Two things:
- Craiglist didn't show up on the LYBUNT report
- Tweak report so it works for both calendar year and fiscal year
It would be ideal to have both of these by November 1, 2015
Two things:
It would be ideal to have both of these by November 1, 2015
Subject | Repo | Branch | Lines +/- | |
---|---|---|---|---|
Make LYBUNT report work for calendar and fiscal year | wikimedia/fundraising/crm | master | +7 -2 |
@CaitVirtue Yea, I've been getting my head around the whole thing, but I was just about to reach out. If you could tell me how to find one of these craigslist contributions that aren't showing up, that would be helpful.
Also, what's the behavior you're seeing with the fiscal versus calendar year not working?
Are you fixing on 4.2 or 4.6 - because you might be looking at quite different behaviours between the 2 (or not!)
I believe we're using entirely custom code for the LYBUNT report, that relies on precomputed values rather than performing the fiscal year calculations every time the report is run. So probably fine to develop on 4.2...
@XenoRyet RE: craiglist - is it safe for me to put a civi to a civi record in this dialogue box?
RE: FY v CY - it's been a loooong time since I filed this bug but if i recall correctly, the template report only works for FY, and we need it to work for both (not at the same time, just which ever option we select)
@CaitVirtue Probably better not link to a civi record in here, I think. Email might be better.
@CaitVirtue I might have some misconceptions about how this worked last year, I'm still new to the Civi front end. Can you walk me through how you ran it? Like what options you clicked on and things like that?
@CaitVirtue I got sidetracked off this by the Trilogy import bug, but this is my top priority now. Should have something for you soon.
Change 253808 had a related patch set uploaded (by XenoRyet):
Make LYBUNT report work for calendar and fiscal year
@CaitVirtue This fix was just deployed to production. Let me know how it works out for you.
On the surface this looks ok, but @CaitVirtue will follow up after some further spot checking.
@atgo @CaitVirtue Are we still meaning to do more review on this, or can we close this task out?
I have not had a chance to look at any changes made to the report since 12/15ish. I will be able to take a look on Wednesday of this week.
I can't run the FY report, so I'm not able to verify that functionality. The CY report works in the basic sense. Needs more feature and formatting work, but it's a good start.