[5086] Rename executive director to contacts

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
 

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']

app/views/partners/profiles/edit/_contacts.html.erb

@@ -0,0 +1,38 @@
+<section class="content">
+  <div class="container-fluid">
+    <div class="row">
+      <div class="col-md-12">
+        <div class="card">
+          <div class="card-header bg-white">
+            <h3 class="card-title"><strong>Executive Director</strong></h3>
+          </div>
+          <div class="card-body">
+            <%= 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 %>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+</section>
+
+<section class="content">
+  <div class="container-fluid">
+    <div class="row">
+      <div class="col-md-12">
+        <div class="card">
+          <div class="card-header bg-white">
+            <h3 class="card-title"><strong>Primary Contact</strong></h3>
+          </div>
+          <div class="card-body">
+            <%= 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 %>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+</section>

app/views/partners/profiles/edit/_executive_director.html.erb

@@ -1,38 +1,2 @@
-<section class="content">
-  <div class="container-fluid">
-    <div class="row">
-      <div class="col-md-12">
-        <div class="card">
-          <div class="card-header bg-white">
-            <h3 class="card-title"><strong>Executive Director</strong></h3>
-          </div>
-          <div class="card-body">
-            <%= 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 %>
-          </div>
-        </div>
-      </div>
-    </div>
-  </div>
-</section>
-
-<section class="content">
-  <div class="container-fluid">
-    <div class="row">
-      <div class="col-md-12">
-        <div class="card">
-          <div class="card-header bg-white">
-            <h3 class="card-title"><strong>Primary Contact</strong></h3>
-          </div>
-          <div class="card-body">
-            <%= 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 %>
-          </div>
-        </div>
-      </div>
-    </div>
-  </div>
-</section>
+<%# TODO: remove this after migration to the other partials %>
+<%= render "partners/profiles/edit/contacts", form: form %>

app/views/partners/profiles/show/_contacts.html.erb

@@ -0,0 +1,31 @@
+<div class="card mb-4">
+  <h5 class="card-header bg-primary text-white">Contacts</h5>
+  <div class="card-body">
+    <h5 class='font-weight-bold'>Executive Director</h5>
+    <dl>
+      <dt>Name</dt>
+      <dd><%= profile.executive_director_name %></dd>
+
+      <dt>Phone Number</dt>
+      <dd><%= profile.executive_director_phone %></dd>
+
+      <dt>Email</dt>
+      <dd><%= profile.executive_director_email %></dd>
+    </dl>
+
+    <h5 class='font-weight-bold'>Primary Contact</h5>
+    <dl>
+      <dt>Name</dt>
+      <dd><%= profile.primary_contact_name %></dd>
+
+      <dt>Phone Number</dt>
+      <dd><%= profile.primary_contact_phone %></dd>
+
+      <dt>Mobile Phone Number</dt>
+      <dd><%= profile.primary_contact_mobile %></dd>
+
+      <dt>Email</dt>
+      <dd><%= profile.primary_contact_email %></dd>
+    </dl>
+  </div>
+</div>

app/views/partners/profiles/show/_executive_director.html.erb

@@ -1,30 +1 @@
-<div class="card mb-4">
-  <h5 class="card-header bg-primary text-white">Executive Director</h5>
-  <div class="card-body">
-    <dl>
-      <dt>Name</dt>
-      <dd><%= profile.executive_director_name %></dd>
-
-      <dt>Phone Number</dt>
-      <dd><%= profile.executive_director_phone %></dd>
-
-      <dt>Email</dt>
-      <dd><%= profile.executive_director_email %></dd>
-    </dl>
-
-    <h6>Primary Contact Person</h6>
-    <dl>
-      <dt>Name</dt>
-      <dd><%= profile.primary_contact_name %></dd>
-
-      <dt>Phone Number</dt>
-      <dd><%= profile.primary_contact_phone %></dd>
-
-      <dt>Mobile Phone Number</dt>
-      <dd><%= profile.primary_contact_mobile %></dd>
-
-      <dt>Email</dt>
-      <dd><%= profile.primary_contact_email %></dd>
-    </dl>
-  </div>
-</div>
+<%= render "partners/profiles/show/contacts", profile: profile %>

app/views/partners/profiles/step/_contacts_form.html.erb

@@ -0,0 +1,27 @@
+<%= f.fields_for :profile, profile do |pf| %>
+  <h3 class="pt-3"><strong>Executive Director</strong></h3>
+  <div class="form-group">
+    <%= pf.input :executive_director_name, label: "Executive Director Name", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :executive_director_phone, label: "Executive Director Phone", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :executive_director_email, label: "Executive Director Email", class: "form-control" %>
+  </div>
+
+  <h3 class="pt-3"><strong>Primary Contact</strong></h3>
+
+  <div class="form-group">
+    <%= pf.input :primary_contact_name, label: "Primary Contact Name", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_email, label: "Primary Contact Email", class: "form-control" %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_executive_director_form.html.erb

@@ -1,26 +1 @@
-<%= f.fields_for :profile, profile do |pf| %>
-  <div class="form-group">
-    <%= pf.input :executive_director_name, label: "Executive Director Name", class: "form-control" %>
-  </div>
-  <div class="form-group">
-    <%= pf.input :executive_director_phone, label: "Executive Director Phone", class: "form-control" %>
-  </div>
-  <div class="form-group">
-    <%= pf.input :executive_director_email, label: "Executive Director Email", class: "form-control" %>
-  </div>
-
-  <h3 class="pt-3"><strong>Primary Contact</strong></h3>
-
-  <div class="form-group">
-    <%= pf.input :primary_contact_name, label: "Primary Contact Name", class: "form-control" %>
-  </div>
-  <div class="form-group">
-    <%= pf.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control" %>
-  </div>
-  <div class="form-group">
-    <%= pf.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control" %>
-  </div>
-  <div class="form-group">
-    <%= pf.input :primary_contact_email, label: "Primary Contact Email", class: "form-control" %>
-  </div>
-<% end %>
+<%= render "partners/profiles/step/contacts_form", f: f, profile: profile %>

app/views/profiles/_show.html.erb

@@ -116,13 +116,13 @@
       <p>Poverty Unknown: <%= partner_profile.poverty_unknown %></p>
       <br>
     <% end %>
-    <% if partner_profile_fields.include?('executive_director') || partner_profile_fields.empty? %>
-      <h4 class='text-2xl underline'>Executive Director</h4>
+    <% if partner_profile_fields.include?('contacts') || partner_profile_fields.empty? %>
+      <h4 class='text-2xl underline'>Contacts</h4>
+      <strong>Executive Director</strong>
       <p>Executive Director Name: <%= partner_profile.executive_director_name %></p>
       <p>Executive Director Phone: <%= partner_profile.executive_director_phone %></p>
       <p>Executive Director Email: <%= partner_profile.executive_director_email %></p>
-      <br>
-      <h4 class='text-2xl underline'>Primary Contact Person</h4>
+      <strong>Primary Contact Person</strong>
       <p>Primary Contact Name: <%= partner_profile.primary_contact_name %></p>
       <p>Primary Contact Phone: <%= partner_profile.primary_contact_phone %></p>
       <p>Primary Contact Mobile: <%= partner_profile.primary_contact_mobile %></p>

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 %>
     </div>

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

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"
 

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  
 ![screenshot of expanded executive director section](images/partners/partners_profile_edit_executive.png)
 ![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: