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    Topic:   Research Task module help  

    This topic contains 30 replies, has 3 voices, and was last updated by macalter macalter 1 year, 9 months ago.

    Viewing 15 posts - 1 through 15 (of 31 total)
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    • #5470
      Roy
      Roy
      Participant

      106 posts

      Nigel:

      Since a widget cannot be scrolled, my Research Tasks module has become too large to be comfortably shown as a widget. I would like to move that info to a Resource page or a separate file under the Extra-menus module. I haven’t been successful in coding what is necessary to pull the info over. If you have time, would you please post that info?

      On occasion, the Recent Changes module also becomes too large as a widget. I don’t want it on the home page but the respective report provides a satisfactory work-a-round.

      Thanks for all you do.

      #5471
      macalter
      macalter
      Participant

      544 posts

      nc-east:
      I use the Research Task too and it’s quite long. So I put it at the top left of my home page and set it to managers only (of which there is only me) so it’s not viewed by anyone else. The height shows 4 entries at a time, but I prefer that over the Widget. I like this way over a resource page that would be, I think, like the old My Page.

      -----
      Kiwitrees:
      "A-D connections 3.3.1"
      PHP 7.0 Fast CGI

      "The Royals 3.3.1"
      PHP 7.0 Fast CGI
      mySQL server: 5.1.56
      MacOS: 10.11.6  (El Capitan)
      Browsers (mac): Safari  Version 11.0;  Firefox 55.0.3
      [updated: 22 Sep 2017]

      #5472
      kiwi
      kiwi
      Keymaster

      1496 posts

      Since a widget cannot be scrolled, my Research Tasks module has become too large to be comfortably shown as a widget. I would like to move that info to a Resource page or a separate file under the Extra-menus module. I haven’t been successful in coding what is necessary to pull the info over. If you have time, would you please post that info?

      On occasion, the Recent Changes module also becomes too large as a widget. I don’t want it on the home page but the respective report provides a satisfactory work-a-round.

      That’s a very interesting idea, and triggers a possible solution to mental issue bugging me for a while.

      I want to start replacing all the existing Reports menu items with better alternatives. But the way the current reports are designed make it harder to mix new with old. So ideally I need a new main menu item for the “new” reports while phasing out the old. It’s too much work to simply switch from old to new in one go.

      Your use of the term “Resources” might just be the answer. Similar enough to “Reports” to be compatible, but different enough to fit side by side at least until the Reports set become redundant, and easily implemented quite quickly.

      Adding “resource” page versions of (some) widgets seems like a reasonable direction to go too. (@Mac – note “adding” not “replacing”, thus giving more choice).

      I will definitely look closely at this. I’ll see if I can do something with research tasks along these lines next week as an initial trial.

      Nigel
      My personal kiwitrees site is www.our-families.info
      #5473
      kiwi
      kiwi
      Keymaster

      1496 posts

      Just a quick “ps” on your comment that widgets can’t be scrolled.

      That was a design choice, but one that can easily be changed with a custom styles (CSS) page. It’s only a case of giving the right element something like “overflow-x: auto” and a fixed height.

      Nigel
      My personal kiwitrees site is www.our-families.info
      #5474
      kiwi
      kiwi
      Keymaster

      1496 posts

      Roy

      Attached is a new module that (I hope) does what you need. It’s not in a fully finished state but works well enough for now. It does need adding to the ‘Extra menus” menu as you suggested. Later I aim to include it in a new “Resources menu group.
      Installation as follows:

      1. Unzip it to the modules_v3 folder like any other module
      2. Go to Administration > Modules > Manage modules and enable it
      3. Go to Administration > Modules > Menus set your preferred access level and save.
      4. Go to your Extra menus config ( Administration > Tools > Extra menus and add a new menu item with the url “module.php?mod=resource_todo&mod_action=show”

      The only major item I haven’t included for now is a configuration page, so the ‘normal’ three configurations are hard-coded for now. If you want to change them they are in lines 76-80 of module.php. Currently all set to ‘true’ (i.e. ‘yes’):

      //Configuration settings ===== //
      $show_unassigned = true; // Show research tasks that are not assigned to any user
      $show_other = true; // Show research tasks that are assigned to other users
      $show_future = true; // Show research tasks that have a date in the future
      // ============================ //

      Nigel
      My personal kiwitrees site is www.our-families.info
      Attachments:
      #5476
      Roy
      Roy
      Participant

      106 posts

      WOW, that was quick.

