Details

    • Type: Sub-task
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.3.0
    • Fix Version/s: 4.5
    • Component/s: CiviContribute
    • Labels:
      None

      Description

      Allow user to include soft credit contributions from Find Contributions and Contributions panel in Advanced Search.

      1. Add radio button filter in row below Payment Method:
      Contributions OR Soft Credits? [ x ] Contributions Only [ ] Soft Credits Only [ ] Both

      • "Contributions Only is default." (matches existing behavior)
      • Query results include rows for either or both civicrm_contribution and civicrm_contribution_soft records meeting the search criteria
      • Preferably contribution and contribution_soft rows follow requested ORDER BY as a UNION (i.e. if by received_date, all rows are ordered that way).

      2. Add Drop-down: "Soft Credit Type" - which is displayed in same row to the right of the radio button above. Field should be hidden if "Contributions Only" is selected.

      3. When soft credits are included in Find Contributions search results (or Advanced Search => Display Results as Contributions), add 3 columns to search results:

      • Soft Credit For: contains sort_name of contact linked to the contribution that the soft-credit is associated (sort_name hyperlinks to contact/view for that contact)
      • Soft Credit Amount (civicrm_contribution_soft.amount)
      • Soft Credit Type

      (These columns are blank for contribution rows and populated for soft-credit rows.)

      3. Export

      • Primary fields export should include the new columns above
      • For contribution_soft rows we should also provide the associated contribution_id in separate column (Soft Credit For Contribution ID = civicrm_contribution_soft.contribution_id)
      • Select fields for export should allow user to select the 4 columns above

        Attachments

        1. bothExport_xtraRowBug.csv
          4 kB
          David Greenberg
        2. ContributionDetailsReport.PNG
          139 kB
          David Greenberg
        3. CRM-12467_export_defect.csv
          2 kB
          David Greenberg
        4. CRM-12467_export_expected.csv
          2 kB
          David Greenberg
        5. FindContributions_defect.PNG
          74 kB
          David Greenberg
        6. FindContributions_expected.PNG
          110 kB
          David Greenberg
        7. qill_wrongLabelSCType.PNG
          105 kB
          David Greenberg
        8. Screen Shot 2017-11-24 at 16.05.59.png
          141 kB
          Tom Crawshaw
        9. searchResults_modifiedLayout.PNG
          121 kB
          David Greenberg
        10. ViewContribution.PNG
          86 kB
          David Greenberg

          Activity

            People

            • Assignee:
              dgg David Greenberg
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved:

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