diff --git a/app/helpers/partners_helper.rb b/app/helpers/partners_helper.rb
index 74974649f3..93876cc7bb 100644
--- a/app/helpers/partners_helper.rb
+++ b/app/helpers/partners_helper.rb
@@ -34,6 +34,11 @@ def partial_display_name(partial)
'attached_documents' => 'Additional Documents'
}
+ # TODO: temporary change of name for the contacts partial before migration
+ if partial == 'executive_director'
+ return 'Contacts'
+ end
+
custom_names[partial] || partial.humanize
end
diff --git a/app/models/organization.rb b/app/models/organization.rb
index 7acc1d9fac..b188c76a0e 100644
--- a/app/models/organization.rb
+++ b/app/models/organization.rb
@@ -108,7 +108,7 @@ def flipper_id
['Sources of Funding', 'sources_of_funding'],
['Area Served', 'area_served'],
['Population Served', 'population_served'],
- ['Executive Director', 'executive_director'],
+ ['Contacts', 'contacts'],
['Pickup Person', 'pick_up_person'],
['Agency Distribution Information', 'agency_distribution_information'],
['Attached Documents', 'attached_documents']
diff --git a/app/views/partners/profiles/edit/_contacts.html.erb b/app/views/partners/profiles/edit/_contacts.html.erb
new file mode 100644
index 0000000000..e7ec72c652
--- /dev/null
+++ b/app/views/partners/profiles/edit/_contacts.html.erb
@@ -0,0 +1,38 @@
+
+
+
+
+
+
+
+ <%= form.input :executive_director_name, label: "Executive Director Name", class: "form-control", wrapper: :input_group %>
+ <%= form.input :executive_director_phone, label: "Executive Director Phone", class: "form-control", wrapper: :input_group %>
+ <%= form.input :executive_director_email, label: "Executive Director Email", class: "form-control", wrapper: :input_group %>
+
+
+
+
+
+
+
+
+
+
+ <%= form.input :primary_contact_name, label: "Primary Contact Name", class: "form-control", wrapper: :input_group %>
+ <%= form.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control", wrapper: :input_group %>
+ <%= form.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control", wrapper: :input_group %>
+ <%= form.input :primary_contact_email, label: "Primary Contact Email", class: "form-control", wrapper: :input_group %>
+
+
+
+
+
-
-
-
-
-
- <%= form.input :executive_director_name, label: "Executive Director Name", class: "form-control", wrapper: :input_group %>
- <%= form.input :executive_director_phone, label: "Executive Director Phone", class: "form-control", wrapper: :input_group %>
- <%= form.input :executive_director_email, label: "Executive Director Email", class: "form-control", wrapper: :input_group %>
-
-
-
-
-
-
-
-
-
-
- <%= form.input :primary_contact_name, label: "Primary Contact Name", class: "form-control", wrapper: :input_group %>
- <%= form.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control", wrapper: :input_group %>
- <%= form.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control", wrapper: :input_group %>
- <%= form.input :primary_contact_email, label: "Primary Contact Email", class: "form-control", wrapper: :input_group %>
-
-
-
-
-
+
+
+
Executive Director
+
+ - Name
+ - <%= profile.executive_director_name %>
+
+ - Phone Number
+ - <%= profile.executive_director_phone %>
+
+ - Email
+ - <%= profile.executive_director_email %>
+
+
+
Primary Contact
+
+ - Name
+ - <%= profile.primary_contact_name %>
+
+ - Phone Number
+ - <%= profile.primary_contact_phone %>
+
+ - Mobile Phone Number
+ - <%= profile.primary_contact_mobile %>
+
+ - Email
+ - <%= profile.primary_contact_email %>
+
+
+
-
-
-
- - Name
- - <%= profile.executive_director_name %>
-
- - Phone Number
- - <%= profile.executive_director_phone %>
-
- - Email
- - <%= profile.executive_director_email %>
-
-
-
Primary Contact Person
-
- - Name
- - <%= profile.primary_contact_name %>
-
- - Phone Number
- - <%= profile.primary_contact_phone %>
-
- - Mobile Phone Number
- - <%= profile.primary_contact_mobile %>
-
- - Email
- - <%= profile.primary_contact_email %>
-
-
-
Executive Director
+
+ <%= pf.input :executive_director_name, label: "Executive Director Name", class: "form-control" %>
+
+
+ <%= pf.input :executive_director_phone, label: "Executive Director Phone", class: "form-control" %>
+
+
+ <%= pf.input :executive_director_email, label: "Executive Director Email", class: "form-control" %>
+
+
+ Primary Contact
+
+
+ <%= pf.input :primary_contact_name, label: "Primary Contact Name", class: "form-control" %>
+
+
+ <%= pf.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control" %>
+
+
+ <%= pf.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control" %>
+
+
+ <%= pf.input :primary_contact_email, label: "Primary Contact Email", class: "form-control" %>
+
+<% end %>
diff --git a/app/views/partners/profiles/step/_executive_director_form.html.erb b/app/views/partners/profiles/step/_executive_director_form.html.erb
index 2cb5e963dd..140d560013 100644
--- a/app/views/partners/profiles/step/_executive_director_form.html.erb
+++ b/app/views/partners/profiles/step/_executive_director_form.html.erb
@@ -1,26 +1 @@
-<%= f.fields_for :profile, profile do |pf| %>
-
- <%= pf.input :executive_director_name, label: "Executive Director Name", class: "form-control" %>
-
-
- <%= pf.input :executive_director_phone, label: "Executive Director Phone", class: "form-control" %>
-
-
- <%= pf.input :executive_director_email, label: "Executive Director Email", class: "form-control" %>
-
-
- Primary Contact
-
-
- <%= pf.input :primary_contact_name, label: "Primary Contact Name", class: "form-control" %>
-
-
- <%= pf.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control" %>
-
-
- <%= pf.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control" %>
-
-
- <%= pf.input :primary_contact_email, label: "Primary Contact Email", class: "form-control" %>
-
-<% end %>
+<%= render "partners/profiles/step/contacts_form", f: f, profile: profile %>
diff --git a/app/views/profiles/_show.html.erb b/app/views/profiles/_show.html.erb
index cd2b31733d..ca1f4a77f7 100644
--- a/app/views/profiles/_show.html.erb
+++ b/app/views/profiles/_show.html.erb
@@ -116,13 +116,13 @@
Poverty Unknown: <%= partner_profile.poverty_unknown %>
<% end %>
- <% if partner_profile_fields.include?('executive_director') || partner_profile_fields.empty? %>
- Executive Director
+ <% if partner_profile_fields.include?('contacts') || partner_profile_fields.empty? %>
+ Contacts
+ Executive Director
Executive Director Name: <%= partner_profile.executive_director_name %>
Executive Director Phone: <%= partner_profile.executive_director_phone %>
Executive Director Email: <%= partner_profile.executive_director_email %>
-
- Primary Contact Person
+ Primary Contact Person
Primary Contact Name: <%= partner_profile.primary_contact_name %>
Primary Contact Phone: <%= partner_profile.primary_contact_phone %>
Primary Contact Mobile: <%= partner_profile.primary_contact_mobile %>
diff --git a/app/views/profiles/step/edit.html.erb b/app/views/profiles/step/edit.html.erb
index fe706c9e59..635606aaef 100644
--- a/app/views/profiles/step/edit.html.erb
+++ b/app/views/profiles/step/edit.html.erb
@@ -26,7 +26,9 @@
<%= render 'partners/profiles/step/accordion_section', f: f, partner: @partner, section_id: 'agency_information', section_title: 'Agency Information', icon_class: 'fa-edit', partial_name: 'agency_information', sections_with_errors: @sections_with_errors %>
<%= render 'partners/profiles/step/accordion_section', f: f, partner: @partner, section_id: 'program_delivery_address', section_title: 'Program / Delivery Address', icon_class: 'fa-map', partial_name: 'program_delivery_address', sections_with_errors: @sections_with_errors %>
<% @partner.partials_to_show.each do |partial| %>
- <%= render 'partners/profiles/step/accordion_section', f: f, partner: @partner, section_id: partial, section_title: partial_display_name(partial), icon_class: 'fa-cogs', partial_name: partial, sections_with_errors: @sections_with_errors %>
+ <%= render 'partners/profiles/step/accordion_section', f: f, partner: @partner, section_id: partial, section_title: partial_display_name(partial), icon_class: 'fa-cogs',
+ partial_name: partial,
+ sections_with_errors: @sections_with_errors %>
<% end %>
<%= render 'partners/profiles/step/accordion_section', f: f, partner: @partner, section_id: 'partner_settings', section_title: 'Settings', icon_class: 'fa-cog', partial_name: 'partner_settings', sections_with_errors: @sections_with_errors %>
diff --git a/db/migrate/20250420031735_migrate_organization_partner_form_fields_executive_director_to_contacts.rb b/db/migrate/20250420031735_migrate_organization_partner_form_fields_executive_director_to_contacts.rb
new file mode 100644
index 0000000000..ce620b45d2
--- /dev/null
+++ b/db/migrate/20250420031735_migrate_organization_partner_form_fields_executive_director_to_contacts.rb
@@ -0,0 +1,27 @@
+class MigrateOrganizationPartnerFormFieldsExecutiveDirectorToContacts < ActiveRecord::Migration[8.0]
+ class Organization < ApplicationRecord
+ end
+
+ def up
+ organizations_to_update = Organization.where.not(partner_form_fields: [])
+ organizations_to_update.each do |org|
+ if org.partner_form_fields.include?('executive_director')
+ org.partner_form_fields.delete('executive_director')
+ org.partner_form_fields << 'contacts'
+ org.save!
+ end
+ end
+ end
+
+ def down
+ organizations_to_update = Organization.where.not(partner_form_fields: [])
+ organizations_to_update.each do |org|
+ if org.partner_form_fields.include?('contacts')
+ org.partner_form_fields.delete('contacts')
+ org.partner_form_fields << 'executive_director'
+ org.save!
+ end
+ end
+ end
+
+end
diff --git a/db/schema.rb b/db/schema.rb
index 230bcef07c..9457806d82 100644
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
-ActiveRecord::Schema[8.0].define(version: 2025_04_04_102321) do
+ActiveRecord::Schema[8.0].define(version: 2025_04_20_031735) do
# These are extensions that must be enabled in order to support this database
enable_extension "pg_catalog.plpgsql"
diff --git a/docs/user_guide/bank/pm_partner_profiles.md b/docs/user_guide/bank/pm_partner_profiles.md
index 4c45cfd6ea..b731153cbd 100644
--- a/docs/user_guide/bank/pm_partner_profiles.md
+++ b/docs/user_guide/bank/pm_partner_profiles.md
@@ -42,8 +42,7 @@ The high level sections of the partner profile are:
- Sources of Funding
- Area Served (County/Client Share %)
- Population Served
-- Executive Director
-- Primary Contact
+- Contacts
- Pick up Person
- Race/Ethnicity of Client Base
- Agency Distribution Information
@@ -165,7 +164,7 @@ There is no check on whether the numbers add up to 100 -- because there may be o
- % Greater than 2 times FPL
- % Poverty Unknown
-### Executive Director
+### Contacts
![NOTE] This section currently contains both Executive Director and Primary Contact for the partner. We have splitting them up in our queue.
Contact information for the head of the agency: