Partner Merge: Difference between revisions
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(Created page with 'Several reasons for merging partners: * sometimes an identical partner is created twice in the system. * people get married, and 2 partners become one partner of class FAMILY Is…') |
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* make reports aware of merged partners | * make reports aware of merged partners | ||
* undo is much easier | * undo is much easier | ||
Another thought about the proposal: | |||
* for more complex situations, we would need a new table, p_merged_partner, with primary key consisting of partner key and duplicate partner key. | |||
* other proposal: | |||
** save original partner in blob for unmerge? | |||
** store update sql statements for reverse? dangerous? |
Latest revision as of 10:27, 21 September 2010
Several reasons for merging partners:
- sometimes an identical partner is created twice in the system.
- people get married, and 2 partners become one partner of class FAMILY
Issues with 2.x solution:
- Data was changed in the whole database, eg. donor keys of gifts etc
- Undo when merging by mistake is very difficult, could only be done manually
- difficult to do an audit on the data
Proposal:
- add a database field to the partner table to make the merged partner point to the main partner
- hide the merged partner in the find screens, and only show the main partner
- make reports aware of merged partners
- undo is much easier
Another thought about the proposal:
- for more complex situations, we would need a new table, p_merged_partner, with primary key consisting of partner key and duplicate partner key.
- other proposal:
- save original partner in blob for unmerge?
- store update sql statements for reverse? dangerous?