Enhancement #958

Enhance and simplify Orders and Requests views

Added by Blatti Yves about 4 years ago. Updated almost 4 years ago.

Status:ClosedStart date:03/27/2015
Priority:HighDue date:
Assignee:-% Done:

100%

Category:SHOP
Target version:4.3.2
Sponsor: Ergonomic impact:
Functional impact:

Description

We propose to enhance and simplify Orders and Requests views.

Orders

The goal is to:
  • add readability to this view (one the most used in our platform !)
  • gain space for orders name that can be very long ("Project 588423.335 east side ground plan + elevation")
  • make it look like other list views in easySDI
Changes are:
  • Add the request id, as it is used by many users to communicate with providers or platform managers (especially since order names can be auto generated...)
  • Replace the datetime by a simple "<n> <time unit> ago" like "2 hours ago" "or 3 days ago". We keep precise date and time in the tooltip.
  • Merge the type and status column
    • If the request is an order or an estimate : show the status (send, validation, received...)
    • In the order has at last one product with a response, add the number of product in the label: "(1/5)"
    • If the order a draft : show "draft" in the column (a draft cannot have specific status)
    • To maintain the visible difference between an order and an estimate, we propose to mark only the estimates (as it is a very small pert or all requests) with an icon and a text
  • use "btn-primary" instead of "btn-success" for action button (same as all views in FE) (brow in my screenshot, but blue if default bootstrap is used)
  • Actions buttons is always present, as with #957 we propose to allow an order or estimate copy at anytime

List before:

List after:

Requests

The goal is to:
  • add readability to this view
  • make the important information visible first
  • gain space for orders and organisms name
  • make it look like other list views in easySDI, specially with the orders view

Changes are:

  • Add the request id, as it is used to communicate with users (clients)
  • Only display the type if it's an estimate and drop the column to gain space
  • Display the organisms who's made the request, and the account in a tooltip (organism is the primary information, because it defines the pricing etc... user is secondary information)
  • Add a "reply" button to make it clear (whe had this in easySDI v2)
  • Add a "done/todo" filter (We had it in V2), very useful for support, with users that have complaints or questions on past requests
    • When "done" is selected, two additional filters appear (like in v2)
      • A response date from/to filter
      • A client organism filter
      • Those two filters are very important for providers that treat thousands of requests per year !
  • Add a "manual/automatic" filter (We had this in v2), very useful to track automatic orders with delay, or problems. (Automatic requests are read-only ! )

List before:

List after:

orders_before.png (20.1 KB) Blatti Yves, 03/27/2015 09:57 AM

orders_after.png (22.9 KB) Blatti Yves, 03/27/2015 09:57 AM

requests_before.png (18.5 KB) Blatti Yves, 03/27/2015 11:07 AM

requests_after.png (27 KB) Blatti Yves, 03/27/2015 11:07 AM


Related issues

Related to easySDI - Enhancement #977: Add number of products to process in the "requests list" ... Closed 04/07/2015
Related to easySDI - Enhancement #979: Adapt order processing (product transmission page) to pri... Closed 04/07/2015

History

#1 Updated by Blatti Yves about 4 years ago

  • Status changed from New to Request For Comments
  • Assignee set to Technical Committee
  • Priority changed from Normal to High

#2 Updated by Blatti Yves about 4 years ago

  • Category set to SHOP

#3 Updated by Blatti Yves about 4 years ago

TC remark: use text instead of clip icon

#4 Updated by Blatti Yves about 4 years ago

In case of 1 product, when finished, do not display count.

#5 Updated by Blatti Yves about 4 years ago

For Requests view: display two columns : organism + user.
(Hide one CSS if nedded)

#6 Updated by Villemagne Jérôme about 4 years ago

  • Status changed from Request For Comments to Accepted
  • Assignee changed from Technical Committee to Blatti Yves

TC agree this enhancement

#7 Updated by Villemagne Jérôme about 4 years ago

  • Related to Enhancement #977: Add number of products to process in the "requests list" view added

#8 Updated by Villemagne Jérôme about 4 years ago

linked to #977, TC remarks that a column must be added to the request list

#9 Updated by Villemagne Jérôme about 4 years ago

  • Related to Enhancement #979: Adapt order processing (product transmission page) to pricing added

#10 Updated by Blatti Yves almost 4 years ago

  • Status changed from Accepted to Affected
  • % Done changed from 0 to 30

Requests view: look and feel: rev 8888
Requests filters : rev 8890
orders : rev 8891
patch JS : 8892
Fix btn class : 8904
Fix URLs in list : 8906

#11 Updated by Blatti Yves almost 4 years ago

  • Status changed from Affected to Resolved
  • % Done changed from 30 to 100

#12 Updated by Blatti Yves almost 4 years ago

  • Status changed from Resolved to To merge

#13 Updated by Blatti Yves almost 4 years ago

  • Assignee changed from Blatti Yves to Villemagne Jérôme

#14 Updated by Villemagne Jérôme almost 4 years ago

  • Status changed from To merge to Closed
  • Assignee deleted (Villemagne Jérôme)
  • Target version set to 4.3.2

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