Still Outstanding

Resolved for 2.2.3 to be revisited later

7. [DD] For new case activities, the status now defaults to blank, but for non-case activities it still has a default.
(this was intentional, we set default to blank only for case related activities - Kurund )
[DD] I guess for backwards compatibility? We should discuss this one - the issue is just as much on the non-case side.
Update: [DD] We discussed and for the moment we'll have to do some custom code at our end.

[DD] Would be better for us obviously if this could somehow be worked into the main code. I'm curious if other people have come across this issue since it's a general issue when updating scheduled activities. If you're revising the date/time/details, then you want it to stay scheduled, but if you're completing it, then you often forget to update the status.

8. [DD] #9 (If editing existing activity and status still scheduled...) doesn't seem to work? Both for case and non-case.

User prompt works when there is an existing activity that has an Actual Date set, and the status is still Scheduled. It works for only Case. -Yashodha

[DD] Same as #7 for non-case.

[DGG] Will discuss w/ advisory group (either default to blank OR default to completed given that there is only one Date for non-case activities.

12. [DD] EmailProcessor.php works (even attachments), but there is one thing:
Problem: We use the fancy authentication tokens that pose automation difficulties because the password changes.
[DD] Need to figure out how to deal with the password issue.
[DGG]\ DD - please file Jira issue for authentication problem - assigned to you.

The emails that don't get matched get put into a folder in the file system on the server, but there's no notification or cc or anything that I can tell. We'll need something more for the users.
Update: [DD] I'm told it creates a new contact record. Will test.
Update 2: [DD] It does create a new contact, but now more stuff:
How should errors be handled? Does it put the emails in the ignored folder? Do I need to add a script to monitor this folder and notify somebody?

• If we get any errors during email processing, we move them to ignored folder. So ideally all emails will be processed and nothing will be ignored. We are assuming all required activity types have been created in the system. Currently you will have to manually check which emails are ignored. - Kurund

(ii) Just noticed all the emails come in with status Scheduled for some reason.

• Changed status to completed (fixed rev 21139 - Kurund )

Probably doesn't belong here but for documentation purposes:
It doesn't work on Windows when using SSL with POP3 because of some incompatibility with the ezc package.
You need to add emailtoactivity=1 as a parameter.
It only works via url, not via direct command line, e.g. http://domain/sites/all/modules/civicrm/bin/EmailProcessor.php?name=username&pass=password&key=site_key&emailtoactivity=1

[DD] While they aren't on the scope of work, we're wondering if there's three short things we can sneak in? [ filed CRM-4475 for these improvements - Yashodha ]

(A) Subject on activities is currently required. At least for case can we remove that? It would be useful for non-case too. It's because when you are updating a future scheduled one it asks you for a subject but you don't have one yet.

Now for case related activities subject is not mandatory ( fixed in revision 21160 -Yashodha )

[DD] Would like for non-case too.

This has been fixed for 2.2.4: CRM-4515

(B) The default sort order on the manage case flexigrid is backwards from what case managers would prefer. Date descending would be better.

[DGG] Let's discuss changing to status_id ASC, due_date_time DESC. However, if we make this change, some upcoming / overdue case activities may be pushed to second page (if there are > 10 SCHEDULED activities). Is this OK.

Resolved

1. [DD] If you misspell the name of the CRM_Contact_Form_Search_Custom_FullText when adding it to the Manage Custom Searches admin page, then even if you correct it later you need to correct it in the database too or else the name column still has the misspelling, and so you get an unrecoverable error.
Not sure how to make that better - maybe a better error message saying where to look and what to do?

( You should not make any manual changes. You will have to run v2.2.3 upgrade, it will make entries for Custom Search / new database fields - Kurund)

2. Is there an upgrade script or a list of config changes I need to make? For example I can see there's also the Change Start Date activity I need to add to the config.

