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@clatwell
clatwell / variables-update.md
Last active July 22, 2018 17:10
Transaction Variables Update
  • NC Milestones
  • VA Milestones
  • NC Document Slots
  • VA Document Slots
  • NC Document Slot Descriptions
  • VA Document Slot Descriptions
  • NC Key Dates
  • VA Key Dates
  • NC Financials
  • VA Financials
@clatwell
clatwell / nest-to-dos.md
Last active July 20, 2018 23:10
Eli's 7/20 Nest To Do List
  • Show thumbnails on Split PDF
  • Redirect agents to What's Next page if an image is aded
  • Redirect agents to an interstitial page before What's Next is enabled
  • Update maligun / the app to send from nestrealty.com
  • On integration, add Jonathan, Keith, Sara, Ashley, Me, and You as marketable vendors in Charlottesville
  • Unsubscribe link in the emails is sending folks over to example.org URLs
  • When an Agent marks a Milestone as complete, mark all nested What's Next to-dos as complete
  • Redirect the agent to the What's Next view afer they enable What's Next, rather than redirecting back to the Transaction Detail page
  • Transaction Detail page UI updates: https://github.com/vigetlabs/nest-app/issues/349
  • What's Next Agent View UI updates: https://github.com/vigetlabs/nest-app/issues/350
@clatwell
clatwell / Nest Roles & Permissions
Last active April 30, 2018 15:39
Roles-Permissions.md
Agent
- Can: Manage transactions, FON mailings, clients, create vendors
- Customizable: None, except Buyer or Seller transactions?
Assistant
- Can: Manage transactions, FON mailings, clients, create vendors
- Customizable: All, default to true
Office Manager
- View/approve transactions in this office, manage office FON mailings, manage office vendors, manage office users
@clatwell
clatwell / shedd-week-of-04-23.md
Last active April 20, 2018 19:48
Shedd CMS / Content Site - Week of 4/23

CMS/Content Site - Week of 4/23

Dev Priorities

  • Integrate with CK and add starter set of CK blocks
  • Admins can CRUD pages
  • Users can view a page
  • Publishing and versioning

FED Priorities

  • Style starter set of content blocks
@clatwell
clatwell / audit-app-tasking.md
Last active February 12, 2018 01:55
Audit App Tasking
@clatwell
clatwell / tech-intro-question.md
Created January 2, 2018 18:33
[Viget + Shedd] Tech Intro Meeting

General technical setup

  • Where is the site hosted?
  • What languages/stack does the site currently use?
  • Where is important data stored and how is it accessed? (site content, tickets, memberships, payments, reporting)
  • What kinds of services are either integrated with the site or does the site link out to? (analytics, customer tracking, payments, fundraising platform, email verification, chat, sending email, ticketing, memberships, CMS, admin)
  • What kinds of services are used to support the site itself? (version control, monitoring, tests, etc.)

Process

@clatwell
clatwell / week-of-9-18.md
Last active September 19, 2017 12:41
[Audit App] Development Plan - Week of 9/18

Week of 9/18

Week 7, Sprint 3

Sprint 3 Goal: An Auditor can view and manage Chemical Hazard Profiles that were submitted by an Assessor either for C2C Certified QA, or C2C Verification for Material Wise.

Week 7 Goal: All Assessor forms are submitting and saving to the DB. Split out the Auditor and Assessor flow. An Assessor can see an index of submitted profiles.

week 7!

@clatwell
clatwell / week-of-9-11.md
Last active November 30, 2017 21:14
[Audit App] Development Plan - Week of 9/11

Week of 9/11

Week 2, Sprint 2

Sprint goal: An Assessor can create, update and submit a Chemical Hazard profile for audit – either for C2C Certified QA, or C2C Verification for Material Wise.

By EOW: Basic app interface in which a generic user can create, edit, and view a chemical hazard profile.

sprint 2

@clatwell
clatwell / RA-Key-Assets.md
Last active August 9, 2017 20:51
AA-884 - Full List and Partial List Key Assets

USD

Full

  • Russell 2000
  • Barclays Global Corporate Ex-US
  • JP Morgan GBI-EM
  • Barclays US Corporate Intermediate
  • Barclays US Corporate High Yield
  • Barclays US Treasury US TIPS
@clatwell
clatwell / phvn-features.md
Created June 20, 2017 20:45
[PHVN] Features and Maintenance

Features

This is the primary list of things we hear about and also think would make sense for Posthaven.

  • Import from other blogs sites – primarily Wordpress a few requests for Tumblr and Medium
  • API – Primarily requested for blog post CRUD
  • Markdown support both in the online editor and when posting via email
  • Other types of payment than via credit card