OpenSPP Custom Filter UI#

Warning

Work in Progress: This document is actively being developed and updated. Content may be incomplete or subject to change.

Overview#

The SPP Custom Filter UI module customizes the user interface (UI) for filtering in specific OpenSPP modules, enhancing usability and simplifying data management. It builds upon the spp_custom_filter module, which provides the underlying functionality for controlling which fields are displayed in filter dropdown menus.

This module focuses specifically on tailoring the filtering UI for the Res Partner model, which is extensively used within OpenSPP, particularly for representing registrants. By selectively exposing relevant fields for filtering, the module aims to streamline user workflows and improve the overall experience within the OpenSPP system.

Purpose#

The primary purpose of the SPP Custom Filter UI module is to:

  • Enhance Usability: Simplify the filtering process for users by presenting a more concise and relevant set of filterable fields, reducing visual clutter and cognitive overload.

  • Improve Efficiency: Enable users to find and filter data more quickly and effectively, particularly when working with models containing numerous fields.

  • Customize UI for OpenSPP: Tailor the filtering UI to align with the specific data structures and user workflows within the OpenSPP platform.

Module Dependencies and Integration#

  1. spp_custom_filter: This module directly depends on the SPP Custom Filter module, inheriting its core functionality for managing the visibility of fields in filter dropdown menus. The SPP Custom Filter UI module leverages this capability to configure the UI for specific models.

  2. g2p_registry_group: This module utilizes functionalities from the G2P Registry: Group module, particularly those related to managing groups of registrants. The UI customizations implemented by this module are relevant for filtering both individual and group registrants.

  3. g2p_programs: The module interacts with the G2P Programs module to ensure that the filtering UI aligns with program-specific data and workflows. This integration is crucial for users managing registrant data within the context of social protection programs.

Additional Functionality#

The SPP Custom Filter UI module provides the following additional functionality:

  • UI Configuration for Res Partner: The module specifically customizes the filter UI for the Res Partner model, which is central to OpenSPP's registrant management system. It selectively enables the "Show on Custom Filter" option for relevant fields within this model, ensuring that only those fields appear in the filter dropdown menus.

  • Integration with OpenSPP Modules: The module's UI configurations are designed to seamlessly integrate with the g2p_registry_group and [g2p_programs](g2p_registry_group](g2p_programs](g2p_registry_group) and [g2p_programs) modules. This ensures that the filtering experience is consistent and user-friendly across different parts of the OpenSPP system.

Conclusion#

The SPP Custom Filter UI module plays a crucial role in enhancing the usability and efficiency of the OpenSPP platform. By customizing the filtering UI for key models like Res Partner, the module simplifies data management tasks for users, particularly those working with registrant information within the context of social protection programs. Its integration with other core OpenSPP modules ensures a cohesive and user-centric experience across the platform.