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Maniphest T411547

Civi UI element to facilitate finance settlement batch search and download
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Description

As part of the finance reconciliation work (Civi to Sage Intacct), we need to provide FR Ops and donor relations a means to find settlement batch based on donor or gift information to assist with audit trail or other investigations, and to download the appropriate batch file.

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Related Changes in Gerrit:
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Event Timeline

KHill-WMF created this task.Dec 2 2025, 8:23 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptDec 2 2025, 8:23 PM
Eileenmcnaughton added projects: FR-WMF-Audit, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog.Dec 4 2025, 10:32 PM
Eileenmcnaughton moved this task from Backlog to In progress on the FR-WMF-Audit board.Dec 11 2025, 1:43 AM
gerritbot added a comment.Dec 11 2025, 2:51 AM

Change #1217351 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add download link to details file

https://gerrit.wikimedia.org/r/1217351

gerritbot added a project: Patch-For-Review.Dec 11 2025, 2:51 AM
gerritbot added a comment.Dec 11 2025, 3:15 AM

Change #1217351 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add download link to details file

https://gerrit.wikimedia.org/r/1217351

Maintenance_bot removed a project: Patch-For-Review.Dec 11 2025, 3:30 AM
gerritbot added a comment.Dec 11 2025, 3:31 AM

Change #1217357 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix link to be absolute

https://gerrit.wikimedia.org/r/1217357

gerritbot added a project: Patch-For-Review.Dec 11 2025, 3:31 AM
gerritbot added a comment.Dec 11 2025, 3:33 AM

Change #1217359 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Also put incomplete rows in subject

https://gerrit.wikimedia.org/r/1217359

gerritbot added a comment.Dec 11 2025, 4:24 AM

Change #1217361 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix link

https://gerrit.wikimedia.org/r/1217361

gerritbot added a comment.Dec 11 2025, 8:50 PM

Change #1217357 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix link to be absolute

https://gerrit.wikimedia.org/r/1217357

gerritbot added a comment.Dec 14 2025, 8:54 PM

Change #1217359 merged by Eileen:

[wikimedia/fundraising/crm@master] Also put incomplete rows in subject

https://gerrit.wikimedia.org/r/1217359

gerritbot added a comment.Dec 15 2025, 11:28 PM

Change #1217361 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix link

https://gerrit.wikimedia.org/r/1217361

Maintenance_bot removed a project: Patch-For-Review.Dec 15 2025, 11:30 PM
gerritbot added a comment.Dec 15 2025, 11:40 PM

Change #1218380 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Improve format in email

https://gerrit.wikimedia.org/r/1218380

gerritbot added a project: Patch-For-Review.Dec 15 2025, 11:40 PM
gerritbot added a comment.Dec 16 2025, 12:41 AM

Change #1218387 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Adjust start & end date calcs based on new review info

https://gerrit.wikimedia.org/r/1218387

gerritbot added a comment.Dec 16 2025, 2:16 AM

Change #1218394 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Use space-free file format for 'real file'

https://gerrit.wikimedia.org/r/1218394

gerritbot added a comment.Dec 16 2025, 4:29 AM

Change #1218380 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Improve format in email

https://gerrit.wikimedia.org/r/1218380

gerritbot added a comment.Dec 16 2025, 4:29 AM

Change #1218387 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Adjust start & end date calcs based on new review info

https://gerrit.wikimedia.org/r/1218387

gerritbot added a comment.Dec 16 2025, 4:29 AM

Change #1218394 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Use space-free file format for 'real file'

https://gerrit.wikimedia.org/r/1218394

Maintenance_bot removed a project: Patch-For-Review.Dec 16 2025, 4:30 AM
gerritbot added a comment.Dec 16 2025, 9:56 PM

Change #1218839 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix url

https://gerrit.wikimedia.org/r/1218839

gerritbot added a project: Patch-For-Review.Dec 16 2025, 9:56 PM
gerritbot added a comment.Dec 16 2025, 10:25 PM

Change #1218850 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Use original payment_instrument_id for extraneous chargeback

https://gerrit.wikimedia.org/r/1218850

gerritbot added a comment.Dec 16 2025, 10:41 PM

Change #1218852 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Email fixes - formatting, correct 'is_endowment'

https://gerrit.wikimedia.org/r/1218852

gerritbot added a comment.Dec 16 2025, 11:48 PM

Change #1218839 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix url

https://gerrit.wikimedia.org/r/1218839

gerritbot added a comment.Dec 17 2025, 12:11 AM

Change #1218850 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Use original payment_instrument_id for extraneous chargeback

https://gerrit.wikimedia.org/r/1218850

gerritbot added a comment.Dec 17 2025, 12:11 AM

Change #1218852 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Email fixes - formatting, correct 'is_endowment'

https://gerrit.wikimedia.org/r/1218852

Maintenance_bot removed a project: Patch-For-Review.Dec 17 2025, 12:30 AM
gerritbot added a comment.Dec 17 2025, 12:54 AM

Change #1218861 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Revised endowment vs annual fund format in email

https://gerrit.wikimedia.org/r/1218861

gerritbot added a project: Patch-For-Review.Dec 17 2025, 12:55 AM
gerritbot added a comment.Dec 17 2025, 4:33 AM

Change #1218861 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Revised endowment vs annual fund format in email

https://gerrit.wikimedia.org/r/1218861

Maintenance_bot removed a project: Patch-For-Review.Dec 17 2025, 5:30 AM
AKanji-WMF moved this task from Triage to Current Sprint on the Fundraising-Backlog board.Dec 22 2025, 9:50 PM
AKanji-WMF added a project: Fundraising Sprint: Yabba Dabba Stew.Dec 22 2025, 10:03 PM
Damilare moved this task from Backlog to Being Reviewed on the Fundraising Sprint: Yabba Dabba Stew board.Jan 12 2026, 8:35 PM
Damilare moved this task from Being Reviewed to Done on the Fundraising Sprint: Yabba Dabba Stew board.
XenoRyet closed this task as Resolved.Jan 12 2026, 8:38 PM
XenoRyet set Final Story Points to 4.
Damilare mentioned this in T414520: Fundraising Sprint Y Priorities.Jan 13 2026, 6:55 PM
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