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Improvements to email selection, draft, preview and send during workflow #5717

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NateWr opened this issue Apr 9, 2020 · 1 comment
Closed

Improvements to email selection, draft, preview and send during workflow #5717

NateWr opened this issue Apr 9, 2020 · 1 comment
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Community:2:Priority Any issue that has been identified through research or feedback as a major community priority. Enhancement:3:Major A new feature or improvement that will take a month or more to complete. Meta Issue An issue that groups and describes a collection of other issues.
Milestone
3.4.0-0

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@NateWr
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NateWr commented Apr 9, 2020 •
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Describe the problem you would like to solve
Throughout the workflow users take actions which result in emails. In most cases, the user has a chance to select an email template and draft the email that is sent. Users have requested a number of improvements to this that suggest a redesign is in order. These include:

Describe the solution you'd like
A new email sending UI that can be rolled out wherever the user performs an action that results in an email. It should show the rendered email, allow templates to be discovered and selected, support To/CC/BCC, and use the recipient's working language.

Who is asking for this feature?
Our community of editors and editorial assistants.

Additional information
Some old mockups I made with some of these ideas.

email-workflow

email-workflow-2

email-wizard
@NateWr NateWr added Enhancement:3:Major A new feature or improvement that will take a month or more to complete. UI/UX Review Community:2:Priority Any issue that has been identified through research or feedback as a major community priority. labels Apr 9, 2020
@NateWr NateWr mentioned this issue May 14, 2020
Closed
@asmecher asmecher added this to the OJS/OMP/OPS 3.4 milestone Nov 17, 2020
@NateWr NateWr mentioned this issue May 24, 2021
Open
@Vitaliy-1 Vitaliy-1 mentioned this issue Jun 16, 2021
Closed
NateWr added a commit to NateWr/ui-library that referenced this issue Jun 30, 2021
@NateWr
pkp/pkp-lib#5717 Rough prototype of new discussion UI
ce5c385
NateWr added a commit to NateWr/pkp-lib that referenced this issue Jun 30, 2021
@NateWr
pkp#5717 Rough prototype of new discussion UI
0f5e709
NateWr added a commit to NateWr/ojs that referenced this issue Jun 30, 2021
@NateWr
pkp/pkp-lib#5717 Rough prototype of new discussion UI
676e8af
@NateWr NateWr mentioned this issue Aug 11, 2021
Closed
@NateWr NateWr mentioned this issue Sep 7, 2021
Closed
NateWr added a commit to NateWr/ui-library that referenced this issue Sep 21, 2021
@NateWr
pkp/pkp-lib#5717 Implement email decision step validation
c204453
NateWr added a commit to NateWr/pkp-lib that referenced this issue Sep 21, 2021
@NateWr
pkp#5717 Add decision workflow page
5c3d345
NateWr added a commit to NateWr/ojs that referenced this issue Sep 21, 2021
@NateWr
pkp/pkp-lib#5717 Add decision workflow page
25a8de8
NateWr added a commit to NateWr/ui-library that referenced this issue Sep 21, 2021
@NateWr
pkp/pkp-lib#5717 Partial work on decision workflow and email composer
e6b9ece
NateWr added a commit to NateWr/pkp-lib that referenced this issue Sep 21, 2021
@NateWr
pkp#5717 Partial work on decision refactor and workflows
e748e9b
NateWr added a commit to NateWr/ojs that referenced this issue Sep 21, 2021
@NateWr
pkp/pkp-lib#5717 Partial work on decision refactor and workflows
a05ae00
NateWr added a commit to NateWr/ui-library that referenced this issue Oct 5, 2021
@NateWr
pkp/pkp-lib#5717 Implement file promotion in a decision
7e97fc9
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 5, 2021
@NateWr
pkp#5717 Send emails and promote files with decisions
0a4b6f1
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 5, 2021
@NateWr
pkp#5717 Update editorial decision buttons to links
8ba19b6
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 5, 2021
@NateWr
pkp#5717 Separate submission file copy from add to support distinct logs
c266ced
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 5, 2021
@NateWr
pkp#5717 Add support for creating discussions instead of emails
11798c5
NateWr added a commit to NateWr/ui-library that referenced this issue Oct 7, 2021
@NateWr
pkp/pkp-lib#5717 Add support for creating discussions instead of emails
aad6211
NateWr added a commit to NateWr/ui-library that referenced this issue Oct 7, 2021
@NateWr
pkp/pkp-lib#5717 Promote files separately and implement actions API
de6e510
NateWr added a commit to NateWr/ui-library that referenced this issue Oct 7, 2021
@NateWr
pkp/pkp-lib#5717 Don't send recipients when they are preset
eb6e933
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 7, 2021
@NateWr
pkp#5717 Move email sending into decision type callback
c901b38
NateWr added a commit to NateWr/pkp-lib that referenced this issue Oct 7, 2021
@NateWr
pkp#5717 Add queued payment action to accept decision and move action…
18cda63 
… validation to decision type
This was referenced Nov 30, 2021
Open
Open
Open
NateWr added a commit to NateWr/pkp-lib that referenced this issue Dec 6, 2021
@NateWr
pkp#5717 Refactor editorial decisions and introduce email composer UI…
2179af4 
… component

