CiviCRM Community Forums (archive)

Ok, I've been digging in a bit, and I think I'm looking at trying to create a:

function buildOnBehalfIndividual()
in CRM/Contribute/Form/Contribution/Main.php

Right track?

-- Karin

yes, seems like the right track

but might be worth it to write a half page specification on what you are doing and how it will work before u start digging into the code

lobo

Ok, I've got this working on D6/3.3.6 [the charity that asked me about Gift Memberships is on 3.3.6]. It will take me some time to generalize/clean-up the functions I've added though. Would the 3.3.6 details be useful to anyone? Sorry, I have not looked at 4.x - I'm scrambling for time this week/month. Will try to find some more.

Does anyone know why the case statements in:

buildOnBehalfForm
in CRM/Contact/BAO/Contact/Utils.php

for 'Organization', 'Household' and default ('Individual')

already existed?

I've created a buildOnBehalfFormIND (and left buildOnBehalfForm as is) using the "don't understand it -> don't touch it" rule of thumb, but I'm curious to know if that part of the code was already being used or was perhaps a first step towards making the OnBehalf functionality Contact Type dependent?

Regards,

-- Karin

I've been working on generalizing this - I now have separate onBehalfOrganization and onBehalfIndividual functionality - except at the front-ed: in the Contribution Page configuration -> Title and Settings [the charity I did this for has a lot of Individuals paying on behalf of someone else, and organizations paying for an individual but couldn't think of any example the other way].

To make what I have done more useful to others, I need to do is figure out how to Edit the Contribution Page -> Title and Settings page - so that it can be configured to be either a onBehalfOrganization OR onBehalfIndividual. If anyone has any doc/tips on that - please let me know.

-- Karin

Absolutely. If you have time to work on the front end that would be great. I'll Email you my civicrm_local.tar (not allowed here). I've clearly marked my edits with my initials KG - but if you have any questions please let me know. When you look at the code it may be useful to see what it looks like: http://www.lllc.ca/civicrm/contribute/transact?reset=1&id=10&action=preview

So -again- it's all working and functional from here -> but only b/c I am borrowing the id for OnBehalfOrganization and am using that to do OnBehalfIndividual things instead - I just rewrote the text on the Settings page (attached: .png). 

-- Karin

Karin.

OK I scanned your code and some of the CiviCRM code and have some more thoughts on how to proceed (below). If we're really creating a separate On Behalf of Individual functionality I think we might need to edit/add more code (in addition to what you sent me). Let me know what you think.

I think I found everything that references on-behalf-of functionality, but it's possible I overlooked something.

CRM/Contact/BAO/Contact/Utils.php
Include your function for adding on behalf of an individual, or modify existing buildOnBehalfForm

CRM/Contribute/BAO/ContributionPage.php
Add conditional for individual:
        if ( CRM_Utils_Array::value( 'is_for_organization', $values ) ) {
            if ( CRM_Utils_Array::value( 'membership_id', $values ) ) {
                $params['onbehalf_profile'] = array( array( 'membership_id', '=', $values['membership_id'], 0, 0 ) );
            } else if ( CRM_Utils_Array::value( 'contribution_id', $values ) ) {
                $params['onbehalf_profile'] = array( array( 'contribution_id', '=', $values['contribution_id'], 0, 0 ) );
            }
        }

CRM/Contribute/BAO/Contribution.php
Modify getOnbehalfIds to consider individuals in addition to organizations. Add another if-then block for case where on behalf contribution source is individual and contributor is individual. Ensure proper relationship between two individuals is accounted for?

    function getOnbehalfIds( $contributionId, $contributorId = null ) {
       
        $ids = array();
       
        if ( !$contributionId ) {
            return $ids;
        }
       
        // fetch contributor id if null
        if ( !$contributorId ) {
            require_once 'CRM/Core/DAO.php';
            $contributorId = CRM_Core_DAO::getFieldValue( 'CRM_Contribute_DAO_Contribution',
                                                          $contributionId, 'contact_id' );
        }
       
        require_once 'CRM/Core/PseudoConstant.php';
        $activityTypeIds = CRM_Core_PseudoConstant::activityType( true, false, false, 'name' );
        $activityTypeId  = array_search( 'Contribution', $activityTypeIds );
       
        if ( $activityTypeId && $contributorId ) {
            $activityQuery  = "
SELECT source_contact_id
  FROM civicrm_activity
 WHERE activity_type_id   = %1
   AND source_record_id   = %2";
           
            $params = array( 1 => array( $activityTypeId, 'Integer' ),
                             2 => array( $contributionId, 'Integer' ) );
           
            $sourceContactId = CRM_Core_DAO::singleValueQuery( $activityQuery , $params );
           
