The link to "See all investments" didn't have the `heading_id`
parameter, which resulted in the ballot information not being displayed
when in the voting phase.
We could modify the link to include the `heading_id` parameter, but IMHO
it's more robust to select the heading automatically when there's only
one heading. That way manually accessing the page without a `heading_id`
parameter will still work as if the heading had been selected.
The interface was a bit confusing, since after clicking on "See
unfeasible investments" (or similar), we were on a page where no
investments were shown.
Besides, since commit 7e3dd47d5, the group page is only linked from the
"my ballot" page, through a link inviting the user to vote in that
group, and it's only possible to vote selected investments (which is the
default filter during the final voting phase).
The only reason we had these links here was these links weren't present
in the investments page. But they're present there since commit
04605d5d5, so we don't need them in the group page anymore.
Before the "valuating" phase, all investments have undecided feasibility
and none have been selected, so the filters would return no results
(except the "not_unfeasible" one, which would return everything).
We removed it in commit c322b2c4a because it was hard to know the
difference between "Feasible" and "Not unfeasible". We're renaming the
"Not unfeasible" filter instead.
We're also moving the "selected" filter so it appears before the
"unselected" filter, just like the "feasible" filter appears before the
"unfeasible" filter.
As mentioned in commit bc0f04075, a <select> field which submits its
form on change causes many accessibility and usability issues. In this
case there was also an incompatibility with the advanced search filter
which caused a bug solved in commit 541a5fa89.
So the question is where to position the filters and how to display
them. One factor to take into the account is how relevant these filters
are, particularly compared to the links to select the prefered order,
since we don't usually give users the choice of both filters and orders.
Our filters don't really make sense until the valuation phase starts,
since before that phase investments aren't selected nor their
feasibility is decided.
After that phase, the only phase where citizens are really involved
is the final voting; the rest of the phases are done by valuators and
administrators. In the final voting, citizens can only vote on selected
projects, and that's the default filter during that phase.
So these filters are mainly there for information purposes, and not to
help citizens in the phases where they're actually involved (accepting
projects, selecting projects and balloting).
Orders, on the other hand, play a crucial role during the final voting
phase. Since citizens might have already voted for a few projects and
have, let's say, 100,000€ left, ordering by price allows them to find
which projects are within their remaining budget.
In conclusion, orders are more important than filters, and so they
should have a more prominent place.
For consistency with the proposals section, where we've got some links
in the sidebar (bottom part of the page on small screens) providing a
similar funcionality, like accessing selected proposals or archived or
retired proposals, we're moving the investments filters to the sidebar
(bottom part of the page on small screens) as well.
There was an edge case where we could access the headings index without
sending the mode parameter in the URL. That meant when sending the
headings form we could send a form with the mode hidden field set to an
empty string. When that happened, the returned text was
`t("admin.budgets.help.#{i18n_namespace}.`, which returned a hash.
Using `multiple` when an empty strin is received solves the issue.
The text "Groups and headings" might cause users to think both groups
and headings have the same hierarchy, and wonder whether what they
immediately see are groups or headings.
Using "Heading groups" we make it clear that what comes immediately is a
group, and then we see each group has headings.
Since the message might appear several times on the same page, it's
useful to give a bit more context. Besides, usability tests show that
when there's a group with no headings, there's no clear indication on
the page that the group is actually a group and not a heading.
We're also adding some emphasis to the group name in the "Showing
headings" message, to be consistent with the emphasis we've
added the the group name in the "No headings" message.
Captions benefit blind screen reader users who navigate through tables,
particularly in this case because we potentially have several tables
with headings (one table per group), so when navigating through tables
it might be hard to know which group the headings belong to.
In this case they also benefit sighted users. Usability tests have shown
the "Groups and headings" section is a bit confusing, so adding a
caption like "Headings in Districts" helps clarifying Districts is a
group and the table refers to headings in that group.
The very same table is rendered in the "headings" step of the budget
creation wizard. However, in that case the information of the caption is
redundant because the page is specific for headings belonging to a
certain group. We're making the element invisible but still keeping it
for screen reader users in order to ease their navigation through
tables.
The population field is optional and only used for statistic purposes,
and the content block feature is also secondary, so IMHO it's OK if we
don't display it in the index; if administrators need this information,
they can see it by going to the "edit heading" page.
With this change it's easier to navigate the table on small and medium
screens. Actually, the whole page is easier to navigate, since we
greatly reduce the cases where a horizontal scrollbar is present.
The buttons to create polls associated with a budget were too prominent,
appearing on the table as if they were as used as the link to manage
investments. Most CONSUL installations don't use physical booths, and
would probably wonder what that button is about.
We're moving it to a more discrete place, at the bottom of the budget
page. This way we can also split the action in two: on budgets not
having a poll, we display the button in a not-so-accessible position (at
the bottom of the page), since this button will only be used once per
budget at most. Once the poll has been created, it means this feature is
going to be used, so we display a link to manage ballots more
prominently at the top of the page. If the budget has finished the final
voting stage without creating a poll, we don't show either the link or
the button because this feature can no longer be used.
We're also adding some texts indicating what this feature is about,
since it's probably one of the least understood features in CONSUL
(probably because the interface is very confusing... but that's a
different story).
Since now from the budget page we can access every feature related to
the budget, we can remove the "preview" action from the budgets index
table, since this feature isn't that useful for budgets once they're
published.
Now the budgets table doesn't take as much space as it used to, although
it's still too wide to be handled properly on devices with a small
screen.
Both the calculate winners and delete actions benefit from some kind of
hint.
The "calculate winners" hint informs administrators that results won't
be publicly available unless the "show results" option is enabled.
The delete action was redirecting with an error message when the budget
couldn't be deleted; IMHO it's better to disable it and inform
administrators why it's disabled. Alternatively we could remove the
button completely; however, users might be looking for a way to delete a
budget and wouldn't find any hint about it.
We're now removing the "Delete" action from the budgets index table,
since most of the time it isn't possible to delete a budget and so the
action takes up space and we get little gain in return. We could keep
the "Delete" icon just for budgets which can be deleted; however, the
alignment of the table rows would suffer, making it harder to find the
intended action.
We currently don't have any links in the public area pointing to past
budgets, so having links in the admin section to both the budget and its
results seemed a bit redundant. We're going to add more links to the
budget actions soon, so we need to make room for them; otherwise we'll
have too many.
We're also changing the "Preview" text for a published budget. Since the
budget is already public, we aren't previewing it anymore but simply
viewing it.
And, to be consistent with the "See results" link, we're opening the
"Preview" link in the current tab. Opening links in a new tab is
generally a bad idea because takes control away from users, breaks the
back button and makes navigation particularly hard on mobile browsers.
It could be argued that in this case it's useful when users are editing
the budget in one tab and previewing it in another one, so we might add
this behavior back as long as we make it clear that the link opens in a
new tab [1].
[1] https://www.nngroup.com/articles/new-browser-windows-and-tabs/
Calculating winners before the balloting is over is useless (results
aren't published at that point) and can lead to the wrong results since
users are still voting and results might change.
And we were showing the button to calculate winners even when a budget
had finished. However, in this case the action to calculate winners did
nothing, which resulted in administrators seeing nothing happened after
pressing the button.
Before, users needed to navigate to the list of groups in order to
add, edit or delete a group.
Also, they need to navigate to the list of groups first, and then to
the list of headings for that group in order to add, edit or delete a
heading.
Now, it's possible to do all these actions for any group or heading
from the participatory budget view to bring simplicity and to reduce
the number of clicks from a user perspective.
Co-Authored-By: Javi Martín <javim@elretirao.net>
IMHO selecting in how many headings it's possible to support investments
isn't necessary when there's only one option to choose from. It's
obvious that if there's only one heading, it will be impossible to
select investments from more than one heading.
