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[Feature] Saved Views UI #16882

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amenity opened this issue Apr 18, 2024 · 3 comments · May be fixed by cityofaustin/atd-moped#1544
Open

[Feature] Saved Views UI #16882

amenity opened this issue Apr 18, 2024 · 3 comments · May be fixed by cityofaustin/atd-moped#1544
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Need: 2-Should Have May be painful to leave out, but the solution is still viable Product: Moped A comprehensive mobility project tracking platform for Austin, Texas Service: Dev Infrastructure and engineering Type: Feature Request for new functionality in an existing application Workgroup: AMD Arterial Management Division Workgroup: TPW Transportation & Public Works Department

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@amenity
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amenity commented Apr 18, 2024

As a user, I want a quick way to see and share a list of Moped projects relevant to a particular project, team, or task. I want to be able to save a view to a table in the Dashboard and add a description so I know what a view shows.

UI elements

  • Inspiration: "Save view" button on the Projects page, a la Zenhub Save as view
    MUI button from a mockup of Rebecca's: Screenshot 2024-04-22 at 8 07 48 PM

Use cases

  • Give field technicians an easy view of their work without needing to adjust filters and navigate Moped from their iPads
  • Enable all individuals in a workgroup to have easy and immediate (e.g. as soon as they're hired/onboarded) access to key project lists (we could populate default views for users based on their workgroup)

In Scope

  • UI
    • Create saved filter from project list view
      • Save view button shows only when a filter is applied; shown before the first filter chips
    • View saved filters in DataGridPro table with inline edit form like Funding table
      • Viewable columns:
        • url (see component used in Work activities table)
        • created_at (same date component with same settings as Work activities table)
        • updated_at (same date component with same settings as Work activities table)
      • Editable columns:
        • description - required
          • Modal to intake description field
          • Look at modal that pops open when component is moved from one project to another for inspiration
    • Soft-delete saved filters from table row in Dashboard
    • Clicking on url redirects to project list view just like a browser favorite would - no new functionality needed
    • Feedback: Snackbar like project summary view input save success (project lead, project sponsor, etc)
    • Tooltip on save view button that displays "Save these filters to Dashboard"
  • Create a user event so we can track Moved to Create a user event to track use of the saved views button #21212

Out of scope

  • Preventing duplicate filters created by users
    • Moped users manage their own saved views from the Dashboard
  • Sharing saved views in a sophisticated manner
    • Sharing views is possible by copy/pasting url from browser
  • Confirm message with link to Dashboard to see new view created (or close dialog)? Mirror interactions that happen when moving a component to another project
  • Support queries that cannot be produced with the advanced filters in the UI

Mockup for a starting place (see Rebecca's button shown above for icon)

Screenshot 2024-10-22 at 6 09 42 PM
@amenity amenity added Type: Feature Request for new functionality in an existing application Service: Dev Infrastructure and engineering Need: 2-Should Have May be painful to leave out, but the solution is still viable Product: Moped A comprehensive mobility project tracking platform for Austin, Texas labels Apr 19, 2024
@amenity amenity added the Workgroup: TPW Transportation & Public Works Department label Apr 19, 2024
@amenity
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amenity commented Apr 19, 2024

In Moped 1.0, we had a space at the bottom of the dashboard for saved views:
image

@chiaberry
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@mddilley

@mddilley mddilley changed the title [Feature] Saved Views [Feature] Saved Views UI Oct 30, 2024
@mddilley mddilley added the Workgroup: AMD Arterial Management Division label Oct 30, 2024
@mddilley
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Tilly and I chatted late last week about breaking this work into PRs to cover:

  • intake of the saved view in the project list view
  • table in the Dashboard to view/delete saved views

@tillyw tillyw linked a pull request Feb 21, 2025 that will close this issue
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Labels
Need: 2-Should Have May be painful to leave out, but the solution is still viable Product: Moped A comprehensive mobility project tracking platform for Austin, Texas Service: Dev Infrastructure and engineering Type: Feature Request for new functionality in an existing application Workgroup: AMD Arterial Management Division Workgroup: TPW Transportation & Public Works Department
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