Uploaded image for project: 'CiviCRM'
  1. CiviCRM
  2. CRM-1015

CiviMember - Component, Menus, Sample Data and Dashboard

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.5
    • Component/s: CiviMail
    • Labels:
      None

      Description

      [Refer to CiviiMember spec for background, examples and details on this issue... http://wiki.civicrm.org/confluence/display/CRM/CiviMember+-+Phase+1+Specifications]

      Define CiviMember ("CiviCRM Membership Engine") in Core_Component.

      • component is enabled via Config enableComponents
      • permissions are "access CiviMember", and "edit memberships" (same rules/structure as for contributions)

      Implement menus for CiviMember with permissioning:

      • CiviMember is new top-level menu (follows CiviMail in menu block)
      • Sub-menus are "Find Members" and "Import Members"

      Create sample data for CiviMember objects in xml/templates/civicrm_sample.tpl. Include 3 membership_type records, 3-4 membership_status records. (use case examples in spec for "ideas" on sample data...)

      Modify GenerateData.php to include insertion of corresponding membership records using the 3 sample membership_type(s) for ~25% of contacts. Use a variety of statuses and start dates (preferably w/ start dates that are offsets of current date so that "reports" for recent months return some data - see next item...).

      +++++++++
      Dashboard
      +++++++++
      Implement CiviMember "component dashboard" (civicrm/member?reset=1) based on layout provided in Member/Page/DashBoard.tpl and spec as follows:

      Membership Summary Table
      =======================

      • Dynamically display current month and current year instead of "June" and "2006" in the MTD and YTD column header cells.
      • Table has a row for each active membership_type record - sorted by membership_type.weight.
      • Each cell in the table is a link to member/search?force=1&reset=1&[search params]. Search params for each "count" are noted in the table cells in the tpl file (although they may change a bit once we actually get member search implemented).

      Recent Memberships
      =================
      (we'll embed member search selector here as in CiviContrib dashboard - hold implementation until search is completed)

      [Import Members implementation will be described as a separate Jira issue...]

        Attachments

          Activity

            People

            • Assignee:
              anil Anil Kokitkar
              Reporter:
              dgg David Greenberg
            • Votes:
              0 Vote for this issue
              Watchers:
              0 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved: