Page MenuHomePhabricator

Endowment donation not showing up in the pop-up when mousing over the Civi icon
Closed, ResolvedPublic

Description

The DR team mouses over the CID Civi icon to determine if a donor has donated this fiscal year, however, when donations were made to the Endowment in the previous fiscal year but still this calendar year, the mouse-over capability doesn’t show such donation under the 'last donated' field in the pop-up as it does for annual donations.
Considering the current volume of inquiries we're dealing with, it would be great to have the mouse-over pop-up showing the last donation accurately, independently of which campaign it came from.
Here are a few CIDs as examples: 52092210 (screenshot below), 23758672, and 45608176.
Pop-up we see when mousing over the CID:

Screenshot 2023-09-20 at 11.05.47 AM.png (424×716 px, 47 KB)

Versus checking the contribution tab to solve the donor inquiry:
Screenshot 2023-09-20 at 11.06.02 AM.png (228×1 px, 52 KB)

Lastly, here's an old phab with a similar issue already solved, in case it helps. Thanks in advance, team!

Event Timeline

XenoRyet triaged this task as Medium priority.Oct 16 2023, 10:20 PM

OK, it looks like it's pulling the 'annual fund last donation date' as well as annual fund lifetime totals and last amount, to fill in that popup. I'll try to switch it to use the 'all funds' versions of those fields.

Tech info for future fr-tech-ers: This is the 'Summary Overlay' profile, which can be edited from Administer > Customize Data and Screens > Profiles or at the url civicrm/admin/uf/group .

@SHust I've updated that overlay. Lifetime USD Total and Last Donated now pull in the 'All Funds' version of those two fields. We don't have a field available for 'All Funds last original amount' so I changed the display name of that third field to 'Last Orig Amt (Annual Fund)' to make it clear which amount it refers to. Will that be satisfactory?

@Ejegg Sorry if my original explanation wasn’t the most helpful! What we are looking to achieve is the capability to view the most recent donation date and amount by hovering over the CID, regardless of its source. Currently, we face an issue where accurate data regarding endowment donations is not visible unless we get into the actual CID. I can see, however, that the accurate date is coming up, only the amount isn’t reflecting the latest donation. Is there a way to have the date and the amount reflect the latest donation regardless of its source?
Mouse over pop-up view:

Screenshot 2023-11-09 at 3.39.06 PM.png (258×682 px, 31 KB)

Actual CID contribution view:

Screenshot 2023-11-09 at 3.39.22 PM.png (392×1 px, 83 KB)

@SHust unfortunately the only 'last donation amount' field that we have in our roll-up table is limited to the annual fund donations, so there's no way to get the latest endowment donation via the normal profile edit screen.

I'll see if there's a way to tweak that overlay programmatically rather than adding a new roll-up table field. The 'last amount' type of field would cost a lot of performance on each donation save, so that would be my last option here.

@Ejegg Thank you for the thorough clarification! I can now understand it and will instruct the team to prioritize the date which is an improvement, so thanks a bunch for making it happen.

Change 973240 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Add last donation amount on summary profile

https://gerrit.wikimedia.org/r/973240

Turns out there was indeed a way to do this programatically, but I've just got to get it reviewed.

Change 974703 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add mgd to add summary overlay fields on dev

https://gerrit.wikimedia.org/r/974703

Change 973240 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add last donation amount on summary profile

https://gerrit.wikimedia.org/r/973240

Eileenmcnaughton subscribed.

I pushed out the patch to fix this but pulled it back to being reviewed cos I added a follow on patch just a align our dev with prod

https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/974703

Change 974709 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Fix profile summary donation date to be last

https://gerrit.wikimedia.org/r/974709

Change 974703 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add mgd to add summary overlay fields on dev

https://gerrit.wikimedia.org/r/974703

Change 974709 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix profile summary donation date to be last

https://gerrit.wikimedia.org/r/974709

@SHust success! We just deployed a fix to get the real last donation amount (whether endowment or annual fund) into that overlay, and I deleted the older annual-fund-only amount there. The way I added the new field, it seems to only want to be at the end of the list. I hope the field movement doesn't bother folks.

@Ejegg I can’t believe it!!! Thank you so much, it feels like Christmas 😊

XenoRyet set Final Story Points to 2.