search

benschaf / gipfel-tutor

Welcome to our online tutoring platform.
https://gipfel-tutor-768a610dc54f.herokuapp.com/
0 stars 1 forks source link

readme

GIPFEL TUTOR

Experience our live website here!

GitHub commit activity GitHub last commit GitHub issues GitHub closed issues GitHub repo size Python version Heroku

Welcome to Gipfel Tutor, the pinnacle of personalized tutoring! Our Django-powered marketplace pairs you with the perfect tutor to conquer your academic peaks. Quick, simple, and effective — scale new heights in learning with us!

Our Mission: "Connect learners with a highly suitable tutor for their specific needs and preferences, within 48 hours."

Top Technical Features

  1. Credit Card Payments using Stripe: Securely pay for lessons online - Google Pay included. Powered by Stripe API and Stripe Webhooks
  2. Calendly Integration: Schedule and Cancel Calendly lessons seamlessly from the site. Powered by the Calendly API v2
  3. Socialaccount Login: Sign in with Google for a passwordless and modern experience.

screenshot

⤴️ source: amiresponsive

UX

Colour Scheme

The colour scheme follows a bright and engaging palette that is both professional and friendly. It suits the educational theme of the site and is designed to appeal to a younger student and tutor demographic.

I used coolors.co to generate my colour palette.

screenshot

I've used CSS :root variables to easily update the global colour scheme by changing only one value, instead of everywhere in the CSS file.

File: base.css

:root {
    --my-blue-green: #219EBC;
    --my-prussian-blue: #023047;
    --my-ut-oragne: #FB8500;
    --my-font-serif: "Noto serif", Arial, serif;
}

Additionally I've adapted the bootstrap variables to match the colour scheme. This was done according to a blogpost by bootstrap.

File: custom_bootstrap.css

:root,
[data-bs-theme=light] {

  /* Custom Styles */
  --bs-black: #0f0f0f;

  --bs-light: #f2f2f2;
  --bs-light-rgb: 242, 242, 242;

  --bs-body-bg: #fff;
  --bs-body-bg-rgb: 255, 255, 255;

  --bs-primary: #FFB703;
  --bs-primary-rgb: 255, 183, 3;
  --bs-primary-shaded: #FFC533;

  --bs-secondary: #8ecae6;
  --bs-secondary-rgb: 142, 202, 230;
  --bs-secondary-shaded: #ABD8ED;

  --bs-dark: #023047;
  --bs-dark-rgb: 2, 48, 71;
  --bs-dark-shaded: #034363;

  --bs-btn-light: #C3EAFD;
  --bs-btn-light-rgb: 195, 234, 253;
  --bs-btn-light-shaded: #9CDCFC;

  --bs-success: #198754;
  --bs-success-rgb: 25, 135, 84;
  --bs-success-shaded: #2CAE6A;

  --bs-border-style: none;
  --bs-border-radius: 1.125rem;
  --bs-border-radius-lg: 2rem;

  --bs-font-sans-serif: "Noto Sans", "Liberation Sans", Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji";

  ...
}

Typography

User Stories

The user stories are based on the user personas (To be found at the bottom of the document under Design Thinking Process) and the features of the app.

Each user story is followed by a set of acceptance criteria that must be met for the story to be considered complete.

[!IMPORTANT] Make sure to also check out the User Story Map on GitHub Projects which was used extensively during the development process. It provides a more visual representation of the user stories and shows them grouped by epic along with their priority and status. screenshot

Click To expand User Stories from within the README.md ### Viewing and navigation | User Story | Acceptance Criteria | | --- | --- | | As a **first time visitor**, I want to be able to understand the purpose of the site so that I can decide if I want to sign up. | 1. The homepage should clearly explain the purpose of the site.
2. The homepage should have a call-to-action button to sign up. | | As a **student**, I want to be able to view a list of tutors so that I can choose the best tutor for my needs. | 1. The site should have a page that lists all available tutors.
2. Each tutor should have at least their profile picture, name, and hourly rate displayed.
3. There should be obvious "book trial lesson" CTA Buttons. | | _NOT MVP (not part of the **M**inimu **V**iable **P**roduct):_ As a **student**, I want to be able to like and save tutors so that I can easily find them later. | | ### Searching, filtering, and sorting | User Story | Acceptance Criteria | | --- | --- | | As a **student**, I want to be able to filter tutors based on teaching experience and ratings so that I can choose a highly qualified tutor. | 1. The site should have a filter option to select tutors based on preference tags.
2. The site should have a filter option to select tutors based taught subjects. | | As a **student**, I want to be able to sort tutors based on hourly rates and ratings so that I can find an affordable and highly rated tutor. | 1. The site should have a sorting option to sort tutors based on hourly rates.
2. The site should have a sorting option to sort tutors based on ratings. | | As a **student**, I want to be able to search for tutors based on their name, description, subject expertise, and teaching values so that I can find a tutor that closely aligns with my needs. | 1. The search bar should have the ability to search for tutors by their name.
2. The search bar should have the ability to search for tutors based on their description.
3. The search bar should have the ability to search for tutors based on their subject expertise.
4. The search bar should have the ability to search for tutors based on their teaching values. Those Values should be implemented using Tags the tutors can pick from. (limited amount of picks to ensure diversity) | ### Registration and user Accounts | User Story | Acceptance Criteria | | --- | --- | | As a **user**, I want to be able to create either a student or tutor account so that I can access the platform. | 1. The platform should provide an option to create a student or tutor account. | | As a **user**, I want to be able to log in and log out of my account so that I can access my profile and bookings. | 1. The platform should have a login functionality.
2. The platform should have a logout functionality. | | As a **user**, I want to be able to reset my password in case I forget it so that I can regain access to my account. | 1. The platform should provide a password reset option. | | As a **user**, I want to receive a confirmation email after registering so that I can verify my account. | 1. The platform should send a confirmation email upon successful registration.
2. The email should enable account email verification | | As a **student**, I want to be able to see my booking history, upcoming lessons, payment details, and my liked tutors so that I can manage my account. | 1. The student's account should display booking history.
2. The student's account should display upcoming lessons.
3. The student's account should display payment details.
4. The student's account should display liked tutors. | | As a **tutor**, I want to be able to see my booking history, upcoming lessons, bank details, and my currently booked students so that I can manage my account. | 1. The tutor's account should display booking history.
2. The tutor's account should display upcoming lessons.
3. The tutor's account should display bank details.
4. The tutor's account should display currently booked students. | ### Tutor profiles | User Story | Acceptance Criteria | | --- | --- | | As a **student**, I want to be able to view detailed tutor profiles so that I can learn more about the tutor's experience and teaching values. | 1. Each tutor should have a detailed profile page with at least their name, profile picture, hourly rate, description, and teaching values(implemented using Tags they can pick from).
2. The profile page should also display the tutor's ratings and reviews. | | As a **tutor**, I want to be able to create a detailed tutor profile so that students can learn more about me. | 1. The platform should provide a feature to create a detailed tutor profile.
2. There should be some form of enhanced Text editing tools. | | As a **tutor**, I want to be able to set my availability and hourly rates so that students can book lessons with me. | 1. The tutor should be able to set their availability.
2. The tutor should be able to set their hourly rates. | | As a **tutor**, I want to be able to receive booking requests from students so that I can confirm lessons. | 1. The tutor should receive booking requests from students.
2. He should be able to answer to the requests. | | As a **student**, I want to be able to leave a review and rating for a tutor after a lesson so that other students can benefit from my experience. | 1. The student should have the option to leave a review for a tutor after a lesson.
2. The student should have the option to leave a rating for a tutor after a lesson. | ### Booking and scheduling | User Story | Acceptance Criteria | | --- | --- | | As a **student**, I want to be able to schedule regular lessons with a tutor so that I can improve my academic performance. | 1. The student should be able to schedule regular lessons with a tutor. | | As a **student**, I want to be able to pay for lessons online so that I can easily book and confirm lessons. | 1. The student should have the option to pay for lessons online. | | As a **student**, I want to be notified of successful or failed payments so that I can keep track of my bookings. | 1. The student should receive notifications for successful payments.
2. The student should receive notifications for failed payments. | | _NOT MVP:_ As a **student**, I want to be able to book a trial lesson with a tutor so that I can see if the tutor is a good fit for me. | ### Admin | User Story | Acceptance Criteria | | --- | --- | | As an **admin**, I want to be able to add, edit, and delete tutors so that I can manage the platform. | 1. The admin should have the ability to add tutors.
2. The admin should have the ability to edit tutors.
3. The admin should have the ability to delete tutors. | | As an **admin**, I want to be able to view and manage user accounts so that I can ensure the security of the platform. | 1. The admin should have the ability to view user accounts.
2. The admin should have the ability to manage user accounts. | | As a **Site Owner**, I want the site to Employ Search Engine Optimisation (SEO) techniques to improve audience reach. (Compare LO3 in Code Institute Project Requirements) | 1. The site should employ SEO techniques to improve audience reach. | | _NOT MVP:_ As an **admin**, I want to be able to view and manage bookings and payments so that I can ensure the smooth operation of the platform. | ### Marketing and Business Strategy | User Story | Acceptance Criteria | | --- | --- | | As a **Site Owner**, I want to have a Facebook Business Page to promote the site and attract more users. (Compare LO5 in Code Institute Project Requirements) | 1. The Site Owner should have a Facebook Business Page to promote the site. | | As a **Site Owner**, I want to provide a Newsletter to keep site visitors informed about new features and updates. (Compare LO5 in Code Institute Project Requirements) | 1. The Site Owner should provide a Newsletter to keep site visitors informed. | | As a **Site Owner**, I want to have a documentation of the ecommerce business model. (Compare LO6 in Code Institute Project Requirements) | 1. The Site Owner should have documentation of the ecommerce business model. |

Wireframes

To follow best practice, wireframes were developed for mobile, tablet, and desktop sizes. I've used draw.io to design my site wireframes.

View the original draw.io file of the wireframes. (click on the "Open with" button and select "draw.io")

Click to expand wireframes | Page | Wireframe | | --- | --- | | Landing Page | ![screenshot](documentation/wireframe-landing.png) | | Tutor List | ![screenshot](documentation/wireframe-tutor-list.png) | | Tutor Detail | ![screenshot](documentation/wireframe-tutor-detail.png) | | Schedule / Payment Success | ![screenshot](documentation/wireframe-schedule-success.png) | | Payment (Checkout) | ![screenshot](documentation/wireframe-payments.png) | | Student Dashboard | ![screenshot](documentation/wireframe-student-dashboard.png) | | Tutor Dashboard | ![screenshot](documentation/wireframe-tutor-dashboard.png) | | FAQ | ![screenshot](documentation/wireframe-faq.png) | | About | ![screenshot](documentation/wireframe-about.png) | | Calendly Information | ![screenshot](documentation/wireframe-calendly.png) |

Features

Inviting landing Page

When first visiting the site, users are greeted with a clean, modern and inviting landing page. It includes a hero section with an image and a CTA Button. Further down the page, users will find an interactive section with a couple of different options to get started searching for a tutor.

The interactive Section is designed using a bento box layout, which is a modern and engaging way to present information. It allows users to quickly get an overview of the site's features and benefits.

The landing page is designed to be simple and user-friendly, providing a quick overview of the site's purpose and functionality. It encourages users to explore the site further and get started with their learning journey.

screenshot

⤴️ Screenshot of the landing page

screenshot

⤴️ Screenshot of the Bento Box Layout

relevant project files: index.html

Navigation Bar with the most important links

The navigation bar is fixed at the top of the page, ensuring easy access to the most important links. It includes the text-logo (which is a link to the homepage), a CTA Button-Link to the Tutor List, the the dashboard and login/register. The Dashboard Link is hidden to logged out users and the login/register links are hidden to logged in users and will show them a logout link instead.

The Navigation bar also shows an "Admin" link to users that are flagged as "Staff" in the Django Admin Panel.

The navigation bar is designed to be simple and intuitive, providing quick access to the site's main features. It is responsive and collapses into a hamburger menu on smaller screens using the Bootstrap framework.

screenshot

⤴️ Screenshot of the navigation bar

Some custom Javascript code was used to change the navigation bar's opacity once scrolling down the page. This was done to make the hero section of the landing page cleaner and more focused.

relevant project files: base.html, index.js

Footer with Site Links, Social Media Links and a Mailchimp Signup Form

The footer includes Links to the Home, FAQs and About pages. It also includes links to the site's social media profiles (Facebook, Instagram, Github). Additionally, there is a Mailchimp Signup Form to allow users to subscribe to the site's newsletter.

