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Maniphest T358914

Enable Recurring Annual Donations
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Description

  • We'd like to offer our supporters the ability to donate yearly [or pledge to give to us once a year] via our existing donation flows.
  • Need to consider how to record and treat these supporters in Civi and through stewardship comms, and parse out exactly what the UX flow would be (including "pledge" wording and functionality).
  • Think through technical requirements and any potential edge case issues.

Note: an update to this old phab: T251418: [Enhancement] Include option for annual frequency of donation

Details

SubjectRepoBranchLines +/-
Pass frequency_unit for PayPal profile creationmediawiki/extensions/DonationInterfacemaster+3 -1
Allow annual donationsmediawiki/extensions/DonationInterfacemaster+24 -1
Allow importing annual recurring donationswikimedia/fundraising/crmmaster+2 -196
Handle annual recurring in PayPal IPNwikimedia/fundraising/SmashPigmaster+3 -0
Set up annual donations for PayPal ECwikimedia/fundraising/SmashPigmaster+8 -2
Support annual donations in SmashPig Schedulerwikimedia/fundraising/crmmaster+55 -19
Handle annual donations in PayPal auditwikimedia/fundraising/toolsmaster+6 -3
Pull in frequency_unit and interval from logswikimedia/fundraising/crmmaster+2 -0
Customize query in gerrit

Related Objects

Event Timeline

AKanji-WMF created this task.Mar 1 2024, 9:44 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptMar 1 2024, 9:44 PM
spatton subscribed.Mar 4 2024, 7:04 PM
AKanji-WMF moved this task from Triage to Near Future on the Fundraising-Backlog board.Mar 4 2024, 9:07 PM
Pcoombe subscribed.Mar 28 2024, 7:02 PM
AKanji-WMF moved this task from Near Future to Next on the Fundraising-Backlog board.Apr 11 2024, 7:41 PM
AKanji-WMF moved this task from Next to Sprint +1 on the Fundraising-Backlog board.Tue, Apr 23, 2:28 AM
AKanji-WMF moved this task from Sprint +1 to Current Sprint on the Fundraising-Backlog board.Tue, Apr 23, 7:55 PM
AKanji-WMF added a project: Fundraising Sprint: hammertime($touch_this=false).Tue, Apr 23, 8:59 PM
Ejegg claimed this task.Wed, May 1, 2:40 PM
Ejegg moved this task from Backlog to Doing on the Fundraising Sprint: hammertime($touch_this=false) board.
Ejegg added a comment.EditedWed, May 1, 2:45 PM

Civi core already supports annual (or quarterly) donations via the frequency_unit (deafult 'month') and frequency_interval (default 1) columns on the civicrm_contribution_recur table. I'd suggest we use those same names as the query string parameters. I'll start with a patch to send those through to Civi from payments forms.

Then we'll need to update our nightly charge job to correctly calculate the next date when the donation isn't monthly.

Ejegg added a comment.Thu, May 2, 4:50 PM

Other work to do: Support annual donations in PayPal EC, update our logic that cancels active recurrings with no payments in 90 days, to exclude annual donations.

gerritbot added a comment.Mon, May 6, 3:23 PM

Change #1028528 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] Allow annual donations

https://gerrit.wikimedia.org/r/1028528

gerritbot added a project: Patch-For-Review.Mon, May 6, 3:23 PM
gerritbot added a comment.Mon, May 6, 3:36 PM

Change #1028531 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/SmashPig@master] Set up annual donations for PayPal EC

https://gerrit.wikimedia.org/r/1028531

Ejegg added a comment.Mon, May 6, 4:02 PM
In T358914#9764608, @Ejegg wrote:

Other work to do: Support annual donations in PayPal EC, update our logic that cancels active recurrings with no payments in 90 days, to exclude annual donations.

Patch is up for the SmashPig side of annual donations in PayPal EC, and it looks like our CancelInactives logic is already limiting to just monthly donations.

gerritbot added a comment.Mon, May 6, 4:18 PM

Change #1028549 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Support annual donations in SmashPig Scheduler

https://gerrit.wikimedia.org/r/1028549

gerritbot added a comment.Mon, May 6, 5:54 PM

Change #1028561 had a related patch set uploaded (by Ejegg; author: Ejegg):

[mediawiki/extensions/DonationInterface@master] Pass frequency_unit for PayPal profile creation

https://gerrit.wikimedia.org/r/1028561

Ejegg added a comment.Mon, May 6, 5:57 PM

Other things we'll need: import frequency_unit in queue consumer, read it out of logs in audit processor, determine frequency_unit in IPNs.

gerritbot added a comment.Mon, May 6, 6:04 PM

Change #1028562 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Pull in frequency_unit and interval from logs

https://gerrit.wikimedia.org/r/1028562

gerritbot added a comment.Mon, May 6, 6:43 PM

Change #1028563 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/SmashPig@master] Handle annual recurring in PayPal IPN

https://gerrit.wikimedia.org/r/1028563

gerritbot added a comment.Tue, May 7, 4:10 PM

Change #1028562 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Pull in frequency_unit and interval from logs

https://gerrit.wikimedia.org/r/1028562

Ejegg added a comment.Tue, May 7, 5:35 PM
In T358914#9775326, @Ejegg wrote:

Other things we'll need: import frequency_unit in queue consumer, read it out of logs in audit processor, determine frequency_unit in IPNs.

I just checked, and the queue consumer is already importing it. The patch for the audit to pull it from logs has merged, and there is a small patch for the PayPal IPN listener in review to handle annual donations there. Checking on the python PayPal audit code.

gerritbot added a comment.Tue, May 7, 5:44 PM

Change #1028875 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/tools@master] Handle annual donations in PayPal audit

https://gerrit.wikimedia.org/r/1028875

Ejegg moved this task from Doing to Ready for Review on the Fundraising Sprint: hammertime($touch_this=false) board.Tue, May 7, 5:46 PM

OK, got another small patch up for the python PayPal audit. That's all I can think of for now!

gerritbot added a comment.Tue, May 7, 7:25 PM

Change #1028549 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Support annual donations in SmashPig Scheduler

https://gerrit.wikimedia.org/r/1028549

AKanji-WMF edited projects, added Fundraising Sprint: ick(); removed Fundraising Sprint: hammertime($touch_this=false).Tue, May 7, 8:02 PM
gerritbot added a comment.Thu, May 9, 5:17 PM

Change #1028531 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Set up annual donations for PayPal EC

https://gerrit.wikimedia.org/r/1028531

gerritbot added a comment.Thu, May 9, 5:17 PM

Change #1028563 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Handle annual recurring in PayPal IPN

https://gerrit.wikimedia.org/r/1028563

Ejegg moved this task from Backlog to Ready for Review on the Fundraising Sprint: ick() board.Fri, May 10, 6:05 PM
gerritbot added a comment.Thu, May 16, 5:36 PM

Change #1032539 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Allow importing annual recurring donations

https://gerrit.wikimedia.org/r/1032539

gerritbot added a comment.Thu, May 16, 8:56 PM

Change #1032539 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Allow importing annual recurring donations

https://gerrit.wikimedia.org/r/1032539

gerritbot added a comment.Fri, May 17, 12:51 AM

Change #1028528 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Allow annual donations

https://gerrit.wikimedia.org/r/1028528

gerritbot added a comment.Fri, May 17, 1:00 AM

Change #1028561 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Pass frequency_unit for PayPal profile creation

https://gerrit.wikimedia.org/r/1028561

ReleaseTaggerBot added a project: MW-1.43-notes (1.43.0-wmf.6; 2024-05-21).Fri, May 17, 1:00 AM
Cstone moved this task from Ready for Review to Being Reviewed on the Fundraising Sprint: ick() board.Fri, May 17, 2:59 AM
Cstone moved this task from Being Reviewed to Pending Deployment on the Fundraising Sprint: ick() board.
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