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progressivetech / net.ourpowerbase.sumfields

The Summary Fields extension creates read-only custom data fields that extend Contact and are automatically populated with up-to-date totals such as total lifetime contributions, last contribution amount, last attended event, etc.
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Fiscal year fields not calculating correctly #108

Closed backofficeteam closed 1 month ago

backofficeteam commented 1 month ago

Testing on Civi demo site, Civi 5.79.alpha1, Summary Fields v.5.0.3

I set the fiscal year to start 1 July. Here are the sample donations on the demo user's record:

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By my calculation, their current FY (1 July 2024-30 June 2025) donation total should be $1, their previous FY (1 July 2023-30 June 2024) donation total should be $5.55, and their FY before last (1 July 2022-30 June 2023) total should be $4.55. However, this is what Summary Fields reports:

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jmcclelland commented 1 month ago

Which Demo did you use? By default, in CiviCRM, the fiscal year starts on January 1 (and those summary fields appear to have been calculated based on a January 1 start of the fiscal year, not a July 1 start). You can check the fiscal year start via Administer -> Localization -> Date Formats.

If you change the fiscal year, you have to re-save the summary fields configuration to re-generate the totals.

Let me know if that resolves the issue!

jamie

backofficeteam commented 1 month ago

I was using dmaster.demo.civicrm.org. And yes, I was aware where to check the fiscal year start, but it was not clear that the summary fields config needed to be updated to pick up the correct FY - thanks for the clarification. Confirming that worked.