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CRM-21498: Implement Option to Change Status of Linked Cases #11350

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MiyaNoctem
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@MiyaNoctem MiyaNoctem commented Nov 30, 2017

Overview

On some occasions, it might be useful when changing a case's status, to have all linked cases change status too. For this, we could have a checkbox on the case status change form so that when it is checked, all related cases change to the same status.

We will only take into account directly linked cases (i.e. L1 link) and not the linked cases of the linked cases (i.e. ignore any nesting).

If the status of one or more linked cases is the same as the status the user is changing to (eg. the user is changing the status from ongoing to resolved and one of the linked cases is already resolved), we will still list the case in the case list, but there will be no action taken (ie. no activity should be created for the status change).

Before

When changing a case's status, if linked cases had to be changed too, you'd had to go to each case independently and change it's status manually.

image

After

When changing a case's status, if it has any linked cases, a checkbox will appear on the form so the user can choose to update linked cases statuses too.

image

Comments

Changes to user documentation are being introduced in this PR:
civicrm/civicrm-user-guide#244


@MiyaNoctem MiyaNoctem changed the title CRM-21498: (WIP) Implement Option to Change Status of Linked Cases CRM-21498: Implement Option to Change Status of Linked Cases Nov 30, 2017
@colemanw
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Cool. Glad to see it working with the new CiviCase extension.
Even nicer would be to have a checkbox per linked case - since you're bothering to show them in a table, might as well give control (and move that "Update Linked Cases" checkbox to the table header to make it a master checkbox).

@MiyaNoctem
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Hey @colemanw ,

Is your last comment a deal-breaker? We thought to have the functionality you suggest done on another ticket, as our current business case just requires to update either all or none of the related cases.

CC @shitijg

@colemanw
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colemanw commented Jan 8, 2018

Ok we can merge this and do the rest later.

@colemanw colemanw merged commit 06640b2 into civicrm:master Jan 8, 2018
sluc23 pushed a commit to ixiam/civicrm-core that referenced this pull request Jan 10, 2018
…tus-of-linked-cases

CRM-21498: Implement Option to Change Status of Linked Cases
@MiyaNoctem MiyaNoctem deleted the CRM-21498-change-status-of-linked-cases branch January 17, 2018 15:11
magnolia61 pushed a commit to magnolia61/civicrm-core that referenced this pull request Jan 26, 2018
…tus-of-linked-cases

CRM-21498: Implement Option to Change Status of Linked Cases

CRM-21609 - Correctly handle PayPalPro recurring payments whose amount doesn't match the initial contribution

CRM-21627: makeMultilingual: update dbLocale to avoid fatal if lcMessages was not set.

CRM-21627: makeMultilingual: update dbLocale to avoid fatal if lcMessages was not set (adds unit-test fix by Monish Deb)

CRM-21644, Fixed set default for Preferred Communication Method

----------------------------------------
* CRM-21644: Preferred Communication Method is not set to default for contact
  https://issues.civicrm.org/jira/browse/CRM-21644

CRM-21591 Add Test of formatUnitSize Function

CRM-21591 Fix PHP Notice A non well formed numeric value encountered on Misc settings page

PHP Notice: A non well formed numeric value encountered

CRM-21647 - Fatal error on deleting any contribution record

CRM-21635 - Expose contact custom data on contribution summary report

CRM-21629 System Check: Set User Agent to security filters accept check

CRM-21621 - Provide ability to delete first website field

CRM-21652: Fix numerous problems with anonymous users registering themselves

CRM-21528 fix add2Group

CRM-21225 Allow for display profile alternate - schema changes only

Rename column to be frontend_title

Deduplicate from email address code and add a setting to disable sending from contact email addresses

Fix for 'from email' showing twice on Thankyou-receipts form

Update help paths

Only include email address on contribution pdf task. Make sure we pass through from_email_address when non-default selected

Further fix for email address missing on contribution thank-you letters

CRM-19107 Fixed PayPal Express redirection issue.

corrected syntax

Standalone code contributor from now.

CRM-17352 - Use Backbone.noConflict

CRM-17352 - Use CiviCRM to load scripts for consistency

CRM-17352 fix display of modal on drupal8 (civicrm#5)

Remove restriction on 'Update Subscription' when a recurring contribution has a linked membership

CRM-21533 : Outbound setting reverts in non-production sites on executing sched job

Fix for CRM-21485 - Tax not added when renewing membership in backend

Added code as suggested by @jitendrapurohit

Removed changes of First commit

Blank line removed

CRM-18048 - long custom group names cause report failure

Ensure custom group names are never a length that can
cause this problem. Also, update test infrastructure to
prevent this problem from being masked.

CRM-21521: fix nested multipart handling

When for example a multipart-report email body's first part is
multipart-related, extract the text correctly instead of crashing.

This logic should handle all kinds of weird multipart nesting, up
to MIME_MAX_RECURSION levels deep.

