Import contribution bug in 2.0 - and triggering receipt - and Completed status

[petednz]

Hi - from what I can see the Import Contribution function in 2.0 does not offer 'Contact ID' at Step 2 in the column "Matching CiviCRM Field" - if this is the case then it makes an import we need to do a bit of a pain (import the Contact ID, create a Group, export the First and Last Name, or make up an External ID and export that, then do the Contribution Import).

Hopefully it is a really teensy fix that we can patch.

2/ Is there anyway the import can trigger the sending of the receipt - there seems to be no 'send receipt' file. I know I can search Contributions and find all those that have not had a receipt sent, but it doesn't seem like I can trigger the sending via More Actions. Any other options?

3/ Looks like 2.0 is also not showing the Contribution Status field in the Import Wizard.

(Note: the import works fine in 2.1 ie both the missing fields are present - though I still can't spot a way to trigger the 'send receipt' function via the Import)

cheers

[Donald Lobo]

So we spent a fair amount of time trying to figure out where/when/how/why we made these fixes and unfortunately came to a dead end. Neither dave nor I could figure out what triggered the fix in 2.1 and the related set of commits. We do however have a vague memory of this coming up in the forums etc, but could not track it down

One possible option is to copy the 2.1 contribution import code (CRM/Contribute/Import*) to 2.0 and see if it works. i have no idea if it will, but might be worth a shot

Not sure if we should burden import with "sending receipts". Import is already a pretty over-worked engine . This will probably need to be custom code

lobo

[petednz]

Thanks for putting in the effort - weird that such an obvious 'match to contact' field would ever have been missing and not noticed.
I think that given the deadline I am sitting on I will probably go for the safer (?) route and
- import ID > make group
- export Group with Name + Email
- add Name and email to our spreadsheet that has the postal payment details
- import Contributions using Name + Email to match
- manually do any that get spat out due to duplicate matching

Though of course that doesnt get me around the fact that Contribution Status isn't available either.

Keen to get Greens on to 2.1 - just a shame we don't have the time to really verify if any of our drupal modules will fall over. still only 10 days to go to our election. 

[petednz]

I am glad I had a witness around - only today as I planned to do the work around I found the 'Internal ID' and "Contribution Status' fields both available in the Contribution Import wizard - so I have no idea what happened. Chris says he did nothing, and so do you.

So in theory this gets me to the stage that I can do the import. But not trigger the receipt. I wondered if using "Pending' as the status and then "Update Pending Status' might do it, but seems that is not an option for offline payments, only Pay Later ones.

So then thought that if I used a Profile to 'update Pending to Completed' that might also trigger the receipt - but seems not.

So guess I am just flagging that this could be a really useful feature some time down the track (but haven't been to verify if it is already in 2.1).

[Dave Greenberg]

Pete - a "Print Contribution Receipts" batch action was added in 2.1 (from Find Contributions results) - but not an "Email Contribution Receipts" action. Seems like a useful feature - wanna add it as a suggestion on the 2.3 roadmap so it doesn't get "lost"?

[petednz]

Sure - done here - hope that is where you wanted it

[petednz]

Well - hate to open a really old one - but we just ran in to this one again - and looks like it missed being on the 2.3 (now 3.0) roadmap.

Before i get Eileen to dive in and see what is involved in hybridising the 'print receipt' and 'send email' so that we can 'send receipt' through the 'send email' tool (including using a template and adding other standard tokens) I thought I should just check in with the wise heads to see if they know if anyone else has dug in to this, or whether it didn't make it in 3.0 cause it proved a harder bugger to knock off?

[Donald Lobo]

the print PDF receipt code basically uses the mail code to get the receipt text and prints this out. I suspect it will be an easy fix to add the "send email receipt" task

most likely we ran out of time and pushed that issue to sometime in the future

lobo

[petednz]

or maybe i failed to get it on to that list 

[Eileen]

Hi,

I can confirm that it would be fairly easy to add the 'send e-mail receipt here' but in this case it doesn't quite fit. The customer wants effectively to be able to write a custom e-mail message (i.e. it would change every few weeks) with relevant information inserted about the contribution. The pdf code is based on using the receiptMessage.tpl file which is not practical for the customer to edit.

What would be ideal in this instance is that if tokens relevant to the contributions returned in the search could be passed up to the main function

[Eileen]

I was going to do as Dave said (since I think it did get lost):

Code: [Select]


Re: Import contribution bug in 2.0 - and triggering receipt - and Completed status
« Reply #4 on: November 01, 2008, 01:44:30 pm »
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Pete - a "Print Contribution Receipts" batch action was added in 2.1 (from Find Contributions results) - but not an "Email Contribution Receipts" action. Seems like a useful feature - wanna add it as a suggestion on the 2.3 roadmap so it doesn't get "lost"?
But I'm not sure someone else hasn't logged an issue that supercedes this - I couldn't find it in JIRA though

[Eileen]

Actually I'll log this on the JIRA to happen someday & if it's a duplicate I'm sure it will be closed quickly.