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Maniphest T409994

Ensure new is_major_gift & gl code fields are fully and correctly populated
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Description

This field is used as part of the account code calculation - for non-major gift donations we use channel, for major gifts we use a major-gifts specific code. In theory there are 2 major gifts account codes - for restricted and unrestricted but I'm having trouble find examples of recent restricted gifts & the are probably not relevant to online donations.

There is also endowment - still getting more clarification on handling here (from Tiffany) but in theory a donation can be endowment AND major gifts & so the final accounting calculation takes into account the 3 fields

Details

Related Changes in Gerrit:
SubjectAuthorRepoBranchLines +/-
Set is_major_gift to true for importsEileenwikimedia/fundraising/crmmaster+42 -1
Start populating new gl_code fieldEileenwikimedia/fundraising/crmmaster+65 -10
Update is_major_gift where utm_source like ~MGEileenwikimedia/fundraising/crmmaster+26 -1
Set channel = Other Online For remaining online giftsEileenwikimedia/fundraising/crmmaster+44 -0
Treat all 'civi_mail%' utm_source as channel emailEileenwikimedia/fundraising/crmmaster+46 -1
Update is_major_gift based on utm_mediumEileenwikimedia/fundraising/crmmaster+40 -0
Fix is_major_gift for subsequent recurringsEileenwikimedia/fundraising/crmmaster+42 -0
Cede defeat - subsequentRecurrings are not major giftsEileenwikimedia/fundraising/crmmaster+3 -0
Customize query in gerrit

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Event Timeline

Eileenmcnaughton created this task.Nov 13 2025, 6:41 AM
Eileenmcnaughton moved this task from Backlog to In progress on the FR-WMF-Audit board.
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint: Vixen board.Nov 13 2025, 6:50 AM
AKanji-WMF moved this task from Triage to Current Sprint on the Fundraising-Backlog board.Nov 13 2025, 8:57 PM
XenoRyet added a project: Fundraising Sprint WWaally hoo.Nov 18 2025, 8:50 PM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint WWaally hoo board.Nov 20 2025, 12:07 AM
AKanji-WMF edited projects, added: Fundraising Sprint: Xiaolongbao; removed: Fundraising Sprint WWaally hoo.Dec 2 2025, 8:59 PM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint: Xiaolongbao board.Dec 8 2025, 8:44 PM
AKanji-WMF edited projects, added: Fundraising Sprint: Yabba Dabba Stew; removed: Fundraising Sprint: Xiaolongbao.Dec 16 2025, 8:30 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint: Yabba Dabba Stew board.
Lars added a comment.Jan 9 2026, 10:26 PM

Noting we also want to (at least in the long term) ensure we are setting is_major_gift for imports as well.

Eileenmcnaughton moved this task from Doing to Blocked in Sprint (not fr-tech) on the Fundraising Sprint: Yabba Dabba Stew board.Jan 13 2026, 2:15 AM
AKanji-WMF edited projects, added: Fundraising Sprint: ARMchair; removed: Fundraising Sprint: Yabba Dabba Stew.Jan 13 2026, 9:31 PM
AKanji-WMF moved this task from Backlog to Blocked in Sprint (not fr-tech) on the Fundraising Sprint: ARMchair board.
Lars moved this task from Blocked in Sprint (not fr-tech) to Backlog on the Fundraising Sprint: ARMchair board.Jan 20 2026, 8:50 PM
Damilare added a project: Fundraising Sprint: Ball pit.Jan 27 2026, 9:10 PM
Damilare removed a project: Fundraising Sprint: ARMchair.Jan 27 2026, 9:13 PM
Damilare moved this task from Backlog to Being Reviewed on the Fundraising Sprint: Ball pit board.Jan 27 2026, 9:24 PM
Damilare moved this task from Being Reviewed to Backlog on the Fundraising Sprint: Ball pit board.
Lars moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: Ball pit board.Feb 4 2026, 6:38 PM
AKanji-WMF edited projects, added: Fundraising Sprint: Carbon Fibre Bathtub; removed: Fundraising Sprint: Ball pit.Feb 10 2026, 8:44 PM
AKanji-WMF moved this task from Backlog to Blocked in sprint (not fr-tech) on the Fundraising Sprint: Carbon Fibre Bathtub board.
AKanji-WMF edited projects, added: Fundraising Sprint: Dami's Crib 😀; removed: Fundraising Sprint: Carbon Fibre Bathtub.Feb 24 2026, 9:13 PM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint: Dami's Crib 😀 board.Mar 2 2026, 8:47 PM
AKanji-WMF edited projects, added: Fundraising Sprint - Entire room is a couch; removed: Fundraising Sprint: Dami's Crib 😀.Mar 11 2026, 2:24 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint - Entire room is a couch board.
AKanji-WMF moved this task from Backlog to Sage/Intacct on the fr-current-sprint board.Mar 23 2026, 8:20 PM
AKanji-WMF edited projects, added: Fundraising Sprint - Floor is Lava; removed: Fundraising Sprint - Entire room is a couch.Mar 24 2026, 7:46 PM
Eileenmcnaughton renamed this task from Ensure new is_major_gift field is fully and correctly populated to Ensure new is_major_gift & gl code fields are fully and correctly populated.Mar 24 2026, 9:55 PM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint - Floor is Lava board.
gerritbot added a comment.Mar 24 2026, 9:56 PM

