June 2024 Goals

[lola3736]

By 6/30/2024

Design:

In progress:

• Section 1 | SubFlow 1c: Guest Account Confirmation #440 - PM and Design to discuss today
  • 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 Section 2 | Coordinator: Coordinator Internal Notes Feature #519
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Guest/Host sign up: Add acknowledgement functionality
• Move guest minimum expectations to sign up process
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #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
  • Link accounts and stop Google account creation from the sign in page #703 - manual testing - up for review, needs to approved
• Guest Intake Profile | Intake Profile Epic | Engineering #708
  • Intake Profile Review Page #710 - Erik still working on this
  • 682 pets component #707 - merged and complete
  • Integrate Sections tab and navigation buttons #712 - merged and complete
  • Guest form endpoints Implement Forms API #636
    • 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) Migrate HomeUniteUs to Incubator AWS account #686
  • Anticipated migration May 31st (original completion date April 30th)
  • PR merged; credential accounts created to run deployment
  • Access granted to administer share AWS environment
  • 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 Implement Guest Workflow Tasks Endpoints #572 Implement Guest Dashboard Components #566
  • No one is currently working on Implement Guest Workflow Tasks Endpoints #572
• Josh being rolled off the project
• We will Need to scope first, but might need another backend dev
• Coordinator invite guest Section 2 | 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 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 Section 1 | Account Management Epic #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 Section 2 | Coordinator 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:

• Section 1 | SubFlow 1c: Guest Account Confirmation #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 Section 2 | Coordinator: Coordinator Internal Notes Feature #519 (to be reviewed)
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518 (to be reviewed)

New Items:

• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501: Add status prior to submission. Add a column to have link to application

Eng:

In progress:

• Account Creation
  • Link accounts and stop Google account creation from the sign in page #703 - manual testing. Have it in a good place, should have a PR up soon
• Guest Intake Profile | Intake Profile Epic | Engineering #708
  • - @sanya301 review once
  • have general scaffolding, render the fields, navigate between
  • Intake Profile Review Page #710 - working on this
  • 682 pets component #707 - in review
  • Integrate Sections tab and navigation buttons #712 - in review
  • Guest form endpoints Implement Forms API #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) Migrate HomeUniteUs to Incubator AWS account #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 Implement Guest Workflow Tasks Endpoints #572 - @erikguntner can you re-review it
• Coordinator invite guest Section 2 | Coordinator: Invite Guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

• Coordinator dashboard endpoint 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 Section 1 | Account Management Epic #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:

• Section 1 | SubFlow 1c: Guest Account Confirmation #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 Section 2 | Coordinator: Coordinator Internal Notes Feature #519 - need to be reviewed
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518 - need to be reviewed
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #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)
  • Link accounts and stop Google account creation from the sign in page #703 - manual testing. Have it in a good place, should have a PR up soon
• Guest Intake Profile | Intake Profile Epic | Engineering #708 - Erick to confirm below open items
  • - @sanya301 review once
  • have general scaffolding, render the fields, navigate between
  • Intake Profile Review Page #710 - working on this
  • 682 pets component #707 - in review - completed and merged
  • Integrate Sections tab and navigation buttons #712 - in review
  • Guest form endpoints Implement Forms API #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) Migrate HomeUniteUs to Incubator AWS account #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 Implement Guest Workflow Tasks Endpoints #572 - @erikguntner can you re-review it
• Coordinator invite guest Section 2 | Coordinator: Invite Guest #520 - mostly done, need to be confirmed by @lasryariel that this is good to close

New Items:

• Coordinator dashboard endpoint 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 Section 2 | Coordinator Epic #454
  • @lasryariel update filter user story to define name filter requirements if any, and use cases for search bar. Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501
  • Confirm user story for "invite Guest" Section 2 | Coordinator: Invite Guest #520, a few items in acceptance criteria that haven't been created

Final reviews:

• Host Matching Profile view - PM (sanya) to review Section 3 | Host Public Profile (which will be visible to Guest) #617
• Guest/host sign up: add acknowledgement functionality Section 1 | SubFlow 1c: Guest Account Confirmation #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:

• Section 1 | SubFlow 1c: Guest Account Confirmation #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 Section 2 | Coordinator: Coordinator Internal Notes Feature #519 - need to be reviewed
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518 - need to be reviewed
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #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)
  • Link accounts and stop Google account creation from the sign in page #703 - up for review, needs to approved
• Guest Intake Profile | Intake Profile Epic | Engineering #708 - Erick to confirm below open items
  • @sanya301 review once
  • have general scaffolding, render the fields, navigate between
  • Intake Profile Review Page #710 - working on this
  • 682 pets component #707 - in review - merged and complete
  • Integrate Sections tab and navigation buttons #712 - in review - merged and complete
  • Guest form endpoints Implement Forms API #636 - waiting to hear back from @Joshua-Douglas
    • 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) Migrate HomeUniteUs to Incubator AWS account #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 Implement Guest Workflow Tasks Endpoints #572 - @erikguntner can you re-review it
• Coordinator invite guest Section 2 | Coordinator: Invite Guest #520 - mostly done
  • 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 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 Section 3 | Host Public Profile (which will be visible to Guest) #617
• Guest/host sign up: add acknowledgement functionality Section 1 | SubFlow 1c: Guest Account Confirmation #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 Section 2 | Coordinator Epic #454
    • 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. Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501
    • Initial updates made by Ariel
    • needs review by PM team
  • Confirm user story for "invite Guest" Section 2 | Coordinator: 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.
    • 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 Section 2 | Coordinator: Confirm completion of Onboarding Events  #731
    • 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