News to notes - Part 4 - Publication and news display revamping

[Julien-Dubois-eXo]

Rationale

We need to review the publication drawer to enhance the publication experience for notes and news. Here are the gaps expressed by end-users:

• not possible to publish a note in a new list
• schedule only limited to space with redactors
• not possible to hide the redactor and the redaction on a news
• space host does not have publication permission by default

1. Functional Requirements

Top User Stories

Publication drawer

• UX at opening = expand by default

• Check properties (metadata)

  • Quick edit for both properties

• Publication location:

  • Activity stream
  • when editing the publication: check box "Go up to the stream" to choose to post again or go up the activity in the stream
  • news list targets:
  • rework of target selected display
  • review of publishing permission in a news list
    • space host must have by default the publish permission. Redactor does not have by default the permission to publish
    • display only if: [Publisher/space hosts + the space has permission on a target] OR [member of a group that has permission on a target]

• Schedule:

  • Post on the Stream and publish the News list
  • Depublication only from the News list
  • Available to all members no matter if a redactor is present or not
  • Selection of a period: [between, from, until]
    • if no publishing permission (only posting in the stream) only "From"
    • if publish permission default value "Between"
    • Default date proposition:
    • Publication: next day at 08:00 AM
    • Depublication: in two weeks at 08:00 AM

• Advanced settings

  • Hide redactor: choose if the redactor's name is displayed or not on the article and the news list
  • Hide reaction: enable/disable the reaction on the article (like, comment, kudos, share) on the article and the article activity in the stream

Publication drawer whith no Publish permission

Publication with Publish permission

Targets

• Automatic creation of a target at the space creation
  • Default permission on the target = the space created
• Add a target management menu in the space settings with only the targets authorized for the space

Note publication

• Note publication will be no longer available during the edition
• Add publish options in the 3 dots actions menu of a note
  • Publish/post a note will display the article activity with the content of the note.
  • It's the same content displayed in different places.
  • A modification on the note will be also available in the article and vice versa.

News display

• UI harmonization with notes display
• "Open in Notes app" option in the 3 dots of the article when the article is published from a note.
  • Open the note related to the article
  • Only for users with access to the space
• UX review of the location when clicking on the back arrow on a new activity
• Display only the last redactor and update date on a news
• Mobile UI of an article activity in the activity stream

News display - with redactor

News display - without redactor

Open in Notes app

News referencing

• Add the ability to reference an article in a note tree
• Undo the referencing of an article in an a note tree

Diagram for notes/news publication

Impacts

Notifications

• Remove unread activity for publishing a news
• Review of notification condition
  • No notification at all if no location (post in the stream or publish in a news list) is selected
  • Post an activity notification if "post in the stream" selected
  • Publication notification if "publish in a news list" selected
  • if "post in the stream" + "publish in a new list" selected -->
  • publication notification: on-site, email only
  • article post notification: no on-site, no email but unread activity
  • Harmonization of publishing an article notification --> remove the article title in the notification title
• Fix of "go to news" redirection URL on e-mail publishing notification --> redirection to the public URL

2. Technical Requirements

Expected Volume & Performance

Security

Extensibility

Configurability

Upgradability

Existing Features

Feature Flags

All FF will be removed at the end of the iteration

Note publication	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.notePublication.enabled	False	all users	True: Display the "Publish" option in a note's 3-dot action menu. False: Hide the "Publish" option in the 3 dots action menu of a note

New Open in Notes app option	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.articleGotoNoteLocation.enabled	False	all users	True: Display the "Go to Note" option in an article's 3-dot action menu. False: Hide the "Go to Note" option in the 3 dots action menu of an article

New Refer in the note option	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.articleReferInTheNotes.enabled	False	all users	True: Display the "Refer in the note" and "Undo referencing" options in an article's 3 dots action menu. False: Hide the "Refer in the note" and "Undo referencing" options in the 3 dots action menu of an article

News publication	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.articleNewPublicationDrawer.enabled	False	all users	True: Display the new publication drawer when publishing a news. False: Display the old publication drawer when publishing a news

News display	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.articleNewLayout.enabled	False	all users	True: Open an article displays the new Article layout. False: Open an article displays the old Article layout

Target	Property Name	Default Value	Target Audience	Functional Behaviour
exo.feature.autoCreateTarget.enabled	False	all users	True: Target automatic creation at the space creation and display the target management menu in the space settings False: No Target automatic creation at the space creation and hide the target management menu in the space settings

Other Non Functional Requirements

3. Impacts

Documentation

Training

4. Software Architecture

Security

Access

• GUI
• API

Services & processing

• Ex: Scheduled Jobs

Data and persistence

• Macro data model
• Persistence layer
• Use of caches

  Clustering

Multitenancy

Integrations

Migration strategy

5. Annexes

• Reasoning that explain the technical choices
• Impacts
• References

[Julien-Dubois-eXo]

@azayati you can check and start to complete the technical part. @margondicco FYI. I would also like to add an improvement about the "Publisher promotion". Presently no matter if a space cannot publish news (no targets allowed for the space), we have the Publisher role present. It generates confusion for the end users (what this role means, why we have it while it's useless etc). I would suggest showing the promotion action and the publisher filter only if at least one target is allowed for the space.

@srenault-meeds for review.

[Julien-Dubois-eXo]

@margondicco @srenault-meeds je me demande également si on ne devrait pas mettre visuellement en avant quand un article est issue d'une note. WDYT?

Actuellement j'ai mis l'option "Accéder à la note" dans les 3 points, ce qui n'est pas visible. Ca me semble important de savoir quand un article est la publication d'une note.

[Julien-Dubois-eXo]

@margondicco j'ai ajouté la partie "Target" (création auto des targets à la création de l'espace) pour permettre l'ajout et la gestion des Newslists en autonomie par l'animateur d'espace. Je n'ai pas mis ici la partie admin qui permet de désactiver cela. De ce que j'ai compris c'est surement après qu'on ferait cela dans une logique plus globale de permission.

[srenault-meeds]

Hello, is that submitted? I still see it as "Opened" and I don't see any rationale explaining the WHY. Thanks @Julien-Dubois-eXo

[Julien-Dubois-eXo]

@srenault-meeds I have added the rationale section.

[srenault-meeds]

If you allow me to do it, here are my observations:

space host should have by default the publish permission. Redactor has not by default the publish permission

I would say must have instead of should have Redactor does not have

Publication drawer with publishing permissions

I don't see the default start date for this case. Do we plan to suggest it or not? This makes a different UX in comparison with the simple scheduling which suggesting the day after at 8am

Add a target management menu in the space settings with only the targets authorized for the space

Can we not implement it for now? Indeed, we plan to review this settings page soon (in 2 or 3 weeks).

Add publish options in the 3 dots actions menu of a note

Can we rearrange the list of options please? Indeed, export/import options are only proposed at the root page. I don't see anymore the delete option. Suggestion of sorting:

1. Publish
2. Copy Link
3. Print to PDF
4. History version
5. Export
6. Import
7. Delete

"Go to Note" option in the 3 dots of the article when the article is published from a note.

• open the note related to the article

When reading it, I have the feeling that two contents are created for one. One note and one article while it is the same I thought. Do we agree on this? Maybe, we can suggest something different: Open in Notes App

UX review of the location when clicking on the back arrow on a new activity

Not understood.

Display only the last redactor and update date on a news

How can we list other redactors? In the version history drawer?

Display of redactor/space

Can we display it after the summary like it is done on Medium, Lemonde.fr, lequipe.fr, etc.? Please, can you make sure the square space avatar is displayed with a square and a radius applied to it? Actually, I only want to make sure you reuse the display we have for a space.

Refer to a note

Can we undo this? I mean, can we remove an article from the notes app without removing the whole article?

Remove unread activity for publishing a news

Are you sure about this? Why this proposition?

Feature flags

Lots of feature flag. Can we imagine less FF or one only? Is that only for dev? Or do you plan to deliver it once the MIP is ready to be delivered?

[Julien-Dubois-eXo]

@srenault-meeds Here are my answers.

space host should have by default the publish permission. Redactor has not by default the publish permission

I would say must have instead of should have Redactor does not have

Do not hesitate to correct directly this kind of mistake.

Publication drawer with publishing permissions

I don't see the default start date for this case. Do we plan to suggest it or not? This makes a different UX in comparison with the simple scheduling which suggesting the day after at 8am

We will keep this behavior. I just did not mention it. I have added them

Add a target management menu in the space settings with only the targets authorized for the space

Can we not implement it for now? Indeed, we plan to review this settings page soon (in 2 or 3 weeks).

I let you check that with @margondicco. For the moment we are not ready to start this part so I don't see any issue.

Add publish options in the 3 dots actions menu of a note

Can we rearrange the list of options please?

No problem with changing the order. I will update the design. The action menu is the one of the "Home" so it's not possible to Delete it. I can make the design of another note if it's disturbing.

"Go to Note" option in the 3 dots of the article when the article is published from a note. Do we agree on this? Maybe, we can suggest something different: Open in Notes App

Yes, it's the same content. No problem to change the label. Description updated.

UX review of the location when clicking on the back arrow on a new activity

Not understood.

When you read an article and you click on the "back arrow" you have different behavior according to where you open the article. In main cases, it's not where you open the article but the Home of the platform.

Display only the last redactor and update date on a news

How can we list other redactors? In the version history drawer?

The history version of the note must list the modification done also from the News editor so yes you should be able to check all the redactors when the note is referenced in a note tree. If it's only an article we just can't but I don't see the interest to have this ability. We are changing this behavior especially because we notice that the information is not used.

Display only the last redactor and update date on a news

How can we list other redactors? In the version history drawer?

I will change the design

Refer to a note

Can we undo this? I mean, can we remove an article from the notes app without removing the whole article?

Good point, I have added a feature to undo it.

Remove unread activity for publishing a news

Are you sure about this? Why this proposition?

Yes, it's causing an issue for the end user. They have a red dot on the space but there is no new activity at all in the space. They thought there was a bug. Publishing is not generating activity so no unread activity. The activity is linked to the "post an article".

Feature flags

Lots of feature flag. Can we imagine less FF or one only? Is that only for dev? Or do you plan to deliver it once the MIP is ready to be delivered?

As mentioned at the beginning they will be all removed at the end of the iteration and before we deliver the MIP to you. I need to have several to manage the delivery for CI/CD. If I use only one or less the delivery will be less smooth or not managed. I mentioned them here to be able to discuss with tech lead.

[Julien-Dubois-eXo]

Designs updated

[srenault-meeds]

Ok for me. Thanks