( Yes, you would want to do a svn update to the latest revision of 2.2 and then run upgrade http://yoursite/civicrm/upgrade?reset=1 and then you should be able to see these options -Yashodha )

[DD] The upgrade script doesn't seem to want to upgrade between 2.2.0 and 2.2.3 (it says it's already upgraded - I think because the version field in civicrm_domain just says 2.2?), but anyway I think I figured out everything I need to do. Thanks.

When you're running off of svn you need to edit the civicrm-version.txt file to say 2.2.3 Drupal PHP5 before running the upgrade script.

3. [DD] Minor thing: The birthdate calendar defaults to today's date when you click on it, which I understand and is consistent with elsewhere, but it means an extra couple scrolls you need to make in the year field afterwards. It's not unusable as-is, but maybe defaulting to 25 years ago would save some clicks? [FIXED : Shailesh rev-21116.] [DD] Merged into php (physician health) repo.

4. [DD] Did the Health Region custom field get put in? Do I need to give that custom field a specific name?
It's in custom php/template files in http://svn.civicrm.org/php, and then change where it says "2" to whatever the custom field id is.

5. [DD] If you change the start date via the activity, it correctly changes it in the database, but
(a) I can't see where you see the new start date
Update: [DD] Working.
(b) I can't see where you see what the old one was
Update: [DD] This will get put in as a pre-defined subject line for the activity: Changed start date from XXX to YYY, where XXX is the old date and YYY is the new date.
(c) It should behave the same way as adding a timeline where it resets the prepopulated activities that haven't been touched, since the due dates will now have changed.
Update: [DD] It adds duplicate activities instead of rescheduling the old ones.

(already issue has been filed CRM-4374)

 -fixed in revision 21140.

6. [DD] The fields on the open case form that are linked to the Individual record when you choose New Case for New Client don't populate the client record if there's an existing client with the same name and you choose Assign Existing Client. I think it's maybe always been this way and we just never noticed. I can see there might be a conflict if there was already data filled in those fields, but I'm wondering if it should just always overwrite since at new case creation time you're getting the latest info from the client? Or maybe only insert the new data if the existing field is blank? [FIXED: Shailesh rev-21117].[DD] Merged into php (physician health) repo.

9. [DD] #10 (Link to see all my cases on dashboard) Do I need to enable this somewhere? I understood this feature to be like so: The Cases tab on a person's record only shows cases where that person is the client, so I can't see all my cases from there. I can see it from my relationships tab but it's mixed in with all my other relationships and doesn't display in the same format as the dashboard. Also in the summary table there's no "grand total" cell I can drill-through to see all my cases. The tables below the summary only show recent and upcoming. So basically there's no way to see all my cases.
Go to Contact Summary >> Case Tab, here you will get "My Cases" link next to "New Case"
[DD] After some more looking, there is a way to get ALL MY cases, but it's under Find Cases, so the spec for this request should be "a shortcut link on the dashboard that performs the same action as going into Find Cases and selecting My Cases and leaving the defaults and clicking Search".
Update: [DD] After chatting we got the request sorted out.

Added link "My Cases on Case Dashboard and changed the previous link text, to avoid confusion" Fixed in rev 21138. - Kurund

10. [DD] Not sure if this is a problem with our test data or if this is a recent change but there's a mismatch between the summary number appearing in the summary table and the number of cases that appear as a search result when you drill through.
[DD] Haven't been able to reproduce on another installation.

11. [DD] Click on Find Cases. Leave the defaults and click search. Select All Records and click the Print button at the top of the table. The screen display that appears is fine but then when you click the "Print Case List" button it only prints the first page. (http://issues.civicrm.org/jira/browse/CRM-4351)
Update: [DD] Seems to work in Safari but not Firefox.

- was a firefox issue, fixed in rev 21135.

[\DD] The upgrade script puts the Change Start Date activity into the Core category instead of the CiviCase category. (And this causes the little pencil icon on the manage case screen for changing the start date to give an error about missing params.)

- fixed in rev 21136.

(C) Activity status of Left Message shows in red on the manage case screen indicating incomplete, but it is complete. Similarly Cancelled.

(Fixed in rev 21164 - Kurund )