'Portfolio review' block

Bug #1922634 reported by Kristina Hoeppner
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Mahara
Fix Released
Wishlist
Robert Lyon

Bug Description

My story
==========

As an institution admin I want to set up portfolio reviews so that verifiers, managers, auditors, etc. can make their statements, either predefined or as a comment.

How
==========

* Make it possible for the 'Portfolio completion' progress page to receive blocks.
* Create a new block 'Portfolio review' that can only be added to the 'Portfolio completion' progress page. Note: Use the allowed_in_view() function but adjust it so that if one is copying a page with the block on it copies across.
* When the block has been added to a portfolio marked as template, then only the template author / author group (in our case institution administrators) can make changes to the block on the template and thus see the page 'Edit' button.
* The 'Edit' button for the completion page is visible though on all when the portfolio is not a template and thus a regular portfolio author could add the review blocks in their personal pages and create a template there.
* Statements are locked from editing when the portfolio is marked as 'Template' and copied into an account. The block config is copied along. A portfolio author who copied a template cannot make any changes to the 'Portfolio completion' page and doesn't see the 'Edit' button.
* The block can be placed onto the page multiple times.
* The block and its configuration is copied when the portfolio is copied.
* The block on the 'Portfolio completion' page is only visible to the group of people who are allowed to complete the statement. Only when they have completed the statement will it be displayed to the portfolio author and any other viewer.
* Create a 'Reviewer' role that is generic to the system and can be applied on the 'Edit access' screen. At the moment, the only purpose would be for selecting a subgroup of people for review, but that could be expanded in the future for other things. That's why it's not to be tied to the review block.

Resetting statement
-------------------------

* Portfolio author or reviewer clicks the 'More options' button on the portfolio completion page and clicks the link 'Reset review'.
* Modal comes up from the top, where they can select the review statement (pre-made statement or comment statement) they want to have reverted. The block title is displayed in the drop-down menu.
* They only see the statements though they are allowed to ask to be reverted.
* Write some explanatory text.
* Notification is sent to the person or groups of people that are allowed to revert a statement. For group admins that means the admins of the group with whom the portfolio is shared, for example.
* Person who can revert the statement receives temporary access to the portfolio to reset the statement without needing to be added to the access rules (like with objectionable content).
* Notification is sent to the person who wanted the reset so they know it's been actioned.

Display on the page
--------------------------

* Blocks are only shown to groups of people who have been selected to be able to confirm the statement to which they have access until they have confirmed the statement or added a comment. Before then, they are not shown to the portfolio author or other viewers. This is to prevent the auditor statement option to be seen when the majority of people will not need it.
* Use an empty tick box (Font Awesome icon 'square') instead of the grey dot when there is a statement to complete.
  * When reviewer clicks it, there is a confirmation modal that tells them of the consequences for proceeding, i.e. portfolio is locked from editing, they cannot revert their selection and could only do that by contacting their administrator, no other verifier can be selected.
  * The tick that is displayed once statement has been confirmed is a square box with a tick (Font Awesome icon 'check-square').
* When the statement is not yet available due to the date, then display a grey line and an info box right above the respective statement to indicate when it becomes available.
* Primary statement is displayed differently from other statements and thus needs its own class so that it can be targeted.
* When name of reviewer can be displayed, each ticked review mentions the reviewer's name (preferred name function) with a link to their profile page and the date and time when the statement was approved.
* When the statement requested not to display the reviewer's name, then only the date and time are displayed.
* When a statement has a comment field,
  * have draft and publish states (like for peer assessment) and only show published state to portfolio author and others.
  * If that statement allows the locking of the portfolio and is either the only statement or the first one ticked, lock the portfolio only when the comment has been published.
* No change: When an account of a reviewer is deleted from the system, the name changes to 'Deleted account' instead of displaying their name to adhere to privacy regulations. In the reviewer report also display 'Deleted account' (separate wishlist item).
* Reviewers can remove themselves once they've ticked a statement and can be added again by the portfolio author if needed (main change for that is to be implemented elsewhere). Here mainly for sanity check.

Tags: newfeature
Revision history for this message
Mahara Bot (dev-mahara) wrote : A patch has been submitted for review

Patch for "master" branch: https://reviews.mahara.org/11651

Revision history for this message
Mahara Bot (dev-mahara) wrote : A change has been merged

Reviewed: https://reviews.mahara.org/11651
Committed: https://git.mahara.org/mahara/mahara/commit/857bc210b9f35086c3ca709ebedc23125ae97d8e
Submitter: Robert Lyon (<email address hidden>)
Branch: master

commit 857bc210b9f35086c3ca709ebedc23125ae97d8e
Author: Robert Lyon <email address hidden>
Date: Fri Feb 5 13:53:32 2021 +1300

Bug 1922634: Portfolio review block

Allowing a portfolio review block to live on a new view type called 'progress'
that is an editable page that only exists as part of a collection with 'portfolio completion' turned on.

This patch contains the workings for both the portfolio review block
and the progress page type.

Change-Id: Ifd8cd2b0a01ec57718b683e21bf9a723253bd4ad

Robert Lyon (robertl-9)
Changed in mahara:
status: In Progress → Fix Committed
tags: added: newfeature
Robert Lyon (robertl-9)
Changed in mahara:
status: Fix Committed → Fix Released
Revision history for this message
Mahara Bot (dev-mahara) wrote : A patch has been submitted for review

Patch for "master" branch: https://reviews.mahara.org/11744

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