Admin paid indicator, CSV year filter, and payment email search (#30) #31

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westfarn merged 1 commits from feat/admin-paid-csv-year into master 2026-09-03 13:51:09 -07:00
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Summary

Closes #30.

  • Green check (“Paid this year”) on membership list, person list, and person inline when Payments.email matches MembershipPerson.email (case-insensitive) for the current calendar year. Also matches via the payment’s person FK.
  • CSV downloads for payments, memberships by person, and memberships by address prompt for a year (default current year, or All years). Payments filter by payment date; memberships filter by record created year. Changelists also get a year sidebar filter.
  • Payments admin remains searchable by email.

Test plan

  • uv run python manage.py test
  • In admin, open Memberships / Membership people and confirm a green check when a same-year payment email matches, and a red X otherwise
  • Select memberships → Download CSV by member/address → pick a year → confirm only that year is in the file
  • Select payments → Download payments CSV → pick a year → confirm filter
  • On Payments, search by email and filter by year
## Summary Closes #30. - Green check (“Paid this year”) on membership list, person list, and person inline when `Payments.email` matches `MembershipPerson.email` (case-insensitive) for the current calendar year. Also matches via the payment’s person FK. - CSV downloads for payments, memberships by person, and memberships by address prompt for a year (default current year, or All years). Payments filter by payment date; memberships filter by record created year. Changelists also get a year sidebar filter. - Payments admin remains searchable by email. ## Test plan - [ ] `uv run python manage.py test` - [ ] In admin, open Memberships / Membership people and confirm a green check when a same-year payment email matches, and a red X otherwise - [ ] Select memberships → Download CSV by member/address → pick a year → confirm only that year is in the file - [ ] Select payments → Download payments CSV → pick a year → confirm filter - [ ] On Payments, search by email and filter by year
westfarn added 1 commit 2026-09-03 13:49:18 -07:00
Show paid status in admin and filter CSV exports by year (#30)
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## Summary
Closes #30.
- Green check on membership/person admin when a current-year payment email matches
- Year picker on membership and payment CSV downloads
- Payments admin search by email, plus year list filters
westfarn merged commit 531d97f3fc into master 2026-09-03 13:51:09 -07:00
westfarn deleted branch feat/admin-paid-csv-year 2026-09-03 13:51:09 -07:00
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Reference: ai_ml_operations/scha#31