[Shelter Panel/ Beneficiaries] implement the "Beneficiaries/ All beneficiaries" section

[teodoranegru]

User story

As a Organisation Admin or Shelter user, I want to be able to add and manage the beneficiaries hosted in the shelter.

Description

Implement the Beneficiaries section that allows users to view all the beneficiaries that have stayed in the shelter and register new ones. Once added, a file will be created for each beneficiary, allowing users to manage their stays, personal information, and documents.

Flows

Add beneficiary

1. User navigates to the "Beneficiaries" section, "All beneficiaries" tab from the primary navigation
2. User clicks on the "Add beneficiary" button
3. The system retrieves the "Add beneficiary" wizard (link to desing)
4. User checks the consent checkbox and clicks on the "Next step" button
5. User fills in the Personal details and the form CRUD in Super Admin panel (if it exists) and clicks on the "Next step" button
6. User fills in the information about the stay (start date/ end date)

If the beneficiary is accompanied by children
7.1. The user checks the "Accompanied by children" checkbox
7.2. System displays the fields about children

If the beneficiary is part of an existing group (already created in the system)
7.1. The user checks the "The beneficiary is part of a group" checkbox
7.2. The system retrieves the "Group" select field
7.3. The user searches for the group and selects it
7.4. The current beneficiary is added to that group during the current stay

If the beneficiary is part of a group that is not already in the system
8.1. The user checks the "The beneficiary is part of a group" checkbox
8.2. The system retrieves the "Group" select field
8.3. The user clicks on the "plus" button
8.4. The system retrieves the "Add group" modal screen
8.5. The user fills in the Group name and clicks on the "Save changes" button
8.6. The current beneficiary is added to that group during the current stay

If the stay is linked to an existing request
9.1. The user checks the "The stay is linked to an existing request" checkbox
9.2. The system retrieves the "Request" select field
9.3. The user searches for the request (by ID and Beneficiary name) and selects it
9.4. The current stay is linked to that request

10. The user clicks on the "Finalize" button
11. The system creates the beneficiary file in the system, redirects the user to the file overview page and displays the success message

Business rules

1. Display in the "All beneficiaries" table the following information:

• ID (auto-generated)
• Created at (the date when the beneficiary was added in the system)
• Name (full name of the beneficiary)
• Latest stay
• Group (ID+Group name) - behaves as a link to the view of that group -> opens the view group modal screen

2. Display in the "All beneficiaries" table only the beneficiaries who have had stays in that shelter.
3. Users from any shelter can search for any beneficiary in the database using the search bar in the "All Beneficiaries" table.
4. Add an info icon to the left of the search bar that, when hovered over, displays the following message in a tooltip: Search for a beneficiary who has either stayed in your shelter before or in another shelter. You can view their profile and add a new stay. Use their ID or name to find them. (link to design)

Figma

https://www.figma.com/design/yxJgmSGcAon2LbzGiHA1sG/OneRoof-(UnAcoperis-redesign)?node-id=4024-2932&t=8kRL2NdwVqMTTyNq-4

[teodoranegru]

Left to do:

• Link stay to request
• Link stay to group