are the different scenarios that could happen on the membership terms of the same membership line. Please notes the dates and types are intended term information when but not the end result assuming any automated adjustments need to happen for any scenario.
Adding a core setting to disregard membership organisation and always create a different membership line for each membership type.
Term 1 | Term 2 | Behaviour description and notes |
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Membership Type | Term Dates | Membership Type | Term Dates | Notes | Expected behaviour/ any auto-adjustment |
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No gap or overlap |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Standard renewal. No adjustment needed. |
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Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | Standard upgrade. No adjustment needed. |
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Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Standard downgrade. No adjustment needed. |
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Gapped |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/02/2018 - 31/01/2019 | Renewal with a gap. No adjustment needed. |
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Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/02/2018 - 31/01/2019 | Upgrade with a gap. No adjustment needed. |
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Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/02/2018 - 31/01/2019 | Downgrade with a gap. No adjustment needed. |
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Overlapped |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/09/2017 - 31/08/2018 | | Prevent this |
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/09/2017 - 31/08/2018 | Upgrade before the current term ends? Do we need to adjust the current term dates? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/09/2017 - 31/08/2018 | Downgrade before the current term ends? Do we need to adjust the current term dates? | TBC |
Editing term 1
Term 1 | Term 2 | Behaviour description and notes |
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Membership Type | Term Dates | Edited Term Dates | Membership Type | Term Dates | Notes | Expected behaviour/ any auto-adjustment |
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Originally no gap, extending term 1 to overlap |
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Standard Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/01/2018 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/01/2018 | Advanced Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/01/2018 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Originally no gap, shortening term 1 to gap |
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Standard Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/10/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | 01/01/2017 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Originally gapped, updating term 1 but still gapped |
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Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/10/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Advanced Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Originally gapped, extending term 1 to connect to term 2 |
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Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 |
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Advanced Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Originally gapped, extending term 1 to overlap with term 2 |
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Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/03/2018 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Standard Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/03/2018 | Advanced Membership | 01/01/2018 - 31/12/2018 |
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Advanced Membership | 01/11/2016 - 31/10/2017 | 01/11/2016 - 31/03/2018 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Originally overlapped, updating term 1 but still overlapped |
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Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/01/2018 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/01/2018 | Advanced Membership | 01/01/2018 - 31/12/2018 |
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Advanced Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/01/2018 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Originally overlapped, updating term 1 to remove the overlap and connect to term 2 |
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Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 |
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Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 |
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Advanced Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 |
|
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Originally overlapped, updating term 1 to remove the overlap and creating a gap |
|
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Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/10/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | Upgrade before the current term ends? Do we need to adjust the current term dates? | TBC |
Advanced Membership | 01/01/2017 - 31/03/2018 | 01/01/2017 - 31/10/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | Downgrade before the current term ends? Do we need to adjust the current term dates? | TBC |
Editing term 2
Term 1 | Term 2 | Behaviour description and notes |
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Membership Type | Term Dates | Membership Type | Term Dates | Edited Term Dates | Notes | Expected behaviour/ any auto-adjustment |
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Originally no gap, updating term 2 to overlap |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 | Any user story for this? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 | Any user story for this? | TBC |
Originally no gap, updating term 2 to gap |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Originally gapped, updating term 2 but still gapped |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/04/2018 - 31/03/2019 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/04/2018 - 31/03/2019 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/04/2018 - 31/03/2019 | 01/02/2018 - 31/01/2019 | Any user story for this? | TBC |
Originally gapped, updating term 2 to connect to term 1 |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/04/2018 - 31/03/2019 | 01/01/2018 - 31/12/2018 |
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Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/04/2018 - 31/03/2019 | 01/01/2018 - 31/12/2018 |
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Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/04/2018 - 31/03/2019 | 01/01/2018 - 31/12/2018 |
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Originally gapped, extending term 2 to overlap with term 1 |
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Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 |
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Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 |
|
|
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/01/2018 - 31/12/2018 | 01/10/2017 - 30/09/2018 |
|
|
Originally overlapped, updating term 2 but still overlapped |
|
|
Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/11/2017 - 31/10/2018 |
|
|
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/10/2017 - 31/09/2018 | 01/11/2017 - 31/10/2018 |
|
|
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/11/2017 - 31/10/2018 |
|
|
Originally overlapped, updating term 2 to remove the overlap and connect to term 1 |
|
|
Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/01/2018 - 31/12/2018 |
|
|
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/10/2017 - 31/09/2018 | 01/01/2018 - 31/12/2018 |
|
|
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/01/2018 - 31/12/2018 |
|
|
Originally overlapped, updating term 2 to remove the overlap and creating a gap |
|
|
Standard Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/04/2018 - 31/03/2019 |
| TBC |
Standard Membership | 01/01/2017 - 31/12/2017 | Advanced Membership | 01/10/2017 - 31/09/2018 | 01/04/2018 - 31/03/2019 |
|
|
Advanced Membership | 01/01/2017 - 31/12/2017 | Standard Membership | 01/10/2017 - 31/09/2018 | 01/04/2018 - 31/03/2019 |
| TBC |