CiviCRM Core issueshttps://lab.civicrm.org/dev/core/-/issues2023-11-02T14:29:14Zhttps://lab.civicrm.org/dev/core/-/issues/4350Proposal: Smart Group Profiler to help identify slow smart groups2023-11-02T14:29:14ZlarsssandergreenProposal: Smart Group Profiler to help identify slow smart groupsSlow smart groups are a problem that I'm sure we've all experienced. It's difficult for users to guess which of their potentially many smart groups is exceptionally slow or if they just have too many, each taking a little time. @JonGold ...Slow smart groups are a problem that I'm sure we've all experienced. It's difficult for users to guess which of their potentially many smart groups is exceptionally slow or if they just have too many, each taking a little time. @JonGold has a [profiling script](https://gist.github.com/MegaphoneJon/59089c1e155645a438af41051bca7ce7), but that's not accessible to many. I'm sure many orgs would be happy to cut or re-work their slow smart groups if it meant they could use the listing accordion on individual contacts, etc — but they just don't know which ones they need to cut!
What I propose is a Smart Group Profiler in Admin that lets admin users easily check their smart groups in the UI. Here's a quick sketch:
- The user can select groups to profile or leave the select empty to profile all (active, non-hidden) smart groups
- The user can select to run once or average up to three times, to reduce the potential for random variation
- The profiler queues CRM_Contact_BAO_GroupContactCache::add for each group, in random order
- Once the queue finishes, the user gets a table with average time and links to edit the Smart Group criteria for each
I'd be happy to do this as an extension, but it also seems like something that address a core problem, so I think it makes sense to have in core.5.67.0https://lab.civicrm.org/dev/core/-/issues/4324Add Contribution Page settings for Review and Make Contribution button text2023-11-23T07:47:54ZlarsssandergreenAdd Contribution Page settings for Review and Make Contribution button textContribution Pages can be important to some organizations who do a lot of fundraising. It would be nice if the buttons were customizable, so they could say 'Donate', 'Give', 'Get Membership' or whatever the user might want.
Proposal: Ad...Contribution Pages can be important to some organizations who do a lot of fundraising. It would be nice if the buttons were customizable, so they could say 'Donate', 'Give', 'Get Membership' or whatever the user might want.
Proposal: Add two fields to Contribution Pages: review_button_text and submit_button_text. These settings could live on the main settings tab, underneath "Use a confirmation page?" with review_button_text hidden and shown conditionally. If these are populated, use these values, if not, fall back to the default (Contribute or Review your contribution followed by Make Contribution).https://lab.civicrm.org/dev/core/-/issues/3520Proposal: Splitting up delete contacts permission / new permission "CiviCRM s...2024-03-03T05:03:25ZAndreasandreas.howiller@civiservice.deProposal: Splitting up delete contacts permission / new permission "CiviCRM soft delete contacts"?Overview
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Currently CiviCRM already has a distinction between soft deletion and permanent deletion of contacts: With the permission _CiviCRM: delete contacts_ you're able to put a contact into the ...Overview
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Currently CiviCRM already has a distinction between soft deletion and permanent deletion of contacts: With the permission _CiviCRM: delete contacts_ you're able to put a contact into the trash bin. Users with the additional permission _CiviCRM: access deleted contacts_ can then permanently delete these contacts. In many usecases this is fine – e.g. when you might just want to prevent temporary volunteer workers from accidently deleting contacts permanentely. However there are very common use cases where an explicit distinction between a soft and a hard delete permission would be needed:
Example use-case 1: Allow restoring but _not_ (hard) deleting contacts
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Your're glad your temporary volunteers help taking care of your contacts. And you feel safe allowing them (soft) deletion, too, as you're happy with the fact that only a few of your colleagues have the permission to delete these contacts permanently. What you would also like, however, is for them to be able to view and restore the deleted contacts to fix mistakes.
Current behaviour
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When you allow users to soft delete contacts and to view the bin to restore contacts, this combination also allows permanently deleting contacts.
Proposed behaviour
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In combination with a new permission _CiviCRM: soft delete contacts_ the permission _CiviCRM: access deleted contacts_ would allow this use case.
It seems like there had been a workaround for that around the permission _CiviCRM: edit all contacts View, Edit and Delete ANY CONTACT in the CiviCRM database_ which is not working anymore ([see this discussion on StackExchange](https://civicrm.stackexchange.com/questions/42008/allow-deletion-of-contacts-but-not-in-trash)).
