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abi_registrar's Issues

Can only add properties to Residents (not residents to properties)

We're removing the ability to add a Resident to a Property (when looking at a Property), instead you add Properties to a Resident. We didn't see a way for you to search through existing Residents. Forcing this through a resident, encourages us to search first, but we can add new one when we need to. This will be used much less often once we complete #31.

Allow Registrar to add a Resident to a Property

Currently, we can only assign a Property to a Resident, while editing a Resident. Since we usually process a Property, we want to add a Resident to a Property, while editing a Property. Including: Resident Type (owner, etc.), Verified on date, primary residence.

LOT FEES- paid annually

NEED to be able to reset the year the lot fees are paid and still store that the previous year was paid. how will i track year to year?

SCHOLZ- PRESTON

DUPLICATED- PUT REMOVE ME ON THE ONE I DIDN'T ASIGN VEH STICKER

CHECK BOX FOR PROPERTIES THAT GO UP FOR SALE

Flag (checkmark) to indicate that a Property is currently For Sale. Visible in show & index pages. Can toggle in edit, show, and index pages. Can filter by ForSale in index page.
Transfer ownership will un-check "ForSale" #31

check box for lot fees

need to be able to click more than one box
example, both lots are paid at the same time
i have to go in and back out to click both lots

Year end: expire each group of passes

The year end process for passes will be to expire all existing passes as a batch. We’ll add a button to the index page of each pass, allow us to expire all of the current passes, prior to creating new passes.

We'll add a button to the home page that resets all fee paid? and amenity_processed? flags

  • lot fees paid?
  • user fees paid?
  • amenities processed for owner?
  • amenities processed for non-owner?
  • beach passes processed for owner?
  • beach passes processed for non-owner?

~~We’ll need a way to un-expire if someone had already entered a new pass for the next year. ~~
Registrar can toggle paid/not paid as they need to.

Automatic: When all owners have beach number associated, mark as owner processed

Import still needs...

I have a few questions for importing from _RelationshipTables (https://docs.google.com/spreadsheets/d/13PFG_pHC-dLO1b_i6FMzabSpJUS5Oa_R/edit?rtpof=true)
I am importing information from the "ABI Membership" sheet ((includes Lot/Property info) and "ABI Property" sheet. I am still missing some information. Is there a better source? Another source?

  • Lot
    • No Section o Section 0
      • A. Check NSB
    • Size
      • A. From ACA Source
    • LotNumbers (missing some, 1170 OAK VIEW DR, 920 WATERVIEW DR, 802 VALENTINE VIEW))
    • Lot Fees Paid (Wild Apricot?)
  • Property
    • Without a Street Number (Hampton Dr)
  • Resident/Member
    • email address (assign to LN1?, both?) (A. email1 to LN1, email_alternate to LN2)
      • Members with Multiple email addresses (LOT 860) A. (Clean up)
    • phone (assign to LN1, both?, property?) (A. Phone 1 to LN1, Phone2 to LN2)
    • How to Handle 2 Properties on 1 Lot (e.g. 1007/1007A Dockser)?
    • Minor
    • Status (Deed Holder, etc.) (A. Can assign DeehHolder from ACA source,
    • Verified (A. WildApricot)
  • Shares (A. Share spreadsheet)
    • Missing Lot Numbers (I don't think this will matter, I'm associating Shares to Property Address))

I also found a duplicate street address:
1170 OAK VIEW DR, ID: 409, ID: 410

A correction:
50,STEAR,MELISSA,LINDSAY should be
50,STEAR,MARISSA,LINDSAY

DEPENDENTS VS BOARDER

there is a transition age that after 21, dependents become boarders. We should be asking for dependent birth year, and age. We do not need exact birthday. I need to have a place to record this information

Transfer ownership of a Property

Create a new Transfer Ownership form that will:

  • removes/disassociates a resident : from the property

    • The resident will still be in the system, they just are no longer associated with this property.
  • adds new residents to the property

  • marks property NOT for_sale

  • perform all this in a transaction

  • Add filter?: recently_sold

Import has duplicate Lot Numbers, in the same division

Also, I think I've found some Lot Numbers that are duplicated within the same subdivision. I'm assuming it is ok to have the same Lot Number in a different subdivision.

LOT: 33, ID: 921, ID: 1016, ID: 1018
LOT: 56, ID: 120, ID: 122
LOT: 258, ID: 704, ID: 707
LOT: 731, ID: 195, ID: 195
LOT: 764, ID: 39, ID: 158
LOT: 909, ID: 82, ID: 391
LOT: 1117, ID: 581, ID: 581
LOT: 1119, ID: 582, ID: 584
LOT: 1121, ID: 585, ID: 1023

I'm switching to make decisions based on Tax ID, rather than Lot Number. This is helping the import, but these duplicates will still be tricky.

CREATING NEW RESIDENT

BOARDER SPELLED WRONG &
THE ASSIGN PROPERTY SEARCH- HAVE TO SCROLL ALL PROPERTIES CANT TYPE IN AT ALL TO NARROW DOWN

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