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Phase 1 To-do List

Open Issues

Deepak

Kurund

Dave

D D

Completed Issues

  • Split civicase_sample_data.mysql into two files - config tasks and sample data - and re-organize Case/xml/configuration to allow us to distribute multiple config sets.
  • More debugging info about where the "Internet Explorer cannot open the internet site" error is coming from.
  • Make Dashboard case row columns match Find Cases (activity type and date in same column). Also add "edit" links for the upcoming and most recent activities from the case row if easy to do.
  • Send Copy of Activity - cleanup layout (ActivityMessage.tpl) and include Client Name in subject and body.
  • 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)
  • Case Activities grid - when displaying a "deleted" activity, replace "Delete" action link with "Restore" action link. This updates is_deleted flag to false. Please implement this for CaseDetails (drilldown from Find Cases / Dashboard) as well - or delegate that to someone.
  • New Activity / Follow-up Activity select can be regular HTML select field since the option set is small (eliminate jquery widget)
  • Add a link for "New Case for New Client" to Shortcuts block IF CiviCase component enabled
  • Case Roles - Need a way to remove the person from the role (relationship). Add a Delete icon (red X) next to the Edit icon, which calls
    "delete relationship" function. User is returned to the Manage Case screen after relationship is deleted.
  • View Case - Activities grid:
    • Can we disable the 'click row to select' feature in flexi-grid? We don't use the "selected" property for anything and it's confusing.
    • As of latest updates, column sort is no longer working. We need this to work.
    • Show / hide columns flexigrid feature also appears to be broken - but we don't need this feature. Is there a way to "turn it off" in the params for the flexigrid instance?
    • Add CSS classes to activity rows for jquery activities grid by status + due date: Scheduled = "status-pending" ; Scheduled/overdue (due date > today)= "status-overdue" ; Completed = "status-completed". NOTE: This is working for Case Details grid (dashboard and find cases), but not yet implemented for Activities (jquery) grid under Manage Case.
    • I'd like the default sort for this to be: "ORDER BY due_date_time DESC, status_id ASC" - so that the completed activities drop below scheduled activities w/ the same timestamp. I've modified CRM_Case_BAO_Case::getCaseActivity - which I think is where sort order is determined (see around line 701) - but the selector grid is ignoring this. I tested the snippet output and the sort order there looks correct. ??? ( Fixed to sort by status )
  • Case Roles (relationship) editing (in Case View page):-
    • Would like to prevent reload of entire page after saving. Jscript alert is also clunky. Case Roles div should be expanded after update.
  • CiviCase Dashboard
    • add Edit and Delete actions to activities drill-down grid rows
    • filter out is_current_revision !=1 and is_deleted = 1 from grid rows
    • don't show grid header row when no cases for that selector - just status box.
      • For Cases With Upcoming Activities selector: "There are no cases with activities scheduled in the next two weeks. Use Find Cases to expand your search." (and make Find Cases a link)
      • For Cases With Recently Performed Activities selector: "There are no cases with activities completed in the past two weeks. Use Find Cases to expand your search." (and make Find Cases a link)
  • Create some sample cases
  • Add component field to Activity Type edit and selector (Administer >> Activity Types)
  • View Activity - include custom fields and check for any other missing elements.
  • Open Case form changes
    • Open Case postProcess:
      • Items from the Open Case form - subject, duration, medium_id and details - are being written to ALL the activities created during postProcess. Should only be written to the Open Case activity record.
      • is_auto flag should be 0 for the Open Case activity (it's currently set to 1). It is correctly set to 1 for the additional activities created from the timeline.
    • Subject and details are saved to Open Case activity record (not to case record)
    • Move those fields down to bottom of form (below custom fields) and put case type last
    • Include Duration + Medium fields
    • Phone fields: Add location and phone type selectors. Primary Phone location and phone type should pickup site defaults (set to "Work" and "Voicemail" in CiviCase sample data). Provide option to record an Additional phone number.
  • Filter out prior revisions and "deleted" activities from activities grid (view case) and dashboard drill-down listing - deepak
  • New / Edit Activity form layout / behavior changes - dgg
    • New activity status = "Not Required"
    • Do not default Subject = activity type for new activities
    • Medium: default option s/b phone (this is based on setting that option value to be the default for the encounter_medium group)
    • Move Status and Duration to below Details on the activity form
