This is a ticket just to track data clean up where data is being manipulated by @JMando to compensate for poor data hygeine in Civi
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@JMando the very first clause you have is
when
gift_source in ('Chapter Gift', 'Chapter')
or channel = 'Chapter Gifts'
then 'chapter gifts'I think you can now change it to
when
channel = 'Chapter Gifts'
then 'chapter gifts'There were 105 chapter gifts prior to the start of this fiscal year. In all cases channel was empty and now it is chapter_gifts
All the ones created since are correct so we don't need to fix incoming
The next clause
financial_type_name = 'Endowment Gift'
and regexp_like(utm_source, '^sp')
then 'endowment email'- I have confirmed that 100% of the time when regexp_like(utm_source, '^sp') the mailing identifier is correctly populated
select * FROM civicrm_contribution_tracking WHERE utm_source LIKE 'sp%' AND mailing_identifier NOT LIKE 'sp%' LIMIT 1\G Empty set (8 min 15.303 sec) select * FROM civicrm_contribution_tracking WHERE mailing_identifier LIKE '%' AND mailing_identifier NOT LIKE 'sp%' LIMIT 1\G Empty set (5 min 12.857 sec)
Further it looks like 100% of cases where mailing_identifier is populated have no entry for 'channel'
select channel, count(*) FROM civicrm_contribution_tracki ng LEFT JOIN civicrm_value_1_gift_data_7 ON entity_id = contribution_id WHERE ma iling_identifier LIKE '%' GROUP BY channel; +---------+----------+ | channel | count(*) | +---------+----------+ | NULL | 24356733 | | | 183 |
SO I proposed that
- on ingress if mailing_identifier is set THEN channel = email
- I schedule an update to set channel to 'email'
UPDATE civicrm_value_1_gift_data_7 INNER JOIN civicrm_contribution_tracking ON entity_id = contribution_id SET channel = 'Email' WHERE mailing_identifier IS NOT NULL
Query OK, 16489818 rows affected (33 min 53.495 sec)
Rows matched: 16489818 Changed: 16489818 Warnings: 0
So this is how the php function is starting to look
public function getChannel(): string {
if (!empty($this->message['Gift_Data.Channel'])) {
return (string) $this->message['Gift_Data.Channel'];
}
if (!empty($this->message['channel'])) {
return $this->message['channel'];
}
if (!empty($this->message['recipient_id'])) {
return 'SMS';
}
$utmSource = $this->message['utm_source'] ?? '';
if (str_starts_with($utmSource', 'B')) {
return 'Banner';
}
if (str_starts_with($utmSource', 'sp')) {
return 'Email';
}
return '';
}ALSO
UPDATE civicrm_value_1_gift_data_7 INNER JOIN civicrm_contribution_tracking ON entity_id = contribution_id SET channel = 'Banner' WHERE utm_source LIKE 'b%' AND (channel IS NULL OR channel = '');
Query OK, 44391685 rows affected (1 hour 8 min 48.069 sec)
Rows matched: 44391685 Changed: 44391685 Warnings: 0
todo - check if case matters for utm_source LIKE as our like is case insensitive
/* 35968301 is a corporate donor that often makes small transfers. To prevent small
transfers from being tagged as Online gifts, this CID is identified as a MG donor. Other
CIDs are MG-specific donors that usually make large gifts; all located together to
easily identify when questions arise */
when
contact_id in (
35968301
, 3729480
, 10988750
, 27693813
)
then 'major gifts'Change #1193939 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Set is_major_gift on ingress
Re major gifts
UPDATE civicrm_value_1_gift_data_7 LEFT JOIN civicrm_contribution c ON c.id = entity_id SET is_major_gift = 1 WHERE total_amount >= 10000 ;
- this is quick & easy but gets chaper gifts too
ditto this - 5 seconds
UPDATE civicrm_value_1_gift_data_7 LEFT JOIN civicrm_contribution_tracking ct ON contribution_id = entity_id SET is_major_gift = 1 WHERE utm_medium LIKE 'MG%';
Change #1195061 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Update channel comparison to be lower
Change #1195061 merged by Eileen:
[wikimedia/fundraising/crm@master] Update channel comparison to be lower
Change #1195075 had a related patch set uploaded (by Lars SG; author: Lars SG):
[wikimedia/fundraising/crm@master] Fix Direct Mail option value
Change #1194788 had a related patch set uploaded (by Ejegg; author: Eileen):
[wikimedia/fundraising/crm@master] Update existing email donations to have email as channel
Change #1194788 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Update existing email donations to have email as channel
