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  1. CiviCRM
  2. CRM-5553

Implement civicrm_engage module which distributes Powerbase Phonebank and Walklist reports along w/ organizing custom data set and profiles

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.1
    • Fix Version/s: 3.1
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      The pieces for this all now all checked in to trunk/tools/drupal/modules/civicrm_engage

      1. Enhance bin/migrate/import.php to handle name lookup instead of id lookup for <extends_entity_column_value> (so the import isn't tied to specific Primary Key values). Also support for embedding SQL statements so that running import can also load the needed activity types, event types, report templates and instances - Lobo is handling this.

      2. Upgrade the 'PTP' 2.2 Phonebank and Walklist reports so they can be run in the 3.1 + civicrm_engage envioronment:
      2.1 Reports can be run from a separate classpath (Canvass_Report_Form_WalkList and _PhoneList
      2.2 Address parsing logic is removed from reports (not needed since this is in core now)
      2.3 Reports are updated to use the modified core and custom field schema

      • switch address elements to core fields (e.g. street_unit, street_unit_suffix, etc.)
      • use built-in demographic fields instead of custom (e.g. gender, age->calc from d.o.b.)
        2.4 Modify CiviReport framework so that an individual report class can over-ride the parent class buttons array. For these reports we want to link the "specially formatted" output to the "Print Preview" button rather than the "Print PDF" button which it's currently hacked to. (deepak - check w/ me if you need clarification on this).

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            • Assignee:
              dgg David Greenberg
              Reporter:
              dgg David Greenberg
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              • Created:
                Updated:
                Resolved: