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[Canned Reports] UX redesign #1400

Open
Tracked by #1688
mahalakshme opened this issue Dec 20, 2024 · 1 comment
Open
Tracked by #1688

[Canned Reports] UX redesign #1400

mahalakshme opened this issue Dec 20, 2024 · 1 comment
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@mahalakshme
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mahalakshme commented Dec 20, 2024

As is:

UX is not intuitive and clear. This can be accessed from Reports -> 'Self-service reports'

Image

AC:

  1. On going to Reports -> Self-service reports show the below:
Image
  • metabase.com and link button below the title should take the user to https://www.metabase.com/
  • 'Setup Reports' should do the same thing what 'toggle on' currently does. Show load icon until the setup is done. 'Check sync status' button can be removed.
  • Disable 'Setup Reports' button, when the sync is in progress.
  1. Once done show the below page:
Image
  • 'Refresh reports' button should do whatever 'refresh tables' currently does.
  • Disable 'Refresh reports' button, when the sync is in progress.
  • On click of 'Explore your data', it should take the user to the login page.
  1. Dont introduce Delete button now.

  2. For themes and colours, follow the same as followed generally in Avni webapp.

Out of scope: Analysis notes: Ignore:

  • Fixing issues here. Redesign and testing this card, can automatically help in figuring out or fixing the issues.

  • On click of Delete(Use the same as in Location Type Edit page), show alert box like below with the message 'Do you want to delete the Metabase setup';

Image

Address the issues in the comments of this card.

  • For orgs with large data, shows this error - ideally it should handle for orgs with large data as well
Image
  • Created the tables twice - once created should not create again

Inputs:

  • Disable the button when loading
  • What happens when moved to different page?
  • Setup reports or setup metabase integration?
  • batch process?
  • idempotent on refresh?
@mahalakshme mahalakshme converted this from a draft issue Dec 20, 2024
@mahalakshme mahalakshme changed the title [Canned Reports] Sync issues [Canned Reports] UX and Sync issues Jan 16, 2025
@mahalakshme mahalakshme changed the title [Canned Reports] UX and Sync issues [Canned Reports] UX redesign Jan 16, 2025
@mahalakshme mahalakshme moved this from In Analysis to In Analysis Review in Avni Product Jan 17, 2025
@mahalakshme mahalakshme moved this from In Analysis Review to Ready in Avni Product Jan 17, 2025
@ombhardwajj ombhardwajj moved this from Ready to In Progress in Avni Product Jan 17, 2025
ombhardwajj added a commit to avniproject/avni-server that referenced this issue Jan 20, 2025
…tabase reports UI and added code to create Metabase Users Group in Avni
ombhardwajj added a commit that referenced this issue Jan 20, 2025
ombhardwajj added a commit that referenced this issue Jan 20, 2025
@ombhardwajj ombhardwajj moved this from In Progress to Code Review Ready in Avni Product Jan 20, 2025
@ombhardwajj ombhardwajj moved this from Code Review Ready to In Progress in Avni Product Jan 20, 2025
@mahalakshme
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mahalakshme commented Jan 20, 2025

@ombhardwajj on clicking 'Explore your data' it is taking me to prod metabase URL. in staging it should take me to reporting-green and prod to the reporting.avni

@ombhardwajj ombhardwajj moved this from In Progress to QA Ready in Avni Product Jan 21, 2025
@ombhardwajj ombhardwajj moved this from QA Ready to In Progress in Avni Product Jan 21, 2025
@ombhardwajj ombhardwajj moved this from In Progress to QA Ready in Avni Product Jan 21, 2025
ombhardwajj added a commit to avniproject/avni-infra that referenced this issue Jan 21, 2025
mahalakshme added a commit that referenced this issue Jan 22, 2025
mahalakshme added a commit that referenced this issue Jan 22, 2025
@mahalakshme mahalakshme moved this from QA Ready to In QA in Avni Product Jan 28, 2025
@mahalakshme mahalakshme moved this from In QA to QA Ready in Avni Product Jan 29, 2025
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