@CHudson-WMF From the donor portal, we also create pause, cancel, annual convert and upgrade recur decline activities. I wonder if we should also create pause, cancel and annual convert activities from UI actions to match those (upgrade recur decline is not relevant)? We could also add monthly convert (changed annual donation to monthly), which isn't possible via donor portal yet, but is possible from the UI.

Would that consistency help on your end or would it not matter?

Hi, @Lars -- from what I understood, I think that should already be happening? I think it's only the upgrade/downgrade action that's inconsistent right now. That is to say, we do have pause and cancel activities are being logged in Civi that don't occur through the donor portal and we'd assumed that those captured all of those actions that were currently initiated in the UI.

@CHudson-WMF
Pause: We don't have these activities for non-donor portal pauses. So if you have them, you must be getting them from the logs or something. We could switch to activities if it were easier.
Annual convert: As above, only for donor portal. Not sure if you have these, there are only a handful in Civi. Could make activities if it were easier (same for monthly convert).
Cancel: We do have these in Civi, but they don't have the reason on the activity like they do from the donor portal, so I think I remember you're getting it from the contribution instead. We could create the activities like we get from the donor portal, if easier.

Basically, if we're going to be doing the upgrade and downgrade activities, it wouldn't be much more work just to cover all the activity types, so if that makes things easier in the long run and keep things consistent, lets do it now.

Yes, we need all of the activities tracked both from the donor portal and not from the donor portal. This is the distribution of activities I have right now:

Basically, any activity that we're tracking in the Donor portal, we also need to be able to track when the same type of activity was initiated outside of the portal and it'd be best to have these activities include the same information, if possible.

OK, I think it makes sense to just create all the same activities as closely as possible in that case.

The cancel activities are already created by CiviCRM when done through the UI, but I think I can add some detail to them to make them look more like the donor portal ones.

Also check into what happens with auto-cancellation which currently doesn't create activities at all.