      Just downloaded it and will install it tomorrow. Have to mess around with a contractor about a warrantee issue but will make time to install it, play with it a bit and provide some feedback. The hard coded configuration matches what I do anyway so they are just fine.

      Thanks a million!

      #5493
      Roy
      Roy
      Participant

      106 posts

      Nigel:

      The resource-todo module worked great. It is really handy being able to open it as a new tab.

      As you mentioned, putting the extra menu and resource pages to work does expand the choices how an administrator and users choose to work. I also believe, appropriate pages with print functions using either of these two tools is a viable way to switch us from many of the old reports. I suspect using those two tools also expands your options as the developer.

      The experience even further convinced me of the value of moving the edit functions to a tabbed system. Now I am looking forward to that version.

      Thanks for the help with this one. Great job!

      #5494
      kiwi
      kiwi
      Keymaster

      1496 posts

      In your opening post you mentioned the recent Changes widget and report as well:

      On occasion, the Recent Changes module also becomes too large as a widget. I don’t want it on the home page but the respective report provides a satisfactory work-a-round.

      I’ve now created a “resource page” version of that one. Would you mind giving it a try for me (attached)?. Installation is similar to resource_todo, just an obvious change in the url for extra-menu. I have a slight usability concern over it’s config. options, so keen to hear your input. It would become a replacement for the Changes report, but still an alternative to the Home page block and / or the widget versions.

      My plan, probably with the next release (3.2.0, Jan 2016) is to add a new main menu item “Resources”. This will then be used to gradually replace items from the Reports menu with new versions along the lines of these first couple, plus a couple of other things such as the “fancy_treeview” module. Eventually I will remove the “Reports” menu completely, whilst ensuring the resource items can be easily printed without any need for messy pdf code and formatting.

      Nigel
      My personal kiwitrees site is www.our-families.info
      Attachments:
      #5498
      Roy
      Roy
      Participant

      106 posts

      Nigel:

      I will get it installed later today and provide feedback.

      To be honest, I originally thought that reports were sacrosanct. Now I think that you are on the right track with this new concept.

      Great job!

      #5499
      Roy
      Roy
      Participant

      106 posts

      Nigel:

      The resource_changes module will be an excellent alternative for the widget and replacement for the report (with a print button).

      I found it necessary to clear the server and browser caches to get the two menu items to play together. Before doing so the menu would disappear with both items listed. Only one at a time could be listed.

      A couple of things about the resource-changes module:
      1. Initially the option calendars open below the available page size; needs more space.
      2. It is a bit confusing having both the beginning and ending date option plus the last number of days option. Perhaps a comment between them to the effect “or latest”. If only one option is provided, the latest number of days would be best for me. However, the majority of users would probably prefer the beginning and ending date option.
      3. The option calendars do not have a save button and it is necessary to click on a day to close. That happens even when only changing a month and/or editing the year.
      4. After clicking on show, the option calendar boxes usually revert back to today’s date as do the dates on the top of the actual listing. The number of days shown is correct, however. The actual listing is also correct.
      5. I could not reproduce it but at one point I had tried several different listing options and the number of days at the top of the actual listing were cumulative indicating the total days of each of the options I had tried. The actual information in the list was correct for the last option set that I had tried. I suspect that is also a cache issue.

      Another great feature!

