feat: Full nonprofit platform build — 16 commits #12

2026-06-18T13:34:11Z

jmiller commented

2026-06-18 13:34:11 +00:00

Summary

7 helpers, 5 API controllers, 6 site views, 7 admin models, 12 tables
Donor management with lifetime giving, levels, recognition
Fund accounting (restricted/unrestricted) for GAAP compliance
Campaign thermometer with real-time progress tracking
Volunteer registration, hours logging, skills matching
Grant tracking with deadlines and reporting
MemberPortal (giving history, tax receipts, event registrations)
EventCalendar with capacity management and registration
Online donation page with fund/campaign selection

Test plan

Verify all 12 NPO tables created
Test public donation flow end-to-end
Test volunteer signup and hours logging
Verify member portal displays giving history
Test campaign progress calculation

## Summary - 7 helpers, 5 API controllers, 6 site views, 7 admin models, 12 tables - Donor management with lifetime giving, levels, recognition - Fund accounting (restricted/unrestricted) for GAAP compliance - Campaign thermometer with real-time progress tracking - Volunteer registration, hours logging, skills matching - Grant tracking with deadlines and reporting - MemberPortal (giving history, tax receipts, event registrations) - EventCalendar with capacity management and registration - Online donation page with fund/campaign selection ## Test plan - [ ] Verify all 12 NPO tables created - [ ] Test public donation flow end-to-end - [ ] Test volunteer signup and hours logging - [ ] Verify member portal displays giving history - [ ] Test campaign progress calculation

jmiller added 16 commits 2026-06-18 13:34:11 +00:00

feat: initial scaffold — MokoSuiteNPO nonprofit management 72c6d9a0e6

Layer 2 add-on for MokoSuite CRM. Full nonprofit operations:

Schema (12 tables):
- Donors (extends CRM contacts with giving levels + lifetime stats)
- Donations (cash/check/card/ACH/stock/crypto/in-kind/pledge/matching)
- Pledges (installment tracking with fulfilment status)
- Funds (unrestricted/temporarily/permanently restricted/endowment)
- Campaigns (fundraising drives with goals and thermometers)
- Grants (prospect > writing > submitted > awarded > reporting lifecycle)
- Volunteers (skills, availability, background checks)
- Volunteer Hours (activity logging with approval)
- Memberships (levels, dues, auto-renew)
- Tax Receipts (IRS-compliant acknowledgment letters)
- Events (galas, auctions, community events with registration)
- Event Registrations (tickets, dietary, table assignment)

Helpers (4):
- DonorHelper: profiles, giving history, level auto-calculation, lapsed detection
- CampaignHelper: active campaigns, thermometer data, fundraising summary
- VolunteerHelper: registration, hours logging, skills matching, reporting
- TaxReceiptHelper: IRS-compliant receipt generation, year-end batch

Infrastructure:
- Joomla 6 architecture (PHP 8.3+, DI container, typed properties)
- Admin dashboard with fundraising thermometers + grant deadlines
- 6 webservice routes (donors, donations, campaigns, grants, volunteers, events)
- Package manifest with DLID update server
- GPL-3.0 license

chore: add MokoSuiteCRM as git submodule for layer packaging 63e7e8a922

chore: add MokoSuite base as direct submodule for packaging aee7bd071d

feat: donors list, campaigns with thermometers, grants pipeline, donations API 675fff8ca6

NpoDonationsController API: donations CRUD, campaigns list, thermometer
data, donor list, fundraising summary.
Admin views: Donors list with lifetime giving + level badges, Campaigns
with progress bars + donor counts, Grants pipeline with deadline tracking.

feat: webservices plugin, task scheduler, router, config, access 2b6d52eeb3

NpoAutomation task plugin: year-end tax receipts, lapsed donor detection,
grant deadline reminders, pledge follow-up emails.
MokoSuiteNpoApi webservices: 6 CRUD routes (donors, donations, campaigns,
grants, volunteers, events). Router, config.xml, access.xml, updates.xml.

chore: comprehensive config.xml settings + access.xml permissions f97c86bc71

feat: wire ACL permission checks into API controller 7a033da7ed

NpoDonationsController: requireAuth() checks on listDonations and
createDonation (npo.donations permission). Matches access.xml actions.

feat: public donate page, campaign page with thermometer, volunteer signup 9f304902f9

Donate: online donation form with quick-amount buttons, fund/campaign
selection, tribute (in honor/memory), auto tax receipt generation,
contact auto-creation. Campaign page: public thermometer + recent
donors + donate button. Volunteer signup: skills checkboxes, day
availability, auto contact creation + volunteer registration.

feat: events, volunteers, memberships views + grant/membership/event helpers c9c5ff7254

GrantHelper: pipeline summary, deadline tracking, report due dates.
MembershipHelper: active members, expiring, revenue summary, renewal.
EventHelper: upcoming events, registration, check-in, capacity tracking.
Admin views: Events list, Volunteers with hours stats, Memberships
with annual dues summary. All with templates.

chore: CI workflow, language files, CSS, JS infrastructure 38dabdce76

feat: events/volunteers/memberships/grants API controller d257afa23e

NpoEventsController: event listing + registration + check-in, volunteer
hours logging, membership summary, grant pipeline with reports due.
Permission checks on admin-only endpoints (npo.grants, core.manage).

Add Volunteers/Grants API controllers, EventCalendar and GrantPortal site views 33f4da29f9

- NpoVolunteersController: list, register, log hours, stats
- NpoGrantsController: grants CRUD, campaigns with progress tracking
- EventCalendar: public monthly view with registration counts
- GrantPortal: public grant listing with summary stats

Add 7 admin models — Donors, Donations, Campaigns, Grants, Volunteers, Events, Memberships 29e87cb572

All use Joomla 6 BaseDatabaseModel with $this->getDatabase()

Update MokoSuite → MokoSuiteClient submodule reference 88cb3a2fe5

Updated .gitmodules URL and path for the MokoSuite → MokoSuiteClient rename.

Add MemberPortal site view — giving history, membership status, tax receipts, event registrations 0275564283

Add NpoCampaignsController API — campaigns with progress, memberships, expiring alerts, dashboard stats bab40a0af6

jmiller added 1 commit 2026-06-18 14:52:15 +00:00

fix: PR review — escape LIKE wildcards in DonorsModel search 62a18c894b

jmiller merged commit 5d7fdc530d into main

2026-06-18 14:54:57 +00:00

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Reference: MokoConsulting/MokoSuiteNPO#12