Details

    • Type: Sub-task
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 4.3.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      Create a new report under Billing > Reports called the Client Data Portability report. This should be named internally under /reports/client_data/client_data.php.

      This report should support the new JSON format for reports (CORE-2688).

      The report needs to accept a client ID as a filter option (it must be given). If possible an auto-complete feature to search for the client and set the ID in the form dynamically would be a nice addition.

      The report must return ALL client-related information within reason, excluding encrypted data, data not personally identifiable, irrelevant (e.g. system-level data), or of other resources (e.g. files).

      1. Contacts
        • Users
      2. Services
        • Service meta data (not encrypted data)
      3. Invoices
        • Invoice line items
      4. Transactions
        • Transactions applied to invoices?
      5. Logs
        • User log in logs
        • Contact update logs
        • Not email logs (they should have already received the email)
      6. Payment accounts (not encrypted fields)
      7. Plugin information (must call the Report.clientData event for all plugins)
        • The plugin information should probably be appended to the dataset keyed as "_plu" concatenanted with the plugin ID, and the value would be the data retrievewed by the plugin

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            • Assignee:
              jonathan Jonathan Reissmueller
              Reporter:
              tyson Tyson Phillips (Inactive)
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              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                15/Jun/18

                Time Tracking

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                Time Spent - 1 hour, 35 minutes Remaining Estimate - 53 minutes
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                Logged:
                Time Spent - 1 hour, 35 minutes Remaining Estimate - 53 minutes
                1h 35m

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