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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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Line Items #39

Closed zkrebs closed 5 years ago

zkrebs commented 6 years ago

If we have an event contribution that contains line items with different financial types - how will it affect the summary fields? Thank you.

Specifically: lets say we have an Event with a price set line item which is "Meal Plan". Will the "Meal Plan" amounts be wrapped into the "Total Contribution Amount" summary field - if it does include a financial type for the Event, but NOT for meal plan.

I hope this makes some kind of sense.

We're looking for our total contribution amounts to be specific to the line-item levels of financial types, not just the main "contribution".

jmcclelland commented 6 years ago

Hi - Unfortunately, we use the financial_type_id that is coded to the contribution record itself, not to the line item. I would welcome a patch that fixes this behavior.

zkrebs commented 6 years ago

@jmcclelland assuming that was out of my capacity, is there a process to find someone who is available to do this as paid work?

jmcclelland commented 5 years ago

OMG - sorry I took so long to get back to you. You might try: https://www.megaphonetech.com/

jmcclelland commented 5 years ago

FYI, I'm starting to look into fixing this now due to some complaints from our own users. Please let me know if you have started working with Jon or anyone else to resolve the issue.

jmcclelland commented 5 years ago

At this point, deductible summary fields are all using line items. Other contributions totals are still using the contributions table. If all goes smoothly I will change all the contribution totals to use line items.

jmcclelland commented 5 years ago

All changes have been made. All contribution totals are now using line items for determining the financial type ids. The changes are pushed to this repo, but I will wait a week or so before making a new release.

zkrebs commented 5 years ago

Wow! I haven't been checking this queue for a while, but looks like you have solved the issue. Thank you SO MUCH! Can I send you a virtual tip?

jmcclelland commented 5 years ago

Yes, all tips welcome :)

https://www.progressivetech.org/donate/