Development Roadmap

1

Phase 1: Foundations ✓ Complete

Auth, Profile, Directory, Regional structure, Dashboard — the core identity and discovery features.

View Documentation

1.1 — Database & Models

Complete

Database tables and models for Champion Portal foundations.

Features:

Cp::Champion model with Devise integration
Cp::ProfileChange model for CRM export tracking
Districts and Regions with associations
ZIP code lookup (39,305 ZIP codes → 820 districts → 7 regions)
Geographic seed data rake task

1.2 — Email Authentication

Complete

Email-based signup, verification, login, and password reset.

Features:

Signup with name, email, ZIP code
Email confirmation with password setting
Login/logout with session management
Password reset flow
Custom Devise mailer for champion subdomain
Mobile-first responsive UI

1.3 — SSO Authentication

Complete

Social login with Google OAuth.

Features:

Google OAuth integration via OmniAuth
SSO callback controller
ZIP code prompt after SSO signup
Profile controller for view/edit
Multi-model Devise OmniAuth support

1.4 — Profile & Directory

Complete

Profile completion wizard and Champion directory search.

Features:

5-step profile wizard (linear onboarding flow)
Section-based profile editor (tabbed for returning users)
Profile show page ('How Others See You' preview)
Photo upload with ActiveStorage
Affinities multi-select picker
Privacy indicators on profile
Education section from linked alumni record
OAuth BUID conflict resolution

1.5 — Dashboard & Admin

Complete

Admin verification tools in Lookup Portal for managing champion BUID linking.

Features:

Champions namespace at /champions with portal_admin access
Dashboard with quick stats, verification funnel, regional breakdown
Verification Queue: approve/reject pending BUID matches
AJAX alumni search by name, email, or BUID
Manual BUID linking for champions without matches
District Management in Settings > Reference Data
41 new tests (18 verifications + 23 districts)

1.6 — Dashboard, Directory & Metrics

Complete

Complete Staging MVP: champion dashboard, directory enhancements, activity tracking.

Features:

Activity tracking infrastructure (cp_activity_events table)
Cp::ActivityRecorder service for login, profile_edit, directory_search, profile_view
'Alumni in Your District' preview cards
Community stats (total alumni, alumni in district)
District-only location visibility for dashboard and directory
Graduation Year filter (hierarchical: decades + individual years)
College filter (from linked alumni records)
District filter (autocomplete, reuses existing district_autocomplete_controller.js)
Affinity typeahead UI (backend exists)
Sort dropdown (Name A-Z, Recently Joined)

1.7 — In-App Messaging

Complete

Champion-to-Champion direct messaging with smart email notifications.

Features:

Threaded conversations (1:1 with group-ready schema)
Message inbox with unread badges and conversation previews
'Send Message' button on directory profile cards
Emoji reactions (❤️ 😂 😮 😢 😠 👍) with optimistic UI
Smart notifications (email if unread after 5 min, background job)
Mute and archive thread controls
Activity tracking (message_thread_started, message_sent)
Only verified Champions can send/receive

1.8 — Admin Dashboard & Engagement Scoring

Complete

Champions admin dashboard with engagement scoring for staff visibility into Champion activity.

Features:

Champions Admin Dashboard (/champions namespace)
Searchable/filterable Champions list (name, email, verification, role, district)
Pagination (25 per page) with sort options (signup date, last name)
Champion detail view with activity timeline and stats
Profile completion % calculation (10 core fields) with progress bars
Engagement Score Service (reusable activity-based scoring)
Engagement scoring: 5pts (login/conversation/invite), 3pts (edit/message), 1pt (view/reaction), 0.5pt (search)
Engagement levels display (Highly Engaged/Engaged/Active/New)
Impersonation feature ('Log in as Champion' for testing/support)
Environment-aware routing (admin portal ↔ champion portal)
Color-coded badges (completion %, verification status, engagement level)
Comprehensive engagement scoring documentation with extensibility pattern
19 admin dashboard tests + 8 engagement score service tests

1.9 — Pre-Beta Polish

Complete

Settings, Help/FAQ, visual refresh, and language audit before beta launch.

Features:

✅ 1.9.1: Champion Settings page (account, connected accounts, notifications)
✅ 1.9.1: Email address change flow with verification
✅ 1.9.1: Google account connect/disconnect management
✅ 1.9.2: Help & FAQ page with accordion UI and real-time search
✅ 1.9.2: Onboarding tooltips for new Champions (4 initial tooltips)
✅ 1.9.3: Profile visual refresh (simplified cards, college icons, education format)
✅ 1.9.3: Directory card refresh (accent bar, photo focus, degree display)
✅ 1.9.4: Dashboard visual refresh (warmth, personalization, community feel)
✅ 1.9.5: Language Style Guide based on Alumni Champions Verbal Style Guide
✅ 1.9.5: Fixed 'prospective students' → warm alumni language in mailers
✅ 1.9.5: Updated empty states and flash messages for warmth

1.10 — Community News & Announcements

Complete

Admin-managed news/posts system with dashboard integration and regional targeting.

Features:

✅ 1.10.1: Database schema (posts, images, regions, views, likes)
✅ 1.10.2: Staff admin CRUD (Lookup Portal, global posts)
✅ 1.10.3: Champion-facing news views (dashboard cards, news index, detail pages)
⏸️ 1.10.4: CLC regional admin (deferred — CLC model evolving)
⏸️ 1.10.5: Engagement features (likes — deferred to Phase 2+)
⏸️ 1.10.6: Polish (image carousels, featured champions — deferred)

1.11 — Admin Events

Complete

Staff-managed events system with district targeting and Champion Portal integration.

Features:

✅ 1.11.1: Database schema (cp_events + cp_event_districts for district targeting)
✅ 1.11.2: Staff admin CRUD (Lookup Portal, event management with status workflow)
✅ 1.11.3: Champion-facing events views (events index with filters, detail pages)
✅ 1.11.4: District-filtered event display (mirrors News pattern)
✅ 1.11.5: View counting and RSVP click tracking with activity events
✅ 1.11.6: Navigation integration (Events link in header)
⏸️ Dashboard widget (deferred to 1.12 layout update)
Note: External RSVP links only (no built-in RSVP in MVP)

1.12 — Community Foundation

Complete

Database schema, models, and basic UI for emergent communities.

Features:

✅ 1.12.1: Database schema (cp_communities, cp_champion_communities, cp_community_suggestions)
✅ 1.12.2: Cp::Community model with 6 community types
✅ 1.12.3: Suggestion model and CommunityMatchingService
✅ 1.12.4: Profile update hooks (auto-suggest on profile changes)
✅ 1.12.5: News/Events community targeting
✅ 1.12.6: Admin Communities UI (Lookup Portal)
✅ 1.12.7: Champion Community UI (My Communities, join/leave, suggestions)

1.13 — Community Discovery & Landing Pages

Complete

Champion-facing community browsing and enhanced landing pages.

Features:

✅ 1.13.1: Community show page with members, news, events
✅ 1.13.2: Communities index (My Communities + Suggestions + Explore All)
✅ 1.13.3: Dashboard 'My Communities' widget (replaced Community Snapshot)
✅ 1.13.4: Navigation updates (Communities | Directory | Messages | Name)
✅ 1.13.5: Testing & polish (1661 tests, 0 failures)

1.14 — Dynamic Community Creation

Complete

Background detection and creation of emergent communities when 3+ champions share an attribute.

Features:

✅ 1.14.1: CommunityDetectionService (threshold checking)
✅ 1.14.2: CommunityCreationJob (background processing)
✅ 1.14.3: CommunityNotification model + migration
✅ 1.14.4: Dashboard notification banner for new communities
✅ 1.14.5: Detection triggers (verification, profile wizard, profile edit)
✅ Testing: 55 new tests, 1716 total suite tests

1.15 — Community Admin Enhancements

Complete

Community images, force creation, membership management, message link previews.

Features:

✅ 1.15.1: Community Image Upload (hero + thumbnail with drag/drop)
✅ 1.15.2: Force Create Communities (admin creation from any attribute)
✅ 1.15.3: Expanded Membership Management (join requests, admin member tools)
✅ 1.15.4: Message Link Previews & Sharing (community cards, invite flow)

1.16 — Notifications System

Complete

In-app notifications with bell icon, email digests, and user preferences.

Features:

✅ 1.16.1: Database & Models (cp_notifications, cp_notification_preferences tables)
✅ 1.16.2: NotificationService with smart aggregation for high-volume types
✅ 1.16.3: Navbar UI (bell icon dropdown, mark read, clear all)
✅ 1.16.4: Settings Integration (per-type preferences in Settings page)
✅ 1.16.5: Email Digests (daily/weekly via NotificationDigestJob)
✅ 1.16.6: NotificationCleanupJob (removes old read notifications)

1C

Phase 1C: Role Selection & Quiz ✓ Complete

Champion Role in Profile Wizard and Quiz Integration — champion identity features.

View Documentation

1C.1 — Service Extraction

Complete

Extract quiz/role logic from signup helper into reusable services.

Features:

ChampionRoleService (role definitions, colors, narratives)
ChampionQuizService (questions, scoring, results)
Update ChampionSignupsHelper to delegate to services
Cp::ChampionRolesHelper for portal
42 comprehensive tests (24 role + 18 quiz)

1C.2 — Profile Wizard Integration

Complete

Add Champion Role step to profile wizard with optional quiz.

Features:

champion_role step in wizard (step 2 of 6)
Role selection with 4 role cards (emoji, title, description)
'Take the Quiz' button for 7-question quiz
Full quiz flow with progress indicator
Quiz results page with personalized narrative
'Skip for now' option
7 new integration tests

1C.3 — Profile Edit Integration

Complete

Allow champions to change role and retake quiz from profile edit.

Features:

Champion Role section in profile edit sidebar
Current role display with colored card
'Retake Quiz' and 'Choose different role' options
Context-aware quiz navigation (returns to correct page)
Simplified name fields with toggle for legal name
Clean data architecture (no duplicate name storage)

2

Phase 2: Community Leadership ✓ Complete

CL role assignment, permission system, and staff action items — enabling Champions to lead communities.

View Documentation

2.1 — Model Refactor

Complete

Update ClcAssignment to link to Community instead of Region.

Features:

Migration: add community_id to clc_assignments
Migration: remove region_id, add unique constraint
Model associations and validations updated
Test fixtures updated for new structure

2.2 — Admin CL Assignment Interface

Complete

Enable Lookup Portal admins to assign Champions as Community Leaders.

Features:

CL assignment list (filterable by community type, search)
Contextual assignment from champion detail or community detail
Multi-select: assign champion to multiple communities at once
Multi-select: assign multiple verified members as CLs for a community
Membership enforcement: CLs must be members of the community
Remove CL assignments with confirmation
CL count indicator on community index
CL badge and 'Assign as CL' links in community member list
21 controller tests for full coverage

2.3 — Lookup Portal Permissions

Complete

Granular permission flags for staff access control.

Features:

Permission flags: can_portal_admin and can_support_respond
Role badges in user list (Staff/Admin + Portal Admin/Support)
Permission toggles in user edit page
Backward compatible with existing portal_admin role
19 controller tests for permission system

2.4 — Action Items Notifications

Complete

Bell icon with pending action items for staff.

