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Write documentation for profile menus

Summary: Ref T10054. This is all pretty straightforward. Also include some project-specific examples in the project documentation.

Test Plan: Read documentation.

Reviewers: chad

Reviewed By: chad

Maniphest Tasks: T10054

Differential Revision: https://secure.phabricator.com/D15090
This commit is contained in:
epriestley 2016-01-22 06:49:33 -08:00
parent 51ed95c00b
commit df4b484a5f
4 changed files with 191 additions and 14 deletions

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@ -20,18 +20,6 @@ final class PhabricatorProjectProfilePanelEngine
->setBuiltinKey(PhabricatorProject::PANEL_WORKBOARD)
->setPanelKey(PhabricatorProjectWorkboardProfilePanel::PANELKEY);
// TODO: This is temporary.
$uri = urisprintf(
'/maniphest/?statuses=open()&projects=%s#R',
$object->getPHID());
$panels[] = $this->newPanel()
->setBuiltinKey('tasks')
->setPanelKey(PhabricatorLinkProfilePanel::PANELKEY)
->setPanelProperty('icon', 'maniphest')
->setPanelProperty('name', pht('Open Tasks'))
->setPanelProperty('uri', $uri);
$panels[] = $this->newPanel()
->setBuiltinKey(PhabricatorProject::PANEL_MEMBERS)
->setPanelKey(PhabricatorProjectMembersProfilePanel::PANELKEY);

View file

@ -630,7 +630,7 @@ abstract class PhabricatorProfilePanelEngine extends Phobject {
if ($panel->isDisabled()) {
$hide_icon = 'fa-plus';
$hide_text = pht('Show');
$hide_text = pht('Enable');
} else if ($panel->getBuiltinKey() !== null) {
$hide_icon = 'fa-times';
$hide_text = pht('Disable');
@ -683,10 +683,14 @@ abstract class PhabricatorProfilePanelEngine extends Phobject {
->setLabel(true)
->setName(pht('Documentation')));
$doc_link = PhabricatorEnv::getDoclink('Profile Menu User Guide');
$doc_name = pht('Profile Menu User Guide');
$action_view->addAction(
id(new PhabricatorActionView())
->setIcon('fa-book')
->setName(pht('TODO: Write Documentation')));
->setHref($doc_link)
->setName($doc_name));
$action_button = id(new PHUIButtonView())
->setTag('a')

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@ -0,0 +1,143 @@
@title Profile Menu User Guide
@group userguide
Master profile menus for projects and other objects.
Overview
========
Some objects, like projects, have customizable menus called "profile menus".
This guide discusses how to add, remove, reorder, configure and extend these
menus.
Supported Applications
======================
These applications currently support profile menus:
| Application | Support |
|-----|-----|
| Projects | Full |
| People | //Read-Only// |
Collapsing and Expanding
========================
To collapse a full-width profile menu, click
{nav icon="angle-left", name="Collapse"}. To expand a narrow menu, click
{nav icon="angle-right", name="Expand"}.
If you're logged in, this setting is sticky, and all menus will respect your
preference.
Editing Menus
=============
You can only edit an object's menu if you can edit the object. For example, you
must have permission to edit a project in order to reconfigure the menu for the
project.
To edit a menu, click {nav icon="pencil", name="Edit Menu"}. This brings you to
the menu configuration interface which allows you to add and remove items,
reorder the menu, edit existing items, and choose a default item.
Menus are comprised of a list of items. Some of the items are builtin
(for example, projects have builtin "Profile", "Workboard" and "Members"
items). You can also add custom items. Builtin and custom items mostly
behave in similar ways, but there are a few exceptions (for example, you can
not completely delete builtin items).
Adding Items
============
To add new items to a menu, use {nav icon="cog", name="Configure Menu"} and
choose a type of item to add. See below for more details on available items.
You can also find a link to this documentation in the same menu, if you want
to reference it later.
Reordering Items
================
To reorder items, drag and drop them to the desired position. Your changes
will be reflected in the item ordering in the menu.
Setting a Default
=================
The default item controls what content is shown when a user browses to the
object's main page. For example, the default item for a project controls where
the user ends up when they click a link to the project from another
application.
To choose a default item, click {nav icon="thumb-tack", name="Make Default"}.
Not all kinds of items can be set as the default item. For example, you can not
set a separator line as a default because the item can't be selected and has no
content.
If no default is explicitly selected, or a default is deleted or disabled, the
first item which is eligible to be a default is used as the default item.
Removing Items
==============
To remove items, click the {nav icon="times", name="Delete"} action.
Builtin items can not be deleted and have a
{nav icon="times", name="Disable"} action instead, which will hide them but
not delete them. You an re-enable a disabled item with the
{nav icon="plus', name="Enable"} action.
Removing or hiding an item does not disable the underlying functionality.
For example, if you hide the "Members" item for a project, that just removes
it from the menu. The project still has members, and users can still navigate
to the members page by following a link to it from elsewhere in the application
or entering the URI manually.
Editing Items
=============
To edit an item, click the name of the item. This will show you available
configuration for the item and allow you to edit it.
Which properties are editable depends on what sort of item you are editing.
Most items can be renamed, and some items have more settings available. For
example, when editing a link, you can choose the link target and select an
icon for the item.
A few items have no configuration. For example, visual separator lines are
purely cosmetic and have no available settings.
Available Items
===============
When you add items, you can choose between different types of items to add.
Which item types are available depends on what sort of object you are editing
the menu for, but most objects support these items:
- {icon link} **Link**: Allows you to create an item which links to
somewhere else in Phabricator, or to an external site.
- {icon minus} **Divider**: Adds a visual separator to the menu. This is
purely cosmetic.
- {icon coffee} **Motivator**: Motivate your employees with inspirational
quotes. A new quote every day!
To learn more about how an item works, try adding it. You can always delete
it later if it doesn't do what you wanted.
Writing New Item Types
======================
IMPORTANT: This feature is not stable, and the API is subject to change.
To add new types of items, subclass @{class:PhabricatorProfilePanel}.

View file

@ -51,3 +51,45 @@ complicated by members and watchers.
If you'd like to receive edit notifications for a project, you can write a
Herald rule to keep you in the loop.
Customizing Menus
=================
Projects support profile menus, which are customizable. For full details on
managing and customizing profile menus, see @{article:Profile Menu User Guide}.
Here are some examples of common ways to customize project profile menus that
may be useful:
**Link to Tasks or Repositories**: You can add a menu item for "Open Tasks" or
"Active Repositories" for a project by running the search in the appropriate
application, then adding a link to the search results to the menu.
This can let you quickly jump from a project screen to related tasks,
revisions, repositories, or other objects.
For more details on how to use search and manage queries, see
@{article:Search User Guide}.
**New Task Button**: To let users easily make a new task that is tagged with
the current project, add a link to the "New Task" form with the project
prefilled, or to a custom form with appropriate defaults.
For information on customizing and prefilling forms, see
@{article:User Guide: Customizing Forms}.
**Link to Wiki Pages**: You can add links to relevant wiki pages or other
documentation to the menu to make it easy to find and access. You could also
link to a Conpherence if you have a chatroom for a project.
**Link to External Resources**: You can link to external resources outside
of Phabricator if you have other pages which are relevant to a project.
**Set Workboard as Default**: For projects that are mostly used to organize
tasks, change the default item to the workboard instead of the profile to get
to the workboard view more easily.
**Hide Unused Items**: If you have a project which you don't expect to have
members or won't have a workboard, you can hide these items to streamline the
menu.