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Maniphest T419044

Integrate Chariot to Civi for automated payment info updates
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Description

We are beginning work to use Chariot to accept DAFs and other offline gifts. We will need to connect Chariot's data to get imports into Civi.

Chariot API for you to have a look at. https://dub.sh/gift-processing.

Could we get an estimation of work and a possible timeline for implementation in support of our expanding DAF giving growth?

Details

Related Changes in Gerrit:
SubjectAuthorRepoBranchLines +/-
Chariot: add limited queueing supportEileenwikimedia/fundraising/crmmaster+128 -20
Fix typoEileenwikimedia/fundraising/crmmaster+2 -2
Chariot: also add matching gift to individual from orgEileenwikimedia/fundraising/crmmaster+39 -7
Add Monolog for offline gift outputEileenwikimedia/fundraising/crmmaster+27 -0
Use specific duplicate contact exception in our helperEileenwikimedia/fundraising/crmmaster+14 -2
Minor improvement to getOrganizationIDEileenwikimedia/fundraising/crmmaster+7 -3
Include matching_gift_organization in csv fileEileenwikimedia/fundraising/SmashPigmaster+1 -0
Chariot Audit - fix noticeEileenwikimedia/fundraising/SmashPigmaster+1 -1
Add matching_gift_organization fieldEileenwikimedia/fundraising/SmashPigmaster+6 -4
Align audit fields with csv fieldsEileenwikimedia/fundraising/SmashPigmaster+31 -24
Adjust chariot plugin to reflect 2 new columnsEileenwikimedia/fundraising/SmashPigmaster+13 -1
Extract saveContribution, queueContributionTrackingEileenwikimedia/fundraising/crmmaster+38 -15
Extract contactEileenwikimedia/fundraising/crmmaster+16 -6
Extract getImportTimerName, allow for more logic to be addedEileenwikimedia/fundraising/crmmaster+34 -2
Move setting Campaign to somewhere less opinionatedEileenwikimedia/fundraising/crmmaster+6 -5
Fix assumption that the batch is initiated before the date is addedEileenwikimedia/fundraising/crmmaster+40 -16
Fix fgetcsv callsEjeggwikimedia/fundraising/SmashPigmaster+5 -5
Use fileName (only) to track fileEileenwikimedia/fundraising/crmmaster+41 -30
Get chariot tests working & various updates in this pre-alpha stageEileenwikimedia/fundraising/SmashPigmaster+164 -213
Remove unused return in unit testsEileenwikimedia/fundraising/crmmaster+22 -9
Reduce audit files boilerplateEileenwikimedia/fundraising/crmmaster+14 -89
Extract sort by modified dateEileenwikimedia/fundraising/crmmaster+16 -12
Show related patches Customize query in gerrit

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Event Timeline

There are a very large number of changes, so older changes are hidden. Show Older Changes
AKanji-WMF added a project: Fundraising-Tech-Roadmap.Mar 24 2026, 7:12 PM
AKanji-WMF moved this task from Next to Current Sprint on the Fundraising-Backlog board.
AKanji-WMF removed a project: Fundraising-Tech-Roadmap.
AKanji-WMF added a project: Fundraising Sprint - Entire room is a couch.Mar 24 2026, 7:24 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
SBurnett-WMF moved this task from Backlog to Doing on the Fundraising Sprint - Floor is Lava board.Mar 30 2026, 7:56 PM
AKanji-WMF added a subscriber: Eileenmcnaughton.Apr 1 2026, 4:28 PM
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
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint - GNU England Shaker dresser board.Apr 13 2026, 7:48 PM
SBurnett-WMF added a project: Fundraising Sprint Hutch Ado About Nothing.Apr 21 2026, 7:45 PM
Eileenmcnaughton claimed this task.Apr 23 2026, 3:40 AM
Eileenmcnaughton moved this task from Backlog to Doing on the Fundraising Sprint Hutch Ado About Nothing board.
MDemosWMF added a comment.Apr 28 2026, 9:18 PM

Checking in on how this is going/if anything is needed on our end at this point. @Eileenmcnaughton Not sure if work on this has fully kicked off yet.

