Closed (fixed)
Project:
Member Platform
Version:
1.0.x-dev
Component:
Meeting
Priority:
Normal
Category:
Task
Assigned:
Unassigned
Reporter:
Created:
18 Oct 2025 at 02:11 UTC
Updated:
26 Nov 2025 at 05:24 UTC
Jump to comment: Most recent
0️⃣ Who is here today? Please post your Drupal.org username if you have one. We provide issue credit for those contributing to the meeting beyond this thread. Especially if this is your first meeting, please mention a club, association, meetup group, non-profit or other membership organization (MO) you think could benefit from this initiative and/or tell us why you’re joining us.
| beautifulmind | Beautifulmind |
| jdleonard | JD Leonard (jdleonard) |
| Scott Wolpow | Scott Wolpow (scottwolpow) The NYC Drupal users group and my Kayak and rowing nonprofits liccb.org and ercrew.org |
| bsnodgrass (he/him) | Bob Snodgrass (bsnodgrass) St Charles IL beautiful sunny and crisp day here in the Chicago area |
| Scott Wolpow | Rainy and cooler in NYC |
| estevenson | Erica Stevenson (speckles) |
| James Shields | James Shields (lostcarpark) |
| paulmckibben | Paul McKibben (paulmckibben) - Atlanta Drupal Users Group |
| Lee Walker (mr_scumbag) | Lee Walker (mr_scumbag) |
| Eric (sikofitt) | Eric Wheeler (sikofitt) |
1️⃣ Do you have any topics to propose for the meeting today? Open your own thread in the next numeric order or reply to this thread and I'll do it.
2️⃣ Getting CRM to beta.
| jdleonard | @Steve Ayers is targeting mid-November |
| jdleonard | We need folks to download the latest alpha and test it. And, importantly, to review the architecture for anything that should change while it still can. |
| jdleonard | See also the "CRM Beta Blocker" tag (edited) |
| Scott Wolpow | I have that on my weekend to do list |
| Steve Ayers | I was made a maintainer of the Name Field today. |
| James Shields | I will download the latest and test! |
| freelock | I'll take a look at this this weekend, as well -- starting to do more CRM-y things internally now |
3️⃣ CRM Event permissions (edited)
| jdleonard | @estevenson has something to share, I think |
| estevenson | Okay, one thing I was hoping to get outside input on was how permissions would work.In addition to the two obvious permission use cases, akaAs an admin, I can change anyone’s RSVP statusAs a user with an associated Contact record, I can change my own Contact’s RSVP statusWe’ve got use cases where we want users to be able to RSVP on behalf of others, akaAs a Mom, I want to RSVP on behalf of my kids who have Contact records but no associated User (Continued…) |
| Scott Wolpow | Is there mass messaging for the event ig change of venue, cancelation and can we also use sms. I know you need the sms modules. |
| estevenson | I'm not worried about that part yet |
| Scott Wolpow | @estevenson Ok |
| estevenson | The problem is how do we control permission to change other people's RSVP status |
| jdleonard | @Scott Wolpow To answer your question, Member Platform will provide the ability for an Organizer to mass email Contacts based on their RSVP status to a given event. SMS will follow, eventually. |
| Scott Wolpow | The event owner should own the RSVP status via being the admin of that "group". And each member can change their status, but admin can lock them out from that event.Really needed, trust me. |
| estevenson | But we also have scenarios where we want users to be able to RSVP on behalf of others, while not having the ability to RSVP for anyone |
| estevenson | Like that example of an event for kids where the parent is the User, and they have multiple kids with different Contact records |
| Scott Wolpow | Good idea. Will groups accomplish this? Or do we ant to do that within the platform? |
| estevenson | It probably could - in my own brainstorming I wrote We could leverage the special relationship types like "Head of Household". Aka, we have a "Can RSVP for any Contact who is a member of a Household where the Contact associated with your User id has a Head of Household relationship to said Household" |
| estevenson | But right now it's more trying to figure out what permission use cases we want to try to support |
| estevenson | How we implement the permissions is the next question |
| Scott Wolpow | Its like a subgroup. The event is one group, a family or company may be a sub group, only can control their downstream. I had that done years ago in a project using Organic Groups. |
