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Show pending changes to recurring donations in DonorPortal
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Description

@K3vnhill we could use some design input on this

After a donor submits a request to change / pause / cancel their recurring donation, it will go into a queue and be processed at Civi within a couple of minutes. If they navigate back to the donor portal homepage during that interval, should we show something to indicate that their request is processing? It could be a generic bit of text like 'We are processing your change request for this donation' so we don't need different messages for each type of change.

Programming-wise there are some tricky edge cases to consider. E.g. If we just add the change flag to the donation state loaded into the page initially, we would lose it if the donor fully reloads the page before the queue is processed.

Event Timeline

@Ejegg on the confirmation screen for the cancel your recurring we have a line of copy that acts as a disclaimer: "Your $X monthly donation has been cancelled. Please note that it may take up to 30 minutes for the cancellation to appear on your donor account." It sounds like we should apply this disclaimer to all of the confirmation screens (change amount, convert to Annual, Pause), and add it to the homepage 'Your Active Recurring Donations' section. Ideally, people will read this disclaimer and not expect to see any changes, but I'm guessing user behaviours will include reloading the page to see the changed state of their gift. I'll raise this with the working group! Thank you for flagging!

Follow-up question for you: if the donor changes their gift, then reloads their browser to see the gift status change on the homepage, will the request be lost, or will it still be in queue?

@K3vnhill reloading the page after submitting a request will not affect that queued request.

Hi team, I've re-engaged Ramon on this item, asking for a recurring donation card that indicates that a "change has been requested". Please see the mock up I created attached.

Change request flag on 'Your recurring donations'.png (388×814 px, 74 KB)
I'm uncertain if this is the correct solution, as it seems a page refresh may also be required to indicate a state change on the main donor portal page post gift edit. Can you input on what a solution could be here?

Updating this Phab with Ramón's mockup:

  • I am thinking that we can follow the same layout we did for the paypal notification.
  • I the idea of blocking the entire actions section to prevent further changes while the updates are in progress
  • Additionally, we could change the "status" label to something like "processing" that way is even more clear that something is going to happen

card-donation-processing.png (302×1 px, 24 KB)

  • The color variables I am using are:

border: color-gray-bright
background: color-gray-pale
label: color-orange-bright

Figma file for reference

@KHill-WMF flagged this as a priority coming out of the QA process - bringing this into current sprint.

Change #1222287 had a related patch set uploaded (by Wfan; author: Wfan):

[mediawiki/extensions/DonationInterface@master] Add processing for recurring donations each time send action

https://gerrit.wikimedia.org/r/1222287

Change #1222287 merged by jenkins-bot:

[mediawiki/extensions/DonationInterface@master] Indicate processing status for recurring donations

https://gerrit.wikimedia.org/r/1222287

XenoRyet set Final Story Points to 2.