Details
Minor
Description
Case types may be configured without a Standard Timeline (to allow ad hoc insertion of activities in the case). However, this triggers a bug in the Case selector. Cases which do not (yet) have any rows in civicrm_case_activity are not included in the Cases selector . The selector 'count' query does include them - so the Cases tab shows (1) even thought the selector is empty. (see screenshot -
Screen Shot 2014-08-21 at 11.43.59 AM.PNG)
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I don't think you should be able to:
- delete Open Case from the standard timeline
- delete the standard timeline from a Case type.
The first thing you do for a case is open it so even if that is all there is in the standard timeline it should be there.
If you delete Open Case from the standard timeline:
- you can't add other activities to the standard timeline.
- when you open a case of that type the cases tab for the contact is incremented by one BUT if you click on the cases tab it says "There are no case records for this contact." .
- the case dashboard shows a case of that type is open, but when you click on the number you are taken to the Find Cases search page and given the message "no matches found..."
So letting people delete Open Case creates inconsistencies within CiviCRM.
If you delete the standard timeline from a Case type then any timeline you have defined is treated as the standard timeline and the activities in it are created when the case is opened.This can create a set of activities with wrong dates, particularly when the timeline uses the end of the case as the reference as is shown in the attached screenshots.
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Having no timeline at all creates inconsistencies also as second lot of attached screenshots show ( tested on 4.5 beta 7 on my pc)
Order to look as screenshots is:
1) no timeline - shows case type creation with no timeline (case name is standard timeline test)
2) after adding no-timeline case - shows conflict between number on cases tab and content of tab after adding the "standard timeline test" case to that contact.
3) four standard timeline test cases in dashboard.- which shows just that
4) only one standard timeline test case - this is the screen I reached after clicking on the 4 in the previous screenshot; only one case is visible this is one a created before I deleted the standard timeline from this case type.
I've been looking at these issues as well: http://forum.civicrm.org/index.php/topic,33919.0.html
I've not seen the issues reported by Joanne when creating case types with no standard timeline or open case activity, but my case types may well be different. It's certainly a confusing situation that needs clarification.
Monish - I don't think this is a critical bug, so if the query changes are NOT super simple, go ahead and push this to 4.6
Dave - "Find cases" won't find cases without any timeline either.
You have said "I think it's valid for a case type to NOT have any timeline." The standard timeline need only consist of "Open Case". That then lets the case manager add whichever activites he wants whenever he needs to.
It seems that allowing the deletion of the standard timeline doesn't add anything to the flexibility of Civicase but it does break things.
Looking at CRM-15166 I think Tim has locked down the Standard Timeline/Open Case so that users can't delete?
Given the changes in CRM-15166 (block delete of Standard Timeline and Open Case activity in case configuratin, we don't need to fix this issue at this time.
Joanne - agreed that a case type with a standard timeline that contains only Open Case works for the 'ad hoc' use case I referenced above.
I think we discussed both of these issues:
I don't remember if there were reasons they we decided to allow deletion of Open Case? Or if we just didn't get around to blocking it. If we can't think of a reason - I guess we should block it since it causes weird behaviors.
RE: deletion of Standard Timeline - I think it's valid for a case type to NOT have any timeline. It works as expected - case is created w/o any pre-set activities. However, if there are > 1 timeline and the Standard Timeline is deleted - iwe pick up the 'next' timeline and use it to create activities on Open Case. This seems undesirable - BUT there is no way to mark the 1 + N timeline as the standard timeline. Maybe we should just label the 'next timeline' as the 'standard timeline' in this situation. Thoughts??