Page MenuHomePhabricator
Create Task
Maniphest T77910

[epic] Upgrade Civi to 4.6 & integrate new reporting
Closed, ResolvedPublic0 Estimated Story Points
Actions

Description

This upgrade will get us some good stuff:

  • We will be tracking the official LTS-quality release again.
  • Necessary in order to merge some Giant Rabbit work to improve usability of Civi reports.
  • 4.2 came from an older Civi repo, 4.4+ will be based on the main repo. This will make it much easier to upstream.

Details

SubjectRepoBranchLines +/-
Check in our customizations prior to upgradewikimedia/fundraising/crm/civicrmmaster+1 K -0
Customize query in gerrit

Related Objects
Search...

StatusSubtypeAssignedTask
 DeclinedNoneT90630 Recurring Payments Reporting
 Resolved• meppsT97372 Enable ability to look up contacts by phone number
 ResolvedNoneT77910 [epic] Upgrade Civi to 4.6 & integrate new reporting
 ResolvedawightT86103 CI for Civi: provision and run tests under Jenkins/Zuul
 ResolvedawightT86374 Deploy CiviCRM integration job to WMF integration server
 DeclinedawightT88599 Create new labs project: fundraising-integration
 InvalidawightT89894 Create and provision CI slave instance for CiviCRM testing
 ResolvedawightT90472 Add Fundraising Tech team to the labs Integration project
 ResolvedawightT89895 Configure Jenkins to run CiviCRM builds on Fundraising CI slave instance
 ResolvedawightT89896 Run CiviCRM testing scripts during CI
 ResolvedawightT86686 Ressurect phpunit tests for the CRM modules
 DeclinedNoneT88379 Skip tests when modules not enabled
 ResolvedawightT91895 Write Jenkins job builder definition for CiviCRM CI job
 ResolvedawightT91905 Make Civi CI job run on civicrm, drupal, and vendor (DonationInterface and SmashPig) repos
 ResolvedawightT93707 Mysterious failure to zuul-clone drupal repo
 ResolvedawightT94586 Disable CI job on CRM deployment branch
 ResolvedEileenmcnaughtonT91911 Point amp cache to $WORKSPACE
 ResolvedawightT95496 Reorganize CiviCRM 4.4 upgrade and GR reporting integration tasks
 ResolvedawightT99844 Install Civi 4.6 to production
 ResolvedEileenmcnaughtonT99842 [epic] Install 4.6 to staging and test like hell
 ResolvedNoneT99838 [epic] Port our CiviCRM customizations to 4.6 upstream, and to extensions
 ResolvedEileenmcnaughtonT99836 Triage what to do with civi-core patches: extensions, upstream, or abandon
 ResolvedEileenmcnaughtonT99837 Prepare CiviCRM 4.6 upstream and Giant Rabbit branches
 ResolvedEileenmcnaughtonT99841 Compile release notes and gotchas for CiviCRM
 ResolvedNoneT112314 Configure new CiviCRM staging instance for testing 4.6 upgrade
 ResolvedawightT114466 Prepare queue messages for testing on upgraded Civi. Test them.
 Resolved• DStrineT114823 WMF Civi admins test their normal workflows on the staging server
 ResolvedEileenmcnaughtonT115426 All Civi hook code paths must be covered by PHPUnit tests
 DeclinedEileenmcnaughtonT115427 Spot-check that all core and custom data is preserved during the migration
 ResolvedawightT115736 Time the upgrade itself, and note the load it puts on the database
 ResolvedawightT116313 CiviCRM upgrade: Simple Lookups: timeout attempting to look up matching gifts given in August
 ResolvedawightT116660 Test and fix Engage role-specific save hooks
 ResolvedawightT116674 Confirm that ecom script is compatible with Civi 4.6
 DeclinedNoneT117047 Staging must have the same db permissions as production for the civi user
 ResolvedNoneT116781 Pause the queue consumer and build up a big batch, use that batch for benchmarking
 ResolvedawightT117044 Stop calling CREATE FUNCTION from application code
 ResolvedawightT113422 CI tests are failing for Civi 4.6 branch
 ResolvedNoneT116416 [Epic] Followup tasks after Civi 4.6 upgrade
 ResolvedEileenmcnaughtonT116317 [Epic] CiviCRM upgrade: Adapt refund processing & reporting to reflect changes since the upgrade.
 ResolvedEileenmcnaughtonT123321 Date on the refund transaction record is not being set correctly to the date specified in the UI
