Front Line - New project - initial issue batch

TABLE OF CONTENTS

Estimated Hours

1. We estimate the total number of hours to be between 250. This is a rough ballpark number. We will bill HRD at the same rate as the prior consulting arrangement
2. Issue numbers are being added as we file them. Also changing the hours to actual hours worked on the issue.
3. Numbers are in bold at the end.

TODO

1. Assisted migration to new version (2.1) - 100
2. Rename Added By to From
3. WB: i need to test: ACL (i need help), importing emails (need help), 'When case subject has space on beginning/end than it is considered as invalid when submitting activity assigned to it' (cannot test it as the case subejct field does not appear in the activity)
4. Something wrong with the euro sign. in civicrm/admin/setting/localization in 'Default Currency' i selected EUR and symbol is garbage. (MM: needs more investigation)
5. i went to my contact, to relationships, clicked on 'new relationship', selected 'employee of', and in 'Find Target Contact' selected 'Tibetan Centre for Human Rights and Democracy', pressed 'search' and got the result 'Too many matching results. Please narrow your search by entering a more complete target contact name'. but the Tibetan Centre was selected by ajax field. there is no way of creating the relationship at the moment. (MM: being discussed)
6. ACL to exclude some people from seeing some contacts 10, CRM-3296 MM: instruction needed
7. The way of putting emails to database: 1. address where one can BCC email and they will be put as action related to From, To, CC; 2. a cron job checking small disk where users will be able to save emails, those emails will be put to database the same as from email address in point 1. 40
   WB: do not know how to check this - i need help!
8. Exporting mail labels to PDF does not work: blank page produced occasionally, saves on the disk as index.php if there is a content the organisation names are missing from the labels (REMARK: should be already available in 2.1)
   WB: labels do not have: name of person and organisation name
9. Click on Event: http://hrd.dev.civicrm.org/civicrm/event?reset=1 in Participants column you see things like this: : 0 Proposed/Invited/Confirmed/Received registration form/Cannot come/Arrived in hotel/Registered/Attended/No-show/Cancelled/Pending: 13 FIXED
   WB: the multi-labels still appear like above
10. Error when deleting organisation from dbase: rev:15956.
    WB: CID 6328 error persist!
    

    see below CiviCRM unrecoverable error Sorry. A non-recoverable error has occurred. Database Error Code: Cannot delete or update a parent row: a foreign key constraint fails (`crmsandbox/civicrm_case_activity`, CONSTRAINT `FK_civicrm_case_activity_case_id` FOREIGN KEY (`case_id`) REFERENCES `civicrm_case` (`id`)), 1451 confirmed staging, cid=6328: Sorry. A non-recoverable error has occurred. Database Error Code: Cannot delete or update a parent row: a foreign key constraint fails (`crmstaging/civicrm_case_activity`, CONSTRAINT `FK_civicrm_case_activity_case_id` FOREIGN KEY (`case_id`) REFERENCES `civicrm_case` (`id`)), 1451

    WB: try deleting CID 6328, errors:
    

    Sorry. A non-recoverable error has occurred. DB Error: constraint violation Database Error Code: Cannot delete or update a parent row: a foreign key constraint fails (`civicrm_hrd_dev/civicrm_grant`, CONSTRAINT `FK_civicrm_grant_contact_id` FOREIGN KEY (`contact_id`) REFERENCES `civicrm_contact` (`id`)), 1451 Error Details: Array ( callback => Array ( 0 => CRM_Core_Error 1 => handle ) code => -3 message => DB Error: constraint violation mode => 16 debug_info => DELETE FROM civicrm_contact WHERE ( civicrm_contact.id = 6328 ) a foreign key constraint fails (`civicrm_hrd_dev/civicrm_grant`, CONSTRAINT `FK_civicrm_grant_contact_id` FOREIGN KEY (`contact_id`) REFERENCES `civicrm_contact` (`id`)) type => DB_Error user_info => DELETE FROM civicrm_contact WHERE ( civicrm_contact.id = 6328 ) a foreign key constraint fails (`civicrm_hrd_dev/civicrm_grant`, CONSTRAINT `FK_civicrm_grant_contact_id` FOREIGN KEY (`contact_id`) REFERENCES `civicrm_contact` (`id`)) to_string => [db_error: message="DB Error: constraint violation" code=-3 mode=callback callback=CRM_Core_Error::handle prefix="" info="DELETE FROM civicrm_contact WHERE ( civicrm_contact.id = 6328 ) a foreign key constraint fails (`civicrm_hrd_dev/civicrm_grant`, CONSTRAINT `FK_civicrm_grant_contact_id` FOREIGN KEY (`contact_id`) REFERENCES `civicrm_contact` (`id`))"] ) backTrace /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Core/Error.php, backtrace, 138 , handle, /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/PEAR.php, call_user_func, 912 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB.php, PEAR_Error, 966 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/PEAR.php, DB_Error, 574 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/common.php, raiseError, 1903 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/mysql.php, raiseError, 898 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/mysql.php, mysqlRaiseError, 327 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/common.php, simpleQuery, 1216 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/DataObject.php, query, 2390 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/DB/DataObject.php, _query, 1407 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Contact/BAO/Contact.php, delete, 546 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Contact/Form/Task/Delete.php, deleteContact, 110 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Core/Form.php, postProcess, 246 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Core/QuickForm/Action/Done.php, mainProcess, 79 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/HTML/QuickForm/Controller.php, perform, 203 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/packages/HTML/QuickForm/Page.php, handle, 103 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Core/Controller.php, handle, 232 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Utils/Wrapper.php, run, 114 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/CRM/Core/Invoke.php, run, 169 /var/www/hrd.dev.civicrm.org/public/sites/all/modules/civicrm/drupal/civicrm.module, invoke, 314 , civicrm_invoke, /var/www/hrd.dev.civicrm.org/public/includes/menu.inc, call_user_func_array, 346 /var/www/hrd.dev.civicrm.org/public/index.php, menu_execute_active_handler, 18

DONE

1. when adding the case there is no 'sub type of the case' and 'violation type'
2. wrong order of tabs in the contact
3. while exporting contacts, primary fields error happen: Database Error Code: Unknown column 'civicrm_address.name' in 'field list'
4. there are no "Case Activity Type", Communication", "Violation Type" while adding new activity
5. "Monetary Locale" in civicrm/admin/setting/localization has just USA. should have more, like IE?
6. we have to change "Added By", "With Contact", "Assigned To" to "From", "Regarding", "To" in Activities
7. fields are missing in 'activities' section of the 'advanced search' among others 'Violation type'
8. i do not remember what we agreed on having: "Visas and passport section", "Travel and Accommodation", "FL Card & Registration Form", "Attendee Notes"
9. go to my contact (CID=3) to 'notes', click 'edit' of any 2 notes i have at the moment. you can see that encoding in the textarea box is messed up - there are garbage characters instead of polish characters. (-http://issues.civicrm.org/jira/browse/CRM-3650-)
10. "find contacts" has fields way to far to the right. (MM: custom template)
11. in one of the installation there was a constraint that 'tags' is a required field - it would be useful for us to have this.
12. In Latest Transactions, information about new contributions and new events attendees do not have contact name, In Latest Transactions, info about grants has just word 'link' in title column (should be Grant type) (http://issues.civicrm.org/jira/browse/CRM-3656)
13. there is no "Case Subject" field on Activity adding/editing screen (http://issues.civicrm.org/jira/browse/CRM-3653)
14. i added new case to my contact with 3 names (see it 'testing the DB') if you go to edit of this case, first 'Add to' turns to number the is his CID). (http://issues.civicrm.org/jira/browse/CRM-3654)
15. than if you go and record a new activity for this case 'With Contact', if you do not fill all required fields and submit you are presented with the page to fill it up and error message but this page has first 'With Contact' as a number and not ajax field, 'Assigned To' is no longer an ajax field. (http://issues.civicrm.org/jira/browse/CRM-3655)
16. if you go to my contact (CID=3) and to 'grants' you can see that the grants table is to wide to right and all the links are hidden. so you have to scroll the page to the bottom, scroll the this iframe to the right and than scroll the page to the top and click on the link. very annoying when you have lots of info... is there anything that would be done so there is no internal scrollbars in the page? (MM: custom template) http://issues.civicrm.org/jira/browse/CRM-3657
17. scrollbar inside the page when viewing the contact (MM: custom template - extend tab window to 1800) http://issues.civicrm.org/jira/browse/CRM-3657
18. also why should we have 'search' on far right in 'advanced search' where it is harder to find it? please put it on the left side! (MM: custom template) http://issues.civicrm.org/jira/browse/CRM-3657
19. from 'CiviCRM Home' when you click on case in 'Latest Transactions' you get: "Sorry. A non-recoverable error has occurred. is not of the type Positive" (i clicked on "Ahmad Yusif Al Ubaidi faces potential death sentence") http://localhost:8080/db-test/civicrm/contact/view?reset=1&cid=&selectedChild=case) (MM: Cannot reproduce) WB: clicking on any case gives this error for me.
20. In the grants tab list view in a contact: we don't need to see amount requested in original currency but we do need grant report received or not instead". We will add grant report/recd to selector. 10, CRM-3283
    WB: ok
21. In contact tab 'Events' we do not need 'Fee level' but would be very interested in seen 'Event type'. This will be done as a customized template for HRD. 10, CRM-3309
    WB: ok
22. In contact tab 'Events' there is no way of going to the even information page - Event title should be linked to event information page 5, CRM-3282 WB: ok. WB: on the event information page why not to include a link to the page showing the other participants? would be very natural way to see who else participated.
23. When exporting the individuals to CSV organisation names are missing 0, CRM-2968
    WB: ok. "Current Employer" has a name in CSV exported. "Organization Name" is empty, but this is ok.
24. At the moment the front page of database (CiviCRM Home) is not used very well. we would like to have recent data added or changed listed there (especially interesting for us are cases and actions but also new people added, events, grants, contributions, etc...). We will take this opportunity to make the dashboard user customizable and extensible. 10, CRM-3294, CRM-3296
    WB: it looks like a work in progress - see comments in section D
25. Ability to attach files to the group emails sent the database. there is no facility for attachments 15, CRM-3187, CRM-3339
    WB: ok
26. Add 'Violation type' in Advanced search in section 'Case activity' ? 5 (REMARK: case activity has been integrated /w activity search)
    WB: ok
27. Have a way of searching for people that have 'Do not phone', 'Do not email', 'Do not mail', 'Do not trade' checked 0, CRM-3275
    WB: ok
28. Alternative spellings of the name: Check: can we use any existing field (would it be searched). We will use nick_name for this, and we'll allow users the option to search on nick 5, CRM-3276
    WB: ok
29. Possibility for searching for gender of the contact (already in 2.1) 0, CRM-2772
    WB: ok
    To be verified during migration or fixes already available in 2.1, estimated hours: 15
30. Make 'current_employer' an Ajax dynamic selector while adding new individual contact, to avoid potential problems with duplicate organisations being added through this mechanism.
    WB: ok
31. Add and edit events accessible to not only for administrators
32. When selecting group of people and adding to event it is impossible to "Include past event(s) in this select list". clicking on it does not bring the past events on the list of possible choices.
    WB: ok
33. Click on CiviEvent (/civicrm/event page) than 'Browse more events' gives access denied for not admin users.
    WB: ok
34. People are using 'Other activity'. they would like to have attachments there. at the moment you can submit other activity and it does not have attachment. when you save it and return to it it has attachments. (REMARK: needs more details, WB: details of which part of this item?)
    WB: ok
35. Advanced search does not remember event name when searched and than go to exporting to csv. (REMARK: might be fixed in 2.1 already)
    WB: ok
36. Export to CSV with participants of 'Dublin platform' with custom data choice produce list with the duplicated entries
    WB: ok, i cannot reproduce this error.
37. Very slow performance when showing 'Activities' list for given contact. and quite slow when showing 'Cases' list. (REMARK: should be fixed thanks to activities schema changes)
    WB: ok
38. Searching on activities dates produces no results - try searching for activities from last year.
    WB: ok
39. Date and Time in Activity and when registering new event the 'end date' - minutes are not set when you use the calendar and press today. CRM-2052
    WB: ok
40. registering new event as volunteer throws and error Element 'uploadFile' does not exist in HTML_QuickForm::getElement() CANNOT REPRO
    WB: ok
41. -Possibility of attaching activity to multiple 'Regarding' and 'To' fields 20, CRM-3014
    WB: maybe, in Activity fields 'Added By' (rename to 'From'), Regarding and To does not show well.-
42. -Attaching cases to multiple contacts 10 CRM-3342
    WB: ok. but when you edit case like this 'Add To' does not show well.-
43. When case subject has space on beginning/end than it is considered as invalid when submitting activity assigned to it WB: cannot check this as the case subject field is not visible in Activity

WONTFIX

1. from 'CiviCRM Home' when you click on any activity in 'Latest Transactions' you endup in the list of the activities of given person - should go to specific activity. (MM: links from latest list can redirect you contact records only for now - might be fixed in new versions)
2. i changed /civicrm/admin/setting/date to what we have in production version of db and than date in 'New Event Registration' does not set the hour to now.
3. It seems that the case subject has to be unique across all of the contacts. It as agreed that the case subject will be unique only for given 'Related to' contact. at the moment it is possible to create two cases with the same subject for two different people and than it is impossible to edit them as civicrm reports duplicate case subjects. (WB: isn't it a bug?) 10, CRM-3289
   WB: looks like case has to be unique across all the contacts
4. When adding new event in Start and End Date all values unset except minutes. Probably should all be unset or all set to now for example
   WB: ok. *but see WB Comments below about minutes not set for 'end date'.

Should wait for next CiviCRM releases (2.2 and beyond)

1. URGENT: Error: When importing contacts, using "Update". CVS fields that are included and empty does not make a database field become empty. (WB: IMPORTANT it is really making our work hard)
   WB: Import does not work.
   When i export as Primary fields and than try to import, following fields where not assigned or misassigned: No Bulk Mail, Display Name, Nick Name as Internal Contact ID, Legal Name, Image URL as Home URL, Preferred Communication Method as Internal Concat ID, Greeting Type, Sic Code as Internal Contact ID, Unique ID (OpenID) as Internal Contact ID, Supplemental Address 1 and 2 as Street Address, Postal Code Suffix as Postal Code, Geo Code 2 as Geo Code 1, Address Name as Street Address, On Hold (no option!), Use for Bulk Mail as Do Not Mail (no option to choose), Individual Prefix, Individual Suffix, location_type as Address Name , im_provider as IM Screen Name , Phone Type as Phone (phone type not selected where the phone specified! and import deletes the phone type)
2. Custom fields 'Visa and passport selection', 'Travel and Accommodation', 'FL Card and Registration Form', 'Attendee notes', 'Speaker notes', should just display for Event type 'Dublin Platform' and they display for any event type. This is a major feature add (and not a buggy setup as we first thought. Filed an issue for this in 2.2: CRM-3337
   WB: they still appear regardless which event we choose
3. It would be very handy if individual could inherit postal address form the organisation it is related to as employee CRM-3338
   WB: i do not see any option to make it happen
4. 'Search' on 'Find contacts' is to far on the right and some times it is not accessible on some screens. (REMARK: current changes to 2.1 might fix this)
   WB: ok
5. Numbers in the contact tabs showing are there any entries there (like 'Grants 3' would mean that there are 3 grants, 'Activities 120', 'Cases 24', etc.); (REMARK: there are efficiency considerations)
   WB: perhaps in next version
6. Introducing the way of listing the cases and activities and not only the people related to those cases and activities as a result of search (advance search).
   (REMARK: unless custom search can be implemented)
   WB: how can we do it?
7. Clicking on "Browse more events" gives a page with different columns. First it is: Event, ID, Type, Public, Participants, Date(s); and than: Event, City, County, Public, Starts, Ends, Active; also in first version it is not possible to order by clicking on different collumns (and it would be nice to have this option) and in the second it is possible. i think collumns that we would like to have are: Event, Type, Participants, Country, City, Date(s) - and it is important that they are active - you can order by any of them. (REMARK: This is a feature for now, can be customised)
8. In contacts search results if you select some contacts and go to next page, select more contacts there and than do export contacts it only exports for the contacts on the current page of the search results
9. When sending an email from the database, the email only goes to the first email address of the contact ( even if they have a second and third address). would it be an option to be able to send to more than one email address?
   WB: still the same.