3. Payment Plan/ Instalments (Phase 4-)
Phase 4 - Membership Periods
Requirement/ user story | Specification | Notes and Wireframes |
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As a staff member, I want to see all different membership types that a contact holds so that I can have an overview of the current and past membership levels this contact have. | ||
The memberships a contact holds should reflect each different membership type. | Option 1: When a membership is added to a contact, if the contact does not hold any membership of the same type, a new membership should be created. Otherwise the membership with the same type should be extended/ updated. Option 2 (minimal): Do not change the current way CiviCRM creates membership records but fix any potential webform and reporting problems caused by that. | (Nice to have) Allow creating overlapped memberships from the same organisation in CiviCRM back-office. |
As a staff member, I want to record the period of each membership so that I can view the complete history of exact dates of signup, renewal and end, and any gaps in the membership where it is cancelled or paused. | ||
Membership period schema |
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Membership signup |
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Membership renewal (upgrade/ downgrade/ renew same type) |
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As a staff member, I want to be able to keep memberships and membership periods up to date so that I can maintain an accurate membership history. | ||
Edit membership periods |
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Admin should no longer be able to edit membership dates when editing a membership. | ||
Cancel membership periods | Allow deactivating membership periods | |
If a payment for an active membership period is overdue for a certain length of time, the membership period should be cancelled. | Create a setting that allows staff to set the number of days after a payment is overdue that a membership period should become inactive. | |
Create a setting that allows staff to set the number of days after a payment is overdue that a membership period end date should be adjusted. | ||
Delete membership periods | Allow deleting membership periods. | Permission |
As a staff member, I want to see the period of each membership signup and renewal so that I can know the complete membership history of this contact. | ||
Display membership periods (pending wireframes) |
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As a customer, I want my membership activated immediately after purchase so I can start using my membership on the day of the signup. | ||
If a membership is paid via Direct Debit, the membership should be activated immediately. | Create a setting that allows staff to specify a list of payment methods. If any membership order is made via these payment methods, the membership period should be activated even if the payment hasn't been completed. | |
Installation and uninstallation | ||
Upgrader |
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Uninstaller | TBC |
TBC - Contribution Page Support
Spec | Wireframes and notes | |
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Contibutuon Page Configuration |
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Contribution Page for Users |
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Confirmation Page |
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System emails | TBC |
Features for later
- Maybe add a new status override option in the future that will cancel itself based on certain status update of linked contribution
- Currently CiviCRM records a line item with quantity = 1 even when more than one terms are sold. In the future, CiviCRM should record a line item with quantity = number of terms and unit price = total amount/ No. of terms.