 ResolvedEileenmcnaughtonT124834 Fix WMF_donor rollup calculations to use financial transactions
 ResolvedEjeggT124842 Find and fix any references to parent_contribution_id or the "RFD" trxn_id prefix
 ResolvedEileenmcnaughtonT124979 [Epic] Restore Civi manual refund functionality
 ResolvedEileenmcnaughtonT123319 Add ability to enter a trxn_id for the refund transaction when editing a contribution to be Refunded
 ResolvedEileenmcnaughtonT123312 Add support for passing a refund trxn id to the CiviCRM api
 ResolvedEileenmcnaughtonT123305 Fix speed issue when doing a refund in the UI
 ResolvedEileenmcnaughtonT122947 Add indexes to CiviCRM entity financial transaction table
 InvalidEileenmcnaughtonT124983 [Epic] Repair historical refunds to be consistent with new style
 ResolvedEileenmcnaughtonT123346 Update upgraded Refunded Contributions to have the correct financial transaction records
 ResolvedEileenmcnaughtonT123329 Remove duplicate refunded status & transfer contributions with this status to the original Refunded status
 ResolvedEileenmcnaughtonT123288 Backport FinancialTrxn & Entity Financial Trxn apis
 DuplicateEileenmcnaughtonT124984 Clean up old-style refunds created since upgrade
 InvalidEileenmcnaughtonT124981 [Epic] Rewrite automatic refund logic to perform a built-in Civi refund
 ResolvedJgreenT125445 Please refresh staging DB
 OpenNoneT116316 CiviCRM upgrade: merging contacts button does not appear
 OpenNoneT116314 CiviCRM upgrade: tracking donor moves: adding an activity should default to ""completed"" not ""scheduled""
 OpenNoneT116310 CiviCRM upgrade: Search bar: Default search field is name only
 ResolvedawightT116423 WMF Campaign page whitescreens if metadata is missing
 ResolvedEileenmcnaughtonT116112 Unsubscribe link doesn't work on upgraded staging 4.6
 ResolvedEileenmcnaughtonT116443 Improve date range search fields
 ResolvedEileenmcnaughtonT116420 Civi 4.6 date range fields are unusably annoying
 ResolvedawightT116445 Coinbase import fails with database error
 DeclinedNoneT119913 Ask Coinbase to export CSVs in an encoding that is compatible with Excel
 DeclinedawightT116522 Orphaned action is emitting warnings during Civi upgrade
ResolvedEileenmcnaughtonT114831 Create new civicrm repo
 ResolvedEileenmcnaughtonT115925 Script to compile civicrm into deployment form
 ResolvedawightT117501 Update CRM project master and deployment branches to 4.6.9 code
 ResolvedhasharT118604 Enable CI jobs on the new CiviCRM repos
 ResolvedXenoRyetT116446 Trilogy Import - Gift Data section didn’t populate
 ResolvedawightT116682 Custom group on specific contribution types not working
 ResolvedEileenmcnaughtonT117055 Revisit triggers. We probably want them.
 OpenNoneT117149 Update Exchange Rates job should emit some logs
 DeclinedNoneT117150 Enable CiviGrant / CiviCase in 4.6?
 ResolvedEjeggT117151 Globalcollect recurring job config is screwy
 ResolvedEileenmcnaughtonT117166 Reports "Save a Copy" is broken
 ResolvedEileenmcnaughtonT117168 Report criteria is not displayed in web results
 DeclinedNoneT117040 Civi upgrade drush script should return non-zero error code on failure
 DuplicateNoneT117162 Clean up CRM branches
 ResolvedEileenmcnaughtonT117492 Slow searches: Transaction by ID # using % and also Contribs by email address
 DeclinedNoneT117506 Safari: thank-you date field sometimes doesn't work
 DeclinedNoneT117507 Time field inappropriately captures scroll event
 ResolvedawightT117255 Email Templates Not Populating
 ResolvedEileenmcnaughtonT116886 Slow query on deduping 2 contacts
 ResolvedawightT117143 Thank You mail send broken on Civi 4.6
 ResolvedEileenmcnaughtonT117160 Follow-up to EntityTag changes; test thank-you with tags
 ResolvedawightT117146 Civi 4.6 Can't import contributions with a utm_campaign
 ResolvedawightT117148 AstroPay audit parser fails with "gateway not found" exception
 ResolvedawightT117152 Globalcollect recurring job needs fixes for Civi 4.6
Restricted Task
 ResolvedawightT117172 Saving a contact is very slow, and broken

Event Timeline

• atgo created this task.Dec 8 2014, 9:01 PM
• atgo raised the priority of this task from to Needs Triage.
• atgo updated the task description. (Show Details)
• atgo added a project: Fundraising-Backlog.
• atgo changed Security from none to None.
• atgo subscribed.
• atgo updated the task description. (Show Details)Dec 11 2014, 11:56 PM
• atgo added a project: Wikimedia-Fundraising-CiviCRM.
• atgo triaged this task as Medium priority.Jan 9 2015, 8:18 PM
• atgo updated the task description. (Show Details)
• atgo added a project: Fundraising-Backlog-Old.
• atgo moved this task from Triage to Closed Sprint Work Q1 1516 on the Fundraising-Backlog board.
• atgo added a project: Epic.Jan 26 2015, 10:51 PM
• atgo edited a custom field.Jan 27 2015, 9:07 PM
• atgo merged a task: T86717: Upgrade to CiviCRM 4.4.Jan 29 2015, 9:20 PM
• atgo moved this task from Backlog to UserRequests (misc) on the Wikimedia-Fundraising-CiviCRM board.
• atgo added a subscriber: awight.
awight added a subtask: T86103: CI for Civi: provision and run tests under Jenkins/Zuul.Feb 5 2015, 7:56 AM
awight mentioned this in T88659: "Merge duplicates" should carry over "blocking" / "blocked by" tasks.Feb 5 2015, 8:00 AM
• atgo mentioned this in T86374: Deploy CiviCRM integration job to WMF integration server.Feb 18 2015, 7:11 PM
gerritbot subscribed.Mar 11 2015, 9:03 PM

Change 196021 had a related patch set uploaded (by Awight):
Check in our customizations prior to upgrade

https://gerrit.wikimedia.org/r/196021

gerritbot added a project: Patch-For-Review.Mar 11 2015, 9:03 PM
• atgo added a parent task: T90630: Recurring Payments Reporting.Mar 19 2015, 10:48 PM
gerritbot added a comment.Mar 27 2015, 10:20 PM

Change 196021 merged by Ejegg:
Check in our customizations prior to upgrade

https://gerrit.wikimedia.org/r/196021

• atgo added a project: Fundraising Sprint House of Pain.Mar 27 2015, 10:21 PM
awight mentioned this in rWFCHaf8816ac1877: Check in our customizations prior to upgrade.Mar 27 2015, 10:59 PM
• atgo edited projects, added Fundraising Sprint Indigo Girls; removed Fundraising Sprint House of Pain.Apr 1 2015, 9:36 PM
awight moved this task from Backlog to DI Refactor on the Fundraising-Backlog-Old board.Apr 1 2015, 9:40 PM
awight moved this task from DI Refactor to AWight brooding on on the Fundraising-Backlog-Old board.
• atgo moved this task from Closed Sprint Work Q1 1516 to Closed Sprint Work Q4 1415 on the Fundraising-Backlog board.Apr 6 2015, 9:58 PM
awight edited projects, added Fundraising Sprint James Brown; removed Fundraising Sprint Indigo Girls.Apr 8 2015, 10:23 PM
• atgo removed a project: Fundraising Sprint James Brown.Apr 22 2015, 10:32 PM
• atgo added a parent task: T97372: Enable ability to look up contacts by phone number.Apr 28 2015, 8:58 PM
awight changed the status of subtask T86103: CI for Civi: provision and run tests under Jenkins/Zuul from Stalled to Open.May 13 2015, 8:31 PM
awight updated the task description. (Show Details)May 20 2015, 9:40 PM
awight closed subtask T95496: Reorganize CiviCRM 4.4 upgrade and GR reporting integration tasks as Resolved.May 20 2015, 9:50 PM
• atgo moved this task from Closed Sprint Work Q4 1415 to Q3 2021-2022 on the Fundraising-Backlog board.May 29 2015, 2:06 PM
• atgo renamed this task from Upgrade Civi to 4.4 & integrate new reporting to [epic] Upgrade Civi to 4.4 & integrate new reporting.Jun 11 2015, 10:50 PM
• atgo moved this task from Q3 2021-2022 to Sprint +1 on the Fundraising-Backlog board.Jun 12 2015, 5:57 PM
• atgo moved this task from Sprint +1 to Q3 2021-2022 on the Fundraising-Backlog board.Jun 17 2015, 10:32 PM
awight added a comment.Jul 28 2015, 6:07 PM

I'm still partial to doing an upgrade to 4.4, but please note that enough time has passed that we might be straying into LTS=4.6 territory. Here's the latest LTS release info:
http://wiki.civicrm.org/confluence/display/CRM/LTS+release+schedule

awight updated the task description. (Show Details)Aug 26 2015, 8:27 PM
• DStrine moved this task from Q3 2021-2022 to Sprint +1 on the Fundraising-Backlog board.Sep 11 2015, 6:16 PM
awight renamed this task from [epic] Upgrade Civi to 4.4 & integrate new reporting to [epic] Upgrade Civi to 4.6 & integrate new reporting.Sep 15 2015, 5:10 PM
awight added a subtask: T112314: Configure new CiviCRM staging instance for testing 4.6 upgrade.Sep 22 2015, 10:03 PM
CaitVirtue subscribed.Sep 28 2015, 5:40 PM
hashar changed the status of subtask T86103: CI for Civi: provision and run tests under Jenkins/Zuul from Open to Stalled.Oct 6 2015, 11:26 AM
awight closed subtask T112314: Configure new CiviCRM staging instance for testing 4.6 upgrade as Resolved.Oct 8 2015, 7:28 PM
awight closed subtask T113422: CI tests are failing for Civi 4.6 branch as Resolved.Oct 9 2015, 2:44 PM
awight moved this task from Sprint +1 to Closed Sprint Work Completed in Q2 1516 on the Fundraising-Backlog board.Oct 14 2015, 10:55 PM
awight moved this task from Closed Sprint Work Completed in Q2 1516 to Sprint +1 on the Fundraising-Backlog board.
awight closed subtask T86103: CI for Civi: provision and run tests under Jenkins/Zuul as Resolved.Oct 14 2015, 10:58 PM
• DStrine moved this task from Sprint +1 to Epics in progress on the Fundraising-Backlog board.Oct 14 2015, 10:59 PM
awight updated the task description. (Show Details)Oct 26 2015, 6:14 PM
awight closed subtask T99841: Compile release notes and gotchas for CiviCRM as Resolved.Oct 27 2015, 5:17 PM
awight added a subtask: T116886: Slow query on deduping 2 contacts.Oct 29 2015, 11:19 PM
Ejegg added a subtask: T117143: Thank You mail send broken on Civi 4.6.Oct 30 2015, 12:43 AM
Ejegg added a subtask: T117146: Civi 4.6 Can't import contributions with a utm_campaign.Oct 30 2015, 1:19 AM
awight closed subtask T117152: Globalcollect recurring job needs fixes for Civi 4.6 as Resolved.Oct 30 2015, 3:02 AM
awight closed subtask T117146: Civi 4.6 Can't import contributions with a utm_campaign as Resolved.
awight closed subtask T117143: Thank You mail send broken on Civi 4.6 as Resolved.Oct 30 2015, 3:54 AM
awight closed subtask T99842: [epic] Install 4.6 to staging and test like hell as Resolved.Oct 30 2015, 4:06 AM
awight closed subtask T117148: AstroPay audit parser fails with "gateway not found" exception as Resolved.Oct 30 2015, 4:13 AM
awight closed subtask T99844: Install Civi 4.6 to production as Resolved.Oct 30 2015, 6:40 AM
Jgreen closed subtask Restricted Task as Resolved.Nov 2 2015, 6:22 PM
Eileenmcnaughton closed subtask T99836: Triage what to do with civi-core patches: extensions, upstream, or abandon as Resolved.Nov 6 2015, 6:54 PM
Eileenmcnaughton closed subtask T99837: Prepare CiviCRM 4.6 upstream and Giant Rabbit branches as Resolved.
Eileenmcnaughton closed this task as Resolved.Nov 6 2015, 6:59 PM
Eileenmcnaughton closed subtask T99838: [epic] Port our CiviCRM customizations to 4.6 upstream, and to extensions as Resolved.
Eileenmcnaughton added a project: Fundraising Sprint William Shatner.
Eileenmcnaughton closed subtask T116416: [Epic] Followup tasks after Civi 4.6 upgrade as Resolved.Nov 6 2015, 7:01 PM
• DStrine moved this task from Backlog to Done on the Fundraising Sprint William Shatner board.Nov 6 2015, 9:06 PM
• DStrine added a project: Unplanned-Sprint-Work.Nov 17 2015, 12:09 AM
• DStrine removed a project: Unplanned-Sprint-Work.Nov 17 2015, 12:19 AM
Eileenmcnaughton closed subtask T116886: Slow query on deduping 2 contacts as Resolved.Nov 26 2015, 1:11 AM
CaitVirtue closed subtask T117172: Saving a contact is very slow, and broken as Resolved.Nov 30 2015, 10:15 PM
• mmodell removed a subscriber: awight.Jun 22 2017, 9:48 PM
• DStrine moved this task from Epics in progress to Closed Early/Declined/Invalid Tasks on the Fundraising-Backlog board.Jul 7 2017, 6:10 PM
Content licensed under Creative Commons Attribution-ShareAlike (CC BY-SA) 4.0 unless otherwise noted; code licensed under GNU General Public License (GPL) 2.0 or later and other open source licenses. By using this site, you agree to the Terms of Use, Privacy Policy, and Code of Conduct. · Wikimedia Foundation · Privacy Policy · Code of Conduct · Terms of Use · Disclaimer · CC-BY-SA · GPL