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Maniphest T346620

Create FundraiseUp Audit module in CiviCRM
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Description

Here's a sample export from Fundraise-up, we can always edit the template on the dashboard:

export_donations_2023-test.csv5 KBDownload

For the import process, we would be reusing the existing BaseAuditProcessor class definition as it's implementation already covers the required scenarios. However we would be setting the makemissing option to true in order to push the missing main transactions to the donation queue.~~

We would need to setup a FundraiseupAudit class in Smashpig to parse and map the donation records from the Fundraiseup export to the Civi contribution template

Details

Related Changes in Gerrit:
SubjectRepoBranchLines +/-
Add Fundraiseup platform fees to fees - Update test.wikimedia/fundraising/crmmaster+20 -20
Add Fundraiseup Platform fees to feewikimedia/fundraising/SmashPigmaster+4 -3
Add external_identifier to Contact save parameters.wikimedia/fundraising/crmmaster+15 -8
Map Fundraiseup Supporter ID to external_identifierwikimedia/fundraising/SmashPigmaster+6 -0
Update smashpig to allow venmo in Fundraiseup auditwikimedia/fundraising/crmmaster+8 -8
Create Fundraiseup Audit Processorwikimedia/fundraising/crmmaster+728 -16
Break contribution_tracking insert out of normalize fnwikimedia/fundraising/crmmaster+54 -41
Add venmo to list of supported payment_methodswikimedia/fundraising/SmashPigmaster+2 -1
Create function to handle negative transactions in order to be able to override it for some processors.wikimedia/fundraising/crmmaster+71 -56
Setup fundraiseup2civicrm import class and add test data.wikimedia/fundraising/crmmaster+78 -0
Customize query in gerrit

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Event Timeline

Damilare created this task.Sep 18 2023, 11:23 AM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptSep 18 2023, 11:23 AM
Damilare added a project: Fundraising Sprint Rasberry Pi Beret 👩🏽‍🎨.Sep 18 2023, 11:23 AM
Damilare moved this task from Backlog to Doing on the Fundraising Sprint Rasberry Pi Beret 👩🏽‍🎨 board.Sep 18 2023, 1:46 PM
Damilare moved this task from Doing to Backlog on the Fundraising Sprint Rasberry Pi Beret 👩🏽‍🎨 board.
Damilare updated the task description. (Show Details)Sep 18 2023, 2:53 PM
Damilare updated the task description. (Show Details)Sep 18 2023, 3:31 PM
Damilare updated the task description. (Show Details)Sep 18 2023, 3:38 PM
Damilare renamed this task from Create Fundraise-up audit module to Create fundraise2civicrm import module.Sep 19 2023, 3:30 PM
Damilare renamed this task from Create fundraise2civicrm import module to Create fundraiseup2civicrm import module.Sep 19 2023, 3:41 PM
Damilare updated the task description. (Show Details)
gerritbot added a comment.Sep 19 2023, 4:45 PM

Change 958997 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Setup fundraiseup2civicrm import class and add test data.

https://gerrit.wikimedia.org/r/958997

gerritbot added a project: Patch-For-Review.Sep 19 2023, 4:45 PM
gerritbot added a comment.Sep 20 2023, 8:13 PM

Change 959346 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] WIP: Create Fundraiseup Audit Processor

https://gerrit.wikimedia.org/r/959346

Damilare renamed this task from Create fundraiseup2civicrm import module to Create FundraiseUp Audit module in CiviCRM.Sep 25 2023, 10:12 PM
Damilare updated the task description. (Show Details)
Damilare moved this task from Backlog to Ready for Review on the Fundraising Sprint Rasberry Pi Beret 👩🏽‍🎨 board.Sep 25 2023, 10:22 PM
gerritbot added a comment.Sep 25 2023, 10:23 PM

Change 958997 abandoned by Damilare Adedoyin:

[wikimedia/fundraising/crm@master] Setup fundraiseup2civicrm import class and add test data.

Reason:

https://gerrit.wikimedia.org/r/958997

AKanji-WMF edited projects, added Fundraising Sprint Spacebar Oddity 👾; removed Fundraising Sprint Rasberry Pi Beret 👩🏽‍🎨.Sep 26 2023, 8:37 PM
Damilare moved this task from Backlog to Ready for Review on the Fundraising Sprint Spacebar Oddity 👾 board.Sep 26 2023, 8:45 PM
Ejegg subscribed.Sep 27 2023, 3:11 PM

@Damilare I notice that example csv has the amounts all formatted with currency symbols AND the 3-letter ISO codes in the cell. Is that something you were able to turn off to generate the exports included as sample data with the audit parser?

Damilare added a comment.EditedSep 27 2023, 3:28 PM

@Ejegg yes, I need to update the file added to the task. I updated the template I created such that it now has the amounts as values alone with the currency symbol and the ISO code.