Example use-case 2: Allow deduplication but _not_ (hard) deleting contacts
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You deal a lot with event submissions and imports, so deduplication is very important for you. That is why you want your team to be able to deduplicate and also to fix mistakes by looking in the trash. But you don't want everybody to delete contacts in trash.
Current behaviour
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Same like in use-case 1 except that even the broken workaround mentioned there would not work here as _CiviCRM: merge duplicate contacts_ requires the delete contacts permission.
Proposed behaviour
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In combination with a new permission _CiviCRM: soft delete contacts_ the permissions _CiviCRM: merge duplicate contacts_ plus _CiviCRM: access deleted contacts_ would allow this use case.
Comment
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Since this would mean touching a basic thing and might have some unexpected consequences in practice or in code (I'm not a developer) a broader discussion would be great :-)https://lab.civicrm.org/dev/core/-/issues/3014Proposal: Explore adding hooks to allow plugins to track database queries, e....2023-04-23T20:13:36ZBradley TaylorProposal: Explore adding hooks to allow plugins to track database queries, e.g. to enable integration with plugins like Query MonitorOne of my favourite plugins in the WordPress space is [Query Monitor](https://wordpress.org/plugins/query-monitor/). Among other things it allows you to monitor at a glance what database calls have been made for a specific request, makin...One of my favourite plugins in the WordPress space is [Query Monitor](https://wordpress.org/plugins/query-monitor/). Among other things it allows you to monitor at a glance what database calls have been made for a specific request, making it easy to spot inefiencient code and queries.
Currently CiviCRM does not have anything analogous to this. The [CiviCRM docs recommend using the MySQL query log](https://docs.civicrm.org/dev/en/latest/tools/debugging/#viewing-a-query-log-from-mysql), but this isn't easy to view at a glance, and it doesn't make it easy to correlate queries to sepecific web requests. CiviCRM's database queries don't show in Query Monitor because CiviCRM does not use WordPress' `WPDB` class. Therefore, I've been looking to see if it would be possible to extend Query Monitor to know about CiviCRM's database queries. Its reasonably easy to make this work if you patch the `CRM_Core_DAO::query` method to the following:
```
public function query($query, $i18nRewrite = TRUE) {
// rewrite queries that should use $dbLocale-based views for multi-language installs
global $wpdb, $dbLocale, $_DB_DATAOBJECT;
if ( defined( 'SAVEQUERIES' ) && SAVEQUERIES ) {
$wpdb->timer_start();
}
if (empty($_DB_DATAOBJECT['CONNECTIONS'][$this->_database_dsn_md5])) {
// Will force connection to be populated per CRM-20541.
new CRM_Core_DAO();
}
$conn = &$_DB_DATAOBJECT['CONNECTIONS'][$this->_database_dsn_md5];
$orig_options = $conn->options;
$this->_setDBOptions($this->_options);
if ($i18nRewrite and $dbLocale) {
$query = CRM_Core_I18n_Schema::rewriteQuery($query);
}
$ret = parent::query($query);
if ( defined( 'SAVEQUERIES' ) && SAVEQUERIES ) {
$wpdb->num_queries++;
$wpdb->queries[] = array(
$query,
$wpdb->timer_stop(),
$wpdb->get_caller(),
$wpdb->time_start,
array(),
'trace' => new QM_Backtrace( array(
'ignore_frames' => 1,
)),
'result' => is_countable($ret) ? count($ret) : 1
);
}
$this->_setDBOptions($orig_options);
return $ret;
}
```
Esentially the `$wpdb->queries` array is being populated with knowledge of the CiviCRM database queries, which query monitor can then read.
With this in place you can start to see some interesting insights. For example, we can see that the new mailing screen contains a number of database queries that are reapeated 40 times each, which is probably ripe for optimisation:
![Screenshot_2022-01-02_at_14.13.41](/uploads/117036cbf7cb970e93c7399eeb436f64/Screenshot_2022-01-02_at_14.13.41.png)
The WordPress admin bar shows the total count of queries (243) combined from both CiviCRM and WordPress.
Hacking the core files works for my purposes, but obviously doesn't allow for this to be packaged into a distributable plugin. Therefore, I think it'd be cool if there were a generic hook at the end of `CRM_Core_DAO::query` which could be used to save the query information in a format ameanable to Query Monitor. Alternatively CiviCRM could copy WordPress idea of the `$wpdb->queries` array, creating an array of queries which plugins like Query Monitor could make use of (in WordPress this is behind a flag so there is no performance hit when not in a development environment).
I've not given too much thought to exactly how this hook should look, but before I take this further (e.g. to the Pull Request state) it'd be good to get some views from the community:
- Is this something others in the community would find useful if this were distributed as a plugin?
