Learning Management verification flow feasibility

[danhalson]

@MFarringtonRPF has a verification flow for onboarding schools heavily influenced by CodeClub's. Determine the feasibility.

Form:

• Single page form
• Validation
  • check email domains match for owner & head teacher? (potentially against website)
  • possibly checking school against https://find-and-use-an-api.education.gov.uk/ any equivalents for US? (Not MVP)

Submission:

• Posts to api endpoint to create school
  • allow adding class and lesson (not students) before verification
  • means we need owner_id stored against the school

Verification:

• Management options:
  • Administrate
  • Likely needs to exist regardless of verification process
  • Control over ui, provide a 'verify' button
  • Needs transactional email (details below)
  • Easy to glom onto events for email
  • Familiar, and quick to set-up
  • Salesforce
  • SalesforceConnect could allow us to avoid syncing, see clubs-api implementation or at the very least allows us to be atomic in our updates.
  • Salesforce provides email capabilities
  • Would need to either make Salesforce readonly and still implement administrate for editing pre verification, only allow editing via Salesforce, or a two way sync
    • This is more error prone
  • Salesforce is very tricky when it comes to validation, so data tends to get dirty easily

Post verification:

• Email users
• Call to profile to set up organisation (and roles)

Notes / Questions:

• Is there a wider business need to involve Salesforce, and is this likely to become a requirement?
• Look into email options
  • Having transactional email support will probably be beneficial in the long run anyway
  • Creating a dependency on Salesforce for just email, may be a bigger burden in the long run
  • Possibilities
  • ActiveMailer
  • Mandrill
  • Sendgrid (worth talking to clubs team about their Sendgrid experience)

[create-issue-branch[bot]]

Branch issues/942-Learning_Management_verification_flow_feasibility created!

[danhalson]

Implement Administrate on editor-api (expectation is no need for Salesforce)

• School dashboard
  • Verify button

[danhalson]

Implement Sendgrid on editor-api

• Add hook and template email on school application
• Add hooks and template emails on verification
• check for other hooks...pre verification?

[danhalson]

Implement form on editor-standalone

• React single page form
• Validation
  • check email domains match for owner & head teacher
  • another way of verifying schools (i.e https://find-and-use-an-api.education.gov.uk) if MVP
• Posts to api endpoint to create school

[danhalson]

Changes on editor-api

• Allow adding class and lesson (not students) before verification
• Call to profile to set up organisation (and roles) post verification

[sra405]

• check email domains match for owner & head teacher
• another way of verifying schools (i.e https://find-and-use-an-api.education.gov.uk) if

We're not doing any form of domain locking organisations/schools for MVP

[sra405]

• Allow adding class and lesson (not students) before verification

I think this functionality exists in https://github.com/RaspberryPiFoundation/editor-api/issues/239 but probably isn't MVP now. As long as what we have won't cause us issues I'm open to how we do this on the backend 👍

[sra405]

Looks good to me and I've made tickets off the back of this 👍 closing