Skip to content

Instantly share code, notes, and snippets.

@data-doge
Last active February 18, 2016 00:59
Show Gist options
  • Save data-doge/64c15021105176333d19 to your computer and use it in GitHub Desktop.
Save data-doge/64c15021105176333d19 to your computer and use it in GitHub Desktop.

new admin flows EPIC [26 + ?]:

  • redesign group-page toolbar [?]

    • new add bucket button
    • on mobile, more btn that brings up drawer
  • redesign group-page bucket-list [?]

  • admin can invite a single person to group [5]

    • invite people btn on group-page
    • on invite people btn-click, redirected to invite-members-page
    • invite-members-page is only accessible to admins
    • invite-members-page has form with email field and optional name field
    • cancel and back btns redirect back to group page
    • invite 1 person btn makes a memberships#review_upload request
    • page renders a preview of the addition -- displays if member already exists, or if invitation is ready
    • if there are errors in the review process, then show 'done btn' instead of 'confirm btn' both of which redirect to group-page.
    • try again btn re-renders invite-member-form, with old info persisted, and shows errors if present
    • confirm + invite 1 person btn redirects to invite-members-overview-page
    • done btn redirects to group-page
    • invite more people btn redirects to invite-members-page, which is now clear
    • see all members btn redirects to group-page and opens up funders tab
  • admin can invite multiple people to group [5]

    • invite-members-page has + Add another btn, that dynamically creates another invite form
    • dynamically created forms can be deleted somehow
    • invite btn reflects the number of forms on the page
    • when invite btn clicked, request made to memberships#review_upload
    • page renders previews of all additions
    • confirm and invite btn reflects number of invitations to be sent
    • invite-members-overview-page reflects number of invitations sent
  • admin can bulk invite multiple people via csv upload [5]

    • invite-members-page has Add many people at once btn
    • btn click brings up dialog
    • dialog's how do i do that btn goes somewhere?
    • dialog's read more btn does something?
    • omit dialog's click here until manage-funds flow is built
    • dialog's ok, select file btn, brings up prompt for csv file upload
    • if csv upload error, error dialog appears
    • error dialog try again btn brings up prompt for csv file upload
    • if csv upload success, memberships#review_upload request made
    • page renders preview with title text 'Please review + confirm your upload'
  • admin can add a custom message when inviting people [?]

    • DO LATER
    • needs design
    • invite-members-page has custom message btn that brings up something?
    • figure out how to inject this message into the current email templates
  • redesign group-page-funders tab [2]

    • move members and pending invites into cards
  • admin can download CSV of members [2]

    • download CSV
    • manage funds btn goes to manage-group-funds-page
    • manage funds btn and manage-group-funds-page are only accessible by admins
    • there is a disabled update by CSV file btn
    • there is a enabled download CSV file btn
    • on btn click, downloads csv of email, funds
    • csv download controller action only accessible to admins
  • admin can resend invites to all unconfirmed users [2]

    • add resend invites button to group-page-funders tab
    • btn makes a request to API, to resend invites to all said users
  • admin can bulk allocate funds [5]

  • manage-group-funds-page has enabled update by CSV file button

  • btn click brings up dialog

  • how do i do that btn redirects to beta admin guide (derek has posted in card)

  • ok, select file, prompts for csv

  • if csv upload error, error dialog appears - [https://projects.invisionapp.com/share/2W5XZ6OGU#/screens/133867466](see designs)

    • omit read more btn
    • turn 'check out our help documentation' into a link that goes to the beta admin guide
    • try again btn brings up prompt for csv file upload
  • if csv upload success, allocations#review_upload request made

  • page rerenders preview with people, funds to be added/removed, and total added, and any new folx being added

  • on review-bulk-allocation-page

    • try again btn brings up csv upload dialog
    • cancel btn goes to group-page
    • confirm btn makes some memberships#create requests and then a bunch of allocations#create requests
  • on confirm-bulk-allocation-page

    • done btn goes to group-page
    • see all members btn goes to group-page-funders tab

  • questions/comments
    • 'add bucket', 'invite people', 'manage funds' btns -- they fit fine on desktop, but how will they look on mobile? will i be incorporating these redesigned btns into the UI? otherwise, should they go in the menu?
    • 'invite people' on group page, 'invite members' on page thereafter
    • 'custom message' a part of this card?
    • is 'download csv' a part of this ticket?
    • is 'resend invites' a part of this ticket?
    • who gets to 'download as csv' ? any member?
    • who gets to resend invites? admin only?
    • on the group-page design, should i be redesigning the group page's bucket lists? do i see upvotes here?
    • is editing member details post-upload a part of this ticket?
    • on 'please review and confirm your upload' page, where do cancel and try again btns redirect to?
    • what does it look like to + Add another? what does it look like to delete dynamically created fields?
    • 'Overview' -> 'Preview'
    • csv dialog how do i do that btn goes somewhere?
    • csv dialog read more btn does something?
    • review + confirm page can be recycled for all invite members flows i reckon
    • does download as csv only return entries for confirmed members
    • Pending invites -> Pending confirmation
    • discuss whether or not to mix invitations with bulk allocations
      • actually i feel good about this, separation of review and confirm makes things nice
    • cancel btn on review + confirm your upload (allocations) goes to group-page?
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment