rubyforgood / rubyforgood/casa

Improve case contact editing workflow for supervisors/admins

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#6,563 5 comments 0 reactions 0 assignees View on GitHub

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Help Wanted no-issue-activity Stakeholder-Feature
Dominant language
Ruby
Stars
381
Forks
542
Avg merge
3d 15h
Merged PRs (30d)
47

Description

What type(s) of user does this feature affect?

  • supervisors
  • admins

User Story

As a supervisor or admin - I would like to be able to edit case contacts logged by my volunteers. I would like to be able to enter the case contact impersonating the author volunteer directly from the CASA Case Details page as opposed to having to go to my volunteer roster, Clicking into the volunteer, then clicking impersonate, then going to the case contact.

As a supervisor or admin, I should be able to enter the case contact impersonating the author volunteer from this page (on the left navabr, click the cases tab, then click into a case

Image

Please edit this button to read "View/Edit"

Image

How to access the QA site

Login Details:
Link to QA site

Login Emails:

  • volunteer1@example.com view site as a volunteer
  • supervisor1@example.com view site as a supervisor
  • casa_admin1@example.com view site as an admin
  • all_casa_admin1@example.com view site as an all casa admin
    • go to /all_casa_admins/sign_in

password for all users: 12345678

Questions? Join Slack!

We highly recommend that you join us in slack #casa channel to ask questions quickly. And discord for office hours (currently Tuesday 5-7pm Pacific), stakeholder news, and upcoming new issues.

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by reproducing the workflow from the Cases tab on the CASA Case Details page using the provided QA accounts, checking the current contact action and its supervisor/admin behavior. Trace the existing View/Edit entry point and impersonation flow. Done means supervisors and admins can enter or edit a volunteer-authored case contact from the case page, and the button reads “View/Edit”.

Written by the indexing model from the issue text.

Assessment

Tech stack
rails, ruby
Domain
authorization, full-stack
Issue type
Feature
Difficulty
4/5
Estimated time
3-5 days
Activity status
Quiet
Clarity
Mostly clear
Newbie friendliness
48/100

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