Come together with the global Drupal community in Rotterdam, 28 Sept – 1 Oct 2026. Sessions, contribution, connection, and Early Bird savings until 8 June.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.
| mradamjohn | MrAdamJohn |
| jdleonard | JD Leonard (jdleonard) |
| James Shields | James (lostcarpark). Hoping to get back into some Member Platform work soon. Was at DevDays in Athens last week, and have started a new module called Views Row SDC. |
| Scott Wolpow | Scott Wolpow (scottwolpow) |
| Nico Grienauer | Nico Grienauer (Grienauer on d.o.) (edited) |
| Eric (sikofitt) | Eric (sikofitt) |
| mortona2k | Andrew Morton (mortona2k) - Freelock/MindSing |
| freelock | John Locke (freelock) |
| jdleonard | Had me some serious storm damage and had to turn my attention to that... The silver lining is that it sounds like insurance will mostly pay for a brand new roof! |
| Eric (sikofitt) | Is everyone okay? |
| jdleonard | All safe! |
| jdleonard | Observe hail bouncing through the hole in our porch roof, which was pierced by a large tree limb in ~60 mph thunderstorm winds. More limbs pierced our garage roof in three places. It was a crazy day! |
| James Shields | Yikes! |
1️⃣ Please open your own thread in the next numeric order (after thread 10) to start a threaded discussion on a topic. Or, reply to this thread and I'll do it.
2️⃣ Member profile and directory
| mradamjohn | Lots of great conversations - I don't have an agenda for this topic today, is there anyone in the room that wants to bring a topic up? |
| jdleonard | Per discussion during/after last week's Zoom meeting, I'm proposing that a Member Platform module be created in the "member" namespace that initially provides the following configuration:"Organizer" roleA "Member Platform" concept that will be leveraged by other Member Platform functionality, including member profile and directorycrm_membership_member relationship (is that the right machine name @Steve Ayers?)Temporary, bearing the same machine name as that which will be provided by the CRM Membership module, to facilitate functionality that depends on the concept of whether a Contact is a member, including member profile and directoryThis will allow member profile and directory functionality to be more easily prototyped. |
| mradamjohn | I'm onboard with this... as far as it goes. |
| jdleonard | Not exactly earth shattering! |
| mradamjohn | One step at a time 🙂 |
| Scott Wolpow | BTW I am working on Hierarchal system right now Will a full meal of recipes |
| mradamjohn | squash it if you can - trust me, it is rarely worth it to keep hierarchical data structures in drupal |
| mradamjohn | unless it is fully integrated into function, in which case I hold the opposite view |
| Scott Wolpow | @mradamjohn I am using this for a company hierarchy |
| mradamjohn | ok, i get that use case. even did it a few times. wondering if it is display, then? if it is... consider choices carefully |
| Scott Wolpow | Mau have a display using it more for who can edit what top down with some exceptions |
| mradamjohn | the question to ask and understand most deeply is probably - what are the full set of expectations for functionality related to any storage (not display, not use) of hierarchical data? |
| Scott Wolpow | It's just relationship for now. parent child sibling |
| mortona2k | I'd like to get on the same page for the proposed changes to CRM Membership (using relationships). I don't think my needs are any different at this point, so it would be good to clarify exactly what to change and I can assist with that. I put some recent notes in here:#3583135: Use relationship type instead of dedicated field |
| mortona2k | Here's how I'm modeling "Individual" and "Company" memberships and relationships. In this case, a user can sign up on behalf of their company, and becomes the primary contact. For the company membership, there is a relationship between the company and the parent org the site is for. The Individual and Company memberships contain the period dates and references the relationships. |
3️⃣ Event management / event registration
| jdleonard | Working on the Event Module Spec... |
| jdleonard | Dates and State are the most in need of attention, but seeking feedback on everything. (edited) |
| jdleonard | Evaluating the Recurring Events module documentation. This module seems to be the most robust approach available for handling recurring events. I'm thinking we explore whether its model can be made pluggable and dependent on the Event module. |
| mortona2k | I have tried that one before. I think it's a good model for what we need. Alternatively, I looked into using recurring dates or smartdate, and customized a way to generate entities based off the recurring dates. One thing we need is to be able to define a recurring event, and then have an entity that represents the instance, which could be commented on or possibly rescheduled. One of the big complexities with any solution is making changes after the recurring instances are generated. If an upcoming event instance has comments in it, or content entered, you can't just blow it away. Some thinking around this is that we need an interface to review changes and potentially map existing instances to the new schedule. This doesn't need to be a blocker though. One thing to point out is that Recurring Events doesn't use either of the recurring fields. It's possible that it provides better UX, but I felt that not using one of them was a missed opportunity to focus efforts on improving widget UX for other uses. |
| mandclu | At an instance level, the smart date data model does support directly specifying another entity as an instance override. This was never implemented because the current model has proved sufficient for most use cases AFAIK.Also, there are the Date Augmenters and specifically Date Content, which allows you to associate a separate entity with a specific instance through the UI. There's a demo of that in this video, for anyone not familiar. |
4️⃣ Composing/sending emails to members
| mortona2k | I'm curious about the DANSE system that was mentioned in an issue. I don't know if that provides a level of robustness that we'll need in the long run, or just extra complexity that will get in the way now.For now, we are looking at a sendgrid implementation. |
5️⃣ Wireframes / mockups
6️⃣ Documentation
7️⃣ CRM Membership
| jdleonard | Architectural discussions are happening in[#3583135]Shall we try some lighter weight discussion in this Slack thread and see where it leaves us? |
| Scott Wolpow | @jdleonard That's waht I am using for hierarchal |
| mortona2k | This is a hot topic for me and would like to discuss with anyone willing to participate :p |
| Scott Wolpow | @mortona2k We can speak |
9️⃣ Next week's Zoom meeting. I have a conflict and I'm seeking a volunteer to run the meeting please! Zoom will function as usual.
8️⃣ CRM (generally)
| Eric (sikofitt) | #stanford-webcamp Sessionhttps://webcamp.stanford.edu/session/drupal-crm-an-ecosystem-of-features... at 2 pm. (edited) |
| mortona2k | I am wondering about the Drupal user/CRM mapping. There is a name field, and a real name field on the contact. You can configure CRM fields to appear on the user view/form. This got confusing for me because there is also the username field, and all 3 have subtle interactions. Same thing for emails, gets confusing when that is on the form with the drupal user email. |
| mortona2k | An for the crm/membership/commerce integration - commerce has payment provides/address book. We'll want to integrate that with CRM. Maybe you can pick a crm address when checking out so you don't have to fill out the form with information that's already in the system. I'm not sure if that would duplicate things, or if a deeper integration is possible. |
1️⃣0️⃣ First steps to create Member Platform module.
| mradamjohn | hmmm... find someone willing to commit code? |
| Eric (sikofitt) | Has there been a decision made on a module or a recipe? |
| jdleonard | I think there should be a module (providing common functionality, tests, and upgrade paths) plus recipes / site templates to provide more specific configuration for more specific use cases or configuration that we know will need to be customized. Defining what goes where will take some thought, but first we need a better handle on what the "what" is. |
| mradamjohn | Right, JD. Eric, the "vision" is important here in that the interaction of some existing modules and member-platform functionality dictate the need for a module (or set of modules) but we're all very much working specific use cases that need to drive the solution. At least that's my take. :wink: |
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jdleonard