Author Topic: Custom Features (Read 2423 times)

FredJones · July 27, 2007, 12:17:31 am

I have an install of CiviCRM v1.4 rev5609M which I customized in these
two areas AFAIR:

1. Added a Currency dropdown next to the "Total Amount" of
Contributions to allow us to store contributions in their native currency.
2. Custom Mailing Labels format

Neither of these was a major job, but OTOH they are done and working.

Now we need to add a few more features:

1. The currency thing works online but not in the printed receipts. This
should be trivial to add

2. We need two separate concepts for the system: Donations and
Contributions. Donations are monetary donations only and Contributions
are ‘in-kind’ gifts of goods, like tables, chairs and paper. We want to
keep these lists separate.

3. Monetary Donations need to be labeled not only with a type but with a
subtype, meaning that if it's Type A then it must be then also Type 1, 2
or 3 and if Type B then Type 3, 4 or 5. Yes, this could be done by
collapsing the types, but then we can't run a search on all Type A
donations AFAIK.

4. Contributions also have a type and subtype.

I think that is all the major custom stuff we now need.

I have not really kept up with new developments in CiviCRM, but my guess
would be to upgrade to 1.7 or 1.8 and then redo the custom currency
thing, and then as far as the other features, I am open to suggestion. It's Drupal BTW.

We also put in a lot of time importing our dual-language user database,
but I presume that can be maintained by using an upgrade script. I would
hope so anyhow.

Thanks,
Fred

Michał Mach · July 27, 2007, 01:33:58 am

I would definitely start with upgrading to 1.7 (if you want stable, well tested version) or 1.8 (if you want beta version, released yesterday). Or - you might want to install 1.8 on your local sandbox, work on your improvements and by the time you're done, 1.8 will hopefully be stable.

You might want to play with 1.8 demo here: http://demo.civicrm.org/drupal/ and check if functionality you need is already there. From what I know, we don't have any functionality you require in place at the moment, but I'm not an expert in CiviContribute, so I'll leave it to someone else to reply in more detailed way.

One more thing - getting your things done in 1.8 would have additional advantage - we could work together on introducing them back to core CiviCRM if you decide to implement them. :-)

Thx,
m

Dave Greenberg · July 27, 2007, 08:11:56 am

Fred - I think you can accomplish pretty much what you need with 1.7 or 1.8 as follows:
- Use "Contribution Types" to differentiate Monetary from In-kind Contributinos
- Create one or more custom field(s) which extend the "Monetary" contribution type and use that for your sub-types. Make this field(s) searchable.
- Same for the "In-kind" type

This will allow you to search for All "In-kind", All "Monetary" and/or specific sub-types.

FredJones · July 29, 2007, 01:47:00 am

> I would definitely start with upgrading to 1.7

OTOH new features and better security etc. are good, but OTOH if the team isn't using most of the 1.4 features anyway and we have no security or stability issues, the question is, is there really a driving reason to upgrade?

> One more thing - getting your things done in 1.8 would have additional advantage - we could work together on introducing them back to core CiviCRM if you decide to implement them. :-)

This is a good reason. The original currency thing was a bit of a hack, but maybe if it's cleaner, I could submit it.

Quote from: Dave Greenberg on July 27, 2007, 08:11:56 am

Fred - I think you can accomplish pretty much what you need with 1.7 or 1.8 as follows:
- Use "Contribution Types" to differentiate Monetary from In-kind Contributinos
- Create one or more custom field(s) which extend the "Monetary" contribution type and use that for your sub-types. Make this field(s) searchable.
- Same for the "In-kind" type

This will allow you to search for All "In-kind", All "Monetary" and/or specific sub-types.

Ah, I see now that this is quite easy with the 1.8 demo. Yes, this I think would do it no problem. Great. Thank you very much!

Fred.

FredJones · July 30, 2007, 07:52:55 am

One more question. One 1.8 I see:

civicrm_upgradedb_v1.7_v1.8_41.mysql

but I see no 1.7-1.8 for MySQL 4.0. Is there one?

FredJones · July 30, 2007, 08:12:09 am

Oh. Ignore me:

MySQL 4.0 is Not Supported

Support for MySQL version 4.0 has been discontinued. This means that you may encounter various issues and/or unexpected behavior if you atempt to run CiviCRM under MySQL 4.0 and the CiviCRM engineering team will not provide support for debugging or resolving these issues. You are strongly encouraged to upgrade to the current generally available release of MySQL.

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Author Topic: Custom Features (Read 2423 times)

FredJones

Custom Features

Michał Mach

Re: Custom Features

Dave Greenberg

Re: Custom Features

FredJones

Re: Custom Features

FredJones

Re: Custom Features

FredJones

Re: Custom Features