@louking louking released this Feb 2, 2019

Enhancements

  • event calendar: exception display color now unique
  • docs: Event State Flow, Event Process Flow
  • default show all for certain tables
Assets 2

@louking louking released this Jan 30, 2019 · 7 commits to master since this release

Bug Fixes

  • contract filename has safe characters

Enhancements

  • super-admin tags view
  • flask preraceprempromoemail cli command
Assets 2

@louking louking released this Jan 19, 2019 · 12 commits to master since this release

Bug Fixes:

  • events edit: premium promotion allows edit of course and time

Enhancements:

  • event exceptions create allows create of new date rule
  • docs: date rules, event exceptions
Assets 2

@louking louking released this Jan 17, 2019 · 17 commits to master since this release

Bug fixes:

  • database changes
    • increase width of database fields
    • client.contactFullName becomes client.contactLastName
  • daterule name includes additional days and offset
Assets 2

@louking louking released this Jan 16, 2019 · 19 commits to master since this release

Bug fixes

  • required field works when 'id' in string field
  • client uses contact last name (label only)
  • admin calendar handles quotes in select names
Assets 2

@louking louking released this Jan 16, 2019 · 24 commits to master since this release

The Contracts Management Tool (contractility) is a database to handle contract support. This tool automates much of the contract management flow.

Events

contractility has the following features for Events management

administor login

  • administrator logs in with G Suite account
  • administrator has role super-admin or event-admin

Contract Generation

  • view events from calendar or table
  • record details about an event
  • record details about clients
  • record details about services offered
  • record text related to contracts and emails
  • record exceptions, e.g., days which normally are available, but not, or days which normally are not available but are
  • when ready, administrator can press a button to generate a contract and email
  • agree button within email brings up web page, and details about the agreement are recorded (name, email, any notes)
  • event state is managed by the tool and/or by the administrator, as appropriate

Automated Processes

  • generate pre-race email, about 5 days before the event
  • generate lead email, about 2 days before the event
  • renew race for the following year, about 5 days after the event
  • generate post-race email, about 5 days after the event

Emails

emails are generated for the following events. Note email text is configurable by admin with super-admin priviledge

  • admin generates a contract

    • sent to client, copying CONTRACTS_CC configuration
    • email contains link to contract, link to download contract
    • email contains button to agree to contract, which opens a webpage with agreement form
  • agreement form accepted

    • sent to client, copying CONTRACTS_TREAS_CC configuration (e.g., including Treasurer)
    • contains details and reminders about the contract, and links to the contract and for download
  • pre-race email

    • sent to client, copying event lead and CONTRACTS_CC
    • reminds everyone about the upcoming event, contact information, etc
  • lead email

    • sent to event lead, copying CONTRACTS_CC
    • reminds lead about contact information and what information needs to be collected day of the event
  • post-race email

    • sent to client, copying CONTRACTS_CC
    • thanks client for using services, indicates holding next year's date for them, provides survey

client views

  • calendar of availability
  • services request form
Assets 2