Resources style function for CMS and workspaces

[ed]

add a '/resource' style option for workspaces and CMS

[jim]

This is a thorny one... Either we create a 'Group Resource' content type and add a view like exists for cms news, events and pages...

OR we don't complicate things further and leave the creation of resources and links to the CMS owner who can use the rich text editor to add lists and links etc.

I recommend the latter, since few CMS' will need/use this. Ed?

[ed]

Outline and discussion here:
​https://docs.google.com/document/d/1N8I9t331NNFKR3wqv40G_JzObyQvPhU4ewyLbOPcfAY/edit?hl=en_GB

Create a new Content Type (reference) only for CMSs (limited for now to the RE CMS) - of title, page, body and reference to something on the site (a resource in this case). Enable Vcab module for the CMSs and rating related to that CT (maybe resources as well for site wide ratings). Then handle the ‘reference’ in the CMS (rather than the resource) with new views etc. So user interactions in the RE CMS would be on the reference, but the resource would still be in the main resource directory. Add extra code to the resources directory which would pick up the user id, and if from the RE CMS, automatically create a reference as they add a resource. Limit it to the RE CMS only.

[jim]

Done:

• New Content Type (group_reference) only for CMSs with "Title", "Notes", and "Referred Resource" reference pointing to Resources only for now.
• Permissions set up.
• Auto node title: uses resource title if title left blank
• Panels page to make it nice
• URL Aliases & Breadcrumbs

To Do:

• View for all resources in a CMS
• Enable Vcab module for the CMSs and rating related to that CT (maybe resources as well for site wide ratings).
• Then handle the ‘reference’ in the CMS (rather than the resource) with new views etc. So user interactions in the RE CMS would be on the reference, but the resource would still be in the main resource directory.
• Add extra code to the resources directory which would pick up the user id, and if from the RE CMS, automatically create a reference as they add a resource.
• Limit use for for now to the REconomy CMS

[jim]

• OG Vocab now in SVN, will be arriving next update (next week).
• Basic view done: ​http://www.transitionnetwork.org/cms/295/links

So that leaves:

• Making it REconomy only
• Adding own vocabs (pending #263)
• Adding scoring system (pending #263)
• Fancy schmancy 'REconomy user adds resource, automatically add reference' bodge-o-code.
• Responding to feedback

So, ED, what do you thinks so far? Do you have any preference to the scoring system? It's going site-wide eventually, no? Please choose from ​http://drupal.org/node/68851

[ed]

1. Please use DEV! We've got live users on the CMSs who are baffled by their own front door keys, let alone the CMSs...

2. Looks good so far
3. Will need a 'Resources' link in the auto-navigation bar
4. Will need an 'editor's pick' feature in the 'Resources' section in the CMS too
5. Fivestar looks the simplest one for our current needs: ​http://drupal.org/project/fivestar
6. "Create Reference to a resource" in navigation should be "Add a resource"
7. Will the Resources section of the CMS need it's own nav block?
8. Re: resources bodge-o-code: needs to be able to offer the choice to a user (e.g. if a user of many CMSs adds smthg, how does system know what to do? Needs a plan b to enable them to choose: (1) CMS xxx, (2) No CMS at all)

[jim]

1. Didn't use dev because this is a tack-on and also much of the work would just have to be done again... Don't think there's many knock-ons are there? Apologies for any noodles baked, didn't think anyone would notice.
2. Glad you like it.
3. Didn't add nav link because of 1. Will at the end.
4. Hmmmm... Editors picks for resources is a bit of a tough one... Nodequeue could work but that means giving that functionality to ALL CMSs. There's re-using the 'Promote to homepage' but that means giving permission for group admins to 'administer nodes' which is BAD. Then we could always just use the ratings system we're adding, either by just auto listing as 'picks' those with 4+ stars, or by adding an extra 5* 'group admin score' field so that editors can vote separately to promote things. A big part of me thinks exposing nodequeue to the masses is a bad idea, and re-using functionality we're already adding (5*) is more sensible and user-friendly. FINALLY, we could use another one of the votingAPI-compatible modules like 'is useful' or '+1' for editor's picking purposes within CMSs... Ed?
5. Done. Voting API and 5* added to SVN pending #263
6. How about 'Create Group Resource', thus mirroring 'Group Page' and not confusing us admins by having two 'Resource's?
7. Nav block? For what? There will be a menu link to it... But then?
8. Will revisit this and make some code when the rest is up and running.

[ed]

1. Aha. Good good - is DEV up to speed in general? Anything to be done to DEV so it knows we love it and it's up to date?
2. The fivestar answer sounds like the way to go to me - if 5* can be limited to admins? otherwise other module. giving users access to nodes and shit is BAD, how many times do I have to tell you?
3. "Create Group Resource" confirmed
4. Nav block to show 'most popular' 'editors' picks' 'all resources' (?)
5. yes, yeah veritably, roll up roll up, watch this seemingly inocuous piece of bodge-o-code become one of those little dibblets that will now chase you round for the rest of your life...

[ed]

hold off on this for now. Fi's sent me a mindmap of what she wants which looks like it's taking the REconomy thing way off the CMS map into 'need its own Wordpress site' so I'm trying to find a moment to see her when I'm in Totnes later this week.

taking down to minor for now while I clarify if she shouldn't just be on WP....

[ed]

Moving back up to critical - Fi wants some form of image mapped workflow/decision tree/flow chart thing which we can embed into some pages, most likely - which is going to go to Laura on another ticket...

This ticket can continue... panic over

[jim]

• DEV needs bringing up to speed when LIVE's settled and Chris' tickets are ready - see #274
• Fivestar will be the answer then... I reckon two fields, Ed: 'rating' for everyone, and 'editor's score' for the admin only CMS editors picks. Say, 4* and 5* rating = editor's pick, yes? We don't have to even show that field to users (apart from group admins)? Hmmm?
• 'Group Resource' it is.
• Nav block with such links will be pending #263 AND Fiona/Laura? deciding on the flowchart/image map, yes?

Ed, any thoughts? The rest is blocked by #263...

[ed]

1. Fivestar: 1,2,3,d for users, 5 for editor's pick (no need to have two for editors)
2. nav block: will need a nav block with tabs, *and* Fi/laura's flowchart (which won't be out for some time - well beyond phase 4)

[ed]

panels and 5star clash - found a workaround to create view of 5star field, put into a pane.

agreed: general ratings on resource in directory, and group admin only rating on reference related to the resource to make it an editor's pick.

[jim]

• 5* added to Resources, views and panels updated.
• Group resources now show the above score.
• Editor's pick on Group Resource Field to add...
• OG Vocab to set up.
• Nav block to set up.

[ed]

... don't forget to limit it to REconomy

[jim]

• Bug in VotingAPI means we need DEV - cannot get scores for referenced node in ​http://www.transitionnetwork.org/cms/295/resources... In SVN, needs update, will do soon. View ready and waiting, just a little broken in that it doesn't get the score.
• Editor's pick field in, shows '* Editor's Pick' on the right side of page when picked.
• Group Admins MUST edit the node to make a 'Pick'. This is for two reasons: 1) I cannot get the field to be clickable at this point, 2) Saving the node updates the 'last updated' date for the node which means new editor's picks will always go to the top of the page.

To Do:

• Add Editor's pick view for Group Resources at /cms/[og_id]/resources/pick.
• Set up the OG Vocab module (which is now enabled)
• Nav block stuff
• Limit this to REconomy - Ed, is that to limit ALL resource reference stuff, or just certain parts?
• Add PHP to our module to allow REconomy users the option of somehow adding a new Group Resource node after saving a normal Resource (yuk).
• Make release of code to LIVE to fix bug mentioned above

[jim]

• Editor's Pick review plus tabs and explano-text added: ​http://www.transitionnetwork.org/cms/295/resources and ​http://www.transitionnetwork.org/cms/295/resources/all
• New vocab "REconomy Tags" added for REconomy, tags-based and able to be used for events, news, pages and resources within group. ED: Ok, or had you something else in mind?

To Do...

• Nav block stuff
• Limit this to REconomy - Ed, is that to limit ALL resource reference stuff, or just certain parts?
• Add PHP to our module to allow REconomy users the option of somehow adding a new Group Resource node after saving a normal Resource (yuk).
• Make release of code to LIVE to fix bug mentioned above

[ed]

looking at this:
​http://www.transitionnetwork.org/cms/john-little-test-group/links/how-organise-regional-gathering

1. change 'related patterns' to 'related ingredients'
2. change 'phases' to 'stages'
3. am i seeing the fifth star (which drives editor's pick) because i'm admin?
4. i voted on it. this changed the status on the reference's page, but not the CMS' resource listings page (​http://www.transitionnetwork.org/cms/295/resources)
5. ran a search 'transition' and it didn't show anything. the resource has the word transition in it - is the search working?
6. can't see an 'add a group resource' anywhere
7. Jim question: "Limit this to REconomy - Ed, is that to limit ALL resource reference stuff, or just certain parts?" A: sorry not sure what you mean.
8. Jim question: "New vocab "REconomy Tags" added for REconomy, tags-based and able to be used for events, news, pages and resources within group. ED: Ok, or had you something else in mind? A: hmm. Can we talk on this tomorrow in skype?

[ed]

9. Adding resources to group: Found this:

​http://www.transitionnetwork.org/node/add/group-reference?gids[]=295

Q: I thought the workflow was:

1. user clicks on add resource
2. user is taken to adding a resource, the resource directory knows it's a REconomy user, automatically adds a reference to the resource as it is added
3. user saves the resource (and reference) and all is done

Please confirm. Or not.

[ed]

10. When adding a resource to the group, can't see any way to add the group's taxonomy?

[jim]

1. Done (hangover from Ingredients stuff)
2. Done, " "
3. There are 5 stars on the Resource CT rating, rateable by all. There is an extra field with one star to make something an editor's pick, shown only to group admins/editors when editing a group resource (where it lives).
4. That's the bug I mentioned ticket:79#comment:17 earlier. Will be fixed at the next code release (soon).
5. That field was searching the Group Ref, but is now looking at whole resource instead... Not poss to look at both unfortunately.
6. I see it on the left nav on any CMS page, e.g. ​http://www.transitionnetwork.org/cms/john-little-test-group ??
7. The question really is: What do you mean by 'Limit to REconnomy?' given the views, pages, content types, navigation and process changes in this ticket. Skype.
8. Skype
9. The page you linked is the standard 'not going away' Drupal node add form for that CT. The workflow sounds about right, but not implemented yet. There's the added complication that resources go in unpublished and must be moderated... Which means the Group Resource won't display properly until the Resource accepted. Skype!
10. It's locked to REconomy only, see: ​http://www.transitionnetwork.org/node/add/group-reference?gids[]=15409

[ed]

skype tomorrow it is then!

[ed]

also for skype tomorrow; enabling the five star on /resources in the main, which currently you can't do...

can you limit the five star functionality to admin-only for now?

[jim]

Erm, already completely functional and fully integrated: ​http://www.transitionnetwork.org/resources

Do you really want me to undo all that good work?1??

[ed]

oh god who's the cnut in the hat? me, that's who.

BUT:

1. if you click on the ratings title, you get:

"No resources found. Try disabling or changing your filters above to see more."
So it's not possible to filter by ratings...

2. I tried to add some explano-blurb to the rating panel so it's a bit more friendly, and couldn't add anything...

[ed]

add 'resources' to main CMS menu to link to that CMSs resources

[jim]

(pasted from email I just sent Ed)...

Ok, so I've finished the custom code side of things for this and can announce the following, which assumes a user is a MEMBER of REconomy...

1. (OPTIONAL) User goes to 'Create Group Resource' in the CMS nav. Gets new messages at the top of the screen - ​https://dev.transitionnetwork.org/node/add/group-reference?gids[0]=15409
2. (OR) User decides tries to add a new Resource (or to followed link at the top of the page from 1.) instead - get new help box with checkbox that enables/disables auto-creation of Group Resource based on new resource
3. User finished submitting and they get told they their page is awaiting editor approval (this message is new as well), plus if they checked the 'add group resource too' box they also get a note and a link to their new Group Resource
4. Upon any non-admin user arriving at the Group Resource which refers to a Resource that's still unpublished, they get a variation of the screen.

How's all this? Let me know any text changes.

Obviously I've NOT stopped other CMS' using this functionality, they just don't get the new fancy workflow. The new code will work for any CMS, but then people can be members of several, so extra work is needed to allow people to check the group they want to add it to in step 2 above.

OTHER STUFF

• What/where do you want the explano-blurb about the rating?
• Have hidden the rating field for now until VotingAPI bug can be fixed.
• Turned off sorting by rating field too (not that you can see the field any more)
• Getting very close to a full day on this now, some tweak time left...

[jim]

• Voting API bug has now been worked around using the power of PHP and swearing...

[ed]

brilliant - some feedback:

1. stage as mandatory - pls change to optional, pre-selected to none as with project profile - and chronologically order the stages
2. on resource page (​https://dev.transitionnetwork.org/cms/reconomy-project-workspace/links/knight-foundation-website): two 'broken handler' words beneath 'country'
3. came through as published for me
4. need a field in CMS navigation: "Resources"
5. editors making things published is going to be PITA. can we trial making resources published de facto across the site? can we put mollom on /add/resource
6. What workflow do other CMSs get? This seems very useful to me and possibly trouble without? I tried to add a resource from test group. I get to the bit where it wants me to select either REconomy or nothing. I want to add to the test group. We need a rule in here. Perhaps if user is REconomy, then they can only add REconomy; if user is not REconomy, they can use the process? needs clarification.

TEXT STUFF:

1. on adding page: ​https://dev.transitionnetwork.org/node/add/group-reference?gids[]=15409
2. remove top box with this in it "You can refer to any resource for consideration by th..."
3. in big box (now at top): replace "page" with "resource"

OTHER STUFF:

• explano-blurb: need to see on LIVE
• rating fields: so this means it's all go?
• sort by rating field: so this means it's all go?
• OK - it's looking cool - most impt thing now is not sending other CMS users down a dead end, and putting 'Resources' into CMS nav block

[jim]

1. I can, but presently this is a shared field... Hence it's either mandatory or not on Tools, Ingredients and Resources together etc, or I replace that field on Resources with a new one that is non-mandatory and lose any data in it now.... So, new field or non-mandatory on the other CTs using the field?
2. Could have sworn I fixed that already, must have been after DEV got updated with LIVE. Fixed now (again).
3. It depends if the 'Current user can view resource node', so admins will see it published - log out and check your new group resource.
4. Yes we do need a Resource menu link, but I thought I'd try to get it working well before baking noodles - this is a closing task, no?
5. That's the editorial process added in phase 3... It ONLY applies to Resources, not Group resources. Are you really sure you want to undo that work/flow?
6. The other CMSs get no special workflow as far as auto-adding. To extend this to other CMSs we're going to need to extend the code to show checkboxes for every group a person is a member of at the top of the 'add resource' page. That's more work and time is short on this ticket. Quick Skype?

Other stuff:

• Text: i) Done on both LIVE and DEV. ii) will be committed soon (once we decide on 5 & 6).
• Ratings now work everywhere and are in use.
• No sorting by rating, don't ask me why another buggette in Fivestar/VotingAPI.
• Lets chat NOW!

[ed]

1. switch to as is on projects admin node and add explano-blurb with a link to a /stages homepage - just added as per skype conversation: #285

2. done

3. fine

4. OK

5. leave it as is - ed will make fi a site editor

6. workaround - enable user to see a list of the CMSs they're part of at adding resource/reference at the same time

[jim]

1. New field added, will need someone to add some resources to each stage for display purposes.
2. New checkboxes allow users of one/multiple OGs to select their CMSs to add a Group Resource to. Improved explano-text, too... Check out DEV: ​https://dev.transitionnetwork.org/node/add/group-reference?gids[]=15409 and ​https://dev.transitionnetwork.org/node/add/resource - making sure you're a member of at least one CMS.

This ticket is nearly done... To Do:

• sort out breadcrumbs on views (will do only on LIVE)
• Add 'resources' to CMS Nav bar

Anything else?

[jim]

• Custom breadcrumbs done... BUT there's an annoying bug/feature that means the base view (default of /cms//resources) doesn't have custom breadcrumbs but the 'proper' views (ending in .../resources/picks or .../resources/all) does work. Can't see a way to fix this, probably a bug in Custom Breadcrumbs.
• Resources added to nav bar
• New workflow disabled for editing nodes, just making them - otherwise extra code is needed to avoid adding duplicate Group Refs.
• Latest and greatest code in DEV and LIVE.

I reckon, textual tweaks aside, we're done. Optimistically closing this ticket.

[ed]

Ed to test in john's workgroup with test user 1

[ed]

Feedback from Fi: good, she likes it. Approved with thanks. Important point for change asap. She will populate the taxonomy with tags and needs to be able to see them at the other points in the workflow as suitable...

1. Add a way to show the tags for users to select them at the following points:

1. on reference node edit: as multi-choice option when editing a reference
2. on reference node profile: the chosen words shown on reference
3. in directory view/search: dropdown

[jim]

OK... The REconomy Tags taxo is now not 'tags' mode, so has multi select list to choose the terms.

1. Done.
2. Done too. See ​http://www.transitionnetwork.org/cms/reconomy-project-workspace/resources/test-resource-reconomy
3. Done three.

Note there's a minor bug in that group references don't have a user assigned at the mo... that'll get fixed in the next LIVE update (soon).

[ed]

blinding. closing.