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Changelog

Revision history for the MDS Events Management System — specification, development plan, and interactive HTML prototypes prepared by Northwoods for the MDS RFP response.

v0.7 June 16, 2026

Prototype 6 — Create a New Event, the staff “front door” that stands up a new meeting (clone or blank) and hands off into the event workspace.

New Prototype — Create a New Event
  • Added new-event.html (staff admin chrome) — a single full-page form: Basics (name, type, year, dates, venue, time zone, lifecycle), Start from (equal clone-or-blank radio-cards), and Customize (self-service managed lookups + custom fields)
  • Clone a prior event reveals a source picker and a live “what carries over” checklist (sessions, roles, lookups, fields, forms with toggleable counts) — FR-EV-2; blank hides the preview and empties the customize step
  • Customize step pre-seeds from the clone source and demonstrates the self-service config that needs an IT request today (FR-CF-1/2)
  • Validation blocks missing name/dates with a toast and focus; guards end-before-start, case-insensitive duplicate names, and private-mode storage failure
Create → Overview Handoff & Wiring
  • Wired the dashboard’s “+ New Event” and “⧉ Clone Prior Event” buttons to the new flow (replacing the stub toast)
  • Create stashes the new event to a one-shot sessionStorage flag and lands on event.html, which shows a success banner and reflects the new event’s header (e.g. a 2029 Congress cloned from 2028), then clears the flag so later normal visits show the unchanged 2028 workspace
  • Added Section 22 to mds-events.css; extended data.js additively (MDS_CLONE_SOURCES, MDS_TIMEZONES, MDS_getCloneSource)
v0.6 June 16, 2026

Prototype 5 — Member Directory + cross-year Speaker History, the synced member pool the rest of the system draws people from.

New Prototype — Member Directory
  • Added members.html (staff admin chrome) — a searchable, filterable directory list of the bulk-synced member pool (22 people, including committee-only members who aren’t 2028 faculty), with filters for country, committee, has-spoken, booked-2028, and over-booking risk (FR-FR-1, §6.1)
  • Member profile — read-only iMIS identity snapshot, committee/role memberships, and the cross-year Speaker History centerpiece: years-spoken, frequency, over-booking-risk flag, past topics, and current 2028 involvement (FR-HX, pain point #4)
  • Makes the bulk-sync-vs-SSO point explicit: staff can assign someone who has never logged in — the directory is the synced pool, not just event faculty
  • 0 mismatches against the v0.5 Speaker History report across all 22 members (both read the same MDS_SPEAKER_HISTORY), with an identical over-booking threshold
Wiring & Shared Assets
  • Replaced the “Member Directory” sidebar stub with a real link on all staff pages
  • Added Section 21 to mds-events.css; extended data.js additively (member directory, committees, helpers) — no breaking changes to Prototypes 1–4
v0.5 June 16, 2026

Prototype 4 — Reporting + self-service Report Builder, the replacement for being locked into IT-built SSRS reports.

New Prototype — Report Builder
  • Added reports.html (staff admin chrome) — three views: a library of 8 pre-canned reports MDS runs every Congress, a self-service builder (data source → columns → typed filters → sort) with a live preview, and a results view (FR-RP-1…4)
  • Pre-canned and custom reports share one declarative engine (MDS_runReport over report subjects), so any standard report is editable in the builder and outputs stay consistent
  • Cross-year Speaker History / Frequency report (years-spoken, frequency, over-booking risk) — the scattered-Excel tracker, now one click (pain point #4)
  • Save / edit custom reports; simulated Excel / CSV / PDF export; no IT request, no SSRS ticket (pain point #6)
Wiring & Shared Assets
  • Added a Reports item to the staff sidebar across all staff pages
  • Added Section 20 to mds-events.css; extended data.js additively (report subjects, standard reports, filter operators, MDS_SPEAKER_HISTORY) — no breaking changes to Prototypes 1–3
v0.4 June 16, 2026

Prototype 3 — the Visual Schedule Builder, the staff-facing replacement for MDS’s manual Excel scheduling and collision-checking.

New Prototype — Visual Schedule Builder
  • Added schedule-builder.html (staff admin chrome) — a days × time × rooms grid with parallel room columns and a distinct committee lane
  • Drag-and-drop placement from an “unscheduled sessions” tray onto the grid, with a reliable click/keyboard “arm-then-place” fallback
  • Live conflict detection surfaced three ways: a marker on each clashing block, a live count in the toolbar, and a conflicts panel that names each clash and jumps to the offending block
  • Opens with one pre-existing conflict already on the board (Dr. Lindqvist: PL-01 × Education Committee, 10:15–10:30) — the same clash modeled in the Faculty Hub — so the demo starts with something to solve; moving the session clears it live
  • Session/committee detail drawer and highlight-by-person filter to see a faculty member’s full day at a glance
  • Reuses the exact conflict rules from the faculty schedule so staff and faculty views always agree (overlap = clash; same-session chair + speaker is not a clash; declined/withdrawn/backup hold no slot)
Shared Assets & Wiring
  • Extended data.js additively (grid axes, derived MDS_SCHEDULE placements, committee rosters, cross-faculty MDS_detectConflicts()) — no breaking changes to Prototypes 1 & 2
  • Added Section 19 (schedule-builder components) to mds-events.css
  • Wired the event.html Schedule tab to launch the builder
  • Fixed a rendering bug where sessions starting off the 30-minute grid boundary were not drawn (detection was always correct; only the visual block was missing)
v0.3 June 16, 2026

Prototype 2 — the Faculty / Attendee Hub, the speaker-facing experience.

New Prototype — Faculty / Attendee Hub
  • Four member-facing pages using the lighter MyMDS-style chrome (utility bar → white brand header → member sub-nav → footer), deliberately not the dark admin sidebar
  • invite.html — invitation landing with Accept / Decline as the first decision
  • hub.html — the centerpiece: sessions & roles, an action-item checklist (open vs. complete), registration code / housing / stipend snapshot, a staff-editable alert block, and Orchestrate / certificate link-outs
  • forms.html — role-based forms (disclosures, type-to-sign agreement, housing, travel, bio/headshot) demonstrating the chair-gets-no-housing rule
  • schedule.html — agenda-ordered personal schedule combining sessions and committee meetings, with conflict detection
Workflow Continuity
  • Logged in as Dr. Marcus Lindqvist — the same multi-role person (Chair + Speaker) from the staff workspace, so both prototypes describe one Congress and one set of people
  • His request-to-withdraw in the hub is the exact origin of the action-queue item the staff confirm in Prototype 1 — demonstrating the full round-trip: speaker requests withdrawal → routes to staff → staff confirm → backup auto-promotes
  • Deliberately reverses the legacy system’s #1 pain point: faculty can edit/update after accepting (with staff notified)
Shared Assets
  • Added Section 18 (member-facing chrome & hub/forms/schedule components) to mds-events.css
  • Added hub-state.js (cross-page demo continuity via sessionStorage); extended data.js with hub data, no breaking changes
v0.2 June 16, 2026

Shared component library and Prototype 1 — the staff Event / Session Management Workspace.

Design System
  • Built the shared MDS component library assets/css/mds-events.css from the MDS Brand & Design System Reference — the single styling source of truth for all prototypes
  • Tokenized brand (Lato; red #AF2626 / hover #7D0D0D; blue #136294; warm-gray neutrals), an events-domain status palette, plus app shell, buttons, forms, tables, cards, stat tiles, status pills, tabs, modals/drawers, toasts, and utilities
New Prototype — Staff Workspace
  • Five linked pages in the dark admin app-shell: index.html (events dashboard), event.html (overview + staff action queue + tabs), sessions.html, session.html (presentations, chairs, backups), and faculty.html (status dashboard)
  • Faculty status dashboard with status/role filters and search — the replacement for SSRS report cross-checking
  • Confirm-decline → auto-invite next backup, preserving the presentation title; reassign speaker keeps the presentation and swaps only the person
  • All six status states represented (invited, accepted, declined, withdraw-requested, Speaker TBA, backup); multi-role people surfaced; stipend and housing shown on assignments
  • Shared data.js (mock data) and app.js (toast/modal/nav utilities); no native browser dialogs anywhere
v0.1 June 16, 2026

Specification and development plan — the foundation derived from the RFP, the MDS demo, and the internal debriefs.

Specification
  • Authored SPEC.md — full functional/non-functional specification synthesized from six source documents (RFP, clarifying questions, database outline, demo transcript, two internal debriefs)
  • ~70 numbered requirements across 19 modules, personas & role model, relational data model, integration architecture (iMIS today, Nimble-ready), workflows, phasing, and a resolved open-questions register
  • Key scope decisions locked: phased delivery; iMIS→Nimble (no Salesforce); moderate in-app comms (mass email stays in ActiveCampaign); global-core + per-event-custom roles; preloaded backups with auto-invite; committee module separate-but-linked; self-service config & report builder in Phase 1; request-to-withdraw routing; visual schedule builder
Development Plan
  • Authored DEV_PLAN.md — a 35-step incremental Phase 1 plan across 10 stages and 6 milestones, each step mapped to spec requirements with a clear “done when” state
  • Prototype sequencing defined; bulk member-sync flagged as the critical-path dependency to confirm early