Recurring transaction information from dLocal console
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	RKumar_WMF
	Feb 8 2024, 7:19 AM

Description

We are unable to identify recurring transactions for LATAM countries in dlocal console hence unable to pull data on recurring volumes. We raised this to dlocal and we were informed that we need to initiate the description from our end. Below is the information received from dlocal:

"for recurring transactions to appear in the dashboard, your team has to initiate the description from your end either in the invoice id or in the transaction description. Other than that, there is no option for us to differentiate the recurring transactions in the LATAM countries."

Details

	Subject	Repo	Branch	Lines +/-
	Update description for following recurrings	wikimedia/fundraising/crm	master	+8 -3
	If recurring, add (recurring) after description for dlocal console	wikimedia/fundraising/SmashPig	master	+4 -0

Customize query in gerrit

Related Objects

Mentioned In: T361539: Can we figure out a way to have all the descriptors come from one place

Event Timeline

RKumar_WMF created this task.Feb 8 2024, 7:19 AM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptFeb 8 2024, 7:19 AM

AKanji-WMF moved this task from Triage to Sprint +1 on the Fundraising-Backlog board.Feb 20 2024, 9:22 PM

AKanji-WMF moved this task from Sprint +1 to Current Sprint on the Fundraising-Backlog board.Feb 27 2024, 10:29 PM

AKanji-WMF added a project: Fundraising Sprint: didAnyoneTryThis().Feb 29 2024, 5:43 PM

AnnWF claimed this task.Feb 29 2024, 7:30 PM

AnnWF moved this task from Backlog to Doing on the Fundraising Sprint: didAnyoneTryThis() board.Feb 29 2024, 7:38 PM

Change 1008936 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/SmashPig@master] If recurring, add (recurring) after description for dlocal console

https://gerrit.wikimedia.org/r/1008936

gerritbot added a project: Patch-For-Review.Mar 5 2024, 6:32 PM

AnnWF moved this task from Doing to Ready for Review on the Fundraising Sprint: didAnyoneTryThis() board.Mar 5 2024, 6:33 PM

Is Wikimedia +1 877 600 9454 (Recurring) as the recurring description looks ok for you? @RKumar_WMF

Change 1009579 had a related patch set uploaded (by Wfan; author: Wfan):

[wikimedia/fundraising/crm@master] If recurring, add (recurring) after description for dlocal console

https://gerrit.wikimedia.org/r/1009579

AnnWF moved this task from Ready for Review to Blocked in sprint (not fr-tech) on the Fundraising Sprint: didAnyoneTryThis() board.Mar 7 2024, 5:35 PM

Yes, looks good. The phone number appearing is something you have added or is it from dLocal?

Let us use “Wikimedia foundation (recurring)”. TY.

In T356963#9614243, @RKumar_WMF wrote:

Let us use “Wikimedia foundation (recurring)”. TY.

Thanks 😊 will do

AnnWF moved this task from Blocked in sprint (not fr-tech) to Being Reviewed on the Fundraising Sprint: didAnyoneTryThis() board.Mar 8 2024, 6:11 PM

XenoRyet added a project: Fundraising Sprint: explain($LikeImFive).Mar 12 2024, 7:26 PM

AnnWF moved this task from Backlog to Being Reviewed on the Fundraising Sprint: explain($LikeImFive) board.Mar 13 2024, 4:08 PM

Taking this over from wfan! :)

In T356963#9627153, @Cstone wrote:

Taking this over from wfan! :)

Just updated the patch to only add "(Recurring)" to descriptor for dlocal recurring donations, so if Donor Relation do not want to have the recurring add to other gateways, this patch could works, thanks cstone for follow this up with donor relation team :)

AKanji-WMF edited projects, added Fundraising Sprint: fridayFridayGottaGetDownOnFriday($fun,$fun,$fun); removed Fundraising Sprint: explain($LikeImFive).Mar 26 2024, 8:51 PM

Cstone moved this task from Backlog to Doing on the Fundraising Sprint: fridayFridayGottaGetDownOnFriday($fun,$fun,$fun) board.Mar 28 2024, 2:42 AM

Cstone mentioned this in T361539: Can we figure out a way to have all the descriptors come from one place.Tue, Apr 2, 3:39 AM

Change #1008936 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] If recurring, add (recurring) after description for dlocal console

https://gerrit.wikimedia.org/r/1008936

AKanji-WMF edited projects, added Fundraising Sprint: gone(); removed Fundraising Sprint: fridayFridayGottaGetDownOnFriday($fun,$fun,$fun).Tue, Apr 9, 8:09 PM

Cstone moved this task from Backlog to Doing on the Fundraising Sprint: gone() board.Thu, Apr 11, 9:10 PM

AKanji-WMF edited projects, added Fundraising Sprint: hammertime($touch_this=false); removed Fundraising Sprint: gone().Tue, Apr 23, 8:59 PM

Cstone moved this task from Backlog to Doing on the Fundraising Sprint: hammertime($touch_this=false) board.Wed, Apr 24, 4:12 PM