mvp_admin_flows.md

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?