CiviCRM Core issueshttps://lab.civicrm.org/dev/core/-/issues2022-05-24T14:07:07Zhttps://lab.civicrm.org/dev/core/-/issues/2736Searchkit - can't export more than x rows2022-05-24T14:07:07ZeileenSearchkit - can't export more than x rowsI'm not sure the exact limit but there IS a limit to how many rows can be exported through search kit and it's not that high. The issue is the url itself becomes too long to be accepted - so we wind up with a 414 error
I think we need t...I'm not sure the exact limit but there IS a limit to how many rows can be exported through search kit and it's not that high. The issue is the url itself becomes too long to be accepted - so we wind up with a 414 error
I think we need to think of another way to pass this list than via a url - potentially even the dreaded prev_next cache.
![image](/uploads/692290f1cf5edf0e62ff792078b0a62f/image.png)
@colemanw @totten what do you think the right approach is - to save to the prev-next cache & pass along a key to reference the results?https://lab.civicrm.org/dev/core/-/issues/2734Search kit / afform allow default for filters2021-08-05T02:27:08ZeileenSearch kit / afform allow default for filtersWe would really like to be able to configure a default for our filters - ie in the screenshot below the ideal would be to be able to specify the default filter for date as 'this calendar month'.
![image](/uploads/3b012f7a67bb728523877a...We would really like to be able to configure a default for our filters - ie in the screenshot below the ideal would be to be able to specify the default filter for date as 'this calendar month'.
![image](/uploads/3b012f7a67bb728523877a2b357f577e/image.png)https://lab.civicrm.org/dev/core/-/issues/2732SearchKit: have a quick Export task2021-09-02T17:11:13ZbgmSearchKit: have a quick Export taskCurrently, users can export from SearchKit using the traditional Export wizard of CiviCRM, which requires users to select a mapping and a few other options.
As a user, I would like to be able to quickly export the data as seen on the sc...Currently, users can export from SearchKit using the traditional Export wizard of CiviCRM, which requires users to select a mapping and a few other options.
As a user, I would like to be able to quickly export the data as seen on the screen.5.42.0https://lab.civicrm.org/dev/core/-/issues/2722Search kit - totals2023-09-07T05:03:27ZeileenSearch kit - totalsI had a super nice experience using search kit + afform to do a reconciliation last night. Being able to swap out the financial type & have it update without the overhead of a quick form reload was great & I was able to set up the contri...I had a super nice experience using search kit + afform to do a reconciliation last night. Being able to swap out the financial type & have it update without the overhead of a quick form reload was great & I was able to set up the contributions to edit in a popup via a link
What would have made it better would have been a grand total for the filtered results - I had to keep refreshing my civi-report to get totals
@colemanw just one for your mental list of feature requestshttps://lab.civicrm.org/dev/core/-/issues/2704Search kit request - calculated field in display2023-07-31T14:53:02ZeileenSearch kit request - calculated field in displayFeature request for the option to have calculated fields in search displays e.g a field that displays SUM('custom_money_field' + 'total_amount') - or COALLESCE('nick_name', 'first_name')Feature request for the option to have calculated fields in search displays e.g a field that displays SUM('custom_money_field' + 'total_amount') - or COALLESCE('nick_name', 'first_name')https://lab.civicrm.org/dev/core/-/issues/2703Not possible to set the location type (address, mail, telephone) to a specifi...2021-08-31T08:28:06ZNadaillacNot possible to set the location type (address, mail, telephone) to a specific valueWhen I create a form, I would prefer to set the mail type to a specific value and not present this field to the user. Like in a CiviCRM profile.
I cannot find the field in the list of fields for the values to be set.
![Address_type](/u...When I create a form, I would prefer to set the mail type to a specific value and not present this field to the user. Like in a CiviCRM profile.
I cannot find the field in the list of fields for the values to be set.
![Address_type](/uploads/b7b7db251b7aa404cc0a0d94a6fbe8fc/Address_type.png)colemanwcolemanwhttps://lab.civicrm.org/dev/core/-/issues/2458Feature Request: API endpoint to trigger rebuild paths2021-03-14T14:07:46ZhescoFeature Request: API endpoint to trigger rebuild pathsOverview
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As a devops engineer responsible for automating the installation, upgrade, and migration of CiviCRM, I want an API endpoint which I can invoke with the cv utility to run the rebuild path...Overview
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As a devops engineer responsible for automating the installation, upgrade, and migration of CiviCRM, I want an API endpoint which I can invoke with the cv utility to run the rebuild paths script, accessible through the gui on the drupal platform at: /civicrm/admin/setting/updateConfigBackend?reset=1
Current behaviour
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Currently, performing this operation requires that
I visit a webpage on the running installation, at:
/civicrm/admin/setting/updateConfigBackend?reset=1 leanup Caches, then a >_Reset Paths button.
Proposed behaviour
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I can already use `cv flush` to accomplish the first task.
I next need a new option to `cv` which will invoke this process,
and to have that process documented at `cv -h`.homotechsualhomotechsualhttps://lab.civicrm.org/dev/core/-/issues/2361SearchKit - group by query, add fields for aggregated value in Form Builder2021-02-17T13:34:23ZsamuelsovSearchKit - group by query, add fields for aggregated value in Form BuilderIt would be good to have the ability for the end-user to filter on the actual columns value of a search. Even better if we are able to filter on any column, displayed or not to the user.
For example, if we do a column to display the sum...It would be good to have the ability for the end-user to filter on the actual columns value of a search. Even better if we are able to filter on any column, displayed or not to the user.
For example, if we do a column to display the sum of total donation amount for each contact, the end-user should be able to add a filter on the sum.
One simple real example of search I would like to reproduce:
![ksnip_20210204-175019](/uploads/ed9ad9f3d2ba37c9f9e5d74873e0b511/ksnip_20210204-175019.png)https://lab.civicrm.org/dev/core/-/issues/3543Provide warning for mailings that are being edited to prevent Mailing not sav...2024-02-12T05:03:28ZlarsssandergreenProvide warning for mailings that are being edited to prevent Mailing not saved errors.In our org, we have multiple users who might need to edit the same mailing. Unfortunately, this creates the possibility that someone leaves the mailing open and someone else opens it and begins editing, leading to the "Mailing not saved....In our org, we have multiple users who might need to edit the same mailing. Unfortunately, this creates the possibility that someone leaves the mailing open and someone else opens it and begins editing, leading to the "Mailing not saved. Content may be out of date" error (and tears and hair loss due to lost changes). In our case, this is mostly one user putting together a mailing and another user editing it, fixing formatting errors, etc. It's very hard to train users who are used to Google Docs not to leave the tab open, leading to the need for rigid hand off procedures. We've been trying to get people trained for years, but this continues to be an issue that we waste a lot of time on.
Would it be feasible to add some kind of warning that would warn another user who wants to open another mailing that is already open for editing? I'm thinking just setting a flag on the mailing with a 30 minute expiration, which is updated every time the mailing or content is saved. The flag would be unset when the user exits the mailing. Mailings with the flag would have a warning on the draft mailings screen that would say "Someone else may be editing this mailing" or a warning before opening the mailing. This won't be a perfect solution, but I think it would prevent 95% of problems.
We're using Mosaico, but I think this would be implemented in core and apply to both kinds of mailings.https://lab.civicrm.org/dev/core/-/issues/2315CiviCRM Event, Feature Request. Expand the Require participant approval? feat...2023-06-16T05:03:32Zjustinfreeman (Agileware)CiviCRM Event, Feature Request. Expand the Require participant approval? feature to allow automatic approval based on contact being in one of specified list of Groups / Smart GroupsThis is a feature request. It would be useful to expand the Require participant approval? feature for Events to allow automatic approval based on contact being in one of specified list of Groups / Smart Groups. Thus when someone register...This is a feature request. It would be useful to expand the Require participant approval? feature for Events to allow automatic approval based on contact being in one of specified list of Groups / Smart Groups. Thus when someone registers, if they exist in any of the groups they are approved. If not, then their Participant Status is waiting for approval.
This feature would provide a more automated and intelligent approach for approving participants for an event, without requiring manual human intervention, as is the case currently.
Would require a documentation update, https://docs.civicrm.org/user/en/latest/events/online-event-registration/#participant-approval
Agileware Ref: CIVICRM-1647https://lab.civicrm.org/dev/core/-/issues/2279Proposal - add hook alterIndices2023-08-04T05:03:24ZeileenProposal - add hook alterIndicesProposal - add hook alterIndices to ```CRM_Core_DAO_AllCoreTables::indices()``
The above function returns the indices that should exist according to our schema and we have the apiv3 function System.updateindexes to reconcile the
indic...Proposal - add hook alterIndices to ```CRM_Core_DAO_AllCoreTables::indices()``
The above function returns the indices that should exist according to our schema and we have the apiv3 function System.updateindexes to reconcile the
indices that do exist against those that should.
However, the stock indices are not perhaps better viewed as a guideline. At WMF we have removed some (e.g contribution_status_id) that are not good for performance and added others (eg. nick_name, preferred_language) that are helpful to us but perhaps not universally applicable.
Since we try to keep our development installs in line with production it's useful for us to be able to reconcile against our tweaked set of indices - and possibly to share or at least document them.
Adding a hook would be helpful here - although it would be more helpful if there were a UI to view & individually add missing indices. I somewhat contemplate doing this UI - but I'm not 100% sure where it would sit - probably a core extension that promotes itself after upgradeshttps://lab.civicrm.org/dev/core/-/issues/2277Expose option value ccreate metadata to the api2023-06-09T05:03:30ZeileenExpose option value ccreate metadata to the apiOverview
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I'm proposing we move metadata about option values from the form to somewhere accessible.
Example use-case
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Via the api, or via any new form laye...Overview
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I'm proposing we move metadata about option values from the form to somewhere accessible.
Example use-case
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Via the api, or via any new form layer we switch to, we should be able to access the metadata to build the form or interface without interacting with quickform
Current behaviour
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The form 'knows' things like
- if the option group is participant status or participant role then 'filter' should be exposed and called 'Counted'
- visibility should be exposed for participant status
- for some option groups is_default should be exposed
- if the name is participant listing then description should be text not a wysiwig
- for greetings there is an array of options for filter
- for payment instruments financial_account_id is required, for existing ones the default can be loaded
Proposed behaviour
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I'll flesh this out a bit more if I get buy in but I'm thinking we add metadata for option groups in a similar way to settings, but more optional.
Comments
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I have a specific interest in payment_instrument_id - it seems it can't currently be created as an 'mgd entity and I feel that should be possible and financial_account_id should be accepted for it by the api and preferably have a defaulthttps://lab.civicrm.org/dev/core/-/issues/2275Feature Request: Add action to bulk de-activate or re-activate a relationship2021-01-19T03:29:33Znc3man - karlFeature Request: Add action to bulk de-activate or re-activate a relationshipOverview
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When performing a search and selecting a number of contacts on return, there is an action to "Add relationship to - ..." That works great, but annually we need to set a number of relation...Overview
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When performing a search and selecting a number of contacts on return, there is an action to "Add relationship to - ..." That works great, but annually we need to set a number of relationships inactive (is_active=0) to not only disable the relation but so the history shows up in the contacts Relationships view as Inactive relationships. Additionally, we annually need to re-activate some of these relationships (is_active=1). Our staff would prefer to simply disable/enable via the Actions pull-down after selecting a group of contacts to either de-activate or re-activate a relationship. The request is to add a few actions in the pull-down post-search to (i) disable a relationship; (ii) re-enable a relationship.
Example use-case
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The context for our organization, a bike coalition, is that we have a number of bike clubs as organizational contacts. Within each bike club, we have their members as individual contacts and we tie members to their club(s) via a relation. Since bike club members come and go annually, we go through a process of adding, disabling, or re-enabling individuals to the various bike clubs to which they belong. This annual process must be done for up to thousands of contacts and it is either completely tedious for non-technical staff or requires SQL expertise at the risk of damaging our database. This use case would apply to any CiviCRM organization that has a number of sub-organizations, each of which has multiple individual members which change at some frequency.
Current behavior
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Our non-technical staff can only **Add** a **new** relationship from the Actions pull-down to do any bulk relationship operations. To do what we want, they can click on a single individual, click on the relationship and disable any active relationship. Alternatively, they can Enable an inactive relationship from the list under Relationships. This can be done one at a time by non-technical staff - hours of tedious, error-prone mouse clicks.
