Problem/Motivation

Currently, the CRM Contact "Add Relationship" page (/crm/contact/{contact_id}/relationship/add) displays all available relationship types regardless of whether the contact is eligible for them.
This can lead to invalid relationships being created and adds unnecessary complexity for site users.

We need to filter the available relationship types based on the contact's type, status, or other eligibility rules so that users only see relationship types that are valid for the given contact.

Steps to reproduce

  1. Go to a contact’s relationship tab.
  2. Click "Add Relationship."
  3. Observe that the form shows all relationship types, including types that the contact cannot validly have.

Proposed resolution

  • Create a new method to "Add Relationship" page for each contact:
    • Filter available relationship types based on the contact’s type or other eligibility rules.
    • Only show relationship types that the contact can validly participate in.
  • Ensure that programmatic creation of relationships also respects these rules.
  • Maintain the existing permissions system to control who can create relationships.

Remaining tasks

User interface changes

  • The "Add Relationship" page will only display eligible relationship types for the current contact.
  • Add contextual link on crm/contact/{crm_contact}/relationship to 'Add Relationship'

API changes

  • Add new route crm/contact/{crm_contact}/relationship/add

Data model changes

  • No changes to the data model are required; behavior changes are implemented at the form and service level.

Issue fork crm-3554372

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bluegeek9 created an issue. See original summary.

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bluegeek9 commented
Title: Restrict Add Relationship page to eligible relationship types for a contact » Relationship: Restrict Add page to eligible relationship types for a contact
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bluegeek9 commented
Issue summary: View changes

bluegeek9 opened merge request !132

  • bluegeek9 committed a2733655 on 1.0.x 
    feat: #3554372 Relationship: Restrict Add page to eligible relationship...
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bluegeek9 commented
Status: Active » Fixed
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Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.