Admin: paid indicator, CSV year filter, and payment email search #30

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opened 2026-09-03 13:45:31 -07:00 by westfarn · 0 comments
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Summary

Make it easier in Django admin to see who has paid, export lists by year, and find payments by email.

Requirements

  1. Paid indicator — Show a green check in admin when a person has a matching payment (Payments.emailMembershipPerson.email, case-insensitive). Display on membership list, person list, and the person inline. Treat as paid for the current calendar year (dues are annual).
  2. CSV year filter — When downloading CSV for payments, memberships by person, or memberships by address, prompt for a year. Payments filter by payment date; memberships filter by record created year.
  3. Payment search — Payments admin must be searchable by email address.

Test plan

  • Membership/person admin shows paid check when a same-year payment email matches
  • CSV actions offer a year picker and only include that year
  • Payments changelist search finds records by email
## Summary Make it easier in Django admin to see who has paid, export lists by year, and find payments by email. ## Requirements 1. **Paid indicator** — Show a green check in admin when a person has a matching payment (`Payments.email` ↔ `MembershipPerson.email`, case-insensitive). Display on membership list, person list, and the person inline. Treat as paid for the current calendar year (dues are annual). 2. **CSV year filter** — When downloading CSV for payments, memberships by person, or memberships by address, prompt for a year. Payments filter by payment date; memberships filter by record created year. 3. **Payment search** — Payments admin must be searchable by email address. ## Test plan - [ ] Membership/person admin shows paid check when a same-year payment email matches - [ ] CSV actions offer a year picker and only include that year - [ ] Payments changelist search finds records by email
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Reference: ai_ml_operations/scha#30