This document describes two Plone add-ons called collective.contact.core and collective.contact.widget that provide contact management functionality. They were created during a 3 day sprint in Brussels in 2012 by developers from two Belgian institutions. The add-ons include content types for directories, organizations, positions, people, and linking people to positions. They allow defining an organization chart and linking contacts. The widget add-on provides an interface for easily accessing and adding contacts.

1. collective.contact.core and
collective.contact.widget :
Contact Management for Plone
Cédric Messiant (Ecréall),PLOG 2013
cedricmessiant@ecreall.com
https://github.com/cedricmessiant

2. 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)
PLOG 2013 – collective.contact.* – Cédric Messiant 2/15

3. 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
PLOG 2013 – collective.contact.* – Cédric Messiant 3/15

4. 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
PLOG 2013 – collective.contact.* – Cédric Messiant 4/15

5. Content types
➢
Directory
➢
Organization The organization chart
➢
Position
➢
Person
➢
Held position links between persons
and organization chart
PLOG 2013 – collective.contact.* – Cédric Messiant 5/15

6. 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, ...
PLOG 2013 – collective.contact.* – Cédric Messiant 6/15

7. Content types : organization
Foobar's army
Corps A Corps B
corps corps
TR division
Alpha company Beta company division
company company
LH squad G squad
squad squad
PLOG 2013 – collective.contact.* – Cédric Messiant 7/15

8. Content types : position
Foobar's army Army general
Corps A Corps B
TR division
Alpha company Beta company
Alpha division's captain
LH squad G squad
G squad's sergeant
LH squad's sergeant G squad's scout
PLOG 2013 – collective.contact.* – Cédric Messiant 8/15

9. Content types : person
PLOG 2013 – collective.contact.* – Cédric Messiant 9/15

10. Content types : held position
Foobar's army Army general
Corps A From 5/25/1940
to 11/9/1945
Alpha company Alpha division's captain
G squad's sergeant
G squad
LH squad G squad's scout
LH squad's sergeant
From 6/1/1962
to 1/6/1967
PLOG 2013 – collective.contact.* – Cédric Messiant 10/15

11. Content types : held position
Foobar's army Army general
Corps A From 6/1/2011
to ?
Alpha company Alpha division's captain
G squad's sergeant From 8/3/2011
G squad to ?
LH squad G squad's scout
LH squad's sergeant
From 11/11/2009
To 11/12/2013
PLOG 2013 – collective.contact.* – Cédric Messiant 11/15

12. 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
PLOG 2013 – collective.contact.* – Cédric Messiant 12/15

13. More
➢
Contact information dexterity behavior : phone
numbers, address, email, … (used for person,
organization and position content types)
➢
VCard export
BEGIN:VCARD
VERSION:3.0
ADR:6bis;bâtiment D;rue Jean Moulin;Colombey les deux églises;;52330;Fra
nce
BDAY:1901­11­22
EMAIL;TYPE=INTERNET:charles.de.gaulle@armees.fr
FN:Charles De Gaulle
N:De Gaulle;Charles;;Général;
ORG:Armée de terre
ROLE:Général de l'armée de terre
TITLE:Général de l'armée de terre
END:VCARD
PLOG 2013 – collective.contact.* – Cédric Messiant 13/15

14. 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
PLOG 2013 – collective.contact.* – Cédric Messiant 14/15

15. 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
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