ECFI CF Workflow

A WordPress plugin for managing a collaborative data update workflow for the ECFI Atlas community foundation directory.

Overview

Community foundation data in the ECFI Atlas requires periodic review and correction by multiple stakeholders — people outside the WordPress admin who shouldn't need direct database or admin access. This plugin gives each collaborator a private, tokenised link to review and update the foundation(s) they're responsible for. Every change lands in a pending-changes queue for an admin to approve or reject, field by field, before it ever touches the live foundation post.

Features

Collaborator access

• Token-based, passwordless landing page (?ecfi_token=...) — no WordPress account needed
• Each collaborator can be assigned one or more foundations
• Draft (mailto) or send (via configured SMTP) an invitation email per collaborator
• Revoke / reactivate collaborators, regenerate their token at any time
• Export the collaborator list for mail-merge

Two ways to submit changes

• Table View — an editable, paginated, searchable table for bulk-editing every assigned foundation at once
• Full Form — a single-foundation edit form, including a flow for proposing a brand-new foundation
• Taxonomy fields (Type, Status) validate against real terms and reject unrecognised values before anything is queued

Review & approval

• Every submitted change queues in a Pending Changes screen with Pending / Approved / Rejected tabs
• Side-by-side current-vs-proposed diff, approved or rejected per field (not just per submission)
• Confirmation email to the collaborator summarising what was approved/rejected

Custom fields

• Admins can define additional fields (text, number, or dropdown) from a dedicated admin screen — no code changes needed
• Custom fields flow through Table View, Full Form, the pending-changes diff, and the export automatically

Audit log

• Every collaborator, assignment, and change-review action is logged with actor, target, and timestamp
• Filterable and searchable from its own admin screen

Export

• One-click .xlsx export of every Community Foundation and Support Organisation, matching ECFI's reference spreadsheet column order
• Includes all taxonomy-backed columns (Type, Status, Visibility, Country + ISO2) — each resolved independently, so one misconfigured taxonomy can't blank out the others

Admin screens

Under CF Workflow in the WordPress admin menu: Review Changes, Audit Log, Collaborators, Custom Fields.

Taxonomies

Community foundations are classified by three taxonomies: organisation-status, organisation-visibility, and organisation-type. The first two are managed through ACF's Taxonomy UI; organisation-type is registered directly by this plugin (idempotently — it steps aside if ACF already provides it on a given environment) and seeded with its 5 standard terms on activation.

Requirements

• WordPress 6.0+
• PHP 8.1+ (required by the bundled phpoffice/phpspreadsheet dependency)
• Advanced Custom Fields (ACF) 6.0+ — free or Pro

Installation

1. Download or clone this repository.
2. Run composer install to fetch the vendor/ dependencies (required — not committed to the repo).
3. Upload the plugin folder to wp-content/plugins/, or zip it and upload via Plugins → Add New → Upload Plugin.
4. Activate the plugin. Activation creates its database tables automatically; on every request it also checks for and applies any pending schema upgrades.
5. Configure collaborators and custom fields under CF Workflow in the admin menu.

Development Setup

Prerequisites: a local WordPress environment (e.g. LocalWP) with ACF installed and Composer available.

# Clone into your wp-content/plugins directory
git clone https://github.com/Fan-shiyu/ecfi-cf-workflow.git
cd ecfi-cf-workflow
composer install

Then activate the plugin from Plugins in your local WordPress admin.

License

MIT © 2026 Fan Shiyu. See LICENSE for details.