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Make the comments & communications feed legible to non-technical users - #2556

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maebeale merged 13 commits into
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maebeale/distinguish-filter-from-add-section
Sep 21, 2026
Merged

maebeale merged 13 commits into
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maebeale/distinguish-filter-from-add-section

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@maebeale maebeale commented Sep 21, 2026

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🤖 suggested review level: 3 Read 📖 markup + copy on the comments & communications feed; reuses existing Stimulus, no new JS

Facilitators (many non-technical) couldn't tell the feed's controls apart or understand its labels. This restructures the page into clear zones with plain language and lighter defaults.

Header

  • Title shows the person (or Everyone) with a View everyone reset link beside it.
  • Person feed: admin-styled New comment / New communication buttons top-right, on the name row (composers open in the body with a green submit + Cancel; the trigger hides while open via CSS aria-expanded:hidden).
  • Everyone feed: no add controls — you scope to a person first, then add from their feed.

Search zone

  • Header Search comments & communications; cool bg-gray-100 filter card.
  • Fields: Person (Filter to one person — preselected to the current person), Keyword, Show, Attached to, then the rest behind a More filters text-link + chevron (the app's expandable-card pattern), auto-opening when an advanced filter is applied.
  • Keyword searches the text of both comments and communications.
  • Results header: Results · N comments & communications.

Plumbing (no new JS)

  • shared/_index_page gains optional content_data (a panel-toggle scope spanning the header actions + body) and header_align.
  • Extracted add_buttons + composer_panels partials; shared composers take an optional cancel_name:.

Also

  • Seeds a Features & tips entry (config/features.yml).

Screenshots are in the Conductor thread.

🤖 Generated with Claude Code

Facilitators couldn't tell the add-a-note area apart from the filter +
results below it — both sat in the same cream box. Split them into two
titled zones with a divider, and give the filter a cool gray toolbar so
it reads distinct from the warm cream Add panel.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@maebeale
maebeale marked this pull request as ready for review September 21, 2026 02:41
Facilitators missed the jump-to-a-person control and misread the top box
as another search field. Make the switcher a wide, people-tinted control
captioned 'Open a person's feed…', and retitle the top box 'Log a comment
or communication' with a 'Who's it about?' picker so it reads as creating
an entry, not navigating.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@maebeale maebeale changed the title Distinguish the Add zone from the filter/results zone on the comms feed Make the comms feed's Add, view-switcher, and filter zones easy to tell apart Sep 21, 2026
maebeale and others added 4 commits September 20, 2026 23:01
Facilitators were confused by the top toggle relabelling to 'Cancel'. The
Add trigger now hides once its composer opens; the composer carries the
app's action-green submit with a Cancel button beside it. Also retitle the
Add box 'Add a comment or communication', ask 'Who's the new log about?',
and style the results header like the section headers ('Feed: Comments &
communications').

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Drop the panel-toggle JS addition; aria-expanded (which the controller
already toggles) plus an aria-expanded:hidden utility collapses the trigger
when its panel opens. The attribute selector outranks inline-flex, which a
plain .hidden class couldn't.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Drop internal jargon: picker asks 'Who is this about?', the browse header
becomes 'Find a comment or communication' (parallel to the Add/Feed
headers, no more double 'Feed'), and remove the confusing follow-up/
responded-flag explainer sentence from the filter.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The 9-field filter overwhelmed non-technical users, so show just Keyword +
Show and tuck the other 7 behind a 'More filters' toggle (reuses
panel-toggle, no new JS); the panel auto-opens when any advanced filter is
already applied so an active filter is never hidden. Reword the view
switcher 'Open a person's feed…' to the plainer 'See one person…'.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@maebeale maebeale changed the title Make the comms feed's Add, view-switcher, and filter zones easy to tell apart Make the comments & communications feed legible to non-technical users Sep 21, 2026
maebeale and others added 7 commits September 20, 2026 23:18
Use the standard text-link + rotating chevron (expandable-card) for 'More
filters' instead of a bordered button, and move Attached to into the
always-visible row. Rename the browse header to 'Search comments &
communications' and drop the last 'Feed' jargon (results header now
'Results'); switcher reads 'See one person…'.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Match the Add zone to the Search/Results zones — section header above the
cream card, not inside it. Add the 'Clearer comments & communications feed'
entry to config/features.yml.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
On a person's feed the New comment / New communication buttons now sit in
the page header beside the name (index_page gains an optional content_data
so one panel-toggle scope spans the header actions and the body where the
composers open). Drops the big cream Add card there. The everyone feed keeps
its pick-a-person card since there's no target person yet. Extract shared
add_buttons + composer_panels partials.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Style New comment / New communication as the app's admin primary_outline
  buttons and center them on the name row (index_page header_align local).
- Drop the everyone feed's add card entirely — add from a person's feed after
  filtering to them.
- Move the person picker out of the title into the filter row (labelled Person,
  'Filter to one person'), shrink the Keyword box, keep 'View everyone' by the name.
- Results header reads 'N comments & communications' instead of 'N shown'.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Show whose feed you're on in the Person field instead of a blank
'Filter to one person' placeholder.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@maebeale
maebeale merged commit bd74416 into main Sep 21, 2026
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@maebeale
maebeale deleted the maebeale/distinguish-filter-from-add-section branch September 21, 2026 04:28
maebeale added a commit that referenced this pull request Sep 21, 2026
Rebase onto #2556 moved the follow-up filters behind a More filters
toggle; include the flagged param in the advanced-active check so an
active Flagged filter is never hidden on load.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
maebeale added a commit that referenced this pull request Sep 21, 2026
After #2556 the results header appends 'comments & communications' to the
count; when grouping, the count is a subject count, so drop the suffix.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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