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Open Issues
High Priority / Bugs
Other Issues (deferred for Phase 2 unless otherwise noted - dgg)
[DD] If you delete a contact that has cases, then attempting to do anything with their cases throws errors. Maybe it shouldn't let you delete those contacts. Cannot replicate in 2.2.3
Relatedly, I couldn't see any way to just mark a contact as "inactive", so that functions still work, but that for example they would no longer appear in selection lists.
Move to trash feature for Contact records is on roadmap for 2.4
[DD] The only way to send an email to multiple roles at once is to go back in and edit the one you just sent and send a copy
Update: [DD] I took a stab at this but there's some deeper stuff going on that I'm not familiar with that keeps it from working. I think it requires a selector be present beforehand to initiate the process.
In 2.3, the Send Email screen will allow you to add more recipients (To, CC or BCC) CRM-3557. This should be a decent "work-around". Let's discuss.
[DD] Did something change with the calendar control? In IE now what happens is that the popup calendar always appears in the top right-hand corner of the page, which sometimes is off the screen if the you're at the bottom of a scrolled page. And in that case the only way to even see the calendar is if you have a scroll wheel on your mouse, since once you click on the scroll bar the calendar disappears.
[DD] Sending a copy of an email activity adds a due date of the current date to it (because that's what comes up on the edit form by default), which doesn't break anything but of course has no meaning, and causes the email to shift down in the manage case list. We can live with this it's just odd.
You shouldn't be able to Edit a Sent Email activity. We don't show Edit link for non-case Email activities and shouldn't for Case activities.CRM-4530
[DD] The error message is missing the hostname in the link when you go to send an email to a case role from the manage case screen and you have no smtp server setting set, i.e. it directs you to http://civicrm/admin/setting?reset=1 instead of http://<hostname>/civicrm/admin/setting?reset=1, and actually it should probably direct you to http://<hostname>/civicrm/admin/setting/smtp?reset=1.
Also the intro text on that screen refers to a "Save and Send Test Email" button, but there isn't one.
I think this is fixed as of 2.2.3 (I get a correct link when testing the error condition). dgg
[DD] When you send an email to a case role from the manage case screen (http://civicrm.clarkebrown.add.local/civicrm/contact/view/activity?reset=1&action=add&atype=3&cid=108&caseid=1), you get a javascript error in IE. Line 382, Char 56, Error: Syntax error
[DD] In search builder, you get Unknown column 'civicrm_case.id' in 'on clause', 1054 when you do a search for case activities. It looks like it's not that the column doesn't exist, it's that the wrong table name is being used in the join. You can use pretty much any search criteria to reproduce this, like activitysubject != foo
[DGG] This is being fixed for 2.3 - CRM-4135
[DD] Maybe it's intended for a different use, but the custom activity search will show you the activities, but then none of the clickable links take you to the activity. Also, edited activities appear in the results twice.
[YC] This has been fixed for 2.2.4 - CRM-4518
[DD] The "Access Keys" feature might be Macintosh-specific? For example ALT-SHIFT-I does nothing in Internet Explorer, ALT-SHIFT-A opens the favorites menu.
CRM-4516 - Access key attribute missing for Save buttons. Will be fixed for 2.2.4.
CRM-4517 - Access key help should be conditional on platform / user agent (e.g. show correct key combinations for Mac vs Windows, FFox etc. We'll also determine if there are valid key combinations for IE.
Resolved issues
[LA] Caption text cut off: Caption text below "Assign to" in Change Case Type cut off (happening in Chrome and IE but not Firefox). LA is going to look at this.
[DD] When you send an email to a case role from the manage case screen (http://civicrm.clarkebrown.add.local/civicrm/contact/view/activity?reset=1&action=add&atype=3&cid=108&caseid=1), it appears in the jquery table fine, but has a blank activity type. Clicking on the view link correctly displays the type as "Email".
[DGG] Export Cases - Select Fields for Export: custom Activity fields missing
The core contact, case and activity fields are working properly. However, in order for this to be very useful we need to also allow them to select from the available custom fields associated with the Activity object (so when I select "Activity" from the first drop-down I should get the core fields and the custom fields).
[DD] Certain fields for newly prepopulated activities, like Subject, end up in the database as a space character instead of null or the empty string. Not sure if this is on purpose?
- [DGG] Advanced Search
- *- Query is defaulting to "My Cases" even though I haven't selected either radio button (or any other field in the Case pane. This is problematic because it will prevent user for getting results on any other valid search criteria. We shouldn't be including Case-related WHERE clauses unless a case criteria has a value. We also need an unselect for the My Cases / All Cases radio button.
- Searching by Activity Type doesn't seem to be working for some CiviCase activity types - and the QILL is not showing Activity Type value for any CiviCase types.
- "My Cases" criteria is also not working in Advanced Search. I selected that as my only search criteria and no cases where returned even though I have 2 cases where I'm the Intake Physician.
EXAMPLE 1:
Select 'Open Case' in Activities pane for Activity Type, and make sure ALL cases is selected in Case Pane.
-> This search returns the 3 expected contact records from sample data (altho Activity Type is empty in QILL).
EXAMPLE 2:
Select 'Survey client satisfaction (Counselor referral)' in Activities Pane, and make sure ALL cases is selected.
-> This search returns empty result set despite the fact that Lori Leeman (cid=103) has an activity of this type. I also tried "filling in" that activity in her case an saving it as completed to see if that would make the query work - but still empty result on search. The QILL shows:
Activity Type = '' ...AND...
Activity with '' ...AND...
Activity Status - 'Scheduled' or 'Completed'
- [DD] If you go into Administer CiviCRM -> Configure -> Find and Merge Duplicate Contacts and update the Individual Fuzzy rule to match only on First and Last Name, and update the threshold to 11, then it will match duplicate names on first and last name when you go to create a new case. However, when you click the Assign Existing Client button it gives an error: "Could not find existing client to link the case with". (DGG: I tested this with the default Fuzzy Rule (First, Last, Email) and the "assign" works. However, when matching only on First and Last, I got the same error as DD)
- [DD] Cases with status = Resolved show up in dashboard "summary counts" but don't show up Dashboard or in search results (Find Cases)
Update: It might be something with the sample data, but I can't see what it is.
(DGG: I think there's some problems with the Find Cases query in general. I've added related comments to http://issues.civicrm.org/jira/browse/CRM-3667 for Sunil)
- [DD] CRM-3905 Creating a custom field with a type that has multiple choice options will accept strings for the Value of the selections but then behave weird (e.g. for multi-select, only the last option will ever be presented), and then when you go back to edit the field definition it will have replaced all the Values for the selections with 0.00, indicating it only accepts numbers.
- [DD] After creating a new case, if you go back in to edit the open case activity, the case status field appears at both the top and the bottom of the form, and sets itself to "resolved".
[AC] After receiving some helpful feedback from DaveG, I'm not pounding too hard on the site just yet, and will confine observations to layout and the like. I may be the only person around who is viewing the app regularly from a 1024x768 screen. I'm guessing that there will still be quite a few people using it at that resolution when it's released though.
So at this resolution, the activity listing for a case is not optimal. When you look at the grid at this res, you don't see a bunch of helpful columns that have scrolled off to the right. One of these (the rightmost) actually contains the links you need to edit the activity. It took me a while to figure out how to open the activities in the grid for editing. This is made slightly worse because the scroll bar that gets you over to where you can see the needed columns is not directly below the grid itself. It's sort of disconnected and lower, and it takes a while to realize that it contains the magic remedy for what ails ya.
I wonder if we can do something to improve it for low resolutions? For example, having two columns for dates is a bit wasteful of screen real estate. Would it be possible to put both dates into one column, showing a scheduled date if actual date is null, and showing the actual date if it's not null? The actual dates could be bold, or coloured differently. I'm also not entirely convinced we need the activity category in a separate column. If we need it at all, it should be concatenated to the activity type, and wrapped into a single cell. I also think I might like to see the reporter column just appended to the subject, perhaps in parentheses. All these things would condense the display so that the listing of activities gets closer to "telling the story" of the case.
[DD] The link to edit an activity on the manage case screen doesn't work if you're not using clean url's in drupal, because it creates a second question mark. I had trouble finding where this link comes from, but a guess would be that it isn't using drupal's built-in function for generating url's?
Found it in CRM\Case\BAO\Case.php. Committed the fix.
[AC] Activity status displays differently in the edit form vs. the display box. Example:
When you click on the subject for activity 553, it shows the activity status as "resolved". When you edit the activity, the activity status is "completed".
On this same activity display box, click the link to see prior revisions. http://case.dev.civicrm.org/civicrm/case/activity/view?reset=1&aid={$activityID}&cnt=1
The following error is displayed:
 | Sorry. A non-recoverable error has occurred. |
[DD] Might be by design, but if you create a new case for new client using the same name as an existing contact, it doesn't suggest it as a duplicate unless you also put in the same email address, even if you put in the same phone. So it likely won't catch any duplicate contacts.
Update: There's a setting under Configure->Find and Merge Duplicate Contacts. But note that you must update the Threshold field at the bottom to something lower than the total of the weights for first+last. Also, when you click on the help button for this feature and then on the read more link, it goes to a page that doesn't exist. (DGG: fixed the help links)
- [DGG] Editing an auto-populate activity. Due Date in the record is Dec 25. When I go to Edit the activity, that value is ignored and Due Date field shows current date / time. I suspect this is related to the fix from yesterday to set Actual Date to current date / time if it's null. We should NOT force current date / time for either date field if they already have a value saved in the DB. Rev: 18549 (Shailesh)
- [DGG] New Case for New Client - the Due Date and Actual Date for the Open Case activity record should use current timestamp - currently they're being set to 12:00am (0000).Rev: 18549 (Shailesh)
- [DD] Attachments section of Activity form should be expanded by default when there's an existing attachment .Rev: 18549 (Shailesh)
- [DGG] View activity links from Contact Activity tab selector are broken for many of the "sample activities". For example, if you view activities for cid=39 - all the Membership Signup and Membership Renewal activities are missing the activity ID in their View link. Not sure what's causing this (problem in resolving link or problem in sample data?).
[SHAILESH] Its due to sample data. In many activities like Membership Signup and Membership Renewal, civicrm_activity.source_record_id is NULL which is use to build "View" link in Activity listing hence its break.Rev: 18549 (Shailesh)
- [DD][DGG] When you create a new case, it saves the custom fields for the open case activity into the civicrm_value_XXX table, but it also saves them into that table for ALL the other activities on the case (i.e. you get a row in the custom value table for EACH of the auto-populated activities). - deepak
- [DGG] Custom Data for Activities - major bug when editing existing activity.
- If existing activity HAS a record in the custom values table (e.g. civicrm_value_intake_questions_2 table), when you edit the record and save it, the custom field value are NOT saved (so there is no corresponding record in custom value table for the new instance of the activity record).
- If you now "edit" the new instance and set values for custom fields, they are saved.
Basically, if there already a custom value table record linked to the activity record being edited, then the custom values are NOT saved to the new instance. - deepak
- [DGG] Change Case Status activity (civicrm/case/activity?action=add&reset=1&cid=104&caseid=2&selectedChild=activity&atype=28):*- Activity "Subject" defaults to activity type label, should be blank.
- The activity insert query for this is WRONG. Rather than creating a new activity record, it OVERWRITES existing activity record (civicrm_activity.id = 2 in my test and DD test).
- Deepak: could not replicate or was already fixed
- [DGG] Change Case Type - Reset timeline isn't working. I started with sample case 2 (http://localhost/dgg/drupal6t/civicrm/contact/view/case?reset=1&id=2&cid=104&action=view&context=search&selectedChild=case) - type = Inpatient Admission. I changed it to Intervention. I wind up w/ a new set of activities - but for the Inpatient Admission case type. Also, the newly inserted activities had bad dates (the 1st / baseline activity had Due Date of December 13th, 1901 12:45 PM, and the remaining activities all had the same due date of December 31st, 1969 3:45 PM. - deepak
- [DGG] - Activity form: Field label for source_contact_id should be 'Reported By' when adding / editing a CiviCase activity. (Label for this field in core activity form is 'Added By'). - deepak
- [DGG] Clicking Email icon from the Case Roles table - needs to pass Case ID to the Send Email task and the created email activity should be linked to the case (civicrm_case_activity record) - (this was marked Completed in To Do, but seems to have gotten lost in recent changes). When you review this, we should also set context such that user goes back to CaseView after sending the email. [Deepak] This has been fixed, but when you try to view the activity, it won't show you anything. The reason is that the report (XMLProcessor) apis/methods don't use/work with activity types other than those associated /w case component. Fixing would require hacking those methods for this special case. Should we go ahead /w the work ?
