Notes

• Consider payments in and payments out?
• Allocations with a date_paid that is not null might appear here
• Sum of all allocations with the same payment_id should not be greater than the amount of the Payment

Sample reports to be manually exported:

invoices-2019.csv.zip
payments-2019.csv.zip

Skeleton Code

https://github.com/setlife-network/project-trinary/blob/develop/src/components/ProjectPayments.js

Design

• Refactor svg in the login page to header component.

• Export again with out the lettering just the background

• Export logo by itself

• Upload both to S3

• Full width responsive

Notes

• Get Contributors through the Allocations
• Show the Name of the contributor
• information about the allocation (amount, whether they've been paid), paid weekly or monthly (rate type)

• Allow for creating an allocation without a payment

Form

• Number field for amount
• Date field for start_date
• Date field for end_date (optional)
• Selection field for rate_type (options: max_hours, recurring_month, recurring_weeks)
• Number field for rate_unit (optional)
• Checkbox for active (default: true)

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary?node-id=529%3A433

• Add Toggl URL as a required field
• Github URL is also a required field

For now we have been considering hourly_rate/weekly_rate on Contributors and rate_unit and rate_type on Allocations but I think to keep some flexibility in the data model we should instead abstract this away into a new table

Notes/Specs/Examples

Consider 2 example scenarios:

1. Track that a contributor is hitting a monthly target # of hours
2. Track whether a contributor is approaching a maximum # of hours where another allocation would be needed

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary?node-id=78%3A39

Rate {
    hourly_rate: String,
    type: String,
    active: Int,
    contributor_id: Int
}

Sample

Project = {
    name: "Hashr8",
    allocations: [
        {
            date_started: "2020-11-01",
            date_ended: "2020-11-08",
            payment: {
                amount: "10000",
                date_paid: "2020-10-01"
            },
            contributor: {
                name: "Danny Allen",
                githubHandle: "dannya",
            },
            rate: {
                hourly_rate: "83",
                type: "max_hours"
            },
            amount: "2500",
            date_paid: null,
        },
        {
            date_started: "2020-11-08",
            date_ended: "2020-11-30",
            payment: {
                amount: "10000",
                date_paid: "2020-10-01"
            },
            contributor: {
                name: "Danny Allen",
                githubHandle: "dannya",
            },
            rate: {
                hourly_rate: "83",
                type: "max_hours"
            },
            amount: "1500",
            date_paid: null,
        }
    ],
}

Project = {
    name: "WorkSTEPS",
    allocations: [
        {
            date_started: "2020-10-01",
            date_ended: "2020-10-30",
            payment: {
                amount: "15000",
                date_paid: null
            },
            contributor: {
                name: "Mariano Paulin",
                githubHandle: "marianopaulin",
            },
            rate: {
                hourly_rate: "30.375",
                type: "full_time",
            },
            amount: "5103",
            date_paid: null,
        },
        {
            date_started: "2020-10-01",
            date_ended: "2020-10-30",
            payment: {
                amount: "15000",
                date_paid: null
            },
            contributor: {
                name: "Nico Rivadeineria",
                githubHandle: "nicoriva",
            },
            rate: {
                hourly_rate: "33.75",
                type: "full_time",
            },
            amount: "5670",
            date_paid: null,
        }
    ],
}

Reference

Contributor {
    name
    rates: [
        {
            type: 'hourly',
            amount: 25,
            units: 'USD'
        },
        {
            type: 'weekly',
            amount: 1000,
            units: 'USD'
        },
        {
            type: 'monthly',
            amount: 4000,
            units: 'USD'
        },
        {
            type: 'max_hours',
            amount: 50
        },
    ]
}

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary

https://www.interaction-design.org/literature/article/define-and-frame-your-design-challenge-by-creating-your-point-of-view-and-ask-how-might-we

Use https://github.com/setlife-network/setblocks as a reference implmentation

Skeleton Code

https://github.com/setlife-network/project-trinary/blob/develop/src/components/ProjectIssues.js

Design

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary?node-id=529%3A570

The project list page can be found in Figma, Development/Project Trinary, on the Home Page.

• Authenticate with Toggl API token
• Make the request to Detailed Report and group them into projects

Skeleton Code

https://github.com/setlife-network/project-trinary/blob/develop/src/pages/ClientsListPage.js
https://github.com/setlife-network/project-trinary/blob/develop/src/components/ClientTile.js

Design

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary?node-id=774%3A1278

The project detail page can be found in Figma, Development/Project Trinary, on the Home Page.

• Import/install node-stripe
• Set up credentials
• Test a sample function to confirm we can make requests successfully

Using the token, fetch the handle and check the Contributors table to see if it exists (use the githubHandle as a unique identifier)

• If it doesn't exist, create a new Contributor, do nothing otherwise

Should be able to run this query in the GraphQL console:

query {
    getProjectById(id: 1) {
        name,
        contributors {
            name
            githubUrl
        }
    }
}

https://www.apollographql.com/docs/apollo-server/

• githubHandle: String
• githubId: String

Do not allow duplicates of these columns

The add resource page can be found in Figma, Development/Project Trinary, on the Home Page.

Survey needs to highlight what clients do when they work with us(more specifics = better; what mediums do they use while working with us? What apps/services, how do they get in contact?), how they feel while doing so (are they frustrated? annoyed? content?), and what they are thinking when they go through these steps (maybe they wish there was a faster way to fulfill a task, or an easier way, or they might have in mind a better way of conducting these actions between parties).

The more specific information they provide the better we can improve the experience. Although, a super specific survey can be a turn-off to some individuals.

Force inputs of date type in the graphQL mutations have the format YYYY-MMM-DD

Consider whether recurring should be on the Rate or the Allocation?

Originally posted by @otech47 in https://github.com/setlife-network/project-trinary/issue_comments/706250295

• Consider a recurring_until_date that can be null

Change & replace MySQL credentials and use environment variables for security

Sensitive credentials committed to the repo in https://github.com/setlife-network/project-trinary/pull/28/files#diff-c55973af73a4f6f41f6b80cbcda6c4d3

moment.UTC()

• Show all projects in a list (depends on #7)
• Show details in the ClientInfo component
• Show a total of all payments?

• Obtain AWS credentials and add to the app as environment variables
• Set up the S3 bucket and upload the files
• Implement Node AWS SDK for downloading files from an S3 bucket
• Set up a GET endpoint to trigger the download + sync from #31

Skeleton Code

https://github.com/setlife-network/project-trinary/blob/develop/src/components/ProjectContributors.js

Design

https://www.figma.com/file/qgGWXmprU7vTv7guzWzvML/Project-Trinary?node-id=966%3A124

I created this issue since I already saw there was a design mock for such a page on the Figma.

• Stripe API
• Toggl API
• CSV reader (Use an Invoicely payments export in the Reports section as a sample to test)
• GitHub Issues API

https://www.nngroup.com/articles/ux-mapping-cheat-sheet/#:~:text=Experience%20Mapping,-Experience%20maps%20generalize&text=Definition%3A%20An%20experience%20map%20is,a%20specific%20business%20or%20product.

Empty state

• When there are 0 clients, the only thing that should show is an Add Client button
• After you add your first client, they appear in the list, and you can continue adding clients with the Add Client button
• When you click on a client in the list, then you go to the client detail page () which contains a project list (#7)

• MySQL or Firebase

• Mock design
• Implement React component(s)
• When the button is pressed, a function in the component should run and console.log any string

Create new OAuth app: https://github.com/organizations/setlife-network/settings/applications

Remove date_created at:

• Allocations
• Clients
• Contributors
  Sequelize creates a createdAt column automatically that can be used instead