June 2024 Goals

[lola3736]

By 6/30/2024

Design:

In progress:

• [ ] #440 - PM and Design to discuss today
  • [x] Pending acknowledgement functionality - Prototype for user testing in progress, some complexity noted
• [ ] Analysis and study anticipated to complete June 30th
  • Study has launched, still need 2 more participants, but on track
• [ ] Guest application: User testing. Research plan

New Items:

• [ ] Coordinator notes: Save and cancel + editing screens for notes #519
• [ ] Coordinator: Assign and reassign applications #518
• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Guest/Host sign up: Add acknowledgement functionality
• [ ] Move guest minimum expectations to sign up process
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application
• [ ] Bonnie would like to see what can be done for Guest UI/UX to feel fun and positive

Eng:

In progress:

• [ ] Account Creation
  • [ ] #703 - manual testing - up for review, needs to approved
• [ ] Guest Intake Profile | #708
  • [ ] #710 - Erik still working on this
  • [x] #707 - merged and complete
  • [x] #712 - merged and complete
  • [ ] Guest form endpoints #636
    • [x] Josh to complete and roll off project
    • [ ] PR needs to be reviewed
    • [ ] data models will still need to be updated, and other planning, to be handled on separate PR
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
  • [ ] Anticipated migration May 31st (original completion date April 30th)
  • [x] PR merged; credential accounts created to run deployment
  • [x] Access granted to administer share AWS environment
  • [x] Major dependency - Cognito to support user management
  • [ ] terraform deploying tonight (6/25), will have support tomorrow from ops meeting
  • [ ] Bonnie will need to update the record at the name server for homeunite.us after deployment
  • [ ] smoke test
• [ ] Guest dashboard #572 #566
  • No one is currently working on #572
• [ ] Josh being rolled off the project
• [ ] We will Need to scope first, but might need another backend dev
• [ ] Coordinator invite guest #520
  • [ ] Engineering to review acceptance criteria to finalize (some functionality may be more appropriate for new stories, but others may be valid and not yet present in dev.homeunite.us)

New Items:

• [ ] Coordinator dashboard endpoint #651
• [ ] Add acknowledgement during signup
• [ ] Guest intake profile mobile

PM:

Final reviews:

• [ ] Host Matching Profile view
• [ ] Guest/host sign up: add acknowledgement functionality #439

In Progress

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
  • [ ] Ready to Review
• [ ] Section 2 Coordinator User stories - need review, starting from Epic #454

New:

• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] FAQ user story
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching
• [ ] Downloadable intake profile instead of email
• [ ] Log of when guest and host worked on the app: V2
• [ ] Background Checks for Guest/Hosts
  • [ ] Coordinator will need a checkbox to confirm background check - update flow and add to/create a story
  • [ ] Bonnie recommends we have an additional tasks section that allows Coordinator to enter whatever tasks they need (basic text section)
  • [ ] What else does Guest need? Guest PM needs to work through this
  • [ ] What else does Host need? Host PM needs to work through this
  • [ ] What else does Coordinator need? Coordinator PM needs to work through this

[sanya301]

Design:

In progress:

• [ ] #440 - completed, need to review with PMs
  • Pending acknowledgement functionality, Move guest minimum expectations to sign up process
• [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted
  • Program they want to use for testing finalized
  • Complexity noted for being able to navigate to any section
  • @edela0015 create an issue for the research/user testing
  • [ ] Review button might not look like a button
  • [ ] Add expand collapse for Application sections in desktop
  • [ ] Submit button placement on review page
  • [ ] Text that specifies they can move around in the application without completing all the sections
• [ ] Coordinator filters: updated design for review
• [ ] Coordinator notes: Save and cancel + editing screens for notes #519 (to be reviewed)
• [ ] Coordinator: Assign and reassign applications #518 (to be reviewed)

New Items:

• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

• [ ] Account Creation
  • [ ] #703 - manual testing. Have it in a good place, should have a PR up soon
• [ ] Guest Intake Profile | #708
  • [x] - @sanya301 review once
  • have general scaffolding, render the fields, navigate between
    • [ ] #710 - working on this
    • [ ] #707 - in review
    • [ ] #712 - in review
    • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
    • [ ] Josh to complete and roll off project
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
  • waiting on ops team to implement some of the terraform changes
  • Cognito has been set up, need to add home unite us specific things
  • Anticipated migration hopefully after above two are complete
• [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
• [ ] Coordinator invite guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