[DD] Are those xml config files were being used for something other than the report/audit feature? If so we either need to revisit the use cases for the feature or revisit the way the view activity works. [Deepak]: We figured out a good way of doing this (see commit r18631) and is now fixed.
- [DGG] Case Activities search (in Case View): When the TO: (date) field is empty, the search query should return all activities w/ due (or activity) date >= FROM: date. Currently, it seems to always return an empty set when TO: is null.
NOTE: An empty FROM: date works as expected - all activities w/ dates <= TO: date are returned.
[Deepak] Any combination should work now (r18632)
- [DGG] Edit activity which has a parent_id value: The parent_id is not carried forward to the new revision. To recreate: create a follow-up for an existing activity; now edit and save the follow-up activity. The original revision of the follow-up has a parent_id, but it's missing from the "current revision".
[SHAILESH] (r18638).
[DGG] Schedule Followup Activity
Lobo asked that we escalate this functionality from Case/Activity to core Activity - so that it's available for both contexts of the Activity form.
[SHAILESH](r18666).
[DGG] Inserted records in civicrm_log - modified_date value is missing the timestamp
When we insert log records (for example when a new activity or new instance of an existing activity is created) - the timestamp isn't set (example of an inserted modified_date value = 2008-12-09 00:00:00). We should be setting the timestamp as well as the date.
[SHAILESH](r18666).
[DD] The "unselect" link for custom radio fields isn't there when the number of rows is more than 1. To recreate, navigate to "New Case for New Client" (civicrm/contact/view/case?reset=1&action=add&atype=14). The "Caller" custom field is missing it's "unselect" link.
[SHAILESH](r18666).
[DGG] Change Case Type - Reset timeline still isn't working correctly. It's using the 'standard timeline' for the "old" case type (the one I'm changing FROM), rather than the newly assigned case type. To recreate: select a case with case type = Intervention. Change the case type to Inpatient Treatement (and select Reset Timeline = true). You'll see that the newly inserted activities belong to the Intervention case type rather than the Inpatient Treatment activity set. [Deepak] r18655
[DD] The separator for a multi-select field is ascii 0's, but this causes problems when output to xml. Replace this character with comma plus space character when outputing these field values to XML.
(Ideally, since it's XML, it should generate several subelements, e.g. <values><value>1</value><value>2</value><value>3</value></values> but for the near future a comma will work.)
[Deepak]: This (add comma separation) was already taken care by code, but it was bad sample data (e.g ^A^A) which was causing the problem. Code has been added to take extra care. r18658
[DGG] Attachments are not visible when viewing a core activity. (fixed dgg)
[DGG] The "Record Case for Contacts" (batch) task (from Find Contacts / Advanced Search) isn't working. If it's an easy fix (error says it's missing "atype" id) - then let's fix. If not, remove it from the Tasks for now.
[Deepak] Feature no longer works /w new model. Removed from task list.
[DGG] "Record Activity for Contacts" (batch) task (from Find Contacts / Advanced Search) - the Assigned field in the form is not defined (i.e. just a label but no comboBox).
[Deepak] Problem inherited from 2.1. Fixed in r18687
[DGG] View Case activity
If activity has attachments, they should be included (link to attachment URL(s)) in the view page.
[DGG] Schedule Follow-up Activity (from core Activity form)
- Target contact(s) aren't being assigned for the follow-up. They should be the same as the activity being added / edited.
- Currently we're putting the date for the follow-up in the due_date_time column. However, we don't expose this column/field for core activities. I'm not sure it's a good idea to add Due Date to the core interface, so preferred solution would be to make this part of the activity insert conditional - and write the date to activity_date_time when scheduling follow-up from core activity (vs. due_date_time for case activities).
[CS] In the auto-populated activities from Family Doctor referral, it would be good to have an activity called "Call client and deliver names" and there does not need to be one called "Facilitate first appointment"
[CS] Ordering of case types in the drop down list should be from most common to least instead of alphabetical, e.g. Referrals are more common.
[CS] The determine needs and preferences activity for Family Doctor Referral should have some help text like "Where does the client live? Are there any GP's that the client would prefer not to see?"
[DD] I added the text. It could also be done with custom fields, to make it more visible, but don't think it's necessary since it's not data that would need to be reported on later.
[CS] In the auto-populated activities from Counselling referral, it would be good to have an activity called "Notify Service Provider about counselling referral"
[DGG] View core activity
The ActivityLinks are displayed, but the drop-down for Other Activities is missing. (This is working properly when EDITING an activity, just not from VIEW.) NOTE: I removed Activity Links completely form View and Delete modes. Doesn't make sense to have "some" of the links. (dgg)
[CS] In New Case for New Client, can the "Choose Case Type" be at the end of the form instead of the beginning? The Assessment Physician will determine the case type in the process of doing the assessment, but will not know at the beginning. NOTE: The case-related fields are a "set" so I moved them together to the bottom and re-ordered them so Case Type is last (new order of that set is Case Start Date, Case Status, Case Type). I can easily change the order within that set - or move the group of 3 to another location - but breaking them up is less do-able. (dgg)
[DGG] Core Activity - Add Activity isn't setting context properly. Go to Activities tab for a contact and click Other Activity: Interview. Fill in the form and click save. You should wind up back on Activities tab - but instead you are pushed to Contact Summary tab for that contact. (Edit, View and Delete all seem to be working properly however.)
[DGG] Find Cases and Dashboard
- Dashboard - Cases with Upcoming Activities not working properly. The 2 cases I added have "scheduled" activities in the next few days - but they aren't showing up in the first selector at all. (They are showing up in the Recently Performed... selector with the correct data for the most recently performed activity).
[DGG] Insert Case Activities
We need to always insert a civicrm_acivity_target record pointing to the client whenever we insert an activity record. This includes auto-populated activities (which I think are currently working properly), as well as New Activity (in case), Schedule Follow-up Activity, and new revisions (when editing existing activity).
[SHAILESH] fixed for rev-18742
[DD] Custom date fields should be transformed to ISO format when output to XML.
[Deepak] db stores date in ISO format only. Even the generated xml has the same format, but just before displaying the report, date is formatted in the template. Would you like us to fix the template ?
[DD] It's coming through in the xml as non-ISO. For example if you run it on the sample case that is resolved, you'll see this snippet in the xml:
<Field><Label>Date Family Physician Last Seen</Label><Value>March 2nd, 2007</Value><Type>Date</Type></Field>
I think the problem is where CRM\Case\XMLProcessor\Report.php calls CRM_Core_BAO_CustomField::getDisplayValue() which then calls CRM_Utils_Date::customFormat($value, null, $parts)
[SHAILESH] fixed for rev-18742
[DGG] Dashboard, Find Cases, Advanced Search
- "My Cases" criteria is not working. I've created two new cases - and have the Intake Physician relationship with both of them. These show up in Find Cases and the Dashboard when I select "All Cases" - but not when I select "My Cases". *Please test by adding cases w/ your
logged in user - and then a different logged in user so u have the sample cases plus two other conditions.* - In Advanced Search - we need an 'unselect' link for My Cases / All Cases. [Deepak] r18740
[DGG] Advanced Search
NOTE - This is related to the target_contact issue above and should be fixed when that is fixed.
- Searching by Activity Type doesn't work for SOME activity types. Not sure what the difference is, but if I search for "Confirm actual admission" (for example) I get the expected sample case contact (Poter, Ron). But if change a case type for a case and then search for "Change Case Type" - I don't get any results?? I also get inconsistent results searching by Activity Subject - doing a copy paste for the subject from an existing activity into the search field - I get a "hit" sometimes but not always?? [Deepak] r18748
[DGG] CiviCase Dashboard - Summary table ("Summary of Case Involvement") counts should be filtered by My Cases vs. All Cases. When all=0, the counts should be only for "My Cases". Currently counts are always for "All Cases".[SHAILESH]rev-18788.
[DD] The extra comma in the flexigrid code in CaseView.tpl seems to have returned, so I fixed that, but now there's a javascript error in Internet Explorer "Invalid Argument" when you go to Manage Case.
[DD] Navigating to a form with a richtext field such as New Activity pops up an error box "Internet explorer cannot open the internet site". This is actually a general Drupal/Joomla/fckeditor issue and I'd long given up on it, but an internet search shows a posting in April by Microsoft detailing the issue (http://blogs.msdn.com/ie/archive/2008/04/23/what-happened-to-operation-aborted.aspx). I understand you have your own integration with fckeditor so maybe there's a workaround you can do?
Additional info:
It's the same with tinymce. If I turn off the wysiwyg editor in preferences it *usually* works, but I think that's a red herring.
Based on some debugging, it could be related to jquery. A test removing jquery references in drupal/civicrm.module and templates/CRM/Case/Form/Activity.tpl made it go away. And then another test putting the "cj" calls into a .ready call also seemed to make it go away, which is consistent with the MS explanation above (although not the wysiwyg thing which is still confusing - possibly enabling the editors inserts the javascript on every page whether it's used or not, and there's some code in the editors that sometimes confuses IE).
In any case, probably all the cj calls need to go inside a cj(document).ready(function()
{ // your code here }
); block.
[LA] Overextended text decoration: Add contact link shows underline even beneath graphic.
Suggestion: the link should be contructed with separate link tags e.g. <a><img></a><a>text</a>.
Fixed r18868. dgg
[LA] Blurred graphics: The functional + and - graphic files are blurry.
Suggestion: civicrm.css class ".action-icon" should replace the height and width property values with a padding value of 2px 5px 2px 5px.
Fixed r18869
[DD] If you create a custom checkbox field with multiple (e.g. 3) options and mark the field as required, it requires you to check off all three options in order to save the form. But note that the interpretation of what "required" should mean depends if there's only one option or more than one. If there's only one option, then "required" has no meaning, and is actually kind of amusing to think about, but if there's more than one option then "required" should mean you need to check at least one of the boxes. (Looks like this bug was introduced in the custom field rewrite. Issue filed for fix: http://issues.civicrm.org/jira/browse/CRM-3946).
[LA] Auto-complete drop-downs (changing case status) submit the entire form when press enter (should work like other drop downs where enter selects the selected option). We've disabled the ENTER key submit for this widget globally. dgg
[DD] New help icon:
1) In IE 7 it still has the box around it and the drop down arrow.
2) It shares some styles with, e.g. the find contacts quick search combobox. The drop-down arrow is needed there.
3) Blue on blue in some places, like the find contacts search results.
4) Some feedback about it being too small now.
[DD] The "from" drop-down when you go to send an email from the case roles section of the manage case screen (http://civicrm.clarkebrown.add.local/civicrm/contact/view/activity?reset=1&action=add&atype=3&cid=108&caseid=1) is a regular drop-down with two things in it, one of which says "FIXME". *The "FIXME" is a default-installed "site-wide" email address. You configure these from Administer CiviCRM >> Option Lists >> From Email Addresses (http://.../civicrm/admin/options/from\_email\_address?group=from\_email\_address&reset=1)\* (http://.../civicrm/admin/options/from_email_address?group=from_email_address&reset=1)*)
[DD] Send copy of Activity: The text contains the phrase "Being a Supervisor related to case , you receive this copy of activity." It seems like there was meant to be something after the word "case", and I'm not sure the wording is necessary anyway since enough details are included in the rest of the email.
Also the text contains some <br />'s and the edit url isn't a proper url.
I've removed the "intro" text and removed the Edit URL (doesn't make sense to include since they may not have permission etc.). Also cleaned up the layout a bit. (dgg)
[DD] Send copy of activity (CRM_Case_BAO_Case::sendActivityCopy): FROM for these emails currently uses the configured default Domain FROM email address.) Instead the FROM should use the name and email of the logged in user (since they are sending the copy).
[DGG] Subject line in "send copy of activity" email has encoding problem. Looks like this:
New email output encoding caused this. Fixed by deepak in r19021. (dgg)
[DD] The contact search results export feature seems to put all of the fields into a single field.
Can you give detail steps to recreate this - ideally on sandbox.civicrm.org. This is a core feature and is working as expected in a quick test I just did. (dgg)
[DD] Update: Hmm. It might be a mime-type configuration on the server I was testing on. It automatically opened in Excel embedded in the browser but all the fields appeared in the first column. But using a different server now it presents the open or save dialog that you would expect, and the file seems fine.
[DD] Update 2: It seems to be something about the particular client computer, possibly the way Excel is set up on that computer, or the browser plugin. The actual output seems fine no matter which server.
[DGG] Send copy of activity (CRM_Case_BAO_Case::sendActivityCopy): The subject of the email should be the subject of the activity. Currently the template uses "Activity Information" . $activityTypeName
[DD] View activity link for the open case activity gives an error. It works for other activities. It may have something to do with the latest versions of the database loading scripts and/or custom data definitions, but I can't see anything obvious.
[DD] Open Case (New Case) form doesn't fill custom fields with their default values. It works on other activities that have custom fields that have defaults set. Note before revision 19274 we didn't have any such fields on the open case form so you won't see it using an earlier configuration.
Update: Sorry, forgot to specify which fields. It's the classification version and classification dilemma fields, in the presenting problem section. Shailesh rev-19373
[DGG] Add a Relationship from the Relationships tab of a type which is one of the configured case roles. Then if you got to assign that role "for the case" (to the same or other contact) from Manage Case (CaseView) - you see the string "undefined" in the "Name" column after submitting the jQuery dialog - and the role (relationship) is not assigned.
Correct behavior is that you should be able to assign a Case Role regardless of whether there is an existing relationship of that type already assigned (without a case id).Shailesh rev-19395.
[DD] The New Activity dropdown field on the Manage Case screen shows the activity type Name. It should show the Activity Type LABEL. Example: option_value.id=246 - (Activity Type) Name = "Survey client satisfaction Referral to family doctor", Label = "Survey client satisfaction (Family doctor referral)"Shailesh rev-19400.
[DD] Sending a copy of an email activity doesn't include the details field in the resulting email.
To recreate: Send an email to a Case Role (click on Email icon in Case Roles table). Then go back in to that activity from the Case Activities grid, and edit that activity to send a copy to another role.Shailesh rev-19410.
[DD] Date fields in email copies seem to use the underlying OS settings (or maybe the MySQL settings? - not sure exactly what it's using). In any case it doesn't appear to be using the settings in the administer civicrm config pages. This isn't a problem, but it would be more consistent if it used those settings.Shailesh rev&.
[DD] If you are performing two roles for a given case, then on the My Cases dashboard it counts the case twice. It wouldn't be that often, but sometimes people do perform more than one role.Shailesh(rev:19467).
[DD, DGG] The source_contact_id field is EMPTY (no displayed value, no dojo widget) in the new / edit Activity form for users who do NOT have administer CiviCRM permission. The correct behaviors for Case Activities and Core Activities are:
- Case_Form_Activity - ALL users should see the dojo widget and be able to modify the "Reported By" value regardless of whether they have "administer CiviCRM" permission or not.
- Activity_Form_Activity - We can keep the "rule" the non-admin users can not modify the "Added By" (source_contact_id) value. However, the contact name (value) should be displayed (read-only) for this field (for non-admin users). Currently the field is empty.
Shailesh(rev-19501).
[DD] In the schedule follow-up section on activities, the drop down list shows the name not the label, e.g. Survey client satisfaction Referral to specialist instead of Survey client satisfaction (Specialist referral)Shailesh(rev-19502).
[DGG] Each time we insert a create / edit entry in civicrm_log for a Case Activity, we are also inserting an extraneous record for the case (with NULL data). This isn't critical, but it's unneeded overhead and clutter in the log files (as far as I can see):
Shailesh(rev-19503).
[DD] Create a new activity such as follow-up. Choose to send a copy and also include an attachment. The email gets sent but there's no attachment.Shailesh(rev-19537).
[DD] Latest revision seems to have broken case-related activities for doing pretty much anything related to them, including creating a new case:
warning: array_unique() [function.array-unique]: The argument should be an array in CRM/Activity/BAO/Activity.php on line 267.
Update: [DD] Looks like I just happened to see this in between fixes. It's fixed now.
[DD] In the send copy section on activities, the name column has a different format than everywhere else. It has first name last name whereas all the other similar boxes have last name, first name. Fixed DGG r19686
[DD] Email activities don't indicate anywhere to whom they were sent. Fixed DGG r19686
[DGG] "Assigned To" value is missing from Activity View screen and "Send a Copy" email output. Fixed DGG r19686
[DD] Create an activity like follow-up. Then go back in and edit it and send a copy. There doesn't seem to be any record that you sent the copy or to whom. A revision is created, but I don't see a civicrm_log entry or anywhere regarding the email. We need to record an activity record in the case when a copy is sent.(dgg) Issue filed: CRM-4086[Shailesh:fixed19762]
[DD] When SSL is used on a site the ajax calls for Add New Role on the manage case screen are too slow, and the window reload happens before the relationship is created, so there's no errors, but nothing happens.
I already had it on the phase 2 list to improve that reload just for asthetic reasons. On our installation I've added a hokey pause in there (CaseView.tpl) which I haven't committed to svn but temporarily fixes it for us. Depending on time I'll take a look at improving before phase 2.
Fixed by Kurund CRM-4121
[DD] Subject field should be required when user is adding or editing an activity in a case via the activity form.
Change committed as r19915 (DGG).
Won't Fix
[DD] When the watchdog module is enabled, some really long url's trigger an error if you happen to log out while on that page. I think it's more of a drupal bug though, since the watchdog module should probably truncate before inserting. Just listing here in case somebody else comes across it.
[DD] Calendar control has a couple issues:
In Firefox, it works except the time component is ignored. And note on a new activity form the hourField and ampmField point to non-existent fields. As a general comment the way the time-component selector (doesn't) make it easier to enter the time part is iffy anyway.
In IE, it works on the new activity form the same way as in Firefox, but elsewhere through civicase/crm it doesn't work at all, not even an error. Just nothing when you click the icon.
Update: It works with the default settings under date input format. So a workaround is not to change the settings. Date control is scheduled to be replaced with another at some point.
[DD] I understand why it happens, but it might be confusing to have activities with status "Not Required" or "Completed" show up under "Upcoming Activities". And similarly the Not Required ones maybe shouldn't show up under Manage Case, although they sink to the bottom so it's probably ok. After discussion with Claire, we decided that it's ok for all activities to show in the dashboard and find case drill-downs (current behavior). dgg
[DD] The system lets you create a new case for a contact while an existing one is still open. [AC] It's conceivable that this might be ok in certain types of cases. It's never ok in return-to-work cases, because a person cannot be absent from work for more than one primary reason simultaneously (i.e. RTW cases have a maxinstances =1). But maybe there should be a warning of some type?
[DD] There's a couple of things in Firefox 2 that either don't work or are annoying, like the first time you click on a form element it jumps to the top of the page. It all works in Firefox 3.
[LA] Auto-complete drop-downs (changing case status) not keyboard accessible in Chrome. Won't fix 2nd tier browser issues in dojo widgets since we're switching to jQuery in next phase. dgg
[LA] Auto-complete drop-down (changing case status) load time really long and javascript error and the end in IE 8 Beta 2 (HTML parsing error - unable to modify the parent container element before the child element is closed). Won't fix IE8 issues for now. dgg
[DD] If you are performing two roles for a given case, then in the Send Copy section of activities only one of your roles is listed. This isn't a functional problem obviously, since there's no reason to select you twice in that section, so I think this is a "won't fix" item. We changed our minds.
