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Excluding comments from a report for better privacy


https://support.genopro.com/Topic6080.aspx
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By beraha - Sunday, July 31, 2005
I've noticed that it is possible to exclude an individual from a report, but it is not possible to exclude the marriage details of that person.
For exp: John first wife is Linda and John second wife is Pam. We can exclude Linda from the report, but even so, we will still see some details about John & Linda marriage, when we will look at the page of John.

My suggestion is to add a check box "exclude from report" on each marriage properties, the same way that option exists on each individual properties.
By GenoProSupport - Thursday, August 18, 2005
Good news. Last week, I completed the "privacy filter" which is capable to exclude a family from a report and/or delete a family from a report.
By rdn - Thursday, August 18, 2005
Will the privacy filter also work in excluding information from an export (for example, to a GEDCOM format)?
By GenoProSupport - Thursday, August 18, 2005
Will the privacy filter also work in excluding information from an export (for example, to a GEDCOM format)?

Yes. The architecture of the privacy filter was designed to fulfill those tasks. I need to re-design the dialogs to export to Gedcom and/or export to XML. I also want to add a new dialog to "Save As" with a privacy filter.
By maru-san - Thursday, August 18, 2005
dear beraha,

if you are using the latest version of ron's report, you can choose to not display the family and children details. Just delete the line "WriteFamilies i" I have done so in all my trial reports.
By GenoProSupport - Thursday, August 18, 2005
Beta 14 has a checkbox "Exclude from Report" for a family. This option excludes any sibling and half-sibling under the excluded family. The privacy filter is as simple to use and can be enabled-or disabled globally before generating a report.

It has been a long time since the last update, but Beta 14 will bring significant improvement for generating reports.
By rdn - Thursday, September 1, 2005
Hello,

  I am seeking to restrict view of a comment, but not the general comment field.  How do I go about doing this?  Should I create a custom tag called private comment?  If so, how do I exclude it from a report?

Danny

By MR - Thursday, September 1, 2005
GenoProSupport (8/18/2005)
Beta 14 has a checkbox "Exclude from Report" for a family. This option excludes any sibling and half-sibling under the excluded family. The privacy filter is as simple to use and can be enabled-or disabled globally before generating a report.

I am starting to be confused reading the various entries about the old and new privacy filters. Could you please describe how it should work by design. The main question is whether it should work for all individuals/families with particular status, or can be applied just to one individual/family. I think some more explanation (help file?) is needed.

By GenoProSupport - Thursday, September 1, 2005
I agree some help is needed however such help won't be available until the product is finished.  The privacy filtes works as follows: every time you enable a filter on an object (individual or family), that privacy filter will be applied before generating the report.  You can then customize on a per-object basis which information you want to appear in the report.
By MR - Thursday, September 1, 2005
GenoProSupport (9/1/2005)
I agree some help is needed however such help won't be available until the product is finished.  The privacy filtes works as follows: every time you enable a filter on an object (individual or family), that privacy filter will be applied before generating the report.  You can then customize on a per-object basis which information you want to appear in the report.

May I take an example?

  1. Open privacy tab in properties of an individual. 'Living individual' and 'Delete contacts' is marked by default.
  2. Add 'delete pictures'. This should delete all pictures for that individual (?) 
  3. Click OK. Now if I look into privacy filter of any living individual on any genomap I see 'delete pictures'...
  4. Click on generate report. Privacy tab of generate report has 'delete pictures' on.
  5. Generate report. All the pictures of that individual are shown.

Probably I miss something important, but what? Thanks.

 

By GenoProSupport - Thursday, September 1, 2005
First of all, you need to enable the privacy filtering in the Generate Report dialog.  This is done by clicking on the Privacy tab and click on "Apply the following privacy profiles before generating a report".  I would recommend to have all the profiles checked.

Add 'delete pictures'. This should delete all pictures for that individual (?)

This will delete all pictures of living inviduals (of course, if this profile is enabled in the Generate Report dialog).

Try it again.  Add the option 'delete pictures' to the living individuals, and enable that privacy profile before generating a report.  As a result, all the pictures from living individuals will be removed (you won't find a single picture of a living individual).

