Better custom blocks and random groups management

This is a compilation of requests from tasks:

https://roadmap.strategyquant.com/tasks/sq4_6321
https://roadmap.strategyquant.com/tasks/sq4_6320
https://roadmap.strategyquant.com/tasks/sq4_6319

https://roadmap.strategyquant.com/tasks/sq4_6333
https://roadmap.strategyquant.com/tasks/sq4_6303


users create a lot of custom blocks / random groups, there should be a better way to manage them.


Everything described below applies to both custom blocks and random groups, with minimal differences


1. introduction of categories
- block / group can be in some category and categories are displayed on the grid.


- If block is not in a category then it will be displayed in a special "No category" section


- there should be a filter on top of the grid to display records only in some categories. There will be two "special" categories: << All >>, << No category >>


- category can be created using "+Add category" buton and deleted using "x" icon. If category is not empty when deleting , it will display confirmation dialog "Deleting this category will delete all its contents, do you want to continue?" Yes/No



- saving to XML it has to be backwards compatible - category will be just another attribute in the block/group element. If this element doesn't exist, then block/group doesn't have a category.




2. everything should be alphabetical - order of categories and also order of records inside categories
 


3. mass selection -> mass delete and mass change of category for all selected blocks




4. popup menu in grid with funcitons Edit, Duplicate, Delete




5. User will be able to choose into which category to import the records, and also during export which records he wants to export.

Attachments
blocks_groups_management.png
(147.59 KiB)
  • Votes +1
  • Project StrategyQuant X
  • Type Feature
  • Status Fixed
  • Priority Normal

History

MF
#1

Mark Fric

28.05.2020 09:17

Task created

MF
#2

Mark Fric

28.05.2020 09:25

Type changed from Internal - Feature to Feature

h
#3

hankeys

28.05.2020 15:46
Voted for this task.

Votes: +1

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