Household filtering within task view

[ShaunKrog]

Refers to #5886 (Make it easier to complete all tasks at a household in the same visit), which suggested a possible solution where tasks can be grouped by household so that tasks for the same household always appear next to each other.

Is your feature request related to a problem? Please describe.
The solution to issue 5886 focuses on implementing task grouping, which is certainly useful, but does not necessarily improve filtering within the task view itself. We anticipate an overload of tasks within this view, making it difficult for the CHW to effectively plan their field trip.

Describe the solution you'd like
We have down streamed the integration of a slide filter similar to the one in the reporting view in our local implementation. We have kept the user experience consistent with how the filter functions in the reporting view and have exposed the ability for the CHW to filter tasks by household. However, just to note that we have not implemented the freetext search bar, as this is currently out of scope, but this may be a useful inclusion in a future release.

1. Include a filter icon on the task view (filter icon has been extracted from the reporting view search bar)

2. Include slide filter, allowing filter by place

3. Resulting in an overall task view that looks as follows

As an introduction to myself, I am new to the CHT development environment and would very much like to contribute to the community. I have about 20 years of experience as a full-stack C# developer, focusing on system implementation in the health and social domains (across Africa). We are using CHT in South Africa (Western Cape Department of Health) and I work with Anro Swart, who is already active within this community.

We would like to see if there is any possibility of including these changes into cht-core? Looking forward to being part of the community.

[n-orlowski]

Hi @ShaunKrog ! Thank you for joining the community and for your contribution, we're glad to have you 🎉

We have kept the user experience consistent with how the filter functions in the reporting view and have exposed the ability for the CHW to filter tasks by household.

Just to confirm after looking at the screenshots, did you mean filter by place?

I'm also curious to learn more about the content in the 3rd screenshot where the task details are displayed. Is this a workaround for a user journey that's not currently supported? (also assuming the task itself isn't part of this feature but please correct me if I'm wrong!)

Some quick design notes:

• The bounding box of the current filter is actually the search input and not a button, so without the search bar it should look like:
  

• The icons for the filter should be consistent with the current filter design (drop down and close icons)
  

• The breadcrumbs under the Task label should include the place that is selected so the user knows what areas they are looking at in the Task view (in your screenshot it looks like it should say indawo 1 beside Krog Household); see how we show Tatiana's Facility in the reports section

• 

Let me know if you have any questions on this feedback and thanks again!

cc @Benmuiruri @latin-panda

[latin-panda]

Hi @ShaunKrog, welcome to this community!

Looking at the screenshots, it seems to be in an older version of CHT. To ensure optimal functionality and maintainability, please update to the latest master version of CHT. This will allow you to incorporate the new feature and take advantage of the latest improvements.

Let us know if you have any questions!

[n-orlowski]

@ShaunKrog just following up here, do you need anything else to proceed?

[ShaunKrog]

Hi @n-orlowski,

Thank you very much for your warm welcome and for your assistance. I am certainly glad to be part of your community. My apologies for my slow response, we have implemented this change locally and have since been focusing on the upgrade to couchdb v3.3.2 so we can align ourselves with the newer versions of CHT.

Just to confirm after looking at the screenshots, did you mean filter by place?

You are 100% correct, I mean filter by place.

I'm also curious to learn more about the content in the 3rd screenshot where the task details are displayed. Is this a workaround for a user journey that's not currently supported? (also assuming the task itself isn't part of this feature but please correct me if I'm wrong!)

That is correct, the task showcased in the screenshot is for illustrative purposes only and does not form part of the feature. It is also as noted, a workaround, as we are currently unable to link the task directly to a contact form (as opposed to a report). In our case we need to link to an edit form, which does not load the previously captured info if loaded directly by the task. I am happy to provide additional clarity here if needed.

The bounding box of the current filter is actually the search input and not a button, so without the search bar it should look like:
Image

This is very much noted and was observed by us in our original deployment. We however made a conscientious design decision to keep the visual implementation of the filter consistent with the report view so as to minimise impact on the CHW's who would need to be retrained.

Regarding the remaining design notes, I think it's worth mention from our side that we are on an older version of CHT (4.3.x) as we are still migrating to CouchDB v3.3.2. So, for the time being I assume the issue with task breadcrumbs and filter icons are for this reason.

Thanks again for your assistance
Shaun

[ShaunKrog]

Hi @latin-panda,

Thank you for your warm welcome and for your assistance too, it is much appreciated.

Looking at the screenshots, it seems to be in an older version of CHT. To ensure optimal functionality and maintainability, please update to the latest master version of CHT. This will allow you to incorporate the new feature and take advantage of the latest improvements.

That is also correct, we are still running 4.3.x, and this is as we have not migrated to Couch Db v3.3.2 yet. This migration is in the pipeline and once completed will allow us to align ourselves with the latest CHT version.

With regards to our PR, we will ensure this implementation is consistent with your latest UI changes.

Thanks again
Shaun