The footer is designed to be simple and informative, providing users with quick access to important site links and social media profiles. It is responsive and collapses into a single column on smaller screens using the Bootstrap framework.

screenshot

⤴️ Screenshot of the footer

relevant project files: base.html

About Page

The About page provides a brief overview of the site's purpose and the creator. The content of the About page can by dynamically changed by the site owner in the Django Admin Panel. For this, the Site owner Account needs to be added to the "Site Owner Admin" Authentication Group.

The About page is designed to be informative, providing users with background information. It helps to establish trust and credibility with users, ensuring they feel comfortable using the site.

screenshot

⤴️ Screenshot of the about page

relevant project files: about.html

FAQ Page

The FAQ page provides answers to common questions users may have about the site. The content of the FAQ page can be dynamically changed by a Staff member in the Django Admin Panel. For this, the Staff Account needs to be added to the "Customer Service Admin" Authentication Group.

The FAQ page is designed using bootstraps accordion component, which allows users to easily find the information they are looking for. It helps to reduce the number of support requests and ensures users have a positive experience on the site.

screenshot

⤴️ Screenshot of the FAQ page

relevant project files: faq.html

Tutor List Page and Search Functionality

The Tutor List page displays a list of all available tutors. Each tutor is displayed in a card format, showing their profile picture, name, hourly rate, and a brief description. The cards are designed to be visually appealing and informative, helping users quickly find a tutor that meets their needs. Most importantly the cards have a visible CTA Button to book a lesson with the tutor.

At the top of the Tutor List page, users can filter tutors based on their subjects and teaching values - or they can search for a specific tutor by name, catch phrase or description using the search bar. Search results can be sorted using the simplified sorting options below the search box.

The Tutor List page is designed to be user-friendly and interactive, providing users with the tools they need to find the perfect tutor. It helps users quickly narrow down their search and make an informed decision.

screenshot

⤴️ Screenshot of the tutor list page

relevant project files: tutor_list.html

Tutor Detail Page

The Tutor Detail page provides a detailed profile of a specific tutor. It includes the tutor's profile picture, name, hourly rate, description, teaching values, and ratings. Additionally, users can see the tutor's availability and book a lesson with them. Lastly the tutor's reviews are displayed at the bottom of the page.

The Tutor Detail page is designed to be informative and engaging, providing users with all the information they need to make an informed decision. It helps users learn more about a tutor and decide if they are the right fit for their needs.

screenshot

⤴️ Screenshot of the tutor detail page

relevant project files: tutor_detail.html

Tutor reviews

The Tutor reviews are displayed on the tutor detail page. They include the student's name, the review text, and the star rating. Above the reviews, the average rating of the tutor is displayed including a bar chart that visualizes the distribution of the ratings.

The reviews are designed to be informative and engaging, providing users with feedback from other students. They help users make an informed decision and build trust with the tutor.

screenshot

⤴️ Screenshot of the tutor reviews

relevant project files: tutor_detail.html

Calendly Scheduling Integration

The Calendly Scheduling Integration allows users to schedule lessons with tutors directly from the Tutor Detail page. The Calendly widget is embedded on the page and displays the tutor's availability. Users can select a date and time that works for them and book a lesson with the tutor.

The Calendly Scheduling Integration is implemented using the Calendly API v2 and OAuth2.0. A tutor can connect their Calendly account to the site in their tutor dashboard. Once connected, the tutor's availability and the status of any lesson is automatically synced with the site, ensuring users can book and cancel lessons at their convenience. The calendly webhooks were not used, as they are a paid feature - therefore any changes to events on the calendly site are not automatically reflected on Gipfel Tutor.

Upon booking a lesson, the user receives a confirmation email from Calendly and is redirected to a success page on the site. The tutor also receives a notification email from Calendly and can manage the lesson from their Dashboard.

screenshot

⤴️ Screenshot of the Calendly Scheduling Integration

screenshot

⤴️ Screenshot of the Calendly Success Page

relevant project files: tutor_detail.html, tutor_detail.js

All Calendly OAuth2.0 related code is stored in the calendly app and can be reused in other projects. The main functionality is handling the refresh token and the access token used by the Calendly API.

Payments with Stripe

The Payments with Stripe feature allows users to pay for lessons online. Users can choose, when they want to pay for the lessons that they have booked. If they choose to go to the payment page either from their dashboard or from the tutor detail page, they will be redirected to the payment page. There they will see a list of all their upcoming lessons and the total amount they have to pay. They can then enter their credit card details and pay for the lessons. If they are signed in using their google account that has Google Pay set up, they can also use the Google Pay feature.

The Payments with Stripe feature is implemented using Custom payment flow documented by Stripe and includes webhook hadnling to ensure the payment status is updated in the site's database.

Once a users payment is successful, they are redirected to a success page on the site. An email is sent to the user confirming the payment and the payment is displayed in the user's dashboard.

screenshot

⤴️ Screenshot of the Payments with Stripe feature

screenshot

⤴️ Screenshot of the Payment Success Page

relevant project files: payment.html, payment.js

User Authentication with Allauth (including Socialaccount Login)

The User Authentication with Allauth feature allows users to create an account, log in, log out, reset their password and manage their account email. The feature is implemented using the Django Allauth package and includes email verification to ensure the security of user accounts. Additionally, the feature includes social media login using Google.

The socical media login feature comes in very handy in combination with Calendly and Stripe. For Calendly it allows a more seamless integration of the scheduling feature for tutors and for Stripe it allows Google Pay to be used as a payment method.

The Project is running Allauth Version: 0.63.3. This means that it is very convenient to adapt the templates which are heavily reliant on django template tags. Basically all Styling could be achieved by only changing one template file:

file: templates/account/allauth/base.html

{% extends 'base.html' %}
{% block page_header %}
  {{ block.super }}
  # Wrapping the block Content in a card by adding the wrapping
  # divs to the page_header and post_content blocks
  <div class="container navbar-margin mb-5">
    <div class="row justify-content-center mt-3">
      <div class="col col-lg-5">
        <div class="card mt-2 auth-card">
          <div class="card-body p-5">
          {% endblock page_header %}
          {% block post_content %}
          </div>
        </div>
      </div>
    </div>
  </div>
{% endblock post_content %}

All other templates are extending this base.html file and only need to adapt their content block tag to add their form or content to the card above.

