How to link "matching" and "notification" workflow

[jonodrew]

Issue

The matching and notification workflows are currently completely separate.

User needs

• users can move directly from matching to notifying
• users can preview their matches
• users can download their matches without sending notifications

Out of scope

• users can preview their notification emails
• users can send follow-up emails

[jonodrew]

This supersedes #95 , although maybe the answer is the same?

[johnpeart]

I'd add one more user need:

• users can download their matches without sending notifications

(i.e. people might opt out)

Otherwise, yes, I think the answer is the same.

[jonodrew]

I think I'll implement previewing short-term as downloading, rather than trying to display it in the interface

[johnpeart]

One more thing has struck me that I thought I'd flag.

You'll recall that the system outputs 2 spreadsheets:

• mentees and their matches
• mentors and their matches

Each spreadsheet contains all of the participants, even if that participant has 0 matches.

When we notify people of their matches, they get one of 4 email templates:

• mentees with a match
• mentors with a match
• mentees without a match
• mentors without a match

You may recall we discussed that I would manually remove the 'no matches' people from the CSV files to create the 4 CSV inputs needed for each of the 4 separate templates. This was a fudge at the time, but only took a few seconds.

If we're automating the emails though, we need to go back and fix that problem; either by:

• sifting people with no matches and people with 1 or more matches into separate output files (i.e. 4 CSVs not 2), OR
• having the email system check each item in the two CSV files to then decide what template to send

As ever, sorry for creating you more headaches!

[johnpeart]

I think I'll implement previewing short-term as downloading, rather than trying to display it in the interface

We will probably need to pop up a warning (something like 'you've got 10 minutes to check your file before it's deleted from the system')?