    • Put "Location" field back into Activity form
  • View Case page changes - dgg
    • Remove Case Subject from page - not used
  • Add activity "Subject" to activities selector / grid
  • When displaying activities for a case (View Case -> Activities pane) - kurund:
    • Hide activity search form in default view
    • Default the activity search to FROM = minus 14 days, TO = plus 14 days
  • Show user a status message after activity is saved and open Activities pane
  • Special Activities flow - Activity types which have special class files need to trigger them when selected from view case >> New Activity drop-down - deepak
  • New Case - Flow for creating case AND contact at same time is broken (civicrm/contact/view/case?reset=1&action=add&atype=13) - Fatal error "Could not find valid value for cid" - deepak
  • New Case - set timestamp for all auto-created activities to current time (currently time is set to 00:00:00) - lobo
  • Case Report Bugs - lobo:
    • Output is dumping activities for ALL cases rather than the 1 selected case (e.g. I get Presenting Problem activity instances for all 3 of my cases in the .xml file)
    • Subject and Status fields are missing and there's an extraneous empty field in each Activity section.
  • View Case >> Activities : Filter out non-CiviCase "categories" in "Categories" drop-down (e.g. Contribution, Email...) - lobo
  • Add Activity Category to XML report output - lobo
  • View Case >> Activities : Fix links for Edit and Delete links in the activity grid - kurund
  • CiviCase Dashboard (all cases shown for now) - michal
  • New Case - the "Open Case" activity which is created should have status = Completed (currently it creates with status = Scheduled) - lobo
  • New / Edit Activity form - deepak
    • Preprocess - check if activity type in XML has max_instances property. If so, check count of existing activities in the case of that type. If max_instances GTE existing count, get the max(ID) of existing activities of that type. Then push user back to View Case screen with status message: "You can not add more activities of $activity_type to this case. Do you want to edit the existing activity?" Make 'edit the existing activity' a link to edit the max(id) activity.
    • Actual Date (activity_date): if NULL, default to now() in both add and update modes
    • Duration: make it a text-area, input directly in minutes
  • Open Case with "create contact" - if duplicate contact detected, give status and choice to create new contact for this case or assign case to existing contact record. - deepak
  • Case Report
    • Integrate report code into framework (styling) - dd
    • Implement "incomplete vs all" filter - dd
    • Implement redaction mode for output - dd
    • Date and Case type/Category sorting - dd
  • Sample data based on activity types spreadsheet - dd
    • "Created" value missing (display name from civicrm_log.modified_id) These two appear to be a consequence of the current sample data.
    • Custom fields missing
  • Detect and provide access to prior revisions of an activity from View Activity page - CRM-3774 - deepak (assign to India team)
  • Implement merge of case + case-activities in dedupe functionality - CRM-3778
  • Allow users to "Add a Timeline" to a case CRM-3779
  • View Activity - var cid is clobbered after viewing activity in jquery dialog once. Second attempt gives fatal error because cid is blank in URL. - Deepak
  • Option to schedule a follow-up activity, and provide access to parent activity from View Activity page - CRM-3777 - deepak
  • Edit Activity (in a case) BUG - When editing an existing activity of a type which has "caseAction" - e.g. "Open Case" - you get both the standard activity form and the caseAction form mixed together. - deepak
  • setContext() function is buggy. Done button on CaseView does'nt always work. If you go to Edit an activity in the case, click Cancel - and then Done from CaseView - it just stays on CaseView. Also "Save" or "Cancel" from adding or editing an activity in a case should ALWAYS go to Manage Case (CaseView) page. Currently the behavior is random. - deepak
  • The "minutes" value activity_date_time and due_date_time for all activities created in CRM/Case/XMLProcessor/Process.php must be a factor of 15 (otherwise the form default minutes select is unset). Fixes needed around line 302-314. Also, the activity_date_time and due_date_time timestamp for the 'Open Case' activity should be set to current time (factor of 15). - sunil
  • The jQuery activityView dialog (with revision viewing) isn't quite working from CaseDetails (the 2nd level grid retrieved by Dashboard and FindCases). On first click, you get empty dialog. 2nd click gives full dialog - but List Revisions doesn't work. Probably some function missing from that tpl or ?? - shailesh
  • Record activity for a case via email - CRM-3827- shailesh
  • CiviCase Dashboard
    • implement My Cases vs All Cases toggle in dashboard (all_case = false or true) - not sure if this is completed ?? - sunil
  • Move to trash (new 'delete' handling) - CRM-3768- shailesh
  • Manage case screen: Make case ID visible on the page somewhere.
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