Details
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Type: Bug
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Status: Done/Fixed
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Priority: Trivial
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Resolution: Fixed/Completed
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Affects Version/s: 4.3.0
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Fix Version/s: 4.3.0
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Component/s: Accounting Integration
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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.
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.