search

formulaslug / expense

The #finance team's expense tracking tool
MIT License
3 stars 0 forks source link

Setup onboarding #10

Open alexpriceco opened 7 years ago

alexpriceco commented 7 years ago

A user should be able to click the login button on the homepage, and, if they're new, be sent to an onboarding route.

This route should:

  1. Get a Slack username from the user, and check to make sure that username exists on our team (see issue #12)
  2. Get an address from the user
  3. Get a phone number from the user
  4. Get a full name from the user (maybe default to displayName from Google, and allow the user to approve or update that?)
  5. Get the last 4 digits of a social security number, and explain why that's helpful, but offer a "skip this" option
  6. Ask if they're a US citizen (they can't move on if they don't say yes)
  7. Ask if they've filled out the 204, and if not, display instructions for how to do so (link to the form, and a link to the help doc)
  8. Create their account, and push all that data to FIrebase (see issue #13)
  9. Show the user a success screen, and dump them to the home route

If a user hasn't filled out the 204, their account should have the 204completionist = false attribute, and they shouldn't be able to submit expense reports.

alexpriceco commented 7 years ago

Made some progress on this today, started adding form elements. There's a lot of validation that has to happen. This route is currently accessible by tapping edit on the Profile screen, but that link should be severed, as this is not the optimal way for a user to update their information.

Instead, a user should be able to tap edit on the Profile screen, which should make their information content-editable, with new options to save or discard changes.