| AKanji-WMF | |
| Nov 18 2025, 3:38 PM |
| F71658945: image.png | |
| Feb 3 2026, 3:55 PM |
| F70276649: image.png | |
| Nov 18 2025, 3:38 PM |
Two users tested cancelling recurring gifts in the donor portal - when returning "back to account" after the cancel flow, the gift no longer appeared in the cards (though the history of the gift remained in transaction).
For another user who had cancelled recurring a couple weeks ago, they *do* see their cancelled gift:
| Subject | Author | Repo | Branch | Lines +/- | |
|---|---|---|---|---|---|
| Add recently cancelled contributions to DonorSummary | Damilare Adedoyin | wikimedia/fundraising/crm | master | +16 -8 |
This may be working as expected - we only show a cancelled recurring donation if there is no active or paused recurring donation.
'Lapsed' is from the mockups, I think. Would we want to change all the no-longer-active ones to 'Cancelled'? Or would it depend on the cancel_reason?
As I recall, when we shared the cancel flow with the working group, they flagged that it was disconcerting for the donation to just disappear - i.e. the supporter cancels, and then clicks the "back to my account" link, and then sees no donation there. The working group felt like a version of the card that indicated the gift had been cancelled (that persists for a set amount of time) would help them feel confidence that their action succeeded.
@KHill-WMF was this a 1.1 feature or a v2 feature?
I have a question about this request, and whether we should instead have donation history include cancelled and refunded gifts, rather than a temp cancelled card. Will raise in next working group meeting.
I believe this will be a desired change to the donation history feature, I'll compile requirements and document the request as part of the QA feedback.
Hi @KHill-WMF, I'm picking this up as its in our current sprint. I see we are considering making it a new tab on the Donations History table, please can you help share a link to the requirements so we can get started on the ask.
Hi @Damilare - is a new tab the suggestion of FR Tech? I'm happy to follow up on design requirements, but want to confirm this is the recommendation on the way forward.
A transaction status column in the existing donation history design may also work for this issue. Open to solutions here.
@KHill-WMF let's talk about this, perhaps with @MSuijkerbuijk_WMF? I want to define what the best flow/UX could be
@Damilare the working group has affirmed that they would want to see cancelled/refunded gifts in the donation history. The desire is to have this inline in the list but would likely require a "status" column to clarify whether a gift was active or not (note we are open to discussing the best way to display this based on what we can pull from Civi)
Thanks @AKanji-WMF, I've created T416370 to show the status (completed/refunded) on the donation history list. For the cancelled recurrings, we might require a separate list of items as the data is coming from a different table. I'd discuss with the team to see what's possible and get back to you.
Change #1237290 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):
[wikimedia/fundraising/crm@master] Add recently cancelled contributions to DonorSummary
Change #1237290 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Add recently cancelled contributions to DonorSummary