Partner Merge

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Revision as of 13:35, 16 November 2009 by Pokorra (talk | contribs) (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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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