Details
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Type:
Sub-task
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: None
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Fix Version/s: 4.3.0-b1
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Component/s: Staff Interface
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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).
- Contacts
- Users
- Services
- Service meta data (not encrypted data)
- Invoices
- Invoice line items
- Transactions
- Transactions applied to invoices?
- Logs
- User log in logs
- Contact update logs
- Not email logs (they should have already received the email)
- Payment accounts (not encrypted fields)
- 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
Issue Links
Activity
Tyson Phillips (Inactive)
created issue -
Tyson Phillips (Inactive)
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Component/s | Staff Interface [ 10000 ] |
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
| Description |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export event for all plugins) #* The plugin information should probably be appended to the dataset keyed as "_ext" concatenanted with the plugin ID, and the value would be the data retrievewed by the plugin |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
| Description |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Client # Contact # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
| Description |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Client # Contact # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Client #* Users #* Contacts # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
| Description |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Client #* Users #* Contacts # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Contacts #* Users # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
Tyson Phillips (Inactive)
made changes -
| Description |
Create a new report under *Billing > Reports* called the _Client Data Portability_ report.
This report should support the new JSON format for reports ( 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). # Contacts #* Users # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # Plugin information (must call the Cliens.export 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 |
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 ( 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). # Contacts #* Users # Services #* Service meta data (not encrypted data) # Invoices #* Invoice line items # Transactions #* Transactions applied to invoices? # Logs #* User log in logs #* Contact update logs #* Not email logs (they should have already received the email) # Payment accounts (not encrypted fields) # 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 |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 2 hours, 28 minutes [ 8880 ] | |
| Worklog Id | 11181 [ 11181 ] |
| Remaining Estimate | 0 minutes [ 0 ] | 2 hours, 28 minutes [ 8880 ] |
| Time Spent | 2 hours, 28 minutes [ 8880 ] | 0 minutes [ 0 ] |
| Worklog Id | 11181 [ 11181 ] | |
| Worklog Time Spent | 2 hours, 28 minutes [ 8880 ] |
Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 2 hours, 28 minutes [ 8880 ] | 1 hour, 43 minutes [ 6180 ] |
| Time Spent | 0 minutes [ 0 ] | 45 minutes [ 2700 ] |
| Worklog Id | 11190 [ 11190 ] |
Automated transition triggered when Jonathan Reissmueller created pull request #450 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Assignee | Jonathan Reissmueller [ jonathan ] |
| Remaining Estimate | 1 hour, 43 minutes [ 6180 ] | 53 minutes [ 3180 ] |
| Time Spent | 45 minutes [ 2700 ] | 1 hour, 35 minutes [ 5700 ] |
| Worklog Id | 11193 [ 11193 ] |
Automated transition triggered when Tyson Phillips (Inactive) merged pull request #450 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
Tyson Phillips (Inactive)
made changes -
