Frig just lost what I wrote
- Ok here's my second attempt at a spec
1)Create new option groups 'financial_record_type'
name Description In_out
grants_in Grants In In
grants_out Grants Out out
2) Allow custom data fields to be assigned by the new types defined above
3) -rename a few fields
Application Date (renamed field) - change descriptive text to 'When was the grant application submitted / received?
Report Completed (renamed field)
4) A new tab should show for each if they choose tabbed or a single tab if they choose inline.
5) The display on the tabs can be uniform using the renamed fields
6) Edit this text
q=civicrm/grant&reset=1
CiviGrant allows you to input and track grants to or from Organizations, Individuals or Households. The grantee/ grantor must first be entered as a contact in CiviCRM. Use Find Contacts to see if there's already a record for them. Once you've located or created the contact record, click View to go to their summary page, select the Grants tab and click New Grant
7) Add Record_type and 'In/ Out' to this search
?q=civicrm/grant/search&reset=1
Add a second summary box for outgoing grants on this page q=civicrm/grant&reset=1. Preferable add an aggregate field
9)All searches / code should assume that additional 'financial_record_types' might be able to be configured in some later civi release (e.g. 'contracts', expenses, erm anything)
Nice to haves
Easier
9) Preferably also create a second option list field like grant_type but call it 'Project'
10) Expose grant statuses
11) Add a 'person responsible field' linked to a contact record
12) Add a field to link the grant to an event - I think this is a pretty common use
Future Thoughts
11) allow contributions to be created linked to the grants record. There could be more than one per record per grant
12) allow activity creation linked to some or all dates fields (ideally this would be a feature of the custom data type so that any date field created could have an activity linked to it
13) transform the data from being grant specific into being custom fields & the display & searchin to being derived from profiles which leads to
14) ability to create other financial record types. People could search by (for example) by project across a few types going in & out (debit and credits some would say) - hey presto - civi-budget.
