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Improve matching for employee name for employer donations & handle DAF ownership
Closed, ResolvedPublic2 Estimated Story Points

Description

In WMFHelper Contact::getIndividualID() we find any potential employees by looking for an individual with a employee relationship to the employer and also an individual with a soft credit from the donor. This can bring up weird results with common names and large employers. We had two cases where there was a clear employee and then another contact with a soft credit from a dozen years ago with the same name. We could make this matching a little more sophisticated by ignoring very old soft credits and also by using more of the employees details if available.

At the same time, we should directly look for an owns the DAF relation in addition to an employee relationship, instead of just relying on soft credits to cover DAFs. This should, like the employment relationship, be the higher priority match versus just having a soft credit.

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Event Timeline

Damilare set the point value for this task to 2.Feb 11 2026, 5:24 PM
Lars renamed this task from Improve matching for employee name for employer donations to Improve matching for employee name for employer donations & handle DAF ownership.Feb 24 2026, 5:06 AM
Lars updated the task description. (Show Details)
Lars updated the task description. (Show Details)

Change #1251198 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Refactor soft credit individual matching on import & improve matching

https://gerrit.wikimedia.org/r/1251198

Change #1251198 merged by Eileen:

[wikimedia/fundraising/crm@master] Refactor soft credit individual matching on import & improve matching

https://gerrit.wikimedia.org/r/1251198

XenoRyet set Final Story Points to 4.