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Order screen simplification, preview function, and list table refactor. #16700

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merged 17 commits into from Nov 15, 2017

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mikejolley commented Sep 4, 2017

This PR is to solve two issues;

  1. Offering a dynamic item view on the order screen (#14121)

  2. Removing icon based actions which are unclear, in favour of bulk actions (#15889)

This also takes cues form Store on WP.com and simplifies the overall presentation and design. This screen is not designed for fulfilment, so things like addresses are not useful. The preview can show these on click.

orders local wordpress dev wordpress 2017-11-03 16-18-22

When you click a preview button, an ajax event is triggered which shows this in a backbone modal:

orders local wordpress dev wordpress 2017-11-03 16-18-41

Whilst working on this, I fixed all PHPCS violations in the post-types class, and split methods out from that into a list table class for each post type; orders, coupons, products. That is why this PR is larger than usual.

@mikejolley mikejolley changed the title from Work in progress - order screen simplification and preview function to Rrder screen simplification, preview function, and list table refactor. Nov 3, 2017

@mikejolley mikejolley changed the title from Rrder screen simplification, preview function, and list table refactor. to Order screen simplification, preview function, and list table refactor. Nov 3, 2017

@mikejolley mikejolley requested review from jameskoster and claudiulodro Nov 3, 2017

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Codecov Report

Merging #16700 into master will increase coverage by 0.08%.
The diff coverage is 0%.

Impacted file tree graph

@@             Coverage Diff              @@
##             master   #16700      +/-   ##
============================================
+ Coverage      34.9%   34.98%   +0.08%     
+ Complexity    12290    12172     -118     
============================================
  Files           336      329       -7     
  Lines         50420    49870     -550     
============================================
- Hits          17599    17447     -152     
+ Misses        32821    32423     -398
Impacted Files Coverage Δ Complexity Δ
includes/abstracts/abstract-wc-order.php 69.16% <ø> (ø) 282 <0> (ø) ⬇️
includes/admin/class-wc-admin-post-types.php 0% <0%> (ø) 154 <7> (-203) ⬇️
includes/admin/class-wc-admin-assets.php 0% <0%> (ø) 44 <0> (ø) ⬇️
...list-tables/class-wc-admin-list-table-products.php 0% <0%> (ø) 75 <75> (?)
...n/list-tables/class-wc-admin-list-table-orders.php 0% <0%> (ø) 75 <75> (?)
...list-tables/abstract-class-wc-admin-list-table.php 0% <0%> (ø) 30 <30> (?)
includes/class-wc-ajax.php 0% <0%> (ø) 428 <15> (+15) ⬆️
.../list-tables/class-wc-admin-list-table-coupons.php 0% <0%> (ø) 26 <26> (?)
includes/class-wc-customer-download.php 55.31% <0%> (-18.41%) 41% <0%> (-5%)
...a-stores/class-wc-customer-download-data-store.php 46.8% <0%> (-11.65%) 28% <0%> (ø)
... and 64 more

Continue to review full report at Codecov.

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Δ = absolute <relative> (impact), ø = not affected, ? = missing data
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codecov bot commented Nov 3, 2017

Codecov Report

Merging #16700 into master will increase coverage by 0.08%.
The diff coverage is 0%.

