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Add the capability for banks to enter requests on behalf of partners #4916

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cielf opened this issue Jan 5, 2025 · 0 comments
Open
2 tasks

Add the capability for banks to enter requests on behalf of partners #4916

cielf opened this issue Jan 5, 2025 · 0 comments
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@cielf
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cielf commented Jan 5, 2025

Summary

Add a capability for banks to enter requests on behalf of their partners

Why?

This lets banks keep a record of requests that come in through other channels than the app. Adds capability to report for grant-writing purposes

Details

We can currently see the current requests from partners by signing in as [email protected] and clicking Requests
Add a button for "New Quantity Request" there

This will bring up a select partner screen, showing the partners for that bank. Once the partner is selected, we will bring up the same screen that the partner uses for requests, with the partner name clearly at the top. It will definitely require changes to the controller and views to allow using the provided partner instead of the currently logged in partner. The controller should only accept partners that belong to the current organization.

Add the partner name to the confirmation screen,

When creating the request, the current user should be put in as the partner user. Check all uses of request partner user to see if there are any unanticipated side effects. [We anticipate renaming the field in a future issue.]

An email will be sent to the partner when the request is saved. This email will go to the partner, and the person who entered the request (as it does now?) The email should say who entered the request (this is new).

We consider this a "high intermediate" task -- there may be gotchas.

Criteria for completion

  • Behaviour as described above
  • tests to confirm that behaviour
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