Dean Karres
2018-11-23 21:46:40 UTC
Hi,
I have been teaching myself python at the same time I am starting with
Django. I have made a great deal of progress with both but am at a place
where I could really use some advice. I am trying to build a specialized
"Membership" application for a US based non-profit. The non-profit works
with adults, children and families -- sometimes rather complex family
structures. A Membership Application for this entity needs to handle some
peculiar situations.
I have looked at some of the Django e-commerce plugins but there are a lot
of them and some seem to take a lot of configuration. I get lost reading
the setup/config docs while trying to see how a particular module can be
configured for my needs. This is where I need advice.
Because this org does not have money for hardware they will use Squareup
for on-site dues, fees and product sales. Squareup and/or Stripe for
on-line purchases.
The on-line part of the application needs to:
@ allow "Adults", 18 years old or older, to sign-up/register (take profile
data). Let's call this Adult with a login account an "Account Holder".
@ allow Account Holders to:
* purchase a personal "Adult" membership (one-time or recurring /
subscription) or signal that they will pay in person via with cash or
check.
* purchase one or more memberships for other related Adults or Youth
(under 18 years old). The "other" membership purchases must take
"non-login" profile data.
* when creating additional memberships be aware of special billing
rates; for example: multiple memberships "belonging" to the Account
Holder are considered to be a "Family Membership". No Family pays
more than a fixed amount per month. Also, if multiple Youth
memberships are created then there is special pricing: the first Youth
is at the regular Youth rate and each additional Youth is at a reduced
rate -- keeping in mind that maximum Family Membership rate.
* cancel Membership(s).
* modify Membership Profile data and payment methods for all Members
belonging to the Account Holder.
@ more than one Account Holder may have financial responsibility for a
"Family Membership". This can get complex. The non-profit does not
currently have any complex Family payment situations but in the past there
have been situations where a non-"member" parent/guardian will pay for
one or more members one month and one or more other parent/guardians
will pay for some sub-set of members. Sometimes these non-members are
also non-Account-Holders. All of the payments need to be tracked and
applied to the correct member(s).
@ the "Profile Data" associated with each member needs to include the
obvious: name, birth-date, address, phone number(s) for contact,
SMS-allowed number(s), emergency contact number(s), email address(es).
Emergency contact information, especially for Youth, might need multiple
contacts and an order of contact.
@ the non-profit is educational in nature. The member information needs to
carry information about test dates, pass/fail status, current level, class
attendance dates. This information should be viewable by the Account
Holder but can oly be added/modified by an Teachers.
@ Teachers is a group that is made of select Account Holders who are
Members. Membership in the Teachers group is managed by Administrators.
@ Administrators is a group that is made of select Teachers.
@ report generation features should be available to Administrators and
offer
things like:
* list of login accounts with no members with options to delete, revoke,
lock the login accounts.
* list of members with filters for just about anything that can appear in
the profile data.
* billing related reports: who paid, how much, how, when, in what time
period, etc
@ Teachers need tools to, at least, take attendance.
@ Teachers and Administrators need the ability to allow new Account Holders
to sign-up on-sitre; and, to allow Account Holders to add / modify
account / member information. Teachers may or may not need the ability to
"Close" Account Holder accounts, that's still being debated. They probably
should be able to Pause accounts with comments that Administrators review.
That is not an exhaustive list but this is probably too long already.
In a nutshell, I need a membership, billing, student tracking app (or
cooperating apps). The advice I seek is: which existing Django based
modules do what I want or come close?
Thanks
I have been teaching myself python at the same time I am starting with
Django. I have made a great deal of progress with both but am at a place
where I could really use some advice. I am trying to build a specialized
"Membership" application for a US based non-profit. The non-profit works
with adults, children and families -- sometimes rather complex family
structures. A Membership Application for this entity needs to handle some
peculiar situations.
I have looked at some of the Django e-commerce plugins but there are a lot
of them and some seem to take a lot of configuration. I get lost reading
the setup/config docs while trying to see how a particular module can be
configured for my needs. This is where I need advice.
Because this org does not have money for hardware they will use Squareup
for on-site dues, fees and product sales. Squareup and/or Stripe for
on-line purchases.
The on-line part of the application needs to:
@ allow "Adults", 18 years old or older, to sign-up/register (take profile
data). Let's call this Adult with a login account an "Account Holder".
@ allow Account Holders to:
* purchase a personal "Adult" membership (one-time or recurring /
subscription) or signal that they will pay in person via with cash or
check.
* purchase one or more memberships for other related Adults or Youth
(under 18 years old). The "other" membership purchases must take
"non-login" profile data.
* when creating additional memberships be aware of special billing
rates; for example: multiple memberships "belonging" to the Account
Holder are considered to be a "Family Membership". No Family pays
more than a fixed amount per month. Also, if multiple Youth
memberships are created then there is special pricing: the first Youth
is at the regular Youth rate and each additional Youth is at a reduced
rate -- keeping in mind that maximum Family Membership rate.
* cancel Membership(s).
* modify Membership Profile data and payment methods for all Members
belonging to the Account Holder.
@ more than one Account Holder may have financial responsibility for a
"Family Membership". This can get complex. The non-profit does not
currently have any complex Family payment situations but in the past there
have been situations where a non-"member" parent/guardian will pay for
one or more members one month and one or more other parent/guardians
will pay for some sub-set of members. Sometimes these non-members are
also non-Account-Holders. All of the payments need to be tracked and
applied to the correct member(s).
@ the "Profile Data" associated with each member needs to include the
obvious: name, birth-date, address, phone number(s) for contact,
SMS-allowed number(s), emergency contact number(s), email address(es).
Emergency contact information, especially for Youth, might need multiple
contacts and an order of contact.
@ the non-profit is educational in nature. The member information needs to
carry information about test dates, pass/fail status, current level, class
attendance dates. This information should be viewable by the Account
Holder but can oly be added/modified by an Teachers.
@ Teachers is a group that is made of select Account Holders who are
Members. Membership in the Teachers group is managed by Administrators.
@ Administrators is a group that is made of select Teachers.
@ report generation features should be available to Administrators and
offer
things like:
* list of login accounts with no members with options to delete, revoke,
lock the login accounts.
* list of members with filters for just about anything that can appear in
the profile data.
* billing related reports: who paid, how much, how, when, in what time
period, etc
@ Teachers need tools to, at least, take attendance.
@ Teachers and Administrators need the ability to allow new Account Holders
to sign-up on-sitre; and, to allow Account Holders to add / modify
account / member information. Teachers may or may not need the ability to
"Close" Account Holder accounts, that's still being debated. They probably
should be able to Pause accounts with comments that Administrators review.
That is not an exhaustive list but this is probably too long already.
In a nutshell, I need a membership, billing, student tracking app (or
cooperating apps). The advice I seek is: which existing Django based
modules do what I want or come close?
Thanks
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