spp_cr_types_advanced

OpenSPP CR Types - Advanced

Installs eight advanced change request types that use custom Python apply strategies for complex registry operations. Types include membership management (add/remove/transfer members, change head of household), group operations (create/split groups), registrant lifecycle (exit/deactivate), and data quality (merge duplicates). All types are marked as non-editable via Studio to prevent modification of Python-only logic.

Key Capabilities

• Membership operations: Add member, remove member, change head of household, transfer member between groups
• Group operations: Create new groups, split households into separate groups
• Registrant lifecycle: Exit and deactivate registrants from the system
• Data quality: Merge duplicate registrant records with full data consolidation
• All types use apply_strategy='custom' with Python models that cannot be modified via Studio

Models Secured by This Module

This module does not define models. It provides data records for spp.change.request.type and security rules for detail/apply models defined in spp_change_request_v2:

Detail Model	Apply Model	Purpose
spp.cr.detail.add_member	spp.cr.apply.add_member	Add new member to group
spp.cr.detail.remove_member	spp.cr.apply.remove_member	Remove member from group
spp.cr.detail.change_hoh	spp.cr.apply.change_hoh	Change head of household
spp.cr.detail.transfer_member	spp.cr.apply.transfer_member	Transfer member between groups
spp.cr.detail.exit_registrant	spp.cr.apply.exit_registrant	Deactivate registrant
spp.cr.detail.create_group	spp.cr.apply.create_group	Create new group/household
spp.cr.detail.split_household	spp.cr.apply.split_household	Split household into two groups
spp.cr.detail.merge_registrants	spp.cr.apply.merge_registrants	Merge duplicate registrant records

Configuration

After installing:

1. Navigate to Change Requests > Configuration > Change Request Types
2. Eight advanced CR types are now available with icons and descriptions
3. Each type is marked is_studio_editable=False and is_system_type=True with a locked_reason explaining why Studio editing is disabled

UI Location

• Configuration: Change Requests > Configuration > Change Request Types
• Create Requests: Forms accessible from registrant profiles based on target_type (individual/group/both)
• Type Codes: add_member, remove_member, change_hoh, transfer_member, exit_registrant, create_group, split_household, merge_registrants

Security

Group	Access
spp_change_request_v2.group_cr_user	Read/Write/Create (no delete)
spp_change_request_v2.group_cr_manager	Full CRUD including delete

Security rules apply to all eight detail models.

Extension Points

• Override apply strategies in spp_change_request_v2/strategies/*.py to customize behavior
• Inherit detail models in spp_change_request_v2/details/*.py to add fields
• Clone type definitions if is_studio_cloneable is enabled to create variants

Dependencies

spp_change_request_v2

Table of contents

• Changelog

Changelog

19.0.2.1.0

• feat(data): the Create Group CR type no longer requires a pre-existing registrant (is_requires_registrant=False), matching the redesigned Create Group flow (#876, #242)

19.0.2.0.0

• Initial migration to OpenSPP2

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• OpenSPP.org

Maintainers

Current maintainers:

This module is part of the OpenSPP/OpenSPP2 project on GitHub.

You are welcome to contribute.