Roadmap - The Fantail Plan

Roadmap

Jan 2024 :: Followers cont...

Next up:

  • Make email Unscubscribe for User as trouble free as possible (top of email page? at very least largely obvious at bottom)

  • Org page: Make badges actually work

  • Logged out: Check home and refine to just pointing towards current orgs on Fantail

  • Logged out Subscription signup redefined:

    • Invite link is base link for Org
    • Honeypot the rego / Purge non following/sub'ed periodically
    • On Subscription and Authed go to existing Account page with outstanding Subs
  • Add banking details to Email when sub not paid?

  • Notes Validation: Make not required on Payment and Sub..Purchase?

  • Searchable API driven Select - https://tom-select.js.org/examples/remote/

  • Check Follower Auth cycle from Newsletter

  • Update core - https://laravel.com/docs/10.x/upgrade#updating-dependencies

Done

  • Redo homepage simplify
  • First login, register process incremental .. Enter email, then name if none, then send a login link then login then dash

October 2023 :: Followers

Done

  • In OrgAdmin let Admin see and set Unsubscribe State. Also Delete?
  • Org page: Remove User profiles and just have count for now? If news date older than x then don't have date or just have year?
  • Logged in Org page: Reintroduce Follow and Signup feature for those wanting to get email newsletter or Join
  • User Dash: Combine Org and their subs (with subs at top)
  • User Dash: Add "Renew or add new subscription" from list of possibles

July 2023 :: Followers

Done

  • Filter send Newsletters by badge as well as existing
  • Newsletter subscriptions per org
  • Import from CSV including badge_id
  • Fix bug in Payment add

June 2023 :: Accounting tools & Followers

Done:

  • Should not be able to over assign Payments
  • Sub only should marked paid only if Payments assigned to it equal outstanding (and reverse)
    • So on Paymemt Assign trigger event to check and make changes to linked subs?
    • On same event if Payment assignments = Payment->amount then set Payment as reconciled
  • Unlink payments via link table id not detach as it takes all of them
  • Purge historic imported followers to get followers relaunched with some tricky sql
  • Tabs - Alpine - for Bank/CC payment
  • Payment Show and Assign to SubscriptionPurchases
  • Finance main menu item with list of un assigned / reconciled payments
  • Org menu to mobile dropdown
  • Add future year subscriptions and assign payments to them (the Darlso problem)
  • Increment emails sent on Email model when testing and sending
  • Links in auth templates

May 2023 :: Making it work for WCW continued...

Done:

  • Create common email template stack, dry it up
  • Magiclink login process
  • Email filters by Unpaid so can send prompt email
  • Morphable Payments to Subscriptions to make reconcilable
  • Basic email comms send selected by current subscription status
  • Whole row linking especially on members
  • Make row UX standard with hover to indicate drillin
  • Org feature set to meta json and Middleware to clean up features live
  • Copy to clipboard for User email and name for transferring to Xero

Fridge:

  • Disallow multiple subscriptions to the same sub?
  • Add user email subscription setting per Org
  • Add notes to subs in row xs-font
  • Edit Badge Awarded to add notes (but not change user who awarded it?)
  • Fix Create member, remove adding sub on edit just make follow and point back to User
  • Adding badge page should show User->name context header and link back to user
  • Policy for unlinking from org if related exists. So stop folliwing from user side but still visible from admin.
  • Basic unlink User from org. Check related subs/badges first otherwise advise.
  • Add org roles to User so can show in headers

February 2023 :: Make it work for WCW

Done:

  • Admin add Subscriptions for historic or future years
  • Avatar to Member/Show
  • Search members by email/name
  • Paginate Members ++50
  • Filter Members by payment status and by subscription (i.e 2023 ?)
  • Soft Delete Subscription Purchases ../membership/10/subscription/edit/6
  • Badges for skill awards and creating groups
  • Basic payment reconciliation on subscriptions
  • Fix the render issue with the Blade::if

August 2022 :: Push comms. Email digests for Members.

  • Check mobile first/desktop for main pages
  • Get Fantail on the server
  • Splash image for Organisation
  • Blog/News feature for Organisations
  • Logos and mood image for Organisations

July 2022 :: Debut online and Test with Real Organisations

To make it useful to everybody we need to find some other Organisations who would like to kick the tyres and look at using Fantail for themselves.

  • Island style move title inside
  • Basic recurring event page
  • Index page sidebar with Fantail Explanation
  • Edit org
  • Remove Org links from user menu add Avatar, Org menu add logos and move 'admin' right
  • User dash add Event bookings
  • Fantail itself Description, Subscriptions and livery colours
  • Get colour pallet from Org logo

June 2022 :: First Edition: Organisations, Events & Subscriptions

Much hacking to bring the initial features to the world. The WCW & Fabricate needs to run some Events and manage their subscriptions!

  • Multi tenant orgs
  • Subscriptions
  • Events including multi session and recurring
  • News updates
  • Credit card payments for Events - Single Stripe account

The Future :: No particular order

  • Purchasables (ProductsServices?) to add on things like Training.

  • Org User Lock Policy - Can not edit user table stuff when a user has logged in or if a 2nd org is linked

  • Check mobile first/desktop for all pages

  • Opengraph image and tags for News

  • Beautiful bookable/payable Session Event page (move booking info down)

  • If an Org wants to add a member email them an invite email they can click on

  • Manual Organisation Signup process

  • Org relative Stripe Payments switching

  • Email link to login

  • Members can Follow Events, as well as Book

  • Expand Subscriptions to Fundraising types of Subs as well?

  • Search for local events (by lat/long Postcode)

  • Bring in Confirmed Email Member Level for some features (make Admins, Events and Subs etc basically create/edit anything) https://laravel.com/docs/9.x/verification

  • From LogoColours produce dark bg gradiant and Title colour