PACTT Volunteer Management

Open Tasks (6)

• ENH: Bulk-import Kathy's Recurring Visits spreadsheet

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• ENH: Communications — Automated Reminder Emails

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• ENH: Front-facing Facility Intake Form

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• ENH: Handler self-confirms AND self-creates visits

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• ENH: Quick-entry for visit logging?

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• ENH: Trading cards — handler self-service + edit workflow

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Next Actions (39)

• Kathy reviews + resolves the 10 flagged series in-app

  ENH: Bulk-import Kathy's Recurring Visits spreadsheet

• Edit-event sheet doesn't yet expose `MONTHLY_BY_WEEKDAY` pattern (only the create form does) — small follow-up

  ENH: Bulk-import Kathy's Recurring Visits spreadsheet

• Two open questions from top of Kathy's spreadsheet, deferred to next conversation:

  ENH: Bulk-import Kathy's Recurring Visits spreadsheet

• Visit reminder: automated email 3 days before a scheduled visit event (once event is CONFIRMED and team is assigned)

  ENH: Communications — Automated Reminder Emails

• Cert expiry: email X days before expiry with options to book a recert session

  ENH: Communications — Automated Reminder Emails

• Cert reminder: email before scheduled cert/recert date

  ENH: Communications — Automated Reminder Emails

• Final cert reminder: email 2-3 days before scheduled cert date

  ENH: Communications — Automated Reminder Emails

• Training reminder: email to handlers in practice stage (onboarding pipeline)

  ENH: Communications — Automated Reminder Emails

• Build email scheduling/queue system or cron-based trigger (depends on how HubSpot API is wired)

  ENH: Communications — Automated Reminder Emails

• Admin UI to configure reminder timing (days before) and toggle on/off per type

  ENH: Communications — Automated Reminder Emails

• All stubs: log to console + store in MessageLog with PENDING status until HubSpot API available

  ENH: Communications — Automated Reminder Emails

• Specific reminder-template copy still to be authored in-app by Kathy/Molly (system supports it now):

  ENH: Communications — Automated Reminder Emails

• Confirm hosting/auth scope with Casey before building

  ENH: Front-facing Facility Intake Form

• Field list confirmed with Kathy

  ENH: Front-facing Facility Intake Form

• Public route added with Cloudflare Access exception

  ENH: Front-facing Facility Intake Form

• Submissions create `Site` records with a `PENDING_REVIEW` status flag (or a separate `FacilityIntake` model — decide schema)

  ENH: Front-facing Facility Intake Form

• In-app "Pending facility submissions" queue with approve/reject actions

  ENH: Front-facing Facility Intake Form

• Submission confirmation email to the requester

  ENH: Front-facing Facility Intake Form

• Anti-spam: at minimum a honeypot field; consider Cloudflare Turnstile if abuse appears

  ENH: Front-facing Facility Intake Form

• Pick Phase 2 auth approach with Casey (magic-link via Resend, Cloudflare Access self-serve, NextAuth + email provider, etc.)

  ENH: Handler self-confirms AND self-creates visits

• Build handler-scoped session middleware

  ENH: Handler self-confirms AND self-creates visits

• Handler dashboard view (mobile-friendly — PWA)

  ENH: Handler self-confirms AND self-creates visits

• "Confirm visit" action on assigned planned-visit cards → creates HoursLog entry pre-filled with handler+dog+facility+date

  ENH: Handler self-confirms AND self-creates visits

• NEW: "Submit new visit" action where the handler creates a HoursLog entry from scratch (facility + date + dog + duration) — goes into a `pending_approval` queue for Kathy

  ENH: Handler self-confirms AND self-creates visits

• NEW: Admin view: pending-visit approval queue with one-click approve / reject (rejection asks for reason)

  ENH: Handler self-confirms AND self-creates visits

• Editable visit-detail fields (actual duration, notes) before final submit

  ENH: Handler self-confirms AND self-creates visits

• Kathy can still mark a visit confirmed on the handler's behalf

  ENH: Handler self-confirms AND self-creates visits

• Ask Kathy in next session: what is the current pain point on the hours-log entry sheet? Too many fields? Too slow? Too many clicks per entry?

  ENH: Quick-entry for visit logging?

• Time her doing a batch of 10 entries on the current flow, identify friction

  ENH: Quick-entry for visit logging?

• If a "quick entry" is wanted, scope: maybe a single-row inline form at the top of the hours-log table with sensible defaults (today, last-used facility, last-used team)

  ENH: Quick-entry for visit logging?

• Add `currentCardImageUrl` field to Team (or to Handler — decide which is canonical; trading cards are per-team in the existing model)

  ENH: Trading cards — handler self-service + edit workflow

• Render current card image on team detail / handler detail when present

  ENH: Trading cards — handler self-service + edit workflow

• Card edit-request form: image upload + text fields + free-form notes

  ENH: Trading cards — handler self-service + edit workflow

• `CardEditRequest` model with status enum (PENDING, IN_DESIGN, PRINTED, RECEIVED, CANCELLED)

  ENH: Trading cards — handler self-service + edit workflow

• Notification stub: log who would be emailed; wire to HubSpot / Resend once email delivery is resolved

  ENH: Trading cards — handler self-service + edit workflow

• Admin queue page for card edit requests with status transitions

  ENH: Trading cards — handler self-service + edit workflow

• Handler profile page shows current card image

  ENH: Trading cards — handler self-service + edit workflow

• "Request restock" button → flips needs-restock flag

  ENH: Trading cards — handler self-service + edit workflow

• "Request card edit" → opens same form admin uses

  ENH: Trading cards — handler self-service + edit workflow

Hours

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