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  • Searching for Soft Credits and Relationships
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Author Topic: Searching for Soft Credits and Relationships  (Read 1242 times)

CiviTeacher.com

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Searching for Soft Credits and Relationships
July 07, 2010, 04:45:02 pm
Looking for functionality that will do one of the following:

1. Search relationships by type and group
   i.e. All "Employee/er relationships that exist in group X" returned in pairs of contacts, in a 2 column result that is similar in layout to the matching contacts report

2. Search for contribution soft credits by name
   i.e. enter a contact name, return all contributions that have a soft credit related to that contact

Advanced Search and Search Builder have no Soft Credit capabilities.  I saw that there is a "Soft Credit Report" in the Reports section but this doesn't allow name searching that I could see, unless I am missing something.

Do these functions exist?

If not, do any of the senior developers have thoughts or estimates about extending core functionality to allow these two search capabilities?

Thanks!
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Kurund Jalmi

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Re: Searching for Soft Credits and Relationships
July 07, 2010, 11:44:42 pm
I would recommend developing custom search for these 2 cases. It should be 30-50 hours .

Kurund
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CiviTeacher.com

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Re: Searching for Soft Credits and Relationships
July 08, 2010, 09:38:00 am
Does either search have a place in the Core code?  It seems like these searches might be useful to others.
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Donald Lobo

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Re: Searching for Soft Credits and Relationships
July 08, 2010, 09:41:30 am

yes, they can be included in core as custom searches or extend the existing custom searches/reports to handle them. the latter seems a better option

lobo
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Dave Greenberg

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Re: Searching for Soft Credits and Relationships
July 09, 2010, 09:47:14 am
Adding a 'Name' criteria to the Soft Credit report seems like a good approach and should be pretty simple. If you submit w/ a patch we'll incorporate in core distro.
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Re: Searching for Soft Credits and Relationships
July 09, 2010, 01:08:00 pm
Thanks Greenberg,

I will look into adding the following filters:

Contributor Internal Contact ID
Soft Credit Internal Contact ID

How would it handle name?  Does it want First, Last or Display name, or all three.

If this is over my head or outside my budget allowance I'll consider hiring Webacess to do it, thanks.

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Dave Greenberg

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Re: Searching for Soft Credits and Relationships
July 09, 2010, 04:48:18 pm
Generally for "name" filter - we do a LIKE search on sort_name. Check the custom Activity Search for an example. CRM/Contact/Form/Search/Custom/ActivitySearch.php around line 255.

BTW - what's the use case for filtering on contact IDs ???
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Re: Searching for Soft Credits and Relationships
July 09, 2010, 08:11:52 pm
I thought Contact ID would be a unique identifier, that would be easy to search by.  During the import process CiviCRM uses either email, external id, or internal id to import the soft credit.  The same might be useful for searching.  But if not, I will avoid this approach to use Contact IDs and simply use sort name.

By the way, I have asked others in the past but have not gotten an answer yet.  What is the procedure or format for submitting a "patch"?  Where are the docs on the proper way to submit a patch?  To whom or what is the patch submitted?  I have never submitted a patch.
« Last Edit: July 09, 2010, 08:16:55 pm by Stoob »
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Dave Greenberg

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Re: Searching for Soft Credits and Relationships
July 12, 2010, 12:07:23 pm
Including ContactID in exports from the report or search makes sense (and I think may happen automagically).

Submitting a patch:
- Create an Issues Tracker issue (if one doesn't already exist)
- Create a patch file against affected file(s) - for new features generally create patch against an SVN revision of the file from "trunk":http://svn.civicrm.org/civicrm/trunk/

Info on creating and using patch files is here:
http://en.wikipedia.org/wiki/Patch_%28Unix%29

- Attach patch file to the issue tracker issue - include comment verifying the version and revision of the files the patch applies to
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Re: Searching for Soft Credits and Relationships
July 12, 2010, 04:00:54 pm
thanks for the thorough answer, appreciate it
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Searching for Soft Credits and Relationships

This forum was archived on 2017-11-26.