      #5500
      kiwi
      kiwi
      Keymaster

      1496 posts

      Thanks, that’s a great help. Item 2 (and associated item 4) are my main concern.

      I’m trying to accommodate both options (date ranges and number of days). The latter is used on the current report version; the former on the block / widget version.
      The default date ranges when you first open the page are the earliest and latest change dates you have in the database (table xx_change).
      I’ve coded it to ignore the dates if you enter a number of days. But if you then want to revert to using dates you need to empty the number of days field at the same time.

      I did consider adding a comment between them like “or latest” but that can make translations difficult. I try in general to avoid translating part-sentences as in some languages they no longer make any sense. A graphical separation would be better, but I can’t think of one. Any suggestions welcome. I’ve attached some screen dumps for others reading this who can’t (yet) see a working copy.

      Further comments on other items in red…..

      1. Initially the option calendars open below the available page size; needs more space. Can you give me a screen shot. I’m not quite sure what you mean by “below the available page size;”

      3. The option calendars do not have a save button and it is necessary to click on a day to close. That happens even when only changing a month and/or editing the year. Interesting. That’s true everywhere the calendar pop-up is used. I’m guessing you (like me) rarely use them. The trick is simply to click/press ‘enter” on your keyboard.

      5. I could not reproduce it but at one point I had tried several different listing options and the number of days at the top of the actual listing were cumulative indicating the total days of each of the options I had tried. The actual information in the list was correct for the last option set that I had tried. I suspect that is also a cache issue. Shouldn’t be caching, but then it shouldn’t be happening at all. But I can’t reproduce it either. If it happens again try to send me a screen dump.

      Nigel
      My personal kiwitrees site is www.our-families.info
      Attachments:
      #5505
      kiwi
      kiwi
      Keymaster

      1496 posts

      The resource_changes module will be an excellent alternative for the widget and replacement for the report (with a print button).

      Sorry, I missed that point.

      Why does it need a print button? Every browser has it’s own way of printing, either a menu option, or a tool bar icon. But in most (Windows) cases ctrl-p is the easiest solution.
      It does need some ‘tweaking’ in terms of what page elements are excluded from printing, but that’s just normal css. This is one of my reasons fro getting rid of the old reports. There is, in 2015, no need for ‘html’ or ‘pdf’ or ‘print’ buttons IMHO.

      Nigel
      My personal kiwitrees site is www.our-families.info
      #5506
      Roy
      Roy
      Participant

      106 posts

      Nigel:

      Attached is the screen shot. You are right I don’t normally use the calendar input.

      On the screen shot, you will also notice the earliest change date is the same as the latest charge date. The latest is correct and the earliest is not.

      When I mentioned the print button, I just wasn’t thinking.

      Hope this helps.

      Attachments:
      #5508
      kiwi
      kiwi
      Keymaster

      1496 posts

      Excellent, “a picture paints a thousand words”. Now I understand.

      I forgot that on my development code I have already avoided that problem. The footer now stays at either the foot of the screen, or the foot of the content, which ever is the greater, as per attached. It never moves higher than the foot of the screen.

      Nigel
      My personal kiwitrees site is www.our-families.info
      Attachments:
      #5510
      macalter
      macalter
      Participant

      544 posts

      kiwi,
      I’ve been following this thread and thought I’d try the install on The Royals. Did the install but not sure what you meant by ” just an obvious change in the url for extra-menu.” Think that’s the only part I’m missing.

      I use the Research Task a lot too. And just started doing some of the to-dos so your changes are of great interest.

      -----
      Kiwitrees:
      "A-D connections 3.3.1"
      PHP 7.0 Fast CGI

      "The Royals 3.3.1"
      PHP 7.0 Fast CGI
      mySQL server: 5.1.56
      MacOS: 10.11.6  (El Capitan)
      Browsers (mac): Safari  Version 11.0;  Firefox 55.0.3
      [updated: 22 Sep 2017]

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