>>> [!note] Migrated issue <!-- Drupal.org comment --> <!-- Migrated from issue #3549066. --> Reported by: [jdleonard](https://www.drupal.org/user/80902) >>> <h2>0&#65039;&#8419; 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&rsquo;re joining us.</h2> <table> <tr> <td>beautifulmind</td> <td>Beautifulmind</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>Bob Snodgrass (bsnodgrass) from St Charles IL US.I am doing some project work today for a client, so I will be hit or miss with comments/responses&nbsp;(edited)</td> </tr> <tr> <td>paulmckibben</td> <td>Paul McKibben (paulmckibben) - Atlanta Drupal Users Group</td> </tr> <tr> <td>fullstackmike</td> <td>Mike Crawford (pelicani) Philadelphia, PA, USA</td> </tr> <tr> <td>Cellear</td> <td>Luke McCormick (cellear) - BADCamp, DrupalCon 26.BADCamp was this last weekend, and that was using 150% of my time, so I haven't really been involved here for that last few months -- but I hope to be more involved now, at least for a bit.</td> </tr> <tr> <td>James Shields</td> <td>James (lostcarpark) in Ireland.</td> </tr> <tr> <td>Eric (sikofitt)</td> <td>Eric Wheeler (sikofitt) Vancouver, WA US&nbsp;(edited)</td> </tr> <tr> <td>jdleonard</td> <td>JD Leonard (jdleonard) in Austin, Texas. Seeking y'all's feedback on a bunch of functionality discussed on last week's Zoom call. See the numbered threads!</td> </tr> <tr> <td>monet</td> <td>Monet Fort (monet-fort). I just watched the film "Join or Die", and my interest is generally for finding projects to contribute to that support community building and free speech with personal data security and identity protection. I work in higher education and I'm a member of local art and Burn communities.</td> </tr> </table> <h2>1&#65039;&#8419; 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. I'll create some additional threads later today.</h2> <table> <tr> <td>James Shields</td> <td>I've set up a Member Platform BOF at Vienna DrupalCon, on Wed 15th October, from 11:30 to 12:15 (CEST).</td> </tr> <tr> <td>Eric (sikofitt)</td> <td>I want to try and bring a bigger presence to different camps.&nbsp; Also is anything planned for DrupalCon NA yet?I am going to think of something for Stanford WebCamp happening in May 2026.&nbsp; Also Pacific NW Drupal Summit is happening this month In Portland.</td> </tr> <tr> <td>jdleonard</td> <td>Nothing planned for Chicago yet. @Eric (sikofitt) I can mail you some business card sized promos if you like. Are you attending PNWDS?</td> </tr> <tr> <td>Eric (sikofitt)</td> <td>Yes, I'll be there helping out.&nbsp; Sure if you have some to mail, and have the time.&nbsp; I'll send my address in a DM</td> </tr> </table> <h2>2&#65039;&#8419; Email addresses on a Contact vs. the User</h2> <table> <tr> <td>jdleonard</td> <td>Last week @estevenson and I talked through how to deal with email addresses in multiple places for a Person. Seeking feedback from y'all.Login email address for a Contact lives on the Contact&rsquo;s linked User (if any).Whenever a User&rsquo;s email address is verified (when joining or changing it), that email address is added to the linked Contact&rsquo;s set of email addresses (if it does not already exist there) and is marked as verified.Adding/deleting email addresses to a Contact has no effect on a linked User&rsquo;s login email address.User navigates to &ldquo;My account&rdquo; to handle login email changes via Drupal core functionality.Bonus points: User changing their login email address gets to skip email verification if their linked Contact has the new login email address already and it is verified.</td> </tr> <tr> <td>jdleonard</td> <td>This is all in the context of CRM supporting multiple email addresses and having the ability for a Person Contact to be linked to a User for the person it represents.</td> </tr> <tr> <td>James Shields</td> <td>I think it should be possible for contacts to exist without a user, so should support contact email address independent from user.</td> </tr> <tr> <td>jdleonard</td> <td>Agreed. LMK if the text above should somehow clarify this</td> </tr> <tr> <td>James Shields</td> <td>On the other hand, would it make sense for the contact email storage to have a flag indicating to use the email from the linked user? That way the user and contact would stay in sync.</td> </tr> <tr> <td>James Shields</td> <td>This could probably also be done with a hook that updates one when the other changes.