calendar.

Creating Case Activities

Case activities link directly to specific legal cases, allowing you to track hearings, client meetings, and case-related deadlines.

Navigate to Case Activities

Go to /agenda/actividadCaso to access case activities.

Start New Case Activity

Click “Create” or “Nueva Actividad” to open the form.

Fill Required Information

Complete all required fields:

Title (titulo): Activity description (e.g., “Court Hearing”, “Client Meeting”)
Date (fecha): Activity date
Time (hora): Activity time
Case (id_caso): Select the case this activity belongs to

Add Optional Details

Provide additional information:

Address (direccion): Location (courthouse, office, etc.)
Description (descripcion): Specific details, preparation notes, or objectives

Save Case Activity

Submit the form. Success message: “Actividad registrada correctamente.”

Case Activity Validation

'titulo' => 'required',
'direccion' => 'nullable',
'descripcion' => 'nullable',
'fecha' => 'required',
'hora' => 'required',
'id_caso' => 'required'

Case activities require encargado, admin, or abogado role permissions.

Calendar Display for Case Activities

Case activities appear on the calendar with:

Title format: “{Activity Title} del expediente {Case Number}”
Color: Green
Example: “Court Hearing del expediente CASE-2026-001”

Creating Expediente Activities

Expediente activities track conciliation meetings, mediation sessions, and other events related to conciliation files.

Navigate to Expediente Activities

Access expediente activities at /agenda/actividadConciliacion.

Create New Activity

Click “Create” or “Nueva Actividad de Conciliación”.

Complete Required Fields

Enter all mandatory information:

Title (titulo): Activity name (e.g., “Initial Mediation Session”, “Settlement Meeting”)
Date (fecha): Date of the conciliation activity
Time (hora): Scheduled time
Expediente (id_expediente): Select the expediente this activity belongs to

Add Location and Notes

Optionally add:

Address (direccion): Mediation center or meeting location
Description (descripcion): Agenda, parties involved, or preparation requirements

Save Activity

Submit to create. Confirmation: “Actividad registrada correctamente.”

Expediente Activity Validation

'titulo' => 'required',
'direccion' => 'nullable',
'descripcion' => 'nullable',
'fecha' => 'required',
'hora' => 'required',
'id_expediente' => 'required'

Expediente activities require encargado, admin, or asistente role permissions.

Calendar Display for Expediente Activities

Expediente activities appear on the calendar with:

Title format: “{Activity Title} del expediente {Expediente Number}”
Color: Blue
Example: “Mediation Session del expediente EXP-2026-042”

The integrated calendar provides a comprehensive view of all scheduled activities using FullCalendar.

Access Calendar

Navigate to the calendar view at /agenda/calendar.

View All Activities

The calendar displays all three types of activities with color coding:

Red: General activities
Green: Case activities
Blue: Expediente activities

Navigate Time Periods

Use the calendar navigation:

Month View: See all activities for the current month
Week View: Detailed weekly schedule
Day View: Focus on a single day’s activities
Navigation Buttons: Move forward/backward through time periods

Click on Activities

Click any activity on the calendar to view details or take action.

Calendar Event Format

Events are displayed with the following structure:

{
  title: 'Activity Title [+ del expediente CASE/EXP-NUMBER]',
  start: 'YYYY-MM-DD HH:MM',
  end: 'YYYY-MM-DD HH:MM',
  color: 'rgb(r, g, b)',
  textColor: 'black'
}

Use the calendar’s month view for high-level planning and day view for detailed scheduling.

Editing and Updating Activities

All three activity types can be edited after creation.

Editing General Activities

Navigate to Activities List

Go to /agenda/actividad to see all general activities.

Select Activity to Edit

Click the “Edit” button for the activity you want to modify.

Update Information

Modify any field (title, date, time, address, description).

Save Changes

Submit the form. Confirmation: “Actividad actualizada correctamente.”

Editing Case Activities

Go to Case Activities

Navigate to /agenda/actividadCaso.

Edit Activity

Click “Edit” for the case activity you want to change.

Modify Details

Update activity information. Note: The associated case (id_caso) becomes nullable during updates.

Save

Submit changes. Message: “Actividad actualizada correctamente.”

Editing Expediente Activities

Access Expediente Activities

Go to /agenda/actividadConciliacion.

Select Activity

Click “Edit” for the activity to modify.

Update Fields

Change any activity details as needed.

Submit Changes

Save updates. Confirmation: “Actividad actualizada correctamente.”

When editing case or expediente activities, be careful not to accidentally unlink them from their associated case or expediente.

Deleting Activities

Activities can be permanently deleted if no longer needed.

Deleting General Activities

Find Activity

Locate the activity in the list at /agenda/actividad.

Click Delete

Click the delete or trash icon.

Confirm Deletion

Confirm the action. Message: “Actividad eliminada correctamente.”

Deleting Case Activities

Locate Case Activity

Find the activity at /agenda/actividadCaso.

Delete Activity

Click delete and confirm.

Confirmation

Success message: “Actividad eliminada correctamente.”

Deleting Expediente Activities

Find Expediente Activity

Navigate to /agenda/actividadConciliacion.

Remove Activity

Click delete and confirm the action.

Deleted

Confirmation: “Actividad eliminada correctamente.”

Deleting an activity does not affect the associated case or expediente - only the activity record is removed.

Searching Activities

Quickly find activities using the search functionality available for all three activity types.

Use Search Bar

On any activity list page, use the search input field.

Enter Search Terms

Search by:

Activity title
Description
Date

View Results

Results display with pagination (5 activities per page).

