Upgrade the Admin console filters, add additional per record status options and include additional fields in CSV export

[jim-mcgowan]

• On the Smoke Alarm Installation Requests page, add the title “Search Filters” subtitle.
• Change Search By Name to Search and permit searching in the name, address, e-mail and phone number fields.
• Rename the apply filters button to Apply.
• Rename the clear filters button to Reset.
• Change status to installation status and add additional statuses to the menu: duplicate, invalid.
• Stack the Search, Start Date, End Date and Sort By filters on the lefthand side (first column). Slide Results Per Page and Installation Status to the left (2nd column). Slide Regions to the left (3rd Column). Stack Apply, Reset and CSV Export on the right (4th column).
• Provide new communication status checkboxes with a corresponding date field and picker. The statuses shall be: 1st contact, 2nd contact and 3rd contact (the date fields can be 1st contact date, 2nd contact date, etc.). Set the checkboxes so that 2nd contact box cannot be checked unless 1st contact box is checked and the 3rd contact box cannot be checked unless 1st contact and 2nd contact boxes are checked.
• Allow for a control- (or command-) click to select or deselect all Region checkboxes (or provide a Select all / Deselect all option).
• Add installation status and communication status to the CSV export.

[kfogel]

@frankduncan Could you take a look at this and just confirm to me that every point listed makes sense to you? After that we can discuss how to schedule the work; for the moment, I just want to make sure that we have a complete & shared understanding of what the work consists of.

[frankduncan]

@kfogel (cc @OhMcGoo )

This is all pretty straightforward, except for the new communication status column. I think the goal here is to record when a user has been contacted by and admin. Some questions:

• Is the number of contact dates (three) related to a specific need, or is it just a useful number of contact dates and there can be just one contact date, or just two?
  • If the latter, should we make the interface represent that with some kind of "add a contact date" that you can click as many times as you want, perhaps with its own modal?
• Do we want to be able to uncheck/remove contact dates?
• Do we want to be able to change the contact dates after they've been entered?
• Do we want to be able to filter by contact dates, or maybe just whether a contact date has happened?
• For the CSV output 'communication status', do we want the latest contact date, all the contact dates, or just whether a contact date has been entered (or maybe even number of contact dates)?
• Do we want to record who did the contacting?

[jim-mcgowan]

Is the number of contact dates (three) related to a specific need, or is it just a useful number of contact dates and there can be just one contact date, or just two?

Three is the maximum number of times we want to reach out to a requestor. If they don't reply after three attempts, we will cancel their request.

If the latter, should we make the interface represent that with some kind of "add a contact date" that you can click as many times as you want, perhaps with its own modal?

Not sure what this means.

Do we want to be able to uncheck/remove contact dates?

No.

Do we want to be able to change the contact dates after they've been entered?

Yes, just in case someone makes a mistake.

Do we want to be able to filter by contact dates, or maybe just whether a contact date has happened?

Eventually, yes, but I think we hold off for now.

For the CSV output 'communication status', do we want the latest contact date, all the contact dates, or just whether a contact date has been entered (or maybe even number of contact dates)?

Just the most recent entry.

Do we want to record who did the contacting?

Eventually, perhaps, but I think we hold off for now.

[frankduncan]

If the latter, should we make the interface represent that with some kind of "add a contact date" that you can click as many times as you want, perhaps with its own modal?

Not sure what this means.

It's moot given that we're locking it to three, but the idea was having an interface with a button to add a contact date, rather than three checkboxes that are always present but only enabled after the previous ones are checked.

[jim-mcgowan]

Got it.

Thanks.

On Feb 20, 2019, at 4:14 PM, Frank Duncan notifications@github.com wrote:

If the latter, should we make the interface represent that with some kind of "add a contact date" that you can click as many times as you want, perhaps with its own modal?

Not sure what this means.

It's moot given that we're locking it to three, but the idea was having an interface with a button to add a contact date, rather than three checkboxes that are always present but only enabled after the previous ones are checked.

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