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[RFG 2023] Move Purchases card from dashboard to Purchases | Summary #3736

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cielf opened this issue Jul 10, 2023 · 2 comments
Closed
2 tasks

[RFG 2023] Move Purchases card from dashboard to Purchases | Summary #3736

cielf opened this issue Jul 10, 2023 · 2 comments
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Ruby for Good 2023 DC Created for Ruby for Good 2023 DC

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@cielf
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cielf commented Jul 10, 2023

Summary

Move the Purchases functionality from the dashboard to the left hand menu

Why

Part of Dashboard rework

Details

We are talking about the card accessed from the dashboard as "Purchases"
A view containing this info will be be accessed via the left hand menu by clicking "Reporting & Auditing" then "Purchases Summary"
This will require a new controller and view
The card will be removed from the dashboard
Note that we'll need the filtering functionality in the new report

Other things you should know

We are grouping a number of dashboard-related changes together and will merge these individual changes into a long lived dashboard-related branch. We will merge this long lived branch into main when we are ready to release the whole suite.

We may want to make the filtering functionality a common element between all of these separate reports (if it isn't already)

Criteria for completion

  • Dashboard Purchases functionality moved - now accessed via left hand menu Reporting & Auditing | Purchases Summary
  • Tests modified accordingly
@cielf cielf added the Ruby for Good 2023 DC Created for Ruby for Good 2023 DC label Jul 10, 2023
@rae-stanton
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@awwaiid grabbing this one!

rae-stanton added a commit that referenced this issue Jul 29, 2023
Fixes #3736
These changes include:
- Removing Purchase Summary card from user's dashboard
- Adds new purchase summary page & item in navigation
- Changes to updated card styling/formatting
- Adds a shared date filter card partial in shared directory
- Adds a shared card partial for use throughout in the shared directory
rae-stanton added a commit that referenced this issue Jul 29, 2023
rae-stanton added a commit that referenced this issue Jul 29, 2023
Fixes #3736
These changes include:
- Removing Purchase Summary card from user's dashboard
- Adds new purchase summary page & item in navigation
- Changes to updated card styling/formatting
- Adds a shared date filter card partial in shared directory
- Adds a shared card partial for use throughout in the shared directory
rae-stanton added a commit that referenced this issue Jul 29, 2023
Fixes #3736
These changes include:
Needed to change the dashboard to not contain any information about the purchases summary - this has now been moved to the new purchases summary page within the nav bar. Filtering has also been added to said page, and filter partials and the card have been added to a shared area for ease of access and consistency. Tests now include logic for logged in/out & more as well.
rae-stanton added a commit that referenced this issue Jul 30, 2023
Fixes #3736
These changes include:
Needed to change the dashboard to not contain any information about the purchases summary - this has now been moved to the new purchases summary page within the nav bar. Filtering has also been added to said page, and filter partials and the card have been added to a shared area for ease of access and consistency. Tests now include logic for logged in/out & more as well.
rae-stanton added a commit that referenced this issue Jul 30, 2023
Fixes #3736
These changes include:
Needed to change the dashboard to not contain any information about the purchases summary - this has now been moved to the new purchases summary page within the nav bar under `reporting and auditing`. Filtering has also been added to said page, and filter partials and the card have been added to a shared area for ease of access and consistency. Page tests added for new content.
awwaiid added a commit that referenced this issue Jul 30, 2023
…rm-dash

Move purchase from dashboard to standalone report [#3736]
@awwaiid
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awwaiid commented Jul 30, 2023

PR done -- Overall QA and follow-up tickets will be done as part of an epic Dashboard review.

@awwaiid awwaiid closed this as completed Jul 30, 2023
@awwaiid awwaiid added this to the Dashboard Update milestone Nov 12, 2023
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