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Add "PAFs for review" table for paf approvers #3645

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merged 8 commits into from
Dec 13, 2023

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sandeepsajan0
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@sandeepsajan0 sandeepsajan0 commented Nov 4, 2023

Fixes #3535

Right now, we have two tables on the approvers dashboard "PAF waiting for approval" and "PAF waiting for assignee" but as per the latest design we want a new table "PAFs for review" that contains data from both of the above tables and list it in a simple manner.
In this PR we are just adding that new table but not removing the older ones, once we are done with the new table testing and are ready to have it then we can remove the older ones.

image

The date requested column is kind of not clear yet.
We have multiple dates, one of them is the "Submitted date" which is when a lead/staff submits the PAF for the first time. Another one is "Updated date" which is when staff submits or this approval(not paf) is updated even for change approver/assignee(right now I have used this one).
But I think we might need to maintain one more date as the "date requested" for every approval, which might be different from both of the above dates in sequential workflow(ex: the second approval date_requested will be set as the first approval approved_date) while it will be same as submit_date for parallel workflow.

What do you all think, is the submit_date enough, or should we have date_requested as another as explained above?

Update
We decided to use submit_date as date_requested.
Removing the old tables as the new table contains both old tables' data.

@sandeepsajan0 sandeepsajan0 changed the title Add "PAFs for review" table for paf approvers(contracting team) Add "PAFs for review" table for paf approvers Nov 4, 2023
@sandeepsajan0 sandeepsajan0 marked this pull request as ready for review November 4, 2023 11:53
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Added a minor code organization tip.

@fourthletter
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What do you all think, is the submit_date enough, or should we have date_requested as another as explained above?

We decided on November 7 that submit_date is enough and the date_requested is when staff submits the PAF for approval.

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@frjo It is also ready for testing.

@frjo frjo added Type: Enhancement This is an improvement of an existing thing (not a new thing, which would be a feature). Status: Needs testing Tickets that need testing/qa Type: Patch Mini change, used in release drafter labels Nov 9, 2023
@abhiXII
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abhiXII commented Nov 16, 2023

The table columns are clickable but it doesn't do any sorting. Also can we make only the columns with arrows clickable but not the others?
for example in this table, make only the date requested column clickable and not others? also when someone clicks on the column header, the arrow should also change from pointing down (descending order) to pointing up (ascending order).
image

are we also planning to add View all PAFs option on the top right of the table? like this or is that only when there are more PFAs than what can be shown in the table?
image

also because the arrow head looks a bit misaligned, can we use the double arrowhead icon instead? or try to align that one?

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@abhiXII thanks for the feedback.
Yes, looks like sorting has some issues (not working at all). I'll try to fix the arrows as well.

are we also planning to add View all PAFs option on the top right of the table?

I think we should show all the PAF for review on the dashboard only. In the all PAF table, we can include all other PAFs that might not require your review but someone else review and you may need to look into that.

@frjo frjo removed the Status: Needs testing Tickets that need testing/qa label Nov 20, 2023
@sandeepsajan0 sandeepsajan0 force-pushed the feature/paf-review-dashboard-table branch from 3b86b44 to 4d25eef Compare November 29, 2023 05:50
@sandeepsajan0
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I have fixed the sorting issue, only Date requested is clickable now, and also aligned the arrows. I went with the single arrows because it also shows the direction of sorting.
@frjo We can put it on test again.

@frjo frjo added the Status: Needs testing Tickets that need testing/qa label Nov 29, 2023
@wes-otf
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wes-otf commented Dec 1, 2023

This looked good in test, I only saw a small issue where making the screen width < 1024px caused the table to act a little weird. I'm not sure how concerned we are about mobile/tablet views for the staff dashboards and perspectives though so this might not matter all that much and can be put to live.

Screen Shot 2023-12-01 at 10 49 19

@sandeepsajan0
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@wes-otf Thanks for bringing that up. I also see this issue with other projects and invoice related tables. I'll fix it for PAF for review table in this PR but I think we also need a separate issue for other tables.
image

@sandeepsajan0
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Updated table view only for tablets or smaller size screens.
image

@frjo
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frjo commented Dec 6, 2023

Latest version on test now.

@frjo frjo merged commit d0d5386 into main Dec 13, 2023
@frjo frjo deleted the feature/paf-review-dashboard-table branch February 12, 2024 11:47
wes-otf pushed a commit that referenced this pull request May 7, 2024
Fixes #3535 

Right now, we have two tables on the approvers dashboard "PAF waiting
for approval" and "PAF waiting for assignee" but as per the latest
design we want a new table "PAFs for review" that contains data from
both of the above tables and list it in a simple manner.
In this PR we are just adding that new table but not removing the older
ones, once we are done with the new table testing and are ready to have
it then we can remove the older ones.

The date requested column is kind of not clear yet. 
We have multiple dates, one of them is the "Submitted date" which is
when a lead/staff submits the PAF for the first time. Another one is
"Updated date" which is when staff submits or this approval(not paf) is
updated even for change approver/assignee(right now I have used this
one).
But I think we might need to maintain one more date as the "date
requested" for every approval, which might be different from both of the
above dates in sequential workflow(ex: the second approval
date_requested will be set as the first approval approved_date) while it
will be same as submit_date for parallel workflow.

What do you all think, is the submit_date enough, or should we have
date_requested as another as explained above?

**Update**
We decided to use submit_date as date_requested.
Removing the old tables as the new table contains both old tables' data.
wes-otf pushed a commit that referenced this pull request May 8, 2024
Fixes #3535 

Right now, we have two tables on the approvers dashboard "PAF waiting
for approval" and "PAF waiting for assignee" but as per the latest
design we want a new table "PAFs for review" that contains data from
both of the above tables and list it in a simple manner.
In this PR we are just adding that new table but not removing the older
ones, once we are done with the new table testing and are ready to have
it then we can remove the older ones.

The date requested column is kind of not clear yet. 
We have multiple dates, one of them is the "Submitted date" which is
when a lead/staff submits the PAF for the first time. Another one is
"Updated date" which is when staff submits or this approval(not paf) is
updated even for change approver/assignee(right now I have used this
one).
But I think we might need to maintain one more date as the "date
requested" for every approval, which might be different from both of the
above dates in sequential workflow(ex: the second approval
date_requested will be set as the first approval approved_date) while it
will be same as submit_date for parallel workflow.

What do you all think, is the submit_date enough, or should we have
date_requested as another as explained above?

**Update**
We decided to use submit_date as date_requested.
Removing the old tables as the new table contains both old tables' data.
@frjo frjo removed the Status: Needs testing Tickets that need testing/qa label Oct 17, 2024
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New table for PAF Approvers dashboard (PAF for review)
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