- Does anyone know of plugins similar to Query Monitor in the Drupal or Joomla space which may benifit from this type of solution?
- Would people find this sort of hook useful for other use cases - for example, for writing debugging tools native to CiviCRM.
Keen to get others views on this one. I'll be interested to know what people think.https://lab.civicrm.org/dev/core/-/issues/2866Start phasing out 'preferred_mail_format'2024-02-27T05:03:24ZeileenStart phasing out 'preferred_mail_format'Preferred mail format was the idea of sending a message in html or text or both depending what you knew about their preferrences. However, mostly this is an email client setting - you send both and the client deals with it.
We actually ...Preferred mail format was the idea of sending a message in html or text or both depending what you knew about their preferrences. However, mostly this is an email client setting - you send both and the client deals with it.
We actually invest quite a lot of code & unnecessary queries into this feature & when it came up there was general support for removing it. I also included it in the dev digest on 12 Sep 2021 - so I think we are a couple of emojis away from concept approval on this
https://github.com/civicrm/civicrm-core/pull/21426#pullrequestreview-751423307https://lab.civicrm.org/dev/core/-/issues/1987Fix theme configuration section on Display preference and improve `isFrontend...2020-10-14T01:27:41Zswastik-compucorpFix theme configuration section on Display preference and improve `isFrontendPage` function for Drupal CMSProblem Motivation
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While working on the Drupal web-forms, when we are using CiviCRM fields (like payment processors) on the Drupal webform pages, the CiviCRM current theme JS and CSS files were le...Problem Motivation
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While working on the Drupal web-forms, when we are using CiviCRM fields (like payment processors) on the Drupal webform pages, the CiviCRM current theme JS and CSS files were leaking (rendering) on the Drupal webform page. This was making the page styling more difficult as one has to first reset the leaking CSS and then style on top of them. Also, there were some bootstrap JS libraries (when Shoreditch is the CiviCRM) file which was loading on the page. So, if a developer wants to develop a bootstrap based Drupal 7 themes and try to style the CiviCRM components, the Shoreditch bootstrap JS files conflicts with Drupal 7 bootstrap theme JS files.
To fix this we had to find a way to stop CiviCRM to apply its theme assets. The best way of it is to find a way in CiviCRM which will contextually select/deselect a CiviCRM theme on Drupal CMS pages. And apparently, the CiviCRM core provides such a feature under the display preference page to select different Front-end and Back-end theme. Unfortunately, this feature was not for Drupal CMS and hence the issue.
Problem Overview
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For the Drupal CMS, the CiviCRM doesn't provide separate configurations for setting the frontend theme (FE) and the backend theme (BE). This is however present for other CMS integrations
For Drupal, on the Display Preference page, we only have one option for setting the global theme and it sets the BE only and the user can only set the BE.
![3ffa703e-9774-4224-abb0-c967b809dbef](/uploads/821e12db022a5accb4c5d8f7d8063ae3/3ffa703e-9774-4224-abb0-c967b809dbef.png)
The problem with this is that the Drupal User couldn't set the front end theme and the backend theme separately. So, to fix this we remove [the extra if logic](https://github.com/civicrm/civicrm-core/blob/master/templates/CRM/Admin/Form/Preferences/Display.tpl#L210-L225) just for Drupal CMS which hides the configuration for the FE-theme and BE-theme and loads the configuration for drupal as well. This will print both the configuration fields.
![3403e6d0-6a80-4e20-ac50-bd24190cc858](/uploads/d9efbd1d109e2bb15b0938debda8e32e/3403e6d0-6a80-4e20-ac50-bd24190cc858.png)
Also, the CiviCRM theme CSS was leaking on drupal pages too which uses the CiviCRM fields (and in turn called `civicrm_initialise()` function). This is because `$config->userSystem->isFrontEndPage()` function is buggy for Drupal CMS as it return `false` if the user opens a drupal public page. This is because [`isFrontEndPage()` function ](https://github.com/civicrm/civicrm-core/blob/master/CRM/Utils/System/DrupalBase.php#L658-L664))doesn't take care of the corner case of page URLs which are not CiviCRM's one. As it only checks if the URLs is a CiviCRM public URL
```
$item = CRM_Core_Menu::get($path);
// What if `$item` is empty?
return !empty($item['is_public']);
```
If `$item` is empty (that means it's a non-CiviCRM page) even then it returns `false` because the logic is incomplete. It doesn't check if the `$item` is empty.
This [fix](https://github.com/civicrm/civicrm-core/pull/18322) addresses both these issues.
Example use-case
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1. Click on **Administration -> Customise data and screens -> Display preference**.
2. Go to `Theme` section
Current behaviour
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![3ffa703e-9774-4224-abb0-c967b809dbef](/uploads/821e12db022a5accb4c5d8f7d8063ae3/3ffa703e-9774-4224-abb0-c967b809dbef.png)
Proposed behaviour
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![3403e6d0-6a80-4e20-ac50-bd24190cc858](/uploads/d9efbd1d109e2bb15b0938debda8e32e/3403e6d0-6a80-4e20-ac50-bd24190cc858.png)5.31.0https://lab.civicrm.org/dev/core/-/issues/1356Add user friendly way to report issues2023-01-19T05:03:35ZRichAdd user friendly way to report issues
We should have a way from within CiviCRM to provide the user with a template they can use to submit an issue.
See https://github.com/civicrm/civicrm-core/pull/15665#issuecomment-548268840
Having an "issue reporting" helper could just...
We should have a way from within CiviCRM to provide the user with a template they can use to submit an issue.
See https://github.com/civicrm/civicrm-core/pull/15665#issuecomment-548268840
Having an "issue reporting" helper could just do that paperwork for me so I could copy and paste.
- might reduce the barrier to contributing
- might get more accurate data (civicrm version, nginx, php, browser...) leading to quicker fixes
- we have better control of the template - could ask questions intereactively to generate it.
- we would have space to explain things like gitlab/hub to users.
- (one day could use api to search/report to gitlab!)homotechsualhomotechsualhttps://lab.civicrm.org/dev/core/-/issues/1214Suggest to add a system status check that checks if trigger/view definer is t...2023-06-06T05:03:18ZDaveDSuggest to add a system status check that checks if trigger/view definer is the same db user as in civicrm_settings.phpIt comes up semi-regularly for people who are moving sites around or setting up staging/live where the trigger/view definer is the db user on the other site, and so errors happen. A system status check could point this out and point you ...It comes up semi-regularly for people who are moving sites around or setting up staging/live where the trigger/view definer is the db user on the other site, and so errors happen. A system status check could point this out and point you to the link to rebuild triggers. I don't think it should do it automatically because there might be a legit reason you purposely made them different, although that does seem unlikely for a civi site.
I can add this to my rainy-day todo list. It's just not going to be at the top.https://lab.civicrm.org/dev/core/-/issues/1111Move upload_max_filesize warning to system check2022-11-20T21:49:18ZAndie HuntMove upload_max_filesize warning to system checkCurrently the `CRM_Utils_Number::formatUnitSize()` function [does a check](https://github.com/civicrm/civicrm-core/blob/358a1864ba3c5a3fc3ff65f03b3db045ea2199a8/CRM/Utils/Number.php#L107-L118) for whether the `upload_max_filesize` in PHP...Currently the `CRM_Utils_Number::formatUnitSize()` function [does a check](https://github.com/civicrm/civicrm-core/blob/358a1864ba3c5a3fc3ff65f03b3db045ea2199a8/CRM/Utils/Number.php#L107-L118) for whether the `upload_max_filesize` in PHP is smaller than the maximum upload size in your site settings.
1. The message calls the php.ini setting "upload_max_size", which will lead people astray.
2. This really should be a system check that you see well before you are about to upload something.
There's a similar check in there if `post_max_size` is smaller than `upload_max_filesize`. This should also move to the system check.https://lab.civicrm.org/dev/core/-/issues/5060Automated reminder to people that didn't subcribe to groups they applied subs...2024-03-14T22:45:20Znikola.mladenovicAutomated reminder to people that didn't subcribe to groups they applied subscription forOverview
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Subscribing for newsletter usually ends up as a one way street, if they want to have subscribers and be under wing of GDPR. If the user doesn't confirm their subscription, they would eith...Overview
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Subscribing for newsletter usually ends up as a one way street, if they want to have subscribers and be under wing of GDPR. If the user doesn't confirm their subscription, they would either have to find original email or resubscribe if they cant find it, but usually users just forget they did subscribe.
Recommended improvement was discussed on Mattermost to check if such feature existed in civicrm and few users did raise concern and that they would like to have this feature request:
[Mattermost chat](https://chat.civicrm.org/civicrm/pl/bg6x9u7qmf8fdkwn8tz4o9ft1r )
Current behaviour
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Subscribing to newsletter only sends email as user applies for newsletter
Proposed behaviour
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Scheduled job for example, which would check if there are any users which are pending for some groups, check the date they applied and then send another nudge for user to join in. This feature should be limited to only once per fresh request for all pending users. Proposal for after how much this automated schedueld job would contact users should be a week, 2 weeks, month, 2 months, 3 months.