Impacted file tree graph

@@             Coverage Diff              @@
##             master   #16700      +/-   ##
============================================
+ Coverage      34.9%   34.98%   +0.08%     
+ Complexity    12290    12172     -118     
============================================
  Files           336      329       -7     
  Lines         50420    49870     -550     
============================================
- Hits          17599    17447     -152     
+ Misses        32821    32423     -398
Impacted Files Coverage Δ Complexity Δ
includes/abstracts/abstract-wc-order.php 69.16% <ø> (ø) 282 <0> (ø) ⬇️
includes/admin/class-wc-admin-post-types.php 0% <0%> (ø) 154 <7> (-203) ⬇️
includes/admin/class-wc-admin-assets.php 0% <0%> (ø) 44 <0> (ø) ⬇️
...list-tables/class-wc-admin-list-table-products.php 0% <0%> (ø) 75 <75> (?)
...n/list-tables/class-wc-admin-list-table-orders.php 0% <0%> (ø) 75 <75> (?)
...list-tables/abstract-class-wc-admin-list-table.php 0% <0%> (ø) 30 <30> (?)
includes/class-wc-ajax.php 0% <0%> (ø) 428 <15> (+15) ⬆️
.../list-tables/class-wc-admin-list-table-coupons.php 0% <0%> (ø) 26 <26> (?)
includes/class-wc-customer-download.php 55.31% <0%> (-18.41%) 41% <0%> (-5%)
...a-stores/class-wc-customer-download-data-store.php 46.8% <0%> (-11.65%) 28% <0%> (ø)
... and 64 more

Continue to review full report at Codecov.

Legend - Click here to learn more
Δ = absolute <relative> (impact), ø = not affected, ? = missing data
Powered by Codecov. Last update ef4859a...56d86ae. Read the comment docs.

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Looks great! Big improvement. Couple notes before going through the code:

Bug:

  • The "Edit order" button in the modal goes to http://local.wordpress.dev/wp-admin/post.php?post=%20data.data.id%20&action=edit. The order ID isn't set properly in the link, so it won't take you to the order edit page.

UX/UI nitpicks:

  • I don't think we necessarily need the blue border that appears when hovering over the eye. The color-change on the eye is probably enough on its own.
  • I was confused for a little while when hovering the cursor over the status buttons. Orders that don't have order notes have a pointer cursor which makes it clear that it is a link to edit. Orders that have order notes have a tip cursor when hovering over the button, which does not make it clear at all that the button is a link. IMO it should always be a pointer cursor when hovering the buttons, even if the tip is showing.
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claudiulodro commented Nov 3, 2017

Looks great! Big improvement. Couple notes before going through the code:

Bug:

  • The "Edit order" button in the modal goes to http://local.wordpress.dev/wp-admin/post.php?post=%20data.data.id%20&action=edit. The order ID isn't set properly in the link, so it won't take you to the order edit page.

UX/UI nitpicks:

  • I don't think we necessarily need the blue border that appears when hovering over the eye. The color-change on the eye is probably enough on its own.
  • I was confused for a little while when hovering the cursor over the status buttons. Orders that don't have order notes have a pointer cursor which makes it clear that it is a link to edit. Orders that have order notes have a tip cursor when hovering over the button, which does not make it clear at all that the button is a link. IMO it should always be a pointer cursor when hovering the buttons, even if the tip is showing.
Merge pull request #17571 from shivapoudel/tweak-n-fixes
Tweak - Order number to be sortable column
@jameskoster
  • There's some odd border radii here
  • Column widths could use some love

Looks good otherwise!

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@jameskoster Additionally WC Backbone Modal is not responsive like WP Media Modal. If possible that can also be prioritized. What say?

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shivapoudel commented Nov 6, 2017

@jameskoster Additionally WC Backbone Modal is not responsive like WP Media Modal. If possible that can also be prioritized. What say?

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@mikejolley Additionally, IMO clickable phone and email on backbone modal :)

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shivapoudel commented Nov 6, 2017

@mikejolley Additionally, IMO clickable phone and email on backbone modal :)

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capture

@mikejolley @jameskoster caused by this styles

select,
input {
line-height: 32px;
height: 32px;
}

Additionally, in mobile we cannot view order status so it will be much helpful to include in the backbone modal :)

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shivapoudel commented Nov 8, 2017

capture

@mikejolley @jameskoster caused by this styles

select,
input {
line-height: 32px;
height: 32px;
}

Additionally, in mobile we cannot view order status so it will be much helpful to include in the backbone modal :)

