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Aug 6 - Update enrollment page, add email notification

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nngo
2026-08-06 12:00:22 -04:00
parent 5bc7592c1a
commit 548e262b2a
9 changed files with 239 additions and 19 deletions
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app/enrollment/templates/enrollment/admin_detail.html
+6
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@@ -37,6 +37,12 @@
<dl class="row mb-0">
<dt class="col-5">Project Name</dt><dd class="col-7">{{ record.project_name or '—' }}</dd>
<dt class="col-5">Request by</dt><dd class="col-7">{{ record.request_by or '—' }}</dd>
<dt class="col-5">Requester email</dt>
<dd class="col-7">
{% if record.requester_email %}
<a href="mailto:{{ record.requester_email }}">{{ record.requester_email }}</a>
{% else %}<span class="text-muted">—</span>{% endif %}
</dd>
<dt class="col-5">Date Requested</dt><dd class="col-7">{{ record.date_requested or '—' }}</dd>
</dl>
{% if record.notes %}
app/enrollment/templates/enrollment/email_confirmation.html
+75
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@@ -0,0 +1,75 @@
{# Confirmation email sent to the requester. Inline styles only and no external
assets — mail clients strip <style> blocks and block remote resources. #}
<!DOCTYPE html>
<html>
<body style="font-family:Arial,Helvetica,sans-serif;color:#333;max-width:640px;margin:auto;padding:12px;">
<h2 style="color:#1a6fb5;margin:0 0 4px;">Enrollment received</h2>
<p style="color:#6b7280;margin:0 0 20px;">JQC by L.T Services, Inc</p>
<p>Hi {{ record.request_by or 'there' }},</p>
<p>Thank you — we have received your JQC enrollment form. Our team will set up
the accounts listed below.</p>
<table style="border-collapse:collapse;margin:18px 0;">
<tr>
<td style="padding:4px 14px 4px 0;color:#6b7280;">Reference</td>
<td style="padding:4px 0;font-weight:bold;">{{ record.id }}</td>
</tr>
<tr>
<td style="padding:4px 14px 4px 0;color:#6b7280;">Project</td>
<td style="padding:4px 0;font-weight:bold;">{{ record.project_name }}</td>
</tr>
{% if record.date_requested %}
<tr>
<td style="padding:4px 14px 4px 0;color:#6b7280;">Date requested</td>
<td style="padding:4px 0;">{{ record.date_requested }}</td>
</tr>
{% endif %}
</table>
<h3 style="font-size:1rem;margin:22px 0 8px;">
People to be set up ({{ people | length }})
</h3>
<table style="border-collapse:collapse;width:100%;font-size:.92rem;">
<thead>
<tr style="background:#dbeafe;">
<th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Name</th>
<th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Role</th>
<th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Email</th>
<th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">Mobile App</th>
</tr>
</thead>
<tbody>
{% for person in people %}
<tr>
<td style="border:1px solid #cbd5e1;padding:6px 9px;">
{{ person.name }}
{% if person.job_title %}
<div style="color:#6b7280;font-size:.82rem;">{{ person.job_title }}</div>
{% endif %}
</td>
<td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.role_label }}</td>
<td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.email }}</td>
<td style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">
{{ 'Yes' if schema.wants_mobile(record, person.key) else '—' }}
</td>
</tr>
{% endfor %}
</tbody>
</table>
<p style="margin-top:22px;">
Each person will receive their own email invitation with sign-in
instructions, along with a quick guide to the web portal and the mobile app.
</p>
<p>If anything above is wrong, simply reply to this email and we will correct it.</p>
<hr style="border:none;border-top:1px solid #e5e7eb;margin:26px 0 12px;">
<p style="color:#9ca3af;font-size:.8rem;margin:0;">
You are receiving this because this address was given as the requester on a
JQC enrollment form. Reference {{ record.id }}.
</p>
</body>
</html>
app/enrollment/templates/enrollment/form.html
+15 -11
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@@ -84,8 +84,11 @@
</div>
{# ── Header ─────────────────────────────────────────────────────── #}
{# The printed sheet carried a blank "for office use" block here. It is not
rendered on the web form — a customer cannot fill it in. Those fields
still exist and are filled by staff on the admin detail page. #}
<div class="row g-3 mb-2">
<div class="col-12 col-lg-6">
<div class="col-12 col-lg-8">
<table class="hdr-table" style="width:100%;">
<tr>
<td class="lbl">Project Name</td>
@@ -95,24 +98,25 @@
<tr>
<td class="lbl">Request by:</td>
<td><input type="text" name="request_by" required maxlength="200"
placeholder="Your name"
value="{{ submitted.request_by if submitted else '' }}"></td>
</tr>
<tr>
<td class="lbl">Requester email:</td>
<td><input type="email" name="requester_email" required maxlength="200"
placeholder="you@company.com"
value="{{ submitted.requester_email if submitted else '' }}"></td>
</tr>
<tr>
<td class="lbl">Date Requested:</td>
<td><input type="date" name="date_requested"
value="{{ submitted.date_requested if submitted else '' }}"></td>
</tr>
</table>
</div>
<div class="col-12 col-lg-6">
<table class="hdr-table" style="width:100%;">
{% for key, label in schema.OFFICE_FIELDS %}
<tr>
<td class="lbl">{{ label }}</td>
<td class="office-note">For office use</td>
</tr>
{% endfor %}
</table>
<div class="form-text mt-1">
We send your confirmation, with a copy of everything below, to the
requester email.
</div>
</div>
</div>
app/enrollment/templates/enrollment/submitted.html
+6
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@@ -23,6 +23,12 @@
email invitation with sign-in instructions, and a quick guide for the
web portal and the mobile app.
</p>
{% if email %}
<p class="mb-4">
<i class="bi bi-envelope-check text-success"></i>
A confirmation has been sent to <strong>{{ email }}</strong>.
</p>
{% endif %}
{% if reference %}
<div class="border rounded-3 p-3 bg-light d-inline-block">
<div class="text-muted small">Your reference number</div>