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Refine taxonomy filters #13700

@carolromero

Description

@carolromero

Is your feature request related to a problem?

This is an iteration of the new taxonomy functionality aimed at improving usability. While creating taxonomies and adding filters from components works reasonably well, the creation of filters is somewhat hidden under /processes/taxonomy filters. A more accessible way to create filters is needed.

Describe the solution you'd like

  • For creating taxonomy filters:

After reviewing the current flow, the best place to create taxonomy filters is /settings/taxonomies, as the most commonly used filters will be applied across all spaces and components, such as "Geographic Scope" or "Thematic Scope." Therefore, creating them separately for each space does not make sense. We hypothesize that managing filters directly from their source taxonomy will make them easier to understand. For each taxonomy, there will be a "Manage Filters" action, leading to a page where filters for that taxonomy can be created/edited/deleted, either with all items or only some.

On the other hand, the breadcrumb should be updated as the navigation progresses so that the admin knows where she is at all times.

  • For adding filters to components:

Improving how filters are added to a component is also necessary. First, when clicking on 'Add filter' show in the drawer a dropdown to select the taxonomy. Once a taxonomy is selected, display the filters created for that taxonomy, and once selected a particular filter, show the items on it with the checkboxes disabled as they are read-only.

The added filters are displayed in a table with the edit action, so that the admin can review them at any time, and have the option to remove them as well.

Mockups / Prototype

Figma

Additional Context

Add any other context about the feature request here.

Does this issue affect users' private data?

No.

Acceptance Criteria

For /settings/taxonomies:

  • Given I'm an admin, when I navigate through the different sections of taxonomies and taxonomy filters (e.g., /settings/taxonomies, /settings/taxonomies/taxonomy1/filters), then the breadcrumb is updated to reflect the current location accurately.
  • Given I'm an admin, when I navigate to /settings/taxonomies, then I see the updated text: "Taxonomies and filters allow administrators to sort and organize content. For example, add a taxonomy with the city's districts and neighborhoods and then create filters only with the districts or for a specific neighborhood."
  • Given I'm an admin, when I view the Taxonomies table, then the "Number of Items" column displays the total number of items for each taxonomy, including both parent and child items.
  • Given I'm an admin, when I delete an item within a taxonomy, then I remain on the same page after the action is executed, instead of being redirected to the main Taxonomies page.
  • Given I'm an admin, when I navigate to /settings/taxonomies, then I can see a "Manage Filters" option for each taxonomy and the updated columns as in the prototype.

For /settings/taxonomies/taxonomy1/filters:

  • Given I'm an admin, when I click "Manage Filters" for a taxonomy, then I can create, edit, or delete filters associated with that taxonomy.
  • Given I'm an admin, when I create or edit filters associated with that taxonomy, then I can select whether they will be available to filter the index page of /processes, /assemblies or /conferences.
  • Given I'm an admin, when I create or edit filters associated with that taxonomy, then they will be available to any component regardless the participation space they are in.
  • Given I'm an admin, when I create a filter using only child items of a taxonomy, then the filter saves only the child items and excludes their parent item.

For /components/configuration/add filters:

  • Given I'm an admin, when I add a filter to a component, then I see a dropdown to select the taxonomy, followed by another dropdown showing the internal label of the filters for that taxonomy, followed by displaying the label and available items for that filter.
  • Given I'm an admin, when I check the filters added to a component, then I see them displayed as a table with 3 columns: Label, Internal label, Actions.
  • Given I'm an admin, when I select the Edit action, then I can view the items available in that filter in a read-only mode and I can remove the filter.

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