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  1. SonarQube
  2. SONAR-8974

Update "view" to "portfolio" in UI


    • Type: Improvement
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 6.4
    • Component/s: Web
    • Labels:


      The term "view" is perceived as technical by some users. We should therefore change it to "portfolio" and use that term consistently. Specifically, "Portfolio" should replace "view" throughout the interface. It should additionally replace "sub-view" because how a view/sub-view was created should be entirely transparent to the user.


      • Global Search
      • At the Portfolio Admin level
        • Permissions: description -> "Grant and revoke portfolio-level..."
        • Administration > Edit View -> Edit Portfolio
        • On the Edit Portfolio page: "Add Sub-view" -> Add Component View
          • Add Component View: Key description -> "... from the name of the portfolio."
          • Add Component View Local Reference dropdown label: View -> Portfolio
          • Save View -> Save Portfolio
          • Delete View -> Delete Portfolio
          • Delete Portfolio description -> "...sure you want to delete portfolio... next recalculation of portfolios."
        • Executive Report: description -> "...reports for that portfolio."
          • Option descriptions -> "during the first portfolio calculation..."
          • Other Recipients description: "...for that view." -> "... for this portfolio."
        • Deletion: description -> "Delete this portfolio from SonarQube. Component projects and Local Reference Portfolios will not be deleted, but component Standard Portfolios will be deleted. This operation cannot be undone.
      • At the Global Admin level
        • Configuration > Views -> Configuration > Portfolios
          • List of views label -> Portfolios
          • Search just over list of views: Search views... -> Search Portfolios...
          • [ changes from Portfolio-level version of the page ]
        • General Settings > Governance > Frequency: description -> ...PDF reports for portfolios... during the first portfolio calculation...
          • Recipients description -> ...for every portfolio in the system...
        • Projects > Management: "Views" selector/toggle -> "Portfolios"
        • Projects > Background tasks, type label: [View Calculation] -> [Portfolio Calculation]
        • System > System Info, Elasticsearch Indices: views -> portfolios (I suspect this is not purely a UI change, but for the sake of thoroughness it is listed here.)


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              • Assignee:
                stas.vilchik Stas Vilchik (Inactive)
                ann.campbell.2 Ann Campbell
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