In the past it would have been confusing to add a way to directly
enable/disable a phase in the phases table because it was in the middle
of the form. So we would have had next to each other controls that don't
do anything until the form is sent and controls which modify the
database immediately. That's why we couldn't add the checkboxes we used
when using the wizard.
Now the phases aren't on the same page as the budget form, so we can
edit them independently. We're using a switch, so it's consistent with
the way we enable/disable features. We could have used checkboxes, but
with checkboxes, users expect they aren't changing anything until they
click on a button to send the form, so we'd have to add a button, and it
might be missed since we're going to add "buttons" for headings and
groups to this page which won't send a form but will be links.
Since we're changing the element with JavaScript after an AJAX call, we
need a way to find the button we're changing. The easiest way is adding
an ID attribute to all admin actions buttons/links.
Having links in the middle of a form distracts users from the task of
filling in the form, and following a link before submitting the form
will mean whatever has been filled in is lost.
And the budgets form is already very long and hard to fill in. Having
the phases table in the middle of it made it even harder. And, since
we're planning to add the option to manage groups and headings from the
same page, it's better to have a dedicated page for the form.
These tests don't work without JavaScript. They were passing because the
`within` method always passes in component tests.
This reverts most of commit 822140a14.
When we try to register with omniauth and the email or username already exists,
we use the finish_signup and do_finish_signup actions to allow the user to choose
another email or username.
The do_finish_signup action of the registration controller calls the
send_oauth_confirmation_instructions method which is responsible for sending the
confirmation email.
In this method we were only validating the case that the email is duplicated. Now
we add one more condition that allows us to send the instructions for the case in
which we have had to change our username.
We weren't showing the details of answers without a description, even if
they had images, videos or documents. Some users found that behavior
unexpected since the description isn't a mandatory field and so they
left it blank, but they added images to that answer and they didn't
appear on the poll page.
Note we had a condition not to show the title of an answer when it had
no description. I think that condition was redundant because answers
without a description weren't loaded in the first place. Anyway, that
condition doesn't make sense anymore because we're displaying answers
with images but no description.
Adding the error to the translation means Rails will automatically show
the error message in the view.
We're also adding a test to make sure the error message is correctly
displayed.
We now have duplication in the validation rules, however. Validating
translatable attributes is still a bit of mess.
In commit baaec3a29 we started using the JavaScript driver in tests
dealing with the user menu, and made all tests pass.
However, we didn't update some officing tests that were also passing
when there was a bug in the code. That's because now that these tests
use a JavaScript driver, the link to "Polling officers" is never present
before pressing the "Menu" item. So tests checking the link isn't
present when loading the page always pass.
It could be argued that seeing which proposals a user follows is a good
indicator of which proposals a user has supported, since we're
automatically creating follows for supported proposals since commit
74fbde09f. So now, we're extending the `public_interests` funcionality,
so it only shows elements users are following if they've enabled it.
This is an improvement over using the `public_activity` attribute in two
ways:
* The `public_interests` attribute is disabled by default, so by default
other users won't be able to see what a user is following
* Who has created proposals/debates/investments/comments is public
information, while who is following which elements is not; so enabling
`public_activity` shouldn't imply potentially private information should
be displayed as well
We've considered removing the `public_interests` attribute completely
and just hiding the "following" page for everyone except its owner, but
keeping it provides more compatibility with existing installations.
The `click_link` part did nothing other than scrolling to the element,
since in these cases we've got a same-page link and the element it links
to is already on the page. Programmers reading the test would expect the
link to load the page or change to a different tab and would think the
element it links to wasn't there before clicking the link (at least I
did).
Since targets didn't have a title but only a long description, every
form allowing to select targets was pretty much unusable: we either
displayed just the code or the whole description.
Now, with a concise title, it's easier to find and select the desired
target.
The titles have been copied from The Global Goals page [1].
Note we're using the `short_title` I18n key for the `title` method and
the `long_title` I18n key for the `long_title` method. We can't use
`title` as I18n key instead of `short_title` because it would affect
existing translations.
[1] https://www.globalgoals.org/
These tests were checking the URLs of documents and images pointed to
the URL generated by the `attachment.url` method. In order to do so, we
were running database queries after starting the process running the
browser, which is sometimes causing database inconsistencies when
running the tests.
So I'm simply removing the URL check. The tests are slightly less useful
now, but it isn't like they were 100% right in the first place. After
all, if the `attachment.url` method wasn't working properly, the tests
were still passing.
We ended the test with two requests and no expectations. Debugging shows
sometimes the test was hanging forever [1], probably due to simultaenous
requests.
So now we're adding expectations after each request.
[1] https://github.com/consul/consul/runs/3687898744
These fields have no label associated to them. While it's more or less
obvious for sighted users that these fields are associated with the
table cell next to them, visually impaired users might not get that
association when using the screen reader in forms mode.
Note we're using `aria-label` instead of `aria-labelledby`. IMHO in this
case `aria-labelledby` is the superior method because it guarantees the
text is present for both sighted and visually impaired users. However,
testing for fields with no label other than the one provided by
`aria-labelledby` is hard since Capybara has no support for this
attribute.
So we're using `aria-label` and testing the presence of the text on the
page (with the `within "tr", text:` statements) as well as the ARIA
label (with the `fill_in` statements).
Having to wait for a whole page refresh after updating each setting was
painful when modifying several settings.
Even though the navigation is updated immediately to reflect which
sections have been enabled/disabled, there's one gotcha. Changing the
"SDG" setting will not update the user menu (which contains a link to
SDG content) nor the "SDG Configuration" tab; refreshing the page will
be necessary to check these changes. The same happens with the map and
remote census tabs. So in these cases we're making an exception and
sending the form. We might find a better solution in the future.
For this reason, we aren't using the `switch` ARIA role. Some users
might not expect a switch control to refresh the page, just like they
usually don't expect checkboxes to refresh the page. Furthermore, screen
reader support for the `switch` role seems to be inconsistent. For
instance, NVDA with Chrome announces the control as a checkbox instead
of a switch.
Note AJAX is only used for feature settings. Other settings are still
updated with regular HTTP requests.
Since we're now using AJAX requests, we have to make sure to add an
expectation in the homepage tests in order to make sure the request has
finished before starting a new one.
We were using buttons with the "Enable" and "Disable" texts to
enable/disable settings. However, when machine learning settings were
introduced in commit 4d27bbeba, a switch control was introduced to
enable/disable them.
In order to keep the interface consistent, we're now using switch
controls in other sections where settings are enabled/disabled. We can
even use the same code in the machine learning settings as well.
We're also removing the confirmation dialog to enable/disable a setting,
since the dialog is really annoying when changing several settings and
this action can be undone immediately. The only setting which might need
a confirmation is the "Skip user verification" one; we might add it in
the future. Removing the confirmation here doesn't make things worse,
though; the "Are you sure?" confirmation dialog was also pretty useless
and users would most likely blindly accept it.
Note Capybara doesn't support finding a button by its `aria-labelledby`
atrribute. Ideally we'd write `click_button "Participatory budgeting"`
instead of `click_button "Yes"`, since from the user's point of view the
"Yes" or "No" texts aren't button labels but indicators of the status of
the setting. This makes the code a little brittle since tests would pass
even if the element referenced by `aria-labelledby` didn't exist.
There were duplicate IDs and the `lines` attribute doesn't do anything
for textareas (I guess it was accidentally used instead of the `rows`
attribute; I'm just removing it so the page looks the same way it did
until now).
Even though the `value` field didn't generate duplicate IDs, we're also
changing it because we usually set an element with the `dom_id` of a
record when it contains the whole information about a record, and not
just one piece of it. For instance, in some places we assign this ID to
the table row related to the record.
Sometimes tests were hanging indefinitely. Debugging shows that in some
cases it's due to submitting a form before the AJAX request to get
proposals, debates or investments suggestions is finished, since having
an AJAX and a non-AJAX request at the same time when running the test
sometimes leads to unexpected results.
