 | Tracking page for identifying and resolving bugs and interface issues for Phase 1 release. |
Kabissa todos noted by Tobias
- for kabissa: add "check all that apply" to appropriate sign up questions.
- On "add related people" describe admin contact and technical contact, and add help text
Question: should we ask civicrm to turn off the additional info tab for right now? seems confusing for this first round, esp with the way the tabs work (you have to click through all the pages one at a time even if all you want to do is add an award - maybe we should do this differently after all, ie. using a new drupal content type) DONE- Request for further info needs to ask for update via reply email or by logging in and updating the profile directly.
I'd like to get all our members imported into this so that we can see how it actually will work with 1100 member organizations in it.OBVIOUS PROBLEM- update text for people with no relationship to any org: currently says - "kabissa dashboard - You do not have active relationships to any Member Organizations at this time. If you think you've gotten this message in error, please feel free to contact us at community@kabissa.org. You can also apply for Membership here."
Liz: when you change status to "rejected" it sends a "need more information" email out.WILL FIX- Mark: Signup step 1: What format should keywords be added? I assume they should be separated by a comma. An example would be good.
- Mark: When entering "user name" in administrative contact info form, it would be good to clarify what the username is for.
Mark: I added a picture and it was not resized at all. It's huge and takes up more than the entire screen! [is it possible to install another profile feature/module that resizes the pic?]UISING DRUPAL USER FOR THIS THOUGH IT IS NOT LINKED TO CIVICRM PROFILESOn Account settings page: Change field name from "Experience" to "Bio" or "About me"USING DRUPAL FOR THIS THOUGH NOT LINKED PROPERLY FORM CIVICRM PROFILES- Template for person invited to be related to an organization - needs to explain in more detail that person needs to log in, click on "my organizations" and activate relationship.
- Clicking on any link to view a person's profile should take them to their drupal user page, e.g.
Issues from Tobias
Open Issues/Questions
- Error displayed on user profile pages (e.g. http://www.kb2.org/user/tobias) after recent upgrade:
- Fatal error: Call to a member function template_exists() on a non-object in /home/.truffaut/kb2/kb2.org/sites/all/modules/civicrm/CRM/Profile/Page/Dynamic.php on line 155
- Is there no easy solution to customize the way fields are displayed in the org detailed view pages? Here is an example page taken pretty much as far as we can take it: http://www.kb2.org/civicrm/profile/view?reset=1&id=10&gid=3
Here's the list of issues:
- Description = not available in civicrm backend
- Keywords = displays one big link for all keywords
- Size of the organization = displays a number instead of the expected link text
- Organizational Focus = displays a list of numbers instead of expected link text
- Geographic Scope = displays a list of numbers instead of expected link text
- TE: we are having issues migrating data into kabissa_details - in particular fields like region_id are not being imported correctly. See images below from phpmyadmin - the first is from your sample data, the second from our script. When browsing the member dirctory with our data, civicrm then gives an error message: "^A3^A is not of the type Integer". Can you explain how you populate these fields? We looked at the sample data, the database schema, and still could not figure it out. Generally this is taking my volunteer programmer too long to do and it looks like the launch of our site will have to be delayed again until December.
 -
 *- (dgg) Your script needs to insert a single Ctrl+A character as a delimiter. It appears that currently your script is actually inserting TWO characters - a caret (^) and an A. In PHP - Ctrl+A is expressed as \001 If you are doing this via SQL inserts, then you need to put the Ctrl+A character directly in the SQL statement. You can find an example of a SQL statement which does this in civicrm/sql/civicrm_upgradedb_v1.7_v1.8_41.mysql on line 525.
(@domain_id,NULL,1,1,'123456789','1234','1 ....
- TE: sorry to be thickheaded, but I don't see how to do this. how do I put the CTRL-A character in an SQL statement in a PHP script? Here's an example of how we've done this in our script - we used ^A because that's what we saw you were using - now I can see when I open that file you mention that it's one character, but I don't see how to make those in a php script - would I just replace ^A with \001 ?$region = array(
"Africa" => "^A1^A2^A3^A4^A5^A6^A",
"Central Africa" => "^A4^A",
"Eastern Africa" => "^A3^A",
"North Africa" => "^A1^A",
"Southern Africa" => "^A5^A",
"Western Africa" => "^A2^A"
);
- (DGG) - You can express the Ctrl+A character in a PHP script as follows: \001
Resolved Issues
- Turning on "Administrate Users" for the Kabissa Members role causes "Search users" and "Users" menus to appear on the navigation menu. Clicking on these menu items take you to places that members have no business being - listing all members by username, and deleting them or blocking/unblocking them. You mentioned before that this was unavoidable - but this is a major security problem even if we are able to hide the option from the menu.
- replicated on your sandbox: login as member user, then go to http://kabissa.devel.civicrm.org/admin/user/user
- (dgg/lobo) The only solution we can offer for this is for us to hack a Drupal file/function. The change is only one line - and we can store the modified version in the Kabissa/CiviCRM repository. However, you would be responsible for maintaining/migrating this hack when you upgrade Drupal going forward. Let us know if you agree to this approach. If so, we'll implement and test on our side - you'll need to upgrade to Drupal 5.3 before deploying (so we're all on the same latest version). Also, a disclaimer ... we're pretty comfortable there won't be other side-effects to this - but since it's not in our codebase - there's a small chance of unanticipated side-effects.
- TE: ok - let's go with this. I've upgraded to Drupal 5.3.
- How to create functioning URL aliases for civicrm links? I want to completely hide references to civicrm from all URLs - how do I do this? When I try to create a url alias for the signup form, I get the number "2" on the page and nothing else. how to fix the civicrm error pages so they display more meaningful errors than just 2?
- (dgg/lobo) We don't know how to do this in Drupal. You can probably setup a redirect in your webserver - but you'll still have civicrm in the URL after the redirect.
- TE: I'm confused about this and mildly panicked: URL Aliases are a fairly essential feature of Drupal, and Civicrm is a drupal module. Please explain. Why can't I hide civicrm like I can other weird drupal paths like "node" etc? For other URLs I can do this easily using the Druapl URL Alias on the admin menu - to create a URL alias for eg node/100 to be about-kabissa.html or whatever. This is also how you replace existing functionality which I need to do - so I was planning on using URL aliases to send people that want to register to the CiviCRM signup form. It seems to work ok as long as the URL does not use questionmarks etc as unfortunately most civicrm URLs do. Is there a "search engine friendly" setting in civicrm that I have missed that turns these questionmarks into slashes etc?
- (dgg/lobo) With regard to error messages - can you replicate the steps on our sandbox. We don't know why you're seeing the "2".
- TE: RESOLVED this was a drupal error related to me not having set up a page to send 403 (access denied) errors to. This is now working.
- Where/how do we set the admin and tech role for each contact?
- There are potentially 4 custom fields for each relationship between an individual contact and "their" member organization contact. The Admin and Tech Contact "roles" are 2 of these. There are also the "Allow others to contact me" field, and the "Experience" field. The data for these is stored in civicrm_custom_value. It would be good to review the CiviCRM ERD to get more acquainted.
- Assuming you have some contacts in your DB with these values already populated, you can see examples of how they are stored using this query:
SELECT * FROM civicrm_custom_value where entity_table = 'civicrm_relationship' AND entity_id = 8 ORDER BY custom_field_id;
- Your insert query for each relationship custom field will look like this. This example would set Admin Contact = TRUE (custom field id = 1), for an Individual contact with contact ID = 55. Note that your script will need to query for the relationship ID first, then do the insert.
SELECT * FROM civicrm_relationship WHERE relationship_type_id = 4 AND contact_id_a = 55;
INSERT INTO civicrm_custom_value
(custom_field_id, entity_table, entity_id, int_data)
VALUES
(1, 'civicrm_relationship', 72, 1);
- (Tobias/Lobo) I get a blank screen by doing the following:
1) browse to member profiles directory at: http://sandbox.kabissa.org/civicrm/profile?gid=3
2) click on "people" next to a name - blank screen results.
- This was resolved in core code by Lobo and is NOT related to permissioning on different profiles.
- (Receive below trackback error. Added related person, kabissa5kim. Logged in as kabissa5kim, go to my account, click "contact information". I saw there were no details in there but name. I typed in email address, city, country, experience and submit form - get error message.
- (Dgg/Lobo) - I recreated this. Lobo will look at it later today.
- (Dgg/Lobo) Also getting what I think is a related error when Editing a Related Contact. Log in as demo/demo. Go to: http://kabissa.devel.civicrm.org/civicrm/kabissa/member/addcontact?reset=1&action=edit&oid=8&cid=12 and click Save.
Fatal Error: INSERT INTO civicrm_location (entity_table , entity_id , location_type_id , is_primary ) VALUES ('civicrm_contact' , 12 , 1 , 1 ) [nativecode=1062 ** Duplicate entry 'civicrm_contact-12-1' for key 2]
- two emails if admin/org emails the same - is a weird issue/problem. i'd like to push back on this one.
- (Dgg) This has been fixed.
- not possible for kabissa team to activate relationship between a person and an org? or if so, where can I do it? can you add an "activate relationship" link to this view: http://kabissa.devel.civicrm.org/civicrm/kabissa/member/contacts?action=view&oid=84
- (Dgg) I added "Activate Rel" for inactive relationship rows - for Kabissa Staff role. I checked into adding "Deactivate" here as well for active relationship rows - but the code wasn't structured to accomodate this w/o more major work.
- possible for person not set as tech contact to turn on tech contact status - please disable this feature unless they are already a tech contact
- (Dgg) These business rules were never specified and are still not clear. In order to keep things relatively simple, I've blocked edit access to both the "Admin Contact" and "Tech Contact" fields for anyone who isn't either Kabissa Staff OR the Admin Contact for the related organization.
- Mark: I don't quite understand "Location 2" on page 2 of the sign-up form that lists information entered in page 1.
- (Dgg) Location 2 is an expandable fieldset for putting in a 2nd address etc. I moved the read-only Org Email and Website fields down to the Organization Data fieldset where they belong
- Mark: When adding another member to my organization, the password for the added person was the same as the username and not the random set of letters that was the password for the first account.
- (Dgg/Lobo) Fixed and tested as of Thurs afternoon. All passwords are now random.
- Liz: can't edit profiles when logged in as a staff member. for example, when i selected "edit profile" from the righthand choices (when logged in as a staff member), it opened up the profile in edit mode (good). when i clicked "save and continue" after step 1, it wouldn't let me move on. instead, error messages popped up, warning me that i would be assigned as teh administrative contact and there was a matching organization in the system. same thing happened when i opened the pending profile, and then clicked "edit profile" from within the profile.
- (Dgg/Lobo) Fixed and tested as of Thurs afternoon.
- Mark: When updating Personal Information for my profile, I received error messages.
- (Dgg/Lobo) Fixed and tested as of Thurs afternoon
- When adding a user, landing page is "my account" without a confirmation alert.
- This was caused by Drupal permissions problem. The Kabissa Member role must have "administer users" permission so that they can create a Drupal user during the "Add Person" sequence. (dgg)
- When adding a user that has the same emaila ddress as someone else in the system (not associated with this org) this is the error message: - should be like below: "A matching contact was found. Did you mean Innocent Chukwuma (emailofinnocent@foo.com)? If so, click here to invite this person to be added to your organization's profile. If not, please re-enter the email address."
- This was also caused by Drupal permissions problem. The Kabissa Member role must have "administer users" permission so that they can create a Drupal user during the "Add Person" sequence. I did add the name of the matched contact to the "match" message. (dgg)
- When adding/editing a person related to my organization, it seems to me the only fields I should be able to change are: tech contact, admin contact, role. I am apparently able to change the person's name, email address and contact preferences too (these three latter options should belong in drupal and editable only by the user, no? meanwhile, the user can't change the contact preferences in the my account settings).
- Modified rules so that person's name and email can not be edited in Update mode on this form. Also provided link for invited user to be able to edit the relationship fields prior to accepting the invite (i.e. Activating the relationship). Confirmed that Deactivations are cc'd to Kabissa.
- member directory: you did warn me, but this really is very rudimentary.. can we talk about ways to improve it, even as a basic civicrm view? It needs to be at least possible to search/browse orgs by name etc. Is there an alphabetical directory type view, with pagination by name? Is it possible to use a filtering system so you can view a list of all orgs, then narrow/widen search by filtering by org focus, region etc?
- Filtered lists can be linked to by passing search criteria into the profile listings page. I've added a few examples to the sandbox front page.
EXAMPLE: Link for show all North African members: civicrm/profile?reset=1&gid=3&force=1&kabissa_region_id=1
- search contacts: click on "view member profile" and you see a strange 3-step view of the profile, mirroring the signup form. Assuming this is for Kabissa staff, it should just display the same very detailed contact view as if you click on the org name, with tabs across the top e.g. "summary, activities, etc"
change "View Member PRofile to member details - link to profile 1
- (Tobias/Lobo)
Reviewing rejected app: if it's already rejected, it's not possible to change status anymore. Please change it so that it's still possible to change this in case the rejection was a mistake. Fixed so we can allow the status to change to any other state irrespective of the current state, I dont think it will cause too many issue. This is a big change
- (Dgg/lobo)
Delete Application - From Review App form (app/view) doesn't do anything (the organization and it's relationships are not delete).
- (Lobo/Tobias) Signup Wizard in UPDATE mode - eliminate step 3 (Awards/Budget form - ProfileUpdate.php) and step 4 (read-only Admin Contact info) in update mode. They may want to put ProfileUpdate form back in later - so just comment it out (in State Machine ?).
- (Tobias/Lobo) Adding a person (related contact) bug: I tried adding Liz Trautman, but used an email address I previously used for Innocent Chukwuma, and got this error message: "One or more matching contacts were found. You can edit it here: Innocent Chukwuma." Yikes - does this mean that you could edit a person that is affiliated with another organization? Seems problematic to me - is it possible to instead say something like "A matching contact was found. Did you mean Innocent Chukwuma (emailofinnocent@foo.com)? If so, click here to invite this person to be added to your organization's profile. If not, please re-enter the email address."
- Member Details: City is clickable (to see listing of other organizations in the same city)
- member details: does not include a list of people (names clickable to view their profiles)
- Added link on Member Details page to view related people (DGG)
- on signup when already registered: changed text from "for this new organizations." to "for this new organization." Could it also be changed from "If you continue, you will be automatically assigned as the Administative Contact" to "If you continue, you (name, useremail@bar.com) will be automatically assigned as the Administative Contact"
- Typo fixed. Won't add user name to message (low priority, non-trivial fix).
- Sending an email to a contact: can we add a footer to all emails indicating where the email came from (ie. via Kabissa) and with a disclaimer and email for reporting complaints.
- I've added the following footer: "This email was sent via a Contact form at http://www.kabissa.org. Please report any issues to community@kabissa.org." You can modify if needed - at line 144 in CRM/Kabissa/Form/ContactApplicant.php.
- Fixed (also in Reject and New App confirm mails) dgg.
"request for more info" e-mail includes a summary of application details - right now, it's taking the full organization name and putting it into the "short name" field - just in the e-mail itself.
- Open bug see below.
reviewing rejected app: clicking "delete app" does nothing.
- reviewing new app: change help text from "Click link above to use Contact Organization form." to "Click link above to email this organization through CiviCRM" (does it email to the org email or to the admin user for the org? is the email recorded/logged?). Also get rid of mailto links on email addresses on this page.
- Text is changed, mailto links removed. (DGG).
- Record is logged to Activity History of recipient when Contact this Org and Contact this Person form is used to send email. (DGG)
- new user login: why do I as a new, unapproved user get to change status from "Active" to "blocked"? Seems like an admin feature not a user feature. (Drupal settings ?).
- Someone gave the "authenticated" role the "administer Users" permission on the sandbox for some strange reason. I've fixed this (Administer >> User Management >> Access Control).
- on the menu, instead of "register new member" have "register new organization" - or later we should remove this link and just encourage people to use the "join now" links in othe rplaces on the site. Generally need to be very clear about specifying orgs instead of members.
- After discussion with Tobias, determined we should remove this link from menu.
- my profile: why is this a separate option and not a part of "my account" as with other drupal sites with civicrm? It would make more sense to have only "my account" on the menu and then a tab to edit the contact details. Photo etc should be handled by drupal, don't you think?
- Set Profile 2 to be integrated with My Account. Removed "My Profile" from kabissa.module menu block.
- Signing up as a new, nonlogged in user: signup step 2 - when typing in state, the "
type first two letters here" text doesn't disappear when you start typing. instructions for fixing this are on the setup instructions (link on kabissa specs)
- signup page 2: jumps to phone number from country when pressing tab, skips over province. then clicking on province does not erase the text in the field.
- Modified country.tpl on Kabissa sandbox. Tabbing behavior is configurable in Safari. - DGG
- can't search by organization name at all.
- Added Organization Name as a searchable field to both the "Member Directory" profile (used by anonymous browsers and "Kabissa Members"), as well as the "Applications" profile used by "Kabissa Staff". Kabissa can further refine (add or remove) the fields included both Search forms by editing the Profiles' fields after deployment. - DGG
- Reviewing new app: what is the "notice" field (Which is now empty)?
- This will show Notice Level (blank for new apps, set to "Active - No Notice" on approval of application.
Won't Fix
- new, unapproved user still able to see the "active/blocked" option. is it not possible to turn this off?
- (Dgg/Lobo) We don't know of any way to fix this. Kabissa Members must be granted the 'administer users' permission in order to be able to create new users as part of the "Add Person" functionality. This permission causes the Active/Blocked field to show up there.
- person logging in after being added by an org admin contact does not know immediately that s/he needs to click on my organizations and "Activate relationship".
- (Dgg) These steps are covered in the Invite Email. You could highlight it more in that text as you go through and update these email templates. Otherwise, I can't think of an easy/obvious way to highlight this for a person who logs in. For a subsequent phase you could get potentially add some API checking to a separate module of the state of the logging in person's relationships - and if inactive ones are found put up a status message using Drupal.
- Mark: In general, it seems as if the breadcrumb nav isn't very helpful. When viewing a member profile page, for instance, the breadcrumb only reads: "Home › CiviCRM"
- (Dgg) Agreed, but non-trivial to fix. My suggestion would be to eliminate bread-crumb from the theme you implement for anonymous and Kabissa Member roles - and add some persistent static navigation "aids" to the theme.
- Maybe I'm making this up, but I thought that people should be able to "Join" other organizations or connect to other organizations. I don't see a way to do this on the member profile pages or within the personal profile pages.
- (Dgg) Pretty sure this is not in the specifications. And it's non-trivial as I assume the organization's admin contact would want to approve / moderate this. Currently, since they are the ones adding people, the workflow is: Admin adds person, person then "activates" relationship if they want to. We'd need another workflow where the admin contacts would review/approve requests to join.
- [move straight to "do not implement in this phase" section if too hard - but this is quite a cool idea. maybe later we'll implement organic groups for each organization] Mark: One immediately helpful thing that doesn't seem to hard to implement would be an "e-mail/contact all members" for administrators of organizations
- Mark: Receiving 3 welcome e-mails. I used mark@kabissa.org for both e-mail addresses needed and received 3 e-mails, the password one and two identical "welcome, we're reviewing your application."
- The spec is to send welcome to Org email and Admin email. We don't check if they are the same.
- Liz: -it's weird to me that the organizational email receives a copy of the email acknowledging receipt of application (i.e. "thank you for your recent application...") but not a copy of a request for more info or the approval message.
- (Dgg) This is how the spec is written - and we don't have time/budget to make non-spec changes now. See Change Status to Active bullets on this spec: [ Kabissa Revised Spec 1 - Member Signup]
- overall: remove the "Powered by CiviCRM" footer from all pages.
- Placement of this can be modified when design/styling is done. However we don't think it should not be removed given licensing terms.
- detailed contact view: is it possible to display a link to the Kabissa Profile below the name just like the website, e.g.:
- *- Per discussion w/ Tobias - we only store EITHER the groups actual website URL or our "alias" to their Member Details page.
- signup success message is "Congratulations! You have successfully submitted your application for Kabissa membership. Our team will be contacting you shortly, or click here to contact us if you have any questions." this is great, but should not be a mailto link but rather a contact form link.
- A "Contact Kabissa" form was not in the spec and is not implemented. Tobias said they will modify this link after deployment to point to a contact form they have implemented elsewhere.
Can't Replicate
- signing up as a logged in user:
- in safari, after step three, instead of being taken to a landing page, got this error message multiple times: "Safari can't open the page "http://kabissa.devel.civicrm.org/civicrm/kabissa/signup". The error was: "lost network connection" (NSURLErrorDomain:-1005) Please choose Report Bug to Apple from the Safari menu, note the error number, and describe what you did before you saw this message." (from Liz - I did not experience this)
- in firefox, after step three, instead of being taken to a landing page, i just got a blank tab ere http://kabissa.devel.civicrm.org/civicrm/kabissa/signup (from Liz - I Did not experience this)
- when i logged in as admin after that, the applications had not been submitted
- *- Cannot replicate. We've submitted numbers of apps as logged in user in both browsers. (Does this happen everytime or with certain sequence of steps or data values?
- (Dgg/Lobo) The duplicate row listing issue is showing up again. Go to Member Directory as anon user, search all. You'll see two rows for Arab Program... (contact id = 11). I think this is happening because I entered two phone numbers during the signup sequence AND it looks like the code wrote BOTH as is_primary to the DB. (I suspect this true do the both phone #'s showing up as bold here: http://kabissa.devel.civicrm.org/civicrm/contact/view?reset=1&cid=11 ) I tried entering two phone numbers in the signup form and could not get both as primary, can u please try to get an application in this state Couldn't replicate as of today's codebase (DGG)
Open Tasks - CiviCRM Team
Include the person entering the task, and the assignee for each issue. Move issues to the Resolved section when completed and committed to repository and updated to sandbox.
Spec 1
Spec 3
Spec 2
Spec 10
Tasks On Hold
Spec 2
- (Dgg/Lobo) Workflow for Backend Ping portion of this spec: Automated and/or user-driven solution to sending notices and updating notification statuses.
Spec 3
- Configure ACL permissioning to prevent Kabissa Members and Anonymous visitors from viewing members using the "staff" profile (gid=1).
- (Dgg/Lobo) Need to figure out breadcrumbs. Currently anonymous users and "members" get several layers of links in the breadcrumbs that are all "access denied" or fatal error. Examples:
Spec 10
- (Tobias) When deactivating relationship - if you are the last to deactivate your relationship shouldn't the org also be deactivated or (with an "are you sure" confirmation) be deleted?
Resolved Tasks and Issues
Spec 1
- (Dgg/Lobo)
Seems like Last Update date is again not being set on signup (org insert). The profile was pointing to a wrong field. I see valid dates in locker
- (Dgg/Lobo)
No location type is assigned to individual contact's email address when contact is created using info in signup-step 3. Looks like we should assign type = Main, since that is default and the Individual Contact editing profile (gid 2) is set to expose the primary email address.
- (Dgg/Dgg) Linking to Contact This Organization feature
- Add this link to profile/view for profiles 1 and 3. Implement by creating custom version of the templates for these 2 profiles. These tpl's should go into quest/kabissa svn repos - and get linked to the custom template path on kabissa.devel (/home/drupal/public_html/drupal/files/kabissa/civicrm/custom/)
- Remove link from Member Profile (view) page
- (Dgg/Lobo) BUG: As of r197 (Friday evening PDT) I can no longer complete a signup application. If I'm doing it as anonymous, I get a white screen on submit of step 3. If I'm doing it as an authenticated user, I get fatal error: "is not of the type Integer" when submitting step 2. I made some changes earlier adding parent::preProcess to Form/Signup/Signup.php and Contact.php because I wanted them to inherit the title and thought that was the right way to do it. However, after seeing these problems I undid those - but the problems persist
. Deepak/lobo not reproduce for both member1 and anon
- (Dgg/Lobo) BUG: Country field is not populated when you go back to step 2 from step 3. (altho when you re-enter it, it is saved to DB)-
Re-tested rev196 and still doesn't work (dgg) [- deepak, rev <= 156]\
- (Dgg/Deepak) The buttons were still reversed today (Friday) from what they should be. I re-ordered the array in SignupBase so Previous is to left of Next - which seems to have fixed it. Buttons for signup wizard should be the same as our other wizards:
<< Previous Next >> Cancel [-- deepak, rev <= 144]
- (Dgg/Dgg) Remove Jscript auto-fill from Website field as Tobias expects most orgs will NOT have a site - and we will auto-create. Leaving only 'http://' in the field causes an error when they don't complete it.
- (Dgg/Lobo) The relationship created between an Individual and an Organization is automatically set ACTIVE when a person submits an application for an Org (they are automatically the "Admin contact"). However, when the admin contact adds ANOTHER contact - the relationship is INACTIVE until that person logs in and ACTIVATES it.
- (Dgg/Lobo) URL Alias for profile/view - Currently we are using the Short Name value to construct an alias URL to that organizations profile/view page and saving that as home_url for the organization. However, the value being saved is not correct (and I'm not sure if the alias works either). The value currently saved (for example, if ITITOGO is the short name) is *-
http://www.kabissa.org/members/ITITOGO*-.
- (Dgg/Lobo) Newly created users are assigned to 'Kabissa Member' role. This applies to "new org signup" as well as when a related contact is added (and a user is created for that new contact).
- (Dgg/Lobo) When a contact is modified such that they are no longer "related" to any organizations - we must REMOVE the "Kabissa Member" role from their user account. This can occur because the related organization is deleted OR their relationship is disabled from the kabissa locker. NOTE: if a relationship is disabled / deleted from the civicrm screen, we don't do the above since we don't have hook support as yet
- (Dgg/Lobo) Remove CiviCRM from breadcrumb in kabissa/signup path.
- (Dgg/Dgg) If a logged in user is creating a new application, they get the following message on step 1: "If you continue, you will be automatically assigned as the Administative Contact for this new organizations. If you want to have a different Administrative Contact assigned, then <a href=\"{$config->userFrameworkBaseURL}logout\">logout</a> before filling in a new application."
- (Dgg/Dgg) Setup "Home" page node on sandbox and make it the default page for the site.
- (Dgg/Dgg) Current title for Signup Form Step 1 is "Membership Overview". Is this correct? Seems like it should be something like "Basic Information" or "Your Organization" [dgg, rev <= 149]
- TE: Yes- it should be "Basic Information". But my understanding is that this text will be easy enough for us to change.
- DGG: Signup "wizard" step titles are changed in the php code. I've changed this one.
- (Dgg/Deepak) Need to set "Title" for these forms (currently uses default "CiviCRM" - s/b something like "Kabissa Membership Signup") [-- deepak]
- (Dgg/Deepak) Step 3 - Change button text from "Save" to "Submit Application" on this step. Change label from "Drupal Login - User Name" to "Username" (they won't know what drupal is ) [--deepak, rev <= 144]
- (Dgg/Deepak) Fix status message on successful app submit. "<p><strong>Congratulations! You have successfully submitted your application for Kabissa membership. Our Member Relations team will be contacting you shortly or <a href="mailto;community@kabissa.org" >click here</a> to contact us if you have any questions.<p><strong>" [--deepak, rev <= 144]
- The four form fields on Step 1 are not spec'd in detail on the wiki. Should they all be required (including Acronym / Short Name)?
- TE: Name, email and acronym are required. The URL is not required (because we don't want orgs to necessarily have websites - and want to encourage them to use their profile page as a mini website). If the URL is provided, it is used as the web address - if it is not, the profile page URL itself is displayed. See step 2 - this is apparent. However, I noticed a bug: the text needs to be converted to lowercase for URLs.
- DG: Field requirements are correct now. We can store the short name as entered and convert to lowercase when exposing as URL (which is not a priority 1 feature per my conversation with lobo today).
- (Dgg/Dgg) Currently the Acronym field only allows alphnumeric characters WITHOUT spaces. This seems too limiting. Should there be any particular restrictions on values for this field (including MAX length)?
- TE: this is because it is used in URLs. Should be between 3 and 10 characters long methinks.
- DG: Form rules fixed (min 3, max 10) [dgg, rev <= 149]
- On Step 2: The two Location blocks need some clarifying fieldset labels and descriptive text to explain how they are intended to be used. I think you want a "physical address", and then secondarily a "mailing address if different" - but I'm not sure. Can u clarify what you're looking for? Also, it may not make sense to collect phone numbers for both location blocks - unless you're actually expecting something like "Headquarters-Kenya" and "U.S. Office".
- TE: I think this is actually ok - though you are right that it may need clarifying. Some orgs may want to include phone numbers for both, and use the two addresses for different purposes than physical/mailing... but we've learned that orgs need flexibility.
- DGG: Ok, so no change for now.
- Submitting Step 3: Currently if the user submits the application with an Email Address and Drupal Username that match an existing account - we don't accept the data, but tell them they must login to submit the application. At this point, they've filled in 3 forms and there's no way to preserve the info. Is there a good reason why we shouldn't "accept" the application and link it to the existing user/contact? It will of course still need approval. In any case we'll add text on the first step - displayed to anonymous browsers only - telling them to login first if they have already submitted an application/have an account.
- TE: I didn't know this. I think we should accept the application as you suggest. Also, if the user is logged in already I think the details should be prefilled.
- DGG: Will make the change to "accept" the app. Contact details are prefilled properly if app is submitted by a logged in user.
- Administrative Contacts are automatically linked to "their" organizations using a Relationship. Currently, the relationship type used for this is "Employer / Employee of". My understanding is that this is sometimes/often not an accurate description of the actual relationship. Although this is not exposed to members - I'd prefer we use an "appropriate" semantic here especially since you may also be using Employer/Employee for other contacts in your DB. I'd suggest we insert a new relationship type of "Member Contact" or "Organization Contact" (or something you propose that accurately describes the relationship).
- TE: OK - I would accept this change - call them "contact for this organization" or some such. Hopefully this can also be changed later.
- DGG: Discussed w/ lobo and evidently everyone had agreed the employer/employee relationship was appropriate. Leave this unchanged for now.
- (Dgg/Deepak) Cancel button needs Jscript confirm. "Are you sure you want to cancel this application. All your data will be lost." [-- deepak, rev <= 151]
- (Dgg/Deepak) Signup forms should return to site (drupal) home page ($config->userFrameworkBaseURL} on Cancel action. Currently goes to first page of signup wizard (civicrm/kabissa/signup?reset=1&action=add) [-- deepak, rev <= 151]
- (Dgg/Deepak) For anonymous user, signup forms should return to site (drupal) home page ($config->userFrameworkBaseURL} after successful submit action. Currently goes to first page of signup wizard (civicrm/kabissa/signup?reset=1&action=add). NOTE: If I add a member as a logged in user, it redirects to locker after submit - which is correct. [-- deepak, rev <= 151]
- (Dgg/Deepak) Include contact address edit preferences - excluding Suppl Addr2 and Lat/Long - in kabissa_data.mysql (civicrm_preferences table).
- (Dgg/Deepak) Review App - Move all three action buttons to bottom of "Org Details" fieldset (below the field which specifies the Change Status action). Delete s/b aligned right - not near the Update and Cancel buttons. [-- deepak, rev <= 151]
- (Dgg/Deepak) Review App - BUG: Add Javascript confirm to Delete App button. "Are you sure you want to delete this application. This action can not be undone." [-- deepak, rev <= 151]
- (Dgg/Deepak) Review App - Related Contacts Table - Replace First and Last Name columns with single "Name" column - data is sort_name. Sort name is linked to Contact Info profile for each row. Rows are missing a table cell on the right side. [-- deepak, rev <= 151]
- (Dgg/Deepak) BUG: Review App form - Should redirect back to Apps Listings after update, delete app or cancel actions. I think we can do this by setting userContext = civicrm/profile?gid=1&force=1 (search criteria will be in the session). Currently redirects to Home page. [-- deepak, rev <= 151]
- We currently store "Title Within the Organization" in the individual contact Job Title field. This may be a problem if they are "related" to multiple organizations as there is only a single value for this field. I'm assuming that a person submitting apps for multiple orgs will NOT generally have the same title in each org.
- TE: You are right. This is a valid point and needs to be fixed.
- DGG: Task entered to move this field to Relationship level.
- (Dgg/Deepak) BUG: If two phones are entered, both should be "shown" when revisiting step 2 (set showHide properly). Same for second location block. [-- deepak, rev <= 156]
- (Dgg/Deepak) BUG: Fix formRule() logic for step 3 submit. If we find a matching Drupal user with EITHER the same Username OR the same Email Address, this is an error. Set $fieldType = to "Username" or "Email Address" and give this message: "An account already exists on this site with the $fieldType you've entered. If you already have an account, please <a href=".../user/login" >login now</a>, and then click <strong>Register New Member</strong>. Otherwise, select a different $fieldType." [-- deepak, rev <= 156]
- If BOTH Username and Email matches existing user - then create the Organization and link them to the existing user's contact record. (In this case we do NOT create the user or the contact record.) [-- deepak, rev <= 156]
- (Dgg/Deepak) Activity History record fixes:
- Modify activity_type for signup confirmation email activity from: "Kabissa Signup Confirmation" to "Signup Confirmation Email". [-- deepak, rev <= 156]
- Create activity history records for any status change action (currently not done) - e.g Application Approved, Application Pending, Application Rejected. Include display name of logged in contact (the person who is updating the status) in the activity_summary. ("Application rejected by Tobias Eigen." ) [-- deepak, rev <= 156]
- (Dgg/Deepak) Title within Organization - This field is currently being stored in the Individual's Job Title field. However, the title is specific to the relationship to a given org, and hence it needs to be stored in a new custom data field extending the Employer relationship (field label=Title Within the Organization, html type=text).
- Add new custom field to kabissa_data
- Modify form and page code which handles this field to use the new custom field [-- deepak, rev <= 157]
- (Dgg/Deepak) Cancel button should NOT have Jscript confirm when VIEWING a profile (kabissa/signup?reset=1&action=view&oid=5). [-- deepak, rev <= 199]
- (Dgg/Deepak) Auto-populate and assign new "roles" by updating sql/kabissa_drupal.mysql
- Insert roles for 'Kabissa Member' and 'Kabissa Staff'
- Assign "sample" member users to 'Kabissa Member' role
- Insert "demo" user and assign to 'Kabissa Staff' role [-- deepak, rev <= 199]
- (Dgg/Deepak) Last Updated and Signup Date fields should be set to today() when a new Organization is created (app is submitted). Currently Signup Date shows as '0' in locker, and Last Updated shows up as 00/00/00 in Member Directory (profile listing). [-- deepak, rev <= 202]
Spec 2
- (Dgg/lobo)
Edit Member Profile/Review App - (kabissa/signup and app/view) - Set details.last_updated_admin_date to today if status_id is updated OR any of the profile forms are submitted in update mode AND the user's role is Kabissa Staff.
- (Dgg/Lobo)
In built-in CiviCRM basic search (linked from Staff menu as "Search Contacts) - "sample" organizations are listed w/ additional row actions (View Member Profile / Edit Member Profile). However, when I signup a new organization - those actions aren't exposed on that row. What's the criteria (and we probably need to fix it so it's assigned at signup)?
- (Dgg/Deepak)
Advanced Search-Kabissa Section - Identifying/pinging inactive members requires the following Kabissa fields to be added to the Advanced Search Kabissa section: Last Updated Date, Last Updated Admin Date. Put these above "Notice".*- Deepak: Done. But aligned the date fields above status field to avoid making the code look dirty.
- (Dgg/Dgg) App Review mailings need to expose name of applicant organization (similar to Confirm/Confirmation.tpl) - affects Review/Approve.tpl, Pending.tpl, Reject.tpl. Also implement message text as supplied by Tobias for all 3 messages.
- (Dgg/Dgg) - Determine needed profile selector row actions in relation to 3 roles (anon, kab member, kab staff) and fix Kabissa/BAO/Kabissa::buildProfileSearchRowLinks().
- (Dgg/Deepak) - An Activity History record must be inserted each time an Organization Profile (kabissa details) is updated. The entity_id is the contact making the change.
- (Dgg/Deepak) My Organizations ("locker") should list related organizations regardless of org status. Selector should include status. (Currently it only lists Approved applications). Admin contact for the organization CAN edit the profile for "their" organization regardless of it's status.
Spec 3
- (Dgg/Lobo) Member details: Please make City also clickable to view all members with the same city
- (Dgg/Dgg) We need "Back to Listings" in profile/view for gid=1 and gid=3, BUT we don't want it for gid=2 (individuals/My Profile). One solution would be to restore this "default" behavior in Profile/Page/View.tpl, and then solving the problem for gid=2 by creating a custom copy of View.tpl and Edit.tpl for profile 2.
- (Dgg/Lobo) Contact This Organization feature is not implemented yet:
Hide email address (I think we can just set visibility to User/Admin in the profile field)Implement form and and post-process (smtp send) as described in spec. Return to selected org profile with status msg when complete.
- (Dgg/Lobo) View Profile - Region, Country, Sector should be clickable links to search result sets. I would expect this to be working now since field Visibility is set to Public User Pages and Listings. But it's not ??
- (Dgg/Lobo) Member Directory - search criteria checkboxes are not cleared in "session" if they are unchecked on form (when Search form is resubmitted). To recreate - go to Member Directory, check "Environment" under Org Focus, search. Now uncheck "Environment" and search again - criteria still have focus = Environment. (MInor additional issue: for some reason the search criteria qill is not using profile Field Label for checkboxes like "Organizational Focus" - it outputs "focus" instead. However, for a "text" search field like "Keywords" - it properly puts the "label" into the qill.)
- (Dgg/Deepak) BUG: I've added a new Profile (gid=3) to be used for Member Directory. It includes Organization Focus (kabissa.focus_id) as a search field. Evidently there's a change needed to make the checkboxes show up on the search (http://kabissa.devel.civicrm.org/civicrm/profile/view?reset=1&id=3&gid=3). Also, this profile has the same problems on profile/view as with gid=1. [-- deepak, rev <=184]
- (Dgg/Deepak) View Profile also doesn't have the ability to view "People" (related contacts) as described in spec 3. "From an organization's profile page, they can click "People" to see a list of people associated with the organization and their titles. If they've agreed to be contacted, a "Contact this Person" link will be next to their name and an e-mail form will open up, following the same process outlined above. " Per discussion with Lobo:
- we'll need to add another custom field to the Employee relationship - "Allow others to contact me" (boolean)
- expose this field on "Administrative Contact" form in member signup and member profile so users can set and edit it
- implement "People" listing page with conditional "Contact this Person" link and form/action as stated above [-- deepak, rev <=205]
Spec 10
- (Lobo/Lobo)
BUG: Only Kabissa staff OR Admin contact(s) for an organization should have access to the "Admin Contact" checkbox when adding or editing "Related Person" form. Also fixed so that only "admin" can edit all contacts and a person can edit their own contact
- (Dgg/lobo)
BUGS: Edit Person (addContact form in update mode) - In update mode this form creates new individual and org contact records instead of updating the currently loaded record/relationship info. It also sends out NewContact mailing on update. It should only send out this notice on create.
- (Dgg/Deepak) BUG: New Contact notification mailing template: [--deepak, rev <= 258]
None of the variables in the template are being populated - e.g. {$byContact.display_name}, etc. Also, fix the type in variable naming - {$org.orgnization_name} should be {$org.organization_name}The mailing template needs to know if we are creating a new Drupal user during the "contact add" process. Please assign 1 (true) or 0 to the $newUser variable for the template. I've added the conditional text to the message already.
Deepak/Lobo: Done /w the changes but couldn't test, since didn't see old status-message working. No email getting send.
- (Deepak/lobo)
BUG: We should do a pre-check to make sure existing & already related contact is not being added as a new-contact, which results in spoiling the existing relationship [-- deepak, rev <= 258]
- (Dgg/lobo)
BUGS: My Profile form for logged in user (civicrm/profile/edit?reset=1&gid=2):
Clicking CANCEL goes to civicrm/profile?reset=1&gid=2 which gives warning: "No fields in this Profile have been configured as searchable. Ask the site administrator to check the Profile setup." I guess cancel needs to go to home page unless we can tell where they clicked "My Profile"from.
- (Dgg/lobo)
BUGS: Contact this Person form (civicrm/kabissa/contact?cid=x&reset=1)
After sending the message, user should be redirected back to "related contacts" page (civicrm/kabissa/member/contacts?reset=1&oid=x). Currently it goes to profile/view.
- (Dgg/lobo)
Deactivate Relationship - Cancel goes to Home page, should go back to "locker" (civicrm/kabissa/member/relationship?reset=1&action=disable&oid=x)
- (Dgg/Lobo) Add contact to organization: duplicate checking behavior. The spec says:
"A form is provided to add in the person's details - and upon submission a dupe match check is done. If a match exists, it is possible to select one - if not, the form is submitted and the contact is added." Currently I think we are passing the email to drupal - and so we get this back: "The e-mail address tony@web.com is already registered. Have you forgotten your password?" Let's discuss how we can handle the duplicate checking and handling more like we do with our built-in add/edit contact form.
- (Dgg/lobo) BUGS: My Profile form for logged in user (civicrm/profile/edit?reset=1&gid=2):
"Experience" field contains "0" when no value has been entered for it (which is normal case since that field isn't exposed during Member Signup). EXAMPLE: http://kabissa.devel.civicrm.org/civicrm/profile/edit?reset=1&gid=2&id=8After editing, user is directed to profile/view - which i think is good. BUT, we need to remove the "Back to Listings" link since that profile is not set up for "listings."
- (Dgg/lobo)
Add the "Title within organization" field (which is now connected to each relationship) to the member/addcontact form. Remove that field from profile 2 in kabissa_data.mysql. Since the admin contact needs "edit" access to that form - we should probably rename it - and we need to include "Edit Relationship" link in Page/Member/OrgContacts which brings up this form in UPDATE mode. NOTE: This form is currently broken as the formRule is requireing "Title within Org" - but the field isn't present on the form.
- (Dgg/lobo)
Deactivate Relationship (civicrm/kabissa/member/relationship?reset=1&action=disable&oid=10) - hitting Cancel on this page should take you back to "locker" (where you came from). Currently it goes to home page.
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