• [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
• [ ] Add acknowledgement during signup - waiting on design

PM:

Final reviews:

• [ ] Host Matching Profile view
• [ ] Guest/host sign up: add acknowledgement functionality #439
• [ ] Project hygiene

New:

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] FAQ user story
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching
• [ ] Downloadable intake profile instead of email
• [ ] Log of when guest and host worked on the app: V2

[lola3736]

Design:

In progress:

• [ ] #440 - completed, need to review with PMs
  • Pending acknowledgement functionality, Move guest minimum expectations to sign up process
• [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted
  • add issue created. work still ongoing
  • Program they want to use for testing finalized
  • Complexity noted for being able to navigate to any section
    • Able to resolve issue with the complexity.
    • Testing tentative end of June; need to add link of the study (limited) PM to view as team on thursday
  • @edela0015 create an issue for the research/user testing
  • [ ] Review button might not look like a button
  • [ ] Add expand collapse for Application sections in desktop
  • [ ] Submit button placement on review page
  • [ ] Text that specifies they can move around in the application without completing all the sections
• [ ] Coordinator filters: updated design for review

New Items:

• [ ] Coordinator notes: Save and cancel + editing screens for notes #519 - need to be reviewed
• [ ] Coordinator: Assign and reassign applications #518 - need to be reviewed
• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

• [ ] Account Creation - Need to confirm Erik (merge and test)
  • [ ] #703 - manual testing. Have it in a good place, should have a PR up soon
• [ ] Guest Intake Profile | #708 - Erick to confirm below open items
  • [ ] - @sanya301 review once
  • have general scaffolding, render the fields, navigate between
    • [ ] #710 - working on this
    • [x] #707 - in review - completed and merged
    • [ ] #712 - in review
    • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
    • [ ] Josh to complete and roll off project
    • [ ] Double check all items assigned to Josh and ensure proper handover
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
  • waiting on ops team to implement some of the terraform changes; still having issues with the infrastructure.
  • Cognito has been set up, need to add home unite us specific things
  • Anticipated migration hopefully after above two are complete
• [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
• [ ] Coordinator invite guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

• [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
• [ ] Add acknowledgement during signup - waiting on design

PM:

In progress:

• [ ] Coordinator User stories: Application review page, comments, notes etc
  • [ ] Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this @lasryariel #454
  • [ ] @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar. #501
  • [ ] Confirm user story for "invite Guest" #520, a few items in acceptance criteria that haven't been created

Final reviews:

• [ ] Host Matching Profile view - PM (sanya) to review #617
• [ ] Guest/host sign up: add acknowledgement functionality #440

New:

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] FAQ user story
• [ ] Coordinator update meeting & interview attendance/status for guest/host
• [ ] Guest matching profile
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching
• [ ] Downloadable intake profile instead of email
• [ ] Log of when guest and host worked on the app: V2

[lasryariel]

Design:

In progress:

• [ ] #440 - completed, need to review with PMs
  • Pending acknowledgement functionality, Move guest minimum expectations to sign up process
• [ ] Guest application mobile: Prototype for user testing in progress, some complexity noted
  • add issue created. work still ongoing
  • Program they want to use for testing finalized
  • Complexity noted for being able to navigate to any section
    • Able to resolve issue with the complexity.
    • Testing tentative end of June; need to add link of the study (limited) PM to view as team on thursday
      • still need 2 more participants but on track
  • @edela0015 create an issue for the research/user testing
  • [ ] Review button might not look like a button
  • [ ] Add expand collapse for Application sections in desktop
  • [ ] Submit button placement on review page
  • [ ] Text that specifies they can move around in the application without completing all the sections
• [ ] Coordinator filters: updated design for review

New Items:

• [ ] Bonnie would like to see what can be done for Guest UI/UX to feel fun and positive
• [ ] Need to open new role to backfill Bai/Coordinator - Ed to ask Jiehong to see if she is interested, if not Ed can help
• [ ] Need to open new role for Research
• [ ] Coordinator notes: Save and cancel + editing screens for notes #519 - need to be reviewed
• [ ] Coordinator: Assign and reassign applications #518 - need to be reviewed
• [ ] Host Dashboard #508
• [ ] Host Application #509
• [ ] Coordinator dashboard updates #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

• [ ] Account Creation - Need to confirm Erik (merge and test)
  • [ ] #703 - up for review, needs to approved
• [ ] Guest Intake Profile | #708 - Erick to confirm below open items
  • [ ] @sanya301 review once
  • have general scaffolding, render the fields, navigate between
  • [ ] #710 - working on this
  • [x] #707 - in review - merged and complete
  • [x] #712 - in review - merged and complete
  • [ ] Guest form endpoints #636 - waiting to hear back from @Joshua-Douglas
    • [x] Josh to complete and roll off project
    • [ ] PR needs to be reviewed
    • [ ] data models will still need to be updated, and other planning, to be handled on separate PR
• [ ] Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) #686
  • waiting on ops team to implement some of the terraform changes; still having issues with the infrastructure.
  • Cognito has been set up, need to add home unite us specific things
  • Anticipated migration hopefully after above two are complete
  • [ ] terraform deploying tonight (6/25), will have support tomorrow from ops meeting
  • [ ] Bonnie will need to update the record at the name server for homeunite.us after deployment
  • [ ] smoke test
• [ ] Guest dashboard - endpoints/data modeling #572 - @erikguntner can you re-review it
• [ ] Coordinator invite guest #520 - mostly done
  • [x] need to be confirmed by @lasryariel that this is good to close
  • [ ] Engineering to review acceptance criteria to finalize (some functionality may be more appropriate for new stories, but others may be valid and not yet present in dev.homeunite.us)
• [ ] Josh being rolled off the project, Double check all items assigned to Josh and ensure proper handover
• [ ] We will Need to scope first, but might need another backend dev

New Items:

• [ ] Coordinator dashboard endpoint #651 - waiting on dashboard design
• [ ] Add acknowledgement during signup - waiting on design

PM:

Final reviews:

• [ ] Host Matching Profile view - PM (sanya) to review #617
• [ ] Guest/host sign up: add acknowledgement functionality #440

In progress:

• [ ] Coordinator User stories
  • [ ] Coordinator epic (user journey) needs to be updated and presented to the design team. Define by end of this section, coordinator needs to do this @lasryariel #454
    • [x] Initial updates made by Ariel
    • [ ] needs review by PM team
  • [ ] @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar. #501
    • [x] Initial updates made by Ariel
    • [ ] needs review by PM team
  • [x] Confirm user story for "invite Guest" #520, a few items in acceptance criteria that haven't been created - There are a few remaining criteria which can only be assessed once https://dev.homeunite.us/ coordinator dashboard is updated with actual data from invited guests.
    • [x] Does engineering have a ticket for this? - Eng Team will review acceptance criteria and create issues as needed
  • [ ] All Section 2 Coordinator stories have been refreshed, needs review by PM team.
  • [ ] Coordinator update meeting & interview attendance/status for guest/host #731
    • [x] Draft created
    • [ ] Draft to be reviewed by PM team

New:

• [ ] Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• [ ] Host application - bring to parity with guest + add a way to upload house or renters insurance
  • [ ] Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• [ ] FAQ user story
• [ ] Guest matching profile
• [ ] Create Guest, Host and Coordinator Sidebar stories
• [ ] Host experience for matching
• [ ] Downloadable intake profile instead of email
• [ ] Log of when guest and host worked on the app: V2
• [ ] Background Checks for Guest/Hosts
  • [ ] Coordinator will need a checkbox to confirm background check - update flow and add to/create a story
  • [ ] Bonnie recommends we have an additional tasks section that allows Coordinator to enter whatever tasks they need (basic text section)
  • [ ] What else does Guest need? Guest PM needs to work through this
  • [ ] What else does Host need? Host PM needs to work through this
  • [ ] What else does Coordinator need? Coordinator PM needs to work through this