In our case, we were having many timeouts in Github Actions in the
branches where we use both ActiveStorage and Paperclip to store files
(based on pull request 4598). I can reproduce it in those branches
running the following test ("Should show new image after successful
creation with one uploaded file"), although only when my laptop isn't
plugged (!!):
```
rspec './spec/system/proposals_spec.rb[1:33:1:14]'
```
Since we didn't have a proper way to know the AJAX request had finished,
we're adding a `suggest-success` class to the element showing the
suggestions when that happens. Then in the tests we can look for that
class after filling in the title of a proposal, debate or investments.
Just for clarity's sake, we're also adding the `suggest-loading` class
when the suggestions are loading.
In order not to have expectations everywhere about the suggestions,
we're extracting methods to fill in those titles in the tests. Note we
aren't using these methods in the "edit" actions (suggestions are not
showing when editing) or in tests with the `no_js` tag (since
suggestions only work with JavaScript).
Links acting like buttons have a few disadvantages.
First, screen readers will announce them as "links". Screen reader users
usually associate links with "things that get you somewhere" and buttons
with "things that perform an action". So when something like "Delete,
link" is announced, they'll probably think this is a link which will
take them to another page where they can delete a record.
Furthermore, the URL of the link for the "destroy" action might be the
same as the URL for the "show" action (only one is accessed with a
DELETE request and the other one with a GET request). That means screen
readers could announce the link like "Delete, visited link", which is
very confusing.
They also won't work when opening links in a new tab, since opening
links in a new tab always results in a GET request to the URL the link
points to.
Finally, submit buttons work without JavaScript enabled, so they'll work
even if the JavaScript in the page hasn't loaded (for whatever reason).
For all these reasons (and probably many more), using a button to send
forms is IMHO superior to using links.
There's one disadvantage, though. Using `button_to` we create a <form>
tag, which means we'll generate invalid HTML if the table is inside
another form. If we run into this issue, we need to use `button_tag`
with a `form` attribute and then generate a form somewhere else inside
the HTML (with `content_for`).
Note we're using `button_to` with a block so it generates a <button>
tag. Using it in a different way the text would result in an <input />
tag, and input elements can't have pseudocontent added via CSS.
The following code could be a starting point to use the `button_tag`
with a `form` attribute. One advantage of this approach is screen
readers wouldn't announce "leaving form" while navigating through these
buttons. However, it doesn't work in Internet Explorer.
```
ERB:
<% content_for(:hidden_content, form_tag(path, form_options) {}) %>
<%= button_tag text, button_options %>
Ruby:
def form_id
path.gsub("/", "_")
end
def form_options
{ id: form_id, method: options[:method] }
end
def button_options
html_options.except(:method).merge(form: form_id)
end
Layout:
<%= content_for :hidden_content %> # Right before the `</body>`
```
The message "Are you sure?" is usually followed by blindly clicking
"Yes" without really thinking about what one is doing. So we're
including a bit more information about what's about to happen. That way
it's more likely users will notice it when they accidentally click the
wrong button.
Ideally we would offer the option to undo every common action and then
we wouldn't have to ask for confirmation. But since that isn't the case,
for now we're adding a better confirmation message.
Note we're removing the `resource_name` parameter from the translation
to confirm the action of deleting a record. The reason is, in many
languages it only makes sense to add the model name when it's got an
associated article, and, unlike in English (where "the" is used for
every word), that article is different depending on the noun it's
related to. So we'd have to provide a translation like "name with
article, when singular" for every model.
The complexity of these translations could scalate quickly. And, given
the context, IMHO it isn't essential to add the resouce name. When we're
in the proposals index and there's a proposal named "Improve XYZ", and
we click on "Delete" and see a message saying "This action will delete
XYZ", it is implied that XYZ is a proposal.
So instead we're changing the message so it works for every record with
no need of noun-dependent articles.
When users see a label saying "With the text" and an input field, they
don't usually need a placeholder saying "Write the text". On the
contrary, this text adds noise and is hard to read due to the low
contrast between the color of the placeholder and the color of the
field, making the text an unnecessary distraction.
