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Update account management system #85

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jonathanstegall opened this issue Feb 1, 2019 · 2 comments
Closed
16 tasks done

Update account management system #85

jonathanstegall opened this issue Feb 1, 2019 · 2 comments
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@jonathanstegall
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jonathanstegall commented Feb 1, 2019

We need to do these things:

Account Settings

  • Show multiple email addresses if user has them
  • Add/delete email addresses to user record
  • Mark email address as primary
  • Link each email address to page where user can manage MailChimp settings
  • Ideally, find some way to resubscribe users who have unsubscribed via API.

Donations

  • If user has recurring donation and its status is Open, show it. "Your donation is $10 monthly, and the next donation date is 2/4. Edit (send to current update page in the Stripe app) | Cancel (send to new cancel page in the Stripe app)
  • List all Pledged opportunities with their CloseDate value. Edit (send to current update page in the Stripe app) | Cancel (send to new cancel page in the Stripe app)
  • If user has never made a donation, give them a link to the donate page
  • If user has ever made a donation, show them a link to Your Donation History

Your Donation History

  • List all Failed opportunities (only those with Failed as their StageName value) by CloseDate. Edit (send to new page in the Stripe app)
  • List all Closed Won opportunities by CloseDate

Stripe app changes

  • Move recurring donation to Cancelled (Open-Ended Status field)
  • Move opportunity to Closed Lost (StageName field)
  • Resubmit failed opportunity. Change StageName to Pledged and update its CloseDate (this will send a receipt to the user when it processes, as normal)

Salesforce

  • Send email to user when they cancel a donation
  • Send email to user when a donation fails
@jonathanstegall
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jonathanstegall commented May 2, 2019

The item "Link each email address to page where user can manage MailChimp settings" is fixed in this PR: MinnPost/minnpost-largo#12.

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The resubscribe item is fixed in MinnPost/minnpost-form-processor-mailchimp#1.

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