Kabissa status

Open issues

Spec 01

(by tobias - 08/28/2007)

• two emails? one for org verification and another for admin user verification?

  Manish - I think this is duplicate of the issue from closed issue.
  Check the closed issue section. Check Spec 01 => by deepak, tobias 08/29/2007 and 08/30/2007 (issue in green color)

  (by tobias - 09/12/2007)

• Step 1: provided wrong information and now info is not clearing when I click "cancel"..

(by tobias - 10/03/07)

• Clicking link in account details email gives error message below:
  warning: Missing argument 3 for user_pass_reset() in /var/www/vhosts/
  sandbox.kabissa.org/httpdocs/modules/user/user.module on line 1084.
  This is after completing the signup form.

  Manish - Can not reproduce
  Can you please try to reproduce it at http://kabissa.devel.civicrm.org/

Spec 02

(by deepak, tobias 08/29/2007 and 08/30/2007)

• (deepak) -E-mail (annual ping, backend)- (deepak)

  (tobias reply) How do I test this?

  (deepak reply) You will have to run a batch script, which will send the mails. Need to myself analyze the steps, before telling it to you.

  (tobias reply) OK

Tasks for Kabissa

Spec 01

(by tobias - 08/28/2007)
(tobias todo)* not "Kabissa Support" but "Kabissa Member Relations" and the email address for signups is community@kabissa.org (tobias)

• confirmation page is home page - there should be a special landing page for new members (tobias)
• member signup confirmation email - currently has same template for new org and for new admin user. the one for the admin user should be different and provide more details, including login details? (tobias)
• member approved email template (tobias)
• member rejected email template (tobias)
• member more info needed email template (tobias)
• modernbill: member database pre-migration tweaking: correct countries so they are consistent (tobias)

Closed issues

Spec 01

(by tobias - 08/08/2007)

• budget info should not be required (manish)
• is it possible to hide/show the additional addresses? these do not need to be visible since they are not required. The first one should be required though (manish)
• obviously the pulldown address types (work, home etc should not say home) (manish)
• country field missing from step 2 (manish)
• registration numbers are not required (manish)
• mission statement and description fields need to be bigger text boxes (manish)

(by tobias - 08/09/2007)

• I apologize, but the size of the form I requested for mission statement and description is too wide - I think 400 chars would do (manish)
• size of org should be a "pick one" field not a pick all that apply (manish)

(by tobias - 08/28/2007)

• latitude/longitude still showing? this should be hidden methinks (manish)
• when I typed in Uganda, the country did not autocomplete - is it supposed to? is it now possible to put in a country that is not already in a pre-configured list? (manish)
• third page of signup form has strange error behavior - it indicates that username and email are required, but still appears to submit the form (manish)
• i did not automatically get an email with username/password for logging in and verifying my drupal account. this is correct behavior I think sinnce we don't want people logging in until their membership is approved
• i was able to request my password via drupal - that worked
• approval does not send the username and password details?
• will the approval/reject/more info status changing pull up a form to let you edit the email before sending?
• rejection status did not save correctly in the activities log
• i was able to add a second contact and set that as admin and/or tech contact. the email address can be the same - is this going to be a problem given drupal usernames are email addresses?

(by tobias - 08-29-2007)

• on step 1: website url should be optional (kiran)

  (manish reply) URL from step2 gets value from step 1 - URL field. URL field on step 2 can not be edited (frozen). that is why URL field is required on step 1. Let me know your views on it.** re URL: this is actually fairly major issue, since orgs do not necessarily have websites already when they come to sign up as Kabissa members. I see two options: 1) have the URL set in step 2 if a website exists, or 2) set the URL automatically to be the member profile URL if it is not entered in step 1? (e.g. http://www.kabissa.org/members/cleenif cleen is the short name for the org and if this is set up this way in spec 3) - this second option would be my preference. Seems circular but works if org profile is to be referred to and printed out etc.

  (manish reply) we have done the changes as per the second option, please review it and let us know

• on step 2: only mission statement and description seems to be required. really everything on this page is required except for the following: location 2, fax number, registration numbers, keywords, where are beneficiaries (rural/urban).

  (manish reply) The fields have been made required as per the Kabissa Revised Spec 1 - Member Signup, Please review it and let me know if any more / less fields should be required** the current functionality works well for me - thanks for fixing it.

• on step 2: change name from "sign up" to "organization data" (manish)
• on step 3: title/role within org is required (kiran)

(by deepak, tobias 08/29/2007 and 08/30/2007)

• deepak - Sign-up forms done

  (tobias reply) - Remove middle name field from step 3 (manish)

* -deepak - Account creation for adminstrator, Email is sent to both administrator and organization for confirmation-

-(tobias reply) -

• • • • • 1. how does this work in practice? it seems to me the emails should be different, and there should be an indication after step 2 that an email has been sent... or the org email should be cc'ed to the admin
          2. how is kabissa notified? does community@kabissa.org get a bcc also of all emails sent through this signup process?

-(deepak reply) -
Email is sent only after, the save button is clicked on the step-3
Total three mails are sent

• • • • • 1. First mail to the organization email-ID (provided in step1), with subject as "Confirm your application".
          2. Second to the administrator email-ID (provided in step3), with subject as "Confirm your application".
          3. Third email is again sent to administrator email-ID, with subject as "Account details for administrator@email-ID at Drupal".

First and Second mails are cc and bcc to "kasbissa's specified cc-address and bcc-address", which for now is set to "manish@webaccess.co.in" for testing purpose. This can be changed in "CRM/Kabissa/Config.php".
As you indicated, status message doesn't clearly reveal this information ( which is actually true ), we'll modify it to be a bit more explanatory.
Hope this clarifies everything. Let me know if iam not clear at any point.

-(tobias reply) -
This makes sense, I think - it's complicated! Thanks for your efforts to think through this.
I look forward to exploring the email templates - and hope I can add tokens, for example in the subject line

• -(tobias) it is confusing to be able to add an org if the admin email used is already in the system-

  (deepak reply) If the admin is already in the system, he'll login and signup another membership for a new organization. After which first and second mail (as specified above) would be sent, but not the third one since the account for the admin already exists.
  OR if signup is done without having logged in, a proper status message need to be displayed that "since admin account already exists, no mail with account information has been sent". Which we'll try to do.

  (tobias reply) Yes - this makes good sense to me. I understand the logic, I just think we need to communicate it better.

• (tobias) bug: it is possible to move on to step 3 and then cancel after that - which I think means the email has been sent to the org address already. also, is the org already recorded in the system, orphaned?

  (deepak reply) Yes. It is possible to cancel the process on step 3. Since entire processing (about organization, mail ..etc) is done, after the "save" button is clicked on step 3.

• -(deepak) Review Applications with mail sending, confirming the change in status.-

  (tobias reply)
  is it possible to edit this email before actually sending it? adding a step to the procedure to personalize it/say what info is missing?
  another thought: is it possible to provide a link for the person to log into drupal, view the pending organization and then add the required information and save it?

  (deepak reply) No, at present it is not possible to edit the email before sending it. You will have to manually go and edit the template - file. No interface is provided.

  (tobias reply) OK - I accept this

• -(deepak) Deletion of application when reviewed-

  (tobias reply)

  • • • • • 1. you mean when it is rejected?
            2. also: I deleted some users and orgs in civicrm - including myself - this did not delete the drupal user! I was still able to log in as myself and find my organization on the list. this seems quirky.

  (deepak reply)
  I mean, if a fake organization has appeared or has been created (as per spec - 1), staff member may would like to delete the application on the spot .
  We have not handled deletion yet. It would be complete by the end of this week.

  (tobias reply) OK

• (by tobias 09/07/2007)
  when reviewing a new member application, please add the email address of the admin person to the info shown. currently just shows first name, last name, title, admin yes/no and tech yes/no. (manish)

(by tobias - 09/12/2007)

• Step 2: Registration is not required, but is it possible to set it so that if the number is provided, the authority is required?
• Please verify that activities are logged! I just tried requesting more information, and the request was not logged.

(by tobias - 09/12/2007)

• Step 1: if the organization exists already, the workflow is odd - it shouldn't just offer an email link to send Kabissa a message. Is it possible to have it show a list of orgs that match that name, with their status and signup date, and possibly with link to the profile page?
• Step 3: I am now concerned about the fact that multiple users can have the same email address, when it is being used as the username as well. Correct me if I'm wrong, but it seems more sensible to ask people for a username on step 3 and to use that for the username. What do you think of that idea? What happens when they change their email address? Does their username change? I am not clear on how this actually works and have not seen a setting in drupal to require users to log in using their email address - esp on our system now where there is a mixture of usernames that look like email addresses and others that do not (member1, member2 etc). What happens if the contact email for the organization (step 1) is the same or is the email address used when somebody signs up in the future? Does it get matched up in some way?
• (I noticed also the organization page provides a "bio" field which makes no sense)
• Step 2: It seems to be necessary to wait a bit when typing in a country name or state - this might pose a usability problem. Is this because I have turned on all countries to be displayed here that it takes so long?
• Step 3: Lobo will have told you this, but there is a backtrack error upon submitting form on step 3. He apparently fixed it on our site but not yet on yours.
• If a user is already logged in, it should be possible for the user to set up a new organization using the same signup form as for anon, but for the contact details for the admin to be filled in with the user's details on step 3. This now seems to be a separate process from the "locker". If the user is logged in there should be a warning message on step 1 that they are about to set up an organization that they are the admin of.
• when I provided correct info plus a URL, then went back to start over on the form to try without the URL - the URL from the first time is still saved.
• Once an org has been approved, there is no easy way to edit the org from the reviewer pages. Can you add a link to the contact page for the orgnazation?

Spec 02

Spec 03

(by deepak, tobias 08/29/2007 and 08/30/2007)

• (deepak) Member Search based on keywords, region ..etc (deepak)
• (deepak) Search-result sorting done (deepak)

Spec 09

Spec 10

(by deepak, tobias 08/29/2007 and 08/30/2007)

• (deepak) Add a new related Contact ( via administrator ) (deepak)

  (tobias reply)
  I was able to do this - neat! But I noticed two things:
  1) the contacts I added are not drupal users - but when I sign up as a drupal user with the email address of the contadt I am able to access the org locker

  (deepak reply)
  The flow we are trying to keep, when a new contact is added, is:

  • • • • • • • • • • • • drupal account is created, if the contact doesn't already exist.
                        • mail is sent if the account is created for the first time.
                        • when the contact logs in and goes to my-locker, he/she can see the organization in the list, where he need to approve the relationship, before going further.

  (tobias reply) This makes sense, though it seems to me that if someone is added to the org then he needs to be notified of this, and given a link in the email to go log in and approve the relationship.

• (deepak) no record added to the activity log

  • • • • • • • • (tobias reply) Will you make sure that a record is added to the activity log?

• (deepak) Sending Email to newly added contact with the account details

  • • • • • • • • (tobias reply) so far I have not received email notification to the person indicating s/he has been added to the organization
                • (deepak reply) You are right, no mail is getting sent. Need to fix this. Thanks
                • (tobias reply) OK

(by deepak, tobias 08/29/2007 and 08/30/2007)

• (deepak) Email is sent to administrator with account details (only if new account)

  (tobias reply) - confirm your application email has strange formatting in subject line and reply-to line (line breaks show up in apple mail) [mail is sent using php function,no control over it]

   

  (deepak reply) - Can you forward this mail to me. I have no idea about this* (deepak) -Yes. It is possible to provide a link for the person to log into drupal, view the pending organization and then add the required information and save it.-

  (tobias reply)
  Great - this I think will help a great deal.
  Also: when I log in and there is no approved organization, it does not show up in the list of "my organizations" - a better behavior I think would be to list the organization name, the status and member signup date.

  (- You can use the link: http://kabissa.devel.civicrm.org/civicrm/profile?reset=1&gid=1&force=1&kabissa_status_id=1(replace kabissa.devel.civicrm.org with your sandbox url ), in the email templates for a person to log into drupal, view the pending organization and then add the required information.- Organizations not listed under "My Organizations" are shown under "Organization(s) Need Approval" along with signup date. And once the member activates the relationship, the organization gets listed under "My Organizations".--deepak)

Spec 03

(by deepak, tobias 08/29/2007 and 08/30/2007)

• (deepak) (need to be done) Need to make search results, appear in human readable form
• (deepak) (need to be done) Limit the profile search to organizations only (and not individuals)

(by tobias - 09/12/2007)

• I now have a web designer intern - would it be helpful or possible at this stage to provide you with mockups of the member browsing, searching and profiles pages? Or are you almost done already with these pages?

(-- deepak:
Yes, we are done. But you could also provide us the mockups, so that we can analyze and let you know if thats possible or not and how much time would it take .. etc.

--tobias: Mark, our designer, is currently working on the theme for our new website - when he is through with that he will provide mockups for spec 3. Probably later on this week. I will be at a conference in Rome from Saturday through October 1st, so let's try to do as much as we can this week and then pick up from where we leave off after Oct 1st.  )

Spec 10

(by tobias - 9/12/07)

• The Kabissa Locker should not, it seems to me, have a module named "locker".  Rather, I had envisioned the following (see specs page 2 in the detail): ** when logging in, user goes directly to his/her organization's profile page - or to a page containing a list of orgs with links to their profile pages and things they can do
  • on the org profile page, the logged in admin user sees options to add/remove people, add content (blog etc), update profile, cancel membership
  • the user menu that currently has "add content" and "my account" etc would also have "my organizations" on it - linking to the list of orgs and options for updating it, cancelling membersihp etc (if they are admins!)

(-- deepak:
- I have changed the name from "my locker" to "My Organizations" for members. And "Apps Summary" for staff-members. We can't change it to profile since we already use this name for an individual's profile. - You can change the names in "kabissa/modules/kabissa.module" file.  - To know, how things would look like, use the account "member 1 : member1"

(deepak) (need to be done) "Parking Lot" section of the spec not handled yet. Need more clarification (Lobo, let's discuss this process)

(tobias reply) you mean this page? http://wiki.civicrm.org/confluence/display/CRM/Kabissa+Ideas+Parking+lot

(deepak reply) I mean "Parking lot" section in http://wiki.civicrm.org/confluence/display/CRM/Kabissa+Revised+Spec+2+-+Update+Profile

(tobias reply) Ah - great, thanks. The reason that these are in the parking lot is that they are lower priority. Let's consider these when we know the other things are all done.