Staff who have access to the database and are familiar with SQL can set is_active=0 (or 1) as in this example:
> UPDATE civicrm_relationship
SET is_active=0
WHERE contact_id_b=384 AND relationship_type_id=17
AND (contact_id_a=386
OR contact_id_a=389
OR contact_id_a=390);
In that case, contact_id_a are 3 individuals, contact_id_b=384 is a bike club and relationship_type_id=17 indicates "Club Member of"
There may be unintended consequences with such a query, although it has been our go-to action for the past couple years.
Proposed behavior
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1. Perform any search and select contacts from the result.
2. Under Actions, we would like these additional actions
- Disable relationship to - Individual
- Disable relationship to - Household
- Disable relationship to - Organization
- Enable relationship to - Individual
- Enable relationship to - Household
- Enable relationship to - Organization
Alternatively, to avoid the pull-down being too long, you could just have one item "Relationship operation" and that could pop up a dialogue to select Individual, Household, Organization, as well as Add, Disable, Enable, and I suppose Delete might be a 4th thing to add.
Comments
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It would be nice if there were an API function to do this as well. A less attractive, but still possibly useful way to perform what we need to do on thousands of contacts annually would be to provide an API function with args (contact_id_a, contact_id_b, relationship_type_id) and the ability to add|disable|enable|delete through the API csv import function which is now available directly under Civi > Administer. The API function with entities included in API csv import would seem to be useful as a first step, anyway, to the Actions pull-down interface.https://lab.civicrm.org/dev/core/-/issues/2274Feature request: Include a "Aggregate Amount Filter" for "Top donor" report2023-06-08T05:03:23ZtapashFeature request: Include a "Aggregate Amount Filter" for "Top donor" reportI think the report does what it should but I was think would be a great addition to include a "Aggregate Amount Filter" for "Top donor" report.I think the report does what it should but I was think would be a great addition to include a "Aggregate Amount Filter" for "Top donor" report.https://lab.civicrm.org/dev/core/-/issues/2128Scheduled Reminders don't pick up changes to Templates2023-09-02T05:03:22ZTony Maynard-SmithScheduled Reminders don't pick up changes to TemplatesCiviCRM 5.29
We have observed the following behaviour with a Scheduled Membership Reminder using an Email Message Template. When the Template used by a Reminder is edited, the Reminder continues to use the old text and does not pick up ...CiviCRM 5.29
We have observed the following behaviour with a Scheduled Membership Reminder using an Email Message Template. When the Template used by a Reminder is edited, the Reminder continues to use the old text and does not pick up the change. This is still happening a few days later. Clearing caches doesn’t help.
Looking behind the scenes I can see that if a Reminder is set up to use a Template, then the record in the civicrm_action_schedule table contains a link to the Template, but also a copy of the Template content. That copy doesn’t get updated when the Template is changed. If a different Template is selected, then that text is picked up correctly.
Is there any reason for this behaviour, since it looks like a bug to me?https://lab.civicrm.org/dev/core/-/issues/2112Find Contribution searches only Completed contributions by default2023-05-19T05:03:17ZyashodhaFind Contribution searches only Completed contributions by defaultOn *Find Contribution* screen, it seems the behavior in upgraded version changed to only search Completed contributions due to the default being pre-set in the Search form. (please check attached screenshot).
Earlier version
![pre_upgra...On *Find Contribution* screen, it seems the behavior in upgraded version changed to only search Completed contributions due to the default being pre-set in the Search form. (please check attached screenshot).
Earlier version
![pre_upgrade](/uploads/91af97baf2f8a3461a8de0e26491e50b/pre_upgrade.png)
Dmaster
![dmaster](/uploads/cb3f3b690f7fd549b3d82038058644a2/dmaster.png)
This can cause confusion as typically the *Pending* payments are the ones that need to be looked into.yashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/2026Feature Request - CiviCRM Profile, change field order method to drag'n drop t...2020-09-17T09:48:03Zjustinfreeman (Agileware)Feature Request - CiviCRM Profile, change field order method to drag'n drop to reduce errors and increase speedCiviCRM Profile, change field order method to drag'n drop to reduce errors and increase speed when re-organising the order of fields. When a lot of fields are included on a Profile, the current method is very time consuming and prone to ...CiviCRM Profile, change field order method to drag'n drop to reduce errors and increase speed when re-organising the order of fields. When a lot of fields are included on a Profile, the current method is very time consuming and prone to error.
Agileware Ref: CIVICRM-1560https://lab.civicrm.org/dev/core/-/issues/3592(MOVED) [Feature] Please give us the option to disable subtotals for Soft Cre...2022-06-11T14:55:06Zswebervna(MOVED) [Feature] Please give us the option to disable subtotals for Soft Credit Contribution ReportsIssue moved to: https://lab.civicrm.org/dev/report/-/issues/51Issue moved to: https://lab.civicrm.org/dev/report/-/issues/51https://lab.civicrm.org/dev/core/-/issues/1859Recurring Contributions: Custom field of type Date Date Select is ignored dur...2023-04-01T05:03:34ZatheiaRecurring Contributions: Custom field of type Date Date Select is ignored during searchesOverview
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Custom fields of type Date applied to Recurring Contributions are ignored in at least Contact Advanced Searches. The search returns results as if the custom date field in question is lef...Overview
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Custom fields of type Date applied to Recurring Contributions are ignored in at least Contact Advanced Searches. The search returns results as if the custom date field in question is left empty entirely.
https://chat.civicrm.org/civicrm/pl/pde69cq1stfdpg6oesi4jzihir
Reproduction steps
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1. Click on **Administer-> Customize Data and Screens -> Custom Fields**
2. Click on **Add set of Custom Fields**
3. Enter a Set Name, set **Used for** to **Recurring Contributions**, and click **Save**.
4. Add a Field label, Set **Data and Input Field Type** to **Date**, set **Date Format** to **mm/dd/yy**, **Is this Field Searchable?** : **Yes**, and click **Save**.
5. Create a recurring contribution (e.g. on dmaster: https://dmaster.demo.civicrm.org/sites/all/modules/civicrm/extern/rest.php?entity=ContributionRecur&action=create&api_key=userkey&key=sitekey&json={"contact_id":203,"amount":5,"frequency_interval":1,"frequency_unit":"month","is_test":1,"contribution_status_id":"In Progress"})
6. Find the contact for whom the recurring contribution was created, click on **Contributions** then **Recurring Contributions**, then **edit** next to the one you created.
7. Fill in 07/02/20 for your custom date field.
8. Click on **Search** -> **Advanced Search**
9. Click on **Contributions** -> **Recurring Contributions** -> **All Recurring Contributions**, click Search. You will get your user
10. Click **Edit Search Criteria** -> in your custom date field, set **Today**, click Search.
You will still get your search result, even though you filtered by a date that should not have matched.
Current behaviour
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You will still get your search result, even though you filtered by a date that should not have matched.
Expected behaviour
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You should get 0 search results (if the above scenario was followed exactly), because your search filter should have excluded all records.
Environment information
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* __Browser:__ _Firefox Quantum 68.10.0esr_
* __CiviCRM:__ _5.29.alpha1(dmaster)/5.26.2_
* __PHP:__ _dmaster/7.4__
* __CMS:__ _Drupal (dmaster)/Drupal 7.72_
* __Database:__ _dmaster/Ver 15.1 Distrib 10.1.45-MariaDB, for Linux (x86_64) using readline 5.1_
* __Web Server:__ _dmaster/Nginx 1.19_
Comments
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This is the first time I've reported an issue — apologies if I missed anything!
Let me know if there is anyway I can help.
Best wishes,
Alexhttps://lab.civicrm.org/dev/core/-/issues/3353No way to empty the cart procedurally or via a URL2024-01-05T05:03:31ZTomAndersonNo way to empty the cart procedurally or via a URLHow do we get rid of anything in the cart? For example, if it's after 1 hour, we may want to dump the entire cart.
For example, could I do an AJAX call like this? `{crmURL p='civicrm/event/empty_cart' q="reset=1" fb=1}`
I'm not seeing ...How do we get rid of anything in the cart? For example, if it's after 1 hour, we may want to dump the entire cart.
For example, could I do an AJAX call like this? `{crmURL p='civicrm/event/empty_cart' q="reset=1" fb=1}`
I'm not seeing anything to this effect.
Alternately, how can we do this procedurally (in PHP).