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shivapoudel Nov 8, 2017

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@mikejolley Since there is empty row actions for orders there is no way to restore trash order on one click. Yes it can be restore via bulk actions. AFAIK WordPress treats trash posts non editable until it is restored. Also backbone modal shows "Edit order" button which should be like "Restore order" because order cannot be edited though :)

IMO trash status should be like "Trash" with some danger color :)

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shivapoudel commented Nov 8, 2017

@mikejolley Since there is empty row actions for orders there is no way to restore trash order on one click. Yes it can be restore via bulk actions. AFAIK WordPress treats trash posts non editable until it is restored. Also backbone modal shows "Edit order" button which should be like "Restore order" because order cannot be edited though :)

IMO trash status should be like "Trash" with some danger color :)

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@claudiulodro The border helps because the entire row is clickable. It's hard to see if you're on the preview or the row

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mikejolley commented Nov 15, 2017

@claudiulodro The border helps because the entire row is clickable. It's hard to see if you're on the preview or the row

mikejolley added some commits Nov 15, 2017

Merge branch 'master' into tweak/order-screens
# Conflicts:
#	assets/css/admin-rtl.css
#	assets/css/admin.css
#	includes/admin/class-wc-admin-post-types.php

@mikejolley mikejolley merged commit cbc143e into master Nov 15, 2017

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@mikejolley mikejolley deleted the tweak/order-screens branch Nov 15, 2017

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@mikejolley @claudiulodro @jameskoster I've got to ask if there's been testing done here with existing users? I can see this causing a support headache as soon as 3.3 is released, so I'm curious if there's been testing / research done that can be shared on this change.

#14121 and #15889 point out removals or changes to columns on the order list where people wanted more detail, not less. This PR doesn't address those issues; it removes the UI components -- rather than improving the action icon, which clearly shows quick actions have been used by users, it removes them completely, replacing them with bulk actions, going from 1 click to 4 to change statuses.

Not to say I dislike the changes on a personal level, I think it looks cleaner and the clickable ship to / telephone fields are a nice refinement.

Instead, I'm pretty concerned with the support load this is going to generate in terms of order actions going missing. These + missing status icons will likely generate a fair number of support requests for Order Status Manager, if removing email "send" actions in 3.2 was any indication.


Finally, a small bug: the "billing" checkbox should be removed from Screen Options, as that can't be shown whether checked or not.

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bekarice commented Nov 15, 2017

@mikejolley @claudiulodro @jameskoster I've got to ask if there's been testing done here with existing users? I can see this causing a support headache as soon as 3.3 is released, so I'm curious if there's been testing / research done that can be shared on this change.

#14121 and #15889 point out removals or changes to columns on the order list where people wanted more detail, not less. This PR doesn't address those issues; it removes the UI components -- rather than improving the action icon, which clearly shows quick actions have been used by users, it removes them completely, replacing them with bulk actions, going from 1 click to 4 to change statuses.

Not to say I dislike the changes on a personal level, I think it looks cleaner and the clickable ship to / telephone fields are a nice refinement.

Instead, I'm pretty concerned with the support load this is going to generate in terms of order actions going missing. These + missing status icons will likely generate a fair number of support requests for Order Status Manager, if removing email "send" actions in 3.2 was any indication.


Finally, a small bug: the "billing" checkbox should be removed from Screen Options, as that can't be shown whether checked or not.

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Finally, a small bug: the "billing" checkbox should be removed from Screen Options, as that can't be shown whether checked or not.

That may be the CSS styles I added. Narrow screen? I can look into that.

@mikejolley @claudiulodro @jameskoster I've got to ask if there's been testing done here with existing users? I can see this causing a support headache as soon as 3.3 is released, so I'm curious if there's been testing / research done that can be shared on this change.

The screen designs are based on that of Store on WP.com, so there has been a fair amount of design work on that side, we've just adapted it for admin. Maybe @jameskoster can clarify that point.

