SuperCoopBerlin / tapir

Member & shift management system for our cooperative supermarket, SuperCoop Berlin eG
GNU Affero General Public License v3.0
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Update how share transfers are tracked #436

Closed Theophile-Madet closed 1 month ago

Theophile-Madet commented 1 year ago

Currently, there is no good way to transfer a share. We can only end a share and create a new one, but that creates wrong confirmation pdfs.

See https://supercoopberlin.slack.com/archives/C01SYB5QSTB/p1685095231019149

kerstenkenan commented 7 months ago

Tasks related to membership cancellation (from talk with Jess 11/01/2024):

  1. add a field/line: cancellation date for all shares (see screenshot)
  2. Add a page listing member's who are cancelled shares, sorted by cancellation date.
  3. On cancellation, send a confirmation email to the member.
  4. 1 month before the end date send a batched email to accounting listing all members who's membership will end in a month.
  5. On the day of the membership's end, send a confirmation email to the member.
  6. add a field to share's to specify in what way they will end: a.The share is gifted back to the coop (the money stays in the coop) b. The coop buys the share back from the member c. The share is transferred to another member (need a field to indicate who share was transferred to)

image

Alternatives - to 1. create a google calendar event with notifications instead of an automated email to 2. do both --> best to check directly with the accounting team what their preferred method is! to 6. this field is for the use of the Member Office.

General note: this excel file should be on our server, and always overwritten

For member UI - they can see but NOT edit:

For Member Office UI: they can see AND edit / enter information into the fields visible for the member UI:

idea from Kersten: have a cancellation button (only for the Member Office to use), end date is then automatically created note from Jess: will need to have the option to manually change cancellation date in case button is clicked by mistake

kerstenkenan commented 1 month ago

Done ;)