Features:

Bell icon in navbar with badge count
Permission-filtered action items
Support requests, champion verifications, new signups
Communities needing leaders, new communities, CRM pending
Priority count (support + verifications) vs dot for other items
ActionItemsService with 9 tests
Engagement score visible in CL assignment page
CL assignment notification (email + in-app)

3

Phase 3: Discussion Boards ✓ Complete

Per-community boards and national forum — enabling threaded community discussions.

View Documentation

3.1 — Boards Database & Structure

Complete

Database structure for boards, posts, and comments.

Features:

8 database tables: board_posts, board_comments, board_reactions, post_flags, user_blocks, hidden_contents, moderation_actions
7 models with ActionText, enums, validations, scopes
Read-only boards controller with index/show actions
National 'Alumni Champions' community (auto-join for verified Champions)
Discussions section on community show page
Activity events: board_view, post_view
112 new tests (96 model + 16 controller)

3.2 — Posts & Comments UI

Complete

Browse boards, create posts, and comment.

Features:

New post form (title 100 char, body 40K char, optional image)
Post truncation with 'See more' on listing
Threaded comment replies (MAX_DEPTH=2)
Edit/delete within 30-minute window + 'Edited' indicator
Community Guidelines reminder in composer
Discussions in community index featured cards
9 new FAQ entries for Discussions
20 new controller tests for BoardCommentsController

3.3 — Engagement & Reactions

Complete

Emoji reactions and popularity sorting.

Features:

Emoji reactions on posts and comments (6 options)
Horizontal emoji bar UI (Messages pattern)
Popularity score with 14-day decay
Hot Discussions section (max 2) on discussion index
Popular discussions on dashboard/community views
Activity tracking for reactions

3.4 — User Safety Controls

Complete

Champions can protect themselves from unwanted content.

Features:

Report/Flag content (posts and comments)
Flag reason selector (spam, inappropriate, harassment, off-topic, other)
Hide content from my view only
Block user (hides all their content, prevents messaging)
Blocked user notifications filtered from dropdown and count

3.5 — CL/Staff Moderation

Complete

Community Leader and staff moderation tools.

Features:

CLC: Hide/unhide content
CLC: Lock/unlock posts (prevent comments)
CLC: Pin/unpin posts
CLC: Escalate to Engagement Team
CLC: Moderation queue with pending flags only
Staff: Discussions admin interface (/champions/discussions)
Staff: View escalated, all, hidden, deleted content
Staff: Resolve escalations
Staff: Action items dropdown integration (flagged + escalated counts)
Moderation counts synced across Leadership index, community dashboard, queue

3.6 — National Alumni Champions Board

Complete

Global discussion space with auto-join for all verified Champions.

Features:

'Alumni Champions' national community with national: true flag
Auto-join all verified Champions on verification
Cannot leave national community (permanent membership)
Per-community notification muting in Settings → Notifications
Hidden from non-verified Champions
Main nav link and community integration
Popular national posts surfaced on dashboard
News/events without community assignment default to National Board
Community Leaders can pin posts to national board

3.7 — Notifications

Complete

Discussion-specific notifications and email digests.

Features:

Notification triggers: replies, reactions, community posts
In-app notifications in dropdown with unread badge
Email digest notifications (daily/weekly configurable)
Discussion-specific notification types: discussion_reply, discussion_reaction, community_post
User preferences for email frequency (immediate, daily, weekly, off)
Blocked user notifications filtered from counts/display
Email digest templates with activity summary
Heroku Scheduler jobs for digest generation

3.8 — Admin Discussion Analytics

Complete

Staff dashboard for monitoring discussion board activity.

Features:

Lookup Portal → Insights → Discussion Boards tab
Key metrics: posts, comments, active discussers, pending flags
Trends: Posts/comments per week with sparkline charts
Community breakdown: Top 5 communities by activity
Moderation stats: Flags by status (pending/resolved/dismissed)
Period selector: This Week/Month/Quarter/All Time
EngagementStats::DiscussionBoardsService for metrics calculation
Pending flags count links to moderation queue
45+ tests for service and controller

3.9 — Public Landing Pages

Complete

Public preview pages for shareable links and signup conversion.

Features:

Public event pages for global and public community events
Public discussion post pages for public community posts
Public community landing pages with activity metrics
Reusable _public_cta_box.html.erb component
Return path storage for post-signup/login redirect
MetaTagsHelper for rich Open Graph/Twitter Card previews
public_display_name method (FirstName L. format)
Help page publicly accessible (moved to footer)

3.10 — Index Page Reorganization

Complete

Redesign content index pages with Google News-style layouts.

Features:

News Index: Featured + compact card layout
Events Index: Upcoming events with Google News layout
Events: Past Events page with Load More pagination
Discussions Index: Cross-community /discussions route
Compact partials: _news_card_compact, _event_card_compact, _discussion_card_compact
Event row partial with date badge styling

3.11 — Dashboard Redesign

Complete

Redesign dashboard with Google News-style content sections.

Features:

Discussions section: 1 featured + 3 compact cards
News section: 1 featured + 3 compact cards
Events section: Date badge rows with community pills
Communities card: CL indicator (⭐) + Leadership Dashboard button
Community show page: Restructured with Google News layouts
Community index: Redesigned as 'Community Select' page
Layout: Background opacity, footer visibility, consistent max-w-7xl widths

4

Phase 4: Mobile-First Interface Cleanup ✓ Complete

Polish pass for mobile consistency, design alignment, and UX improvements before MVP launch.

View Documentation

4.1 — Mobile Consistency Audit

Complete

Review and fix all views for mobile-first compliance.

Features:

Bottom nav overlap fixed globally (pb-20 sm:pb-0)
Profile wizard button visibility fixed
Touch targets verified (44px minimum)
Thumb-friendly navigation verified
No horizontal scrolling on content

4.2 — Design Alignment

Complete

Apply DESIGN-GUIDELINES.md patterns consistently.

