sfdo-community / grantguides_f1 Goto Github PK

OVERVIEW
Investigate possible use of merge fields in content block to pull data from related parent records such as Grant App->Section

ACCEPTANCE CRITERIA
User must enter correct merge field API Name
Must highlight merge field and use Remove formatting on rich text editor toolbar to remove extra tags inside merge delimiters

OUT OF SCOPE

BACKGROUND/REFERENCE
Text blocks are rich text fields and merge fields are not supported from platform as in Flows, VFP or formulas.
There is interesting blog on topic using Flows as workaround https://forcepanda.wordpress.com/2020/02/11/workaround-for-merge-fields-in-standard-rich-text-component/

Rich text inserts extra tags inside merge brackets {!Section_Name__c}

OVERVIEW
Add a rich text field to content block to track source/referenced data related to any facts in the content -- give the user a way to track original source or reference materials related to the content where there was some analysis done to produce facts/stats or link to source materials. Ideally also copy this data when a content block is used in a grant so that it tracks the original 'source' data used in that grant.

ACCEPTANCE CRITERIA
* One or more fields to store data
* UI to edit/maintain content
* Extend 'Add block' functionality to copy field to grant

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

In the section metadata area - the date should also include the day

https://salesforce.quip.com/JKMnAsPUEeDd

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

User story: As a Grant Writer I want to clone an existing grant application with metadata from a different org and it automatically replaces that data...

-> Add to top of page (not within sections) - add a copy/past function

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
When user try to reorder any sections in editor on confirming the edit the error, but changes are saved and after refresh reload new order is preserved.
Appears lightning JS error coming from ggwOrderSections LWC

ACCEPTANCE CRITERIA
User can safely reorder sections no error

OUT OF SCOPE

BACKGROUND/REFERENCE
Additional info error maybe related to ShowToastEvent with some error thrown detected without actual Error object

OVERVIEW

• When completing the installation, an error appears when the Dashboards "logged in as user" is maxed out for the org. See reference notes below.
• Resolved by creating a report on Dashboards to remove all "Logged-In users" from Dashboards, but this wouldn't be practical for a production org install. Solution documentation: https://help.salesforce.com/s/articleView?id=000385369&type=1

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

Error Email Text: If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information.

User: Mary Crozier (0054N000004dc4f)
Package: Grants Content Kit (04t8a000000qq3s)

Problem:

1. (GGWDashboards/dIAyJGBaPECLHDcWsALcUqZEvVKDKJ) You reached the limit for dashboards run as the logged-in user.
   GGWDashboards/dIAyJGBaPECLHDcWsALcUqZEvVKDKJ: You reached the limit for dashboards run as the logged-in user.

On the Selected Item object, the 2nd field down on the page layout is labeled GGW and should be updated to GCK before submitting for Security review.

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

A preview function (maybe that’s just leveraging the HTML) or like Igor suggested, the preview would have a copy button next to each section.

https://salesforce.quip.com/JKMnAsPUEeDd


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
As a Grant writer I need ability to toggle Edit mode on/off on Grant Editor enable rich text editor and switch ti read

ACCEPTANCE CRITERIA
Click on Edit button to enable Rich text editor to ON. Switch editor off to read mode by click on same button
Toggle action
OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

Be able to clone an existing grant application to use with another grant

https://salesforce.quip.com/JKMnAsPUEeDd


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
As Spring 23' SFDX requires command for creating test data in dev scratch org environments.
ACCEPTANCE CRITERIA
Create dev scratch org environments with test data.
OUT OF SCOPE

BACKGROUND/REFERENCE
Issue came up while during CCI testing.

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

When I upload an image, I get a strange modal - can we eliminate this modal?

https://salesforce.quip.com/JKMnAsPUEeDd


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

Logo field at the top of the Grant Editor screen cannot be removed or turned off - would like to replace it or remove it as an option


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

Add Filter for the Topic/tagging in Content Blocks


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
There are several developer scripts created with sfdx that is now deprecated.
Convert all these commands where possible to new sf CLI commands

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

Resolve FLS/CRUD

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW


The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

Tab is created for Grant Preview Word - but the page is empty

https://salesforce.quip.com/JKMnAsPUEeDd



ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

The Topics related object is missing from the right side of the Content Block record page.

While deploy to full org current repo has these issues in metadata that needs to be removed from package

Reports and Dashboard Folders are shared to specific user ID that only for scratch but will never exists on other target org as this examples

Dashboard Folder
[email protected]


Manage
[email protected]
User


Report or Folder


Manage
[email protected]
User


Home page layout has unknown item standard-Tags need to remove that



App Menue - need to remove from repo it not required for any org.

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

Users would like a Save/Cancel for each section once that section is in edit mode.


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

On the Selected Item object, the 2nd field down on the page layout is labeled GGW and should be updated to GCK before submitting for Security review.

OVERVIEW
UI Enhancement - The Grant Editor tab right next to the first tab makes selecting which grant to edit confusing.

Along with that thought, having the Applications In Progress component higher on the left and moving the Grant launch wizard to the right above the donut chart might help with the confusion.

