alumni_lookup

Feature 3: Directory & Search

Status: Implemented in Phase 1.4 + 1.6 (card view, filters, sorting, privacy-aware display). Map view and messaging remain deferred.

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Overview

The Champion Directory makes it easy for Champions to find and connect with each other. This is central to the Connection Advisor role and the belonging narrative.

Design Principle: Connection is at the heart of the Champion community. Make it easy to find people who share your interests, location, or background.

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Search Filters

Modeled after the internal Alumni Lookup, but simplified for the Champion audience.

Filter	Type	Notes
Name	Text	Searches preferred, legal, and maiden names (AlumniMatcher parsing)
Graduation Year	Multi-select dropdown	Dynamic years from alumni degrees; decade toggle selects all years
College	Dropdown	From linked alumni degrees (college_code)
Affinity	Typeahead	Single selection from Champion cp_affinities
District	Autocomplete	Typeahead via /api/districts
Industry	Dropdown	From Champion profile
Champion Role	Dropdown	Community Builder, Connection Advisor, etc.
Major	Future	Potential addition for later phases

Affinity Filter

The affinity filter uses a single-select autocomplete:

• Search across all affinities by name or category
• Results shown in a dropdown
• Matches champions who have the selected affinity

Filter Interactions

• Filters are additive (AND logic)
• “Any” option for each filter
• Graduation years support multi-select via grad_years[]
• Clear all filters button
• Save favorite filter combinations (future)

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Display Options

Card View (Implemented)

┌─────────────────────────┐
│ [Photo]                 │
│ Preferred Name          │
│ City, State             │
│ ─────────────────────── │
│ Role: Community Builder │
│ Industry: Healthcare    │
│ Affinity: Greek Life    │
│ ─────────────────────── │
│ [View Profile]          │
└─────────────────────────┘

List View (Future)

| Column | Content | |——–|———| | Photo | Thumbnail or placeholder | | Name | Preferred name | | Location | City, State (if visible) | | Role | Champion role badge(s) | | Affinity | Primary affinity | | Actions | View Profile, Message |

Map View (Future - Phase 5)

• Pins based on ZIP code centroid (not exact address)
• Cluster markers for dense areas
• Click cluster to expand or see list
• Requires opt-in in privacy settings

Privacy Note: Map shows approximate location only. No precise addresses displayed.

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Profile View

When viewing another Champion’s profile:

Visible Information (based on privacy settings)

• Photo
• Preferred name
• Location (city/state/region depending on settings)
• Champion role(s)
• Affinities
• Industry/Employer (if shared)
• Graduation info (if shared)

Always Visible

• Champion role badges
• Region membership
• Account verification status

Hidden Based on Privacy

• Email address
• Street address
• Exact graduation year

Actions

• View Profile - Open full Champion profile (implemented)
• Message - Contact form or DM (Phase 1A/Phase 4)
• Connect - LinkedIn link if provided (future)
• Report - Flag inappropriate profile (future)

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Search Results Behavior

Default Sort

• Name A-Z (first name, then last name)

Alternative Sorts

• Recently Joined (by verified_at)
• Recently Active (future)

Pagination

• 25 results per page
• Infinite scroll option
• Total count displayed

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District Filtering

Default Behavior

Directory shows all verified Champions by default. District is an optional filter.

“Visit Mode” (Future)

Planned for Phase 5 as a temporary district override.

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Privacy-Aware Display

For Each Field

def display_field?(field, viewer, owner)
  case owner.privacy_setting_for(field)
  when 'all_champions'
    true
  when 'district_only'
    viewer.district == owner.district
  when 'hidden'
    viewer == owner  # Only self can see
  end
end

Placeholder for Hidden Fields

• Show “Hidden” or placeholder icon
• Never show partial data (e.g., “* - ** - 1234”)

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Required Decisions

• Messaging implementation - In-portal DM or masked email relay? (Phase 1A/4)
• Map view privacy - Opt-in required to appear on map? (Phase 5)
• Search history - Save recent searches? Privacy implications? (Future)

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Technical Notes

Search Implementation

• Implemented with SQL ILIKE against parsed name parts (AlumniMatcher parsing of preferred/legal/maiden names).
• Future enhancement: migrate to pg_search for relevance ranking.

Index Requirements

• Champion name fields (trigram index for partial matching)
• District
• Affinity
• Industry

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Related Documentation

• 02-PROFILE-MANAGEMENT.md - What fields are searchable
• 06-MESSAGING.md - Contact/messaging from search results
• Alumni Lookup Search - Reference implementation