Features:

Consistent button styles across views (w-full sm:w-auto)
Uniform card margins standardized
Back link partial created and standardized
Consistent pill navigation for profile/settings
Collapsible directory filters on mobile

4.3 — UX Polish & Image Optimization

Complete

Final polish including image variant sizing.

Features:

Event list card redesign with 8:5 aspect ratio
Image variant sizing audit (7 files fixed)
Dashboard mobile column reordering
Hero section heights reduced
Long text truncation fixed
scroll_to_selected_controller.js for auto-scroll

5

Phase 5: Pre-MVP Updates ✓ Complete

Final features for MVP launch — user experience polish, non-alumni support, friending, photo albums.

View Documentation

5.1 — User State Experience Alignment

Complete

Polish user experience for different verification states and anonymous visitors.

Features:

Anonymous landing page at belmontalum.com
Champion/city count social proof
Navigation access controls (browse vs act strategy)
Community suggestions protected for verified only
Community show page eligibility messaging overhaul

5.2 — Non-Alumni & Almost Alumni Support

Complete

Almost Alumni and Faculty/Staff can become Champions with appropriate fields and verification workflows.

Features:

✅ Membership type enum (alumni, almost_alumni, faculty_staff)
✅ Almost Alumni fields (anticipated_program, anticipated_college_code, anticipated_graduation_date)
✅ Faculty/Staff fields (work_email, profession, affiliated_college_code, affiliated_program)
✅ Signup wizard education step with membership-type-specific fields
✅ Verification queue support for Almost Alumni and Faculty/Staff
✅ Directory filters by membership type (Alumni default, filters for others)
✅ Profile display: badges, anticipated education for Almost Alumni
✅ Profile display: profession/affiliation for Faculty/Staff
✅ Directory cards show anticipated education for Almost Alumni

5.3 — Contacts System

Complete

Save Champions as contacts for quick access and prioritized content.

Features:

✅ Add/remove contacts from profile, directory, messages
✅ Contact button with icon states (filled/outline user icon)
✅ Mutual contact indicator (amber highlight when both add each other)
✅ Contacts page (/contacts) with search and grid layout
✅ Email + in-app notification when added as contact
✅ Privacy enforcement: contact visibility respects email_privacy settings
✅ Counter cache for unread messages/notifications (badge performance)
✅ Login drift correction for unread counters
✅ Message privacy precomputation in controller (query optimization)

5.4 — Alumni Like Me (Recommendations)

Complete

Suggest similar Champions based on shared attributes.

Features:

✅ AlumniLikeMeService with multi-factor scoring algorithm
✅ Scoring: College (+20), Major (+25), Grad Year (+15), Industry (+15), Affinities (+10)
✅ 'Champions Like You' section on Directory (no filters, first page)
✅ Match reason badges on recommendation cards
✅ Dashboard 'Champions You Might Know' carousel (6 cards, touch scroll)
✅ Profile completion prompt when <50% complete
✅ Activity tracking: recommendation_viewed event

5.5 — Photo Albums

Complete

Champions and events can have photo galleries.

Features:

✅ Cp::PhotoAlbum & Cp::Photo models with Active Storage
✅ Champion admin: album CRUD, drag-drop uploads, photo management
✅ Champion Portal: /photo-albums index and detail pages
✅ Lightbox component with keyboard/swipe navigation
✅ Dashboard featured photos carousel
✅ Event page photo gallery (grouped by album)
✅ Activity tracking: photo_album_viewed event
✅ 33 controller tests passing

6

Phase 6: Reporting & Insights

Analytics dashboards for Community Leaders and staff — proving program ROI.

View Documentation

6.1 — Activity Metrics

Planned

Track and display key activity metrics.

Features:

✅ Total/active Champions counts (MetricsService)
✅ Daily activity trends chart
✅ Searches, messages, profile views, logins
✅ Top connectors table
✅ Recent activity feed
✅ CSV export for detailed metrics
Time period filters (quick select + custom range)

6.2 — Community Health Dashboard

Planned

Monitor engagement health per community.

Features:

✅ District breakdown table (MetricsService)
Formal health scores (composite metric)
Heat map visualization
Inactive community alerts
CL assignment recommendations

6.3 — Reports & Exports

Planned

Generate and export reports for presentations.

Features:

✅ CSV export (champions, communities, boards)
Report templates with branding
PDF export for presentations
Scheduled email reports

7

Phase 7: Career Center ✓ Complete

Self-serve career hub with downloadable resources, curated links, career events, and OCPD partnership.

View Documentation

7.1 — Data Model & Career Center Page

Complete

Public Career Center page with resources, quick links, career events, and OCPD section.

Features:

✅ Public /careers page (no login required)
✅ Career resource data model (cp_career_resources table)
✅ Resource categories: Getting Started, Career Advice, Networking, Follow-Up
✅ Quick links grid (Handshake, LinkedIn Learning, Indeed, Glassdoor)
✅ Career events section (events with career_event flag)
✅ OCPD partnership section (consultations, resume review, workshops)
✅ Sign-up CTA for unauthenticated visitors
✅ Career Center in top-level navigation (desktop + mobile)
✅ Activity tracking: career_center_view event

7.2 — Resource Downloads & Staff Management

Complete

PDF download functionality and admin CRUD for career resources.

Features:

✅ Download endpoint with counter tracking
✅ Staff admin: create/edit/delete career resources
✅ PDF upload with Active Storage (drag/drop via pdf_dropzone_controller)
✅ Resource search, category filter, status filter
✅ Toggle active/inactive (soft remove)
✅ Activity event: resource_downloaded

7.3 — Career Events & Analytics

Complete

Career event tagging in admin and career center analytics.

Features:

✅ Admin event form: career_event checkbox
✅ Career Center analytics dashboard (views, downloads, trends)
✅ Period filtering (7d/30d/90d/All Time)
✅ Career events scope and display
✅ Activity event: career_center_view

8

Phase 8: Notifications & Digests Consolidation ✓ Complete

Unified notification system with consolidated daily/weekly digests.

View Documentation

8.1 — Settings UI Consolidation

Complete

Unified notification preferences in Settings.

Features:

Consolidated settings page with all notification types
Frequency selector (Immediate, Daily Digest, Weekly Digest, Off)
Per-type toggle organization
Clear section headers (Messages, Communities, Discussions)

8.2 — Discussion Notifications

Complete

Notification triggers for discussion board activity.

Features:

Reply to your post notification
Reply to your comment notification
Reaction to your content notification
New post in community notification (CL opt-in)
In-app notification dropdown integration

8.3 — Digest Scheduler Infrastructure

Complete

Background jobs for digest generation and delivery.

Features:

Cp::NotificationDigestJob with daily/weekly modes
Heroku Scheduler configuration
Monday guard for weekly digests (Heroku daily-only workaround)
Admin weekly digest bug fix (was running daily)

8.4 — Immediate Notification Templates

Complete

Dedicated templates for time-sensitive notifications.

Features:

Join request approved/denied emails
Verification pending/approved emails
Support reply notifications
Community Leader assignment email
Removed from Settings UI (always immediate)

9

Phase 9: Onboarding & Initial User Experience ⚡ In Progress

Streamlined first-run experience with progressive disclosure and guided setup.

View Documentation

9.1 — Enhanced Onboarding Flow

Complete

join_communities wizard step with community suggestions.

Features:

Community suggestions based on degrees, location, affinities
Suggestion cards with icon, name, member count, reason
Join and decline buttons with AJAX updates
Step skipped automatically if no suggestions
Smart step insertion after profile completion

9.2 — Seeded Engagement Questions

Complete

Staff-seeded discussion questions that rotate across community boards to spark engagement.

Features:

Cp::SeededQuestion model with targeting (global, community_type, affinity_category)
Cp::SeededQuestionExposure tracking for rotation/cooldown logic
SeededQuestionSelector service with weighted selection algorithm
SeededQuestionPublisher service with template interpolation
30-day rotation cooldown and max 2 active per community

9.3 — Admin Seeded Question Interface

Complete

Lookup Portal admin interface for managing seeded discussion questions.

Features:

Full CRUD for seeded questions at /champions/seeded_questions
Filtering by status/target_type and search by title/body
Preview panel with template variable interpolation
Activate/deactivate actions for question lifecycle
Exposure history tracking with community/date details

9.4 — Onboarding Metrics

Complete

Analytics to measure onboarding effectiveness.

Features:

✅ Signup funnel tracking (email submitted → verified → password created)
✅ Wizard completion metrics (started, step viewed/completed/skipped)
✅ Seeded question metrics (community suggestions accepted/declined)
✅ Admin dashboards at /champions/insights/onboarding and /seeded_questions
✅ Period filtering (7d, 30d, 90d, all time)

9.5 — Community Welcome Content

Complete

Auto-generated welcome content for community boards.

Features:

✅ WelcomeContentGenerator service with template selection by community type
✅ 15 welcome pack templates in config/welcome_packs.yml
✅ Markdown-to-HTML conversion using Redcarpet gem
✅ Dismissible welcome panel UI with Stimulus controller
✅ Member tracking (view count, dismissed_at) for auto-dismissal
✅ 7 rake tasks for content management (generate, preview, status, clear, reset)
✅ Comprehensive test coverage (26 tests)

9.6 — Onboarding Email Series

Planned

Multi-email drip campaign for new Champions.

Features:

Welcome email (Day 0, immediate)
Profile nudge (Day 2, skip if complete)
Directory introduction (Day 5, skip if searched)
Community engagement (Day 10, skip if posted)
Event participation (Day 15, skip if registered)
30-day check-in (Day 30, always send)
Skip logic for conditional delivery
Admin progress visibility in Lookup Portal

9.7 — Trust-First Community Access

Complete

Allow community discovery pre-verification. Verification unlocks contribution, not belonging.

Features:

Wizard community step shown to unverified champions
District/industry/affinity suggestions without verification
College/major suggestions with BUID linkage or invitation
Community pages viewable pre-verification
Directory and messaging require verification
Content read-only until verified (news, events, discussions, photos)
Verification teaser messaging for gated contribution features

10

Phase 10: Connections ✓ Complete

Relationship-first communication: connection requests, structured outreach, and rate-limited messaging.

View Documentation

10.1 — Data Model & Connection Settings

Complete

Core tables, champion connection preferences, settings UI.

Features:

cp_connection_requests table (requestor, requestee, type, message, status)
cp_connections table (canonical pair, linked thread, connected_at)
Connection preferences on champion (types, weekly cap, pause, almost-alumni toggle)
Connection Settings UI in Champion Settings page

10.2 — Connection Request Flow

Complete

Send, receive, accept, ignore, and cancel connection requests.

Features:

Connect button on profiles with request modal
Connection type selector + freeform message
Rate limiting: 10/day requestor, configurable weekly requestee cap
Requests tab with incoming/sent sub-tabs
Accept, Ignore (silent), Cancel actions
Notifications for new requests and acceptances

10.3 — Connections & Messaging Transformation

Complete

Transform Messages into Connections with two-tab inbox.

Features:

Rename Messages to Connections in navigation
Two-tab layout: Requests + Connections
Gate messaging behind accepted connections (support exempt)
Connection thread header with type badge and connected date
Disconnect flow with re-request capability

10.4 — Directory & Profile Integration

Complete

Surface connection availability in Directory and Profiles.

