1. Done, Aug 1 CRUD operations on a member

  2. Done, Aug 8 Output a comma-delimited file of member addresses for mailmerge

  3. Done, Aug 29 Generate PDF mailing labels

  4. Done, Sep 7 Expiration date of membership -- output should only include current members

    • done for labels and CSV

    • not done for rails-generated member list (and maybe shouldn't be, or, at least not by default)

    • test data for csv is duplicated (test and yaml) See named fixtures.

  5. Done, Sep 26 Multiple classes of members: regular, associate, subscription, friend

  6. subset member selection based on membership class

  7. Done, Nov 14 subset member selection based on state/country or other critera

    • not done for rails-generated member list

  8. sort output by country/zip/etc.

    • started sort by name, only

  9. Effective date (i.e. starting date) for members
  10. Subset selection for HTML listing (date, state, country, etc.)
  11. schedule an address change with a future date
  12. schedule an annual recurring address change by date
  13. ancillary information associated with members, e.g., information about their boat, children, phone numbers, email addresses

    • The boat<-->member relationship is many to many. Several members can share a boat. One member can have several boats. This relationship potentially has a start and end date.

    • Children: currently I track name and age, with an annual update of the ages. Storing birth year would allow age to be calculated automatically.
  14. View tabular listings: select columns to display, criteria for selection
  15. Logins for users of the application
  16. Multiple classes of users: admins, privileged users, public users who cannot see some data, such as addresses.
  17. audit logging
  18. schedule sailboat usage (for developers)
  19. Track officers and other roles and be able to generate lists or mailing labels
  20. Ability to fill unused labels in last sheet with a officer labels to prevent wastage
  21. workflow for new member: add to database, print welcome letter, packing list/label, email notification to select officers
    1. amount paid, items ordered
  22. workflow for renewals:
    1. generate renewal letters (merge with templates)
      • different templates for different membership classes, country, membership not expiring (but requesting information update)
    2. screen for information update, amount paid, items ordered, extend expiration
    3. screen for renewal declined
    4. reminder letters, postcards, emails for pending renewals (no response yet)
    5. screen for terminating un-renewed memberships

AgileMaryland: CodeProject/UserStories (last edited 2009-08-01 01:04:06 by localhost)