Zurmo CRM bug fixes and feature requests for PDF template module
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$250-750 CAD
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Bug Fixes to a currently made custom module in Zurmo CRM.
Confirmed Issue:
- Fields below refer to Default fields of the model, custom fields added in Designer, custom fields coded into the model file that get installed via SchemaUpdate command.
- Any fields that are taken out of the layout (i.e. Detail and Edit View), when saving the new record, those field becomes NULL.
- Any fields that are later placed back in the layout (i.e. Detail and Edit View) or any newly created fields being added to the layout, when saving the new record, those fields become blank instead of NULL.
- Fields that are not NULL and are blank will not throw an exception and will render the field into the PDF document as blank.
- Fields that are NULL will throw an exception and or break the PDF document by not exporting any data after the affected field.
Proposed solution:
- Add a check for both NULL and blank values to skip them from being rendered into the PDF document during the export. (Applies to all fields for all modules).
Steps to Reproduce:
On a clean installed instance - Using the ‘department’ field in this test case:
1: Create a PDF Template > Call it 'opportunity_page' using this snippet below, this will render the member's information that is assigned to the grievance in the exported PDF.
Contacts Module Relational Data
{% for key, contact in [login to view URL] %}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{{[login to view URL]}}
{% endfor %}
2: Create an Employer
3: Create a Collective Agreement Article
4: Go to the Designer > Members > Layouts Tab > Configure Detail and Edit View > here remove the 'Department' field from the layout.
5: Create a Member (This view no longer has department) When creating this member the 'department' field will be NULL in the database.
6: Create a Grievance > Attach the employer and collective agreement article to this grievance. Add a member to this grievance using the portlet.
7: View the grievance in details view. Select Options > Export PDF > You will see the error it throws.
Feature Requests:
- PDF template modal picker on export for each module. (Example: PDF grievance template with all notes, PDF grievance template with only grievance information. PDF grievance with only member information).
- Add column for PDF Template Name. - To be used in the new modal selector and list view instead of the current "shortcut" as the name.
- Ability to import PDF Templates into the system just like importing data for other modules like members and collective agreement articles.
- PDF Template for grievances - when exporting a single grievance (opportunity_page), an error is thrown and cannot find a function called "getFileAttachments".
- PDF Template for grievances - when exporting a single grievance (opportunity_page), an error is thrown and cannot find a function called "getFileAttachments".
- Ability to have a custom file name prefix for the generated PDF - currently has the module_name as the file name. Ability to set the this in the PDF Template details/edit view.
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