Change #1260127 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Start populating new gl_code field

https://gerrit.wikimedia.org/r/1260127

gerritbot added a project: Patch-For-Review.Mar 24 2026, 9:56 PM
Eileenmcnaughton added a subscriber: MDemosWMF.Mar 24 2026, 11:34 PM

@MDemosWMF Are you importing any Major Gifts donations & setting the Fund to 'endowment' & if so can we assume that ALL the donations you import with the Fund set to endowment are Major gifts - endowment should probably never have gone in the fund field since Analytics ignores it and it means we can't identify 'Endowment Major Gifts' - so just trying to figure out how to identify donations that are both endowment and major gifts based on the Gift Data

gerritbot added a comment.Mar 24 2026, 11:56 PM

Change #1260161 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Populate is_major_gift, channel, gl_code in import hook

https://gerrit.wikimedia.org/r/1260161

Eileenmcnaughton added a comment.Mar 25 2026, 12:37 AM

I mapped the use of the 'Fund' field against what we actually use to track Endowment - could do with some clean up
https://docs.google.com/spreadsheets/d/1Low7ytCMYerNeeeLERIKtMIHHPUGG01t6PJenE-kVug/edit?usp=sharing

gerritbot added a comment.Mar 25 2026, 1:49 AM

Change #1260197 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Cede defeat - subsequentRecurrings are not major gifts

https://gerrit.wikimedia.org/r/1260197

gerritbot added a comment.Mar 25 2026, 1:55 AM

Change #1260198 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix is_major_gift for subsequent recurrings

https://gerrit.wikimedia.org/r/1260198

gerritbot added a comment.Mar 25 2026, 5:03 AM

Change #1260304 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Update is_major_gift based on utm_medium

https://gerrit.wikimedia.org/r/1260304

gerritbot added a comment.Mar 25 2026, 7:38 AM

Change #1260561 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Treat all 'civi_mail%' utm_source as channel email

https://gerrit.wikimedia.org/r/1260561

gerritbot added a comment.Mar 25 2026, 7:38 AM

Change #1260562 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Update is_major_gift where utm_source like ~MG

https://gerrit.wikimedia.org/r/1260562

gerritbot added a comment.Mar 25 2026, 7:07 PM

Change #1260197 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Cede defeat - subsequentRecurrings are not major gifts

https://gerrit.wikimedia.org/r/1260197

gerritbot added a comment.Mar 30 2026, 8:37 PM

Change #1260198 merged by Eileen:

[wikimedia/fundraising/crm@master] Fix is_major_gift for subsequent recurrings

https://gerrit.wikimedia.org/r/1260198

gerritbot added a comment.Mar 30 2026, 9:05 PM

Change #1260304 merged by Eileen:

[wikimedia/fundraising/crm@master] Update is_major_gift based on utm_medium

https://gerrit.wikimedia.org/r/1260304

MDemosWMF added a comment.Mar 30 2026, 9:35 PM

@Eileenmcnaughton I am not sure exactly how its all allocated, maybe Erica has more insight. But on our end we differentiate between Endowment and Major gifts in our coding. So if the gift has been allocated by the donor to go to END or it is a QCD (gift type = retirement fund) or legacy gift (gift type = realized bequest) then the financial type = Endowment Gift and the Fund = Endowment Fund.

gerritbot added a comment.Mar 30 2026, 9:37 PM

Change #1260561 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Treat all 'civi_mail%' utm_source as channel email

https://gerrit.wikimedia.org/r/1260561

gerritbot added a comment.Mar 30 2026, 11:18 PM

Change #1264797 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Set channel = Other Online For remaining online gifts

https://gerrit.wikimedia.org/r/1264797

gerritbot added a comment.Mar 31 2026, 1:56 AM

Change #1264797 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Set channel = Other Online For remaining online gifts

https://gerrit.wikimedia.org/r/1264797

Lars mentioned this in T386031: Automate some Direct Mail white mail coding.Mar 31 2026, 11:37 PM
gerritbot added a comment.Apr 1 2026, 2:51 AM

Change #1260161 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Set is_major_gift to true for imports

https://gerrit.wikimedia.org/r/1260161

XenoRyet added a project: Fundraising Sprint - GNU England Shaker dresser.Apr 7 2026, 7:35 PM
Damilare removed a project: Fundraising Sprint - Floor is Lava.Apr 13 2026, 5:40 PM
Damilare moved this task from Backlog to Ready for Review on the Fundraising Sprint - GNU England Shaker dresser board.Apr 13 2026, 5:53 PM
SBurnett-WMF added a project: Fundraising Sprint Hutch Ado About Nothing.Apr 21 2026, 7:44 PM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint Hutch Ado About Nothing board.Apr 23 2026, 3:44 AM
AKanji-WMF edited projects, added: Fundraising Sprint: Infinity Pool; removed: Fundraising Sprint Hutch Ado About Nothing.May 19 2026, 10:12 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint: Infinity Pool board.
AKanji-WMF removed a project: Fundraising Sprint - GNU England Shaker dresser.May 19 2026, 10:16 PM
AKanji-WMF edited projects, added: Fundraising Sprint: Jack's Junk Drawer; removed: Fundraising Sprint: Infinity Pool.Jun 2 2026, 9:40 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint: Jack's Junk Drawer board.
AKanji-WMF edited projects, added: Fundraising Sprint: Kondo-approved bare room; removed: Fundraising Sprint: Jack's Junk Drawer.Jun 16 2026, 7:59 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint: Kondo-approved bare room board.
XenoRyet added a project: Fundraising Sprint: Loud carpet.Jun 30 2026, 7:22 PM
AKanji-WMF removed a project: Fundraising Sprint: Kondo-approved bare room.Jul 6 2026, 7:42 PM
SBurnett-WMF edited projects, added: Fundraising Sprint: Mediocre Ikea Kit; removed: Fundraising Sprint: Loud carpet.Tue, Jul 14, 2:17 PM
Damilare set the point value for this task to 8.Mon, Jul 20, 9:26 PM
SBurnett-WMF edited projects, added: Fundraising Sprint: Notorious B.E.D.; removed: Fundraising Sprint: Mediocre Ikea Kit.Tue, Jul 28, 5:15 PM
SBurnett-WMF moved this task from Backlog to Ready for Review on the Fundraising Sprint: Notorious B.E.D. board.Tue, Jul 28, 7:19 PM
Eileenmcnaughton moved this task from Ready for Review to Blocked in sprint (not fr-tech) on the Fundraising Sprint: Notorious B.E.D. board.Mon, Aug 3, 8:06 PM
SBurnett-WMF subscribed.Wed, Aug 5, 1:26 PM

@Eileenmcnaughton - with Joseph out on parental leave early, is there someone else we should talk with about this?

Eileenmcnaughton added a comment.Thu, Aug 6, 2:15 AM

How exciting!

Hawa is working on it

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