CiviCRM

Give an admin user the ability to process credit cards on behalf of user in new contribution page

Details

  • Type: New Feature New Feature
  • Status: Closed Closed
  • Priority: Major Major
  • Resolution: Fixed/Completed
  • Affects Version/s: 1.8
  • Fix Version/s: 1.8
  • Component/s: CiviContribute
  • Labels:
    None

Description


1. keep it simple and stupid, i.e. just collect minimal payment information. Allow admin to specify payment processor. payment processor should support submission of credit card info (currently moneris, authorize.net and paypal web payments pro)

2. Make it distinct from new contribution since that page is already quite heavy. If admin needs to add more info to this record they can follow the edit contribution flow

3. attempt to reuse most of the code from the contribution confirm pages

Activity

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Donald A. Lobo added a comment -

dgg:

can u check if we need to fix/improve this. I'd like v1.8 functionality to be quite simple. Note that I do a check for the right processor types being present, so u need to have Web payments pro enabled (or dummy) to see this functionality
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Donald A. Lobo added a comment - dgg: can u check if we need to fix/improve this. I'd like v1.8 functionality to be quite simple. Note that I do a check for the right processor types being present, so u need to have Web payments pro enabled (or dummy) to see this functionality
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David Greenberg added a comment -
Assigning back to you to fix the following:
====================
Cancel doesn't go back to contrib tab of contact. It goes to civicrm/contribute/search

After completion of a successful transaction, also goes to civicrm/contribute/search. This is true even tho i've currently left the default action = preview, so i am clicking to the form from the contact/contribute tab.
(once you figure this out, change default action back to 'add' from 'preview' in Offline.php)

postProcess Bugs:
* First + Middle + Last from billing block are being saved as location_name for the billing location rather than updating the correct civicrm_individual fields
* the contact display_name is being set to billing email address.
* the contact.source is being set to the form's source value (contribution.source is ALSO being correctly set to this value)

Related issue: Edit form breaks when Site Preferences have ONE location, but by submitting a contribution the contact winds up with two (the default + the billing location). Might need to have the location COUNT override the edit form preference for # of location blocks ??
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David Greenberg added a comment - Assigning back to you to fix the following: ==================== Cancel doesn't go back to contrib tab of contact. It goes to civicrm/contribute/search After completion of a successful transaction, also goes to civicrm/contribute/search. This is true even tho i've currently left the default action = preview, so i am clicking to the form from the contact/contribute tab. (once you figure this out, change default action back to 'add' from 'preview' in Offline.php) postProcess Bugs: * First + Middle + Last from billing block are being saved as location_name for the billing location rather than updating the correct civicrm_individual fields * the contact display_name is being set to billing email address. * the contact.source is being set to the form's source value (contribution.source is ALSO being correctly set to this value) Related issue: Edit form breaks when Site Preferences have ONE location, but by submitting a contribution the contact winds up with two (the default + the billing location). Might need to have the location COUNT override the edit form preference for # of location blocks ??
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Donald A. Lobo added a comment -

Fixed all the issues dave raised including the edit form issue
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Donald A. Lobo added a comment - Fixed all the issues dave raised including the edit form issue
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Manish Zope added a comment -
Verify for 2.0
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Manish Zope added a comment - Verify for 2.0
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Shailesh Lende added a comment -
Tested and verified for 2.0 r-12810
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Shailesh Lende added a comment - Tested and verified for 2.0 r-12810
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Manuel Tamez added a comment -
I installed CiviCRM 2.0.3 recently and for some reason it doesn't have this feature enabled (and I really need it!) - I've been killing myself to find it until now. How can I incorporate it? should I just download the last 3 files in Fisheye and use them to substitute the original files? thanks for fixing this and for your help.
M
Show
Manuel Tamez added a comment - I installed CiviCRM 2.0.3 recently and for some reason it doesn't have this feature enabled (and I really need it!) - I've been killing myself to find it until now. How can I incorporate it? should I just download the last 3 files in Fisheye and use them to substitute the original files? thanks for fixing this and for your help. M
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David Greenberg added a comment -
If you have one or more Payment Processors setup (Admin CiviCRM >> Global Settings >> Payment Processors) - then go to viewing a contact record and hit the Contributions tab - you should see a link to "Submit Credit Card Contribution".

If you still need help w/ this - please post further questions on the community forum : http://forum.civicrm.org
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David Greenberg added a comment - If you have one or more Payment Processors setup (Admin CiviCRM >> Global Settings >> Payment Processors) - then go to viewing a contact record and hit the Contributions tab - you should see a link to "Submit Credit Card Contribution". If you still need help w/ this - please post further questions on the community forum : http://forum.civicrm.org

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Dates

  • Created:
    Updated:
    Resolved:
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