| jdleonard | CRM already provides the construct of a User that has a Person Contact that represents the person behind the User.For the purposes of RSVP'ing others to an event (and likely other use cases), it might be helpful to have additional general constructs of:"Contacts a User controls"Head of household is an example of a Relationship that could affect this"Contacts a User knows"Then an Organizer could, for a given event, choose RSVP behavior (this list needs work) from the following:Only Organizer can RSVP a ContactContacts can RSVP themselvesContacts can RSVP themselvesContacts can RSVP themselves and Contacts they controlContacts can RSVP themselves and Contacts they knowContacts can RSVP anyone (e.g. by providing an email address)(edited) |
| jdleonard | The use of the Group ecosystem of modules could prove relevant here, but we're trying to avoid getting into the implementation detail at this stage. For now, defining the requirements. |
| The above list doesn't differentiate between Members and non-Member Contacts, but of course that could be relevant. | |
| bsnodgrass (he/him) | In the case of someone providing and RSVP for someone else, that person might not be a current contact. I wonder if an entity relationship to the contacts list could be used with the ability to add a contact who does not exist. - Trouble with that is a missed lookup. i.e. Benjamin Smith who happens to be in the system as Ben Smith would create a duplicate.… Just a thought.As an alternative a simple text field to Identify the name being added to the member’s RSVP.I think I like JD’s idea above:Contacts can RSVP anyone (e.g. by providing an email address) (edited) |
| Scott Wolpow | Place on future features list? |
| jdleonard | CRM already provides integration with the Group module. I haven't investigated that yet. All are welcome to add ideas to Feature brainstorming! |
| Scott Wolpow | @jdleonard Can an organizer change a RSVP to a block or remove? This is needed for people who must be denied entry. |
| bsnodgrass (he/him) | @Scott Wolpow sounds like you have experienced this situation :grin: |
| estevenson | You also have scenarios like "Can only RSVP on behalf of paying members" |
| Scott Wolpow | Yes had a reak nut job at a kayak event, Had to call the police |
| Scott Wolpow | Or can only RSVP if in good standing |
| estevenson | You might also want different levels event creater permissions, like event organizer A can create events for non-paying members, but event organizer B can only create events for paying members |
| Scott Wolpow | @estevenson Stepped permissions, which was built for a project in D6, but I will need it again, soon. |
| estevenson | Actually, the ability to even see events based on an assigned category like "paying" or "good standing" is another permission use case |
| jdleonard | @Scott WolpowCan an organizer change a RSVP to a block or remove? This is needed for people who must be denied entry.I just added this to https://docs.google.com/document/d/1niVqhDS5Tv5IcablcZm7jdQBZQD46rshBYRs... |
| It might also be desirable to permit/deny a Contact from changing their RSVP (or doing so after a certain date). (edited) | |
| Scott Wolpow | Can we use group to group relationships?Last time we used OG, then made a subgroup module |
| jdleonard | Is "group to group relationships" something you can define as a higher-level set of requirements? |
| Scott Wolpow | I will brainstorm this. |
| Scott Wolpow | I will figure that out as I need oy for something I need to launch real soon. |
| jdleonard | And, of course, we're brainstorming blue sky here. Member Platform 1.0's requirements will be considerably constrained relative to all these great ideas. |
| paulmckibben | Something else we might want to consider: the ability for a person to RSVP and say "I'm bringing N friends" (i.e. "+1", "+2", etc.) |
| Scott Wolpow | Will try to use entity reference to create the relationships |
| @paigeleskin Good idea, but the event admin should select that, which means we need an event configuration section.meetup and others let anyone join, Result is jerks on spam online meetings. | |
| bsnodgrass (he/him) | We might consider https://www.drupal.org/project/role_delegation as a way to control who can be assign who can assign users to roles.I’m not sure if that is the idea from the D6 module @Scott Wolpow is referring to. |
| Scott Wolpow | I meant @paulmckibben |
| estevenson | Event can be seen publiclyEvent can be seen by any registered usersEvent can be seen by any registered user with a Contact that has/does not have property XOrganizer can open event to any emailOrganizer can open event to any ContactOrganizer can open event to Contacts that have/does not have property X |
| jdleonard | @estevenson Can you elaborate on "has/does not have property X"? Seems a bit nebulous. |
| estevenson | So far "Paid" and "In Good Standing" have come up |
| estevenson | You could also have stuff like "Banned". Maybe stuff like "Woman", "LGBT", though that might be getting too perscriptive |
| Scott Wolpow | This is good as we will find out there are more toggles. ig For the kayak group we want to limit volunteer trips to those who have done at least Z hours as a volunteer. |
| Scott Wolpow | BTW that lead to the nut job |
| jdleonard | This reminds me of the potential value in having flexible tagging for Contacts |
| jdleonard | Perhaps "has/does not have property X" could be split into:Membership Status is XHas / doesn't have Relationship of type XHas / doesn't have tag X (which could be a catchall for all sorts of obscure use cases) |
| Scott Wolpow | Can we rag the event and/or eacg contact |
| jdleonard | @Scott Wolpow Sorry, no idea what you're saying 🙂 |
| Scott Wolpow | Can we tag by the event to add the needed rules, can we also tag a user, who may be the person in charge of a function at an event ig moderator for online or venue liason |
| jdleonard | The working assumption is that we leverage Entity Registration, which affords for fieldable Registration Types, to which an "Event Role" field or similar could be added. |
4️⃣ Call for interested early adopters to make themselves known
| jdleonard | Please add your org to[#3514527] |
| Scott Wolpow | Is member platform meant to extend CRM?I need a CRM to track contacts with companies and see if they do actions. ig: Did they upload files and do what they promised. Those uploads will be through a Drupal site. It may also be on a different site as the CRM is installed, but work through API |
| jdleonard | Yes, Member Platform will extend CRM. |
| Scott Wolpow | Meetup is for event planning, which is something that the boat groups need and the Union sites need |
| Scott Wolpow | I will read through the google doc |
| jdleonard | The MVP of Member Platform will replace the need for Meetup.com for a single group that doesn't need to accept payments (and doesn't need the marketing reach of Meetup.com, which isn't in scope for Member Platform to address). Post-MVP, Member Platform will support payments. |
| Scott Wolpow | So that's the first feature |
5️⃣ Call for interested contributors to make themselves known
| jdleonard | https://www.drupal.org/project/member/issues/3508389 |
| Scott Wolpow | Ok will figure out where my skills can contribute |
6️⃣ Call for use cases from real orgs that might use Member Platform
| jdleonard | https://www.drupal.org/project/member/issues/3507591 |
| jdleonard | We aim to cater the post-MVP releases' feature sets to meet the needs of real orgs who would use Member Platform. With your requirements noted, Member Platform is more likely to meet your needs sooner. |
| Scott Wolpow | Yes, for the Union they are stuck on Civi. which is funny because they do not use the CRM end for its purpose.For Kayak groups I want to get of signup genius and be able to work with our volunteer staff . To that end should I share the scope I will create?Also for a traditional CRM, is CRM enough or do I need to extend that? |
| jdleonard | @Scott Wolpow Yes, please share the scope for any org you can. Once you install CRM, you'll understand what it provides out of the box. It requires customization for each org. |
| Scott Wolpow | Will do |
7️⃣ Adapting Entity Registration to support Contacts as registrants
| jdleonard | https://www.drupal.org/project/registration |
| jdleonard | As discussed in a previous meeting, we need someone to lead the charge on proposing how we generalize Entity Registration (which supports Users registering for an event) to support Contacts being registered for an event. |
| jdleonard | @James Shields You can indicated interest. Would you be game to lead the way here? |
| James Shields | Yes, definitely. I can try some testing with CRM over the next few days and see how far I can get - or at least get an idea of the scale of changes needed to make them work together. |
| jdleonard | @James Shields Amazing, thank you! |
| Scott Wolpow | I will do teh same this weekend |
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jdleonard