Feature #449

Project Directory Specification

Added by Joseph Lacey almost 3 years ago. Updated over 2 years ago.

Status:In Progress Start date:06/02/2012
Priority:Urgent Due date:
Assignee:Joseph Lacey % Done:

24%

Category:- Spent time: -
Target version:-

Description

http://wiki.occupy.net/wiki/Project_Information

Project subtype
  • Project name (Core, Organization Name)
  • Description (Custom, Project Details)
  • Tags
    • Custom Tag Set?
    • Open text field?
  • Contact (Relationship, Individual Contact, custom module to add fields to form and post process data)
  • Groups (Custom, Needs to be multiselect)
    • Contact Reference field to Working Groups contact subtype. Does this allow multiple contacts to be listed?
  • Affinity Groups (Custom, Needs to be multiselect)
    • Contact Reference field to Affinity Groups contact subtype. Does this allow multiple contacts to be listed?
  • Status (Custom, Project Details)
  • Documents
    • Custom Data field of checkboxes.
    • What are the options?
      • Wiki
      • RSS
      • Meetings
      • Others?
  • Information Resources (Link field)
    • Core website field
      • Add Information location?
  • Donation Description (Custom, Project Details)
  • Hashtag (Custom, Project Details)
  • Page (Link field)
    • Core website field
      • Main location?
  • updates (Link field)
    • Add Custom Link field to Project Details
  • Meetings (Custom, Project Details)
  • Date (Custom, Project Details)
  • Logo (Core, Upload Image)
  • Location (Custom, Project Details)
  • Calendar (Link field)
    • Add Custom Link field to Project Details
  • Mailing list (Link field)
    • Core website field
      • Add Mailing List location?

Collect information via a CiviCRM Profile, and add projects to group Projects Moderate. Admins for this group are in group Project Admins.

Create User account for submitter.

Once approved Projects are removed from group Projects Moderate and added to group Projects Public.

Approval means:
  • listed on Project Listing, Drupal View of CiviCRM Contacts of all Project subtypes in group Projects Public
    • Project Name
    • Working Group(s)
    • Affinity Group(s)
    • Link to Funding Page
  • creation (auto?) of Funding page
    • Goal tracking
    • Honor roll
    • Embeddable widget
    • Donation amounts
    • Other requirements?

Implementation of funding page, modeled on Kickstarter or Catarse. What needs to be manually coded from the requirement list with either a Contribution Page or Personal Campaign Page?


Subtasks

Bug #718: Project List data, including contact infoIn ProgressJoseph Lacey

Bug #719: Fields not tracking between submission form, database, an...ClosedJoseph Lacey

Bug #720: Add/configure theme for crm.occupywallstreet.netIn ProgressPea Lutz

Feature #722: Add custom webform validationNewJoseph Lacey

Feature #723: Add validation to donation page auto-creationNewJoseph Lacey

Feature #724: Setup payment processorNew

Feature #725: Add donation page disabling logic if project is removed f...NewJoseph Lacey

History

#1 Updated by James Owens almost 3 years ago

  • Contact (Relationship, Individual Contact, custom module to add fields to form and post process data)
    • Allows multiple contacts
  • Groups (Custom, Contact Reference field to Working Groups contact subtype)
    • Allows multiple groups
  • Affinity Groups (Custom, Contact Reference field to Affinity Groups contact subtype)
    • Allows multiple Affinity groups

What do you mean 'Core website field'?

#2 Updated by Dana Skallman almost 3 years ago

I added the permissions for the Projects, Projects Directory Admin is parent of Moderate Projects and Public Projects.

I also started on the submission form, see here: http://crm.occupywallstreet.net/civicrm/profile/create?gid=30&reset=1.

Questions,
  • how can we bring in Working Groups & Affinity Groups as checkboxes that can be checked at submission?
  • how can we add more than one contact at a time using Profiles, will we go back to WebForms?
  • Profile settings are going to Moderate Group and restricted to Project Directory Admin, is that the right way? Upon moderation approval, they are re-categorized to Public Projects.
  • How can I add multiple website fields and limit it to a specific website per field? It's pointing bac to WebForms again.

The WebForms submission form is here: http://crm.occupywallstreet.net/node/7

Let me know modifications/edits and so on to form field options.

#3 Updated by Joseph Lacey almost 3 years ago

  • Status changed from New to In Progress
  • % Done changed from 0 to 10

James Owens wrote:

  • Contact (Relationship, Individual Contact, custom module to add fields to form and post process data)
    • Allows multiple contacts

This can be fairly complicated if we try to allow n number of individuals to be added. If we decide on a set number of individuals at the time of submission, this can probably be fairly straightforward with a few loops. How many people do we expect need to be added on submission? 3? 5? 10? If the lists are more than 10, I'd probably recommend an import.

What do you mean 'Core website field'?

All contact records can have website fields attached to them and organized by a location (Work, Main, Facebook, Twitter, etc.). I was wondering aloud whether some of these can be handled with that core field or whether it's better to add a custom link for projects only. I made some changes to the spec offering a suggestion.

Dana Skallman wrote:

Questions,
  • how can we bring in Working Groups & Affinity Groups as checkboxes that can be checked at submission?

Yes, I'm still puzzling this question myself. How often are the Working and Affinity Groups changed/created/dissolved? If relatively infrequently, I think we can go with your suggestion to use a custom data field that lists them. It just means that this list will have to be updated each time a group is changed/added/dissolved.

  • how can we add more than one contact at a time using Profiles, will we go back to WebForms?

See comment above.

  • Profile settings are going to Moderate Group and restricted to Project Directory Admin, is that the right way? Upon moderation approval, they are re-categorized to Public Projects.

That sounds correct to me.

  • How can I add multiple website fields and limit it to a specific website per field?

We should be able to specify which website location to use.

It's pointing bac to WebForms again.

The WebForms submission form is here: http://crm.occupywallstreet.net/node/7

Let me know modifications/edits and so on to form field options.

If we're creating user accounts, I suspect we'll need to use a profile rather than a webform, though I do have a code snippet that can handle creating user accounts upon webform submission. Let's get the data model finalized and then tackle the implementation.

#4 Updated by Dana Skallman over 2 years ago

Questions,

how can we bring in Working Groups & Affinity Groups as checkboxes that can be checked at submission?

*Joseph's Response

Yes, I'm still puzzling this question myself. How often are the Working and Affinity Groups changed/created/dissolved? If relatively infrequently, I think we can go with your suggestion to use a custom data field that lists them. It just means that this list will have to be updated each time a group is changed/added/dissolved.

Groups don't change very often, so we can maintain manually relatively easy.

  • How can I add multiple website fields and limit it to a specific website per field?

*Joseph's Response
We should be able to specify which website location to use.

I didn't see a place to do this on Civi Profiles, just on WebForm.

Account creation is important to let them update their data. If a Civi Profile is best for that, it seems that should be the route we take.

#5 Updated by Joseph Lacey over 2 years ago

Sort out User Login/Registration redirects

http://crm.occupywallstreet.net/project/add

#6 Updated by Joseph Lacey over 2 years ago

Add donation specifics
  • Cash - checkbox
    • Amount Goal - money
  • In-kind - checkbox
    • Materials Sought - text

Remove Donation Description textarea.

#7 Updated by Joseph Lacey over 2 years ago

First draft of project list page.

http://ows.occupy.li/project/listing

#8 Updated by Joseph Lacey over 2 years ago

  1. Need final approval of fields on submit form
  2. Add logic into auto-creation of project donation page to check that there is an OWS working group affiliation and that the project needs cash funding, before creating the donation page.
    • Finalize admin moderation workflow. It needs to include verifying the above OWS working group affiliation
      • OWS working checkboxes could be deprecated in favor of a more normalized relationship between the project and the working group.
  3. Add donation page disabling logic if project is removed from Public listing
  4. Style Public Project pages
  5. Need to clean up existing project data spreadsheet and prepare for import into CiviCRM
  6. Need to get a payment processor

#9 Updated by Lippe Lippe over 2 years ago

  • Tracker changed from 6 to Feature

#10 Updated by Joseph Lacey over 2 years ago

  • % Done changed from 10 to 60

Joseph Lacey wrote:

4. Style Public Project pages

Initial styling is done for this page.

#11 Updated by Joseph Lacey over 2 years ago

Joseph Lacey wrote:

1. Need final approval of fields on submit form

Done.

2. Add logic into auto-creation of project donation page to check that there is an OWS working group affiliation and that the project needs cash funding, before creating the donation page.
  • Finalize admin moderation workflow. It needs to include verifying the above OWS working group affiliation
    • OWS working checkboxes could be deprecated in favor of a more normalized relationship between the project and the working group.

Outstanding.

3. Add donation page disabling logic if project is removed from Public listing

Outstanding.

4. Style Public Project pages

Styling on this page is done?

Outstanding.

5. Need to clean up existing project data spreadsheet and prepare for import into CiviCRM

Dealing with Project Contact duplicates to finalize this.

6. Need to get a payment processor

Under discussion.

#12 Updated by Joseph Lacey over 2 years ago

Joseph Lacey wrote:

Joseph Lacey wrote:

2. Add logic into auto-creation of project donation page to check that there is an OWS working group affiliation and that the project needs cash funding, before creating the donation page.
  • Finalize admin moderation workflow. It needs to include verifying the above OWS working group affiliation
    • OWS working checkboxes could be deprecated in favor of a more normalized relationship between the project and the working group.

Outstanding.

Now being tracked on #723.

3. Add donation page disabling logic if project is removed from Public listing

Outstanding.

Now being tracked on #725.

4. Style Public Project pages

Styling on this page is done?

Outstanding.

Now being tracked on #720.

5. Need to clean up existing project data spreadsheet and prepare for import into CiviCRM

Dealing with Project Contact duplicates to finalize this.

Now being tracked on #718.

6. Need to get a payment processor

Under discussion.

Now being tracked on #724.

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