the-difference-engine / ksf

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Receive Attachments #109

Closed JigSays closed 2 years ago

JigSays commented 4 years ago

As an admin, I want the ability for family representatives to be able to send documentation and receipts for expenses they are looking to have covered by the grant program and have those attachments flow to the correct folder | case-file.

Acceptance Criteria:

sierrastephens commented 3 years ago
nancyhlin commented 3 years ago

Removed the last two acceptance criterias:

Ability to flag and forward any non-attachment text in an email for further review by the admin, Ability to forward (or flag) non-attachment emails to the admin for further review)

nancyhlin commented 3 years ago

Added acceptance criteria: Add button to the dashboard to trigger processing of emails (Taking attachments and placing it in the google folder.)

annamot9 commented 3 years ago

Need to meet with product and work on it starting 10/18.

Lcole490 commented 2 years ago

How to test ticket 109: Purpose of ticket is to update the user dashboard any time a new attachment has been received into the google drive folder.

To test: Step 1: Advance a nomination to any stage beyond "received" Step 2: Send an email to the formmaster email account. Ensure the application name is listed somewhere in the subject line. The application name would have the following format: LastName-State Ex Subject Line: "Hipaa response for nomination Smith-IL." Step 3: Include an attachment in the email that you would want to see saved in the nomination's google drive folder Step 4: When the email is sent, check the inbox of the formmaster account to ensure the email has been received. Do not click on the email. Step 5: On the dashboard, click the "Check for Documents" button to start process Step 6: Once clicked, go back to the formmaster account inbox and confirm that the email has been signified as "read". The email should no longer be bold and should look as if you clicked on it already. Step 7: Go to the google drive folder and search for the nomination folder. Select the folder and confirm that the attachment has been saved to it

Step 8: The dashboard should be updated with a "paperclip" icon to symbolize that a new attachment has been receiveddashPaperclip.PNG

Step 9: Also, search for the nomination for which you sent an attachment. You should see a smaller paperclip icon next to the name as well

awaitinghipaaPaperclip.PNG Step 10: Click on the nomination to open the nomination page. Here you should see the paperclip icon to signify that the application has a new attachment. Also, you should see a new button called "verify attachments"

nompagepaperclip.PNG Step 11: The purpose of the verify attachments button is for the user to be able to signify that they have checked the attachment(s) for the nomination and have done any necessary action based on what the attachment was. Essentially, this clears the attachment flag from the nomination.

Step 12: Once you click on verify attachments, a modal will appear for you to confirm the action. Once confirmation is made, the paperclip icon on the nomination page will disappear. If there was only one nomination with an attachment, the icon on the dashboard should disappear as well.

Step 13: If the dashboard paperclip icon still exists after this, that means there are additional attachments for other nominations that need to be reviewed. The amount of attachments that need to be reviewed can be shown by hovering over the paperclip icon on the main dashboard.

Step 14: Once all attachments have been resolved, the paperclip icon on the dashboard will disappear, signifying that there are no more attachments that need attention

sowmya20189 commented 2 years ago

Issues to be fixed:

  1. The paperclip icon near the gear icon on the application is clickable and goes to grant cycle page - It should not be clickable and shouldn't go to grant cycle page
  2. Even after clicking on verifying documents button and actually verifying the documents, if we refresh the page, it still asks us to verify the documents
sowmya20189 commented 2 years ago

Works fine