CRM-21159 Address fields cause DB errors when adding contacts to group from Search Builder

Code refactor

CRM-21652: Without using 'finally' clause

CRM-15049: Fixed include/exclude search for parent groups (civicrm#10546)

* CRM-15049: Fixed include/exclude search for parent groups

* Fixed the style errors

* CRM-15049: update comment

CRM-21587, Notice error for Grant date fields (civicrm#11497)

* CRM-21587, fixed code to add formattype for date field

----------------------------------------
* CRM-21587: Notice error for grant date fields
  https://issues.civicrm.org/jira/browse/CRM-21587

* CRM-21587, removed cruft code

----------------------------------------
* CRM-21587: Notice error for grant date fields
  https://issues.civicrm.org/jira/browse/CRM-21587

* CRM-21587, generated DAO file

----------------------------------------
* CRM-21587: Notice error for grant date fields
  https://issues.civicrm.org/jira/browse/CRM-21587

* CRM-21587, removed cruft code

----------------------------------------
* CRM-21587: Notice error for grant date fields
  https://issues.civicrm.org/jira/browse/CRM-21587

* Standalone code contributor from now.

call hooks even if joomla isn't bootstraped

CRM-21225 Changes to UI to implement the frontend_title field to allow for overriding of the Profile title

fix CRM-21444: use contact_type name instead of label

CRM-21663: Fix Campaign Search and result structure

CRM-21613: Search issues on 'Manage Tag' page

additional fixes

Modified--getting currencies from civicrm_currency table instead being hard-coded. CRM-21664

CRM-21634 Stdise search fields as they relate to contacts

CRM-21323 : Fix backend credit card payment processor selection

CRM-21155 - Hook batchItems does not change the csv export

Change to use results of hook when exporting.

Fix CRM-21155 by removing batchItems entirely

Consistent wording of Email - Send Now task

CRM-21670 - Search of active relationships does not appear on Relationship Report

https://issues.civicrm.org/jira/browse/CRM-21670

CRM-21651 - Activity_Email/SMS_Add - Fix loading failed when no contact is found

Add test for DB error on search add to group CRM-21159

I've also removed an unused parameter & a couple of require_once calls

CRM-21667: Fixed timezone handoff from Drupal6.

CRM-21672 fix intra-rc regression, fatal when deleting participants

Change-Id: Iccbd17d53f07a93c74ce46e9539d1768019a2532

CRM-21656: Backend Membership with Priceset applies taxes twice to line_item

CRM-17647 improve testing on the thousand separator.

As part of fixing thousand separator issues we can use the deprecated flag to identify when the
BAO_Contribution::create is called without skip_clean_money as we want to move all cleaning to
close to submit. First, however, we need to stop calling that function directly in the test suite
(or only call with skip_clean_money if we are specifically testing it).

Am checking how jenkins likes this format (which was no good on 5.3) & will change others if cheerful

Fix mock test data for PaymentProcessor object.

This only affects unit tests. When dummy data is generated for a PaymentProcessor it will be more
usable

CRM-17647 test fixes towards ensuring we never rely on the BAO to clean money.

We need to deprecate out BAO cleaning of money. Test fixes ensure we use the (safe) api rather than BAO::create - no functional change

Minor api tidy up.

It is recommended practice to pass the entity to the api. This minor fix up supports that

CRM-21260: CiviMail compose UI very slow to initialize, CRM-21316: Simplify getRecipients fn

test failure fix

avoid recipient rebuild on preview,sendTest and simple save

CRM-14834 - fix activity export when relationship in export fields

CRM-21423 test that emails are exported for multiple types

I was thinking this might fail but it is passing so let's lock it in
caller

Add recurring contribution link to membership and contribution detail

CRM-17647 fix for currency on batch entry

CRM-17647 test fixes to avoid calling Contribution::create without skipCleanMoney

Fix template variable for contribution_recur_id

CRM-20707 include start/end dates when updating membership

CRM-21684 contact subtype fields prevent inclusion in profile/receipt email

Add API parameter for fix_address

Defaults to true, but lets you skip address fixes if desired.

EXT-56 - dm_install_cvext - Add helper for including extensions

EXT-56 - Add com.iatspayments.civicrm to tarballs

Add abstract core Task class

Convert Event to use core Task class

Fix docblock type definitions

CRM-21683 Standardise filter in mailing summary report

CRM-21623 - Smart Group Relative Date not saving for some fields in Advance Search

CRM-21540 - Add support for auto-complete fields in the batch entry forms

Disable sending email receipt from logged in contact ID / activity source contact

Use fontawesome check for membership auto-renew status and add exclamation for auto-renew but error (eg. subscription cancelled).

Fix typo (very recent)

CRM-21660 Remove use of deprecated function on mapping_type

CRM-21071 - Simplify event location form to not use ajax

This form does not do anything dynamic so ajax was unnecessarily complex.

CRM-21071 fix form to hold id before callling (nasty) block:create

CRM-17647 fix for submitting payment with thousand separator

CRM-17647 membership form fix for thousand processing error.

CRM-21698 move formatting to processor class.

This moves the fix for CRM-16460 to the processor class, providing a helper function.

The fix put number formatting deep into the BAO - when they don't work right
(depending on presence of money_format function I think) negative amounts
become 0

Test fixes, towards CRM-17647

Test fixes towards never calling Contribution::Create without skipCleanMoney

CRM-21701 - ensure street addresses are parsed

Even if USPS street parsing is disabled.

CRM-21334: Replace direct SQL query with BAO save call (to trigger hooks)

Api4 - Update entity directory

CRM-21687 fix issue with MariaDB 10.2 logging query writing due to current_timestamp and timestamp getting () added on the end in Maria10.2

CRM-16421 - composer.json - Include civicrm-setup library

----------------------------------------
* CRM-16421: Work to get CiviCRM for WordPress in WordPress' official Repository
  https://issues.civicrm.org/jira/browse/CRM-16421

CRM-16421 - gitignore - Ignore the flag-file for civicrm-setup

----------------------------------------
* CRM-16421: Work to get CiviCRM for WordPress in WordPress' official Repository
  https://issues.civicrm.org/jira/browse/CRM-16421

CRM-16421 - distmaker - Generate civicrm-*-wporg.zip

Minor api clean up.

Increase places where entity passed to 'basic_create'

CRM-21256 Improve performance of payment processor load

CRM-21524 - CRM\Export - Fix merge contacts when deceased
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