By MR - Thursday, September 1, 2005
Thanks Daniel. Of course, I did not enable the 'living individuals' in the generate report... Now it works and everything is clear!
By GenoProSupport - Thursday, September 1, 2005
Some help and/or tutorials is definitively needed for this.  I am thinking of creating several "How To..." Flash video clips, each one or two minute long.  One of this video would show how to use the privacy filter to exclude data from a report.
By rdn - Sunday, September 4, 2005
Dan, Any response to item 8030, above?
By GenoProSupport - Sunday, September 4, 2005
I am seeking to restrict view of a comment, but not the general comment field.  How do I go about doing this?  Should I create a custom tag called private comment?  If so, how do I exclude it from a report?

To exclude comments from an individual, just select the privacy profile "Private Comment(s)" for that individual.  The privacy filter will delete all comments for this individual only.  If you want to delete only the general comment, modify the privacy profile to delete only the general comment while keeping the birth and death comments.  You may rename this profile from "Private Comment(s)" to "No General Comment" so you know what this profile does.  At the moment, the GUI cannot create nor delete privacy profiles, however if you wish to create a new privacy profile specific to delete the general comment, you can can create one by modifying the XML file.

By Anna - Sunday, September 11, 2005
Hi Dan and others!

I use the Living Individual privacy filter on my web site tree, offering living people to include the level of information of choise upon personal contact.

However, I cant make it work...

1) How can I make the public filter (for selected people) owerride the generaL Living privacy filter?

I tried: enable all filters in "generate report", select Living filter for all, select an individual that should be public, and select "public" and unselect "living" - but they still do not show up in the report.

I saw how you can exempt for instance one genomap by writing a code snippet, but shouldn't the checkbox do the trick?

2) Not sure if this has been reported: With living individuals excluded, their family photos still remains. This should not reqire selecting each family separately, but infer from the members being alive that the "family" is "living" too, and needs exclusion. Planned fix? Anna

By GenoProSupport - Monday, September 12, 2005
Anna (9/12/2005)
I saw how you can exempt for instance one genomap by writing a code snippet, but shouldn't the checkbox do the trick?

The privacy filter does not handle GenoMaps yet.  Beta14 introduced privacy filters, and there is still some work to be done in this area too.  I am thinking of having a privacy filter to include one or multiple GenoMaps and another privacy filter to exclude one or multiple GenoMaps.

2) Not sure if this has been reported: With living individuals excluded, their family photos still remains. This should not reqire selecting each family separately, but infer from the members being alive that the "family" is "living" too, and needs exclusion. Planned fix? Anna

You are bringing a good point.  Do you have a suggestion?  Should the criteria for a "living family" means at least one individual alive?

If you want to remove those family pictures from the report, just include those pictures to one of the living parent (use the "Pick..." button).  The privacy will remove all pictures of living parents, and by the same token, remove the family pictures since they are the same.

By rdn - Monday, September 12, 2005
Dan,

  After further thought, I believe that creating a new field called "private comment" would be very useful.  This field should not appear in reports. 

Danny

P.S. How do I get back to my old login name, when I forgot my password?

By GenoProSupport - Monday, September 12, 2005
P.S. How do I get back to my old login name, when I forgot my password?

Go to http://www.genopro.com/login/ and ask the server to re-send your password.  You should add yourself a username too.

By rdn - Tuesday, June 20, 2006
Dan,

   I am still interested in a Private Comment field.  This field will not appear in any report (unless specifically included).  Any chance of this field being added, particularly in the General Tab?  It is quite important for me, and I presume for others as well.

Danny

By GenoProSupport - Tuesday, June 20, 2006
I understand what you mean and how important private notes can be.  What I have in mind is a generic mechanism to mark any comment as private, as HTML and/or as another language such as French, Hebrew, and so on.  At the moment, the comment is stored in plain text, however I need to upgrade the internal structures to support more.

A simple solution would be having a checkbox named Private Comment.  When this checkbox is checked, then the comments are excluded from the report.  This may appear a good solution, however there are several drawbacks:

1. The user cannot type a public comment and a private comment.  With my solution in mind, the user could enter a private comment, and a public comment containing HTML tags for the report.  GenoPro would be aware of the HTML tags and would insert the text differently in the report to fully leverage the HTML code.

2. The checkbox requires modifying the templates of report generator to exclude all private comments.  The correct solution is having those private comments automatically removed by GenoPro, so the report generator is not aware of them.  This will simplify the code and eliminate the possible error of forgetting to write code to exclude a private comment.