gerritbot added a comment.May 2 2026, 5:49 AM

Change #1281674 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Extract sort by modified date

https://gerrit.wikimedia.org/r/1281674

gerritbot added a project: Patch-For-Review.May 2 2026, 5:49 AM
gerritbot added a comment.May 2 2026, 6:13 AM

Change #1281675 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Reduce audit files boilerplate

https://gerrit.wikimedia.org/r/1281675

gerritbot added a comment.May 2 2026, 9:02 AM

Change #1281726 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Remove unused return in unit tests

https://gerrit.wikimedia.org/r/1281726

gerritbot added a comment.May 2 2026, 11:41 AM

Change #1281749 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Get chariot tests working

https://gerrit.wikimedia.org/r/1281749

gerritbot added a comment.May 2 2026, 12:08 PM

Change #1281753 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Use fileName (only) to track file

https://gerrit.wikimedia.org/r/1281753

gerritbot added a comment.May 2 2026, 12:08 PM

Change #1281754 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix assumption that the batch is initiated before the date is added

https://gerrit.wikimedia.org/r/1281754

gerritbot added a comment.May 2 2026, 2:38 PM

Change #1281674 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Extract sort by modified date

https://gerrit.wikimedia.org/r/1281674

gerritbot added a comment.May 2 2026, 2:44 PM

Change #1281675 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Reduce audit files boilerplate

https://gerrit.wikimedia.org/r/1281675

gerritbot added a comment.May 2 2026, 4:29 PM

Change #1281726 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Remove unused return in unit tests

https://gerrit.wikimedia.org/r/1281726

gerritbot added a comment.May 3 2026, 2:47 PM

Change #1281995 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Move setting Campaign to somewhere less opinionated

https://gerrit.wikimedia.org/r/1281995

gerritbot added a comment.May 6 2026, 10:17 AM

Change #1281749 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Get chariot tests working & various updates in this pre-alpha stage

https://gerrit.wikimedia.org/r/1281749

gerritbot added a comment.May 6 2026, 2:40 PM

Change #1283802 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Extract getImportTimerName, allow for more logic to be added

https://gerrit.wikimedia.org/r/1283802

gerritbot added a comment.May 7 2026, 9:48 AM

Change #1284581 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Extract contact

https://gerrit.wikimedia.org/r/1284581

gerritbot added a comment.May 7 2026, 9:48 AM

Change #1284583 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Extract saveContribution, queueContributionTracking

https://gerrit.wikimedia.org/r/1284583

gerritbot added a comment.May 13 2026, 4:30 PM

Change #1281753 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Use fileName (only) to track file

https://gerrit.wikimedia.org/r/1281753

gerritbot added a comment.May 13 2026, 6:13 PM

Change #1286994 had a related patch set uploaded (by Ejegg; author: Ejegg):

[wikimedia/fundraising/SmashPig@master] Fix fgetcsv calls

https://gerrit.wikimedia.org/r/1286994

gerritbot added a comment.May 13 2026, 6:17 PM

Change #1286994 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Fix fgetcsv calls

https://gerrit.wikimedia.org/r/1286994

gerritbot added a comment.May 14 2026, 2:19 PM

Change #1281754 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix assumption that the batch is initiated before the date is added

https://gerrit.wikimedia.org/r/1281754

gerritbot added a comment.May 14 2026, 2:23 PM

Change #1281995 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Move setting Campaign to somewhere less opinionated

https://gerrit.wikimedia.org/r/1281995

gerritbot added a comment.May 14 2026, 2:23 PM

Change #1283802 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Extract getImportTimerName, allow for more logic to be added

https://gerrit.wikimedia.org/r/1283802

gerritbot added a comment.May 14 2026, 2:23 PM

Change #1284581 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Extract contact

https://gerrit.wikimedia.org/r/1284581

gerritbot added a comment.May 14 2026, 3:19 PM

Change #1284583 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Extract saveContribution, queueContributionTracking

https://gerrit.wikimedia.org/r/1284583

Maintenance_bot removed a project: Patch-For-Review.May 14 2026, 3:31 PM
gerritbot added a comment.May 19 2026, 12:45 AM

Change #1289020 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Adjust chariot plugin to reflect 2 new columns

https://gerrit.wikimedia.org/r/1289020

gerritbot added a project: Patch-For-Review.May 19 2026, 12:45 AM
gerritbot added a comment.May 19 2026, 1:53 AM

Change #1289039 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Align audit fields with csv fields

https://gerrit.wikimedia.org/r/1289039

gerritbot added a comment.May 19 2026, 3:35 AM

Change #1289062 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Add matching_gift_organization field

https://gerrit.wikimedia.org/r/1289062

gerritbot added a comment.May 19 2026, 7:08 PM

Change #1289020 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Adjust chariot plugin to reflect 2 new columns

https://gerrit.wikimedia.org/r/1289020

gerritbot added a comment.May 19 2026, 7:09 PM

Change #1289039 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Align audit fields with csv fields

https://gerrit.wikimedia.org/r/1289039

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.
gerritbot added a comment.May 19 2026, 10:14 PM

Change #1289062 merged by Eileen:

[wikimedia/fundraising/SmashPig@master] Add matching_gift_organization field

https://gerrit.wikimedia.org/r/1289062

AKanji-WMF edited projects, added: fr-current-sprint; removed: Fundraising Sprint - GNU England Shaker dresser.May 19 2026, 10:16 PM
Maintenance_bot removed a project: Patch-For-Review.May 19 2026, 10:30 PM
gerritbot added a comment.May 20 2026, 12:43 AM

Change #1289451 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Chariot Audit - fix notice

https://gerrit.wikimedia.org/r/1289451

gerritbot added a project: Patch-For-Review.May 20 2026, 12:43 AM
gerritbot added a comment.May 20 2026, 1:23 AM

Change #1289451 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Chariot Audit - fix notice

https://gerrit.wikimedia.org/r/1289451

Maintenance_bot removed a project: Patch-For-Review.May 20 2026, 1:30 AM
gerritbot added a comment.May 20 2026, 3:03 AM

Change #1289461 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/SmashPig@master] Include matching_gift_organization in csv file

https://gerrit.wikimedia.org/r/1289461

gerritbot added a project: Patch-For-Review.May 20 2026, 3:03 AM
gerritbot added a comment.May 20 2026, 10:17 PM

Change #1289461 merged by jenkins-bot:

[wikimedia/fundraising/SmashPig@master] Include matching_gift_organization in csv file

https://gerrit.wikimedia.org/r/1289461

Maintenance_bot removed a project: Patch-For-Review.May 20 2026, 10:30 PM
Eileenmcnaughton added a comment.May 21 2026, 10:24 AM

@MDemosWMF I have had an initial go at pulling these in onto staging - you can see them here https://civicrm.frdev.wikimedia.org/civicrm/chariot

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.
Cstone added a parent task: T428009: Epic: Chariot Integration.Jun 2 2026, 10:31 PM
gerritbot added a comment.Jun 16 2026, 1:50 AM

Change #1302310 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Minor improvement to getOrganizationID

https://gerrit.wikimedia.org/r/1302310

gerritbot added a project: Patch-For-Review.Jun 16 2026, 1:50 AM
gerritbot added a comment.Jun 16 2026, 2:49 AM

Change #1302310 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Minor improvement to getOrganizationID

https://gerrit.wikimedia.org/r/1302310

Maintenance_bot removed a project: Patch-For-Review.Jun 16 2026, 3:31 AM
AKanji-WMF edited projects, added: Fundraising Sprint: Kondo-approved bare room; removed: Fundraising Sprint: Jack's Junk Drawer.Jun 16 2026, 8:00 PM
AKanji-WMF moved this task from Backlog to Doing on the Fundraising Sprint: Kondo-approved bare room board.
SBurnett-WMF added a project: Civi RoadMap FY 26-27.Jun 17 2026, 5:36 PM
SBurnett-WMF moved this task from Backlog to July 2026 on the Civi RoadMap FY 26-27 board.Jun 17 2026, 6:05 PM
SBurnett-WMF moved this task from July 2026 to High Priority on the Civi RoadMap FY 26-27 board.
AKanji-WMF added a project: FR-payments-general.Jun 22 2026, 7:50 PM
gerritbot added a comment.Jun 23 2026, 4:27 AM

Change #1304949 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Use specific duplicate contact exception in our helper

https://gerrit.wikimedia.org/r/1304949

gerritbot added a project: Patch-For-Review.Jun 23 2026, 4:27 AM
gerritbot added a comment.Jun 23 2026, 11:41 AM

Change #1304949 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Use specific duplicate contact exception in our helper

https://gerrit.wikimedia.org/r/1304949

Maintenance_bot removed a project: Patch-For-Review.Jun 23 2026, 12:33 PM
gerritbot added a comment.Jun 24 2026, 12:38 AM

Change #1305279 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add Monolog for offline gift output

https://gerrit.wikimedia.org/r/1305279

gerritbot added a project: Patch-For-Review.Jun 24 2026, 12:38 AM
SBurnett-WMF mentioned this in T430364: Sprint L Prospects.Jun 26 2026, 8:48 PM
gerritbot added a comment.Jun 30 2026, 4:21 AM

Change #1305279 merged by Eileen:

[wikimedia/fundraising/crm@master] Add Monolog for offline gift output

https://gerrit.wikimedia.org/r/1305279

Maintenance_bot removed a project: Patch-For-Review.Jun 30 2026, 4:30 AM
XenoRyet added a project: Fundraising Sprint: Loud carpet.Jun 30 2026, 7:22 PM
gerritbot added a comment.Jul 1 2026, 11:04 PM

Change #1306990 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Chariot: also add matching gift to individual from org

https://gerrit.wikimedia.org/r/1306990

gerritbot added a project: Patch-For-Review.Jul 1 2026, 11:04 PM
gerritbot added a comment.Jul 2 2026, 3:05 AM

Change #1306990 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Chariot: also add matching gift to individual from org

https://gerrit.wikimedia.org/r/1306990

Maintenance_bot removed a project: Patch-For-Review.Jul 2 2026, 3:30 AM
gerritbot added a comment.Jul 2 2026, 4:17 AM

Change #1307010 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix typo

https://gerrit.wikimedia.org/r/1307010

gerritbot added a project: Patch-For-Review.Jul 2 2026, 4:17 AM
gerritbot added a comment.Jul 2 2026, 5:23 PM

Change #1307010 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix typo

https://gerrit.wikimedia.org/r/1307010

Maintenance_bot removed a project: Patch-For-Review.Jul 2 2026, 5:31 PM
AKanji-WMF removed a project: Fundraising Sprint: Kondo-approved bare room.Jul 6 2026, 7:41 PM
SBurnett-WMF edited projects, added: Fundraising Sprint: Mediocre Ikea Kit; removed: Fundraising Sprint: Loud carpet.Jul 14 2026, 2:17 PM
Eileenmcnaughton moved this task from Backlog to Done on the Fundraising Sprint: Mediocre Ikea Kit board.Jul 16 2026, 4:03 AM
gerritbot added a comment.Jul 16 2026, 6:28 AM

Change #1311308 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Chariot: add limited queueing support

https://gerrit.wikimedia.org/r/1311308

gerritbot added a project: Patch-For-Review.Jul 16 2026, 6:29 AM
SBurnett-WMF edited projects, added: Fundraising Sprint: Notorious B.E.D.; removed: Fundraising Sprint: Mediocre Ikea Kit.Aug 4 2026, 6:43 PM
Eileenmcnaughton moved this task from Backlog to Done on the Fundraising Sprint: Notorious B.E.D. board.Aug 5 2026, 12:23 AM

Moving this to done - but note there is another task against the epic for front end / donor integration

XenoRyet closed this task as Resolved.Aug 11 2026, 6:55 PM
XenoRyet set Final Story Points to 4.
Damilare mentioned this in T434610: Sprint N Priorities.Aug 11 2026, 8:18 PM
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