These + missing status icons will likely generate a fair number of support requests for Order Status Manager

If order status manager uses custom actions (?), the column should display. If any plugin adds custom actions, the column is not removed. Is that the case here?

r/e the extra clicks I went along with #15889 (comment)

If the actions were suitable for anywhere it would be in the preview window - you cannot fulfil orders using the list table view alone as it lacks detailed information about the order.

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mikejolley commented Nov 15, 2017

Finally, a small bug: the "billing" checkbox should be removed from Screen Options, as that can't be shown whether checked or not.

That may be the CSS styles I added. Narrow screen? I can look into that.

@mikejolley @claudiulodro @jameskoster I've got to ask if there's been testing done here with existing users? I can see this causing a support headache as soon as 3.3 is released, so I'm curious if there's been testing / research done that can be shared on this change.

The screen designs are based on that of Store on WP.com, so there has been a fair amount of design work on that side, we've just adapted it for admin. Maybe @jameskoster can clarify that point.

These + missing status icons will likely generate a fair number of support requests for Order Status Manager

If order status manager uses custom actions (?), the column should display. If any plugin adds custom actions, the column is not removed. Is that the case here?

r/e the extra clicks I went along with #15889 (comment)

If the actions were suitable for anywhere it would be in the preview window - you cannot fulfil orders using the list table view alone as it lacks detailed information about the order.

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That may be the CSS styles I added. Narrow screen? I can look into that.

No sorry -- I mean this: http://cloud.skyver.ge/041X3g2D3F44 That screen option doesn't exist any longer, so it can be removed, it won't add a new column if checked.

If any plugin adds custom actions, the column is not removed. Is that the case here?

Nope, I do see the column added if I activate a plugin. I meant the "status icons" in particular, as now they're full words instead of icons -- people get a bit crazy about these 😉

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bekarice commented Nov 15, 2017

That may be the CSS styles I added. Narrow screen? I can look into that.

No sorry -- I mean this: http://cloud.skyver.ge/041X3g2D3F44 That screen option doesn't exist any longer, so it can be removed, it won't add a new column if checked.

If any plugin adds custom actions, the column is not removed. Is that the case here?

Nope, I do see the column added if I activate a plugin. I meant the "status icons" in particular, as now they're full words instead of icons -- people get a bit crazy about these 😉

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The screen designs are based on that of Store on WP.com, so there has been a fair amount of design work on that side, we've just adapted it for admin. Maybe @jameskoster can clarify that point.

I can only clarify for Store on WP. I don't have any research to share, but can confirm that we approached the designs from a stories/flows perspective. IE we focussed on the task(s) at hand on any given screen and tested our designs internally. Naturally we spoke to WooCommerce store owners and factored their feedback in to our designs as well, but ultimately didn't want to get bogged down by wp-admin.

It's important to highlight some differences in the platforms which influence design as well - Store on WP is Calypso based and generally a lot snappier than wp-admin. That allows us to keep screens cleaner. It's also brand new and had no existing user base for us to gather feedback from. That blank slate allowed us to take a position of starting from scratch. Consequently we were keen to keep things as light / simple as possible and add things down the road reactively rather than proactively.

FWIW we're actually looking to improve our order processing flow right now which will allow fulfilment from the order list screen. Perhaps actions could be added to the modal here @mikejolley ?

Ideally in future we should approach these problems design-first rather than closing-issue-first. I know that's tough though given resources, timeframes & deadlines etc. cc @kellychoffman

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jameskoster commented Nov 16, 2017

The screen designs are based on that of Store on WP.com, so there has been a fair amount of design work on that side, we've just adapted it for admin. Maybe @jameskoster can clarify that point.

I can only clarify for Store on WP. I don't have any research to share, but can confirm that we approached the designs from a stories/flows perspective. IE we focussed on the task(s) at hand on any given screen and tested our designs internally. Naturally we spoke to WooCommerce store owners and factored their feedback in to our designs as well, but ultimately didn't want to get bogged down by wp-admin.