</td> </tr> <tr> <td>jdleonard</td> <td>In our discussion, Erica and I went through various scenarios and landed on keeping a User's login email address completely separate from the Contact's email addresses.A User could be deleted with a Contact remaining.A website might not use email addresses for login, in which case there's nothing to link.Additional metadata may be required for each email address of a Contact (e.g. opt-in / home/work / bounce info / notification preferences), which is unrelated to whether the Contact has a linked User.</td> </tr> <tr> <td>jdleonard</td> <td>However, a Contact's email addresses could be populated with an email address used when joining and email verification status could be shared between a Contact and its linked User if there's a matching email address.</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>This looks pretty complete to me at this point.</td> </tr> <tr> <td>paulmckibben</td> <td>This looks well-thought out to me as well. Good job!</td> </tr> </table> <h2>3&#65039;&#8419; Navigation</h2> <table> <tr> <td>jdleonard</td> <td>Revised proposed platform-specific menu of links.Links to:&ldquo;Overview&rdquo;&ldquo;Events&rdquo; (list page)&nbsp;&nbsp;&nbsp;&nbsp; &ldquo;Member directory&rdquo;&ldquo;My profile&rdquo; (Member profile page for current user)&ldquo;My account&rdquo; (change login email and password)&ldquo;Login&rdquo; / &ldquo;Logout&rdquo;Navigation specific to Organizers (and more privileged users) would live in Drupal&rsquo;s admin menu.</td> </tr> <tr> <td>bsnodgrass (he/him)</td> <td>This came from the Mockups Notes? Should we have a link there? I assume we are still editing that doc.</td> </tr> <tr> <td>jdleonard</td> <td>@bsnodgrass (he/him) This did, but for the purposes of this Slack meeting, threaded conversations in Slack are the goal and will inform changes to that doc. Eventually that doc will get merged into the functional spec doc.</td> </tr> <tr> <td>paulmckibben</td> <td>I know this is configurable, but I assume by default, we'd allow Overview, Events, and Login to be available to anonymous users, and the others only available to logged-in users?</td> </tr> <tr> <td>jdleonard</td> <td>@paulmckibben Yes although Member Directory might be publicly visible, depending on privacy settings.</td> </tr> </table> <h2>4&#65039;&#8419; Overview page</h2> <table> <tr> <td>jdleonard</td> <td>Previously referred to as "Landing Page" or "Homepage", this is the main page for Member Platform functionality. For a website that doesn't have another more logical homepage, the Overview page would be it.</td> </tr> <tr> <td>jdleonard</td> <td>Page components:Group nameGroup descriptionGroup photoGroup links (e.g. social links)Button to join (if logged out)Button to leave (if logged in)List of X upcoming events (cards)Count of upcoming eventsLink to List of Events page (filtered to upcoming)List of X past events (cards)Count of past eventsLink to List of Events page (filtered to past)List of X membersCount of members</td> </tr> <tr> <td>paulmckibben</td> <td>This seems like the perfect MVP list.</td> </tr> </table> <h2>5&#65039;&#8419; Join flow</h2> <table> <tr> <td>jdleonard</td> <td>Modal dialog launched by button on Overview page. Only applicable for non-logged in users.Field: email address (required)Field: name (required)Field: ToS checkboxSubmit buttonSubmitting results in:Message saying we&rsquo;ve sent an email to that addressIf User with email address already exists:Send email:Letting them know someone tried to join with their email address &ndash; if this someone they are sharing an email address with, they need to (+1 trick)Include magic link to log in and reset passwordIf User with email address does not already exist:User is created with that email addressContact is created with that email addressSend email:Link to log in and set passwordUpon clicking link to log in and set password, email address is verified for User and Contact (regardless of whether they proceed to set a password)Submitting password reset form redirects to Overview page</td> </tr> <tr> <td>paulmckibben</td> <td>For "email address already exists" - what if it belongs to a user who forgot they joined, as opposed to a shared email address? (Maybe it's been a year or two.)I think sending an email with a password reset link is fine in this scenario, but the messaging may need to accommodate this possibility.Also, if there is any difference between the name they entered in the Join flow, and the name that exists for them already, how do we want to address that difference? Maybe take them directly to update their profile and confirm the name they want to use?