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PosiGive v0.136 - FEB 19, 2025

PosiGive v0.136 - FEB 19, 2025

Release Date: Feb 19, 2025

Dependencies

  1. PosiPay version 0.95

  2. PosiPay for Industry Cloud version 0.3

Pre Config

If the version installed from the org is 0.124 or below, please do the following:

  • Install the PosiGive 0.125 (/packaging/installPackage.apexp?p0=04tOZ0000002rWTYAY)

  • After Installing go to Setup>Flows then delete these following flow ([PosiPay] Immediate Run of Scheduled Donation, [PosiPay] Scheduled Donations - Schedule)

  • Then go to Setup>Batch Management and proceed on deactivating these two batch (GiftTransactionStatusUpdate, ScheduleDonationBatch)

Repush the Post Config

Bugfix

Internal Alert Message (Editing issue)

Internal Alert Message is populated in the Person Account, and a toast message appears. If you edit the Internal Alert Message while the existing toast message is still displayed, the old toast message should close automatically. Only the new toast message will show the updated value of the Internal Alert Message field.

Manage Gift Entry - Acknowledgement Channel Validation

In creating a Gift Entry, the Acknowledgement Channel field is auto populated with the value that has set in the Deafault Acknowledgement Channel field.

When Gift Entry is saved, the Gift Entry record is created with the selected Acknowledgement Channel. A Gift Transaction is also created linked to the Gift Entry, with the Acknowledgement Channel field populated to match the Gift Entry’s Acknowledgement Channel.

Donation Order - Create Multiple Order Product records issue
Created an Order where multiple Order Product record was created. When updating the Create Gift Transaction field to True, an Error message displayed.

Manage Gift Entry: Gift Type 'Organization' mismatch with Linked Gift Transaction as 'Individual' When Recurring

  • In processing The Organization/Household Account record the donor details are mapped to the Gift Entry record.

  • After processing, the necessary records for the gift are created, and the donor is linked.

  • The linked Gift Transaction’s Gift Type should be Organization/Household

Manage Gift Entry - Recurring Organization/Household Account's Phone number become empty after processing a Gift Entry

After creating a Gift Entry the following result is expected.

  • The Matching Rule identifies the existing Organization/household Account record.

  • The Gift Entry record is mapped to the existing Organization/household Account.

  • Necessary records for the recurring gift are created.

  • The matched Organization/household Account is linked to the created records.

Fixed the status of the gift transaction in Manage Gift Entry that remains 'Pending' when the payment method is set to Direct Deposit.

Fix the status of the Gift Transaction, which remains 'Pending' when processing a Gift Entry from a recurring donation (CC and BECS Payment Method).

Fixed the Internal Error when Processing Gift Commitment API using an Individual as Donor Type.
Released

Manage Gift Entry - An error occurs when doing a Once gift entry using Direct Deposit as a payment method.

In processing a Once-off Gift Entry with a Payment Method of Direct Deposit,

  • After saving,

    • A Gift Entry record is created and processed where:

      • New Recurring Gift = FALSE

    • The necessary records for the once-off gift are created

      • An Account record is created (new donor details)/updated (update existing donor)

      • A Payment Instrument record is created ONLY if the Payment Method = Credit Card OR BECS Debit

      • A Gift Transaction is created

      • A Gift Transaction Designation is created

Manage Gift Entry - Gift Commitment record issue.

The process of creating a new recurring gift through Gift Entry correctly generates all related records. This includes the Gift Commitment, Gift Commitment Schedule, Payment Instrument, and associated transaction/designation records. Standard recurring gift fields replace any custom fields, and field visibility is dynamically adjusted based on the transaction period.

Scheduled Donation batch - BECS Debit Gift Transaction was not included.

When running the Scheduled Donation batch, Gift Transactions that are BECS Debit and also meet the criteria for Scheduled donation batch processing should be included.

Manage Gift Entry - Gift Transaction naming has issue when the Donor type is Organization and the Donation type is Once Off

When creating a gift entry where the Donor type is Organization and Donation type is Once off,

  • The Gift Transaction name should be complete and follow the normal format.