It's important to highlight some differences in the platforms which influence design as well - Store on WP is Calypso based and generally a lot snappier than wp-admin. That allows us to keep screens cleaner. It's also brand new and had no existing user base for us to gather feedback from. That blank slate allowed us to take a position of starting from scratch. Consequently we were keen to keep things as light / simple as possible and add things down the road reactively rather than proactively.

FWIW we're actually looking to improve our order processing flow right now which will allow fulfilment from the order list screen. Perhaps actions could be added to the modal here @mikejolley ?

Ideally in future we should approach these problems design-first rather than closing-issue-first. I know that's tough though given resources, timeframes & deadlines etc. cc @kellychoffman

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kevin25 Nov 16, 2017

Please allow to search customer by numbers.

kevin25 commented Nov 16, 2017

Please allow to search customer by numbers.

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@kevin25 could you go into a bit more detail of what you mean by that? How does it relate to this orders screen, etc.

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WPprodigy commented Nov 16, 2017

@kevin25 could you go into a bit more detail of what you mean by that? How does it relate to this orders screen, etc.

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kevin25 Nov 16, 2017

I need to search customers by their mobile numbers. But right now it seems not to support it. So i just want to add this as features on the filter.

kevin25 commented Nov 16, 2017

I need to search customers by their mobile numbers. But right now it seems not to support it. So i just want to add this as features on the filter.

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Personally I like this a lot. I think it's miles better in terms of usability and looks. I do agree with @bekarice though, I'm concerned about end-user pushback because it breaks their business workflow. Not that that's a reason not to make changes obviously, people will and do adjust. (Though there's always a loud few who try their best not to 😄.) A couple things that I've noticed after giving this a run:

  • I know users that currently use the orders screen to quickly identify orders that, for example, use international shipping, or a specific payment method (like check payments). I believe you can search on shipping methods, but maybe an added filter for payment methods would mitigate the loss of that information? Otherwise a user has to click on order preview over and over to find what they're looking for. [I suppose this info could be added with some customization as a custom column if needed too.] (edit: Just noticed the payment method tooltip on the order total. I still think some additional filtering would be nice though.)
  • It might be good to have the order total in the preview modal as well as in the list table. Seems a little confusing without it (e.g. the order total here is $34 after $10 of shipping which isn't shown - https://cl.ly/2g441Q2R2a2K) This is doubly true on small screens where the order total doesn't appear in the main list table.
  • In a similar vein, or as an alternative to the above (at risk of cluttering the modal up too much) it might be nice to see used coupons in the preview (and shipping cost, taxes and/or fees).
  • Moving the quick status actions to the bulk action dropdown I bet will be a sticky issue - again, was 1 now is 4 clicks. At the very least some good education to users that this is what happened will be needed. I bet there will be plenty of people who can't find the new location. Ideally in my mind this would be some sort of select input in the status column, or a toggle that appeared on hover, so you can change things at the location of the information. The bulk editor always felt a little clunky to me, but I get that it keeps things clean and uses a native WP interface.
  • The billing column disappears at a pretty large breakpoint. Looks like that was noted above as well.

Over all though I think this is a great step. None of these points are do-or-die, and I'd be happy moving forward as is. Nice work! 👍

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willgorham commented Nov 16, 2017

Personally I like this a lot. I think it's miles better in terms of usability and looks. I do agree with @bekarice though, I'm concerned about end-user pushback because it breaks their business workflow. Not that that's a reason not to make changes obviously, people will and do adjust. (Though there's always a loud few who try their best not to 😄.) A couple things that I've noticed after giving this a run:

  • I know users that currently use the orders screen to quickly identify orders that, for example, use international shipping, or a specific payment method (like check payments). I believe you can search on shipping methods, but maybe an added filter for payment methods would mitigate the loss of that information? Otherwise a user has to click on order preview over and over to find what they're looking for. [I suppose this info could be added with some customization as a custom column if needed too.] (edit: Just noticed the payment method tooltip on the order total. I still think some additional filtering would be nice though.)
  • It might be good to have the order total in the preview modal as well as in the list table. Seems a little confusing without it (e.g. the order total here is $34 after $10 of shipping which isn't shown - https://cl.ly/2g441Q2R2a2K) This is doubly true on small screens where the order total doesn't appear in the main list table.
  • In a similar vein, or as an alternative to the above (at risk of cluttering the modal up too much) it might be nice to see used coupons in the preview (and shipping cost, taxes and/or fees).
  • Moving the quick status actions to the bulk action dropdown I bet will be a sticky issue - again, was 1 now is 4 clicks. At the very least some good education to users that this is what happened will be needed. I bet there will be plenty of people who can't find the new location. Ideally in my mind this would be some sort of select input in the status column, or a toggle that appeared on hover, so you can change things at the location of the information. The bulk editor always felt a little clunky to me, but I get that it keeps things clean and uses a native WP interface.
  • The billing column disappears at a pretty large breakpoint. Looks like that was noted above as well.

Over all though I think this is a great step. None of these points are do-or-die, and I'd be happy moving forward as is. Nice work! 👍

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alfonsberger Feb 14, 2018

@mikejolley not sure why you closed the comments at your blog post.

no, you don't need to know the items in the order to fulfill it. all you need is the price and address. we have many products with a unique price. no need to open the order. just copy/paste the address to the label printer.

please bring back email-address, customer note and the possibility to copy an address as others said as well. thank you

alfonsberger commented Feb 14, 2018

@mikejolley not sure why you closed the comments at your blog post.

no, you don't need to know the items in the order to fulfill it. all you need is the price and address. we have many products with a unique price. no need to open the order. just copy/paste the address to the label printer.

please bring back email-address, customer note and the possibility to copy an address as others said as well. thank you

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@alfonsberger Because people were using comments for bug reports.

possibility to copy an address.

In 3.3.2 already.

bring back email-address, customer note

Use new preview window or add custom columns of your own desire.

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mikejolley commented Feb 14, 2018

@alfonsberger Because people were using comments for bug reports.

possibility to copy an address.

In 3.3.2 already.

bring back email-address, customer note

Use new preview window or add custom columns of your own desire.

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alfonsberger Feb 14, 2018

A shame user need to invest now in additional plugins or custom coding for functions that where faster accessible before. In this term the new screen it is a step backwards as it needs more time to work with orders.

Speaking of bugs. Can we please stop horizontal scrolling for order item:
bug-scrolling

alfonsberger commented Feb 14, 2018

A shame user need to invest now in additional plugins or custom coding for functions that where faster accessible before. In this term the new screen it is a step backwards as it needs more time to work with orders.

Speaking of bugs. Can we please stop horizontal scrolling for order item:
bug-scrolling

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alfonsberger Feb 14, 2018

With the old overview there was zero delay of show/hide the order items. We never noticed any performance issues with the old overview, but we do notice now the spinning/loading icon for the preview and the short time we need to wait till the preview comes up.

Suggestion: After the overview screen is fully loaded, also load the preview for each order in the background.

alfonsberger commented Feb 14, 2018

With the old overview there was zero delay of show/hide the order items. We never noticed any performance issues with the old overview, but we do notice now the spinning/loading icon for the preview and the short time we need to wait till the preview comes up.

Suggestion: After the overview screen is fully loaded, also load the preview for each order in the background.

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Feel free to open up a bug report issue, pull request, or vote on the ideas board :). But commenting on past pull requests isn't the place to voice complaints I'm afraid.

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WPprodigy commented Feb 14, 2018

Feel free to open up a bug report issue, pull request, or vote on the ideas board :). But commenting on past pull requests isn't the place to voice complaints I'm afraid.

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alfonsberger Feb 14, 2018

Sorry about that, I'm not a developer just a power-user and don't know much about "Github". Just came over from your blog and will try the option you mentioned

alfonsberger commented Feb 14, 2018

Sorry about that, I'm not a developer just a power-user and don't know much about "Github". Just came over from your blog and will try the option you mentioned

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