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Rework of Getting Started section · Issue #5169 · rubyforgood/human-essentials · GitHub
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Rework of Getting Started section #5169

@cielf

Description

@cielf

Summary

Rework of Getting Started section

Replace current Getting started section with a list of the links to major steps, that open in a new tab. Have a checkbox "I'm done with setting up (hides this section)" to hide it going forward.

Why?

Currently, you can't get rid of it unless you enter a donation site , and as soon as you enter a storage locaton or partner those sections go away -- so not as helpful as it should be.

Details

1/ Remove current getting started section
2/ add a bank_is_set_up flag -- this is set to false on creation of a bank.

We will need a migration to set it appropriately for current banks, just set it according to whether they have any donation sites -- that will be fine for most. (alternatively, if they have ever done a distribution).

The bank_is_set_up flag will govern whether the getting started section is shown or not

3/ New getting started section

Getting started
Here are a few steps to help you in getting started (will open in new tab) [Note: Have not provided the actual links here]
Please also refer to the "Getting Started" section of the user guide (link).

1/ Set up storage locations (link)
2/ Set up your inventory:
a/ Adding custom items (link)
b/ Do an audit to set up your current inventory levels (link)
3/ Customize your organization (link)
4/ Add other users at your bank (link)
5/ Import partners(link) or Add a single partner (link)

When you're done, click this box to hide this section [].
(Note: this will set the bank_is_set_up flag to true, and hide this section going forward.)

Criteria for completion

  • Behaviour as above
  • tests to support that behaviour
  • User guide updated to reflect the behavour

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