Activity Reminders and Notifications

While the system currently tracks activities in the calendar, consider these best practices for staying on top of scheduled events:

Manual Reminder Strategies

Daily Calendar Review: Check the calendar daily for upcoming activities
Weekly Planning: Review the week ahead every Monday
Use Descriptions: Add preparation tasks and requirements in the description field
Export Calendar: Use the calendar export functionality (if available) to sync with external calendar apps

Preparation Checklist

For important activities, include in the description:

Required documents
Attendee list
Preparation tasks
Special requirements
Follow-up actions

Create activities with adequate lead time and use descriptive titles to make them easily recognizable in the calendar.

Best Practices

For All Activity Types

Descriptive Titles: Use clear, specific titles (“Client Meeting - Contract Review” instead of “Meeting”)
Accurate Timing: Double-check dates and times before saving
Complete Addresses: Include full location details for in-person meetings
Detailed Descriptions: Add context, preparation needs, and objectives
Regular Updates: Update or delete activities that are cancelled or rescheduled

For Case Activities

Link to Correct Case: Verify you’ve selected the right case before saving
Court Deadlines: Create activities for all critical court dates
Client Communications: Schedule follow-up meetings immediately after court appearances
Document Preparation: Create activities for document preparation well in advance of deadlines

For Expediente Activities

Mediation Preparation: Create preparation activities before main sessions
Party Coordination: Include contact information in descriptions
Session Duration: Consider creating end times that reflect typical session length
Follow-up Sessions: Schedule follow-up meetings immediately after initial sessions

Calendar Management

Color Awareness: Use color coding to quickly identify activity types
Avoid Conflicts: Check the calendar before scheduling new activities
Buffer Time: Allow travel time between activities at different locations
Regular Review: Weekly calendar reviews help prevent scheduling conflicts

Workflow Examples

Scheduling a Court Hearing

Create Case Activity

Create a case activity for the hearing date.

Add Preparation Activity

Create another activity 2-3 days before for document preparation.

Include Details

Add courtroom number, judge name, and required documents in description.

Set Reminder

Create a general activity the day before as a final reminder.

Planning a Conciliation Session

Create Expediente Activity

Schedule the mediation session with the expediente.

Notify Parties

Use the description to note which invitados have confirmed attendance.

Prepare Materials

Create a preparation activity to review documents and prepare the mediation room.

Schedule Follow-up

Immediately create a follow-up activity for the next session if needed.

Technical Reference

General Activities

Controller: ActividadController.php Routes:

List activities: GET /agenda/actividad
Create activity: POST /agenda/actividad
Edit form: GET /agenda/actividad/{id}/edit
Update activity: PUT /agenda/actividad/{id}
Delete activity: DELETE /agenda/actividad/{id}

Model: Actividad

Case Activities

Controller: ActividadCasoController.php Routes:

List activities: GET /agenda/actividadCaso
Create activity: POST /agenda/actividadCaso
Edit form: GET /agenda/actividadCaso/{id}/edit
Update activity: PUT /agenda/actividadCaso/{id}
Delete activity: DELETE /agenda/actividadCaso/{id}

Model: ActividadCaso

Expediente Activities

Controller: ActividadConciliacionController.php Routes:

List activities: GET /agenda/actividadConciliacion
Create activity: POST /agenda/actividadConciliacion
Edit form: GET /agenda/actividadConciliacion/{id}/edit
Update activity: PUT /agenda/actividadConciliacion/{id}
Delete activity: DELETE /agenda/actividadConciliacion/{id}

Model: ActividadConciliacion

Calendar View

Controller: CalendarController.php Route: GET /agenda/calendar Library: FullCalendar (JavaScript calendar library)

Get Started

Core Features

User Management

Guides

​Overview

​Activity Types and Color Coding

​Creating General Activities

​General Activity Validation

​Creating Case Activities

​Case Activity Validation

​Calendar Display for Case Activities

​Creating Expediente Activities

​Expediente Activity Validation

​Calendar Display for Expediente Activities

​Calendar View and Navigation

​Calendar Event Format

​Editing and Updating Activities

​Editing General Activities

​Editing Case Activities

​Editing Expediente Activities

​Deleting Activities

​Deleting General Activities

​Deleting Case Activities

​Deleting Expediente Activities

​Searching Activities

​Activity Reminders and Notifications

​Manual Reminder Strategies

​Preparation Checklist

​Best Practices

​For All Activity Types

​For Case Activities

​For Expediente Activities

​Calendar Management

​Workflow Examples

​Scheduling a Court Hearing

​Planning a Conciliation Session

​Technical Reference

​General Activities

​Case Activities

​Expediente Activities

​Calendar View

​Related Resources

Build docs developers (and LLMs) love

Overview

Activity Types and Color Coding

Creating General Activities

General Activity Validation

Creating Case Activities

Case Activity Validation

Calendar Display for Case Activities

Creating Expediente Activities

Expediente Activity Validation

Calendar Display for Expediente Activities

Calendar View and Navigation

Calendar Event Format

Editing and Updating Activities

Editing General Activities

Editing Case Activities

Editing Expediente Activities

Deleting Activities

Deleting General Activities

Deleting Case Activities

Deleting Expediente Activities

Searching Activities

Activity Reminders and Notifications

Manual Reminder Strategies

Preparation Checklist

Best Practices

For All Activity Types

For Case Activities

For Expediente Activities

Calendar Management

Workflow Examples

Scheduling a Court Hearing

Planning a Conciliation Session

Technical Reference

General Activities

Case Activities

Expediente Activities

Calendar View

Related Resources