From 82fd5a2db840ba9a51a7d6c62de57565a2e44101 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Fri, 12 Apr 2024 22:59:45 -0400 Subject: [PATCH] Sandata templates for the sign up form. Removed a few test scripts I don't need anymore. Created an Acatble dir. --- Assorted_Notes/incorrect_renewaldates_gong.md | 2 +- .../Actabl/_training_session_cta.html.liquid | 61 +++ .../_cards_training_event.html.liquid | 6 +- .../Artera_prod/_head.html.liquid | 4 +- .../Artera_prod/_header_minimal.html.liquid | 6 +- .../Artera_prod/auth_url_email.html.liquid | 67 ++- .../Artera_prod/sign_up.html.liquid | 73 +++ .../Sandata Learn/_header.html.liquid | 26 +- ...gn_up_follow_up_roles_dropdown.html.liquid | 14 + ...n_up_follow_up_states_dropdown.html.liquid | 30 ++ .../Sandata Learn/_sub_navigation.html.liquid | 16 +- .../Sandata Learn/homepage.html.liquid | 12 +- .../sign-up-follow-up.html.liquid | 487 ++++++++++++++++++ .../Sandata Learn/styles.css.liquid | 14 + Custom_Templates/customer_templates/test.html | 4 - Custom_Templates/customer_templates/test.py | 0 CustomerNotes/Chubb/Chubb.md | 15 +- CustomerNotes/Papa/Papa.md | 4 + GainsightCS-to-memorize.md | 2 +- Randomnotes.md | 4 +- Scripts/API_Tests/addtogroup_fromcsv.py | 2 +- Scripts/API_Tests/antho-knowledgestate-fix.py | 2 +- Scripts/API_Tests/find_completed.py | 2 +- Scripts/API_Tests/talkspace_google_api.js | 2 +- Todos.md | 11 +- 25 files changed, 805 insertions(+), 61 deletions(-) create mode 100644 Custom_Templates/customer_templates/Actabl/_training_session_cta.html.liquid create mode 100644 Custom_Templates/customer_templates/Artera_prod/sign_up.html.liquid create mode 100644 Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid create mode 100644 Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_states_dropdown.html.liquid create mode 100644 Custom_Templates/customer_templates/Sandata Learn/sign-up-follow-up.html.liquid delete mode 100644 Custom_Templates/customer_templates/test.html delete mode 100644 Custom_Templates/customer_templates/test.py diff --git a/Assorted_Notes/incorrect_renewaldates_gong.md b/Assorted_Notes/incorrect_renewaldates_gong.md index a37a4635..bc0fa978 100644 --- a/Assorted_Notes/incorrect_renewaldates_gong.md +++ b/Assorted_Notes/incorrect_renewaldates_gong.md @@ -2,5 +2,5 @@ | Company | Gong Renewal | Actual Renewal | Submitted to Gong Feedback? | |---------------- | --------------- | --------------- | ------------------ | | Walmart | 1/1/2026 | 4/07/25 | Yes, 09/01/2023 | -| | | | | +| | | | diff --git a/Custom_Templates/customer_templates/Actabl/_training_session_cta.html.liquid b/Custom_Templates/customer_templates/Actabl/_training_session_cta.html.liquid new file mode 100644 index 00000000..48eb80c7 --- /dev/null +++ b/Custom_Templates/customer_templates/Actabl/_training_session_cta.html.liquid @@ -0,0 +1,61 @@ +{% if training_session.approved? %} +
+ + {% t .registered %} +
+{% elsif training_session.pending? %} +
+ {% t .pending %} +
+{% elsif training_session.denied? %} +
+ {% t .denied %} +
+{% elsif training_session.too_late? %} +
+ {% t .too_late %} +
+{% elsif training_session.no_seats? %} +
+ {% t .no_seats %} +
+{% endif %} +
+
+ {% if training_session.session_url != "" %} + + + {% else %} +
+ {% form_authenticity_token %} + + {% if training_session.internal? and training_session.approved? %} + {% if features.training_events_google_calendar? %} + {% include "training_session_calendars" %} + + {% else %} + + {% endif %} + + + {% endif %} + + {% if training_session.not_registered? %} + + {% endif %} +
+ {% endif %} + +
+
diff --git a/Custom_Templates/customer_templates/Anthology - Production/_cards_training_event.html.liquid b/Custom_Templates/customer_templates/Anthology - Production/_cards_training_event.html.liquid index 0797b783..3fc91efb 100644 --- a/Custom_Templates/customer_templates/Anthology - Production/_cards_training_event.html.liquid +++ b/Custom_Templates/customer_templates/Anthology - Production/_cards_training_event.html.liquid @@ -30,8 +30,12 @@
- + + {% if training_event.sessions.size > 1 %} + Multiple Sessions + {% else %} {% t .sessions, count: training_event.sessions.size %} + {% endif %} + \ No newline at end of file + diff --git a/Custom_Templates/customer_templates/Artera_prod/_header_minimal.html.liquid b/Custom_Templates/customer_templates/Artera_prod/_header_minimal.html.liquid index 1a607874..49e165de 100644 --- a/Custom_Templates/customer_templates/Artera_prod/_header_minimal.html.liquid +++ b/Custom_Templates/customer_templates/Artera_prod/_header_minimal.html.liquid @@ -16,11 +16,11 @@ {% include "messages" %} - -{%comment%} -{%endcomment%}
{% include "header_minimal" %} @@ -12,19 +8,10 @@ {% t shared.welcome_to_school, school_name: current_school.name %}
- Check out the video below for a quick tour of Artera Academy.
Then, enter your first name, last name, and your work email address below to get started. + {% t .headline, key: current_school.course_vocabulary %}
- - {%comment%}
 
{%endcomment%} -
-
- -
-
-
-
-
-
-
+
+ + diff --git a/Custom_Templates/customer_templates/Artera_prod/sign_up.html.liquid b/Custom_Templates/customer_templates/Artera_prod/sign_up.html.liquid new file mode 100644 index 00000000..5deef130 --- /dev/null +++ b/Custom_Templates/customer_templates/Artera_prod/sign_up.html.liquid @@ -0,0 +1,73 @@ +
+
+ {% include "header_minimal" %} +
+
+
{% t .create_account %}
+ {% form_authenticity_token %} +
+
+ + +
+
+ + +
+
+
+ + +

Company Email

+
+
+ + +
+ + + {% t .terms %} + + {% t .terms_link %} + + +
+
+
+
diff --git a/Custom_Templates/customer_templates/Sandata Learn/_header.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/_header.html.liquid index 17618eb5..355090ec 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/_header.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/_header.html.liquid @@ -150,13 +150,15 @@ {% for website_navigation in navigations.header_navigations %} - - {{ website_navigation.name }} - + {% unless website_navigation.name == 'Home' %} + + {{ website_navigation.name }} + + {% endunless %} {% endfor %}
{% unless current_school.sso_active? %} @@ -178,3 +180,13 @@ {% include "messages" %} + +{% if current_person.signed_in? %} + {% unless current_person.properties.successfully_completed_secondary_registration %} + + {% endunless %} +{% endif %} \ No newline at end of file diff --git a/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid new file mode 100644 index 00000000..4aba7d32 --- /dev/null +++ b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_roles_dropdown.html.liquid @@ -0,0 +1,14 @@ + diff --git a/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_states_dropdown.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_states_dropdown.html.liquid new file mode 100644 index 00000000..0a3afa7c --- /dev/null +++ b/Custom_Templates/customer_templates/Sandata Learn/_sign_up_follow_up_states_dropdown.html.liquid @@ -0,0 +1,30 @@ + diff --git a/Custom_Templates/customer_templates/Sandata Learn/_sub_navigation.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/_sub_navigation.html.liquid index b432c10b..1dc5e130 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/_sub_navigation.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/_sub_navigation.html.liquid @@ -1,13 +1,15 @@ diff --git a/Custom_Templates/customer_templates/Sandata Learn/homepage.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/homepage.html.liquid index eaa49d4d..327d5cdd 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/homepage.html.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/homepage.html.liquid @@ -1,4 +1,7 @@ -{% include "header" %} + +{% comment %} {% include "header" %} {% include "course_version_outdated_alert", courses: courses.featured %}
@@ -13,11 +16,6 @@
{{ homepage.subheadline }}
- {% comment %} - - {% t .discover %} - - {% endcomment %}
{% include "sub_navigation" %} @@ -51,4 +49,4 @@ {% endif %}
-{% include "footer" %} +{% include "footer" %} {% endcomment %} diff --git a/Custom_Templates/customer_templates/Sandata Learn/sign-up-follow-up.html.liquid b/Custom_Templates/customer_templates/Sandata Learn/sign-up-follow-up.html.liquid new file mode 100644 index 00000000..a8e021e3 --- /dev/null +++ b/Custom_Templates/customer_templates/Sandata Learn/sign-up-follow-up.html.liquid @@ -0,0 +1,487 @@ +{% comment %} {% assign groupValidator = false %} +{% for group in current_person.groups %} + {% if group %} + {% assign groupValidator = true %} + {% endif %} +{% endfor %} + +{% if current_person.signed_in? %} + {% if groupValidator == true %} + + {% endif %} +{% endif %} {% endcomment %} + +
+
+ {% include "header_minimal" %} +
+
+ + + + + + + + {% comment %}

Role:

{% endcomment %} + {% include "sign_up_follow_up_roles_dropdown" %} + + {% comment %}

State:

{% endcomment %} + {% include "sign_up_follow_up_states_dropdown" %} + + + + {% comment %} {% endcomment %} + + + + + {% comment %} {% endcomment %} + +
+
+
+
+ + + + diff --git a/Custom_Templates/customer_templates/Sandata Learn/styles.css.liquid b/Custom_Templates/customer_templates/Sandata Learn/styles.css.liquid index 7386f452..cd081c8b 100644 --- a/Custom_Templates/customer_templates/Sandata Learn/styles.css.liquid +++ b/Custom_Templates/customer_templates/Sandata Learn/styles.css.liquid @@ -9,3 +9,17 @@ {{ color_palette.header_font_hover_color }} {{ color_palette.header_color }} */ + + +@media screen and (min-width: 768px){ + header{ + background: url(https://s3.amazonaws.com/static.northpass.com/sandata/sandataBanner.jpg) !important; + background-color: #fff !important; + background-position: center !important; + background-repeat: no-repeat !important; + } + + .np-box-header{ + background: #FFF !important; + } +} \ No newline at end of file diff --git a/Custom_Templates/customer_templates/test.html b/Custom_Templates/customer_templates/test.html deleted file mode 100644 index e0654fa4..00000000 --- a/Custom_Templates/customer_templates/test.html +++ /dev/null @@ -1,4 +0,0 @@ - - - -
diff --git a/Custom_Templates/customer_templates/test.py b/Custom_Templates/customer_templates/test.py deleted file mode 100644 index e69de29b..00000000 diff --git a/CustomerNotes/Chubb/Chubb.md b/CustomerNotes/Chubb/Chubb.md index b1e8e639..21aaec6a 100644 --- a/CustomerNotes/Chubb/Chubb.md +++ b/CustomerNotes/Chubb/Chubb.md @@ -30,7 +30,7 @@ Catalog page: Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290` TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible? -Learning path strings together )completion page button) +Learning path strings together (completion page button) custom learning path button end of course screen ## 02/15/2024 @@ -116,3 +116,16 @@ Steve question about SSO: ## 4/4/2024 SSO - Not live yet, but working! Tuesday 4/9 ideal go-live date. End of Day, close of business around 5pm-ish EST. + +## 4/11/2024 + +New SSO go live date - Friday morning 4/12. Around 5am +Small update on their end. +Steve to update Auth settings and Norm/Charlie to update super admin `openid_azure` shared accounts type +Upper limit of all Agents provisioned under SSO is ~35k. "All Agent Comms" is around that number. +FYI and any collateral for Steve: + * Chubb's North America CMO wants to leverage CE data for leads + * Meeting with Kim & Steve's manager for that convo + * Meeting is on Monday with CMO. + * Steve is trying to steer the direction of not putting marketing assets into CE + * Educational value add only. Agents will be able to tell what is authentic ed materials and what's marketing. diff --git a/CustomerNotes/Papa/Papa.md b/CustomerNotes/Papa/Papa.md index 9473bc97..2a55f403 100644 --- a/CustomerNotes/Papa/Papa.md +++ b/CustomerNotes/Papa/Papa.md @@ -298,3 +298,7 @@ Plan on expanding use to more Pals - this is a testing phase. He and Seth are really liking Northpass and think it is working great for them. TODO: get additional time-based analytics for them as well as ask for a db extract of delivery log for comms. +## 04-11-2024 + +Meeting with Chapin and Ely +New training diff --git a/GainsightCS-to-memorize.md b/GainsightCS-to-memorize.md index b3296be1..1ebb7237 100644 --- a/GainsightCS-to-memorize.md +++ b/GainsightCS-to-memorize.md @@ -2,7 +2,7 @@ ## Glossary -* GRR (Gross Revenue Retention) 90% is best in class, 100% is possible, but unheard of. +* DFR (Gross Revenue Retention) 90% is best in class, 