Refactored the screen wizard to separate out the role selection. Design and layout updates to address feedback

packages/builder/cypress/support/commands.js

@@ -288,7 +288,7 @@ Cypress.Commands.add("createScreen", (screenName, route, accessLevelLabel) => {
   cy.get("[aria-label=AddCircle]").click()
   cy.get(".spectrum-Modal").within(() => {
     cy.get(".item").contains("Blank").click()
-    cy.get(".spectrum-Button").contains("Add screens").click({ force: true })
+    cy.get(".spectrum-Button").contains("Continue").click({ force: true })
     cy.wait(500)
   })
   cy.get(".spectrum-Dialog-grid").within(() => {
@@ -311,7 +311,7 @@ Cypress.Commands.add("navigateToAutogeneratedModal", () => {
   cy.get("[aria-label=AddCircle]").click()
   cy.get(".spectrum-Modal").within(() => {
     cy.get(".item").contains("Autogenerated Screens").click()
-    cy.get(".spectrum-Button").contains("Add screens").click({ force: true })
+    cy.get(".spectrum-Button").contains("Continue").click({ force: true })
     cy.wait(500)
   })
 })

packages/builder/src/components/design/NavigationPanel/DatasourceModal.svelte

@@ -1,24 +1,17 @@
 <script>
-  import { store, selectedAccessRole } from "builderStore"
-  import {
-    ModalContent,
-    Layout,
-    Select,
-    Divider,
-    notifications,
-  } from "@budibase/bbui"
-  import { tables, datasources, roles } from "stores/backend"
+  import { store } from "builderStore"
+  import { ModalContent, Layout, notifications, Icon } from "@budibase/bbui"
+  import { tables, datasources } from "stores/backend"
   import getTemplates from "builderStore/store/screenTemplates"
   import ICONS from "../../backend/DatasourceNavigator/icons"
   import { IntegrationNames } from "constants"
-  import analytics, { Events } from "analytics"
   import { onMount } from "svelte"
 
   export let onCancel
   export let onConfirm
+  export let initalScreens = []
 
-  let selectedScreens = []
-  let screenAccessRole = $selectedAccessRole + ""
+  let selectedScreens = [...initalScreens]
 
   const toggleScreenSelection = (table, datasource) => {
     if (selectedScreens.find(s => s.table === table.name)) {
@@ -43,7 +36,6 @@
   const confirmDatasourceSelection = async () => {
     await onConfirm({
       templates: selectedScreens,
-      screenAccessRole,
     })
   }
 
@@ -77,93 +69,94 @@
   disabled={!selectedScreens.length}
   size="L"
 >
-  <Layout noPadding gap="XS">
+  <Layout noPadding gap="S">
     {#each filteredSources as datasource}
-      <div class="data-source-header">
-        <div class="datasource-icon">
-          <svelte:component
-            this={ICONS[datasource.source]}
-            height="24"
-            width="24"
-          />
-        </div>
-        <div class="content">
-          <div class="text">{datasource.name}</div>
+      <div class="data-source-wrap">
+        <div class="data-source-header">
+          <div class="datasource-icon">
+            <svelte:component
+              this={ICONS[datasource.source]}
+              height="24"
+              width="24"
+            />
+          </div>
+          <div class="data-source-name">{datasource.name}</div>
         </div>
-      </div>
-      {#if Array.isArray(datasource.entities)}
-        {#each datasource.entities.filter(table => table._id !== "ta_users") as table}
-          <div
-            class="data-source-entry"
-            class:selected={selectedScreens.find(x => x.table === table.name)}
-            on:click={() => toggleScreenSelection(table, datasource)}
-          >
-            <svg
-              width="16px"
-              height="16px"
-              class="spectrum-Icon"
-              style="color: white"
-              focusable="false"
+        {#if Array.isArray(datasource.entities)}
+          {#each datasource.entities.filter(table => table._id !== "ta_users") as table}
+            <div
+              class="data-source-entry"
+              class:selected={selectedScreens.find(x => x.table === table.name)}
+              on:click={() => toggleScreenSelection(table, datasource)}
             >
-              <use xlink:href="#spectrum-icon-18-Table" />
-            </svg>
-            {table.name}
-          </div>
-        {/each}
-      {/if}
-      {#if datasource["entities"] && !Array.isArray(datasource.entities)}
-        {#each Object.keys(datasource.entities).filter(table => table._id !== "ta_users") as table_key}
-          <div
-            class="data-source-entry"
-            class:selected={selectedScreens.find(
-              x => x.table === datasource.entities[table_key].name
-            )}
-            on:click={() =>
-              toggleScreenSelection(datasource.entities[table_key], datasource)}
-          >
-            <svg
-              width="16px"
-              height="16px"
-              class="spectrum-Icon"
-              style="color: white"
-              focusable="false"
+              <svg
+                width="16px"
+                height="16px"
+                class="spectrum-Icon"
+                style="color: white"
+                focusable="false"
+              >
+                <use xlink:href="#spectrum-icon-18-Table" />
+              </svg>
+              {table.name}
+
+              {#if selectedScreens.find(x => x.table === table.name)}
+                <span class="data-source-check">
+                  <Icon size="S" name="CheckmarkCircle" />
+                </span>
+              {/if}
+            </div>
+          {/each}
+        {/if}
+        {#if datasource["entities"] && !Array.isArray(datasource.entities)}
+          {#each Object.keys(datasource.entities).filter(table => table._id !== "ta_users") as table_key}
+            <div
+              class="data-source-entry"
+              class:selected={selectedScreens.find(
+                x => x.table === datasource.entities[table_key].name
+              )}
+              on:click={() =>
+                toggleScreenSelection(
+                  datasource.entities[table_key],
+                  datasource
+                )}
             >
-              <use xlink:href="#spectrum-icon-18-Table" />
-            </svg>
-            {datasource.entities[table_key].name}
-          </div>
-        {/each}
-      {/if}
+              <svg
+                width="16px"
+                height="16px"
+                class="spectrum-Icon"
+                style="color: white"
+                focusable="false"
+              >
+                <use xlink:href="#spectrum-icon-18-Table" />
+              </svg>
+              {datasource.entities[table_key].name}
+
+              {#if selectedScreens.find(x => x.table === datasource.entities[table_key].name)}
+                <span class="data-source-check">
+                  <Icon size="S" name="CheckmarkCircle" />
+                </span>
+              {/if}
+            </div>
+          {/each}
+        {/if}
+      </div>
     {/each}
-    <div>
-      <Divider size="S" />
-    </div>
-    <Select
-      bind:value={screenAccessRole}
-      on:change={() => {
-        analytics.captureEvent(Events.SCREEN.CREATE_ROLE_UPDATED, {
-          screenAccessRole,
-        })
-      }}
-      label="Screen access"
-      getOptionLabel={role => role.name}
-      getOptionValue={role => role._id}
-      getOptionColor={role => role.color}
-      options={$roles}
-    />
   </Layout>
 </ModalContent>
 
 <style>
+  .data-source-wrap {
+    padding-bottom: var(--spectrum-alias-item-padding-s);
+    display: grid;
+    grid-gap: var(--spacing-xs);
+  }
+
   .data-source-header {
     display: flex;
     align-items: center;
   }
 
-  .data-source-header .content {
-    padding: var(--spectrum-alias-item-padding-l);
-  }
-
   .data-source-entry {
     cursor: pointer;
     grid-gap: var(--spectrum-alias-grid-margin-xsmall);
@@ -172,7 +165,6 @@
     transition: 0.3s all;
     border: 1px solid var(--spectrum-global-color-gray-300);
     border-radius: 4px;
-    box-sizing: border-box;
     border-width: 1px;
     display: flex;
     align-items: center;
@@ -182,4 +174,22 @@
   .selected {
     background: var(--spectrum-alias-background-color-tertiary);
   }
+
+  .data-source-name {
+    padding: var(--spectrum-alias-item-padding-s);
+    min-height: var(--spectrum-icon-size-s);
+  }
+
+  .data-source-entry .data-source-check {
+    margin-left: auto;
+  }
+
+  .data-source-entry :global(.spectrum-Icon) {
+    min-width: 16px;
+  }
+
+  .data-source-entry .data-source-check :global(.spectrum-Icon) {
+    color: var(--spectrum-global-color-green-600);
+    display: block;
+  }
 </style>

packages/builder/src/components/design/NavigationPanel/NewScreenModal.svelte

@@ -1,6 +1,6 @@
 <script>
   import { tables } from "stores/backend"
-  import { ModalContent, Body, Layout, Icon } from "@budibase/bbui"
+  import { ModalContent, Body, Layout, Icon, Heading } from "@budibase/bbui"
 
   export let onConfirm
   export let onCancel
@@ -18,14 +18,13 @@
 <div>
   <ModalContent
     title="Add screens"
-    confirmText="Add screens"
+    confirmText="Continue"
     cancelText="Cancel"
     onConfirm={confirmScreenSelection}
     {onCancel}
     disabled={!selectedScreenMode}
     size="L"
   >
-    <Body size="S">Add a blank screen</Body>
     <Layout noPadding gap="S">
       <div
         class="screen-type item"
@@ -36,7 +35,10 @@
       >
         <div data-cy="blank-screen" class="content screen-type-wrap">
           <Icon name="WebPage" />
-          <span class="text">Blank</span>
+          <div class="screen-type-text">
+            <Heading size="XS">Blank screen</Heading>
+            <Body size="S">Add a blank screen</Body>
+          </div>
         </div>
         <div
           style="color: var(--spectrum-global-color-green-600); float: right"
@@ -49,11 +51,6 @@
         </div>
       </div>
 
-      <Body size="S">
-        Add autogenerated screens with CRUD functionality to get a working app
-        quickly! (Requires a data source)
-      </Body>
-
       <div
         class="screen-type item"
         class:selected={selectedScreenMode == autoCreateModeKey}
@@ -65,7 +62,13 @@
       >
         <div data-cy="autogenerated-screens" class="content screen-type-wrap">
           <Icon name="WebPages" />
-          <span class="text">Autogenerated Screens</span>
+          <div class="screen-type-text">
+            <Heading size="XS">Autogenerated Screens</Heading>
+            <Body size="S">
+              Add autogenerated screens with CRUD functionality to get a working
+              app quickly! (Requires a data source)
+            </Body>
+          </div>
         </div>
         <div
           style="color: var(--spectrum-global-color-green-600); float: right"
@@ -100,12 +103,6 @@
   .content {
     letter-spacing: 0px;
   }
-  .text {
-    font-weight: 600;
-    margin-left: var(--spacing-m);
-    font-size: 14px;
-    text-transform: capitalize;
-  }
   .item {
     cursor: pointer;
     grid-gap: var(--spectrum-alias-grid-margin-xsmall);
@@ -114,15 +111,22 @@
     transition: 0.3s all;
     border: 1px solid var(--spectrum-global-color-gray-300);
     border-radius: 4px;
-    box-sizing: border-box;
     border-width: 1px;
     display: flex;
     justify-content: space-between;
     align-items: center;
-    height: 60px;
   }
   .item:hover,
   .selected {
     background: var(--spectrum-alias-background-color-tertiary);
   }
+  .screen-type-wrap .screen-type-text {
+    padding-left: var(--spectrum-alias-item-padding-xl);
+  }
+  .screen-type-wrap :global(.spectrum-Icon) {
+    min-width: var(--spectrum-icon-size-m);
+  }
+  .screen-type-wrap :global(.spectrum-Heading) {
+    padding-bottom: var(--spectrum-alias-item-padding-s);
+  }
 </style>

packages/builder/src/components/design/NavigationPanel/ScreenDetailsModal.svelte

@@ -1,10 +1,8 @@
 <script>
-  import { ModalContent, Input, Select } from "@budibase/bbui"
+  import { ModalContent, Input } from "@budibase/bbui"
   import sanitizeUrl from "builderStore/store/screenTemplates/utils/sanitizeUrl"
   import { selectedAccessRole, allScreens } from "builderStore"
   import { get } from "svelte/store"
-  import { roles } from "stores/backend"
-  import analytics, { Events } from "analytics"
 
   export let onConfirm
   export let onCancel
@@ -40,7 +38,6 @@
   const confirmScreenDetails = async () => {
     await onConfirm({
       screenUrl,
-      screenAccessRole,
     })
   }
 </script>
@@ -55,22 +52,9 @@
   disabled={!screenAccessRole || !screenUrl || routeError || !touched}
 >
   <Input
-    label="URL"
+    label="Enter a URL for the new screen"
     error={routeError}
     bind:value={screenUrl}
     on:change={routeChanged}
   />
-  <Select
-    bind:value={screenAccessRole}
-    on:change={() => {
-      analytics.captureEvent(Events.SCREEN.CREATE_ROLE_UPDATED, {
-        screenAccessRole,
-      })
-    }}
-    label="Screen access"
-    getOptionLabel={role => role.name}
-    getOptionValue={role => role._id}
-    getOptionColor={role => role.color}
-    options={$roles}
-  />
 </ModalContent>

packages/builder/src/components/design/NavigationPanel/ScreenWizard.svelte

@@ -3,12 +3,12 @@
   import NewScreenModal from "components/design/NavigationPanel/NewScreenModal.svelte"
   import DatasourceModal from "components/design/NavigationPanel/DatasourceModal.svelte"
   import sanitizeUrl from "builderStore/store/screenTemplates/utils/sanitizeUrl"
-  import { Modal, notifications } from "@budibase/bbui"
+  import { Modal, ModalContent, Select, notifications } from "@budibase/bbui"
   import { store, selectedAccessRole } from "builderStore"
   import analytics, { Events } from "analytics"
   import { get } from "svelte/store"
   import getTemplates from "builderStore/store/screenTemplates"
-  import { tables } from "stores/backend"
+  import { tables, roles } from "stores/backend"
 
   let pendingScreen
 
@@ -16,11 +16,22 @@
   let newScreenModal
   let screenDetailsModal
   let datasourceModal
+  let screenAccessRoleModal
+
+  // Cache variables for workflow
+  let screenAccessRole = $selectedAccessRole + ""
+  let selectedTemplates = null
+  let blankScreenUrl = null
+
+  let screenMode = null
 
   // External handler to show the screen wizard
   export const showModal = () => {
-    newScreenModal.show()
+    selectedTemplates = null
+    blankScreenUrl = null
+    screenMode = null
 
+    newScreenModal.show()
     // Reset state when showing modal again
     pendingScreen = null
   }
@@ -102,6 +113,8 @@
 
   // Handler for NewScreenModal
   const confirmScreenSelection = async mode => {
+    screenMode = mode
+
     if (mode == "autoCreate") {
       datasourceModal.show()
     } else {
@@ -114,12 +127,18 @@
     }
   }
 
-  // Handler for DatasourceModal
-  const confirmScreenDatasources = async ({ templates, screenAccessRole }) => {
+  // Handler for DatasourceModal confirmation, move to screen access select
+  const confirmScreenDatasources = async ({ templates }) => {
+    selectedTemplates = templates
+    screenAccessRoleModal.show()
+  }
+
+  // Handler for Datasource Screen Creation
+  const completeDatasourceScreenCreation = async () => {
     // // Handle template selection
-    if (templates?.length > 1) {
+    if (selectedTemplates?.length > 1) {
       // Autoscreens, so create immediately
-      const screens = templates.map(template => {
+      const screens = selectedTemplates.map(template => {
         let screenTemplate = template.create()
         screenTemplate.datasource = template.datasource
         return screenTemplate
@@ -128,14 +147,42 @@
     }
   }
 
-  // Handler for ScreenDetailsModal
-  const confirmScreenDetails = async ({ screenUrl, screenAccessRole }) => {
+  const confirmScreenBlank = async ({ screenUrl }) => {
+    blankScreenUrl = screenUrl
+    screenAccessRoleModal.show()
+  }
+
+  // Submit request for a blank screen
+  const confirmBlankScreenCreation = async ({
+    screenUrl,
+    screenAccessRole,
+  }) => {
     if (!pendingScreen) {
       return
     }
     pendingScreen.routing.route = screenUrl
     await createScreens({ screens: [pendingScreen], screenAccessRole })
   }
+
+  // Submit screen config for creation.
+  const confirmScreenCreation = async () => {
+    if (screenMode === "blankScreen") {
+      confirmBlankScreenCreation({
+        screenUrl: blankScreenUrl,
+        screenAccessRole,
+      })
+    } else {
+      completeDatasourceScreenCreation()
+    }
+  }
+
+  const roleSelectBack = () => {
+    if (screenMode === "blankScreen") {
+      newScreenModal.show()
+    } else {
+      datasourceModal.show()
+    }
+  }
 </script>
 
 <Modal bind:this={newScreenModal}>
@@ -146,12 +193,39 @@
   <DatasourceModal
     onConfirm={confirmScreenDatasources}
     onCancel={() => newScreenModal.show()}
+    initalScreens={!selectedTemplates ? [] : [...selectedTemplates]}
   />
 </Modal>
 
+<Modal bind:this={screenAccessRoleModal}>
+  <ModalContent
+    title={"Create CRUD Screens"}
+    confirmText={"Done"}
+    cancelText={"Back"}
+    onConfirm={confirmScreenCreation}
+    onCancel={roleSelectBack}
+  >
+    Select which level of access you want your screens to have
+    <Select
+      bind:value={screenAccessRole}
+      on:change={() => {
+        analytics.captureEvent(Events.SCREEN.CREATE_ROLE_UPDATED, {
+          screenAccessRole,
+        })
+      }}
+      label="Access"
+      getOptionLabel={role => role.name}
+      getOptionValue={role => role._id}
+      getOptionColor={role => role.color}
+      options={$roles}
+    />
+  </ModalContent>
+</Modal>
+
 <Modal bind:this={screenDetailsModal}>
   <ScreenDetailsModal
-    onConfirm={confirmScreenDetails}
+    onConfirm={confirmScreenBlank}
     onCancel={() => newScreenModal.show()}
+    initialUrl={blankScreenUrl}
   />
 </Modal>