LBR Portal Migration

Summary

Client

LBR

Assigned To

Eli Weldon

Balkishan Natani

Status

In Progress

Start & Finish Date

Needs Review

Project Resources

For @Balkishan Natani :

First watch this video and then watch this video (second part)
After that the information below will make sense for you to walk through and demo, please go through it
Finally after going through and understanding the setup and what needs to be done go through the deliverables outlined in Goal #1 on this project and create a final task list and time to complete any deliverables that aren’t assigned to (eli) (we estimate about 20 hours)

Information for New version of portal demo

https://hepworthstage1.wpengine.com/portal/

Airtable for live demo can be seen here with you email entered as a contact which is what allowed you to login

Repo’s:

Parent plugin repo: contains the core login funtionality, auth, and fetching data from airtable

Child plugin repo: contains the pages that have specific things related to hepworthand associates. View the live demo pages and reference back the files in the pages folder to understand this

Old version of portal (currently has lenbuschroses on it)

https://www.lenbuschroses.com/portal

Clients - LBR Google sheet which is the current database

Repo: len-busch-roses this simply is a child plugin in the theme folder where we added the page template code to create the portal directly

Goal: Need to migrate the lenbuschroses to the new version of the portal. Migrate their google sheet to an airtable base and then create a new child plugin for them with their 2 pages that currently exist. Login, auth, and fetching airtable record data is already setup in the parent plugin.

Project Outline

Project Planning Task-list

Go through

For each Goal outlined turn it individual item in

Problems, Goals, & Summary

What are the problems we hope to solve with this project?

Need to migrate portal from Google Sheets to updated Airtable CRM

What are the Goals to create in order to solve the problems?

Migrated backend auth to updated portal plugin
Setup CRM functionality for airtable

Based on the problems and goals summarize what the project hopes to accomplish:

Goals & Deliverables

#1 - Migrated backend auth to updated portal plugin

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

Tasks , add task details

Deliverables

Create new Airtable base called Clients - LBR that has all the fields and values of Clients - LBR
Pull LenBuschRoses into local and install owc_portal plugin and create new owcp_lbr plugin and repo
Setup activation function that saves airtable base and auth0 values similar to owcpHL_on_plugin_activate function here
Get login working with created airtable base
Register 2 pages matching current lbr portal pages similar to owcpHL_add_pages function here
Setup Steps To Engage to have conditional function that only shows when logged in user has Account # set
Migrate all content in page-academy.php into new portal page
Migrate all content in page-academy-steps.php into the new conditional portal page
Add all css in current style.css into new file that is added to the new style.scss, get page content to match (except header)
(eli) Setup Airtable + GravityForms add-on for profile form
(eli) Migrate all zaps in the LBR folder to airtable away from sheets

Tasklist - Research / Outline / Client Question

Need to check the code base and site for more details about the site.

Tasklist - Final

Create new Airtable base called client. according to google sheets data.
Initial setup for the project LenBuschRose into local and owc plugin.
Setup activation function that save to Airtable base.
Integrate created Airtable base to work with login functionality created.
Register two pages matching current lbr portal.
Migrate all content in page-academy.php.
Migrate all content in page-academy-steps.php.
Create new file for style sheet and add all css content in it.

#2 - Setup CRM functionality for airtable