100% is possible, but unheard of. * NRR (Net Revenue Retention): 120% goal. In bad economy, 110-115% is more realistic. * Leading Indicator: Predict future outcomes * Lagging Indicator: Look at past outcomes diff --git a/Randomnotes.md b/Randomnotes.md index dcebfaae..1368f9e8 100644 --- a/Randomnotes.md +++ b/Randomnotes.md @@ -1,3 +1 @@ -Comp is based on GRR only - -Metrics/KPIs are VOs and exec alignment. +wdkal;jwd;lkawd diff --git a/Scripts/API_Tests/addtogroup_fromcsv.py b/Scripts/API_Tests/addtogroup_fromcsv.py index c539b5ec..52858910 100644 --- a/Scripts/API_Tests/addtogroup_fromcsv.py +++ b/Scripts/API_Tests/addtogroup_fromcsv.py @@ -6,7 +6,7 @@ baseCsv = "/Users/normrasmussen/Downloads/Incomplete list of Users.csv" baseUrl = "https://api.northpass.com/v2/people/" baseUrlname = "https://api.northpass.com/v2/people?filter[name][eq]=" baseUrlemail = "https://api.northpass.com/v2/people?filter[email][eq]=" -apikey = Apikeys.client +apikey = Apikeys.clien def getfromEmail(baseUrlemail, baseCsv, apiKey): diff --git a/Scripts/API_Tests/antho-knowledgestate-fix.py b/Scripts/API_Tests/antho-knowledgestate-fix.py index 4e4171b9..db08b1f8 100644 --- a/Scripts/API_Tests/antho-knowledgestate-fix.py +++ b/Scripts/API_Tests/antho-knowledgestate-fix.py @@ -173,7 +173,7 @@ def props(): print(f"{person_id}'s status code is {prop_response.status_code}'") if prop_response.status_code != 200: print( - f"There is a non-200 status code. The code was {prop_response.status_code}. Here's the text:" + f"There is a non-200 status code. The code was {prop_response.status_code}. Here's the text:" ) print(f"{response.text}") diff --git a/Scripts/API_Tests/find_completed.py b/Scripts/API_Tests/find_completed.py index 00ef0cd1..b24d1d4c 100644 --- a/Scripts/API_Tests/find_completed.py +++ b/Scripts/API_Tests/find_completed.py @@ -15,7 +15,7 @@ So this could be used for each learning path. In other words: learning_paths = {'01:Skuid Ethos' : ["Congratulations", "Create", "Skuid Resources"]} etc etc -Ideally, we will add Alexa's "levels" in this dictionary as well. Could we do: +Ideally, we will add Alexa's "levels" in this dictionary as well.Could we do: learning_paths = {'Level_1': [{'01:Skuid Ethos' : ["Congratulations", "Create", "Skuid Resources"]}, {'02:Composer' : ["Overview", "Get Started with Composer", "Manage Pages"}] diff --git a/Scripts/API_Tests/talkspace_google_api.js b/Scripts/API_Tests/talkspace_google_api.js index ca40d358..aed62ee4 100644 --- a/Scripts/API_Tests/talkspace_google_api.js +++ b/Scripts/API_Tests/talkspace_google_api.js @@ -7,7 +7,7 @@ function getUuids() { var dataRange = sheet.getRange(3, 3, numRows, 1); var values = dataRange.getValues(); writeHeadings(); - + for (email in values){ var row = values[email]; var email = row[0] diff --git a/Todos.md b/Todos.md index a830c760..d70ebb2e 100644 --- a/Todos.md +++ b/Todos.md @@ -1,6 +1,6 @@ -# Random Tasks +# Random Task --Date is the date the task as assigned.- +- Date is the date the task as assigned.- --------- @@ -161,9 +161,14 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th ## 04-02-2024 - [ ] Glassdoor - reach out to Paul about next meeting - alone with Tracy or reschedule? -- [ ] Datasnipper - Email Alexandra and Dirk about Monday's Meeting +- [X] Datasnipper - Email Alexandra and Dirk about Monday's Meeting ## 04-04-2024 - [ ] Anthology - Update ILT cards: - [ ] "Additional Dates" rather than "Multiple Dates" provided there's enough room for the characters. + +## 04-11-2024 + +- [ ] Papa - Clone course to Pal University `Understanding No-Shows & Late Cancellations` +- [ ] Artera - Update Sign in page to exclude gmail and yahoo emails.