Comments
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_Anything else you would like the reviewer to note._https://lab.civicrm.org/dev/core/-/issues/4576Proposal: Unique Identifier/Field references for input fields in Form Builder2023-09-14T13:23:58Zsimon.hermannProposal: Unique Identifier/Field references for input fields in Form Builder## Overview
We propose to add a way to reference fields via an unique identifier in order to use the field value elsewhere on the field, e.g. the success page proposed in issue #4569 or on another page of a multi-page form.
Proposed use...## Overview
We propose to add a way to reference fields via an unique identifier in order to use the field value elsewhere on the field, e.g. the success page proposed in issue #4569 or on another page of a multi-page form.
Proposed uses of this feature are:
* setting the value of another field
* setting input fields in a form processor
The field reference should be automatically generated when creating a new field but be editable, if needed.
## Use case
Donation form:
* set default value for account holder based on field values “first name”, “last name”
* show chosen amount of donation on the next page
* use “first name” and “last name” as well as “donation amount” for success page to confirm donation and say thank you
## Current behavior
Not implemented
## Proposed behavior
Every field has an auto-generated field reference. Using the field reference, the field value can be shown on the form.https://lab.civicrm.org/dev/core/-/issues/4574Proposal: Suggestions for multi-page forms with Form Builder2023-09-14T12:59:56Zsimon.hermannProposal: Suggestions for multi-page forms with Form Builder## Overview
We are happy to see that there is a plan to implement multi-page forms. To enable the users to navigate the form efficiently, it would be great if the following two features are included
- Users should be allowed to navigat...## Overview
We are happy to see that there is a plan to implement multi-page forms. To enable the users to navigate the form efficiently, it would be great if the following two features are included
- Users should be allowed to navigate between pages, even if not all required fields on the current page are filled. This allows users to get an overview of the overall (multi-page) form.
- There should be an option to move to the next or previous page, but also an additonal menu that allows the users to move directly to a specific page of the form. It would also be great if the names of the pages could be set.
- (Optional) Have a representation of the current progress of the form. This should show on which page of the current form I am, in e.g. page 1 of 4 pages (maybe as a progress indicator as welll).
## Example use-case
1. Have additional buttons that allow moving forward or backward on the form
2. Have an option to add a navigation menu to a multi-page form where the names of the pages can be set as well.
3. Have an option for multi-page form, to add a progress indicator, with options to either show the current page number compared to the overall number of pages or similar to a graphical progress bar.
## Current behaviour
The option for multi page forms is not implemented yet.
## Proposed behaviour
Be able to separate the form into multiple pages. Have buttons to navigate to the next or previous page, even if not all required fields are filled and have an additional menu, which allows the user to navigate to one specific page. Have an option to add a progress indicator.https://lab.civicrm.org/dev/core/-/issues/4573Proposal: Add preliminary submission to the Form Builder2024-03-12T13:28:32Zsimon.hermannProposal: Add preliminary submission to the Form Builder## Overview
For longer and more complex forms, users may want to extend the process of filling out a submission form across several browser sessions. Therefore, it would be great to be able to submit/save a partially completed form as a...## Overview
For longer and more complex forms, users may want to extend the process of filling out a submission form across several browser sessions. Therefore, it would be great to be able to submit/save a partially completed form as a preliminary submission and finalise the data later. Complex forms, such as grant applications, could be started and then completed when all the required information is collected. We would suggest adding a "Continue Later" or "Preliminary Submission" button to allow submissions even if not all required fields are filled in.
There would be 2 options for handling the pre-submitted data.
Option 1: The data will be saved in a submission log, but not yet processed in CiviCRM. Using a unique identifier for the submission entry as an URL parameter will load the data from the submission log into the form.
Option 2: Data is processed and stored directly in CiviCRM, meaning contacts, cases or other entities are already created or updated. The form can be edited later using URL parameters and retrieval of defaults.
The user receives a personalised link that allows them to continue with the form. This means that fields such as an email address must be marked as 'required for preliminary submission'. We suggest that this additional option for any input field is only displayed if a "continue later" button is added to the form itself.
At our CiviSprint in Zeitz, Germany, there was a preference for the second option by clients who wanted to use this functionality for their grant application process. It is helpful for clients to be able to see a partially submitted application in order to support the applicant during the application process.
## Example use-case
1. Add an additional button called 'Resume later'.
2. This adds the option on each field to be 'required for preliminary submission'.
## Current behaviour
- When a form is submitted, all required fields have to be filled.
## Proposed behaviour
- There is a new button that allows a (preliminary) submission even if not all required fields are filled.
- Fields can be marked as be required when the new button is triggered.
- A personalised link is sent to the user, which allows to reopen the form with the pre-filled data.https://lab.civicrm.org/dev/core/-/issues/4572Proposal: Retrieval of Defaults w/ Form Builder and Form Processor2023-09-18T12:24:16ZMariaVProposal: Retrieval of Defaults w/ Form Builder and Form ProcessorOverview
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At the CiviSprint in Germany we found out that Submission forms (Form Builder) currently do not support use cases such as self-service forms that allow users to check and change their exi...Overview
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At the CiviSprint in Germany we found out that Submission forms (Form Builder) currently do not support use cases such as self-service forms that allow users to check and change their existing contact data.
A lot of Wordpress projects use CalderaForms together with Form Processor to transfer the data to CiviCRM. In CalderaForms there is an option to activate Retrieval of Defaults:
![grafik](/uploads/912921154b32fbf34052c77dcf79b597/grafik.png)
As well as in Form Processor:
![grafik](/uploads/8802a13e8aa75798be4a25bfa9126fcf/grafik.png)
Caldera Forms allows passing URL parameters to the form processor – e.g. a contact CiviCRM ID along with a checksum to prove that the user is allowed to see and edit data for this particular contact, as a way of authentication without requiring a login. These URLs look as follows:
_https//link.org/example-page/cid={contact.contact_id}&{contact.checksum}_
With this information the form processor can retrieve data from within CiviCRM when the form is loaded and prefill fields in the form.
What works in the Form Builder already?
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- Adding Form Processor as an entity
- Using Form Processor fields for a form
- Submitting/Creating data entered in submission form
- Using the entity id as an URL parameter (requires login)
What is missing?
----------------------------------------
- Option to enable retrieval of defaults (like in CalderaForms) to fill forms with existing data.
- Forms that work for anonymous users, using a checksum for authentication
Comments
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If you need any further information, please let me know.
I could assist in setting up an example in a test environment since I am not able to implement this function myself.https://lab.civicrm.org/dev/core/-/issues/4349Migrate "Edit Profile" popup to SearchKit/FormBuilder, kill BackBone2023-06-09T09:14:03ZcolemanwMigrate "Edit Profile" popup to SearchKit/FormBuilder, kill BackBoneCiviCRM includes an entire javascript framework stack, Backbone + Marionette, and only uses it to do one thing: the "Edit Profile" popup.
It wouldn't be quite the same, but I think we could make something equivalent *enough* using Search...CiviCRM includes an entire javascript framework stack, Backbone + Marionette, and only uses it to do one thing: the "Edit Profile" popup.
It wouldn't be quite the same, but I think we could make something equivalent *enough* using SearchKit and Afform and kill off Backbone once and for all.https://lab.civicrm.org/dev/core/-/issues/4273Allow double opt-in email (and other emails that you don't want a reply from)...2023-07-05T23:48:40ZJamie Novick - CompucoAllow double opt-in email (and other emails that you don't want a reply from) to use a user configured "mail from" address**How it works currently:**
Currently CiviCRM forces the double opt in email to an email address which is:
the words "do not reply" + the domain of the site from your default mail account configured here: https://dmaster.demo.civicrm.o...**How it works currently:**
Currently CiviCRM forces the double opt in email to an email address which is:
the words "do not reply" + the domain of the site from your default mail account configured here: https://dmaster.demo.civicrm.org/civicrm/admin/mailSettings?reset=1
https://github.com/civicrm/civicrm-core/blob/6f14847526226279076f63cc472afc18f2ce27e6/CRM/Core/BAO/Domain.php#L364
**What is the issue?**
The problem with this is that the default mail account email domain (used for bounce handling), may not be the same domain that you want to use as the from address for your double opt in emails (or for any other email that you don't want a reply from).
**Proposed solution**
We already have a place to configure the available from addresses in the system. This is the option group here: https://dmaster.demo.civicrm.org/civicrm/admin/options/from_email_address?reset=1
As such I would suggest that:
1. We create a new setting on the CiviMail component settings (https://dmaster.demo.civicrm.org/civicrm/admin/setting/preferences/mailing?reset=1) (suggest this is below "Enable Double Opt-in for Profiles which use the "Add to Group" setting":
- called "Email From Address to use where a reply is not expected".
