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  1. CiviCRM
  2. CRM-63

Contact Relationships - Past and Disabled Relationships

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.0
    • Component/s: None
    • Labels:
      None

      Description

      Our data model is intended to support historical relationship info (both 'past' and 'disabled'). The sample data loader (GenerateContactData.php) and the UI need modifications to support the existing schema.

      • (K - ask Yash for help on this if needed) Sample data relationships should have is_active col = TRUE (currently all are set to FALSE)
      • totalRelationshipCount should only count 'current' relationships by filtering on is_active = TRUE AND (end_date >= now or null)
      • relationship browse (contact/view/rel action=browse) should segment into 3 sets:
      • Current Relationships
      • Past Relationships (this is where end_date < now)
      • Disabled Relationships (is_active = false)
        [this is similar to ContactGroup layout..Past and Disabled sections only show if there's records with that status]
      • Available 'actions' for each set are
        Current - View, Edit, Disable, Delete
        Past - View, Edit, Disable, Delete
        Disabled - View, Edit, Enable, Delete
      • Enabled? field is added to 'view' (action eq 4) only for now. Let's not include it in the add/edit form since they're already complicated enough and the user can enable/disable from the browse tables.
      • start and end-date year selects (add/edit form) should include future years (now + 10)
      • when creating a Head of Household relationship, also update the Household contact record's primary_contact_id with the individual H of H primary key value (this is currently being done by the sample data loader, but not during UI updates)

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            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: