ICIRR Workflow Module

NOTE: Please track work hours for this project. Estimated time is 25 hours - let us ASAP know if you think you will go over that time significantly.

Create a new Drupal module (ICIRR_civicrm.module) whose purpose is to customize forms used by ICIRR to manage their client application workflow. The module should use the profile and activity type "name" values as indexes for the build form hook and post process hook implementations. NOTE: As far as I know, all changes should be implementable via existing CiviCRM hooks. If you're finding that any core code changes are needed - please ping Lobo or myself.

I've asked Alice Aguilar to provide an xml dump via export.php script which should include the details of the custom fields, profiles and activity types they've defined for ICIRR. If possible, you should import that xml to your test-bed so you can verify the object names and your module behavior.

Screen shots of the modified forms are attached.

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ICIRR module functions
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1. Special redirect after submit of "New NAI Contact" profile (create mode)
After user completes and submits this profile, they should be automatically redirected to a new activity form where the activity type = "NAI Open" and the target contact = contact_id of the contact that was just created by the profile.

2. Activity Form modifications for activity type = 'NAI Open'
2.1 Hide the 'Location' field
2.2 Hide the 'Duration' field
2.3 Filter the activity status dropdown options to only show their 3 "custom" options (which they will add to the activity_status option group): Open, Ineligible, Closed. Default should be "Open".
2.4 Change 'Details' label to 'Notes'.
2.5 Hide 'Priority' field

3. Activity Form modifications for activity type = 'NAI Prepare Application'
3.1 Hide the 'Location' field
3.2 Hide the 'Duration' field
3.3 Change 'Details' label to 'Notes'.
3.4 Hide 'Priority' field
3.5 Check for a Profile with name = 'NAI Prepare Application'. If found, inject all fields from this profile in the same pane as the NAI Prepare Application activity custom data set. The profile will consist of core and custom CONTACT fields. These fields should display ABOVE the activity-type specific custom fields in this pane.
3.6 Modify post process on this activity form (for this activity type) to handle insert / update of the core and custom contact fields from the associated profile.

4. Activity Form modifications for activity type = 'NAI Refer Out'
4.1 Hide the 'Location' field
4.2 Hide the 'Duration' field
4.3 Change 'Details' label to 'Notes'.
4.4 Hide 'Priority' field

5. Activity Form modifications for activity type = 'NAI Follow Up'
5.1 Hide the 'Location' field
5.2 Hide the 'Duration' field
5.3 Change 'Details' label to 'Notes'.
5.4 Hide 'Priority' field
5.5 Check for a Profile with name = 'NAI Follow Up'. If found, inject all fields from this profile in the same pane as the NAI Follow Up activity custom data set OR create a pane using the Profile title as the pane title if no custom data set exists for NAI Follow Up activity type (which appears to be the case at this point). The profile will consist of core and custom CONTACT fields. These fields should display ABOVE the activity-type specific custom fields in this pane (if any).
5.6 Modify post process on this activity form (for this activity type) to handle insert / update of the core and custom contact fields from the associated profile.

6. Activity Form modifications for activity type = 'NAI Close'
6.1 Hide the 'Location' field
6.2 Hide the 'Duration' field
6.3 Change 'Details' label to 'Notes'.
6.4 Hide 'Priority' field
6.5 Check for a Profile with name = 'NAI Close'. If found, inject all fields from this profile in the same pane as the NAI Follow Up activity custom data set. The profile will consist of core and custom CONTACT fields. These fields should display ABOVE the activity-type specific custom fields in this pane (if any).
6.6 Modify post process on this activity form (for this activity type) to handle insert / update of the core and custom contact fields from the associated profile.