Implement Dashboard: flow for adding items to dashboard from dashboard page

[HeleenSG]

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name: Feature request about: flow for adding items to dashboard from dashboard page title: "flow for adding items to dashboard from dashboard page" labels: "feature" assignees: ""

About this feature

Following the stakeholder session on 28 aug. 2024 the first scope of dashboards will be the possibility for users to add queries to their dashboards. These queries can stam from the findings list (live) with filters and sorting, or directly from reports (user set interval).

Detailed description

Feature benefit/User story

It gives the users the ability to customize the content of the dashboard to fit their needs.

Specifications

The implementation should include…

• [ ] features as designed
• [ ] flow as designed
• [ ] edit flow
• [ ] unhappy flows (as designed)

Feel free to split this into smaller tickets if needed.

Additional information

-

Design

Screenshots

Couple of samples:

Figma link

This part should only be filled in by the OpenKAT design team.

Implementation

This part should only be filled in by the developers.

Possible solution

Outline your proposed solution for implementing the feature. You can include any specific ideas, designs, or functionalities here.

Alternatives considered

Describe any alternative approaches or solutions you've considered, and why you believe the proposed solution is superior.

[RomijnHumanoids]

For review: https://www.figma.com/design/IeJhr10MyKa2CL6qZSiNJy/%E2%9C%8D%F0%9F%8F%BC-KAT-%7C-For-Review-%7C-Dashboard?node-id=2302-5&t=QuQlitmyTBtd9aUU-1

[RomijnHumanoids]

Updated design in review after feedback in stakeholder session. https://www.figma.com/design/IeJhr10MyKa2CL6qZSiNJy/%E2%9C%8D%F0%9F%8F%BC-KAT-%7C-For-Review-%7C-Dashboard?node-id=2302-5&t=n3ibVEcpvHIy1F4l-1

Changelog:

• From review suggestion: list columns configurable; being able to toggle show/hide per columns.

• From review suggestion: adding a configurable column for “Last proven date” next to creation date for object- & findings lists.

• Possibility to add half sized dashboard items (possibly not in first implementation). Flow of how to edit order of half sized items on a grid.

• Add report section flow preview page added. In case of adding multiple sections at once, setting their size to half screen can have visual consequences to the content that users might want to preview before adding them to the dashboard instantly.

• To be continued in other ticket: adding report sections from within the reports itself.

[RomijnHumanoids]

Updated design for review.

https://www.figma.com/design/IeJhr10MyKa2CL6qZSiNJy/%E2%9C%8D%F0%9F%8F%BC-KAT-%7C-For-Review-%7C-Dashboard?node-id=2370-24682&t=Qb1G5rXZGDdqLCvv-1

Change log:

• Selecting report for report section dashboard item: one at a time.
• Changed layout of subchapters selection from table to a nested form. Added possibilities for subchapter configuration.
• Show preview of report section dashboard item on second (last) page of the flow where user selects report sections to add.
• Added mobile design proposal on 320px.

Worked on the flow of adding report section to dashboard from within reports in other ticket #3745

[RomijnHumanoids]

Design has been reviewed & approved for implementation. This ticket will be an implementation ticket from now on.

Implementation file: https://www.figma.com/design/jDLNUhJ5GeQ4uoPagn2qrs/%E2%9C%85-KAT-%7C-Approved-%7C-Dashboard?node-id=2302-75196&t=zNNkHzSt26l7UMVy-1