alumni_lookup

Planning Documentation

⚠️ FUTURE DEVELOPMENT - Documents in this folder describe features that are NOT YET IMPLEMENTED. For documentation of existing functionality, see the parent docs/ folder.

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Purpose

This folder contains planning documents, specifications, and roadmaps for future development phases. These documents are separate from the main documentation to clearly distinguish between:

• docs/ - Documentation for the current, implemented application
• docs/planning/ - Specifications for future development (not yet built)

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✅ Completed Prerequisite

The Authentication & Roles project has been completed and is now documented in:

• ../features/AUTH_AND_ROLES_SYSTEM.md — Complete 6-phase implementation

This provides the foundation for the planning projects below.

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Current Planning Projects

Champion Portal

Prerequisite Complete: Auth & Roles — See ../features/AUTH_AND_ROLES_SYSTEM.md

The Champion Portal is the next major development phase, creating a digital home for Alumni Champions at champions.bualum.co.

Key Components:

• Authentication & Onboarding for external alumni users
• Profile Management with privacy controls
• Directory & Search for Champions to find each other
• Contributions (Events, Stories, Mentorship, Giving)
• Discussion Boards (National, Regional, Affinity-based)
• CLC (City Leadership Council) Admin Tools
• Reporting & Insights

Target Phases: 6 phases, estimated 6-12 months

Event Check-in Integration

Depends on: Auth & Roles (Phases 1-6)

Integrate the standalone alum-events application (event check-in, badge printing, attendance tracking) into Alumni Lookup.

Key Components:

• Contact model — persistent identity for all event attendees (alumni + non-alumni)
• Event model — event management with session-based selection
• Registrant model — links contacts to events with attendance status
• GiveCampus CSV import with 5-step matching logic
• Post-event export for BruinQuest import
• Check-in UI for day-of-event operations

Target Phases: 5 phases, estimated 3-4 months

Relationship to Champion Portal: Can run in parallel; converges in Phase 5 when event data surfaces in Champion profiles.

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Relationship to Existing Documentation

Document Type	Location	Status
Current Architecture	docs/development/ARCHITECTURE.md	✅ Implemented
Current Auth System	docs/development/AUTHENTICATION.md	✅ Implemented
Current Permissions	docs/development/PERMISSIONS_MATRIX.md	✅ Documented
Auth & Roles System	docs/features/AUTH_AND_ROLES_SYSTEM.md	✅ Complete
Champion Portal Specs	docs/planning/champion-portal/	📋 Planning
Event Check-in Integration	docs/planning/event-checkin-integration/	📋 Planning

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How to Use Planning Documents

For Developers

1. Read the overview document for the feature area
2. Review data model implications
3. Check feature specifications for detailed requirements
4. Reference existing architecture docs to understand integration points

For Product/Stakeholders

1. Start with the overview document
2. Review the phasing/timeline
3. Check “Required Decisions” sections for outstanding questions

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Document Status Legend

Symbol	Meaning
📋	Planning/Specification only
🔄	In progress
✅	Implemented
❓	Requires decision

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Related Documentation

• ARCHITECTURE.md - Current two-domain architecture
• PERMISSIONS_MATRIX.md - Role-based access blueprint
• CHANGELOG.md - Version history and completed work