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  1. CiviCRM
  2. CRM-11608

Edit contribution and change status to Cancelled or Refunded

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.3.0
    • Fix Version/s: 4.3.0
    • Component/s: Accounting Integration
    • Labels:
      None

      Description

      I've updated the data flow wiki doc to reflect that we can allow either completed contributions to be updated to either Cancelled or Refunded. The book-keeping transactions SHOULD be the same, except that the contribution and financial_trxn status is set to either Cancelled or Refunded depending on status selected by the user.

      http://wiki.civicrm.org/confluence/display/CRM/CiviAccounts+4.3+Data+Flow#CiviAccounts4.3DataFlow-RefundORCancelaCompletedcontribution(changestatustoRefundedorCancelled)

      Several fixes are needed for this workflow:

      1. When I Cancel a contribution, the newly inserted financial_trxn and financial_item amounts are positive, should be negative (this is already correct for Refunded status).

      2. We should collect and store cancel_date and cancel_reason for both Cancelled AND Refunded contributions.
      2.1 Update fieldset legend and field labels:
      'Cancellation Information' => 'Cancellation or Refund Information'
      'Cancelled Date' => 'Cancelled / Refunded Date'
      'Cancellation Reason' => 'Cancellation / Refund Reason'

      2.2 Modify jScript on contribution edit form so that cancelInfo row with cancel_date cancel_reason fields are exposed for either Cancelled OR Refunded status

      2.3 Ensure postProcess records field values for these fields if user enters values for a Refunded contribution.

      2.4 Update field labels on contribution view page.

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            • Assignee:
              ravish.nair Ravish Nair
              Reporter:
              dgg David Greenberg
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              • Created:
                Updated:
                Resolved: