convert to an epic

Add contact details (email, phone number and an optional extension) while creating an account

Feature: Run an email campaign for specific businesses

Run a campaign

Scenario: Run a campaign

GIVEN the database is already populated
WHEN a list, in CSV format, is provided
AND the campaign email markdown template is provided
AND the email campaign notebook is run
THEN and email is created and sent to the business
AND the database records that an AR email was sent, the datetime, and AR Year

All things test related

This epic tracks all the infra related tasks:

• Create repo
• #2
• #3
• #4
• #5
• #6
• #7
• #8

Determine API calls for:

• get list of Orgs for a logged in account
• create an account
• add a business
• affiliate a business

Do we need to alter Auth for affiliating businesses in Colin?

Sprint Goals

• Production testing
• Staff testing
• Test Data (working around really bad and outdated test data in Colin (CC, ULC from 2009))
• Pay listener for the new PubSub queues
• More tests
• integration tests
• e2e tests
• Reset the World
• Display Current Address & Directors for Business
• Activity reports

Stretch Goals

• Help text and docs
• Email Annual Report
• Common Layer: Address & Director display, slot for button to launch change
• PAD accounts

Notebook to reset test data:

• in the business-ar database (#180)
• in the colin database (#181)
• in sbc-auth (remove test accounts, users, assignments) (#182)
• update the test spreadsheet (#183)

future reset

• in the business database (OCP based) (#184)

Establish a process for SBC Regional Offices so they can support clients with the new AR filing

Today, they assist businesses with filing an AR.
Without access codes, we need to establish a new AR process.

Load a target business into the database.

GIVEN A list of target DBs is defined either in a CSV file
OR a date range of Founding Dates
OR a range of Business Identifiers
AND they are eligible to submit an Annual Report
WHEN the Jupyter Notebook is run
THEN the database is populated with unique business entries
AND a NanoID for the entry is created

• write letter
• schedule times with users, Janis and Andy

Use the new gcp-queue listeners to update payment information

Determine:

• Streamlit; or
• Notebook and Google Sheets

Track:

• Completed ARs
• Completed Accounts
• Abandoned ARs
• Abandoned Accounts

Need a way to start a new filing if the users account was deleted when filing has been started but not paid.

How should we handle the rare situation where a user has a filing in progress but not paid. Where between the time they start the filing and come back to complete it, their account was deleted. Currently I believe this will cause an error as we force the user to use the account associated with the in progress filing, making it impossible for them to complete the task.

I don't think this is likely to happen often but it's something to consider.

Feature Login / Start the Annual Report submission

Landing Page

Scenario: Come to the homepage

GIVEN The user was email a deep link
WHEN the link is clicked
THEN the NanoID is taken from the link
AND the homepage shows the publicly available business data

Login

Scenario: Login

GIVEN The user is on the homepage with a valid NanoID
WHEN the Logon Button is clickes
THEN the user is asked to complete the login using their BCSC
AND if successful, they navigate to the next page

Determine if the last AR date is available from an existing Colin API call

Update account flow to create initial roles, similar to how the flow is managed in sbc-auth today.

Do we allow a user to navigate back to the home page of the Annual Report site mid-flow?

What is the expected behaviour of selecting the 'Service BC Connect' link in the header?
What is the expected behaviour of selecting the 'Home' link in the footer?

Currently these both point to the home page of the Annual Report site, which causes a redirect to the 'Authorization Required' page, since there is no nanoid in the url.

Should we allow users to navigate back to the home page? Or should the 'home' links point back to the Registry site?

I could make the 'Service BC Connect' in the header be text only and remove the link and then the 'Home' in the footer can point to the Registry site.

I don't see the purpose of allowing a user to go back to the home page of the Annual Report site (given the structured flow of this app) as then I would have to save the current business nanoid, which would immediately either show the 'completed' state or redirect the user to the Annual Report form if the filing wasn't completed.