Codeinwp / Codeinwp/visualizer

Add a 'template system'

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enhancement
Dominant language
PHP
Stars
108
Forks
29
Avg merge
1d 9h
Merged PRs (30d)
7

Description

Extra information in comment on Asana: https://app.asana.com/0/1129400186358085/1136357868952291


One issue that our users have is they are not aware of how much customization is already possible with the settings we provide, or they don't understand how they can leverage this to create more unique charts and tables.

To re-mediate that, we could add an intermediary step, in which users could select between 2-4 'templates' which would really just be different default settings for the chart they create. These would be created by us.

As we implement that, we might as well allow users to create their own templates, and our own 'default' templates would be handled the same way as user templates are.

Features to be added:

Create Template From Chart

We could simply add a button here: https://i.imgur.com/aHBMTBx.png

This button would open a popup where they can name the template, a submit and cancel button.

Template Menu

Under 'Chart Library', we could add a "Templates" menu. This menu would contain all user-created templates, and users would be able to either rename or delete those templates. It could use a similar interface to the library, with the ability to filter by type.

Default Templates

To showcase users the different possibilities with our charts, we should create some default templates as well for some of the charts. For example, we could show something like this for tables: https://imgur.com/KzqMXst

For the initial default templates, there should be around 3-6 per chart type. One default per library + all the variations. For you to import them, maybe I can create an instance that contains all the templates and export it for you.

Using Templates

The process would change to this, when creating a new chart:

1- User creates chart (unchanged, but we remove the library selection box)

1.5- User gets a selection screen in which they choose which template to base their chart on, they would be able to choose from either default templates or user templates.

2- Regular customization with the template's settings (unchanged, loads default information from template)

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by reviewing the existing Chart Library and new-chart creation flow, including how chart settings and library selection are currently presented. Done means supporting the proposed template creation popup, template menu with rename/delete and filtering, default templates, and template selection before customization.

Written by the indexing model from the issue text.

Assessment

Tech stack
php
Domain
full-stack
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Mostly clear
Newbie friendliness
25/100

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