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Author Topic: Administrative Renewal  (Read 5751 times)

petednz

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Re: Administrative Renewal
March 19, 2009, 11:05:20 am
Sorry Dave, I'll try again. When a member is Paying their Membership by AP we need to be able to search that info both in CiviMember (to find them and extend their membership on anniversary) and in CiviContribute (see how much is coming in via AP v other payments). Ideally some of the custom fields that we add to CiviCOntribute would be visible in the individuals Membership Tab in the "Membership Payment and Receipt" section that opens up when we create/edit a membership and select Record Membership Payment. That way when a new membership is added, and we check the above, we can fill in all the relevent payment information, not just the default fields.

But I realise that there would still have to be at least one 'pays by AP' field that is a 'membership' field, so that we can find those people via CiviMember.

So my key question is how do we get our custom Contribution fields to show up in the "Membership Payment and Receipt" section that opens up when we create/edit a membership and select Record Membership Payment?

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Dave Greenberg

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Re: Administrative Renewal
March 19, 2009, 08:37:16 pm
Update: On 2nd thought, since these are read-only - you might be able to add "view only" custom fields to membership which are set by PHP code (via a custom hook which grabs the values from CiviContribute).
----
Peter - I think the only way you can do this is by customizing both the PHP and TPL for Member/Form/MembershipRenewal. Looking at Contribute/Form/ContributionView which currently exposes these - the relevant function calls are:

        $groupTree =& CRM_Core_BAO_CustomGroup::getTree( 'Contribution', $this, $this->get( 'id' ),0,$values['contribution_type_id'] );
        CRM_Core_BAO_CustomGroup::buildCustomDataView( $this, $groupTree );

(not sure if this covers it - but should be enough to get someone started if you want to go down this road)
« Last Edit: March 19, 2009, 08:41:12 pm by Dave Greenberg »
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petednz

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Re: Administrative Renewal
March 20, 2009, 02:13:42 pm
Dave - thanks for trying to follow me on this, but I don't get why you say the fields are read-only

If i create a Membership offline and select "Record Membership Payment" then the 'contribution fields' that become visible are editable - and I was hoping to add some of our 'custom contribution fields' to this section.
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Dave Greenberg

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Re: Administrative Renewal
March 20, 2009, 09:32:25 pm
I guess I'm not following this well w/o some "pictures" etc. If you want the fields editable you'll definitely need to do some substantial modifications to the PHP and TPL files.
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petednz

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Re: Administrative Renewal
March 20, 2009, 10:09:03 pm
Sorry Dave - open a contact, click New or Edit Membership in Membership Tab

Check "Record Membership Payment" which opens a section up with fields that are 'contribution fields' - see image attached.

It is in to this section that I would like to get some custom 'contribution fields' ;-)

And I understand that your suggestions may not change, but just want to avoid us talking past each other.
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Dave Greenberg

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Re: Administrative Renewal
March 21, 2009, 08:23:22 pm
That helps (although I was finally "there"). And I don't think there's any way to do this other than modifying the PHP form code and TPL.
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petednz

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Re: Administrative Renewal
April 01, 2009, 03:24:09 am
Quote from: Dave Greenberg on March 18, 2009, 10:44:32 am
AND depending on how the AP is made and what info is available on these deposits from your financial institution - you might want to have Chris take a look at a new script-based feature currently in the queue which is designed to query a payment processor (or financial institution) for transactions received.

http://issues.civicrm.org/jira/browse/CRM-4247

So this is all in place now?
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Donald Lobo

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Re: Administrative Renewal
April 01, 2009, 06:26:58 am

yes, and tested in a live setting for paypal and google :)

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Administrative Renewal

This forum was archived on 2017-11-26.