Change #1198342 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Extend our channel backfill
Change #1198342 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Extend our channel backfill
Change #1199817 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Schedule backfill on recurring gift channel
Change #1199817 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Schedule backfill on recurring gift channel
Change #1201188 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Retry recurring gift update with fixed start
Change #1201188 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Retry recurring gift update with fixed start
Change #1201229 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix mishandling of NULL
Change #1201229 merged by Eileen:
[wikimedia/fundraising/crm@master] Fix mishandling of NULL
Change #1201263 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Increment upgrade number
Change #1201263 merged by Eileen:
[wikimedia/fundraising/crm@master] Increment upgrade number
Change #1201289 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix channel update for sparser dataset
Change #1201289 merged by Eileen:
[wikimedia/fundraising/crm@master] Fix channel update for sparser dataset
Change #1201303 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Try again to broaden the net
Change #1201303 merged by Eileen:
[wikimedia/fundraising/crm@master] Try again to broaden the net
Change #1201313 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Still trying to catch them
Change #1201317 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Update utm_medium to Direct_Mail
Change #1201313 merged by Eileen:
[wikimedia/fundraising/crm@master] Still trying to catch them
Change #1201317 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Update utm_medium to Direct_Mail
I find we have a utm_medium pagelink that is getting swept into the email channel due to us doing a case insensitive search at that point.
- should we update mailing identifier for the approx 8000 that are oddly missing it
- should I explicitly code utm_medium = pagelink to Online Other channel?
SELECT utm_medium, LEFT(utm_source, 30), MIN(tracking_date), MAX(tracking_date), count(*) FROM civicrm_contribution_tracking WHERE utm_source LIKE 'sp%' AND mailing_identifier IS NULL GROUP BY utm_medium, LEFT(utm_source, 30);
| utm_medium | LEFT(utm_source, 30) | MIN(tracking_date) | MAX(tracking_date) | count(*) |
| NULL | splunge..cc | 2011-12-03 19:06:24 | 2011-12-03 19:06:24 | 1 |
| sp73493245 | 2024-11-22 16:23:45 | 2024-11-22 16:23:45 | 1 | |
| sp74626175 | 2024-11-21 15:05:23 | 2024-11-24 22:33:08 | 2095 | |
| sp74626242 | 2024-11-21 15:05:04 | 2024-11-24 23:44:04 | 1477 | |
| sp74626249 | 2024-11-21 15:10:32 | 2024-11-24 23:28:51 | 3975 | |
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Proposed sql
UPDATE civicrm_contribution_tracking LEFT JOIN civicrm_value_1_gift_data_7 ON entity_id = contribution_id SET mailing_identifier = 'sp73493245', channel = 'Email' WHERE utm_source = 'sp73493245'; UPDATE civicrm_contribution_tracking LEFT JOIN civicrm_value_1_gift_data_7 ON entity_id = contribution_id SET mailing_identifier = 'sp74626175', channel = 'Email' WHERE utm_source = 'sp74626175'; UPDATE civicrm_contribution_tracking LEFT JOIN civicrm_value_1_gift_data_7 ON entity_id = contribution_id SET mailing_identifier = 'sp74626242', channel = 'Email' WHERE utm_source = 'sp74626242'; UPDATE civicrm_contribution_tracking LEFT JOIN civicrm_value_1_gift_data_7 ON entity_id = contribution_id SET mailing_identifier = 'sp74626249, channel = 'Email'' WHERE utm_source = 'sp74626249';
Change #1201331 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Update channel for banners
Change #1201332 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Minor code tidy up
@JMando also there is this for the bulk of them - Recurring Gift, Email, sidebar, direct mail are mostly already done
https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/1201331
Another question for you @JMando
I checked to see if the case is consistently upper on mg campaigns and other than the very old 'mgemail' I found 2 in-use exceptions mg.wikipedia.org and mg.wiktionary.org - do you know if these are Major Gift appeals?
SELECT DISTINCT utm_campaign, MAX(tracking_date), count(*) FROM civicrm_contribution_tracking WHERE utm_campaign LIKE 'MG%' GROUP BY utm_campaign;
+-----------------------------------------+---------------------+----------+
| utm_campaign | MAX(tracking_date) | count(*) |
...
| mg.wikipedia.org | 2025-10-23 14:25:34 | 14 |
| mg.wiktionary.org | 2025-11-03 13:09:12 | 52 |
....
ANother question - should our is_major_gift column be NO for subsequent recurrings - given the channel + major gifts thing...
OK & last for tonight - I've put up a patch that I think interprets your sql - I'm hoping to do the updates this week.... @JMando
https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/1193939
Change #1201332 merged by Ejegg:
[wikimedia/fundraising/crm@master] Minor code tidy up
Change #1201770 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix some missing mailing identifiers
Change #1201770 merged by Eileen:
[wikimedia/fundraising/crm@master] Fix some missing mailing identifiers
Change #1201785 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Switch to Direct Mail (space)
Change #1201785 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Switch to Direct Mail (space)
Change #1201331 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Update channel for banners
Change #1201808 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Remove extraneous comma
Change #1201809 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix Direct_Mail to Direct Mail
Change #1201808 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Remove extraneous comma
Change #1201809 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Fix Direct_Mail to Direct Mail
we spoke & decided
- Major gifts is oK to be yes on subsequent - need to consider that in accounts
- mg.wikipedia.org & mg.wiktionary.org do not have complete donations - but OK to make Major gifts per @JMando rule
- I updated the mailing idenfitiers per proposed sql in https://phabricator.wikimedia.org/T406193#11338570
- utm_medium pagelink -> channel = Other Online
Change #1193939 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Set is_major_gift on ingress and backfill prior data
Change #1201862 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix ambiguous table name
Change #1201862 merged by Eileen:
[wikimedia/fundraising/crm@master] Fix ambiguous table name
Just wanted to clarify, for "Major gifts is oK to be yes on subsequent - need to consider that in accounts" in analytics for donation_type we do not mark the subsequent recurring as a major gift, similar to other donation_types.
So only one time gifts and recurring sign ups fall into the major gift donation type (same for banners, etc.). But I am assuming through the combo of channel and is_major_gift we could still report on it this way?
Change #1204103 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix a few recurring gifts that got the wrong channel
Change #1204105 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Insert gift data rows for subsequen recurrings without them
Change #1204103 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Fix a few recurring gifts that got the wrong channel
Change #1204105 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Insert gift data rows for subsequen recurrings without them
Change #1204675 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Run recurring upgrade again with UPDATE ON DUPLICATE
Change #1204675 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Run recurring upgrade again with UPDATE ON DUPLICATE
Change #1204693 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Kick start the upgrader
Change #1204693 merged by Eileen:
[wikimedia/fundraising/crm@master] Kick start the upgrader
Change #1204705 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Bump it into action again
Change #1204708 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Fix the last mis-labelled recurring gifts
Change #1204705 abandoned by Eileen:
[wikimedia/fundraising/crm@master] Bump it into action again
Change #1204712 had a related patch set uploaded (by Eileen; author: Eileen):
[wikimedia/fundraising/crm@master] Insert rows for channel = Email where mailing_identifier is not null
Change #1204708 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Fix the last mis-labelled recurring gifts
Change #1204712 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Insert rows for channel = Email where mailing_identifier is not null
I've moved this to Done just because I'm swapping out the old 'do everything' phabs for the more specific 'tasks still to be done' - I opened a separate one for getting major gifts flagged correctly which I'll look at once all the channels are assigned
Change #1195075 abandoned by Eileen:
[wikimedia/fundraising/crm@master] Fix Direct Mail option value
Reason:
otherwise merged

