alumni_lookup

Phase 2: Contributions

Champion Portal Development Phase 2

Estimated Effort: 6–8 weeks
Focus: Events, Stories, Mentorship, Giving, Moderation

Prerequisites: Phase 1 complete (Auth, Profile, Directory, Dashboard)

Related Documents:

Table of Contents

  1. Overview
  2. Sub-Phases
  3. Questions to Answer Before Starting
  4. Scope
  5. Definition of Success
  6. Tests to Create
  7. Documentation Updates

1. Overview

Phase 2 enables Champions to take action by submitting events, sharing stories, participating in mentorship, and accessing giving links. This phase also introduces the CLC approval workflow for content moderation.

After Phase 2, Champions can:

2. Sub-Phases

Phase 2 is divided into 4 sub-phases that can be implemented incrementally.

Sub-Phase Name Prompt Est. Time
2.1 Events Database & Submission “Implement Phase 2.1” 2–3 days
2.2 Events Approval Workflow “Implement Phase 2.2” 1–2 days
2.3 Stories & Mentorship “Implement Phase 2.3” 2–3 days
2.4 Giving Links & Dashboard Integration “Implement Phase 2.4” 1–2 days

Sub-Phase 2.1: Events Database & Submission

Goal: Champions can submit events with all necessary details.

Deliverables:

Acceptance Test:

  1. Champion logs in → navigates to “Submit an Event”
  2. Fills in event details (title, date, venue, description)
  3. Submits → event status is “pending_approval”
  4. Champion can see their submission in “My Submissions”

Sub-Phase 2.2: Events Approval Workflow

Goal: CLCs can review and approve/reject events in their region.

Deliverables:

Acceptance Test:

  1. Champion submits event in Nashville region
  2. Nashville CLC sees event in their approval queue
  3. CLC approves event → Champion receives notification
  4. Event appears in Nashville regional calendar
  5. CLC rejects another event with feedback → Champion sees reason

Sub-Phase 2.3: Stories & Mentorship

Goal: Champions can share stories and indicate mentorship availability.

Deliverables:

Acceptance Test:

  1. Champion submits a story with photo
  2. Engagement Team approves → story appears in Spotlight section
  3. Champion enables “Available for mentorship” in profile
  4. Another Champion searches directory filtering by “mentors” → finds first Champion

Sub-Phase 2.4: Giving Links & Dashboard Integration

Goal: Integrate giving links and update dashboard with new contribution features.

Deliverables:

Acceptance Test:

  1. Champion logs in → sees Quick Actions including “Give”
  2. Clicks “Give” → redirected to donation page (external)
  3. Dashboard shows upcoming regional events
  4. Dashboard shows featured story (if any approved)

3. Questions to Answer Before Starting

3.1 Already Resolved

Question Decision Source
CLC role structure Regional coordinators with elevated permissions README.md
Data ownership for events Champion-submitted, stored in cp_events DATA-ARCHITECTURE.md

3.2 Needs Resolution Before Starting (Tier 2)

Question Options Notes
Can Champions edit events after CLC approval? A) Yes B) No C) Limited time window UX vs content integrity
Should stories auto-publish or always require review? A) Auto-publish B) Always review C) Hybrid Risk vs speed
How detailed should budget requests be? A) Simple (Y/N) B) Detailed breakdown For events that need university resources
Self-service mentor matching vs facilitated? A) Self-service B) Facilitated C) Hybrid Phase 2 vs later

3.3 Needs Clarification from Stakeholders

Question Who Decides Impact
Event submission required fields Product/Engagement Form complexity
Story moderation turnaround Engagement Team User expectations
CLC training requirements Engagement Team Rollout timing
Giving link destinations Advancement External URLs

4. Scope

4.1 In Scope

Area Deliverables
Events Submission form, approval queue, calendar, notifications
Stories Submission form, image upload, approval, featured display
Mentorship Availability toggle, directory filter
Giving External links to donation pages
CLC Tools Regional approval queue, moderation actions
Dashboard Events section, stories section, updated quick actions

4.2 Out of Scope (Later Phases)

Feature Phase
Discussion boards Phase 3
Direct messaging Phase 4
Event RSVP tracking Phase 5
Mentor matching system Phase 5 (or separate project)

5. Definition of Success

5.1 Core Acceptance Criteria

Criterion Validation
Champion can submit event Form works, event saved with pending status
CLC can approve/reject events Approval queue functional, notifications sent
Approved events appear in calendar Calendar displays regional events
Champion can submit story Form works with image upload
Stories appear on dashboard when approved Featured stories section populated
Mentor toggle works Champions can mark themselves available
Directory filters by mentors Search returns only mentors when filtered
Giving links work External links navigate correctly

5.2 Success Metrics

Metric Target
Events submitted per month (pilot) 5+
Event approval turnaround <24 hours
Stories submitted per month (pilot) 3+
Champions marked as mentors 10+

6. Tests to Create

6.1 Model Tests

Model Test Cases
Cp::Event Valid factory, validation errors, status transitions, associations
Cp::Event Scopes: by region, by status, upcoming
Cp::Story Valid factory, image attachment, approval workflow

6.2 Controller Tests

Controller Test Cases
Cp::EventsController Create, update (own only), view approved, index by region
Cp::StoriesController Create, view approved, featured scope
Cp::Clc::ApprovalsController CLC can approve/reject, non-CLC cannot access

6.3 Feature/Integration Tests

Feature Test Cases
Event submission flow Submit → pending → CLC approves → appears in calendar
Story submission flow Submit → pending → Staff approves → appears in spotlight
Mentor toggle Enable → searchable → disable → not searchable

6.4 Permissions Tests

Scenario Expected Behavior
Champion submits event outside their region Allowed (but assigned to their region)
CLC approves event in different region Rejected (403)
Champion edits another’s event Rejected (403)

7. Documentation Updates

After completing Phase 2, update:

Document Changes
../README.md Mark Phase 2 complete
../development/DECISIONS.md Record Tier 2 decisions made
CLC Training Guide Create for CLC onboarding
Champion User Guide Add events, stories, mentorship sections