Closed dave-mills closed 1 year ago
I got latest code and performed testing in my local env.
I created a new portfolio and created a new initiative for testing. I finished assessing red flags, principles and additional criteria.
The principles marked as NA are showed in grey color, NA principles are listed for easy reference.
In dashboard, I choose my newly created profolio. There is only one initiative in this portfolio. I have fully assessed red flags, principles and additional criteria. But "Fully assessed" is 0... Um... how do we consider an initiative as "Fully assessed"...?
The Total Budget and AE-focused Budget do not show amount... All migration files are executed in my local env. Including the recent one for projects.exchange_rate. Will it be related to column "budett_org"?
Dashboard > Summary of Red Flags, it is correct.
Dashboard > Summary of Principles
Nice to have below new feature:
Dashboard > Summary of Principles
I realised that when mouse over a principle segment (GREEN / YELLOW / RED), a popup will show the percentage. The same feature also applies to the grey tiny bar, which is nice.
As the bar is quite tiny, it may be not easy to exactly move the mouse over it.... Maybe we will need to add instructions to mention this, probably in the upcoming small question mark ? inline help.
As discussed, I added a bug fix to exclude soft-deleted projects in dashboard stored procedure. Performed testing in my local env, confirmed that soft-deleted projects are excluded in dashboard.
In dashboard, I choose my newly created profolio. There is only one initiative in this portfolio. I have fully assessed red flags, principles and additional criteria. But "Fully assessed" is 0... Um... how do we consider an initiative as "Fully assessed"...?
The Total Budget and AE-focused Budget do not show amount... All migration files are executed in my local env. Including the recent one for projects.exchange_rate. Will it be related to column "budett_org"?
The dashboard budget not showed issue has been resolved in PR #199. The fully assessed also show correct value.
I think it is good to merge now.
This PR addresses an issue highlighted by Emile, where there is no visual indication of principles that were marked as NA.
Currently,
Carlos suggested an improvement for the dashboard in the attached - adding a thin grey bar over the top of the main block colours for each principle to show the % of initiatives that marked the item as NA. This PR adds those bars, along with a description below the graphic.
The PR also updates the spider chart on the initiative show page to grey out the items marked as NA.
Suggestion for summary of initiatives.pptx
This PR doesn't address the 3rd slide, that includes suggested updates to the text / way of explaining the total rating for individual initiatives. We'll include that in a broader 'documentation / guides' PR.