Damilare updated the task description. (Show Details)Sep 27 2023, 3:34 PM
Damilare added a subtask: T347616: Make sure we don't send thank you emails for Fundraise Up donors.Sep 29 2023, 9:52 AM
gerritbot added a comment.Oct 3 2023, 7:00 AM

Change 962943 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Create function to handle negative transactions in order to be able to override it for some processors.

https://gerrit.wikimedia.org/r/962943

gerritbot added a comment.Oct 3 2023, 1:37 PM

Change 963056 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/crm@master] Break contribution_tracking insert out of normalize fn

https://gerrit.wikimedia.org/r/963056

gerritbot added a comment.Oct 4 2023, 2:52 PM

Change 963329 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/SmashPig@master] Add venmo to list of supported payment_methods

https://gerrit.wikimedia.org/r/963329

gerritbot added a comment.Oct 4 2023, 3:22 PM

Change 962943 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Create function to handle negative transactions in order to be able to override it for some processors.

https://gerrit.wikimedia.org/r/962943

gerritbot added a comment.Oct 5 2023, 8:27 PM

Change 963329 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Add venmo to list of supported payment_methods

https://gerrit.wikimedia.org/r/963329

AnnWF moved this task from Ready for Review to Being Reviewed on the Fundraising Sprint Spacebar Oddity 👾 board.Oct 5 2023, 9:06 PM
gerritbot added a comment.Oct 6 2023, 6:24 PM

Change 963056 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Break contribution_tracking insert out of normalize fn

https://gerrit.wikimedia.org/r/963056

AKanji-WMF mentioned this in T348408: Fundraising Sprint T - Priorities.Oct 8 2023, 6:40 PM
gerritbot added a comment.Oct 10 2023, 7:04 PM

Change 959346 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Create Fundraiseup Audit Processor

https://gerrit.wikimedia.org/r/959346

XenoRyet closed subtask T346621: Create SmashPig FundraiseupAudit Class as Resolved.Oct 10 2023, 7:07 PM
XenoRyet closed subtask T347359: Add fundraiseup to the list of processors in CiviCRM buildkit as Resolved.
XenoRyet closed subtask T346622: Create Fundraiseup PaymentProcessor in CiviCRM as Resolved.
Maintenance_bot removed a project: Patch-For-Review.Oct 10 2023, 7:10 PM
AKanji-WMF edited projects, added Fundraising Sprint This LAN is your LAN; removed Fundraising Sprint Spacebar Oddity 👾.Oct 10 2023, 11:09 PM
gerritbot added a comment.Oct 11 2023, 10:43 AM

Change 965097 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Update smashpig to allow venmo in Fundraiseup audit

https://gerrit.wikimedia.org/r/965097

gerritbot added a project: Patch-For-Review.Oct 11 2023, 10:43 AM
gerritbot added a comment.Oct 11 2023, 12:21 PM

Change 965097 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Update smashpig to allow venmo in Fundraiseup audit

https://gerrit.wikimedia.org/r/965097

Maintenance_bot removed a project: Patch-For-Review.Oct 11 2023, 12:31 PM
gerritbot added a comment.Oct 11 2023, 6:01 PM

Change 965235 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/SmashPig@master] Map Fundraiseup Supporter ID to external_identifier

https://gerrit.wikimedia.org/r/965235

gerritbot added a project: Patch-For-Review.Oct 11 2023, 6:01 PM
gerritbot added a comment.Oct 11 2023, 6:13 PM

Change 965236 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Add external_identifier to Contact save parameters.

https://gerrit.wikimedia.org/r/965236

gerritbot added a comment.Oct 11 2023, 7:33 PM

Change 965235 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Map Fundraiseup Supporter ID to external_identifier

https://gerrit.wikimedia.org/r/965235

Damilare moved this task from Backlog to Pending Deployment on the Fundraising Sprint This LAN is your LAN board.Oct 11 2023, 9:03 PM
Damilare added a subtask: T347882: Handle contact update from Fundraiseup.
gerritbot added a comment.Oct 11 2023, 9:17 PM

Change 965236 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add external_identifier to Contact save parameters.

https://gerrit.wikimedia.org/r/965236

Maintenance_bot removed a project: Patch-For-Review.Oct 11 2023, 9:30 PM
Eileenmcnaughton moved this task from Pending Deployment to Done on the Fundraising Sprint This LAN is your LAN board.Oct 11 2023, 10:57 PM
gerritbot added a comment.Oct 12 2023, 5:40 PM

Change 965550 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/SmashPig@master] Add Fundraiseup Platform fees to fee

https://gerrit.wikimedia.org/r/965550

gerritbot added a project: Patch-For-Review.Oct 12 2023, 5:40 PM
gerritbot added a comment.Oct 12 2023, 6:03 PM

Change 965554 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Add Fundraiseup platform fees to fees - Update test.

https://gerrit.wikimedia.org/r/965554

gerritbot added a comment.Oct 12 2023, 7:27 PM

Change 965550 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Add Fundraiseup Platform fees to fee

https://gerrit.wikimedia.org/r/965550

gerritbot added a comment.Oct 12 2023, 8:12 PM

Change 965554 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add Fundraiseup platform fees to fees - Update test.

https://gerrit.wikimedia.org/r/965554

Maintenance_bot removed a project: Patch-For-Review.Oct 12 2023, 8:30 PM
XenoRyet closed this task as Resolved.Oct 23 2023, 7:29 PM
XenoRyet closed subtask T347882: Handle contact update from Fundraiseup as Resolved.
XenoRyet set Final Story Points to 4.
XenoRyet closed subtask T347616: Make sure we don't send thank you emails for Fundraise Up donors as Resolved.Oct 23 2023, 7:32 PM
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