rubyforgood / pantry_scheduler

NOTE: THIS PROJECT IS ON HOLD DUE TO NEW USDA REGULATIONS REQUIRING THE ELIZABETH HOUSE TO USE GOVERNMENT PROVIDED SOFTWARE.

pantry_scheduler

Tracking issues in priority can be found here https://waffle.io/rubyforgood/pantry_scheduler.

Scheduling system for Elizabeth House Food Pantry. This app will allow volunteers to log in and create appointments for clients. Other volunteers will log in and check clients in. Reports will be generated and mailed monthly, quarterly and yearly.

Development

Install Postgres using Postgres.app and run it to get your database up and running.

We're using Ruby 2.4.1. If you don't yet have a method for installing/managing Ruby versions jgaskins recommends RVM.

With RVM installed, type

$ rvm use 2.4.1

If you don't have Ruby 2.4.1 installed, RVM will give you instructions for installing it (after which you should retry the above command).

Clone the repo:

$ git clone https://github.com/rubyforgood/pantry_scheduler.git && cd pantry_scheduler

Install the gems:

$ bundle install

Create and migrate your development database:

$ bundle exec rake db:setup

This command will also create a development user for you to login as with the following credentials:

email: [email protected]
password: abc123

Install node and yarn

$ brew install node yarn

Run the Rails Server

$ rails s

Running the front-end React application:

$ yarn install
$ ./bin/webpack-dev-server
navigate to localhost:3000 in the browser

*** Webpack error ****

Resolving webpack error after running rails s and navigating to localhost:3000:

$ Run ./bin/rails webpacker:install and ./bin/yarn install
$ Run bin/webpack-dev-server

Close your terminal

$ Run rails s again

pantry_scheduler's Issues

Show historical days of appointments

Create a page to show summary information about previous days' appointments.

On Monday, a user may want to see a summary of what appointments, including who showed and who didn't for the previous Saturday or Thursday. (Maybe a date picker? - birds eye view of what's going on).

Need filter for county in summary to highlight to indicate it's toggled on and off

Edit a client modal

Need to be able to add Notes to a client

Maybe through the directory? And possibly have an option when we add a note to an appointment to also add it to the client? When I am creating an appointment a client might tell me information that would be relevant for all the rest of their appointments or maybe the next 6 or whatever.

Add Memo model for appointments

Need a model/controller for appointment notes:

• belongs_to :appointment
• belongs_to :user
• body

Limit Create User

Add TravisCI badge to repo

Add TravisCI

Add Client model

We need a Model and Controller for Client.

Clients have:

• first_name (required)
• last_name (required)
• address (required)
• phone_number
• cell_number
  -require that one number is present, either mobile or home
• email
• county (required)
• zip (required)
• num_adults (required)
• num_children (required)
• USDA_cert_date (date -can be null, N/A if country is AA or HO)

Need to be able to see current notes and add a new note to an appointment.

Currently we don't see the notes and can't add them. When you create an appointment you need to be able to see and add notes to that appointment.

It would be super duper awesome if you could see the notes on the client and be able to select any notes from the client to include on the client. Notes on the client are likely going to be needed on the appointment. Notes might be something like "Vegetarian" or "Lives in a hotel - no refrigerated items please"

Add features to creating an appointment

When creating an appointment, Food should be checked automatically, almost all appointments are for food.

Also the Address needs to show. At time of making appointment, the volunteer will verify this information, if it is updated, it needs to update Client.

Need to be able to add users

Need to customize devise so that users can be added and they will need to be able to change their passwords etc.

Figure out deployment for the app

Remove an appointment from the dashboard after checkin

Currently when you finish a checkin, it shows the time of the checkin. I would prefer for that name to be removed from the list. Or maybe it can be pushed to the bottom and greyed out or something visually to clear the clutter of those who have already been checked in.

New Page that shows clients who are eligible for appointments

This should show clients who have had an appointment 25 - 60 days ago no more no less. These are clients we can call to make then another appointment. This is a feature Linda is requesting.

Close modal window on Notes when saving

When a user clicks save after creating a note on an appointment, the modal window should close.

Make individual client history available

Currently clicking a name in the Directory gives us the ability to edit a client, we also want access to client appointment history. Maybe at the bottom of the modal here or somewhere else?

We also need notes to show here.

Client Check-in modal

New appointment needs a notes field

We need to be able to add notes to an appointment when creating it.

"Check in" button should be disabled when editing a client's info in checkin modal

Currently the workflow is that if you're checking a client in and edit their info you need to check "save" then "checkin" and I think this is a confusing workflow. We need to either disable "checkin" until you've saved or have some other way to alert the user that you must save before checkin. Currently if you click checkin then all edits are lost.

Need alert if appointment is too soon

Send an alert if trying to make an appointment that is less than 28 days from the last food appointment or if trying to make a utility appointment that is within the same calendar year last utilities appointment. In this case the client is not eligible for another appointment until the time has expired.

Add notes endpoints

Users should be able to create an appointment

Users need to be able to look up a Client (using fuzzy search - PG full text search) and create and appointment for them. If they don't already exist, users will need to create a new Client.

Setup JS test suite

Date picker for an appointment is needed

We currently can't add a date to an appointment, it just automatically gets added to today.

We need some sort of dashboard?

Some ideas....let's iterate!

This shows some of the information that will be super important to the check-in volunteers.

--[ TODAY ]------ CHECKIN
Summary : County AA - 5 Families

Name	County	Family Size	Actions
John	AA	12	[Check in]
Susan	AA	111	[Check in]
Jamie	BC	11	[Check in]

(In Checkin Mode, volunteers should be able to update client info)

County Name	Family count (sizes)
AA	5 (4, 6, 2, 1, 5)
PG	2 (8, 2)

John

Adults: 2
Children: 3
County: Anne Arundel

-- [ 5/16 ]-------

1. asdfasdf

Family size on dashboard summary doesn't match total of adults and children

If family size is updated in the appointment, then Client needs to be updated.

Add Notes to Summary view on Dashboard

Counties should be restricted

County options should be limited to:
PG
HO
AA

Currently in the UI they are listed as Howard, Anne Arundle, but the db is seeded with above, so no county shows up.

Client Index Page

List all of the clients and their info. Make it searchable, and editable.

We need to be able to add a client when they don't exist

Currently we can make an appointment for an existing client but we can't create a client when making an appointment.

We should probably also be able to create a client from the directory which we can't currently do.

CSV import for clients

Label cell phone and home phone on checkin page

It would be helpful to know which numbers we can text. So we need to show (c) and (h) next to the phone numbers on the checkin page.

Add development seed data

Mailers / Reports Page

Create summary mailers to be sent out Monthly, Quarterly and Yearly.

Should be able to click on Notes after Creating them

When on dashboard, if I create a note and save, then I can not click on that note again without refreshing the page. I want to be able to click on the note and not have to refresh the page.

Beef up clients endpoints

Set up Front End app

We need a baseline front end app going so we can do asset compilation etc. We will use React for this app.

Add Styling

USDA cert date needs to be an editable field for checkin

When checking someone in if we re-certify them we need to be able to update the UDSA cert date.

Add User model

Use Devise Gem for users.

Show notes on check in modal

We should show the notes on the checkin modal so when the volunteer is checking in a client they can make sure that any special needs or requirements have been met.

Add appointment type

enum type: [:food, :food_and_financial] maybe?

Add Appointment model

We need a model and controller for Appointments. Appointments will have

• DateTime
• client_id
• has_many :notes
• type
  • enum type: [:food, :food_and_financial] maybe?
• family_size
• usda_qualifier
  • boolean

Mock-ups (first pass)

Clickable prototype (click the screen to see the blue clickable hotspots) https://projects.invisionapp.com/share/J8BUMTDWT#/screens/235312816

Feedback welcome!

Send alert if client is out of usda certification

When doing check-in, we need an alert window to show when we don't have a date or if the date is past for a client is usda_certified on the client is true.

Update appointment creation to require an existing client

Appointments need a checked_in_at property

Appointments endpoints

Set up back-end test suite

We will use Rspec and Capybara for this.