hackforla / hackforla/HomeUniteUs

Product: Section 1 | Subflow 1b: Coordinator Invite Guests

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#405 9 comments 0 reactions 1 assignee Claimed by @pixellady View on GitHub
Complexity: Small p-Feature: IAM Ready for: Product Team Member requirements Role: PM Section: 1 size: 2pt User Stories
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Python
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15d 1h
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Description

## 🧩 Overview
[Provide a brief description of the feature, outlining its purpose and expected outcome see the related user story - We need to do X for Y reason.]

---

## 🧠 Problem Statement
> What problem are we solving, and why is it important?
> Example: Hosts currently lack an easy way to share information about themselves and their homes for the matching process.

---

## 🙋‍♀️ User Story
**As a** [type of user],
**I want** [some goal or capability],
**So that** [reason or value it delivers].

> Example:
> As a Host,
> I want to fill out a Profile with details about myself and my home,
> So that I can be accurately matched with a guest.

---

## 🎯 Acceptance Criteria (Definition of Done)
*Transfer information to Design to Engineering Issue to be checked off*
*These high-level criteria will be detailed further in Design and Engineering handoff templates*
- Clear list of conditions to be met for this feature to be considered complete.
- Each should be testable and specific.

> Example:
> - [ ] Host can access the Profile from the dashboard.
> - [ ] All required profile questions display correctly.
> - [ ] Hosts can save progress and resume later.
> - [ ] The data is stored in the appropriate backend repository.

---

## 🔍 Context / Background
> Any relevant links, decisions, research, or history.

- Research Summary: [link]
- Previous Discovery Work: [link to doc]
- Related Epics or Projects: [link]

---

## 🖼️ Design Notes (Preliminary)
- Is this feature ready for design work? Yes / No
- Any ideas, inspiration, or existing patterns that should be considered?
> Example: Use form components from the design system; style similar to Guest Intake Form.

---

## 📌 Scope Considerations (In/Out Scope)
- [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) *Add/Update Feature List*
- [ ] Added to [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) and completed information accordingly

**In Scope:**
- Initial release of host profile questions and storage.

**Out of Scope (future or separate stories):**
- Matching algorithm
- Admin dashboard for reviewing profiles

---

## 🛑 Constraints / Risks / Workflow Dependency
*(Compliance / Regulatory information will be captured in the Feature List, this should be specific to the feature, where applicable)
- Known data dependencies?
- Technical limitations?

> Example: We must collect data in a way that meets GDPR and local data privacy laws.

---

### Action Items
- Assign and Prep
- [ ] Product Manager: Understand, draft User Story and self-assign
- [ ] Product Manager: Conduct the necessary research (if applicable), clarify any questions
- [ ] Product Manager: Work with PM team/lead to clarify any questions about the User Story
- [ ] Product Manager: Work with Product Team Lead to assign the appropriate size & complexity
- [ ] Product Manager/Lead: determine if work should be split into multiple issues, if so, create issue(s) and link them in this issue (if applicable) or create as standalone.
- Draft and Review:
- [ ] Product Manager: Change Issue Status to "In Progress"
- [ ] Product Manager: Draft User Story
- [ ] Product Manager: Change Issue Status to "For Review/Feedback Needed"
- [ ] Product Manager: Add Label "Ready for: Design Peer Review"
- [ ] Product 1st Level/Peer Review: Review to ensure the story captures the objective/goal of the feature to be developed and provides adequate for Design and Dev. Provide comment(s) in the comment section of the issue and tag assignee.
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "Questions/Clarification" and add label "Ready for Product.....Persona"
- [ ] Product Manager (Assignee): Change Issue Status to "In Progress"
- [ ] Product Manager (Assignee): Review issue comment(s) and resolve accordingly
- [ ] Repeat above steps until all comments are resolved
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "For Review/Feedback Needed" and add label "Ready for: Product Lead"
- [ ] 2nd final/Product Lead: Review and provide feedback (if any) in comment section below, add label "Ready for Product...Persona"
- [ ] Repeat above steps until all comments are resolved

---

### 🔗 Related Tickets
- Add all related ticket(s) as sub-issues (add picture)
- Design Ticket: [link]
- Engineering Ticket: [link]
- QA Test Plan: [link]

---
### 📎 Resources & References

- Existing Research: [Link]
- Brand Guidelines / Design System: [Link]
- Previous or Related Designs: [Link]

---

## Problem Alignment

### The Problem:

Currently, Coordinators do not have a way to invite Guests to create an account. As a result, Guests cannot create an account or profile on Home Unite Us, which are required steps to find housing on the platform.

#### User Story:

As a Coordinator, I want to create an account for the Guest and invite the Guest to Home Unite Us, so that the Guest can begin the application and onboarding process.

### High Level Approach:

Allow Coordinators to create accounts for Guests and invite Guests to confirm their Home Unite Us accounts.

## Solution Alignment

### Considerations:

### Goals & Success:

Success is if Coordinators can create Guest accounts and send Guests invitations to confirm the account.

### Key Features:

* A button on the Coordinator home page to invite Guests
* Field to enter a Guest email address
* A verification email containing a verification link that is sent to the Guest email address

### Acceptance Criteria:

* Coordinators can invite Guests via email from the Coordinator homepage
* A verification email will be sent to the email address containing a verification link
* The verification link expires after 2 weeks maximum
* The user flow can be complete on desktop, mobile, and tablet

### Designs:

- [ ] Review existing designs on Figma
- [ ] Edit existing designs as needed and share a link to the updated designs in this issue

### Key Decisions:

### Open Questions:

* Support email, SMS, or both in the first version?
* What happens after the link expires?
* Option to request a new link from the Coordinator?
* What are the data tables that are needed and associated schemas?
* Are these blocking for this phase of work?

Contributor guide

Open the contributing guide

Assessment

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