April 2024 goals

[sanya301]

By 04/30/24

Design:

Final reviews:

• [x] Guest Dashboard labels final review
• [x] Figma demo for guest section 1 + 2 - to show to Bonnie
• [ ] Guest Application for Desktop - [ ] User testing - [ ] Add expand collapse - need to discuss in design - [ ] Page numbers: some way to know, how do we deal with minimum expectations - [ ] Text that specifies they can move around in the application without completing all the section - [x] Text to say that everything will be auto saved - [ ] Move guest minimum expectations to sign up process - [x] Phone number flag - [ ] Place for contracts/agreements - [ ] Submit button placement on review page - user testing will let us know - [ ] Review button might not look like a button - user testing item - [ ] Decide on partial filled logo (post MVP)
• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Desktop navigation

New Items:

• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application
• [ ] Coordinator notes: Save and cancel + editing screens for notes #519
• [ ] Coordinator: Intake Profile Review page #635
• [ ] Coordinator: Assign and reassign applications #518
• [ ] Guest/Host sign up: Add acknowledgement functionality
• [ ] FAQ: after PM has written this

Eng:

In progress:

• [ ] Guest Dashboard endpoints - continue data/infra structure solidifying #636
• [x] Assign user roles (eg. 'Guest', 'Host', 'Coordinator')
• [ ] Coordinator dashboard: HTTP integrations and major panels complete with populated data
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024)
• [ ] First name last name fix in sign up - pending further discussion on Google first/last name #680
• [ ] HMIS: ensure data that we capture is integrated with what HUD provides. Work with PMs

New Items:

• [ ] Coordinator dashboard endpoint #651
• [ ] Add acknowledgement during signup
• [ ] Guest intake profile mobile

PM:

Final reviews:

• [x] Matching epic: finalize algorithm, matching view page
• [ ] Coordinator User stories: Application review page, comments, notes etc
• [ ] Guest application #533 + Profile #589 - finalize saving functionality
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application #656 needs to be merged into this. Also add matching profile link here @rpradheap
• [ ] Close the duplicate intake profile story #517
• [ ] Host Matching Profile view

New:

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] FAQ user story
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
• [ ] Guest/host sign up: add acknowledgement functionality #439
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] CCPA requirements: update on what needs
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching

[sanya301]

Notes 04/02/2024

Design

• Coordinator knowledge transfer needs to happen @rpradheap
• Labels options are updated

Eng

• Auditing requirement: why is x guest taking so long to match with a host. I think status here might hopefully be enough for this https://docs.google.com/document/d/1mksBNqE9hc-bAW49mdHQDImkk8f92YewtwENNpqvFHc/edit @tylerthome
  • Confirm with Bonnie as to what level this might be needed
• Assign user roles (eg. 'Guest', 'Host', 'Coordinator') very close to done

PM

• Offline story reviews

[sanya301]

4/9

Design:

Final reviews:

• [ ] Guest Dashboard labels final review - today
• [ ] Figma demo for guest section 1 + 2 - to show to Bonnie - April 16
• [ ] Guest Application for Desktop - started

Eng:

In progress:

• [ ] Guest Dashboard endpoints - continue data/infra structure solidifying #636: proposal is up for this. Demo for how to describe application as json, should speed up development
• [ ] Assign user roles (eg. 'Guest', 'Host', 'Coordinator') - PR still up, needs to get merged in
• [ ] Coordinator dashboard: HTTP integrations and major panels complete with populated data - working on loading/empty state
• [ ] Notes pop up - just initial rendering, no edit/delete functionality yet
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) - little bit of an update
• [ ] First name last name fix in sign up - pending further discussion on Google first/last name - This hasn't been picked up yet
• [ ] Cleaned up initial round of issues
• [ ] HMIS: ensure data that we capture is integrated with what HUD provides. Work with PMs. - waiting on Bonnie

New Items:

• [ ] Coordinator dashboard endpoint #651
• [ ] Add acknowledgement during signup
• [ ] Guest intake profile mobile

PM:

Final reviews:

• [ ] Matching epic: finalize algorithm, matching view page
• [ ] Coordinator User stories: Application review page, comments, notes etc - reviewed this last week
• [ ] Guest application #533 + Profile #589 - finalize saving functionality
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application #656 needs to be merged into this. Also add matching profile link here @rpradheap
• [ ] Close the duplicate intake profile story #517
• [ ] Host Matching Profile view

