Membermatters: Difference between revisions
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* we also need to edit frontend/src/i18n/en-AU/index.ts to change "mobile number" to "Phone Number (or X)" (it builds to /usr/src/app/frontend/dist/spa/assets/index.*.js ) | * we also need to edit frontend/src/i18n/en-AU/index.ts to change "mobile number" to "Phone Number (or X)" (it builds to /usr/src/app/frontend/dist/spa/assets/index.*.js ) | ||
* we are working on mounting the docker image with git on the server, so we can make changes to production and try them | * we are working on mounting the docker image with git on the server, so we can make changes to production and try them | ||
* RechnerFox setup a staging instance for us! | |||
* we should set up a schedule for rebasing in changes from upstream, then shoving our changes back on top. then we can deploy to docker directly from our github fork | * we should set up a schedule for rebasing in changes from upstream, then shoving our changes back on top. then we can deploy to docker directly from our github fork | ||
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Site Logo worked! Martin and Nicholas poked around more with it, and the favicon doesn't seem to be used anywhere except emails? But doing a rectangular image for the logo works! It's one of the logos from the wiki - possible we should switch it to a WP upload for speed, not sure how much that matters. | Site Logo worked! Martin and Nicholas poked around more with it, and the favicon doesn't seem to be used anywhere except emails? But doing a rectangular image for the logo works! It's one of the logos from the wiki - possible we should switch it to a WP upload for speed, not sure how much that matters. | ||
== Currently ( 2026- | == Currently ( 2026-06-04 ) == | ||
Martin added two payment plans and tested one and put in his card and it worked! Got an email and got to next steps | Martin added two payment plans and tested one and put in his card and it worked! Got an email and got to next steps | ||
Ivan signed up, paid, and got to the post-signup page | |||
Julio signed up, paid, and go to the post-signup page | |||
= Membership Plan Setup = | = Membership Plan Setup = | ||
== Adding a Membership Payment Plan == | == Adding a Membership Payment Plan == | ||
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* Inactive / Active -> Supporter | * Inactive / Active -> Supporter | ||
* Inactive / Inactive -> Former Member | * Inactive / Inactive -> Former Member | ||
=== Membermatters-related workflow === | |||
# User submits Intent to join form | |||
# User creates an account / signs up on member matters. They land on a 'Contact Us' page for next steps - Membership Status: noob. Subscription Status: inactive | |||
# User adds payment info to member matters and selects a payment plan - Membership Status: noob. Subscription Status: active | |||
# User gets 3 endorsements achieved. Membership Status: noob. Subscription Status: active | |||
# Current members have next member meeting, check for new forms, review Taiga. | |||
6. For any members that meet all reqs, to make them a member: | |||
* [[add them to members mailing list]] | |||
* reply to their request form email that they have met reqs and are a member (this lets existing members know) | |||
* on MM in the frontend, go to Admin Tools >Signup Progress > click on SomeUser. (Can also see via Admin Tools > Members, Filter - All > click on SomeUser) Click the Make Member button. This sets their Membership Status in MM to active, and sends the Welcome Email. | |||
* [[get them door access]] | |||
7. User is a member! | |||
=== I want to become a member!! Onboarding Steps === | === I want to become a member!! Onboarding Steps === | ||
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=== Need to Setup, Immediate Actions === | === Need to Setup, Immediate Actions === | ||
# Set up membership tiers | # Set up membership tiers - done? we only have one | ||
# Set up payment plans | # Set up payment plans - also done, mirroring the ones on sudohumans | ||
=== Pain points: We need to fix these issues ... later === | === Pain points: We need to fix these issues ... later === | ||
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# ''members can see each others activities on member matters'' | # ''members can see each others activities on member matters'' | ||
# ''update welcome and alert emails'' | # ''update welcome and alert emails'' | ||
# ''updating the amount someone is paying requires an admin to change it in django, there's no way for a user to do that, and also no corresponding vue card in the frontend'' | |||
= TODO = | = TODO = | ||
# '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!) | # '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!) | ||
# '' Seems like some timedate setting is still configured to be DD/MM/YYYY somehow? | |||
# '' Seems like some timedate setting is still configured to be DD/MM/ | # '' UX: The ending page takes someone to Contact Us page, kinda unclear what the actual steps are | ||
# '' UX: Welcome email sent from MM says "here are some next steps" but it's empty, ha. | |||
# '' see also maybe [https://github.com/sudoroom/MemberMatters/issues the github issues page] | |||