V2 Dev

[bbertucc]

1. Strip it down to the studs @azdak

Setting up equalify-dashboard, stripping out what isn't and using radix components from scratch:

• Audits (with and without data)
• Audit Builder Step 1
• Audit Builder Step 2
• Audit Builder Step 3
• Email summary
• Audit Details
  • General Page
  • View Options
  • Group By Page Results
  • Group By Issue Results
  • Group By Check Results
  • No grouping Results
  • Progress
  • Generate Ticket (with Markup editor)
• Pages
• Page Detail
• Logs
• Log Detail
• Upgrade Screen
• Account

2. Buildout Frontend Components and Layouts @bbertucc

Integrate styling

• Create layouts
• Add Style
• Accessibility Testing

3. Audit Refactor - @azdak

Audits Structuring

• Figure out DB Structure
• Add ability to Ignore item from audit
• Develop Audits Frontend
• Audit Details Frontend
  • General Page
  • View Options
  • Group By Page Results
  • Group By Issue Results
  • Group By Check Results
  • No grouping Results
  • Progress
  • Generate Ticket (with Markup editor)

Audit Builder

• Create the add/remove page functionality

Audit Progress

• Snapshot of progress everytime audit runs or items are ignored, and expose that

Scan Results Processing

• Fix way scan processor judges if something is equalified or not

Generate Ticket

• Process selected data into Markdown and log

Checks Feature

• Create API Integration with Scan to send data and process results
• Update scan so checks can be segmented
• Develop way to also run Editora11y checks
• Build Editora11y conversion into equalify-schema

4. Business Logic - @bbertucc

Scan Count Tracking

• Track number of scans
• relate accounts to packages in Stirpe
• integrate conditions (IE: What happens if someone is out of scans?)
• Hookup user account system to biz logic
• Hookup scan system to biz logic

Email System

Scheduled AWS function interacting with Campaign Monitor that:

• Send emails on scheduled time (daily, weekly, monthly).
• Summarize each audit data and send emails.

5. Multi-User - @bbertucc

Authentication

• Move around existing auth
• Allow multiple users per account

User Invitation

• Ability to add users to accounts
• Update in business logic, so billing changes when adding users
• Delete user functionality
• Make user owner functionality
• Restrict billing upgrades to owner.

6. Logging - @bbertucc

Build function that can take variables

Logging Feature

• Develop data architecture
• Integrate logging triggers throughout UX

In-App Notifications

• Create notification tray
• Add logic for displaying notifications.

Screenshot Checks Feature (Build this Last) - @azdak

• Build Infrastructure
• Handle API Endpoint
• Develop optional capture during scan
• Integrate into Biz systems as a premium feature.

[azdak]

Made enough changes to the above that I'm just including this as a separate comment:

[azdak]

Task List

1. Strip it down to the studs @azdak

Adapt or fork equalify-dashboard for v2 development.

(a) Architecture Updates

• Remove tailwind dependency for styling, replace with css-in-js system like themeui, chakraui, or pandacss
• Move to radix primitives for all core components
• Simplify fetching architecture
• Remove superflous libraries

(b) Stub new pages/information architecture

• Audits (listing page)
  • Audit Detail
• Audit Builder
• Page Listing
  • Page Detail
• Log Listing
  • Log Detail (Depending this may not be necessary- could probably be an expander on the log listing page)
• Upgrade Screen
• Account

Ensure auth passthrough works as expected on all pages/screens.
See demo for on-page functionality and details.

2. Audit Refactor - @azdak

(a) Audits Backend

• Figure out new DB structure for audits
  • Each audit contains:
    • Collection of Selected Pages
    • Collection of Selected Checks
    • Scan Frequency
    • Collection of Nodes returned from scan
    • Collection of Ignored Nodes
    • Count of Unequalified/Equalified Nodes
• Endpoints
  • Create
  • Delete
  • Updates
  • List
  • Single
  • etc

(b) Audit Processing

• Audits are run manually OR on fixed schedule
• Scan results data are ingested, and used to update nodes
• Update Equalified node count for Audit

(c) Audits Frontend

• Audit Listing Page (see demo for filters and functionality)
• Single Audit Page
• Audit Builder

(d) Generate Ticket

• Process selected Node into Markdown

3. Allow User-Selected Checks

• Audits store selection of checks
• Update scan so checks can be chosen by parameter
• New Checks: Editora11y
  • Add Editora11y to scan
  • Build Editora11y conversion into equalify-schema
• System for storing and sending selected checks should be extensible

4. Business Logic - @bbertucc

(a) Scan Count Tracking

• Track number of scans
• relate accounts to packages in Stripe
• integrate conditions (IE: What happens if someone is out of scans?)
• Hookup user account system to biz logic
• Hookup scan system to biz logic

(b) Email System

Scheduled AWS function interacting with Campaign Monitor that:

• Send emails on scheduled time (daily, weekly, monthly).
• Summarize each audit data and send emails.

5. Multi-User - @bbertucc

(a) Authentication

• Move around existing auth
• Allow multiple users per account

(b) User Invitation

• Ability to add users to accounts
• Update in business logic, so billing changes when adding users
• Delete user functionality
• Make user owner functionality
• Restrict billing upgrades to owner.

6. Logging - @bbertucc

Build function that can take variables

(a) Logging Feature

• Develop data architecture
• Integrate logging triggers throughout API

(b) In-App Notifications

• Create notification tray
• Add logic for displaying notifications.

7. Screenshot Checks Feature (Build this Last) - @azdak

• Build Infrastructure
• Handle API Endpoint
• Develop optional capture during scan
• Integrate into Biz systems as a premium feature.

Estimates

@azdak

(these are all a little ballpark)

Task	Subtask	Hours
1. Strip it down to studs
	Architecture Updates	12-16
	Stub new pages/IA	2-4
2. Audit Refactor
	Audits Backend	16-24
	Audit Processing	8
	Audits Frontend	16
	Generate Tickets	2-4
3. User-Selected Checks		16