Benefactor Page Listing Custom field
Closed, ResolvedPublic
Actions

Assigned To

Authored By

	RLewis
	Apr 27 2021, 2:15 PM

Description

Screen Shot 2021-04-27 at 3.10.25 PM.png (666×900 px, 63 KB)

Now that there are a few of us updating this section in Civi within the MGFE team, we would love to have a field that adds the date when the Listed on Benefactor Page as field is updated, this allows us to identify if the information in the listing field is current or not and can help determine what Benefactor email we will send to the donor.

I added in the Benefactor Page Last Updated field myself but this requires someone to remember to populate this every time they made a change to the Listed as/Listed on Benefactor Page as and wondered if there was a chance that there could be an automatic date field added instead. And if this is do-able the Endowment team would also like this field for the Endowment Site Listed As and WLS Listed As also.

Details

Subject	Repo	Branch	Lines +/-
Add the 2 extra desired tracking fields	wikimedia/fundraising/crm	master	+32 -4
Move the custom fields definition to a more logical place	wikimedia/fundraising/crm	master	+1 K -1 K
Minor cleanup - switch to single get call	wikimedia/fundraising/crm	master	+8 -6
Add additional MG-defined benefactor fields to dev sites	wikimedia/fundraising/crm	master	+42 -1
Updated triggers for benefactor table	wikimedia/fundraising/crm	master	+33 -0

Customize query in gerrit

Related Objects

Mentioned In: T282448: Automatic date added when Benefactor Page Listing fields are updated

Event Timeline

RLewis created this task.Apr 27 2021, 2:15 PM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptApr 27 2021, 2:15 PM

• DStrine removed • DStrine as the assignee of this task.Apr 27 2021, 2:55 PM

• DStrine added a project: Fundraising-Backlog.

• DStrine subscribed.

• DStrine moved this task from Triage to Sprint +2 on the Fundraising-Backlog board.Apr 27 2021, 7:29 PM

• DStrine moved this task from Sprint +2 to Sprint +1 on the Fundraising-Backlog board.May 10 2021, 4:19 PM

• DStrine moved this task from Sprint +1 to Current Sprint on the Fundraising-Backlog board.May 11 2021, 7:34 PM

• DStrine added a project: fundraising sprint Just in time roller coaster building.May 11 2021, 7:50 PM

• DStrine triaged this task as Medium priority.May 12 2021, 3:25 PM

Change 693281 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add additional MG-defined benefactor fields to dev sites

https://gerrit.wikimedia.org/r/693281

gerritbot added a project: Patch-For-Review.May 21 2021, 4:57 AM

@RLewis would this also apply to the endowment & wls fields in the same set or if Listed on Benefactor Page as or Listed Order by is updated? Also - would it be better to call the field 'last verified' - you might have cases where you just confirm that it's still right

Also what if the fields are emptied out?

@Eileenmcnaughton I think it would be good if the Endowment and WLS have a separate field as different people are updating the three separate listings and also someone can be listed on the Endowment, WLS and Benefactor page but a different times.

Happy to go with a field name that makes sense and last verified works.

It might switch from Anonymous to Public for instance or from Public to Anonymous in which case we would delete their previous listing.

Change 693985 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Updated triggers for benefactor table

https://gerrit.wikimedia.org/r/693985

@Dwisehaupt are you able to run this trigger fix up - https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/693985 that will add the new fields Rosie created into the triggers

@RLewis is this something you would want to search on - or just display when you are on the page for eyeballing

I'm kinda undecided about the best approach - I feel there are different approaces

use mysql triggers to cause the information to be logged whenever a change happens. I have a couple of reservations about this including
we actually already log every change made to the benefactor fields (not yet the new ones but definitely the old one). This is only very marginally visible to you through the change log - but we could do something like the address history tab to make it more visible
add a hook that fills in the date updated using php when the form is submitted (the difference between this & 1 is technical not functional)
add a hook that creates an activity when these fields are updated.

Probably once created 2 would be the least ongoing maintenance - but I don't know how you would use the data to be sure about whether it wuld meet your needs

@Ejegg this is something I wouldn't mind your thoughts on

Eileenmcnaughton claimed this task.May 25 2021, 12:30 AM

Eileenmcnaughton moved this task from Backlog to Doing on the fundraising sprint Just in time roller coaster building board.

Eileenmcnaughton mentioned this in T282448: Automatic date added when Benefactor Page Listing fields are updated.

@Eileenmcnaughton initially I think we would only need this field to be for display purposes but I can see some uses for having this be a searchable field, especially for when we pull the donor list to be included on the Annual Report.

• DStrine added a project: Fundraising Sprint Ketchup Flume Ride.May 25 2021, 8:35 PM

Change 693281 merged by Eileen:

[wikimedia/fundraising/crm@master] Add additional MG-defined benefactor fields to dev sites

https://gerrit.wikimedia.org/r/693281

• DStrine added a project: fundraising sprint Legø Trampoline.Jun 8 2021, 8:15 PM

• DStrine added a project: Fundraising Sprint Mandatory corn dogs.Jun 22 2021, 7:43 PM

Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint Mandatory corn dogs board.Jun 23 2021, 1:19 AM

Change 704192 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Minor cleanup - switch to single get call

https://gerrit.wikimedia.org/r/704192

Eileenmcnaughton moved this task from Doing to Review on the Fundraising Sprint Mandatory corn dogs board.Jul 13 2021, 1:40 AM

Change 704192 merged by jenkins-bot: