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Staging Review 3

Collect, review feedback on bugs to help identify and prioritize issues this week

  • (greg) send feedback out to partners!
  • Use feedback from staging testers and Thursday / Friday calls, decide Default group page, group submissions, and sidebar buttons action. Generate issues as needed.

Pre-Release prep list:

  1. DIRECT BEFORE PRODUCTION UPDATE remove any group.surveys.pinned surveys which are not part of the group. This probably is best to do manually by @DanTerAvest or @apregenzer because they can, at the same time, add items to the documentation where appropriate and check off groups through a spreadsheet. @DanTerAvest @apregenzer
  2. BI - people using white labelled app - links will change, etc. We need to tell BI this change is coming so those links get updated. @DanTerAvest
    • redirect from white labels to surveystack.io @DanTerAvest
    • Talking with BFA specifically Thursday.
  3. Make sure to pinned surveys in the BI so they show up on the sidebar easily, and other groups to make sure the expected surveys are pinned. @DanTerAvest
  4. Send targeted email for Nutrient Density Estimate users and anyone else who's consistently submitting to inform of updates. @DanTerAvest
  5. Coordinate with LiteFarm if they need to update links when we push to production. @gbathree
  6. Add "Reflectometer Training Survey" to any of the groups that might use it in their documentation. @DanTerAvest
  7. Update documentation @DanTerAvest @apregenzer
  8. Delete garbage groups @DanTerAvest @apregenzer @OctavioDuarte
    • a list of all groups w/ no submissions
    • a list of groups w/ a single member
  9. Come up with a plan re. not having pinned surveys from other groups. @DanTerAvest Options:
    • communicate with other groups
    • update settings to surveys (set to 'everyone')
    • move things to the documentation for groups where it's critical / relevant
  10. Talk with pasa about their surveys and subgroups. @gbathree . It means that subgroup admins would need support from Pasa staff to fix things (they wouldn't have access to it). Unless they made those folks admin's at pasa level.
  11. @DanTerAvest @gbathree add auto-reply to email while we're gone - email both of us and cc Manuel as well.
  12. @gbathree send up outdates in week of Jul 23 which has the tentative release date.

Issue list before production release:

Issues for this week

  • (wait for Manuel to come back) Offline review MVP improvements
    • (1) My Groups are cached and available offline
    • (1) Pinned surveys are cached and
    • available offline
      • including any associated current day "Resources"
    • (1) Drafts should be pre-fetched and available offline
  • Implement pinned survey functionality
    • @desousab: remove the pinned section in the group settings and add that function to the survey's three-dot-menu issue 343
  • ensure that when you click in the top left nav bar, you go to the default page Group Responses (right now you go to the sidebar focused page) in desktop.
    • Check the rest of the application to ensure you're always going to that default page.
  • Hide options @manuel-ch
    • group responses, my responses, all responses, and results -> list: do not show 3 dot menu if there's no items
    • Results -> table, make sure the checkbox doesn't appear if user has no ability to modify them. -> tricky, as there may be a mixture of selectable and non-selectable lines. Postpone to rights-and-roles
    • Remember - we're going to have a lot of variability in this in rights and roles, so you should design this in a forward looking way from a design perspective.
  • Show role in the top left dropdown even when dropdown is closed. This will help users orient themselves in the group towards what actions they should have the right to have. @manuel-ch

image

  • @DanTerAvest and @apregenzer are working on the documentation for the new UI. I wanted to see if we could re-name the user role to member? It makes a lot more sense to have a group member then a group user. I also think the difference between an admin and a member makes more sense than between user and admin . Most software companies refer generically to their users so it feels weird to take that generic term and make it a role.
  • Test completely against rubric, identify anything preventing release.
    • Explicitly add review on how the sidebar is update (example: adding documentation which should show on the sidebar).
    • Explicitly test experiences around reloading of sidebar - see issues listed below "Draft / submission leftovers of".
    • Put bad error states I find into the issue so we can work on it later.
  • Thoroughly test offline mode, identify anything preventing release.
  • review "Right to manage response" implementation (do creators and group admins get that right granted, while others dont?)
  • (connect w/ LiteFarm team to test) test iframe mode, ensure this still works. @gbathree
    • improve ayout, remove green padding, remove back button @manuel-ch
    • after submission, go to survey list of group instead of MySubmissions @manuel-ch
    • ask litefarm for review / feedback -> duncan brain is reviewing @manuel-ch
  • Review any "Draft / submission leftovers of !419 (merged)" from Brian. Are there key items to fix preventing release?

Features post-Production release

  • Fully review where you go on desktop and mobile (separately) when you go 'back' via the back button (top left), via the back arrow (mobile back arrow), and when completing an action (adding a member, adding a script, editing a script, completing a survey, exiting and saving a draft, etc. etc.). Right now it's not very consistent within the application, sometimes back arrow and back button aren't the same, and also sometimes where you go is unexpected. Generally, I think we want to go back to the sidebar menu on mobile, but on desktop we want to go back. Best is just map out all paths and ensure they are correct and consistent and easily maintainable.
  • Overflow of items in submission review screen, see image here Screenshot_20240801-085559 (overflow on right hand side).
  • View Results --> LIST view, the search bar does not work (doesn't filter by name or anything else).
  • Please after completing a survey return to the "All Surveys" screen instead of the "My Responses" screen. That's much more useful and applicable, also discussed with @manuel-ch re. this. Some additional notes for next time - I'll add this to our rolling issues list. MR 421
  • Allow 'start survey as member' while offline. That requires we also make offline available the list of members so we can select a member while offline to start survey as member.
  • Turn off in the UI any functions which should not be accessible offline (grey them out, show 'not available offline' on hover or click).
    • Call for responses
    • Description
    • Print Blank Survey
    • Edit
    • View Results
    • Pin/Unpin Survey
    • My Responses
    • Group Responses
    • Question Sets
    • Scripts
    • Members
    • Settings
    • All Groups
    • Find a Group
    • Create a Group
  • In addition to hiding items while offline, also better identifying and tracking error states. @gbathree create an issue and put error states that I find there.
  • Move custom documentation links from 'Learn SurveyStack' into a 'Documentation' section which is always visible. See image below (shows w/ documentation, w/out documention, w/out documentation and the 'learn surveystack' closed just to show how it looks). @desousab
    • on adding documentation we need to also reload the sidebar so that the new documentation appears immediately (without reload).
    • @gbathree add examples

image

  • Upon opening the top left nav bar, the vertical scroll bar should auto-scroll to the current group the user is in so they can see it upon opening. The problem is in groups with many subgroups (Olive Commission and Regen Digital have 50+ subgroups) the user feels lose if you start 'at the top' and can't see their current group. It's possible there are better options and this may require a discussion... there are potential real cases in which there will be many many nested groups (50 states, each state with 30 counties for example in the USDA Project 13 work)... in that case what is the experience of someone logged into the top level group? @desousab
  • (greg) get/create design for empty lists
  • Rights and Roles.
    • Explore menu won't really work right unless we have rights and roles in place
    • Pinned survey not showing up in the "All Surveys" list -> @gbathree the pinned survey does not show up in the group's surveys because its not a survey of that group. relates to the future permissioning rules. How to handle this in the meantime? -> For now, leave it until we get to updating permissioning rules @gbathree
    • Complete quick access buttons from Rights and Roles based on feedback
    • Check against rights and roles requirements - ensure all behavior is correct. --> #309
  • questions set list: shows all questions sets instead of only the group's question sets. to be decided if we wanna stay with it as long as the explore feature is not available, so users may still access non-group qs @gbathree
  • (greg) (needs scoping, defined by Dan T in week 2) - Improve the Group Search. See here for notes.
  • Drafts and responses: local/remote draft features, context actions @cryinbockritz
  • Add Intro modals for entity creation (Survey, QS, Script, Group) - see Figma for details. - Example here for Group Creation - https://www.figma.com/design/vzbh76x1wyJEC3DyNev6N3/Our-Sci?node-id=1688%3A556&t=SwHwZ8Sm3yMOVzgr @desousab
  • add response progress bar to draft (on top of active response draft view and on the list items of draft responses list and quick list @desousab
  • Explore Menu. This will allow users to more easily interact with entities outside their group, including finding QSs
  • If user registers, take them to the one-time help page --> https://www.figma.com/design/vzbh76x1wyJEC3DyNev6N3/Our-Sci?node-id=2307%3A122&t=yv68tMVVJImSM8jt-1 @desousab
  • Add filters
  • Draft / submission leftovers of !419 (merged) :
    • ConfirmLeaveDialog does not display when leaving a draft on mobile due to the issue with the layout unnecessarily unmounting components without leaving the route.
    • For proxy and resubmission drafts, this means you aren't alerted that your draft won't be saved. That will lead to frustration.
    • For other drafts, it just means you won't be warned before leaving, and we'll miss the chance to sync the draft immediately upon leaving. It wills till be saved locally and synced eventually.
    • In the case of starting a new draft, and hitting the back button before making a change, you won't be prompted before leaving, and you won't have a way to return to that draft. You'll need to start the survey again.
    • The solution should be to not unmount the main content when a user looks at the menu on mobile
    • DraftsPage: do not show continue button on list row on mobile, or maybe at all, as it uses too much room.
    • Implement the context menu actions on the "My Responses" page
    • My Responses page just says "No Responses available" for unauthenticated users but should probably say something more informative, or maybe prevent them from getting there in the first place, or redirect to login?
  • Update direct links to Group main page to re-route to /submission (redirect, router guard, etc. other options).
  • Add route guards similar to the permissions of the three-dot-menus @desousab
  • From Week 2 discussion of Drafts, if we complete/deploy the first traunch of -- Drafts improvements.
    • Ensure image references / s3 references in markdown and anything else we find as gaps are correctly stored as "Resources" in the Survey object. That way they will be correctly cached with all other resources.
    • There should be a clear loading bar on opening the application showing that any items (Drafts, pinned Surveys, Resources, etc.) that should be available offline are being loaded.
      • (greg, manuel) create UI for this before implementing
    • Creating offline mode which improves the user experience
      • (greg) scope best use cases regarding this, good Miro
      • create the best long-term implementation of offline mode identification (offline flags, etc.) - we'll use this a lot.
        • hide / grey parts of the application, etc. etc.

Priority items after production release

  • ... add items here if we want to push out

Completed Items

  • Default to the group menu pane when arriving to app.surveystack.io as a logged in user on mobile (as opposed to desktop where we default to "All My Groups")
  • make user profile and farmos profile modal dialogs (the two options in the top right user menu) @desousab
  • ⭐ Adding a subgroup does not update the list in the group selector in the top left with the new subgroup. @manuel-ch
  • On mobile, you can swipe the navigation menu to the left or right to make it disappear. It is no longer possible to make it appear again. @desousab
Edited by Manuel H.