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to-do.txt
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to-do.txt
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*** TO DO ***
in-Manager contributions to Mail merge output
?? email: one only to each address, unless it's been "individualized"
remove follow_up by date -- put it in the memo field
"quick create" entities/new form
Contributions and pledged contributions => decimal, not float (need to check Rails version for support)
"export everything" command -- the "get me out of here" option
CSV file with every entity column, volunteer_tasks, groups, tags, emails, addresses, contributions, contact_texts?
Data/Reports section: select fields to export as CSV (have simple defined sets?)
think about file download not going through Mongrel
http://www.ruby-forum.com/topic/123638
caching:
* put user, role, and cur models in memcached
"crumb bar" at the top of the page Campaign > Committees > List (or just in page title?)
*** Mobile Access ***
My cell phone's User-Agent = "HTC-3100/1.2 Mozilla/4.0 (compatible; MSIE 5.5; Windows CE; Smartphone; 240x320)"
uentities/show/:id
*** role and permissions ***
add role-checking into display of edit panes on entities/show
see voter_info_box for ideas
add campaign to local variables passed to show partials, so that each one doesn't have to look it up again
campaigns: roles check, cur create on campaign create
users: roles on campaigns
update permissions for volunteer_events and contact_events
create checking functions for each used combination
roles:
1 SuperUser
2 Manager
3 Edit finances & Groups
4 Edit Groups
5 Edit only entity properties
6 Read Only
7 Sign In/out only
8 Inactive
*** entities ***
* Treasurer mapping
* Field mapping
*** SEARCH ***
add searching on contact history (including campaign events), (group membership with role?)
save queries easily, probably an ez_where conditions object (check out Ambition)
create complex queries
* store hash/array version of the most recent advanced search in session
h = {:phone=>[:includes,"626"], :email_ok=>[:matches,"Yes"]} etc
* display search parameters (based on the search_hash)
link to "refine search"
advanced_search view opens and sets values for search_hash if "refine==1"
* search financial information
-- contributions stored locally
-- query Treasurer
*** features to add ***
Household add and remove: change to POST from GET
SORT for Mail Merge, Labels: by zip code?
groups: custom fields? -- if demanded, it's there in the db structure (group_field)
*** feature requests ***
* send attachments to email list
*** useful code ***
onfocus="if (this.value == 'Display name') {this.value='';}" onblur="if(this.value == '') this.value='Display name';"
:onfocus=>"if (this.value == 'Enter name here') {this.value='';}", :onblur=>"if(this.value == '') this.value='Enter name here';"