human-essentials icon indicating copy to clipboard operation
human-essentials copied to clipboard

Add ability to have some partner specific information appear on the partner's dashboard

Open cielf opened this issue 10 months ago • 12 comments

Summary

Add a field (500 characters) for bank-entered partner-specific information that will appear on the partner's dashboard.

Why?

Better bank to partner communication

Details

This info_for_partner field will be on the partner (as opposed to the partner profile).
Editable by the banks on their partner page Label it: Partner specific information (500 characters) Note: The partner can see but not change this info.

Add it, read only, to the partner's dashboard page, between the partner status indicator and "Make a request"

Criteria for Completion

  • [ ] behaviour as described
  • [ ] automated tests to support behaviour as described
  • [ ] update user guide (docs/user_guide/banks/ ... look at the files that start with pm_)

cielf avatar Feb 16 '25 15:02 cielf

Hi! I'd love to pick this up :)

khiga8 avatar Feb 23 '25 21:02 khiga8

Please do!

cielf avatar Feb 23 '25 23:02 cielf

I noticed there's a "broadcast announcement" feature which seems somewhat similar to what's being asked, but that looks like it's for broadcasting information to all partners which is a bit different.

I'm thinking this feature would involve the following updates:

  1. Database migration to add new info_for_partner field to the partner.rb model.
  2. Update the create/edit partner information frontend with a new textarea. (for partner)
  3. Update the partners_controller.rb to accept new field params.
  4. Update the dashboard page for partner to add information.

Initially I wondered if we need to add a new page, but I see we could just add a new field to the individual partner pages.

khiga8 avatar Mar 06 '25 19:03 khiga8

That sounds about right.

cielf avatar Mar 06 '25 20:03 cielf

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Apr 06 '25 00:04 github-actions[bot]

not stale!

khiga8 avatar Apr 08 '25 00:04 khiga8

So you're still working on it then (it's showing as WIP and draft, so I assume the proverbial ball is in your court)?

cielf avatar Apr 08 '25 03:04 cielf

Hey @cielf – apologies for the delay! Life got the best of me for a bit.

I’ve finally opened the PR for review: https://github.com/rubyforgood/human-essentials/pull/5075. Would love your thoughts when you have a chance!

update user guide (docs/user_guide/banks/ ... look at the files that start with pm_)

Head up, I’m not able to address this due to lack of context on this feature. Is there someone better suited to pick this up?

khiga8 avatar Apr 09 '25 02:04 khiga8

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar May 12 '25 00:05 github-actions[bot]

In the review process.

cielf avatar May 12 '25 02:05 cielf

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Jun 12 '25 00:06 github-actions[bot]

Automatically unassigned after 7 days of inactivity.

github-actions[bot] avatar Jun 19 '25 00:06 github-actions[bot]

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Jul 24 '25 00:07 github-actions[bot]

Automatically unassigned after 7 days of inactivity.

github-actions[bot] avatar Jul 31 '25 00:07 github-actions[bot]

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

github-actions[bot] avatar Sep 01 '25 00:09 github-actions[bot]

This is in place.

cielf avatar Sep 02 '25 01:09 cielf