Outstanding Work

We made a fantastic start at GiveCampUK 2011. The following list is what we discussed in the Friday night meetings, but didn't manage to implement over the rest of the weekend.

GiveCRM.Admin

Provision database

• Add database connection string to config
• Use hard-coded SQL Server T-SQL
  • Will be replaced with cross-database migrations eventually

Create admin user

• User name is "admin" [I think we should revisit this decision --alastairs]
• Confirm password [Possibly a good idea, not currently done. Thoughts? --alastairs]
• Create user
• Add user to Admin role

GiveCRM

Member Management

• Search criteria on facets
  • Is
  • Is not
  • Contains
  • Starts with
  • Ends with
  • Any
  • All
• Contact preferences (i.e., email, phone, etc.)
• Delete member data
  • Overwrite personally identifiable data
  • Keep attributes [? --alastairs]
  • Mark as inactive

Donations

• Better insight into donations
  • Donations or total donations within specified value range
  • Have donated since [date]
  • Have not donated since [date]
• Reporting (nice to have)
  • By campaign
  • By date range
  • By region

Campaigns

• Campaign history
  • Is
  • Is not
  • Contains
  • Starts with
  • Ends with
• Member contact history
• Member is contactable by email/phone/SMS/snail
• Update campaign with date campaign was run
• Campaign management
  • Sort list of previous campaigns by date campaign was run
  • Re-export list of campaign contacts
  • Clone campaign as new campaign (including criteria to re-run)
  • Change criteria for campaigns that have not been run
  • [Delete a campaign --alastairs]

Administration, Authentication and Account Management

• Create new users
  • Specify email and initial password
• De-activate users
• Change password
• Forgotten password

Import and Export data

• Display uploaded records in table format (done for the demo, lost post-demo)
• Confirmation:
  • Accept and create records
  • Reject and upload file again [Allow rejection of individual records? --alastairs]
• Reinstate error messages which stopped working after moving the functionality into GiveCRM proper.

Polish

This stuff wasn't covered in the discussions, but is a list of niggles to be give the app a proper polish.

• Paging of search results
• Rename "Facets" [May need input from domain experts --alastairs]
• Rename the "commit" action on campaigns [Needs input from domain experts, IMO --alastairs]
• (Copy) is appended to the description text when cloning a campaign. Surely just the title is enough? --alastairs
• Displaying donated amounts to two decimal places only (currently 4!)
• Ensure all views use Bootstrap styling for a consistent, well laid out UI