collective.contact.core and collective.contact.widget : contact management for plone

collective.contact.core and collective.contact.widget :

Contact Management for Plone

Cédric Messiant (Ecréall),PLOG 2013cedricmessiant@ecreall.com

https://github.com/cedricmessiant

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self.context

➢ Common need for 2 Belgian institutions : mail handling system➢ 3 days sprint in Brussels in december 2012➢ People involved :

➢ Gauthier Bastien (IMIO)➢ Stephan Geulette (IMIO)➢ Vincent Fretin (Ecréall)➢ Cédric Messiant (Ecréall)➢ Frédéric Peters (Entrouvert)

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Why a new product ?

➢ Dexterity➢ Create independent modules usable with other contact products : separate content types, vcard export and user interface➢ Our « vision » of the notion of contact

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The general idea

➢ The organization chart of a company or institution changes little➢ The people in this organization change often➢ In a professional context, we want to send a mail to the company CEO, not to John Doe➢ We want to define the organization chart and attach people to it

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Content types

➢ Directory➢ Organization➢ Position➢ Person➢ Held position

The organization chart

links between persons and organization chart

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Content types : directory➢ Defines the available organization types, organizations levels and position types, contains persons and « root » organizations➢ Example : the military

➢ organization types : navy, army, air force➢ organizations levels : corps, division, company,

regiment, squad, …➢ position types : general, sergeant, colonel, captain,

admiral, ...

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Content types : organization

Foobar's army

Corps B

Alpha company

Corps A

Beta company

LH squad G squad

TR division

corps corps

companydivision

squad squad

company

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Content types : position

Foobar's army

Corps B

Alpha company

Corps A

Beta company

LH squad G squad

TR division

Army general

Alpha division's captain

LH squad's sergeant

G squad's sergeant

G squad's scout

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Content types : person

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Content types : held positionFoobar's army

Alpha company

Corps A

LH squadG squad

Army general

Alpha division's captain

LH squad's sergeant

G squad's sergeant

G squad's scout

From 5/25/1940 to 11/9/1945

From 6/1/1962 to 1/6/1967

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Content types : held positionFoobar's army

Alpha company

Corps A

LH squadG squad

Army general

Alpha division's captain

LH squad's sergeant

G squad's sergeant

G squad's scout

From 6/1/2011to ?

From 8/3/2011to ?

From 11/11/2009To 11/12/2013

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collective.contact.widget

➢ Anyone should be able to add a contact when he needs it➢ We don't want doubles in the directory➢ Encourage the user to search in the directory before to add a new contact➢ A widget to ease the use of contacts➢ Demo

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More

➢ Contact information dexterity behavior : phone numbers, address, email, … (used for person, organization and position content types)➢ VCard export

BEGIN:VCARDVERSION:3.0ADR:6bis;bâtiment D;rue Jean Moulin;Colombey les deux églises;;52330;Fra nceBDAY:1901­11­22EMAIL;TYPE=INTERNET:charles.de.gaulle@armees.frFN:Charles De GaulleN:De Gaulle;Charles;;Général;ORG:Armée de terreROLE:Général de l'armée de terreTITLE:Général de l'armée de terreEND:VCARD

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from __future__ import collective.contact.*

➢ Enhance views for most content types :➢ eea.facetednavigation for directory➢ Show full tree on organization➢ Show held position links on organization and position

➢ Use contacts from LDAP and PostgreSQL➢ VCard mass export

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Thank you

Vincent Fretin : vincentfretin@ecreall.com Cédric Messiant : cedricmessiant@ecreall.com

https://www.github.com/collective/collective.contact.core

https://www.github.com/collective/collective.contact.widget