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  1. CiviCRM
  2. CRM-3269

CiviPledge - Record or Submit Pledge Payment (by Admin)


    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.1
    • Fix Version/s: 2.1
    • Component/s: CiviPledge
    • Labels:


      Admins / users with "access CiviPledge" and "edit Pledge" permission can either "Record Payment (Check, Cash, EFT) OR if an applicable payment processor is configured they can "Submit Credit/Debit Card Payment" for a pending pledge_payment record.

      These actions are linked from the Pledge Payment selector (CRM-3244) for each payment record with status = Pending or Overdue. The actions link to the following URL (including the Pledge Payment record Id = ppid):


      mode=live is added for the Submit CC link

      Modify the Contribution form code as follows:

      • preProcess
      • check for the pledge payment record ID (ppid) in the GET params
      • make sure the referenced pledge payment record has status = Pending or Overdue
      • setDefaults
      • default the following form values by retrieving them from the Pledge record associated with the referenced pledge payment: Contribution Type, Paid By (payment_instrument - but only if mode != live), Total Amount, Honoree Info fields
      • buildQuickForm
      • freeze the Total Amount field (we force contribution amount to be equal to pledge_payment.amount)
      • postProcess
      • on completion of contribution processing, call a new function - updatePledgePaymentStatus( $statusId ) which does the following:
        If "final" contribution status is "Completed"
      • - update referenced Pledge Payment record status to Completed
      • - check associated Pledge conditions and update Pledge status if needed :
      • - - If ALL payments are completed, set Pledge status = Completed (value = 1 )
      • - - If 1 or more payments are Overdue, set Pledge status = Overdue (value = 6 )
      • - - Else set Pledge status = In Progress (value = 5 )

      If "final" contribution status is "Pending"

      • - no change is made to either the Pledge Payment of Pledge status.

      NOTE: The above function should be able to handle being invoked from this form postProcess as well as from the cron-driven Pledge Status update script.


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              • Assignee:
                kiran.jagtap Kiran Jagtap
                dgg David Greenberg
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                • Created: