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  1. Moodle
  2. MDL-75684

Adjust presets and default templates to meet the prototype

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    • MOODLE_401_STABLE
    • MOODLE_401_STABLE
    • MDL-75684-master
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      Setup

      1. Login as admin.
      2. Go to Site administration > Advanced features and Enable portfolios.
      3. Go to Site administration > Plugins > Portfolios > Manage portfolios and select "Enabled and visible" for the "File download" portfolio.
      4. Create a database activity "Database default templates". In the "Entries" section, set "Approval required" to "Yes".
      5. Go to Fields and add, at least, 1 field.
      6. Add some entries to the database (at least 2). Mark one of them as "Pending approval".
      7. Go to Templates.
      8. Add the following action icons at the end of the List template: ##edit##  ##more##  ##delete##  ##approve##  ##disapprove##  ##export##
      9. Access "Single template" add the following action icons at the end of the template: ##edit##  ##more##  ##delete##  ##approve##  ##disapprove##  ##export##
      10. Create a database activity "PRESET - Image gallery".  In the "Entries" section, set "Approval required" to "Yes". 
      11. Go to "Presets", select "Image gallery" and click the "Use preset" button.
      12. Add some entries to the database (at least 2).  Mark one of them as "Pending approval".
      13. Create a database activity "PRESET - Journal". In the "Entries" section, set "Approval required" to "Yes". 
      14. Go to "Presets", select "Journal" and click the "Use preset" button.
      15. Add some entries to the database (at least 2).  Mark one of them as "Pending approval".
      16. Create a database activity "PRESET - Proposals". In the "Entries" section, set "Approval required" to "Yes". 
      17. Go to "Presets", select "Proposals" and click the "Use preset" button.
      18. Add some entries to the database (at least 2).  Mark one of them as "Pending approval".
      19. Create a database activity "PRESET - Resources". In the "Entries" section, set "Approval required" to "Yes". 
      20. Go to "Presets", select "Resources" and click the "Use preset" button.
      21. Add some entries to the database (at least 2). Add one image to one of them.  Mark one of them as "Pending approval".

      Testing scenario 1: Icons

      1. Access to the "Database default templates" activity.
      2. Check the edit icon is displayed with a pencil now (instead of a cog).
      3. Check the actions icons are displayed in black colour (instead of the previous blue).

      Testing scenario 2: Headings & Entry metadata

      1. Access to the "PRESET - Image gallery" activity.
        1. Check the "List view" heading is not displayed anymore (before it appeared below the "List view" dropdown).
        2. Go to the Single view.
        3. Check the "Single view" heading is not displayed anymore (before it appeared below the "Single view" dropdown).
        4. Check the image title is displayed with <h2>.
        5. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title.
      2. Access to the "PRESET - Journal" activity.
        1. Check the Title is displayed with <h2>.
        2. Check the metadata information is displayed at the end of the card.
        3. Check the Title is now a link to the Single view.
        4. Go to the Single view.
        5. Check the Title is displayed with <h2>.
        6. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title.
        7. Check the heading "Reflections" is not displayed anymore.
      3. Access to the "PRESET - Proposals" activity.
        1. Go to the Single view.
        2. Check the Title is displayed with <h2>.
        3. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title.
      4. Access to the "PRESET - Resources" activity.
        1. Resize the screen to a small device.
        2. Check the Type and Author columns are not displayed.
        3. Back the screen to normal device size.
        4. Go to the Single view.
        5. Check the Title is displayed with <h2>.
        6. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title.
        7. Check "Author of resource" is displayed (instead of "Author").
        8. Check the "Content" is displayed with <h3>.
      Show
      Setup Login as admin. Go to Site administration > Advanced features and Enable portfolios. Go to Site administration > Plugins > Portfolios > Manage portfolios and select "Enabled and visible" for the "File download" portfolio. Create a database activity "Database default templates". In the "Entries" section, set "Approval required" to "Yes". Go to Fields and add, at least, 1 field. Add some entries to the database (at least 2). Mark one of them as "Pending approval". Go to Templates. Add the following action icons at the end of the List template: ##edit##  ##more##  ##delete##  ##approve##  ##disapprove##  ##export## Access "Single template" add the following action icons at the end of the template: ##edit##  ##more##  ##delete##  ##approve##  ##disapprove##  ##export## Create a database activity "PRESET - Image gallery".  In the "Entries" section, set "Approval required" to "Yes".  Go to "Presets", select "Image gallery" and click the "Use preset" button. Add some entries to the database (at least 2).  Mark one of them as "Pending approval". Create a database activity "PRESET - Journal". In the "Entries" section, set "Approval required" to "Yes".  Go to "Presets", select "Journal" and click the "Use preset" button. Add some entries to the database (at least 2).  Mark one of them as "Pending approval". Create a database activity "PRESET - Proposals". In the "Entries" section, set "Approval required" to "Yes".  Go to "Presets", select "Proposals" and click the "Use preset" button. Add some entries to the database (at least 2).  Mark one of them as "Pending approval". Create a database activity "PRESET - Resources". In the "Entries" section, set "Approval required" to "Yes".  Go to "Presets", select "Resources" and click the "Use preset" button. Add some entries to the database (at least 2). Add one image to one of them.  Mark one of them as "Pending approval". Testing scenario 1: Icons Access to the "Database default templates" activity. Check the edit icon is displayed with a pencil now (instead of a cog). Check the actions icons are displayed in black colour (instead of the previous blue). Testing scenario 2: Headings & Entry metadata Access to the "PRESET - Image gallery" activity. Check the "List view" heading is not displayed anymore (before it appeared below the "List view" dropdown). Go to the Single view. Check the "Single view" heading is not displayed anymore (before it appeared below the "Single view" dropdown). Check the image title is displayed with <h2>. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title. Access to the "PRESET - Journal" activity. Check the Title is displayed with <h2>. Check the metadata information is displayed at the end of the card. Check the Title is now a link to the Single view. Go to the Single view. Check the Title is displayed with <h2>. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title. Check the heading "Reflections" is not displayed anymore. Access to the "PRESET - Proposals" activity. Go to the Single view. Check the Title is displayed with <h2>. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title. Access to the "PRESET - Resources" activity. Resize the screen to a small device. Check the Type and Author columns are not displayed. Back the screen to normal device size. Go to the Single view. Check the Title is displayed with <h2>. Check the metadata information header (entry creator, creation and modification dates, approval status...) is displayed above the title. Check "Author of resource" is displayed (instead of "Author"). Check the "Content" is displayed with <h3>.
    • HQ Sprint 0.4 Database

      After working on the presets and the default templates, a few points were raised and discussed with the UX and the PX teams.

      This issue is for reviewing and improving these details:

      • Replace the cog icon with a pencil.
      • Make all the icons be displayed in black colour (instead of the current blue).
      • Remove the "Single view" and "List view" headings from the Single view and List view pages. 
        • The accessibility team has confirmed that, as long as the heading structure is okay, I guess that's fine. e.g. no skipped headings
          h1 > h2 > h3 ... ✅
          h1 > h3 ... ❌
      • Add the "First name" and "Last name" fields at the beginning of the advanced search template. Apart from adding them, they must be renamed from "Author first name" and "Author surname" to "First name" and "Last name".
      • Review that all the presets have the following metadata (displayed at the top of the entry with the design in the prototype):
        • ##user##
        • ##dateadded##
        • ##datemodified##

      The dates will be displayed in a shorter format: "22 Jun, 2022". And, if possible, the whole date (with week day and hour) will be displayed too on hover.

      • For the "Journal" preset:
        • Add a link on each card entry title, to open the Single view.
        • Remove the "Reflections" heading from the Single view.
      • For the "Resources" preset:
        • Rename "Author" to "Author of resource" and "Description" to "Content".
      • Check the default templates and presets are displayed properly in the mobile version.
        • As raised in MDL-75413, the Type and Author fields will be removed from the List view for small devices. 

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            sarjona Sara Arjona (@sarjona)
            sarjona Sara Arjona (@sarjona)
            Carlos Escobedo Carlos Escobedo
            Ferran Recio Ferran Recio
            John Edward Pedregosa John Edward Pedregosa
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