CRM-3320 Modify defaults on record merging to reduce the chance of data loss

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Won't Fix
    • Affects Version/s: 2.0
    • Fix Version/s: None
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      Make all "move related.. fields" checked by default, since operation with these fields are of additive nature but if left unchecked (unintentional) might result in unexpected data loss.
      All "move related.. fields" include - components + activities + groups + relationships + tags.

      --------- Original Post -----------
      When merging, contributions should be merged from the duplicate record by default, if not mandatorily. It's critical that contribution records are not carelessly deleted.

        Attachments

          Activity

          [CRM-3320] Modify defaults on record merging to reduce the chance of data loss
          Donald A. Lobo added a comment -

          Not sure i understand this bug and the use case. Can u elaborate

          In merging, we basically just flip the contact_id of the contribution record to the one that is left behind (assuming the user has checked that they want contribution records to be merged)

          Deepak Srivastava added a comment -

          Current behavior is: contribution records are merged if "Move related... Contributions" checkbox is checked, which is the expected behavior for 2.3.

          Closing the issue since we didn't receive any further clarification.

          David Strauss added a comment -

          The issue is that you affirmatively have to check a box to merge over contribution records. That's dangerous.

          Deepak Srivastava added a comment -

          Need to re-spec the issue.

          Kurund Jalmi added a comment -

          closing old issues

            People

            • Assignee:
              Deepak Srivastava
              Reporter:
              David Strauss

              Dates

              • Created:
                Updated:
                Resolved: