Testing complex embedded lists

Hi all,

So I’ve been given the task of implementing an online membership signup & management into an association’s WordPress website and thought I’d seek some advice on how to best implement this using WordPress. The membership process is as follows:

• Applicant fills out an online application form on website (applicant selects their desired membership role of either “FullMember” or “StudentMember” during this step – if “StudentMember”, applicant is required to state the date that they are expected to finish their studies)
  • After submission, applicant will receive an email confirming the submission and that it’s under review.
• Committee (ie. admins) receives application, reviews it, and either approves or denies it;
  • If application is approved, applicant is sent an email with a link to a payment form on the website where they can pay for the membership option they chose in the original online application form. This payment form should also have some fields pre-filled from the original online application form where needed (e.g. name, email address).
    • Applicant has the option of either paying a once-off annual fee or a recurring annual fee for the membership (via an online payment gateway or bank transfer, applicant to pay processing fees if paying online).
      • If a member paid a once-off annual fee for their membership, they can extend their membership for another year by accessing the payment form.
        • If a “StudentMember” wants to extend their membership and the end date of their studies falls before the date their current subscription expires, they can only extend their membership at the “FullMember” price (and then their role will change to “FullMember” from the day after the end date of their studies).
      • If payment was via bank transfer, admin will manually update applicant’s user role once payment has gone through.
  • If application is denied, applicant is sent a notification email.

Once an applicant becomes a member:

• Member can manage their membership details (update address, etc.) via the website.
• Member can cancel their membership (and be issued a pro-rata refund if required).
• Member can change from “StudentMember” to “FullMember”, but a change from “FullMember” to “StudentMember” (requiring an end date to be entered in) requires admin approval.
• Members are shown on a public members list (a dynamic table) on the website (this list can be searched and/or filtered).

An additional factor that might be a sticking point:

• If a “StudentMember” reaches the end date of their studies, then they will be upgraded to a “FullMember” from the day after the end date until the end of their current subscription, at which they will then pay the “FullMember” price to renew.
  • A “StudentMember” can update/extend the end date if required, but this needs to be approved by an admin.

I feel like this might be one for a website developer, but would love some help if this is feasible via WordPress plugins.