Membership Reporting Enhancements

Problem Statement

Clients who heavily leverage Pelcro’s membership-based subscriptions lack clear and reliable reporting to understand the relationship between:

• The membership owner subscription (where billing occurs), and

• The individual members consume seats under that subscription.

Currently:

• Membership owner subscriptions appear only on the Subscriptions page.

• Individual members appear only on the Memberships page.

• Critical attributes such as seat capacity, seats used, seats available, and subscription validity are not surfaced in either view.

This disconnect prevents clients from quickly answering basic operational questions, such as:

• Is this membership still valid?

• How many seats were purchased?

• How many seats are used vs unused?

• Which members belong to which membership subscription?

This results in operational friction, manual cross-checking, and incorrect assumptions about member access.

User Story

As aPelcro administrator managing membership subscriptions,
I want to clearly see seat capacity, seat usage, and subscription status for memberships.
so that I can understand utilization, identify expired memberships with active members, and manage access with minimal clicks.

Proposed Solution (High-Level)

Introduces subscription-level seat allocation reporting as a first-class concept and surfaces it appropriately across:

• The Subscriptions page (commercial / billing view), and

• The Memberships page (people/access view).

Seat allocation should be derived from existing data (plan seat capacity + active members) without changing billing behavior.

Functional Requirements

1. Subscription-Level Seat Allocation

• Snapshot seat_capacity on the subscription at creation time or update (from the membership plan).

• Compute (read-only):

  • seats_used = number of Active members

  • seats_available = seat_capacity − seats_used

2. Subscriptions Page Enhancements

The Subscriptions page should expose membership utilization at a glance.
Add toggleable columns:

• Seat Capacity

• Seats Used

• Seats Available

• Subscription Type (Membership / Standard)

Add filters:

• Subscription Type = Membership

• Seats Available > 0

• Seats Used = Seat Capacity

Purpose: allow admins to understand capacity and health without drilling into members.

3. Memberships Page Enhancements

The Memberships page should focus on people and inherited validity.

Add toggleable columns:

• Membership Subscription

• Subscription Status

• Seat Capacity (read-only reference)

• Seats Used (read-only reference)

Add filters:

• Membership Subscription

• Subscription Status

• Seat Status

• Membership Owner

4. Membership Validity Rules

• Membership access should inherit validity from the owner's subscription.

• If a subscription expires:

  • Members remain visible

  • Members are flagged as inactive / attention required

• Pending members do not consume seats.

Definition of Done (DoD)

• Admins can identify membership seat capacity and usage in one view.

• Admins can filter members by a specific membership subscription.

• Expired membership subscriptions with active members are clearly visible.

• Seat capacity, used seats, and available seats are displayed without navigating between pages.

• No changes to billing or existing membership assignment logic.

• The feature is documented and covered by automated tests.