Features:

Directory filter: Open to (connection type multi-select)
Subtle open-to-connect indicator on directory cards
Profile connection section with types and Connect button
Quick-access settings link on Connections page

10.5 — Contacts Migration & Cleanup

Complete

Migrate mutual contacts to connections, remove Contacts system.

Features:

Rake task: mutual contacts become Connections with threads
Remove Add to Contacts button and ChampionContact model
Replace My Contacts directory filter with My Connections
Update compose modal to use connections endpoint
Remove contact_added activity/notification types
Update privacy settings labels to connection language
Update AlumniLikeMeService to use connected_champion_ids

10.6 — Admin Connection Metrics

Complete

Staff visibility into connection program health.

Features:

Connection Analytics page with overview cards, daily trends chart, and period filtering
Request status breakdown (accepted/pending/ignored/cancelled) with acceptance rate
Connection type breakdown with horizontal bar visualization
Super-connector leaderboards (Most Connected, Most Active Requestors, Most Welcoming)
Per-champion connection stats in admin detail view (connections, requests, acceptance rate, type breakdown)
Average response time calculation with smart unit display
Sidebar nav link for Connection Stats under Analytics section

11

Phase 11: Champion Role Dashboard Card ✓ Complete

Daily role-aligned idea packs on the dashboard, roles landing page, and admin CRUD for role ideas.

11.1 — Role Idea Content & Service

Complete

Content model, seed data, and pack generation service.

Features:

Cp::RoleIdea model with role, target, status, priority, template interpolation
Cp::RoleIdeaPack and Cp::RoleIdeaPackItem models for daily pack persistence
RoleIdeaPackService with weighted random selection, anti-repeat window, timezone awareness
115 seed ideas across all roles authored from canonical source documents
Rake tasks for seeding, stats, and old pack cleanup

11.2 — Dashboard Card UI

Complete

Dashboard card with State A (no role) and State B (role selected) variants.

Features:

State A: Discover Your Role quiz CTA for champions without a role
State B: Daily idea pack with primary + secondary ideas and CTAs
Community Leader variant: mixed pool of role + CL-specific ideas
Turbo Stream refresh endpoint for 'Try different ideas' button
6 new activity event types for role card interactions

11.3 — Roles Landing Page & Admin CRUD

Complete

Public roles page and staff management interface.

Features:

Roles page showing all 4 Champion roles with source document descriptions
Admin CRUD with filtering by status/role/target, search, and pagination
Activate/deactivate/archive status management
Admin sidebar link with active count badge

12

Phase 12: Source-Alignment Review ✓ Complete

Full audit of Champion Portal user-facing text against 20 canonical source documents. Inclusivity framing, copy alignment, and vocabulary standardization.

12.1 — Quick Wins & Email Overhaul

Complete

9 string replacements and 3 email template rewrites for source-aligned copy.

Features:

Invitational CTAs replacing transactional language (Sign Up → You're Invited)
Warm registration heading (Become a Champion → Welcome Home, Bruin)
Community vocabulary replacing system/platform/network language
Confirmation, verification, and invite emails rewritten with belonging-first tone
Inclusivity framing: external = alumni/Bruins, internal = Champion as celebration

12.2 — Vocabulary & Copy Alignment

Complete

FAQ, empty states, flash messages, landing page, and wizard copy.

Features:

FAQ 'portal' → 'community' (8 replacements)
15 empty states rewritten with warmth and CTAs
8 flash messages warmed (sign-in/out, boards, communities)
Landing pillars renamed: Belong / Gather / Inspire (identity arc)
Gatekeeping messages softened (access-denied experiences)
Wizard header and connections step copy refined
No platform proper noun — 'your community' / 'your alumni community'

13

Phase 13: Progressive Dashboard & Engagement Tiers ✓ Complete

Journey-aware, tier-conscious dashboard. Replaces static 13+ section layout with progressive disclosure and narrative-driven engagement.

View Documentation

13.1 — Journey Engine & Tier Detection

Complete

Three-tier model (Member/Champion/CL) derived from existing data; 8-stage journey engine cached in DB.

Features:

✅ Cp::Tierable concern with engagement_tier, compute_journey_stage, has_contributions?
✅ journey_stage integer column on cp_champions (migration + index)
✅ Cp::DashboardVisibility service — stage → section visibility map, tier-based sidebar ordering
✅ rake journey_stage:recompute_all backfill task
✅ 49 tests (25 Tierable + 24 DashboardVisibility)

13.2 — Progressive Dashboard Layout

Complete

New Cp::HomeController + /home route with stage-aware views and 3-tier visual card hierarchy.

Features:

✅ Cp::HomeController with selective data loading per stage
✅ GET /home route + feature-flagged root switching (progressive_dashboard flag)
✅ 17 view files: show.html.erb, _hero.html.erb, 3 card tier partials, 7 sidebar partials, 5 stage partials
✅ Cp::HomeHelper#thread_other_champion with multi-API fallback
✅ 9 HomeController + 3 helper/view tests
⏸️ Compact mobile hero, 'what's new' sub-line, mobile sidebar fold — deferred to 13.3+

13.3 — Activity Feed Engine

Complete

Unified discussions/news/photos feed with recency + engagement scoring.

Features:

✅ Cp::ActivityFeedService with mixed-type scoring (recency, engagement, unseen, community bonuses)
✅ last_dashboard_visit_at column (migration) for unseen detection
✅ Feed view with featured item + compact list (top 7 items)
✅ FeedItem struct with polymorphic content support (discussions, news, events, photos)

13.4 — Tier 1 — Member Experience

Complete

Stage partials for onboarding, exploring, connecting, and engaged member journeys.

Features:

✅ Onboarding stage: checklist with per-item routing to wizard steps
✅ Exploring stage: community type grid + recommendations
✅ Engaging stage: activity feed + career resources + suggestions
✅ Language updates: alumni-first copy, hope-oriented empty states
✅ Connections UX: restriction framing, wizard reorder
✅ Sidebar profile completion through engaged_member stage

13.5 — Tier 2 — Champion Experience

Complete

Contextual prompts, champion recognition badges, and role ideas in digest emails.

Features:

✅ ContextualPromptGenerator service (role-aware, data-driven prompts)
✅ Role card contextual prompt rendering with amber 'Now' badge
✅ Alumni Champion SVG icon badge (directory, discussions, comments, profile)
✅ Role ideas in daily/weekly digest emails
✅ resolve_contextual_cta_route helper for deep-linking

13.6 — Tier 3 — Community Leader Experience

Complete

New member welcoming for community leaders.

Features:

✅ New Members to Welcome prompt for community leaders
✅ Welcome tracking via activity events (cl_welcome_sent)
✅ Community Leader stage integration

13.7 — Champion Nudge Engine & Role Microsite

Complete

Contextual nudges guiding Tier 1 Members toward Champion opt-in, plus 3-page Champion Role microsite.

Features:

✅ Champion Discovery Page (/champion-info) — educational 'What & Why' page, no inline role management
✅ Champion Role Microsite: /champion-info + /roles + /roles/:role with shared navigation
✅ Shared microsite nav partial with tab indicators and dashboard link
✅ Role detail page with management actions (retake quiz, change role, remove role)
✅ Route consolidation: removed duplicates, added DELETE /roles/remove
✅ All entry points updated (dashboard, profile, wizard, nudge → microsite pages)
✅ ChampionNudgeEngine service with 5 trigger definitions and JSONB tracking
✅ Dashboard nudge card with dual CTAs (quiz + learn more) and dismiss
✅ Post-action inline nudges after news/event submissions and 3+ comments
✅ 7 new activity event types for nudge + role management analytics
✅ Consistent max-w-3xl container with standardized padding across all microsite pages

13.8 — Freshness, Signals & Milestones

Complete

Dashboard freshness signals, milestone celebrations, connections sidebar redesign, and community activity badges.

Features:

✅ What's New summary bar with content counts since last visit
✅ Milestone celebrations system (8 types, auto-detection, gold celebration banner)
✅ Connections sidebar redesign (people-first with photos instead of message threads)
✅ Community activity badge labels (new posts + upcoming events per community)
✅ Role card visibility expanded to exploring+ stages

14

Phase 14: Alumni Content Submissions ✓ Complete

Champions submit news and event ideas through forms; staff review, promote to draft, publish directly, or decline with feedback. Full conversation threads, notifications, and attribution.

14.1 — Data Model & Backend Foundation

Complete

Status enums, submission fields, thread/message models.

Features:

submitted/declined status enums on NewsPost and Event models
Submission tracking fields (submitted_by_champion_id, decline_reason, timestamps)
ContentSubmissionThread model with polymorphic content association
ContentSubmissionMessage model with polymorphic sender and read tracking

14.2 — Champion Submission Forms & UX

Complete

News and event submission forms, CTAs, submission history.

Features:

News submission form at /news/submit with community pre-selection
Event submission form at /events/submit with community dropdown
Submit CTAs on news index, events index, and community content sections
Submission history at /my-submissions with status badges
Thread detail view with conversation history

14.3 — Admin Submissions Queue & Review

Complete

Staff review interface with tab-filtered queue and actions.

Features:

Admin queue at /champions/content_submissions with Pending/In Conversation/Promoted/Declined tabs
Promote to Draft (redirects to standard edit form)
Publish Directly with confirmation
Decline with reason prompt
Reply on conversation threads
Admin sidebar link with pending count badge

14.4 — Notifications & Attribution

Complete

Email notifications, in-app notifications, and 'Submitted by' attribution.

Features:

4 notification types: submission_reply, submission_promoted, submission_published, submission_declined
ContentSubmissionMailer with new_submission, champion_reply, and submission_published emails
Attribution display on published news cards/detail and event cards/list/detail

15

Phase 15: Design Consistency Pass ✓ Complete

View-only polish pass aligning all cp/ views to the design tokens established by the Phase 14 /home dashboard. No model, route, or controller changes.

View Documentation

15.1 — Card Radius Sweep

Complete

All card/panel containers converted from rounded-xl/2xl to rounded-md.

Features:

rounded-md on all card/panel containers across 13 targeted pages
Icon containers and chat bubbles preserved (documented exceptions)
Consistent border border-gray-200 and shadow-sm across all cards

15.2 — Card Header Treatment

Complete

bg-gray-50 border-b headers added to show-page cards.

Features:

Card header pattern (bg-gray-50 border-b border-gray-100 px-5 py-3) applied to targeted show pages
Section titles promoted to header bars with justify-between View All links
Body content starts in px-5 py-4 wrapper

15.3 — Typography Cleanup

Complete

ALL CAPS section/form labels removed; standardized to Title Case.

Features:

uppercase tracking-wider and uppercase tracking-wide removed from all section/form labels in cp/ views
Label text updated to Title Case (not just CSS class removal)
Month abbreviations in event date badges preserved (documented exception)

15.4 — Gradient Audit

Complete

Cosmetic content-area gradients replaced with flat design tokens.

Features:

CTA bars on news/index and events/index use bg-gray-50 flat background
Community section panels use bg-white
FAQ category card headers use bg-gray-50
Full-color promotional gradient blocks and role micro-gradients preserved (documented exceptions)

16

Phase 16: Legal & IT Compliance ✓ Complete

Compliance implementation covering legal policy pages, consent tracking, education privacy controls, true account deletion, CAN-SPAM email compliance, security headers, and age attestation.