- Field type - single select,
- Options to show from available "Email From Addresses" here: https://dmaster.demo.civicrm.org/civicrm/admin/options/from_email_address?reset=1.
- Not required
- Help: "Specify an Email From Address to use when the system sends an email but a reply is not expected, for example when a user is sent an email for a double opt-in. Leaving this blank will use the default which will be do-not-reply@default_domain where the default_domain will be the email domain address of your default mailing account also used for bounce handling. You can add additional Email From Addresses here [link to admin/options/from_email_address?reset=1].
2. If an email address is specified in the setting above it should be used instead of the current hardcoded default value.
**Next steps**
We're happy to submit a PR for this so if we can get this concept approved we will submit a core PR asap.
Thankshttps://lab.civicrm.org/dev/core/-/issues/3444Contribution balance token2023-09-24T22:55:47Zmagnolia61Contribution balance tokenOverview
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Would it be technically easy and functional desired to have contribution balance token?
Example use-case
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We would like to advocate for an contrib...Overview
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Would it be technically easy and functional desired to have contribution balance token?
Example use-case
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We would like to advocate for an contribution balance token
Current behaviour
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1. We want to send our customers an email with the amount due, or the amount that is pending refund.
2. There is a balance field in the event participant context. But this is absent in the contribution context.
Proposed behaviour
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A custom token field like {contribution.balance} is available in the contribution context
Comments
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Eileen opened an issue to enable a balance field for api4 (and an total paid field): https://lab.civicrm.org/dev/core/-/issues/2890https://lab.civicrm.org/dev/core/-/issues/3035Notify updates to unapproved extensions2023-11-13T05:03:21ZwmortadaNotify updates to unapproved extensionsOverview
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I've noticed that updates aren't flagged for some CiviCRM extensions. In this particular case we weren't being shown updates for the [Transactional Emails Extension](https://civicrm.org/...Overview
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I've noticed that updates aren't flagged for some CiviCRM extensions. In this particular case we weren't being shown updates for the [Transactional Emails Extension](https://civicrm.org/extensions/transactional-emails). I'm guessing that this is because this particular extension isn't approved for automated distribution.
I think it makes sense that some extensions aren't shown in the UI for installation, but if they have been installed and they are listed on civicrm.org I think the UI should flag when there is an update. I had presumed that the updates would show up so was surprised that they hadn't.
Current behaviour
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System Status only shows available updates for extensions that are approved for automated distribution.
Updates for other extensions aren't shown so the user may assume that the extension is up to date.
Proposed behaviour
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System Status shows available updates for **all** extensions that are listed on civicrm.org.
Comments
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Potentially this could be extended to also show updates for extensions that aren't listed on civicrm.org but are publicly available on GitLab or GitHub.
Related issue #2548
Workarounds
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For those that can't wait for this to be implemented in core, there is an extension that provides this functionality here: https://lab.civicrm.org/extensions/allavailableupgrades
See also this post on StackExchange about a [settings change that will show all available upgrades](https://civicrm.stackexchange.com/questions/39299/does-the-system-status-check-and-upgrade-version-check-only-list-available-updat/).https://lab.civicrm.org/dev/core/-/issues/2928Expand Gender options?2024-01-16T16:07:07ZJoeMurrayExpand Gender options?Overview
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Currently core has a Gender field with options in tarball of: Male, Female, Other. There has been a great deal of social change in this area with widespread use of additional terms. In ad...Overview
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Currently core has a Gender field with options in tarball of: Male, Female, Other. There has been a great deal of social change in this area with widespread use of additional terms. In addition, it might be useful to have default questions and options for whether a contact is transgendered and what pronouns they would like.
Example use-case
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1. Click on **Contacts -> New Individual**.
1. Enter **First Name** and **Last Name** and click **Save**.
Current behaviour
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![2021-10-26_11-46-51](/uploads/f5985494ccec6ce0c0c143cc688014b2/2021-10-26_11-46-51.png)
Proposed behaviour
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I'm going to break up the proposal into several parts that can be discussed and possibly approved separately.
1. Add to the list of gender options after Other: Prefer not to specify.
2. After Male and before Other, insert new gender options: Non-binary, Genderfluid.
2. Change from Female to Female/woman and from Male to Male/man.
3. Change the Gender field from single select to multiselect.
4. Add a new core field under Gender: Are you transgender? Yes, No, Prefer not to specify.
5. Add a new core field under the above: What pronouns do you use? He/him/his, She/her/hers, They/them/theirs, Zie/hir/hirs, Other.
