code4romania / code4romania/alex-api
[Setup_CSO] CSO SetUp Overview, View and Edit
- Lingua principale
- Dockerfile
- Stelle
- 5
- Fork
- 1
- Metriche di merge delle PR
- Nessuna PR unita negli ultimi 30g
Descrizione
**Feature description: A user can overview, view and edit the CSO Profile**
Flow:
1. Go to the sidebar menu > click 'Profil organizație', the CSO profile is displayed.
2. OR, complete step 4 of the setup 'Expenses' (https://github.com/code4romania/alex-api/issues/74) > click 'Finalizeaza' button > the success page of setup is displayed and the rest of the menus become active. [Figma: Setup overview 'Date organizatie'](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=2486-40908&mode=design&t=oEgooklSqwp6XxZ9-4)
3. The user can click on each step to view the input data [Figma: overview 'Conturi bancare'](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=4617-70516&mode=design&t=oEgooklSqwp6XxZ9-4), [Figma: overview 'Incomes'](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=4617-70683&mode=design&t=oEgooklSqwp6XxZ9-4), [Figma: overview 'Expenses'](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=4773-67964&mode=design&t=oEgooklSqwp6XxZ9-4)
4. Once the CSO Profile is set, the user can initiate other actions: 'Add funder', 'Add Grant', 'Add Statements', the respective links / buttons in the side bar menu becoming active.
**Actions on 'CSO Setup Overview":**
1. A user can modify the organization's data by clicking the "Modifica datele organizatiei" link > [links to contact info ](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=1187-28693&mode=design&t=oEgooklSqwp6XxZ9-4) detailed in issue https://github.com/code4romania/alex-api/issues/29
2. A user can edit bank accounts by clicking the "Editeaza" button > [links to bank accounts](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=2486-37431&mode=design&t=oEgooklSqwp6XxZ9-4) detailed in issue https://github.com/code4romania/alex-api/issues/30
3. A user can edit the income categories by clicking the "Editeaza" button > [links to income categories](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=2486-38845&mode=design&t=oEgooklSqwp6XxZ9-4) detailed in issue https://github.com/code4romania/alex-api/issues/31
5. A user can edit the expenses categories by clicking the "Editeaza" button > [links to expense categories](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=4773-67603&mode=design&t=oEgooklSqwp6XxZ9-4) detailed in issue https://github.com/code4romania/alex-api/issues/74
Guida per i contributori
Apri la guida per i contributori
Direzione di ricerca
Inizia leggendo le issue collegate #29, #30, #31 e #74, quindi esamina le schermate Figma a cui fanno riferimento per la panoramica della configurazione di CSO e i flussi di modifica. Il lavoro è completato quando gli utenti possono visualizzare e modificare i dati dell'organizzazione, i conti bancari e le categorie di entrate e uscite, completare la configurazione e accedere alle azioni della barra laterale appena abilitate.
Scritto dal modello di indicizzazione a partire dal testo della issue.
Valutazione
- Ambito
- api, backend
- Tipo di issue
- Funzionalità
- Difficoltà
- 5/5
- Tempo stimato
- Più di una settimana
- Stato di attività
- Ferma
- Chiarezza
- Abbastanza chiara
- Idoneità per principianti
- 25/100