View Documentation

16.1 — Legal Policy Pages & Consent Flow

Complete

In-app policy pages (ToS, Privacy, Community Guidelines, Cookies) with versioned consent tracking at registration and re-consent mechanism.

Features:

✅ Policy pages served at /terms, /privacy, /community-guidelines, /cookies
✅ cp_policy_acceptances table for audit trail
✅ Cp::PolicyVersion with CURRENT_TERMS / CURRENT_PRIVACY version constants
✅ Registration consent checkbox (ToS + Privacy Policy)
✅ Consent timestamp and version tracking on champion record
✅ Re-consent flow when policy version changes
✅ Footer links to all policy pages
✅ 37 new tests + champion model consent assertions

16.2 — Education Privacy Controls

Complete

Privacy enum for education records with 3 levels (show all, hide year, hide all). Ripples into directory, search filters, and matching services.

Features:

✅ education_privacy enum on cp_champions (show_all, hide_year, hidden)
✅ 6 views updated to respect education privacy level
✅ Directory search/filter exclusion for hidden education
✅ AlumniLikeMe and CareerConnect services updated
✅ Settings page control for education visibility
✅ Self-view shows full education with privacy indicator

16.3 — Account Deletion & Data Export

Complete

True account deletion replacing privacy-only stub. Discussion posts anonymized to 'Former Member', PII purged. Plus 'Download My Data' JSON export.

Features:

✅ Confirmation page with CONFIRM text verification
✅ Cp::AccountDeletionService — full PII purge in transaction
✅ Discussion posts anonymized to 'Former Member'
✅ Messages, memberships, connections removed
✅ Confirmation email to original address
✅ 'Download My Data' JSON export in Settings
✅ Rate-limited to 1 export per 24 hours

16.4 — CAN-SPAM Email Compliance

Complete

Unsubscribe language in all email footers, full physical address in text emails, List-Unsubscribe headers.

Features:

✅ HTML footer: 'Manage preferences or unsubscribe' link text
✅ Text footer: full physical address (1900 Belmont Blvd)
✅ List-Unsubscribe and List-Unsubscribe-Post headers on non-transactional emails
✅ Transactional emails exempted (Devise confirmations, password resets)
✅ Shared text footer partial for all 27 text email templates

16.5 — Security Headers

Complete

Content Security Policy (report-only), Permissions-Policy, Referrer-Policy headers enabled.

Features:

✅ CSP in report-only mode with Google Fonts, OAuth, Tailwind whitelisted
✅ Permissions-Policy restricting camera, microphone, geolocation, payment, USB
✅ Referrer-Policy: strict-origin-when-cross-origin (production)
✅ HSTS via existing force_ssl = true
✅ 11 integration tests for security headers

16.6 — Age Attestation

Complete

Age confirmation checkbox at registration (18+). Records attestation timestamp.

Features:

✅ Age confirmation checkbox on registration form
✅ age_confirmed_at timestamp on champion record
✅ Validation prevents registration without confirmation

17

Phase 17: Champions Landing & Legacy Cleanup ✓ Complete

Public Champions landing page (alumnichampions.com redirect target), generic landing refresh, legacy signup retirement, and data catalog.

View Documentation

17.1 — Public Champions Landing Page

Complete

Publicly accessible /champions page that educates visitors about the Alumni Champions program.

Features:

✅ Public controller (no auth, ApplicationController pattern)
✅ /champions route as alumnichampions.com redirect target
✅ Adapted content from /champion-info for anonymous audience
✅ Three engagement tiers + four role cards (informational)
✅ Social proof: true Champions count (role selected) + city count
✅ OG meta tags for social sharing
✅ Signed-in redirect to /champion-info
✅ 10 tests, 26 assertions

17.2 — Generic Landing Page Refresh

Complete

Update / landing to articulate two-tier value proposition (join network vs. become Champion).

Features:

✅ 'What You'll Find Inside' — 4 feature cards (Directory, Communities, Events, Conversations)
✅ 'For Alumni Who Want to Do More' — Champions teaser linking to /champions
✅ Kept hero visual treatment + social proof + final CTA
✅ Removed inline footer (layout footer)
✅ 10 tests, 22 assertions

17.3 — Legacy Signup Retirement

Complete

Remove public /signups/* flow, preserve ChampionSignup data conversion pipeline.

Features:

✅ 301 redirects: /signups/new and /signups/:id → /champions
✅ Removed public controller, views, mailer, initializer, rake task
✅ Preserved SVG partials (_seal, _icon) used by staff views
✅ Preserved conversion pipeline, staff management, model
✅ 2 redirect tests, 4219 total runs, 0 failures

17.4 — Staff Management & Data Catalog

Complete

Document ChampionSignup data pipeline, preserve staff management tools.

Features:

✅ Verified to_champion_attributes field mapping (9 fields)
✅ Legacy data notice on staff signups index
✅ CHAMPION_SIGNUP_SYSTEM.md updated with retirement notice
✅ Data usage catalog verified against code

Champion Portal Roadmap

Phase 1: Foundations ✓ Complete

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Phase 1C: Role Selection & Quiz ✓ Complete

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Phase 2: Community Leadership ✓ Complete

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Phase 3: Discussion Boards ✓ Complete

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Phase 4: Mobile-First Interface Cleanup ✓ Complete

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Phase 5: Pre-MVP Updates ✓ Complete

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Phase 6: Reporting & Insights

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Phase 7: Career Center ✓ Complete

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Phase 8: Notifications & Digests Consolidation ✓ Complete

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Phase 9: Onboarding & Initial User Experience ⚡ In Progress

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Phase 10: Connections ✓ Complete

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Phase 11: Champion Role Dashboard Card ✓ Complete

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