6. Make the field for Pronouns multiselect.
An alternative that might make sense is to do some of this in an extension. Another alternative would be to assist with best practices by providing questions or options but defaulting to disabled.
Comments
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Here is a note from an organization that works in this area in response to my query on behalf of a client for a longer list of genders:
> Coming up with a universal list of terminology to describe trans people can be difficult, since the exact terms used to describe the concepts involved varies dramatically from language to language and culture to culture. While trans communities in Canada and the US tend to use the same terminology, it can vary even with other majority Anglophone countries, to say nothing of the rest of the world.
>
> There is a lot of discussion out there in the data world about how best to record sexual orientation and gender identity (or “SOGI”) data, and best practices depend on the field in question. That said, a good starting point is to divide things into four questions framed like so:
>
> 1. What is your gender? (select all that apply)
> a. Female/woman
> b. Male/man
> c. Non-binary
> d. Genderfluid
> e. Other
> f. Prefer not to specify
>
> 2. Are you transgender?
> a. Yes
> b. No
> c. Prefer not to specify
>
> 3. What pronouns do you use? (select all that apply)
> a. He/him/his
> b. She/her/hers
> c. They/them/theirs
> d. Zie/hir/hirs
> e. Other
>
> Breaking things out like this has several advantages. First, it recognizes that “transgender” is not itself a gender identity, but is an umbrella category that includes certain men, women, and non-binary and genderfluid people. It simplifies the first question, keeping a shorter list for people to have to scroll through to find the proper term to describe themselves. It also allows organizations to easily modify the list to fit their specific use cases – an organization working in Samoa or with a significant Samoan population could add “fa’afafine” to the list while one dealing with a significant Native/First Nations population could add “two-spirit.”
>
> It also permits trans individuals to interact with the organization without either lying or outing themselves, by not forcing them to select either (for example) “cisgender woman” or “transgender woman.” (If you’re not familiar with the term, ‘cisgender’ is a word indicating a person who is not ‘transgender’.) In fact, it also allows the organization to sort their data in such a way that they don’t unnecessarily out trans people to staff and volunteers, by allowing them to pull a list of all women or all men that doesn’t automatically flag whether or not they are transgender.
>
> In addition, it reflects the fact that not all non-binary and genderfluid people consider themselves to fit under the “transgender” umbrella – this is a complicated issue that’s largely unknown outside of the larger LGBTQ community, and is often disregarded by organizations working with these communities.
>
> Finally, it flags the most useful information – what pronouns to use when referring to the person – into a separate easy to reference field that can be included on a display screen or other record without being specifically tied to someone’s transgender status.
>
> Of course, this is only scratching the surface of the issues that might be relevant to a specific organization’s needs. For instance, they should also consider having a separate “legal name” and “preferred name” field – the former is something that would only be referenced when writing checks or otherwise transacting business in the person’s legal name, but have the “preferred name” be what actually displays for all other interactions with the person. This would also allow cisgender people who primarily go by a short form, initials, or nickname to have that be displayed instead of their full name.
>
> A medical organization, meanwhile, might need to collect information on whether or not someone is intersex, or what their “gender assigned at birth” is, and there can be a lot of ways to capture this information based on how the organization interacts with its staff and patients.
>
> For additional discussion on collecting SOGI data, with multiple examples, please take a look at these resources:
>
> https://www.thetrevorproject.org/wp-content/uploads/2021/07/Measuring-Youth-Sexual-Orientation-and-Gender-Identity.pdf
>
> https://williamsinstitute.law.ucla.edu/quick-facts/survey-measures/JoeMurrayJoeMurrayhttps://lab.civicrm.org/dev/core/-/issues/2916Alter default frequency for scheduled reminders job2021-11-05T17:46:04ZwmortadaAlter default frequency for scheduled reminders jobAs [discussed on Mattermost](https://chat.civicrm.org/civicrm/pl/hcnos88x3pdzdgfkqbjbdktggh) with @bgm, the default for sending scheduled reminders is daily. This seems too infrequent, particularly if you have event reminders to be sent ...As [discussed on Mattermost](https://chat.civicrm.org/civicrm/pl/hcnos88x3pdzdgfkqbjbdktggh) with @bgm, the default for sending scheduled reminders is daily. This seems too infrequent, particularly if you have event reminders to be sent and want to send a reminder e.g. 2 hours before the event starts.
I propose that the default is changed to hourly.
The default is set here: https://lab.civicrm.org/dev/core/-/blob/ca09f9073ec01ba0a67e1c435213dea878069299/xml/templates/civicrm_data.tpl#L16835.45.0