App Template and UI Pkg - Quick Actions/Quick Steps Implementation

[slathrop]

Background

• Users like more immediate, persistent on-screen "affordances"
  • Links/buttons/menus for taking actions immediately without having to navigate somewhere first
• "Quick Actions" would afford user the ability to add a new item to a secondary list (e.g., Comments) when the primary item (e.g., Contact/Party) is already pinned, with a focus on minimum-required data inputs to accomplish this
  • For example, user might be in Contact/Partys page but wants to quickly add a related Comment item without navigating to Comments list first
• "Quick Steps" would afford user the ability to kick-off a sequence of orchestrated actions that depend on one another, for example, when a primary item is not already pinned, walk user through sequence of "Quick Add" of Contact/Party then "Quick Add" of Comments item

Tasks

• Design UI
  • Considering dockable launcher menu approach with additional context menus (on hover) and kbd shortcuts
    • Discuss initial design ideas internally
  • Determine how UI elements might be factored into components
• Implement UI state mgmt
• Implement dockable launcher
• Implement context menus
• Implement quick entry popups
  • Implement metadata and helpers to identify item properties that are part of "quick add"
  • Implement stepper/wizard popups
• Implement axios data saving operations
• Implement kbd shortcuts
• Testing, refactoring, documentation
• Integrate template changes into a solution