AG Portal Client Select Listing

Summary
Client
AGuardAGuard
Assigned To
Eli WeldonSolomon Wood
Status
Completed
Start & Finish Date
May 17, 2024
Needs Review

Goals & Deliverables

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Goal #1

Ability to view Multiple Insurance Applications.

At the time of login, the system will check if the user has multiple records or not by its email or phone. if it has then user will see the box on the dashboard with the details of the application with Date started and when click on the box, will be switch to that record by its record id.

When they click on Continue Application they will see all applications that match their email and not just the row.

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

Tasklist - Research / Outline / Client Question

Tasklist - Final

  • Create a function to find out the multiple record in the table by email or phone. (1.5 hour)
  • Set is so that when continue application view is loaded all forms that match the logged in email are loaded (1 hour)
  • Create UI for showing the box in user dashboard (1 hour)
  • Ability to switch the records or application via record id ( 1.5 hours)
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  • Testing and review (.5 hours)

Total : 4.5-7.5 hours

Parent Plugin (OWCP)

class-login.php

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  1. find_record now returns all record(s) associated with the email or phone inputted by the user
    1. Child plugins can now view all records that associate with the entered email or sms, if they wish
  2. Code that uses find_record in the parent plugin was updated to account for this
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  1. Addition of get_logged_in_with() that returns the either “sms” or “email”, depending on what the user used to log in with
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Child Plugin (OWCP_AG)

owcp_ag.php

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  1. Addition of owcp_ag_get_records() that returns any adjacent record that exists with the same login info

dashboard.php

  1. New call to owcp_ag_get_records() and conditional rendering of a selection drop down menu that will allow the user to navigate to different records that belong to them, via redirecting to the new url
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page-location-list.php

  1. Redesigned the way this loads
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  1. Where display_location.php contains the existing code to load all locations/applications based on a uid, depending on the amount of records present, it will render multiple UIDs at once