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Paul Ginsberg edited this page Jun 29, 2021
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Welcome to the MembershipSchemaAndBenefits wiki!
We use a combination of Cumulus & Metecho to progress unmerged branches and open Issues (where we file all the tasks); try to wrap everything up at the end of each sprint so the next sprint doesn't have to start by figuring out what still needs to be merged.
- Continue use of Metecho!
- Determine whether automation around dates & MCR management is sufficient for MVP
- Determine guidelines for more/less sophisticated use cases (i.e., whether or not an org is going to use Products) and user stories for each
- Determine whether to support both paths and to what degree (i.e., build automation to renew memberships based on a trigger on Opportunity Product & Opportunity, and let a custom setting or custom metadata determine which to use)
- Review Requirements page and identify MVP candidates; move these to Issues for development
- Improve documentation!!
- Continue to build MVP features
- Testing/validation
- Identify some 'optional' features (i.e., Opportunity-related) that could be handled using Flow(s) that could be easily switched on/off depending on needs/use cases. This could serve as the foundation for Apex with UI-controlled settings while being lighter-weight to set up as needs are refined
Membership Package Documentation
- Current data model, fields, automation that exists in the membership package work in progress
- Evolution of the data model
- Use cases
- Long list of wishlist items and requirements
- Some have been converted into Issues for package development
- Suggestions and guidance for getting the most out of existing NPSP functionality - work in progress, additions encouraged
These can be searched for using the search bar at the side, just type the year of the Sprint (the first one being in 2019)