The google login Button was styled using the Google Sign-In Branding Guidelines

screenshot

⤴️ Screenshot of the User Authentication with Allauth feature

screenshot

⤴️ Screenshot of the Google Login confirm Screen

The Django Allauth package provides more templates that are not all documented here, but they are working on the site.

relevant project files: base.html, login.html, signup.html, password_reset.html, email.html, allauth/base.html

User Dashboard

The user Dashboard provides users with an overview of their account. It includes a list of upcoming lessons, booking history, and payment history. Additionally, users can manage their account email and password. Unpaid lessons are displayed with an additional "Pay Now" Button. Lessons can also be canceled from the dashboard. Lastly, the dashboard includes a button that lets the user sign up as a tutor.

The user Dashboard is designed to be informative and user-friendly, providing users with all the information they need to manage their account. It helps users keep track of their lessons and payments and ensures they have a positive experience on the site.

screenshot

⤴️ Screenshot of the Student Dashboard

relevant project files: student_dashboard.html

Tutor Account Creation

The Tutor Account Creation feature allows users to sign up as a tutor and create a detailed tutor profile. The feature includes a custom form that collects information about the tutor's hourly rate, availability, and teaching values. The tutor can also upload a profile picture and write a description of themselves. Additionally, the tutor can connect their Calendly account to the site.

The Tutor Account Creation feature is designed to be user-friendly and informative, providing tutors with all the tools they need to create a detailed profile. It helps tutors attract students and ensures they have a positive experience on the site.

screenshot

⤴️ Screenshot of the Tutor Account Creation feature

relevant project files: add_tutor.html

Tutor Dashboard

The Tutor Dashboard provides tutors with an overview of their account. It includes a list of upcoming lessons, lessons that are waiting for confirmation, and an overview over all their students and upcoming lessons with them. Additionally, tutors can manage their account email, password and tutor profile. On the tutor dashboard, tutors can also connect their Calendly account to the site. At the bottom they have the option to delete their tutor profile.

If a tutor hasn't provided all necessary information to be displayed on the site yet - especially their calendly account, they will see a warning message at the top of the page informing them that their account will not be displayed on the site until they have provided the necessary information.

The Tutor Dashboard is designed to be informative and user-friendly, providing tutors with all the information they need to manage their account. It helps tutors keep track of their lessons and students and ensures they have a positive experience on the site.

screenshot

⤴️ Screenshot of the Tutor Dashboard

screenshot

⤴️ Screenshot of the Connect Calendly process

relevant project files: tutor_dashboard.html

Tutor Card and Lesson list item include blocks

The Tutor Card and the Lesson list item are used on the Tutor List page, the Tutor Detail page and the Tutor Dashboard. They are designed to be visually appealing and informative, providing users with all the information they need to make an informed decision. They are accessed in the django templates using the include tag. Using the with keyword, the context of the include block can be changed to display different information depending on the session user and the context on the page.

The lesson list item is used to display a single lesson as an item of a list and is used in the Tutor Detail view and the Student and Tutor Dashboards. It can be accessed using the include tag in the django templates as well and has similar customization options using the with keyword.

Example call to the tutor card include block:

file: tutor_dashboard.html

{% include "tutor_market/includes/tutor_card.html" with page="tutor_detail" %}

screenshot

⤴️ Screenshot of the Tutor Card

screenshot

⤴️ Screenshot of a Lesson List

relevant project files: tutor_card.html, lesson_list_item.html

Admin Panel

The Django Admin Panel is used to manage the site's content and users. It provides an easy-to-use interface for site owners and staff members. Logged in users of the site can be flagged as "Staff" and added to a specific Authentication Group to access the Admin Panel with permissions appropriate to their role. The following Groups are avaliable in the Admin Panel:

These Permissions should allow staff members to manage the site effectively, provide customer support, and ensure the security of user accounts.

screenshot

⤴️ Screenshot of the Admin Panel

relevant project files: allauth_groups_fixture.json

Mailchimp Newsletter form

In the footer of the site, users can subscribe to the site's newsletter using the Mailchimp Newsletter form. The form is designed to be simple and user-friendly, providing users with an easy way to stay informed about new features and updates. The form is implemented using a generated template from the Mailchimp website. The design is adapted to fit the site's color scheme and branding but still sticks out as a Mailchimp form, sticking to the Mailchimp Branding Guidelines.

Mailchimp provides security and validation features out of the box.

Emails are collected using the site owners Mailchimp account. Momentarily, no emails are sent out to the subscribers, but this feature is planned for a future update.

screenshot

⤴️ Screenshot of the Mailchimp Newsletter form

relevant project files: base.html

Django messages

Django messages are used to provide feedback to users after they perform an action on the site. Messages are displayed at the bottom left of the screen. They are used to inform users about successful actions, errors, and warnings. The messages are designed to be simple and informative, providing users with feedback about their actions. Users can dismiss the messages by clicking the close button.

screenshot

⤴️ Screenshot of the Django messages

relevant project files: base.html

Custom 404 and 500 error pages

Custom 404 and 500 error pages are used to provide users with a better experience when they encounter an error on the site. The pages include a brief message explaining the error and a link to the homepage. The pages are designed to be simple and user-friendly, providing users with a quick way to get back to the site's main content.

screenshot

⤴️ Screenshot of the Custom 404 error page

screenshot

⤴️ Screenshot of the Custom 500 error page

relevant project files: 404.html, 500.html

Responsive Design

The site is designed to be responsive and work on all devices. It includes breakpoints for mobile, tablet, and desktop sizes. The site is designed using the Bootstrap framework, which provides a responsive grid system and components. The site is tested on multiple devices and browsers to ensure compatibility.

The responsive design ensures users have a positive experience on the site. Especially mobile users can easily navigate the site and access all features as mobile users are the expected main user group.

screenshot

⤴️ Screenshot of the responsive design

relevant project files: All template files.

Future Features

Many features were planned for the site but could not be implemented due to time constraints. Some of the planned features include:

[!NOTE] Make sure to have a look at the User Story Map to see smaller additions and quality of life improvements that are planned for the site. Just have a look at the "Should Have" and "Could Have" Columns.

Tools & Technologies Used

User Journey Flowchart

Below is a flowchart that outlines the user journey on the site. It shows the different paths a user can take and the actions they can perform. One focus of the site is to provide as much access to users that aren't logged in yet as possible. Users can view all tutors and their profiles without being logged in. They only need to log in or sign up once they want to book a lesson.

flowchart link

flowchart

⤴️ Flowchart of the User Journey

Database Design

A relational database was used for this project. The database schema was designed using dbdiagram.io before development began. The schema was then implemented using Django's built-in ORM. Throughout the development process, the schema was adjusted and updated as needed. The initial and the final version of the schema can be found below.

Initial ERD

At the core of the Database is the Tutormodel which represents a tutor and saves all the information about them. The Tutor model has relationships to students via the TutoringSession model which represents a single lesson. Payments are linked to a groupf of TutoringSessions and are represented by the Payment model. Further models and relationships can be seen in the ERD below.

dbdiagram link

screenshot

⤴️ the initial ERD

Below is the ORM code that was used for the Tutor model:

file: models.py

class Tutor(models.Model):
    user = models.OneToOneField('auth.User', on_delete=models.CASCADE, related_name='tutor')
    display_name = models.CharField(max_length=200)
    subjects = models.ManyToManyField('Subject', related_name='tutors')
    # -> Credit for decimal fields: https://docs.djangoproject.com/en/5.0/ref/models/fields/#decimalfield  # noqa
    hourly_rate = models.DecimalField(max_digits=6, decimal_places=2)
    catch_phrase = models.CharField(max_length=200, default='Tutoring with a smile!')
    description = models.TextField()
    profile_image = models.ImageField(upload_to='tutor_images', null=True, blank=True)
    values = models.ManyToManyField('Value', related_name='tutors')
    iban = models.CharField(max_length=34, null=True, blank=True)
    calendly_event_url = models.URLField(null=True, blank=True)
    calendly_personal_token = models.CharField(max_length=600, null=True, blank=True)

    calendly_access_token = models.CharField(max_length=600, null=True, blank=True)
    calendly_refresh_token = models.CharField(max_length=600, null=True, blank=True)
    calendly_token_expires_at = models.DateTimeField(null=True, blank=True)

    profile_status = models.BooleanField(default=False)

    def average_rating(self):
        """
        Returns the average rating of the tutor from all related Rating
        objects.
        """
        return Rating.objects.filter(tutor=self).aggregate(Avg('score'))

    def __str__(self):
        return self.display_name

    class Meta:
        ordering = ['display_name']

Final ERD

I have used pygraphviz and django-extensions to auto-generate an ERD.

The steps taken were as follows:

Note that the Student model was dropped in the final version of the site. The User model is used directly instead to represent students.

erd

⤴️ the final ERD

source for django ERD generation: medium.com

Agile Development Process

GitHub Projects

GitHub Projects served as an Agile tool for this project. It isn't a specialized tool, but with the right tags and project creation/issue assignments, it can be made to work.

Through it, user stories, issues, and milestone tasks were planned, then tracked on a weekly basis using the basic Kanban board.

User stories are grouped by Epic and MoSCoW priority. The epics were determined before development began as part of the design process. Epics are represented as milestones in the GitHub Project while MoSCoW priorites are represented in a custom project field.

In depth information about the conception of the idea for the site and the User Stories can be found under the Design Thinking Progress section at the bottom of this file.

Throughout the development process, user stories were reevaluated after each iteration and adjusted accordingly. Many tasks were created based off of each User story. These tasks were mainly organized in a Kanban Board within the same GitHub Project.

All in all the User Story Map was of immense help to plan in between iterations and the Kanban Board served as a progress measuring tool while in the middle of a sprint.

[!NOTE] The User Story Map is frozen at the end of the last iteration. All user stories that are marked as could-have or should-have will be moved to the next iteration and reevaluated. The User Story Map is frozen like this to demonstrate what the Board would look like throughout the development process.

screenshot

⤴️ Screenshot of the User Story Map

screenshot

⤴️ Screenshot of the Kanban Board

MoSCoW Prioritization

I've decomposed my Epics into stories prior to prioritizing and implementing them. Using this approach, I was able to apply the MoSCow prioritization as custom project fields to my user stories within the project settings on GitHub.

GitHub Issues

GitHub Issues served as an another Agile tool.

Github issues was mainly used to track bugs and smaller feature requests. They also contain the user stories which means that filtering is key to keep an overview over the issues.

screenshot

⤴️ Screenshot of the open issues (this screenshot shows open issues of an earlier date to showcase the structure of the issues throughout development. The actual list of currently open issues can be found by following the link above.)

screenshot

⤴️ Screenshot of the closed issues (the same note as above applies here as well.)

User Story Templates

I've used my own User Story Templates to manage user stories. They can be found in the .github/ISSUE_TEMPLATE folder.

The templates are as follows:

Below is the User Story Template as an example:

file: .github/ISSUE_TEMPLATE/user-story.md

---
name: User Story
about: Generate a new user story issue
title: 'USER STORY: title'
labels: enhancement, must-have, user-story
assignees: benschaf

---

As a **role** I can **capability** so that **received benefit**

**Acceptance Criteria**
- Acceptance criteria 1

- Acceptance criteria 2

- Acceptance criteria 3

Add todo items as needed by commenting on this issue.

Ecommerce Business Model

Below is an overview of the business model for the site. It includes information about the site's target audience, the service it provides, and how it generates revenue.

WHO This site acts as a platform for students to find tutors and book lessons with them. It therefore follows a Business to Customer model.

WHAT The site focuses on providing the service of connecting students with tutors. It also simplifies the process of booking lessons for tutors and handles the payment collection process for them. The site would take a commission from the tutor's earnings as a fee for providing the service.

HOW Payment transactions are individual as opposed to a subscription model. Users can choose to pay for lessons as they book them or pay for multiple lessons at once. The site uses the Stripe API to handle payments securely.

The site is still in its early development stages, although it already has a newsletter, and links for social media marketing. The Facebook page is already set up and linked to the site.

Social media can potentially build a community of users around the business, and boost site visitor numbers, especially when using larger platforms such a Facebook.

A newsletter list can be used by the business to send regular messages to site users. For example a welcome message, notifications of new tutors, and reminders of upcoming lessons, updates to business hours, notifications of events, and much more!

Business and Costumer Goals

The business goals of the app are to provide a platform where students can find tutors for their specific needs and preferences. The app aims to set itself apart from other tutoring platforms by providing a better matching system that leverages detailed tutor profiles, ratings, and reviews. The app also aims to provide a seamless user experience for both students and tutors, with features such as detailed tutor profiles, booking requests, and online payments.

Search Engine Optimization (SEO) & Social Media Marketing

Keywords

I've identified some appropriate keywords to align with my site, that should help users when searching online to find my page easily from a search engine. This included a series of the following keyword types. I've also included some that I've decided to exclude during the process.

Check out this commit to see how the keywords were implemented along with semantic HTML tags.

The keywords marked as "(too generic)" are too authoritative and would be difficult to rank for.

I also played around with Word Tracker a bit to check the frequency of some of my site's primary keywords (only until the free trial expired).

Sitemap

I've used XML-Sitemaps to generate a sitemap.xml file. This was generated using my deployed site URL: https://gipfel-tutor-768a610dc54f.herokuapp.com

After it finished crawling the entire site, it created a sitemap.xml which I've downloaded and included in the repository.

Robots

I've created the robots.txt file at the root-level. Inside, I've included the default settings:

User-agent: *
Disallow:
Sitemap: https://gipfel-tutor-768a610dc54f.herokuapp.com/sitemap.xml

Further links for future implementation:

Social Media Marketing

Creating a strong social base (with participation) and linking that to the business site can help drive sales. Using more popular providers with a wider user base, such as Facebook, typically maximizes site views.

I've created a facebook business page for the site, and linked it to the site's footer.

Facebook Business Page

Facebook Business Page

compare feature: Facebook Business Page

Newsletter Marketing

I have incorporate a newsletter sign-up form on my application, to allow users to supply their email address if they are interested in learning more.

The newsletter form is located in the footer of the site and is linked to a Mailchimp account.

compare feature: Mailchimp Newsletter form

Testing

[!NOTE] For all testing, please refer to the TESTING.md file.

Deployment

The live deployed application can be found deployed on Heroku.

PostgreSQL Database

This project uses a Code Institute PostgreSQL Database.

To obtain my own Postgres Database from Code Institute, I followed these steps:

[!CAUTION]

  • PostgreSQL databases by Code Institute are only available to CI Students.
  • You must acquire your own PostgreSQL database through some other method if you plan to clone/fork this repository.
  • Code Institute students are allowed a maximum of 8 databases.
  • Databases are subject to deletion after 18 months.

Amazon AWS

This project uses AWS to store media and static files online, due to the fact that Heroku doesn't persist this type of data.

Once you've created an AWS account and logged-in, follow these series of steps to get your project connected. Make sure you're on the AWS Management Console page.

S3 Bucket

IAM

Back on the AWS Services Menu, search for and open IAM (Identity and Access Management). Once on the IAM page, follow these steps:

Final AWS Setup

Stripe API

This project uses Stripe to handle the ecommerce payments.

Once you've created a Stripe account and logged-in, follow these series of steps to get your project connected.

As a backup, in case users prematurely close the purchase-order page during payment, we can include Stripe Webhooks.

Gmail API

This project uses Gmail to handle sending emails to users for account verification and purchase order confirmations.

Once you've created a Gmail (Google) account and logged-in, follow these series of steps to get your project connected.

Calendly API

This project uses Calendly to handle the scheduling of tutoring sessions.

Once you've created a Calendly developer account and logged-in, follow these series of steps to get your project connected.

Google Social Login

This project uses Google to handle the social login feature.

Once you've created a Google account and logged-in, follow these series of steps to get your project connected.

INSTALLED_APPS = [
    # ...
    "django.contrib.sites",
    "allauth",
    "allauth.account",
    "allauth.socialaccount",
    "allauth.socialaccount.providers.google",
    # ...
]

SITE_ID = 1

# -> Credit for retrieving the email address: https://github.com/pennersr/django-allauth/issues/330  # noqa
SOCIALACCOUNT_PROVIDERS = {
    "google": {
        "SCOPE": [
            "profile",
            "email",
        ],
        "AUTH_PARAMS": {
            "access_type": "online",
        },
    }
}

SOCIALACCOUNT_ENABLED = True

[!TIP] For troubleshooting, refer to the Allauth Socialaccount Documentation.

Heroku Deployment

This project uses Heroku, a platform as a service (PaaS) that enables developers to build, run, and operate applications entirely in the cloud.

Deployment steps are as follows, after account setup:

[!IMPORTANT] This is a sample only; you would replace the values with your own if cloning/forking my repository.

Key Value
AWS_ACCESS_KEY_ID user's own value
AWS_SECRET_ACCESS_KEY user's own value
DATABASE_URL user's own value
DISABLE_COLLECTSTATIC 1 (this is temporary, and can be removed for the final deployment)
EMAIL_HOST_PASS user's own value
EMAIL_HOST_USER user's own value
SECRET_KEY user's own value
STRIPE_PUBLIC_KEY user's own value
STRIPE_SECRET_KEY user's own value
STRIPE_WEBHOOK_SECRET user's own value
USE_AWS True
CALENDLY_DEV_CLIENT_ID user's own value
CALENDLY_DEV_CLIENT_SECRET user's own value
CALENDLY_DEV_REDIRECT_URI user's own value
CALENDLY_PROD_CLIENT_ID user's own value
CALENDLY_PROD_CLIENT_SECRET user's own value
CALENDLY_PROD_REDIRECT_URI user's own value
GOOGLE_CLIENT_ID user's own value
GOOGLE_CLIENT_SECRET user's own value

Heroku needs three additional files in order to deploy properly.

You can install this project's requirements (where applicable) using:

If you have your own packages that have been installed, then the requirements file needs updated using:

After you have your requirements file set up, you need to add the cryptography==36.0.0 package to the requirements file manually by pasting the line cryptography==36.0.0 at the end of the file.