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
UI Enhancement - Page layout updates
- Chatter should be enabled and included in the page layout of the grant record.
- Add Path for Status
- We were not able to add the Topics to the page layout in the trial

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
Current initialize sample data inserts Sections, this feature to add related text content blocks as sample data to initialize new package install.

ACCEPTANCE CRITERIA
As part of new install data is initialized with set of sections and related text content blocks.

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

When viewing the list of available Blocks for a section, the text is all centered - which doesn't accurately reflect the alignment.

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
The items below were listed at the Chicago sprint as UI enhancements that were important for nonprofit users.

1. Remove completed from the pie chart on the homepage = unnecessary
2. ChatGPT copy is cut off before/during the return after only about six sentences or less
3. Topics are enabled for all objects from the start
4. From the grant editor page have recent list for quick access - don't want to have to go to the home page
5. Status “Progress” should be “In progress”
6. “Declined” status to be related to an approval process - not related to a foundation's approval or denial of the grant.
7. Import (and other unrelated) buttons on Grant Applications tab should be removed
8. Include a Path (status bar) at top of page layout

https://salesforce.quip.com/JKMnAsPUEeDd

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

Related to Issue #44 with updates in PR

OVERVIEW
POC use of GPT models to assist in creation of grant text components (text blocks) for purpose statement or project plan as examples.

ACCEPTANCE CRITERIA
Add Named Credential for secure authentication for OpenAI API Key
Apex utility classes to support API calls and parsing the request/response data
LWC UI Component that allows entry prompt to generate requests and render results.
There may be multiple option results rendered where use needs to select one to use in targeted Grant text block
Initial Models choices: text-davinci-003 or gpt-3.5-turbo

OUT OF SCOPE
Full scale GPT model integration and tuning of models

BACKGROUND/REFERENCE
Use of OpenAI APIs and response data structures

OVERVIEW
APEX, LWC code update to more recent API version 58.0 (Summer '23) release

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

ACCEPTANCE CRITERIA

1. Validate incoming contributions with a feature github action to deploy and run apex tests.
2. Generate a Beta Package Version
3. Generate release notes.

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:
https://salesforce.quip.com/JKMnAsPUEeDd

When adding a new section, on submit, after the new section is added, remove the custom Section Name that was manually added to the New field - otherwise, it looks like you still need to add it.


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

Reorder delay /the visualized order numbers are not updated immediately = bugs fixed

https://salesforce.quip.com/JKMnAsPUEeDd

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
Choose a Grant application to work on in the editor. Feature to switch existing Grants directly in same page

ACCEPTANCE CRITERIA
User can see the list of available Grants and can select a grant application in the editor, switching active Grant.

OUT OF SCOPE

BACKGROUND/REFERENCE
Simple solution may be to adda dropdown list on Editor page with available grants and let user choose and switch grants. This maybe bad UX if ORG has many grants list will be large and require some filters. Search as Modal dialog where to search and filter what grant to use.

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

Button update - Add copy button to blocks

https://salesforce.quip.com/JKMnAsPUEeDd






ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
Grants is thought to be started or created as Opportunity for some funding collection with amount and other details.
Add Opportunity lookup field to Grants Application record
Create Formula fields cross object to bring related information to Grant App
Account Name
Amount

ACCEPTANCE CRITERIA
View Opportunity and related data because Grant does not exist in a vacuum

OUT OF SCOPE
Create new Opportunity from Grant
Automate Opportunity creation

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

Be able to see the Account preview to confirm it's the correct account

https://salesforce.quip.com/JKMnAsPUEeDd


ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
This is a UI Enhancement request.
Working with a grant writer it was suggested that typically the Goals and Objectives section would come before the Plan of Action.

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW
Once submitted the grant record content should be ale to be locked

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

OVERVIEW

The following is from a list from the Chicago Sprint on Improvements that the group felt would be important to users:

**The actually word count is undercounting by 1 **

https://salesforce.quip.com/JKMnAsPUEeDd



ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

To pass record context and parameters from Lightning to Visual Force requires keeping a state of current Grant record.
Lightning for security reasons (CROSS-SITE scripting attacks) do not allow any parameter passed to Visual Force because VFP is on different domain from LEX.

This reason launching preview tab with PDF view require a workaround - a state record/object.
We create a single grant state record per user-grant keeping current Grant to initialize preview page when navigating from Grant editor LWC->Preview VisualForce crossing site boundary.
As user changes to work on any new grant state record is updated with new Grant app ID.

This solution leads to limit of user can export only current grant and not able to simultaneously work on many Grants on many tabs/browsers and expect preview/export to work for all.
Only the current active Grant can export.

There are no current other fixes for this limitation in Lightning Salesforce.

OVERVIEW
In order to find the right content block to use in your grant proposal, as a grant writer, i need the ability to search for a content block.
ACCEPTANCE CRITERIA
Users should be able to search for content blocks with key words included in the content block (this appears to be standard functionality in the search bar)
Users can search for a specific content block from within the section - In the POC, the user would be editing a grant, they'd select the + in a section and from there be able to search content blocks

OUT OF SCOPE

BACKGROUND/REFERENCE