Support desk blog: How to collect organization / household information via drupal's "My Account"

This blog post is courtesy of IRC user (huf, Mihaly Berenyi). The question is how do you get a permisioned user to edit organization information from the Drupal My Account Page. The answer surprising is quite simple :)

• Create an organization profile and check "My Account" in the used for settings
• Ensure that the user's relationship with the organization is permissioned, i.e. the user has the permission box checked to edit the organization
• Apply the patch at the end of this post

huf modified the civicrm.module file to check if a profile is of type organization. If it is, he checks if the user has any permissioned organization and if so, switches the contact ID around and loads the organization data. The profile code does the rest of the work and updates the organization record. We can apply the same principle to expose and allow users to update their household record

A few things still need to be done:

• Handle the view case and display the organization profile data
• Handle the case where a user is permissioned for multiple organization(s). We could potentially do this by introducing more tabs into the screen dynamically. (some drupal magic needed here)
• Extend the code to handle households

Index: civicrm.module
===================================================================
@@ -485,9 +485,12 @@
     $weight = 100;
     foreach ($allUFGroups as $key => $value) {
         if ( $value['is_active'] ) {
-            $ufGroups[] = array( 'name'   => $value['name'],
-                                 'title'  => $value['name'],
-                                 'weight' => $weight );
+            $ufGroups[] = array(
+                                'name'   => $value['name'],
+                                'title'  => $value['name'],
+								'group_type' => $value['group_type'],
+                                'weight' => $weight
+                                );
             $weight += 10;
         }
     }
@@ -541,27 +544,34 @@
 {
     require_once 'CRM/Core/BAO/UFMatch.php';
     require_once 'CRM/Core/BAO/UFGroup.php';
+	require_once 'CRM/Contact/BAO/Relationship.php';
 
     // lets suppress key generation for all CMS forms
     civicrm_key_disable( );
 
+    $is_org_cat = _civicrm_is_org_cat($category, $user);
+
     $output = array( );
 
-    $userID = CRM_Core_BAO_UFMatch::getContactId( $user->uid );
-    if ( ! $userID ) {
+    $contactID = CRM_Core_BAO_UFMatch::getContactId( $user->uid );
+    if ( ! $contactID ) {
         $ctype = civicrm_get_ctype( 'Individual' );
         CRM_Core_BAO_UFMatch::synchronize( $user, false, 'Drupal', $ctype );
-        $userID = CRM_Core_BAO_UFMatch::getContactId( $user->uid );
+        $contactID = CRM_Core_BAO_UFMatch::getContactId( $user->uid );
     }
 
     // at this point we better have a valid userID
-	if ( ! $userID ) {
+    if ( ! $contactID ) {
         // we get into this scenario if we do not like the email address supplied by the user
         return;
     }
 
-    $ctype = CRM_Core_DAO::getFieldValue( 'CRM_Contact_DAO_Contact', $userID, 'contact_type' );
+    if ($is_org_cat) {
+        $contactID = _civicrm_find_related_org($contactID, $org_data, intval(@$_GET['ofs']));
+    }
 
+    $ctype = CRM_Core_DAO::getFieldValue( 'CRM_Contact_DAO_Contact', $contactID, 'contact_type' );
+
     //to allow Edit any profile if user have permission
     $profileID = CRM_Core_DAO::getFieldValue( "CRM_Core_DAO_UFGroup", $category, 'id', 'title' );
     require_once 'CRM/Core/Permission.php';
@@ -569,20 +579,23 @@
     
     if ( in_array($profileID, $ufGroupIDs) ) {
         // get all the data for this specific category
-        $html = CRM_Core_BAO_UFGroup::getEditHTML( $userID, $category, null, false, $reset, null, $doNotProcess, $ctype );
+        $html = CRM_Core_BAO_UFGroup::getEditHTML( $contactID, $category, null, false, $reset, null, $doNotProcess, $ctype );
     } else {
         CRM_Core_Error::fatal( ts( 'The requested Profile (gid=%1) is disabled OR it is not configured to be used for \'Profile\' listings in its Settings OR there is no Profile with that ID OR you do not have permission to access this profile. Please contact the site administrator if you need assistance.',
                                    array( 1 => $profileID )));
     }
-    
+
     if ( $html ) {
+        if ($ctype == 'Organization') {
+            $html = '
'.$org_data[$org_offset]['name'].'
'.$html;
+        }
+
         //$html = civicrm_add_jquery( $html );
         $index = empty( $category ) ? 'civicrm-profile-my-account' : $category;
         $output[$index][] = array( '#title' => $category,
                                    '#value' => $html,
                                    '#weight' => 1 );
     }
-
     return $output;
 }
 
@@ -673,6 +686,13 @@
     // check for either user/register or admin/user/user/create
     $register = ( arg(1) == 'register' || arg(3) == 'create' ) ? true : false;
     $userID = CRM_Core_BAO_UFMatch::getContactId( $user->uid );
+
+    // rewrite the cid, funky!
+	$is_org_cat = _civicrm_is_org_cat($title, $user);
+	if ($is_org_cat) {
+        $userID = _civicrm_find_related_org($userID, $_dummy = null, intval(@$_GET['ofs']));
+    }
+
     $errors = CRM_Core_BAO_UFGroup::isValid( $userID, $title, $register );
     if ( is_array( $errors ) ) {
         if ( $register ) {
@@ -792,3 +812,43 @@
 function civicrm_add_jquery( &$html ) {
     return $html . '';
 }
+
+function _civicrm_is_org_cat($category, &$user) {
+    $categories = civicrm_categories($user);
+    $is_org_cat = false;
+    foreach ($categories as $c) {
+        if ($c['name'] == $category) {
+            if (strpos($c['group_type'], 'Organization') !== false) {
+                $is_org_cat = true;
+            }
+            break;
+        }
+    }
+    return $is_org_cat;
+}
+
+function _civicrm_find_related_org($contactID, &$org_data, $org_offset = 0) {
+    // we have the user, get his relations, and maybe we need to ditch this loser
+    $currentRelationships 
+        = CRM_Contact_BAO_Relationship::getRelationship(
+                                                        $contactID
+                                                        );
+    $org_data = array();
+    foreach ($currentRelationships as $cr) {
+        // does the user have permission to edit the org
+        if ($cr['is_active'] and $cr['is_permission_a_b']) {
+            $org_data[] = array(
+                                'id' => $cr['cid'],
+                                'name' => $cr['name'],
+                                );
+        }
+    }
+
+    // which org to display?
+	if (isset($org_data[$org_offset])) {
+        $contactID = $org_data[$org_offset]['id'];
+    }
+	   
+    return $contactID;
+}
+