- Setup google app eingine service
- Setup mysql google cloud sql instance
- Setup heroku dyno for accountants templates upload
- Setup initial post-commit script with lint tests
- Setup backend testinig cycle
- Setup frotnend testng environment
- Setup logging policy and libraries (document on slite)
- Setup monitoring and slack integrations
- Setup alerting policies (slite)
- Setup mailchimp or sendmail
- Setup all slack integrations for code and stries
Setup project, service, FE, BE skeletons
As a user I would like to be able to create an account using name and password
As a user i would like to login with my user and password. After that I would like to have to oprion to start a wizzard or go to poweruser
As a user I would like to be ablo to close my session at any time
As a user I would like to be able to recover my password*
- Use challenge respnse dont store plain password
As a user I would like to provide initial information like:
- First name
- Lastname
- Phone
As a user I would like to answer wizard questions
For each wizard like the initial questions one. There are questions created from the admin console. the admin setups the questions order and dependencies (see admin user story) this user story is related only with the ability of the customer to read rendered questions from the admin backend and being able to upload their answer.
Answers can be text, yes/no or numerical values.
As a user I would like to be able to revisit a question and modify the answer.
As a user I would like to list the questions available or me by group. For example (income, debts)
As an admin i want to add links, videos and text to explain every question. Optionally.
As an admin I want to create groups for questions Questions can be grouped or subgrouped (see wireframe)
As an admin i woudl like to change the group or sub group a question belongs to A question may be in several groups if desired.
NOTE: This way the problem of which questions to make to a user cuold be solved as a mapping to a super abstract group. But its too soon for implementation details
As an admin i want to add a new question. This could be an initial question or a tax engine question. The can belong to one or many groups or subgroups.
e.g. Bienes -> Bienes Inmuebles -> General -> Descripcion de la propiedad
As a user I would like to remove a question froma group so its not displayed to users. Mark the question as incactive dont really remove it.
As an admin I would like to update the fields of a question and the changes should be reflected inmediately on the user side. Not like a push to browser they woud need to refresh.
Also lets add a button or language that makes it clrear like: push to production.
Questions could have status (new, active, inactive, deleted)
As a user I woudl like to notice my due date and get alerts. ths is probably something to find on the herramientas section
As user for every question i want to see the help about it. Could be text or a link if its a video render it using oembed
As a user I would like the FE to remember where I was
When i come back a button that says: “continue where i left” and the option to go elsewhere so the user may come with a specific idea or task and be easy for them. (see images attached)
As a user I would like to be able to be displayed with a question from the wizzard.
This is the same template that renders questions that the backend deliver for this user for this section. Questions does not change ofter check for the posibility of cache them on browser.
As a user I would like to answer a question there could be multiple entrance/answers questions like adding many condos or many incomes of the same kind.
After adding the asnwer the local cache to remember where i am should be updated.
As a user I want to recover the progress. This user story contains onthe the very fact of reading the cache and rendering where its supposed to go.
As a user I would like to press a botton and change from wizzard to complete view version.
As a user I woudl like to be able to navegate sequentially over curernt set of questions.
As a user I would like the browser history navigation buttons to behave according to the section im in. For example if i am on a wizard back is go back to previous question not to previous section.
As a user I woudl like to create an account with the following information
name, lastname, phone, email, id
As a user I would like to login using email and password. rom the landing page.
As a user I would like to close the sessio at anytime
As a user I would like to recover my password
As a user I would like to make a payment using PayU
As a user I woudl like to be ablo to downalad the form for my filling after the payemnt is successful.
This is a different view of the accountatns version.
An internal employee admin should be able to get this files from the accountants app
So the user can get into the app review and download
pending wireframes
User referal MLM User can create account User can login User can logout User can recover password User can add a customer User can upload a file for a customer User can clasify a file for a customer User can list customers User can filter customers per year User can filter customers per status User can send emails to customer User can send an email asking for documents User can ask specific questions via email to customers User can change customer status
User referal MLM dashboard
- As a user I want to get my referal code
- As a user I want to create an account using a referal code
- As a user I want to see the dashboard of referals
- As a user I want to regenerate a new code
- As a user I want to resend an invitation
- As a user I want to send an invitation by email
- As a user I want to revoke an invitation
User can create account User can login User can logout User can recover password User can add a customer User can upload a file for a customer User can clasify a file for a customer User can list customers User can filter customers per year User can filter customers per status User can send emails to customer User can send an email asking for documents User can ask specific questions via email to customers User can change customer status User can get payments to their bank account Systen check of single payment single filling
Marketing
- As an admin i want to track TBD events using tools like:
X Marketing & Support stack Segment Kissmetrics or Amplitude or Mixpanel G Analytics Hubspot Front Aircall