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June 2024 Goals

Open lola3736 opened this issue 1 year ago • 3 comments

By 6/30/2024

Design:

In progress:

  • [ ] #440 - PM and Design to discuss today
    • [x] Pending acknowledgement functionality - Prototype for user testing in progress, some complexity noted
  • [ ] Analysis and study anticipated to complete June 30th
    • Study has launched, still need 2 more participants, but on track
  • [ ] Guest application: User testing. Research plan

New Items:

  • [ ] Coordinator notes: Save and cancel + editing screens for notes #519
  • [ ] Coordinator: Assign and reassign applications #518
  • [ ] Host Dashboard #508
  • [ ] Host Application #509
  • [ ] Guest/Host sign up: Add acknowledgement functionality
  • [ ] Move guest minimum expectations to sign up process
  • [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application
  • [ ] Bonnie would like to see what can be done for Guest UI/UX to feel fun and positive

Eng:

In progress:

  • [ ] Account Creation
    • [ ] #703 - manual testing - up for review, needs to approved
  • [ ] Guest Intake Profile | #708
    • [ ] #710 - Erik still working on this
    • [x] #707 - merged and complete
    • [x] #712 - merged and complete
    • [ ] Guest form endpoints #636
      • [x] Josh to complete and roll off project
      • [ ] PR needs to be reviewed
      • [ ] data models will still need to be updated, and other planning, to be handled on separate PR
  • [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
    • [ ] Anticipated migration May 31st (original completion date April 30th)
    • [x] PR merged; credential accounts created to run deployment
    • [x] Access granted to administer share AWS environment
    • [x] Major dependency - Cognito to support user management
    • [ ] terraform deploying tonight (6/25), will have support tomorrow from ops meeting
    • [ ] Bonnie will need to update the record at the name server for homeunite.us after deployment
    • [ ] smoke test
  • [ ] Guest dashboard #572 #566
    • No one is currently working on #572
  • [ ] Josh being rolled off the project
  • [ ] We will Need to scope first, but might need another backend dev
  • [ ] Coordinator invite guest #520
    • [ ] Engineering to review acceptance criteria to finalize (some functionality may be more appropriate for new stories, but others may be valid and not yet present in dev.homeunite.us)

New Items:

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

PM:

Final reviews:

  • [ ] Host Matching Profile view
  • [ ] Guest/host sign up: add acknowledgement functionality #439

In Progress

  • [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
    • [ ] Ready to Review
  • [ ] Section 2 Coordinator User stories - need review, starting from Epic #454

New:

  • [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
    • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
  • [ ] FAQ user story
  • [ ] Coordinator update meeting & interview attendance/status for guest/host
  • [ ] Guest matching profile
  • [ ] Create Guest, Host and Coordinator Sidebar stories
  • [ ] Host experience for matching
  • [ ] Downloadable intake profile instead of email
  • [ ] Log of when guest and host worked on the app: V2
  • [ ] Background Checks for Guest/Hosts
    • [ ] Coordinator will need a checkbox to confirm background check - update flow and add to/create a story
    • [ ] Bonnie recommends we have an additional tasks section that allows Coordinator to enter whatever tasks they need (basic text section)
    • [ ] What else does Guest need? Guest PM needs to work through this
    • [ ] What else does Host need? Host PM needs to work through this
    • [ ] What else does Coordinator need? Coordinator PM needs to work through this

lola3736 avatar Jun 06 '24 19:06 lola3736

Design:

In progress:

  • [ ] #440 - completed, need to review with PMs - Pending acknowledgement functionality, Move guest minimum expectations to sign up process
  • [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted - Program they want to use for testing finalized - Complexity noted for being able to navigate to any section - @edela0015 create an issue for the research/user testing - [ ] Review button might not look like a button - [ ] Add expand collapse for Application sections in desktop - [ ] Submit button placement on review page - [ ] Text that specifies they can move around in the application without completing all the sections
  • [ ] Coordinator filters: updated design for review
  • [ ] Coordinator notes: Save and cancel + editing screens for notes #519 (to be reviewed)
  • [ ] Coordinator: Assign and reassign applications #518 (to be reviewed)

New Items:

  • [ ] Host Dashboard #508
  • [ ] Host Application #509
  • [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

  • [ ] Account Creation
    • [ ] #703 - manual testing. Have it in a good place, should have a PR up soon
  • [ ] Guest Intake Profile | #708
    • [x] - @sanya301 review once
    • have general scaffolding, render the fields, navigate between
    • [ ] #710 - working on this
    • [ ] #707 - in review
    • [ ] #712 - in review
    • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
      • [ ] Josh to complete and roll off project
  • [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
    • waiting on ops team to implement some of the terraform changes
    • Cognito has been set up, need to add home unite us specific things
    • Anticipated migration hopefully after above two are complete
  • [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
  • [ ] Coordinator invite guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

  • [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
  • [ ] Add acknowledgement during signup - waiting on design

PM:

Final reviews:

  • [ ] Host Matching Profile view
  • [ ] Guest/host sign up: add acknowledgement functionality #439
  • [ ] Project hygiene

New:

  • [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
    • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
  • [ ] FAQ user story
  • [ ] Coordinator update meeting & interview attendance/status for guest/host
  • [ ] Guest matching profile
  • [ ] Create Guest, Host and Coordinator Sidebar stories
  • [ ] Host experience for matching
  • [ ] Downloadable intake profile instead of email
  • [ ] Log of when guest and host worked on the app: V2

sanya301 avatar Jun 12 '24 01:06 sanya301

Design:

In progress:

  • [ ] #440 - completed, need to review with PMs - Pending acknowledgement functionality, Move guest minimum expectations to sign up process
  • [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted - add issue created. work still ongoing - Program they want to use for testing finalized - Complexity noted for being able to navigate to any section - Able to resolve issue with the complexity.
    - Testing tentative end of June; need to add link of the study (limited) PM to view as team on thursday - @edela0015 create an issue for the research/user testing - [ ] Review button might not look like a button - [ ] Add expand collapse for Application sections in desktop - [ ] Submit button placement on review page - [ ] Text that specifies they can move around in the application without completing all the sections
  • [ ] Coordinator filters: updated design for review

New Items:

  • [ ] Coordinator notes: Save and cancel + editing screens for notes #519 - need to be reviewed
  • [ ] Coordinator: Assign and reassign applications #518 - need to be reviewed
  • [ ] Host Dashboard #508
  • [ ] Host Application #509
  • [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

  • [ ] Account Creation - Need to confirm Erik (merge and test)
    • [ ] #703 - manual testing. Have it in a good place, should have a PR up soon
  • [ ] Guest Intake Profile | #708 - Erick to confirm below open items
    • [ ] - @sanya301 review once
    • have general scaffolding, render the fields, navigate between
    • [ ] #710 - working on this
    • [x] #707 - in review - completed and merged
    • [ ] #712 - in review
    • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
      • [ ] Josh to complete and roll off project
        • [ ] Double check all items assigned to Josh and ensure proper handover
  • [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
    • waiting on ops team to implement some of the terraform changes; still having issues with the infrastructure.
    • Cognito has been set up, need to add home unite us specific things
    • Anticipated migration hopefully after above two are complete
  • [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
  • [ ] Coordinator invite guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

  • [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
  • [ ] Add acknowledgement during signup - waiting on design

PM:

In progress:

  • [ ] Coordinator User stories: Application review page, comments, notes etc
    • [ ] Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this @lasryariel #454
    • [ ] @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar. #501
    • [ ] Confirm user story for "invite Guest" #520, a few items in acceptance criteria that haven't been created

Final reviews:

  • [ ] Host Matching Profile view - PM (sanya) to review #617
  • [ ] Guest/host sign up: add acknowledgement functionality #440

New:

  • [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
    • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
  • [ ] FAQ user story
  • [ ] Coordinator update meeting & interview attendance/status for guest/host
  • [ ] Guest matching profile
  • [ ] Create Guest, Host and Coordinator Sidebar stories
  • [ ] Host experience for matching
  • [ ] Downloadable intake profile instead of email
  • [ ] Log of when guest and host worked on the app: V2

lola3736 avatar Jun 19 '24 02:06 lola3736

Design:

In progress:

  • [ ] #440 - completed, need to review with PMs - Pending acknowledgement functionality, Move guest minimum expectations to sign up process
  • [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted - add issue created. work still ongoing - Program they want to use for testing finalized - Complexity noted for being able to navigate to any section - Able to resolve issue with the complexity.
    - Testing tentative end of June; need to add link of the study (limited) PM to view as team on thursday - still need 2 more participants but on track - @edela0015 create an issue for the research/user testing - [ ] Review button might not look like a button - [ ] Add expand collapse for Application sections in desktop - [ ] Submit button placement on review page - [ ] Text that specifies they can move around in the application without completing all the sections
  • [ ] Coordinator filters: updated design for review

New Items:

  • [ ] Bonnie would like to see what can be done for Guest UI/UX to feel fun and positive
  • [ ] Need to open new role to backfill Bai/Coordinator - Ed to ask Jiehong to see if she is interested, if not Ed can help
  • [ ] Need to open new role for Research
  • [ ] Coordinator notes: Save and cancel + editing screens for notes #519 - need to be reviewed
  • [ ] Coordinator: Assign and reassign applications #518 - need to be reviewed
  • [ ] Host Dashboard #508
  • [ ] Host Application #509
  • [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

  • [ ] Account Creation - Need to confirm Erik (merge and test)
    • [ ] #703 - up for review, needs to approved
  • [ ] Guest Intake Profile | #708 - Erick to confirm below open items
    • [ ] @sanya301 review once
    • have general scaffolding, render the fields, navigate between
    • [ ] #710 - working on this
    • [x] #707 - in review - merged and complete
    • [x] #712 - in review - merged and complete
    • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
      • [x] Josh to complete and roll off project
      • [ ] PR needs to be reviewed
      • [ ] data models will still need to be updated, and other planning, to be handled on separate PR
  • [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
    • waiting on ops team to implement some of the terraform changes; still having issues with the infrastructure.
    • Cognito has been set up, need to add home unite us specific things
    • Anticipated migration hopefully after above two are complete
    • [ ] terraform deploying tonight (6/25), will have support tomorrow from ops meeting
    • [ ] Bonnie will need to update the record at the name server for homeunite.us after deployment
    • [ ] smoke test
  • [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
  • [ ] Coordinator invite guest #520 - mostly done
    • [x] need to be confirmed by @lasryariel that this is good to close
    • [ ] Engineering to review acceptance criteria to finalize (some functionality may be more appropriate for new stories, but others may be valid and not yet present in dev.homeunite.us)
  • [ ] Josh being rolled off the project, Double check all items assigned to Josh and ensure proper handover
  • [ ] We will Need to scope first, but might need another backend dev

New Items:

  • [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
  • [ ] Add acknowledgement during signup - waiting on design

PM:

Final reviews:

  • [ ] Host Matching Profile view - PM (sanya) to review #617
  • [ ] Guest/host sign up: add acknowledgement functionality #440

In progress:

  • [ ] Coordinator User stories
    • [ ] Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this @lasryariel #454
      • [x] Initial updates made by Ariel
      • [ ] needs review by PM team
    • [ ] @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar. #501
      • [x] Initial updates made by Ariel
      • [ ] needs review by PM team
    • [x] Confirm user story for "invite Guest" #520, a few items in acceptance criteria that haven't been created - There are a few remaining criteria which can only be assessed once https://dev.homeunite.us/ coordinator dashboard is updated with actual data from invited guests.
      • [x] Does engineering have a ticket for this? - Eng Team will review acceptance criteria and create issues as needed
    • [ ] All Section 2 Coordinator stories have been refreshed, needs review by PM team.
    • [ ] Coordinator update meeting & interview attendance/status for guest/host #731
      • [x] Draft created
      • [ ] Draft to be reviewed by PM team

New:

  • [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
    • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
  • [ ] FAQ user story
  • [ ] Guest matching profile
  • [ ] Create Guest, Host and Coordinator Sidebar stories
  • [ ] Host experience for matching
  • [ ] Downloadable intake profile instead of email
  • [ ] Log of when guest and host worked on the app: V2
  • [ ] Background Checks for Guest/Hosts
    • [ ] Coordinator will need a checkbox to confirm background check - update flow and add to/create a story
    • [ ] Bonnie recommends we have an additional tasks section that allows Coordinator to enter whatever tasks they need (basic text section)
    • [ ] What else does Guest need? Guest PM needs to work through this
    • [ ] What else does Host need? Host PM needs to work through this
    • [ ] What else does Coordinator need? Coordinator PM needs to work through this

lasryariel avatar Jun 25 '24 23:06 lasryariel