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Rework of Getting Started section

Open cielf opened this issue 8 months ago • 4 comments

Summary

Rework of Getting Started section

Replace current Getting started section with a list of the links to major steps, that open in a new tab. Have a checkbox "I'm done with setting up (hides this section)" to hide it going forward.

Why?

Currently, you can't get rid of it unless you enter a donation site , and as soon as you enter a storage locaton or partner those sections go away -- so not as helpful as it should be.

Details

1/ Remove current getting started section 2/ add a bank_is_set_up flag -- this is set to false on creation of a bank.

We will need a migration to set it appropriately for current banks, just set it according to whether they have any donation sites -- that will be fine for most. (alternatively, if they have ever done a distribution).

The bank_is_set_up flag will govern whether the getting started section is shown or not

3/ New getting started section

Getting started Here are a few steps to help you in getting started (will open in new tab) [Note: Have not provided the actual links here] Please also refer to the "Getting Started" section of the user guide (link).

1/ Set up storage locations (link) 2/ Set up your inventory: a/ Adding custom items (link) b/ Do an audit to set up your current inventory levels (link) 3/ Customize your organization (link) 4/ Add other users at your bank (link) 5/ Import partners(link) or Add a single partner (link)

When you're done, click this box to hide this section [].
(Note: this will set the bank_is_set_up flag to true, and hide this section going forward.)

Criteria for completion

  • [ ] Behaviour as above
  • [ ] tests to support that behaviour
  • [ ] User guide updated to reflect the behavour

cielf avatar Apr 27 '25 15:04 cielf

Hey, looking to get involved. I would love to take a look at this

Budmin avatar May 11 '25 01:05 Budmin

Please do.

cielf avatar May 11 '25 02:05 cielf

Does the PR need a feature flag? (Is that a thing that this codebase uses often?)

compwron avatar Jun 09 '25 20:06 compwron

Not to my knowledge.

cielf avatar Jun 10 '25 12:06 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 Jul 11 '25 00:07 github-actions[bot]

Automatically unassigned after 7 days of inactivity.

github-actions[bot] avatar Jul 18 '25 00:07 github-actions[bot]

The PR for this has passed functional testing, and is on-deck for technical review.

cielf avatar Jul 18 '25 02:07 cielf