Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

ensure all valid relationship types are available #12891

Merged
merged 1 commit into from
Oct 9, 2018

Conversation

jmcclelland
Copy link
Contributor

@jmcclelland jmcclelland commented Oct 2, 2018

Overview

When adding relationships to search results, ensure all relationship types, including ones that apply to any contact, are available to choose.

https://lab.civicrm.org/dev/core/issues/418

Before

  1. Create a relationship type in which Contact A is an individual and Contact B is any contact called Benefits Specialist.
    create-relationship
  2. Conduct a search for individuals
  3. Select a few individuals
  4. From the actions drop down menu, select "Add relationship to Individual"
  5. The resulting screen doesn't provide you with the option to choose the Benefits relationship.
    select-relationship-fails

After

Now, relationship types that apply to any contact are always shown as an option when adding relationships to search results.

relationship-after

When adding relationships to search results, ensure all relationship
types, including ones that apply to any contact, are available to
choose.

https://lab.civicrm.org/dev/core/issues/418
@civibot
Copy link

civibot bot commented Oct 2, 2018

(Standard links)

@eileenmcnaughton
Copy link
Contributor

@jmcclelland the patch looks good - but I can't figure out how to replicate this - I'm not quite sure what the desciption means

@seamuslee001
Copy link
Contributor

@eileenmcnaughton i think what it means is that you need to create a relationship type where say Contact A is Individual but Contact B is ANY contact type i think if i understand right

@eileenmcnaughton
Copy link
Contributor

@seamuslee001 yep - but on what screen does it not work?

@seamuslee001
Copy link
Contributor

@eileenmcnaughton from reading the lab issue i think its from the Add Relationship - to x task screen from the Advanced search options

@eileenmcnaughton
Copy link
Contributor

eileenmcnaughton commented Oct 9, 2018

without the patch I still see 'Benefits Specialist' & 'Benefit specialist is'

screenshot 2018-10-09 10 35 19

even though
screenshot 2018-10-09 10 37 38

@jmcclelland
Copy link
Contributor Author

Thanks for reviewing this! And, I'm sorry I wrote such an opaque description. I just updated it with much more detail and screen shots.

The reason is appears to be working in your screen shot Eileen - is because you are looking for the relationship in the advanced search screen. The problem is that it is missing in the screen that you get after you have searched, selected your contacts, and then selected the action to add the relationship to the found set.

@jmcclelland
Copy link
Contributor Author

Also, anyone have suggestions on why this seems to be causing test failures?

@eileenmcnaughton
Copy link
Contributor

@jmcclelland test fails are unrelated - they are do to with the recent server crash - those concurrency ones need some magic Tim hasn't found time to sprinkle

@eileenmcnaughton
Copy link
Contributor

@jmcclelland I'm going to merge this because it does improve the situation & because it has a unit test. However, I think the screenshot below should show both Benefits specialist & Benefits Specialist is - so it seems a partial fix.

screenshot 2018-10-09 17 08 07

Also -the find contact seems to not be an autoselect - ug.

Still this is def a step in the right direction

@eileenmcnaughton eileenmcnaughton merged commit 0d673b1 into civicrm:master Oct 9, 2018
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Projects
None yet
Development

Successfully merging this pull request may close these issues.

3 participants