The Procfile can be created with the following command:

The runtime.txt file needs to know which Python version you're using:

  1. type: python3 --version in the terminal.
  2. in the runtime.txt file, add your Python version:
    • python-3.9.19

For Heroku deployment, follow these steps to connect your own GitHub repository to the newly created app:

Either:

Or:

The project should now be connected and deployed to Heroku!

Local Deployment

This project can be cloned or forked in order to make a local copy on your own system.

For either method, you will need to install any applicable packages found within the requirements.txt file.

You will need to create a new file called env.py at the root-level, and include the same environment variables listed above from the Heroku deployment steps.

[!IMPORTANT] This is a sample only; you would replace the values with your own if cloning/forking my repository.

Sample env.py file:

import os

os.environ.setdefault('DEVELOPMENT', 'True') # only include in local environment!
os.environ['DEBUG'] = 'True' # only include in local environment!

os.environ['SECRET_KEY'] = 'users own value'

os.environ.setdefault('DATABASE_URL', 'users own value')

os.environ.setdefault('EMAIL_HOST_PASS', 'users own value')
os.environ.setdefault('EMAIL_HOST_USER', 'users own value')

# AWS is disabled by default, but can be enabled by setting USE_AWS to True
# The displaying of tutor profile images will not work even with AWS enabled
# as explained in "Local VS Deployment".

# os.environ.setdefault('USE_AWS', 'True')
os.environ.setdefault('AWS_ACCESS_KEY', 'users own value')
os.environ.setdefault('AWS_SECRET_ACCESS_KEY' ,'users own value')

os.environ.setdefault('STRIPE_PUBLIC_KEY', 'users own value')
os.environ.setdefault('STRIPE_SECRET_KEY', 'users own value')
os.environ.setdefault('STRIPE_WEBHOOK_SECRET', 'users own value')

os.environ.setdefault('CALENDLY_DEV_CLIENT_ID', 'users own value')
os.environ.setdefault('CALENDLY_DEV_CLIENT_SECRET', 'users own value')
os.environ.setdefault('CALENDLY_DEV_REDIRECT_URI', 'http://localhost:8000/calendly/auth/')
os.environ.setdefault('CALENDLY_PROD_CLIENT_ID', 'users own value')
os.environ.setdefault('CALENDLY_PROD_CLIENT_SECRET', 'users own value')
os.environ.setdefault('CALENDLY_PROD_REDIRECT_URI', '< your deployed site url >/calendly/auth/')

os.environ.setdefault('GOOGLE_CLIENT_ID', 'users own value')
os.environ.setdefault('GOOGLE_CLIENT_SECRET', 'users own value')

Once the project is cloned or forked, in order to run it locally, you'll need to follow these steps:

If you'd like to backup your database models, use the following command for each model you'd like to create a fixture for:

Cloning

You can clone the repository by following these steps:

  1. Go to the GitHub repository
  2. Locate the Code button above the list of files and click it
  3. Select if you prefer to clone using HTTPS, SSH, or GitHub CLI and click the copy button to copy the URL to your clipboard
  4. Open Git Bash or Terminal
  5. Change the current working directory to the one where you want the cloned directory
  6. In your IDE Terminal, type the following command to clone my repository:
    • git clone https://github.com/benschaf/gipfel-tutor.git
  7. Press Enter to create your local clone.

Alternatively, if using Gitpod, you can click below to create your own workspace using this repository.

Open in Gitpod

Please note that in order to directly open the project in Gitpod, you need to have the browser extension installed. A tutorial on how to do that can be found here.

Forking

By forking the GitHub Repository, we make a copy of the original repository on our GitHub account to view and/or make changes without affecting the original owner's repository. You can fork this repository by using the following steps:

  1. Log in to GitHub and locate the GitHub Repository
  2. At the top of the Repository (not top of page) just above the "Settings" Button on the menu, locate the "Fork" Button.
  3. Once clicked, you should now have a copy of the original repository in your own GitHub account!

Local VS Deployment

Credits

Content

All the Credits and hyperlinks can be found in the respective files on the indicated lines.

Note that the list of credits below is automatically generated from the project files using the copy-credits.py script. The script was written by me, with much help from the Microsoft Edge Copilot. File Notes Source
models.py: Line 18 model.SET_NULL stackoverflow.com
views.py: Line 314 Stripe integration stripe.com
views.py: Line 328 quantize docs.python.org
views.py: Line 369 Decimal conversion stackoverflow.com
webhook_handler.py: Line 6 the webhook handler class goes to Code Institute Tutorials github.com
webhooks.py: Line 10 the webhook handling docs.stripe.com
payment_create.js: Line 10 setting form values www.w3schools.com
views.py: Line 33 base64 encodeing www.geeksforgeeks.org
index.js: Line 24 the aria-expanded attribute check getbootstrap.com
index.html: Line 3 adaptable page header github.com
index.html: Line 40 CSS Grid (generation) cssgrid-generator.netlify.app
settings.py: Line 85 retrieving the email address github.com
base.css: Line 88 Gradient text cssgradient.io
base.html: Line 30 favicon fontawesome.com
base.html: Line 69 admin url name forum.djangoproject.com
base.html: Line 145 capfirst filter docs.djangoproject.com
base.html: Line 167 footer adapted from bootstrap getbootstrap.com
average_rating.html: Line 2 floatformat template filter docs.djangoproject.com
provider_list.html: Line 17 google sign in button developers.google.com
forms.py: Line 15 testing IBAN ibanvalidieren.de
models.py: Line 37 decimal fields docs.djangoproject.com
test_views.py: Line 237 testing for django messages stackoverflow.com
views.py: Line 51 getting values from a list of query parameters docs.djangoproject.com
views.py: Line 55 special add operator stackoverflow.com
views.py: Line 68 returning distinct results docs.djangoproject.com
views.py: Line 78 default value in Avg docs.djangoproject.com
views.py: Line 82 distinct results in annotations docs.djangoproject.com
views.py: Line 205 reversing the order of a dictionary www.geeksforgeeks.org
views.py: Line 365 greater or equal to lookup (gte) docs.djangoproject.com
tutor_detail.js: Line 10 posting a form using javascript stackoverflow.com
tutor_detail.js: Line 17 submitting a form and setting values www.w3schools.com
edit_tutor.html: Line 8 enctype attribute www.geeksforgeeks.org
tutor_dashboard.html: Line 85 slicing the string docs.djangoproject.com
tutor_dashboard.html: Line 104 slicing the string docs.djangoproject.com
tutor_dashboard.html: Line 198 iterating over dictionaries (tuples) forum.djangoproject.com
tutor_detail.html: Line 10 include with www.w3schools.com
tutor_detail.html: Line 20 reviews section github.com
tutor_detail.html: Line 30 bootstrap bars getbootstrap.com
tutor_detail.html: Line 59 crispy forms github.com
tutor_detail.html: Line 101 using Calendly embeds developer.calendly.com
tutor_detail.html: Line 153 sending multiple variables to js docs.djangoproject.com
tutor_list.html: Line 234 bs masonry getbootstrap.com

Additionaly, Chris Beams article "How to Write a Git Commit Message" was used as a guideline for writing commit messages.

Media

Acknowledgements

Design Thinking Process

Empathize

For this stage, I created 4 user personas to represent the different types of users that would interact with the app.

For each persona, I considered their "5 Cs" (circumstances, constraints, context, criteria, and compensating behaviors) related to online tutoring. This helped me understand the needs and motivations of the users.

Target Audience

The target audience for the app is primary and secondary school and gymnasium students in Switzerland (or their parents, especially in the case of primary students). The app is also aimed at university students who are looking to become tutors and earn extra income.

The user personas are:

  1. Lara - A 14 year old student who is struggling with math and needs a tutor to help her understand the concepts better.

  2. Jonas - A 17 year old student who is preparing for his final exams and needs a tutor to help him with exam preparation.

  3. Sophie - The Mother of a 9 year old student who is looking for a tutor to help her child with homework and assignments.

  4. David - A 20 year old university student who is looking to make some extra money by tutoring students in his area of expertise.

5 C's for each persona:

  1. Lara

    • Circumstances - Lara is a secondary school student who is struggling with math. She needs a tutor to help her overcome her fear of math and build confidence in her abilities.
    • Challenges - Lara finds it difficult to grasp complex mathematical concepts and struggles with problem-solving techniques.
    • Context - Lara is looking for a tutor who can provide personalized guidance and support to help her improve her math skills.
    • Criteria - Lara is seeking a tutor who is patient, understanding, and skilled at breaking down complex concepts into simpler terms.
    • Compensating Behaviors - Lara has been relying on online tutorials and videos, but she believes that a dedicated tutor can provide the individual attention she needs to excel in math.

  2. Jonas

    • Circumstances - Jonas is a high school student who is preparing for his final exams. He needs a tutor to help him develop effective study strategies and improve his exam performance.
    • Challenges - Jonas struggles with time management and organizing study materials effectively for his exams.
    • Context - Jonas is looking for a tutor who can provide structured study plans, practice exams, and effective revision techniques. He is also in a hurry to find a tutor as his exams are approaching.
    • Criteria - Jonas is seeking a tutor who is experienced, knowledgeable, and can help him develop effective study habits and exam-taking strategies.
    • Compensating Behaviors - Jonas has been using online study resources, but he believes that a tutor can provide personalized guidance and feedback to help him achieve better results in his exams.

  3. Sophie

    • Circumstances - Sophie is the mother of a 9-year-old student who is struggling with homework and assignments. She needs a tutor to provide additional support and guidance to her child.
    • Challenges - Sophie's child finds it challenging to focus on homework and often gets overwhelmed with complex assignments.
    • Context - Sophie is looking for a tutor who can create a structured learning environment, provide engaging activities, and offer personalized attention to her child's learning needs.
    • Criteria - Sophie is seeking a tutor who is patient, creative, and experienced in teaching young children.
    • Compensating Behaviors - Sophie has been trying to help her child with online resources, but she believes that a tutor can provide the necessary guidance and support to improve her child's academic performance.

  4. David

    • Circumstances - David is a 20-year-old university student who wants to become a tutor to share his expertise and earn extra income.
    • Challenges - David faces difficulties in finding students who are interested in his area of expertise and matching his availability with their schedules.
    • Context - David is looking for a platform that can connect him with students who need help in his specific field of expertise.
    • Criteria - David is seeking a platform that provides a wide reach, efficient scheduling, and a secure payment system for his tutoring services.
    • Compensating Behaviors - David has been exploring online tutoring platforms, but he believes that a dedicated platform can help him find more students and streamline the tutoring process.

Define

Considering all the user Personas, I created a problem statement that would guide the design of the app.

The problem statement is:

"How might we create a platform that connects students with a highly suitable tutor for their specific needs and preferences, within 48 hours."

Ideate

Considering the problem statement and the user personas, I brainstormed ideas for the app. I considered the features that would be most important to the users.

The Features are already sorted by priority although these priorities are subject to change, especially once the user stories are created.

  1. Lara:

    • p1 - Search for tutors based on subject and teaching values.
    • p1 - View detailed tutor profiles with ratings and reviews.
    • p2 - Book a trial lesson with a tutor - so she can see if the tutor is a good fit.

  2. Jonas:

    • p3 - Search for tutors based on subject and experiecne with a specific exam.
    • p2 - Get in contact with a tutor to discuss study plans and exam strategies.
    • p1 - Schedule regular lessons with a tutor to prepare for exams.

  3. Sophie:

    • p1 - Search for tutors based on subject and experience with young children.
    • p1 - View tutor profiles with information on teaching values and activities.
    • p1 - Schedule lessons with a tutor to help her child with homework and assignments.

  4. David:

    • p1 - Create a tutor profile with information on expertise and teaching values.
    • p1 - Set availability and hourly rates for tutoring services.
    • p1 - Receive booking requests from students and confirm lessons.

Prototype

After ideating I created wireframes and content for the prototype of the site which is of course this repository.

Check out the full prototype including wireframes, user stories, and the working site by browsing around the readme and the repository. Also check out the website itself.

Test

The prototype of the site was tested manually and progamatically to ensure that it is working as intended. Testing in the sense of design thinking has not been very extensive yet. This will be done in the future.