[sanya301]

By 04/30/24

Design:

Final reviews:

• [x] Guest Dashboard labels final review - complete
• [x] Figma demo for guest section 1 + 2 - to show to Bonnie
• [ ] Guest Application for Desktop/mobile - [ ] User testing - [ ] FAQ
  - [ ] Page numbers: some way to know - [ ] Text that specifies they can move around in the application without completing all the section - [ ] Phone number flag - [ ] Place for contracts/agreements - [ ] Submit button placement on review page - [ ] Review button might not look like a button - [ ] Decide on partial filled logo (post MVP)
• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Desktop navigation
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application - working on the design

Eng:

In progress:

• [ ] Database design for intake profile - looking good
• [ ] Guest Dashboard endpoints - continue data/infra structure solidifying #636 - planning done, will get started on
• [ ] Assign user roles (eg. 'Guest', 'Host', 'Coordinator'), PR merged in
• [ ] Coordinator dashboard: No updates here
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) - been making updates to this
• [ ] First name last name fix in sign up - pending further discussion on Google first/last name: we're ok to use Google single sign on
• [ ] HMIS: post MVP

PM:

Final reviews:

• [x] Matching epic: finalize algorithm, matching view page
• [ ] Coordinator User stories: Application review page, comments, notes etc
• [ ] Guest application #533 + Profile #589 - finalize saving functionality
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application #656 needs to be merged into this. Also add matching profile link here @rpradheap
• [ ] Close the duplicate intake profile story #517
• [ ] Host Matching Profile view

New:

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
• [ ] Guest/host sign up: add acknowledgement functionality #439
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] CCPA requirements: update on what needs
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching

[sanya301]

By 04/30/24

Design:

Final reviews:

• [ ] Guest Application for Desktop - User testing down the line - FAQ: added this - Page numbers: some way to know - need to discuss - Text that specifies they can move around in the application without completing all the sections - added but need to review - [x] Phone number flag - removed - Place for contracts/agreements - going to be under documents, need to review - Submit button placement on review page - discuss with PMs - Review button might not look like a button - minor but take - Decide on partial filled logo (post MVP) - changed color to blue for accessibility
• Coordinator dashboard: adjusted components for design system
  • Questions from prev design

Eng:

In progress:

• Coordinator dashboard: Loading state design changes
• Incubator: hope to get done in next week
• First name last name fix in sign up, Google - PR up 85% of the way. Some issues b/w sign up vs sign in with google
• Guest intake profile: both front end and back end at the same time going on. This set up would be general to any application

PM:

Final reviews:

• [x] Matching epic: finalize algorithm, matching view page

[sanya301]

Feedback from Bonnie @edela0015 Guest Dashboard+ Application for Desktop

• User testing down the line
• FAQ: added this
• Page numbers: some way to know
• Text that specifies they can move around in the application without completing all the sections
• Phone number flag
• Place for contracts/agreements
• Submit button placement on review page
• Review button might not look like a button
• Decide on partial filled logo (post MVP)

[sanya301]

Also need to discuss

• Minimizing menu for desktop Intake profile

[sanya301]

By 04/30/24

Design:

Final reviews:

• Coordinator figma has a lot of comments that are being reviewed currently
• Guest 1c not completed yet, account confirmation - add sign up to this
• Looking at tools for user testing - check with design community of practice

New Items:

• Need to add Guest minimum expectations

Eng:

In progress:

• First name last name fix in sign up - #680 tried an approach but blocked
• Guest Dashboard endpoints - continue data/infra structure solidifying #636 in progress
• Coordinator dashboard: HTTP integrations and major panels complete with populated data
  • Loading state completed #669
• Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) - need to create one @tylerthome and add here
  • Went to ops meeting last week, will be helping them as there are some things breaking

PM:

Final reviews:

• [x] Matching epic: finalize algorithm, matching view page
• [ ] Coordinator User stories: Application review page, comments, notes etc - in progress
• [x] Guest application #533 + Profile #589 - finalize saving functionality
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application #656 needs to be merged into this. Also add matching profile link here @rpradheap
• [x] Close the duplicate intake profile story #517
• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance

New:

• [ ] Guest/host sign up: add acknowledgement functionality #439 - initial notes on this
• [ ] Host Matching Profile view
• [ ] FAQ user story
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] CCPA requirements: update on what needs
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching