This is an attempt to add a hierarchical custom data type for use in CiviCRM with the parent/child structure defined by a Drupal vocabulary.

Whew! Finally got something worth showing. It's pretty rough and not fully integrated with CiviCRM. My goal half way through switched from a full solution to something that would work with minimal impact on the civicrm codebase. I'm hoping someone else can take this another step. For now, this is all I need.

Installation

Back up exisiting database

 mysqldump -u _dbuser_ -p --opt _dbname_ > mydb-backup.sql

Back up existing civicrm install

from %webroot%/html/modules

tar -cf civicrm-backup.tar.gz civicrm/

Create the civicrm_entity_term table

civicrm_entity_term.sql is attached.

mysql> source civicrm_entity_term.sql

Custom Changes

Edit CRM/Utils/Menu.php

after line 395

  array(
   'path'    => 'civicrm/contact/view/tax',
   'qs'      => 'reset=1&cid=%%cid%%',
   'title'   => ts('Interest Areas'),
   'type'    => CRM_UTILS_MENU_CALLBACK,
   'crmType' => CRM_UTILS_MENU_LOCAL_TASK,
   'weight'  => 1
  ),

Edit CRM/Core/Invoke.php

on line 174, after the tag switch section

  case 'tax':
    require_once 'CRM/Taxonomy/Page/View.php';
    $view =& new CRM_Taxonomy_Page_View( );
    break;

Add the Vocabulary and terms into Drupal

use the drupal administration/categories to setup your categories

Edit civicrm.settings.php

This file is usually found under %webroot%/sites/default

Insert after line 442 but before the 'Do not change anything below this line' section

/**
 * Specify the Drupal vocabulary id to use with Interest Areas
 */
define( 'CIVICRM_DRUPAL_VOCABULARY_ID' , ?);

Where '?' is the id of the Drupal vocabulary.

You can find the Id by looking at the URL of the edit vocabulary link under the drupal administration/categories menu.

ie

http://webroot/?q=admin/taxonomy/edit/vocabulary/1 <--- id = 1

or
on the drupal database run

SELECT vid, name FROM vocabulary

and pick out the vid for the name of your vocabulary.

Extract New Files into <webroot>htdocs/modules directory

• cd %webroot%/html/modules (whever civicrm dir lives)
• wget %weburl%/civicrm.zip
• unzip civicrm.zip

civicrm.zip attachment contains the files below.

• civicrm/api/Taxonomy.php
• civicrm/CRM/Taxonomy/Form/Edit.php
• civicrm/CRM/Taxonomy/Page/View.php
• civicrm/templates/CRM/Taxonomy/Page/View.tpl

This is a very, very custom solution. Due to time I could not go further as I have to dive into how to get the search page to recognize the vocabulary terms.

Original scope

Specifically, we want to allow 0 to Many "Interest Areas" to be added on an Individual.

Areas of Integration

• Individual
• Advanced Search -> want to "OR" the entries for a broader search.
• Admin interface for Custom Fields
• Custom Data Groups
• Custom Data Fields
• Hook into Drupal vocabulary/term structure.

Use Cases

User

• Name: Select "Interest Areas" for an Individual.
  • Success End Condition: "Interest Area" added to Individual.
• Name: Search for Individuals that have selected "Interest Areas"
  • Success End Condition: Search returns Individuals with "ANY" of the selected "Interest Areas"

Administrator

• Name: Create Hierarchical Custom Data Group
  • Success End Condition: Hierarchical Custom Data Group appears in admin interface.
• Name: View and Edit Custom Fields for Hierarchical Custom Data Group
  • Success End Condition: Field is added.

Progress

Notes

• I wanted to get this "out there" so I'll try to fill out more detail as I go along.