Fulfilment spreadsheet exporter

[janbaykara]

Tasks

• [x] Spike: can we display JSONField as a table in wagtail's ModelAdmin?
• [x] ModelAdmin needs filters:
  • [x] Subscription status: active by default
  • [x] Subscription product
• [x] Export is just name and shipping details
• [x] #72
  • [ ] And run manual Stripe sync on production DB to get started
• [x] #11 Also depends on
• [x] #16

Option 1: Download customer data from Wagtail, but shipping details are hosted in Stripe

• [ ] Export all customers to Stripe with their shipping details
• [X] Sync shipping data to Wagtail
• Add metadata for member / gift giver (based on subscription metadata { type: gift })
  • [ ] When a purchase is made, update customer with this based on all their active subscriptions
• [ ] Create a ModelAdmin view of Stripe customers
  • Make sure that table view can display JSON field for Shipping
  • Filtering out customers who haven't got their own non-gift subscription

Option 2: Download customer data from Wagtail AND shipping details are hosted in Wagtail

• [ ] Export all customers to Stripe (without shipping details)
• Collect new shipping details by...
  • Listening for webhooks from Stripe
  • OR by using our own shipping form
• Add metadata for member / gift giver (based on subscription metadata { type: gift })
  • [ ] When a purchase is made, update customer with this based on all their active subscriptions
• [ ] Create a ModelAdmin view of Stripe customers
  • Filtering out customers who haven't got their own non-gift subscription
• [ ] Do our own shipping address update form

[janbaykara]

Question: (how) do we want to be able to track which books members have received?

Things we know:

• In the current system, members can be manually marked as having received a book
• We might want to send off a book to new members as soon as they sign up

Ideas here:

• We can connect books to a customer as before. Then you can filter who has and who hasn't received a book, and generate an export spreadsheet as required.
• MAYBE we can generate a Shopify order for outstanding deliveries. I am researching this so that we can discuss the possibilities. This is entirely possible!

[janbaykara]

@melaniepatrick, could I get you to tweak some permissions in Shopify?

Visit this page: https://left-book-club-shop.myshopify.com/admin/apps/private/349095133417

Scroll down until you see Show inactive Admin API permissions

Then, where it says Customers: No Access, please switch this to Read and write.

Thanks!

[melaniepatrick]

ok that's done!

On Mon, Apr 25, 2022 at 10:03 AM Jan Baykara @.***> wrote:

@melaniepatrick https://github.com/melaniepatrick, could I get you to tweak some permissions in Shopify?

Visit this page: https://left-book-club-shop.myshopify.com/admin/apps/private/349095133417

Scroll down until you see Show inactive Admin API permissions

[image: Screenshot 2022-04-25 at 09 57 26] https://user-images.githubusercontent.com/237556/165056346-06675c12-ad79-4ba0-a345-8c1cc0b50440.png

Then enable 'read and write' access on the Customer resource.

[image: Screenshot 2022-04-25 at 09 16 33] https://user-images.githubusercontent.com/237556/165055553-b3622f4c-c506-413e-9ee6-95e5a7949fe7.png

Thanks!

— Reply to this email directly, view it on GitHub https://github.com/commonknowledge/leftbookclub/issues/80#issuecomment-1108287879, or unsubscribe https://github.com/notifications/unsubscribe-auth/AYBPO53O4A2ZHGGXLXUWPLTVGZNW5ANCNFSM5T7YSXQA . You are receiving this because you were mentioned.Message ID: @.***>

[janbaykara]

@melaniepatrick, you can have a look at the membership export view here! https://lbc-staging.fly.dev/admin/app/lbcsubscription/?status=active&product=prod_LPVfI1zA2KEIiQ We can walk through this together on a call.