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Add ability to have some partner specific information appear on the partner's dashboard #5020

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cielf opened this issue Feb 16, 2025 · 4 comments · May be fixed by #5075
Open
3 tasks

Add ability to have some partner specific information appear on the partner's dashboard #5020

cielf opened this issue Feb 16, 2025 · 4 comments · May be fixed by #5075
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@cielf
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cielf commented Feb 16, 2025

Summary

Add a field (500 characters) for bank-entered partner-specific information that will appear on the partner's dashboard.

Why?

Better bank to partner communication

Details

This info_for_partner field will be on the partner (as opposed to the partner profile).
Editable by the banks on their partner page
Label it: Partner specific information (500 characters) Note: The partner can see but not change this info.

Add it, read only, to the partner's dashboard page, between the partner status indicator and "Make a request"

Criteria for Completion

  • behaviour as described
  • automated tests to support behaviour as described
  • update user guide (docs/user_guide/banks/ ... look at the files that start with pm_)
@cielf cielf added Help Wanted Groomed + open to all! Difficulty—Beginner labels Feb 16, 2025
@khiga8
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khiga8 commented Feb 23, 2025

Hi! I'd love to pick this up :)

@cielf
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cielf commented Feb 23, 2025

Please do!

@github-actions github-actions bot removed the Help Wanted Groomed + open to all! label Feb 23, 2025
@khiga8
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khiga8 commented Mar 6, 2025

I noticed there's a "broadcast announcement" feature which seems somewhat similar to what's being asked, but that looks like it's for broadcasting information to all partners which is a bit different.

I'm thinking this feature would involve the following updates:

  1. Database migration to add new info_for_partner field to the partner.rb model.
  2. Update the create/edit partner information frontend with a new textarea. (for partner)
  3. Update the partners_controller.rb to accept new field params.
  4. Update the dashboard page for partner to add information.

Initially I wondered if we need to add a new page, but I see we could just add a new field to the individual partner pages.

@khiga8 khiga8 linked a pull request Mar 6, 2025 that will close this issue
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@cielf
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cielf commented Mar 6, 2025

That sounds about right.

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