3. This is the job of the Privacy filter to remove unwanted information.

I have taken a note in my "todo" list to review this issue... what can be done for version 2.0 and what will be done after...

By rdn - Tuesday, June 20, 2006
Dan,

  This is exactly what I am seeking.   Your solution is the correct one, in my opinion.  If this will take a long time (i.e. pushed off to after 2.0), I suggest that you place a new field meanwhile called private comment.

By GenoProSupport - Wednesday, June 21, 2006
The problem with the checkbox Private Comment is all comments will remain in the .gno file.  Any report containing the .gno, .xml or .ged file will still have those [private] comment.  The solution is therefore to have the privacy filter remove those comments.  Of course, I can write code to visit each comment, and somehow match a flag to each of them.  If the flag "private" is enabled, then remove the comment.  What I don't like about this approach is this will pollute the data structures with an obsolete design.  In the future, GenoPro will have to support those unrelated "private" flags which will be totally disconnected from the comments.  Again, the real solution is to have the private flag built-in with with the text itself.

One suggestion would be to use a special character to mark the begining of a private comment.  For instance, you can use the tide (~) character at the begining of a private comment.  Then, modify the code in the HTML template to exclude any comment starting with the tide (~) character.  If you don'tlike the tide character, youmay pick another character such as the percent (%) or caret (^).  Rarely you will see a comment begining with those characters.

By GenoProSupport - Wednesday, June 21, 2006
After some thinking, I got an idea.  The Privacy Filter could have an option to Remove Private Comments.  If this option is enabled, GenoPro would remove any comment starting with the exclamation mark (!).  I am choosing the exclamation mark over the tide (~) because it is easier to type by users.  The tide is known to developers and Unix users, but quite unknown to the average Joe.
By GenoProSupport - Wednesday, June 21, 2006
An extension to this idea would be adding a checkbox Private Comment which would automatically insert the exclamation mark at the begining of the comment.  This is quite different from having a special flag to remember which comment is private because it does not involve any new data structure.
By rdn - Wednesday, June 21, 2006
How does your solution work with the following (this is needed for the same individual):

1. Public comment

2. Private comment

if I don't misunderstand, with your solution it can only be one or the other, not both for the same individual.

Perhaps we should have a filter that is XML-like ([private][/private]) as part of the comment itself. e.g.,

   Public comment, Blah blah...[private] and he was so and so...  [/private] ...  more public comments. 

Or else, the best solution for now is to create a custom field, called private comment, and fill in the information there.  When you have a complete solution, the private information will need to be moved into that field.

When all is said and done, I still believe the best solution is to have a separate field, called private comment.

By GenoProSupport - Wednesday, June 21, 2006
rdn (6/21/2006)
How does your solution work with the following (this is needed for the same individual):

1. Public comment
2. Private comment

if I don't misunderstand, with your solution it can only be one or the other, not both for the same individual.

The solution of a Private Comment checkbox would work only for one or the other, but not both a private and public comment for the same individual.  What I had in mind was a special text control capable to split itself in two, one for the public and one for the private comment.

The Green and Red buttons would make the public and private comment show and hide.  Of course, the user interface would be a bit better with different colors and tooltips.

I really like your idea of having tags [private] [/private] and so on.  I wanted to support HTML tags, so the [html] [/html] tags could be used to indicate there is HTML code within those tags.  GenoPro could then output rich HTML content in hte reports.  This would easily solve the multi-lingual comment.

Example:

This is a a public comment in a "neutral" language, however [private]this part of the comment is private[/private] and this part is in [html]<b>bold</b>[/html].

[lang=FR]Ce commentaire est en fraçais.[/lang]

By rdn - Wednesday, June 21, 2006
Your solution as it appears in the screen shot is perfect !
By rdn - Wednesday, June 21, 2006
I also like the tags.  The problem begins with non-programmers.  Are they going to need a Frontpage-like editor to be able to use the special tags?
By GenoProSupport - Wednesday, June 21, 2006
rdn (6/21/2006)
I also like the tags.  The problem begins with non-programmers.  Are they going to need a Frontpage-like editor to be able to use the special tags?

Those tags will be available from mini-toolbar with buttons to insert the [private][/private], [html][/html], and [lang=][/lang] of the selected text.  This mini-toolbar would appear instead of the green and red buttons in the screenshot above.

Of course, there will be only one textbox for the comment, however this textbox could contains a combination of comments, public and private, in many languages.  One advantage of this design is it can also be used for other fields such as names.

By rdn - Wednesday, June 21, 2006
What are you going to do when the number of tags increase or even multiply (as they inevitably do)?
By GenoProSupport - Wednesday, June 21, 2006
rdn (6/21/2006)
What are you going to do when the number of tags increase or even multiply (as they inevitably do)?

First, I don't think there will be many tags.  For instance, the tag [html] will indicate real HTML content is present within the comment.  This HTML content will use standard HTML tags such as <b>, <u> <a> and so on.  Maybe some shortcut HTML tags will be added such as [url=] and [img], but the core will be based on true HTML tags having angle brackets <>.

I think having the tags [private], [html] and [lang=] will be enough to handle all cases for private and public comments in all languages... the other tags will be optional.

A mini-toolbar can easily accomodate a dozen buttons.  Other functions can be available from a context menu and keyboard shortcuts.  What we are talking is quite advanced stuff.  I don't think any genealogy software currently supports something like that.

By rdn - Wednesday, June 21, 2006
What we are talking is quite advanced stuff.  I don't think any genealogy software currently supports something like that.

I totally agree.  GenoPro puts everyone else in the dust.  Keep on truckin'    !!!

By rdn - Wednesday, July 5, 2006
Is this feature of a private comment going to be available soon?
By GenoProSupport - Thursday, July 6, 2006
rdn (7/6/2006)
Is this feature of a private comment going to be available soon?

This is a post-version 2.0.  If we keep adding new features to GenoPro, we will never release GenoPro 2.0.

By amfonda - Saturday, August 12, 2006
I've always wanted a larger display window for the general comments field. There is just not enough space to work with (500 characters) for editing and cut/paste operations. The birth and death comments fields are three times the size (1500 characters), which would be a good size for the general comments field. Since I am not using any photos in my database, the space for pictures on the general tab is wasted. I will use notepad or word to manipulate large comments, or sometimes I use the birth comments field to edit and then cut/paste it to the general comments field. Why not have the whole properties dialog box resizeable?
By genome - Sunday, August 13, 2006
rdn (7/6/2006)
Is this feature of a private comment going to be available soon?

Just browsing some earlier posts and came across this one. If you can't wait for GenoPro to implement private comments then there is a D.I.Y. solution that has been around since at least Beta 14b

Simply use a unique delimiter to separate your public comment from the private one. e.g. use the section mark § (hold down the ALT key and type 0167 on the numeric pad to get this character or copy and paste it).

The create yourself a customised report template (or use one you already have) and modify the 'annotate' functions WriteHtmlAnnotation & WriteHtmlAnnotationPicture in Util.vbs as follows

Change 1st line of WriteHtmlAnnotation
Sub WriteHtmlAnnotation(strAnnotationType, strAnnotationComment)
to
Sub WriteHtmlAnnotation(strAnnotationType, strAnnotationCommentFull)
 Dim strAnnotationComments, strAnnotationComment
 strAnnotationComments = split(strAnnotationCommentFull,"§")
 If Ubound(strAnnotationComments) >= 0 Then strAnnotationComment = strAnnotationComments(0)

and this line in WriteHtmlAnnotationPicture
  strDescription = Util.HtmlEncode(p.description)
to
  Dim strDescriptions
  strDescriptions = split(p.description,"§")
  If Ubound(strDescriptions) >= 0 Then strDescription = Util.HtmlEncode(strDescriptions(0))

It will then only report on the comment text appearing before the § character. Of course only comments that actually contain private notes need to have the § character present. If all of the comment is private then simply put § as the 1st character.

If you don't want to use § change the above code to use whatever unique delimiter you choose.

By rdn - Monday, August 14, 2006
Thanks Ron,  Great idea !
By rdn - Friday, August 18, 2006
Dan & Ron,

  Given the great suggestion for the escape character, I was wondering if this code can be placed as part of the standard report which will be shipped in subsequent versions. 

  This request also brings up another issue:  Because Ron's excellent report is a moving target, I have not as yet tried to translate it into Hebrew.  I would like to see a finalized version, along with the language additions Dan has been promising, before proceeding on my own. 

  Be that as it may, perhaps the standard report can have sections which can either call the regular section or exit to an external function, and then return.  for example:

#if exit_to_non_standard_code

   Call non_standard_code_1

#else

   <standard code>