Archive for the 'CiviCon 2010' Category

Raw Notes: New York State Senate Presentation: Technical Details, Usability and Scope

Kyle Jaster from Rayogram

  • http://civicrm.org/blog/3711
  • Rayogram planned and developed features with the intent to contribute them back to the larger Civi community
  • When approaching projects like that, you need to think about how you can abstract your requirements so that they fit more use cases than just yours
  • Tackled all of the core-related work first, so that bug fixes got into CiviCRM svn and can be easily pulled to facilitate the more customized aspects of dev for the project

NYSS Use Case

  • typical contact tracking with a few custom profile fields
  • extensive use of CiviCase and Activities
  • integration with legacy mass mail solution (for now, CiviMail possible in the future)
  • nearly standalone - very few Drupal features used
  • big database, lots of records!

Optimization

  • did a lot of testing & improvements to make sure it would work for NYSS
  • many of these improvements will be part of CiviCRM 3.2 release
  • worked with core
  • memcache support
  • Apache Solr search

Front End

  • usability improvements, new features, increased “themeability” of CiviCRM
  • usability improvements
    • formalized the workflow in the UI - built in ways to go about the work (search, view, edit, repeat) - make that implicit in the UI
    • pulled out nav bar to avoid confusion for end users
    • consistent styling of forms
    • clean up look and feel, reduce visual clutters
    • restyled Contact Summary to reduce visual noise
    • unbolded field labels so that content is more prominent and easily scanned rather than focus on labels
    • when clicking on help links, help pops up consistently in one spot (for them, bottom right corner of the screen)
    • looks like they somehow implemented vertical tabs?
    • increased quality of page titles - things that you’re doing are laid out in the page title for better context
    • buttons: added semantic icons to buttons
    • themeability and design tweaks
    • separate out structural CSS, eases dev work in refining UI, prep future “custom css” directory
    • vertical tabs that are shown in demo aren’t going to be in CiviCRM core yet, but Kyle will publish the CSS
  • New Features
    • context-sensitive Actions module
    • ability to edit contact info from any screen, not just returning to Summary
    • Summary Overlay - as of 3.2, when you hover over a contact in search results, it pulls up basic profile info
    • Free-Tagging Contacts, Cases, and Activities
    • reserved = not editable by a general user
    • CiviCase dashboard elements as dashlets on Contact dashboard