Manage Gift Entry: Barcode field - matched donor cannot be searched.

  • The user can only search for donors who are not deceased

  • The Donor Details field should be populated

  • The Gift Entry record is mapped to the existing Person Account.

Gift Entry Process for Recurring Gift - 'No such column 'EffectiveStartDate' on entity 'GiftEntry'

When processing a Gift Entry for a recurring gift, adding the Effective Start Date field to the Gift Entry Mapping custom metadata type causes an error despite permission sets being updated.

Gift Entry records for recurring gifts are now processing successfully, and the expected related records - Gift Commitment, Gift Commitment Schedule, and Gift Transaction are being created as intended.

Return Mail Entry - Outreach Source Code Field Not Populated in Campaign Member Details

Description:
The Campaign Member Details section fields are expected to be auto-populated when a valid barcode is scanned on the Return Mail Entry page. While most fields (e.g., Donor Information, Mail Preferences) are correctly populated based on the matching Campaign Member record, the Outreach Source Code field remains empty and does not auto-populate.

Scheduled Donation batch - BECS Debit Gift Transaction was not included.

When running the Scheduled Donation batch, Gift Transactions that are BECS Debit and also meet the criteria for Scheduled donation batch processing should be included.

Manage Gift Entry - Two Internal Alert toast Message appears when creating a gift entry via New Entry button in Person Account/Account record page and New entry button from Gift Batch

This issue has been fixed. Now only one toast message appears as expected when creating a gift entry via the New Entry button in the Person Account/Account record page and the New Entry button from Gift Batch.

PosiGive API - Missing Account Holder Name for BECS Debit/ACH Payment Instrument

If the Account Holder is missing and the Payment Instrument used is BECS Debit, the process will fail. If the Payment Instrument is ACH, the process will succeed; however, the Account Holder Name field in the Payment Instrument record will remain empty.

Manage Gift Entry - Existing Organization/Household Account - Donor Matching error

When the user attempts to use the matching rule for processing a Gift Entry, where existing Organization/Household Account record has a Phone number but an error occurs and PosiPay Log record is created but empty details

Steps

  1. Navigate to the Gift Entry page (via the New Entry button in the Gift Entry list view or Gift Batch).

  2. Enter donor details matching the Organization/Household Account record

    1. Organization Name

    2. Phone

  3. Save the Gift Entry record.

  4. Process the Gift Entry record.

Expected Result

  • The Matching Rule identifies the existing Organization/household Account record.

  • The Gift Entry record is mapped to the existing Organization/household Account.

  • Necessary records for the recurring gift are created.

  • The matched Organization/household Account is linked to the created records.

 

Manage Gift Entry - Gift Transaction's Transaction Completion Date is populated even though the Status is not Paid

Steps:

  1. Navigate to Gift Entry list and click on New Entry button to create new gift entry.

  2. Fill out gift entry fields and make sure New Recurring Gift is TRUE.

  3. After creating the gift entry, check if gift entry’s Gift Transaction’s Transaction Completion Date is populated.

Expected Result:

When creating a new Gift Entry and a Gift Transaction status is not yet Paid, the Gift Transaction’s Transaction Completion Date should be EMPTY.

Manage Gift Entry - When editing a gift entry via Edit Entry button from Gift entry record, an error occurs

Action:

  1. Navigate to an existing Gift Entry record.

  2. Click the Edit Entry button.

  3. Observe the Manage Gift Entry page that loads.

  4. Navigate to the Payment Information section.

Expected Result:

  • The Payment Information section is accessible.

 

Manage Gift Entry - The Receiving Bank Account field did not display below the Payment Identifier field

Expected Result

When creating a once-off single Gift Entry record via the Manage Gift Entry (New Entry button in Gift Entry list view and Person Account record detail page),

  • If the selected Payment Method = Direct Deposit,

    • The Receiving Bank Account field will display below the Payment Identifier field

Manage Gift Entry: Error Occurred on Recurring Donation

Test Steps

  1. Navigate to the Gift Entry page (via the New Entry button in the Gift Entry list view or Gift Batch).

  2. Enter donor details matching the Organization/Household Account record

  3. Save the Gift Entry record.

  4. Process the Gift Entry record.

Expected Result

  • The Gift Entry record is mapped to the Account.

  • Necessary records for the recurring gift are created.

Process Gift Batch - Process gift batch fails when gift entry payment methods are Cash. Check, and Direct Deposit.

Test Steps:

  1. Navigate to Gift Batch Record where Gift Entry payment methods are Cash, Check, and Direct Deposit.

  2. Click on Process Gift Batch

Expected Result:

When processing a gift batch by clicking on Process Gift Batch button on a Gift Batch record where gift entry payment methods are Cash, Check, and Direct Deposit,

  • Gift Batch Status will be updated to Processed,

  • Gift Entry records will be processed and existing functionality will be followed.

 

Process Gift Batch - Process gift batch fails when gift entries are recurring gifts

Test Steps:

  1. Navigate to Gift Batch Record where Gift Entry are recurring.

  2. Click on Process Gift Batch

Expected Result:

When processing a gift batch by clicking on Process Gift Batch button on a Gift Batch record where gift entries are recurring,

  • Gift Batch Status will be updated to Processed,

  • Gift Entry records will be processed and existing functionality will be followed.

 

Scheduled Donation - Latest Gateway Invoice not linked to Gift Transaction record

Test Steps:

  1. Create a Gift Batch record with a recurring Gift Entry.

  2. Process the Gift Batch

  3. Run the Scheduled Donation.

  4. Check if Gift Transaction has been processed successfully and records are linked correctly:

    1. Latest Gateway Transaction

    2. Latest Gateway Invoice

Expected Result:

  • When the Scheduled Donation is executed,

    • The Gift Transaction records will be processed:

      • 1st: The Gift Transaction record is updated where:

        • Status = Processing

      • 2nd: An invoice API callout will be executed for each Gift Transaction record

      • 3rd: Assuming the webhook is configured properly:

        • A Gateway Invoice record is created and is linked to the Gift Transaction record.

        • A Gateway Transaction record is created and is linked to the Gift Transaction record.

        • The Gift Transaction record is updated where:

          • Status = Paid (if invoice is successful) / Failed (if invoice is failed) → monitor the field’s history

          • Exclude from Payment Processing = TRUE

          • Other fields are populated based on the parsed payload

Manage Gift Entry - BECS Debit's Current Gift Commitment schedule doesn't have a linked Payment Instrument.

Test Steps

  1. Navigate to the Gift Entry List View.

  2. Click the New Entry button.

  3. Fill in the gift details, ensuring:

    1. New Recurring Gift = TRUE.

    2. Fill in the recurring gift fields:

    3. Effective Start Date, Expected End Date, Gift Transaction Period, Gift Transaction Interval, Gift Transaction Day (if applicable).

    4. Set Payment Method to BECS Debit.

  4. Save the Gift Entry record.

  5. Run the Scheduled Donation batch.

  6. Verify if appropriate records are created:

    1. Gift Commitment

      1. Gift Commitment Schedule

        1. Payment Instrument linked to Gift Commitment Schedule

    2. Gift Transaction

      1. Gift Transaction Designations

      2. Payment Instrument

Expected Result

  • A Gift Entry record is created and processed where:

    • New Recurring Gift = TRUE

    • Effective Start Date (field) = Effective Start Date (UI)

    • Expected End Date (field) = Expected End Date (UI)

    • Transaction Period (field) = Gift Transaction Period (UI)

    • Transaction Interval (field) = Gift Transaction Interval (UI)

    • Transaction Day (field) = Gift Transaction Day (UI)

  • The necessary records for the recurring gift are created

    • An Account record is created (new donor details)/updated (update existing donor)

    • A Payment Instrument record is created ONLY if the Payment Method = Credit Card OR BECS Debit

    • A Gift Commitment is created where:

      • Effective Start Date = Gift Entry’s Effective Start Date

      • Expected End Date = Gift Entry’s Expected End Date

    • A Gift Commitment Schedule is created where:

      • Start Date = Gift Entry’s Effective Start Date

      • End Date = Gift Entry’s Expected End Date

      • Transaction Period = Gift Entry’s Transaction Period

      • Transaction Interval = Gift Entry’s Transaction Interval

      • Transaction Day = Gift Entry’s Transaction Day

      • Payment Instrument

    • A Gift Default Designation is created

    • A Gift Transaction is created

    • A Gift Transaction Designation is created

 

Manage Gift Entry - Gift Transaction's Transaction Completion Date is populated even though the Status is not Paid

Steps:

  1. Navigate to Gift Entry list and click on New Entry button to create new gift entry.

  2. Fill out gift entry fields and make sure New Recurring Gift is TRUE.

  3. After creating the gift entry, check if gift entry’s Gift Transaction’s Transaction Completion Date is populated.

Expected Result:

When creating a new Gift Entry and a Gift Transaction status is not yet Paid, the Gift Transaction’s Transaction Completion Date should be EMPTY.

 

Updates

Added new flow in processing Once-off Gift Entry and Recurring Gifts

Added the [PosiPay] Process Gift Entry Once-Off & Recurring flow and this flow will process a Gift Entry record for once-off and recurring gifts.

Add the correct BECS Debit and Direct Deposit Payment Methods to the Gift Entry, Payment Instrument, Gift Commitment Schedule, and Gift Transaction (Winter '25)

Pre-Config

  1. On the Gift Entry object, make the following changes to the Payment Method picklist field.

    1. Add a new picklist value BECS Debit and rename the old BECS Debit value back to ACH.

    2. Add a new picklist value Direct Deposit and rename the old Direct Deposit value back to Cryptocurrency.

  2. On the Payment Instrument object, make the following changes to the Type picklist field.

    1. Add a new picklist value BECS Debit and rename the old BECS Debit value back to ACH.

  3. On the Gift Commitment Schedule object, make the following changes to the Payment Method picklist field.

    1. Add a new picklist value BECS Debit and rename the old BECS Debit value back to ACH.

    2. Add a new picklist value Direct Deposit and rename the old Direct Deposit value back to Cryptocurrency.

  4. On the Gift Transaction object, make the following changes to the Payment Method picklist field.

    1. Add a new picklist value BECS Debit and rename the old BECS Debit value back to ACH.

    2. Add a new picklist value Direct Deposit and rename the old Direct Deposit value back to Cryptocurrency.

  5. For their old records that are referencing the old BECS Debit (ACH) and Direct Deposit (Cryptocurrency) picklist values, they will perform a record update to reference the new BECS Debit and Direct Deposit picklist values

The single Gift Entry and batch Gift Entry processes are working as expected especially when using the new BECS Debit and Direct Deposit picklist values

  • The Gift Entry record should have a Payment Method referencing the new BECS Debit and Direct Deposit picklist values

  • The Payment Instrument record should have a Type referencing the new BECS Debit picklist value

  • For recurring gift, the Gift Commitment Schedule record should have a Payment Method referencing the new BECS Debit and Direct Deposit picklist values

  • For once-off and recurring gifts, the Gift Transaction record should have a Payment Method referencing the new BECS Debit and Direct Deposit picklist values

The Scheduled Donation should pick up Gift Transaction records that has a Payment Method referencing the new BECS Debit picklist value

Automatic bank reconciliation when matching a Bank Statement Line record to a Gift Transaction record where it has a Payment Method referencing the new Direct Deposit picklist value

Gift Entry Process for Once-Off - Create Payment Instrument for BECS Debit as Standard NPC Process Gift Entry doesn't support Creation of Payment Instrument for Custom Payment Methods

The single Gift Entry and batch Gift Entry processes when using the new BECS Debit picklist value

  • The Gift Entry record should have a Payment Method referencing the new BECS Debit picklist value

  • The Payment Instrument record should have a Type referencing the new BECS Debit picklist value

  • For recurring gift, the Gift Commitment Schedule record should have a Payment Method referencing the new BECS Debit picklist value

  • For once-off and recurring gifts, the Gift Transaction record should have a Payment Method referencing the new BECS Debit picklist value

Integrate NPC’s Winter ’25 Gift Entry in PosiGive’s Gift Entry

  • Test 1: Single Gift Entry via the New Entry button in Gift Entry list view,