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When contact records auto merge - contribution records not carrying over
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Description

I noticed that a gift on CID 60809973 did not make it onto the new record it was merged to (CID 52702878) in Civi and was deleted along with the original contact record. It seems like this is only the case with the Civi auto merge, not when I manually merge as I haven't noticed that.

I will move the gift to the correct record now so the data in Civi is correct. This could cause issues with gifts as we continue to import, so it would be good to look into this as soon as possible. Thank you!

Event Timeline

I tried to move the record, but got the error screenshotted below twice. Not sure if this is due to Civi maintenance or something else.

Screenshot 2025-02-04 at 2.50.05 PM.png (190×710 px, 31 KB)

Then when I refresh the page I get the below, but I do see the contribution record there:

Screenshot 2025-02-04 at 2.51.27 PM.png (142×690 px, 14 KB)

The example case was not auto merge but merged by Janaina, if you check it from activity table, but confirmed that contribution was been left out

Logging new examples:

CID 54763338
CID 64877404
CID 41110980
CID 59172355
CID 39278779
CID 23976856
CID 58693514
CID 63026493
CID 65127118
CID 61461581
CID 63684993
CID 56131386

If possible can we raise priority on this? It is effecting our ability to accurately log donations and thank donors.

What worries me is I think we have a job to pick these up & failmail us but it isn't?

Thanks @Eileenmcnaughton to created T317257, we now would have a job to alert those if deleted contact have recurring contributions.

What worries me is I think we have a job to pick these up & failmail us but it isn't?

All above accounts are get deleted earlier then add new contribution via direct mail major gift check (Major Gifts - CC104), except for CID 64877404 no contribution in the deleted one, and seems recently get merged by Eileen.
[x]: a new cron job created to send us failmail if any contact get deleted have remaining recurring donations. T317257
2: I wonder how donor relation logs those check in civi @MDemosWMF, @Eileenmcnaughton, we should call a function getmergedto to prevent the new contribution log to merged contact

Logging new examples:

CID 54763338
CID 64877404
CID 41110980
CID 59172355
CID 39278779
CID 23976856
CID 58693514
CID 63026493
CID 65127118
CID 61461581
CID 63684993
CID 56131386

If possible can we raise priority on this? It is effecting our ability to accurately log donations and thank donors.

Aha - this is the phab I couldn't find when I emailed!!

I have done a few things

  1. fixed the issue @MDemosWMF had with moving contributions from deleted contacts
  2. identified & fixed an issue where Adyen contributions were winding up against deleted contacts T386770
  3. Resolved the phab T317257 above creating a job to pick these up in real time. Once that job is running we can probably close this as we will be notified as soon as it happens again & at that point we can open a new phab with timely information for diagnosis.

The main thing that needs to be done at this point is we need to clean up the ~397 donations currently against deleted contacts. I reached out to @MDemosWMF @SHust @krobinson & @RLewis by email to see if we can get some help - some of these really do require manual eyes on - worse case we can just undelete the contacts but we would be missing a trick if we fail to move the contributions to the right contacts

Thanks, @Eileenmcnaughton - we have pretty good bandwidth right now, so I'm sure could help with the look up on some of these.

@Eileenmcnaughton I can assist a bit too if needed. I will go through the list I have above and move those as a start.

XenoRyet set Final Story Points to 8.