            // for on behalf contribution source is individual and contributor is organization
            if ( $sourceContactId && $sourceContactId != $contributorId ) {
                $relationshipTypeIds = CRM_Core_PseudoConstant::relationshipType( 'name' );
                // get rel type id for employee of relation
                foreach ( $relationshipTypeIds as $id => $typeVals ) {
                    if (   $typeVals['name_a_b'] == 'Employee of'  ) {
                        $relationshipTypeId = $id;
                        break;
                    }
                }
               
                require_once 'CRM/Contact/DAO/Relationship.php';
                $rel = new CRM_Contact_DAO_Relationship();
                $rel->relationship_type_id = $relationshipTypeId;
                $rel->contact_id_a         = $sourceContactId;
                $rel->contact_id_b         = $contributorId;
                if ( $rel->find(true) ) {
                    $ids['individual_id']   = $rel->contact_id_a;
                    $ids['organization_id'] = $rel->contact_id_b;
                }
            }
        }
       
        return $ids;
    }

CRM/Contribute/DAO/ContributionPage.php
Add corresponding variables for individuals

    /**
     * if true, signup is done on behalf of an organization
     *
     * @var boolean
     */
    public $is_for_organization;
    /**
     * This text field is shown when is_for_organization is checked. For example - I am contributing on behalf on an organization.
     *
     * @var text
     */
    public $for_organization;
    /**
     * if true, receipt is automatically emailed to contact on success
     *
     * @var boolean
     */

'is_for_organization' => array(
                    'name' => 'is_for_organization',
                    'type' => CRM_Utils_Type::T_BOOLEAN,
                ) ,
                'for_organization' => array(
                    'name' => 'for_organization',
                    'type' => CRM_Utils_Type::T_TEXT,
                    'title' => ts('On Behalf Of Organization') ,
                    'rows' => 2,
                    'cols' => 50,


CRM/Contribute/Form/Contribution/Confirm.php
There are several blocks of code here that appear to handle onbehalf-of-organization info. Perhaps we can make these conditional depending on if onbehalfindividual is chosen vs onbehalforganization? Can build off your existing code.

CRM/Contribute/Form/Contribution/Main.php
Build off your code. If we force use to choose on behalf of organization OR individual (but not both) on settings page then perhaps we can use conditionals here as well

CRM/Contribute/Form/Contribution/OnBehalfOf.php
preProcess and buildQuickForm function has to be expanded to consider onbehalf of individuals?

CRM/Contribute/Form/Contribution/ThankYou.php
Add conditional statement so $profileId is either from organization or individual?
$profileId = CRM_Core_DAO::getFieldValue( 'CRM_Core_DAO_UFGroup', 'on_behalf_organization', 'id', 'name' );

$fieldTypes = array( 'Contact', 'Organization' );

CRM/Contribute/Form/Contribution/ContributionBase.php
Also consider individual name???
if ( CRM_Utils_Array::value( 'hidden_onbehalf_profile', $this->_params ) ) {
            $this->assign('onBehalfName',    $this->_params['organization_name']);
            $locTypeId = array_keys( $this->_params['onbehalf_location']['email'] );
            $this->assign('onBehalfEmail',   $this->_params['onbehalf_location']['email'][$locTypeId[0]]['email']);
        }

CRM/Contribute/Form/ContributionPage/Custom.php
Include consideration for individual:
        $profileId       = CRM_Core_DAO::getFieldValue( 'CRM_Core_DAO_UFGroup', 'on_behalf_organization', 'id', 'name' );
       
        $excludeTypes    = array( 'Organization', 'Household', 'Participant', 'Activity' );

CRM/Contribute/Form/ContributionPage/Settings.php
I suggest we duplicate 'is on behalf of organization' block and make it an either-or choice between 'on behalf of org' and 'on behalf of indiv:

        // is on behalf of an organization ?
        $this->addElement('checkbox', 'is_organization', ts('Allow individuals to contribute and / or signup for membership on behalf of an organization?'), null, array('onclick' =>"showHideByValue('is_organization',true,'for_org_text','table-row','radio',false);showHideByValue('is_organization',true,'for_org_option','table-row','radio',false);") );
        $options = array();
        $options[] = HTML_QuickForm::createElement('radio', null, null, ts('Optional'), 1 );
        $options[] = HTML_QuickForm::createElement('radio', null, null, ts('Required'), 2 );
        $this->addGroup($options, 'is_for_organization', ts('') );
        $this->add('textarea', 'for_organization', ts('On behalf of Label'), $attributes['for_organization'] );

  $params['is_for_organization']   = CRM_Utils_Array::value('is_organization', $params )
                                           ? CRM_Utils_Array::value('is_for_organization', $params, false)
                                           : 0;

CRM/Contribute/Form/ContributionPage.php
Add corresponding defaults for individual:

        if (! isset($defaults['for_organization'])) {
            $defaults['for_organization'] = ts('I am contributing on behalf of an organization.');
        }

        if ( CRM_Utils_Array::value( 'is_for_organization', $defaults ) ) {
            $defaults['is_organization'] = 1;
        } else {
            $defaults['is_for_organization'] = 1;
        }


Certainly!