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Automate Primary Contact lookup management

Open davidmreed opened this issue 4 years ago • 4 comments

ACs:

  • The Primary Contact lookup on the Membership is synchronized with the Is Primary field on the Membership Contact Role

Design:

  • Create triggers on Membership and on Membership Contact Role that maintains this field (insert, update, and delete)

davidmreed avatar Sep 23 '20 17:09 davidmreed

Reopened - when a second Contact Role is set as Primary, the original 'primary' contact role is not marked as not primary and there are 2 primary contact roles.

AC:

  • A membership may only have 1 primary contact role at a time
  • When a non-primary contact role has the 'primary' box checked, all other contact roles should be marked as NOT primary, and the Primary Contact lookup on Membership should be updated to the Contact of the MCR that was newly updated to 'primary'

D-McGovern avatar Jun 10 '21 20:06 D-McGovern

hope to find time for this (this week), so far extended tests in scratch org to test it

mhumpolec avatar Jun 29 '21 13:06 mhumpolec

This has an open PR specific to the issue, but in Metecho the issue is related to this branch https://github.com/SFDO-Community-Sprints/MembershipSchemaAndBenefits/tree/metecho/june-2021-emea-sprint__ensure-only-one-primary-contact-role-at-a-time-on-membership which was never merged.

https://metecho.herokuapp.com/projects/membership-schema-and-benefits/epics/june-2021-emea-sprint/tasks/ensure-only-one-primary-contact-role-at-a-time-on-

kreynen avatar Jan 31 '23 23:01 kreynen

I will reroll this in a new epic in Metecho

kreynen avatar Mar 07 '23 17:03 kreynen