- Refactor decision to use EntityDAO and Repo
- Introduce decision types for each decision
- Add new decision types for back to review, back to copyediting, etc
- Add event when decision added
- Add API endpoint to record a decision
- Add step-by-step workflow page to record decisions
- Modify submission workflow page to link to record decision page
- Add steps to send emails, promote files and complete forms
- Add composer UI component with template search, file attachments and multiple locales
- Add support for file attachments by upload, review files, submission files and library files
- Add private API endpoint to get library files
NateWr added a commit to NateWr/ojs that referenced this issue Dec 6, 2021
@NateWr
pkp/pkp-lib#5717 Refactor editorial decisions and introduce email com…
ea28a7a 
…poser UI component
NateWr added a commit to NateWr/pkp-lib that referenced this issue Dec 8, 2021
@NateWr
pkp#5717 Refactor editorial decisions and introduce email composer UI…
c9e7be4 
… component

- Refactor decision to use EntityDAO and Repo
- Introduce decision types for each decision
- Add new decision types for back to review, back to copyediting, etc
- Add event when decision added
- Add API endpoint to record a decision
- Add step-by-step workflow page to record decisions
- Modify submission workflow page to link to record decision page
- Add steps to send emails, promote files and complete forms
- Add composer UI component with template search, file attachments and multiple locales
- Add support for file attachments by upload, review files, submission files and library files
- Add private API endpoint to get library files
NateWr added a commit to NateWr/ojs that referenced this issue Dec 8, 2021
@NateWr
pkp/pkp-lib#5717 Refactor editorial decisions and introduce email com…
e9ded7d 
…poser UI component
This was referenced Dec 16, 2021
Closed
Closed
NateWr added a commit to NateWr/pkp-lib that referenced this issue Jan 12, 2022
@NateWr
pkp#5717 Remove EditDecisionDAO
6b7b007
NateWr added a commit to NateWr/pkp-lib that referenced this issue Jan 12, 2022
@NateWr
pkp#5717 Set dateAcknowledged when notifying reviewer
5aa0c29
NateWr added a commit to NateWr/pkp-lib that referenced this issue Jan 12, 2022
@NateWr
pkp#5717 Replace use of FormEmailData
ee6df99
NateWr added a commit to NateWr/ojs that referenced this issue Jan 12, 2022
@NateWr
pkp/pkp-lib#5717 Remove EditDecisionDAO
5272bc9
NateWr added a commit to NateWr/ui-library that referenced this issue Jan 13, 2022
@NateWr
pkp/pkp-lib#5717 Add DecisionPage and components for email compositio…
c80918e 
…n and step-by-step workflows

- Add components: Steps, Panel, Composer
- Add page for recording editorial decisions
NateWr added a commit to NateWr/ui-library that referenced this issue Jan 13, 2022
@NateWr
pkp/pkp-lib#5717 Fix decision buttons when no steps exist
850e9ed
NateWr added a commit to NateWr/pkp-lib that referenced this issue Jan 13, 2022
@NateWr
pkp#5717 Refactor editorial decisions and introduce email composer UI…
85be8de 
… component

- Refactor editorial decisions to use EntityDAO and Repo
- Add class for each editorial decision type
- Add new decision types for back to review, back to copyediting, etc
- Add new decision types for reverting declined decisions
- Add new decision type for skip review
- Add event when decision added
- Add API endpoint to record a decision
- Add step-by-step workflow page to record decisions
- Add steps to send emails, promote files and complete forms
- Add composer UI component with template search, file attachments and multiple locales
- Add support for file attachments by upload, review files, submission files and library files
- Add private API endpoint to get library files
- Add email notification to all authors when editorial decision is made
- Add file genre of submission files to API responses
- Add new email templates for all new email notifications
- Update editorial statistics to include skip review as accept decision
- Remove EditDecisionDAO, EditorDecisionActionsManager, and related code
NateWr added a commit to NateWr/ojs that referenced this issue Jan 13, 2022
@NateWr
pkp/pkp-lib#5717 Refactor editorial decisions and introduce email com…
ce45de3 
…poser UI component
NateWr added a commit to NateWr/ui-library that referenced this issue Jan 18, 2022
@NateWr
pkp/pkp-lib#5717 Add DecisionPage and components for email compositio…
2c6a34d 
…n and step-by-step workflows

- Add components: Steps, Panel, Composer, FileAttacher
- Add page for recording editorial decisions
- Remove sanitization of prepared content in FieldRichTextarea
- Update view of submission file in several components
- Update to get file genre from file data
- Update focus outline of FieldRichTextarea
@NateWr NateWr mentioned this issue Jan 25, 2022
Open
This was referenced Mar 7, 2022
Closed
Closed
Closed
Closed
Closed
@NateWr
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NateWr commented Mar 7, 2022

A new email composer UI was introduced in #7265. This UI addresses all of the items raised in the first comment of this issue. So far, this UI is only used in editorial decisions. However, there are plans to use it throughout the system (#7501, #7502, #7503).

A brief video introduction of this UI is available in this comment: #7265 (comment)

@NateWr NateWr closed this as completed Mar 7, 2022
@NateWr NateWr mentioned this issue Mar 28, 2022
Closed
6 tasks
@NateWr NateWr added the Meta Issue An issue that groups and describes a collection of other issues. label Jul 20, 2022
@NateWr NateWr mentioned this issue Aug 11, 2022
Closed
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Community:2:Priority Any issue that has been identified through research or feedback as a major community priority. Enhancement:3:Major A new feature or improvement that will take a month or more to complete. Meta Issue An issue that groups and describes a collection of other issues.
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