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  1. PUBLIC - Liferay Portal Community Edition
  2. LPS-130101

Allow users to customize and manage views in the dataset display

    Details

      Description

      The goal of this epic is to add custom view management features to the dataset display component.

      Currently, dataset displays can remember per-user current view settings such as the visible columns. In this epic, we'll add the notion of custom view as a named snapshot of view settings representing (a subset of) the internal state of a specific dataset display instance, which can be saved by users. This way, users will be able to create many custom views, and select an existing custom view to utilize.

      The notion of view settings includes visual aspects but also characteristics of the data being displayed. To illustrate, some items to consider include active filters, item ordering and visualization mode (table, cards, list). When dataset display utilizes a table to display data, then additional items are included in the view settings, such as visible columns. Finally, as new features are added to the dataset display, more items can become part of the view settings. As a result, view settings embody an open set of items. 

      Acceptance criteria:

      • Dataset display provides the custom view management operations: select a custom view to use, including the default one (LPS-130190), and save state into a new or current custom view (LPS-130189)
      • System persists the custom views associated with a dataset display instance (LPS-130155)
      • Visualization settings use an open data model so that new items can be added without the need of an upgrade process
      • Mechanisms to manage custom view data lifecycle are in place (LPS-130157)
      • Component API allows to enable/disable custom views (LPS-130273)

      Related links:

       

      Test Information section

      Test Scenarios:

      Requirement Test Case Covered by frontend/backend unit test? (Yes/No) Test Priority (business impact) Chrome
      Pass/Fail
      Firefox
      Pass/Fail
      LPS-130189 Given Custom view enabled for a dataset display instance
      When Default view is selected
      And Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      Then Assert Save as button available, no Save button
      no 4-major    
        Given Custom view enabled for a dataset display instance
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      And Click Save as button, provide a name
      Then A new custom view is created, selected as current view
      no 5-critical    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created and selected
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      Then Assert both Save as and Save buttons are available.
      no 4-major    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created and selected
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      And Click Save button
      Then The changes are applied to current custom view
      no 5-critical    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created and selected
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      And Click Save as button, provide a name
      Then A new custom view is created, and selected as current view
      no 5-critical    
      LPS-130190 Given Custom view enabled for a dataset display instance
      And Given Some custom views over the default view are created making a specific change (one custom view only changes filter, one changes sorting, one changes page size, one changes the visible columns of table view and one changes the view display method)
      When Select the custom views one by one
      Then The dataset display state is properly updated based on the selected view
      And When Select the default view
      Then No custom view is selected, the dataset is back to the initial state
      no 5-critical    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created and selected
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      Then Assert there is an asterisk symbol appears after the current custom view name in the view selector
      Add When Select the current custom view
      Then The changes are discarded, state goes back to the currently selected view
      no 4-major    
      LPS-130155, LPS-130156, LPS-132515 Given Custom view enabled for a dataset display instance
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      Then Assert the active view is stored in DB table FVSActiveEntry
      no 4-major    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created and selected
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      And Visit another page and goes back to this page or logout and login again and visit this page
      Then The changes are still in place
      And Then Assert there is an asterisk symbol appears after the current custom view name in the view selector
      no 4-major    
        Given Custom view enabled for a dataset display instance
      And Given A custom view is created
      When Select the created custom view
      Then Assert the current view state is stored in DB table FVSEntry
      no 4-major    
        Given Custom view enabled for a dataset display instance
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table)
      And Save changes to a new custom view
      Then Assert the custom view is stored in DB table FVSCustomEntry
      no 4-major    
      LPS-130157 Given A dataset display instance
      And Given A new created user and login as the new user
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table), assert active view is saved in table
      And Login as test user and delete the created user
      Then Assert the active view is deleted from table FVSActiveEntry
      no 3-medium    
        Given A page that contains a dataset display instance
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table), assert active view is saved in table
      And Delete the page
      Then Assert the active view is deleted from table FVSActiveEntry
      no 3-medium    
        Given A portlet uses a dataset display instance in a page
      When Make some changes to dataset display (filter, sorting, page size or visible columns if data display in table), assert active view is saved in table
      And Removed portlet from page
      Then Assert the active view is deleted from table FVSActiveEntry
      no 3-medium    
      LPS-130273 Given A dataset display instance of a component
      When Disable custom view management for it
      Then Assert the view management controls are not available (view selector, Save, Save as...)
      no 3-medium    
        Given A dataset display instance of a component
      When Enable custom view management for it
      Then Assert the view management controls are available (view selector, Save, Save as...)
      no 3-medium    

      Exploratory Scenarios:

      Requirement Test Case Test Priority (business impact)
        Exploratory test the view management controls on Chrome / FF / EDGE / SAFARI 2-low
        Exploratory test the view management controls in the mobile device (smart phone, tablet) 2-low
        Given Custom view enabled for a dataset display instance
      When Use keyboard only
      Then Able to access all interactible elements of view management controls
      2-low
        Given Custom view enabled for a dataset display instance
      When using a screenreader
      Then identifies all aspects of actions and sections of view management controls
      2-low

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              Assignee:
              support-lep@liferay.com SE Support
              Reporter:
              daniel.sanz Daniel Sanz
              Recent user:
              Marko Čikoš
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