</td> </tr> </table> <h2>6&#65039;&#8419; Leave flow</h2> <table> <tr> <td>jdleonard</td> <td>Button on landing page (and perhaps Member Profile Edit Page) triggers a modal window"Are you sure?" explanatory language inc. note that any events created will remainRed "Delete account" buttonOnly applicable for logged in usersSubmitting form results in:User is deletedContact is deletedWhen a Contact is deleted:Validation that no linked User exists (must delete linked User first)All Relationships with that Contact are deletedAll Contact Details are deletedAll Event Registrations are updated to not reference the ContactEvents (which don&rsquo;t reference a Contact as an organizer in 1.0) remain</td> </tr> <tr> <td>jdleonard</td> <td>This broadly aligns with the experience of an Organizer on Meetup.com, which loses access to member information when that member leaves.After 1.0, we can do something more sophisticated that includes leveraging the future <a href="https://www.drupal.org/project/issues/crm_membership">CRM Membership</a>'s concept of an inactive membership to have different display logic based on whether a Contact is an active member while allowing an Organizer to retain data about past members while affording for the ability of Right to be Forgotten requests being processed properly.</td> </tr> <tr> <td>paulmckibben</td> <td>Looks good to me.</td> </tr> </table> <h2>7&#65039;&#8419; Event detail page</h2> <table> <tr> <td>jdleonard</td> <td>NameSummaryDescriptionBannerIconOnline / in-person / hybridVirtual locationDetails to joinDate &amp; time in original time zone and user&rsquo;s time zone (if it is different)DateStart timeEnd date (if applicable and different)End time (if applicable)TimezoneEvent status: RSVP open/closed or &ldquo;Just show up&rdquo; or cancelled(Member&rsquo;s RSVP status:) Going, Maybe, Can&rsquo;t Go(Maybe only possibly visible if Maybes allowed for this event)No RSVP yet (RSVP limit not hit): All buttons availableNo RSVP yet (RSVP limit hit): Going is disabledRSVP&rsquo;d Going: Going button selected, other button(s) in button drop downRSVP&rsquo;d Maybe (RSVP limit not hit): Maybe button selected, other button(s) in button drop downRSVP&rsquo;d Maybe (RSVP limit hit): Maybe button selected, other button(s) in button drop down, Going button disabledRSVP&rsquo;d Can&rsquo;t Go (RSVP limit not hit): Can&rsquo;t Go button selected, other button(s) in button drop downRSVP&rsquo;d Can&rsquo;t Go (RSVP limit hit): Can&rsquo;t Go button selected, other button(s) in button drop down, Going button disabledEvent cancelled or completed: Same as above, with all buttons disabledGuest listTabs:Going (#) (default)List of X membersCount of members&ldquo;See all&rdquo; linkMaybe (#)List of X membersCount of members&ldquo;See all&rdquo; linkCan&rsquo;t Go (#)List of X membersCount of members&ldquo;See all&rdquo; linkButton to manage RSVPs (for Organizers)</td> </tr> <tr> <td>paulmckibben</td> <td>For events that take place at a physical location (e.g. a coworking space, office, cafe, etc.), are we assuming the address will go in the Description field, or do we want to have an address field for a physical location?Expanding further on the idea of a physical event location, do we want additional fields for a map link, parking availability, transit availability, etc.?It would be fine with me if we just offered a single "Location Information" textarea with the flexibility to paste links, and let the organizer decide on the level of detail to put in it.</td> </tr> <tr> <td></td> <td>Of course, when I wrote the above, I didn't see what you had in the add/edit page (no. 8), and the Venue info you list there is perfect.&nbsp;(edited)</td> </tr> </table> <h2>8&#65039;&#8419; Event add/edit page (for Organizers)</h2> <table> <tr> <td>jdleonard</td> <td>&ldquo;Tips for a great event&rdquo; / "Publishing guidelines&rdquo;NameSummaryDescriptionBannerIconOnline / in-person / hybridVenue (Create or select existing)NicknameTitleAddressMap (adjust pin on map)Venue informationHelp text prompting organizers to include information in this field such as:How to find usTransit/parking detailsAccessibility details (inc. link to authoritative source on what to include)Organizer notes (not visible to non-Organizers)Virtual locationDetails to joinDate &amp; time in original time zone and user&rsquo;s time zone (if it is different)DateStart timeEnd date (if applicable and different)End time (if applicable)TimezoneEvent status: RSVP open/closed or &ldquo;Just show up&rdquo; or cancelledRSVP limitAllow &ldquo;Maybe&rdquo; RSVPs (default: No)Ability to limit to members onlyRSVPs required/optional/hiddenOrganizer notes (not visible to non-Organizers)</td> </tr> <tr> <td>paulmckibben</td> <td>Looks great!</td> </tr> </table> <h2>9&#65039;&#8419; Manage RSVPs flow (for Organizers)</h2> <table> <tr> <td>jdleonard</td> <td>Modal dialog launched from event detail page. Provides ability to add/edit any member&rsquo;s RSVPView listing registrations for the eventCheckbox per member + select allFields:Profile picNameRSVP statusRSVP date/timeFilters:Name (search)RSVP statusActions to take on selected registration(s):Set RSVP to GoingSet RSVP to Not GoingSet RSVP to MaybeRemove RSVP(selecting any action results in a modal dialog form prompting for:(action that was selected and number of attendees affected)An optional reason for the changeWhether to send a notification to the affected registrantsButton to RSVP a member without an existing RSVP, launches a modal dialog:Fields:MemberRSVP statusAn optional reason for the changeWhether to send a notification to the affected attendee</td> </tr> <tr> <td>paulmckibben</td> <td>Looks good to me</td> </tr> </table> <h2>1&#65039;&#8419;0&#65039;&#8419; List of events page</h2> <table> <tr> <td>jdleonard</td> <td>View listing eventsFields:NameIconDate &amp; time SummaryOnline / in-person / hybridEvent status: RSVP open/closed or &ldquo;Just show up&rdquo; or cancelledFilters:NameDate rangeOnline / in-person / hybridEvent StatusClicking on an event will take the user to the event details page</td> </tr> <tr> <td>paulmckibben</td> <td>It might be helpful for in-person events to have the venue listed. I participate in a group that alternates locations between the city (near me) and the suburbs (1 hour drive), and it's helpful to know at a glance which events take place near me.</td> </tr> <tr> <td>jdleonard</td> <td>@paulmckibben I think that's a fair point. IIRC, on last week's Zoom there was discussion about this, but we said we'd deal with that post 1.0 (because of the complexities of what exactly to show), but happy to revisit.</td> </tr> </table> <h2>1&#65039;&#8419;1&#65039;&#8419; Member directory page</h2> <table> <tr> <td>jdleonard</td> <td>Each item has:Profile picture (could be a default pic)NameJoin dateClicking name or picture navigates to Member Profile PageList of all members associated with the entity (The organization)</td> </tr> <tr> <td>paulmckibben</td> <td>Looks good to me</td> </tr> </table> <h2>1&#65039;&#8419;2&#65039;&#8419; Member profile page</h2> <table> <tr> <td>jdleonard</td> <td>Profile picNameJoin dateTags (that are public)Bio/About(other fields added to Person Contact Type that are visible to members or public)Link/button to edit profile (for logged in user's profile)Link/button to compose an email (for Organizers)Organizer comments and comment form (for Organizers)</td> </tr> <tr> <td>paulmckibben</td> <td>Not sure if this is already in the Person content type, but how about web links? e.g. linkedin profile, d.o profile, github, personal site, etc.?&nbsp;(edited)</td> </tr> <tr> <td>jdleonard</td> <td>That could make sense!</td> </tr> </table> <h2>1&#65039;&#8419;3&#65039;&#8419; Member profile edit page&nbsp;(edited)&nbsp;</h2> <table> <tr> <td>jdleonard</td> <td>Fields:NameEmail addressPhone numberBioProfile pic(other fields added to Person Contact Type)Member stateProfile edit page should make it clear what information will be public/visible to other members/visible to group admins only.</td> </tr> <tr> <td>paulmckibben</td> <td>Other than web links mentioned in no. 12, looks good to me</td> </tr> </table> <h2>1&#65039;&#8419;4&#65039;&#8419; Member Platform BOF at DrupalCon Vienna</h2> <table> <tr> <td>jdleonard</td> <td>Organized by @James Shields Wed 15th October, from 11:30 to 12:15 (CEST).</td> </tr> <tr> <td>James Shields</td> <td>I thought about tying it in to this meeting, but I'll be presenting at that time.</td> </tr> <tr> <td>James Shields</td> <td>Hope anyone at DrupalCon will pop along!</td> </tr> </table> <h2>1&#65039;&#8419;5&#65039;&#8419; Next week's Member Platform Zoom meeting</h2> <table> <tr> <td>jdleonard</td> <td>Oct 9 10am CT as usual. I'm having minor surgery the day before and might not be up for it so I've asked @estevenson to run the meeting. Zoom details the same as usual.</td> </tr> </table>