Feature 242

[andrewyu-salesforce]

Changes

• We fixed an issue with the Elevate field bundle not loading properly in Gift Entry with sandbox and scratch orgs that have Enhanced Domains enabled. [PR7134]
• We've added a status of "Failing" to the Recurring Donation status picklist, so that users can track and act upon failing Recurring Donations. [PR7130]
• When entering Recurring Donations in Gift Entry, users can indicate that the first installment is paid on the Batch Gift Entry form. [PR7129]
• When an Elevate partial refund is processed, the parent opportunity amount updates to reflect the refund amount and all fixed-amount opportunity allocations are converted to percentages. [PR7122]
• Currency GAU Allocations are now converted to percentages when you initiate a partial refund. [PR7119]
• Users can now remove recurring and one-time gifts from Elevate batches so that Elevate batches and NPSP Data Import Batches are synced. [PR7109]
• We've added the ability to unpause a paused Elevate schedule. [PR7092]
• We've removed the Processing Batch spinner delay that was experienced by some customers when processing large batches. [PR7089]
• NPSP now supports partial Refunds. [PR7088]
• Users can now add Recurring Donations to an Elevate batch in Batch Gift Entry. [PR7087]
• We added field level security for the Status Reason (npsp__ClosedReason__c) field for the Admin and Standard profiles in the RD2 post config. This addition helps customers with orgs that predate v3.166 who decide to upgrade from RD1 to RD2, as the Summer 22 release of NPSP checks for a minimum of read access to this field when creating or editing a Recurring Donation via the RD2 Entry Form. [PR7083]
• We now support pausing Elevate commitments. [PR7078]

New Metadata

Custom Label [PR7129]

• geRD2FirstInstallmentPaid [PR7129]
  Custom Label [PR7114]
• RD2_ElevatePauseInstallmentDateErrorMessage [PR7114]

Notes From Child PRs

WI: W-12084279 [PR7155]
W-11573363 [PR7150]
We fixed three errors and made a few changes to labels. [PR7147]

• We corrected the error display in Gateway Management if an Elevate connection is unavailable [PR7147]
• We now clear the default template Id on clone, permitting the Elevate bundle to behave properly [PR7147]
• During Gift Entry Batch creation, we now don't gather Elevate gateway information unless Gateway Assignment is enabled [PR7147]
  W-11999572 [PR7146]
• Fixed Commitment GET requests by including the Id in the endpoint. [PR7146]
• We previously removed this Id, but it should only be removed for POST and PATCH Commitment requests. [PR7146]
  Fix a bug causing a "Missing Authentication Token" error to be thrown when updating any schedule information for an existing Elevate-connected recurring donation [PR7145]
  W-11999572 [PR7145]
  Added a validation to not allow Fixed recurring type schedules to be entered for Elevate connected curring gifts in batch gift entry [PR7144]
  W-11757404 [PR7144]
  WI: W-12013424 [PR7143]
  This PR addresses the issue of the RD2OpportunityEval Queueable breaking the chaining mechanism of the GiftEntryProcessorQueue when recurring gifts are being processed via Gift Entry. [PR7143]
  WI: W-11575839 [PR7142]
  To pause elevate connected installments, we now have to supply intervals instead of installment start and end dates regardless of the number of selected installments [PR7142]
• The PATCH HTTP verb is now used for updating existing pauses [PR7142]
• Origin URLs fix for the elevate widget [PR7142]
  [W-11919343 [PR7140]
  ](https://gus.lightning.force.com/lightning/r/ADM_Work__c/a07EE0000192sNPYAY/view) [PR7140]
  Modified formatting for objects to be accepted by LWS requirements [PR7140]
• W-11575172 [PR7139]
• The easiest way to test this is to update the currentContactId in RD2_ERecurringDonationsSelector to a Contact in your org that has RDs [PR7139]
  We fixed a bug that caused the progress display to fail during Enhanced Recurring Donation validation and migration. [PR7138]
  W-11933095 [PR7136]
• Fix the bug where users cannot view gift entry batches processed prior to Winter 23 [PR7136]
  We added an Elevate gateway assignment picklist option for the default gateway. [PR7135]
  Original PR: The Elevate Field Bundle Cannot be Used in Gift Entry Due to Missing Trusted Origin URLs #7131, renamed branch for cascading commits. [PR7134]
  W-11910791 Modified trusted origin URL for visualforce pages to be dynamic [PR7134]
  W-9954778 [PR7133]
  https://salesforce.stackexchange.com/questions/239236/issue-with-lightninginput-and-currency-formatter-aura-component-and-lwc [PR7133]
  This work allows a user to switch between a recurring and one-time Elevate-connected gift in batch gift entry before processing the gift in the batch. [PR7132]
  W-11871096 [PR7132]
• Added 'Failing' to the Status Picklist [PR7130]
• Added mapping for 'Failing' to 'Active' in the RD Status Mapper [PR7130]
  WI: W-11818484 [PR7129]
• W-11906042 [PR7128]
• Editing a previously entered ACH gift will now load the Elevate widget in read-only mode. [PR7128]
• When editing the ACH Account and Routing numbers, the option to Cancel the change will now be displayed. [PR7128]
  W-11926218 Clean up remaining POU NPSP References. [PR7126]
  W-11174448 [PR7125]
  W-11575917 [PR7122]
  When Elevate partial refund is processed, the parent opportunity amount will reflect the refund amount, and all fixed-amount opportunity allocations will be converted to percentages.# Critical Changes [PR7122]
  [W-11652305 [PR7120]
  ](https://gus.lightning.force.com/lightning/r/ADM_Work__c/a07EE00001515XIYAY/view) [PR7120]
  Updated the lightning origin URL format to include sandbox/canonical URLs. [PR7120]
  WI-11563652 [PR7119]
• Support Opportunity Amount and Allocations calculation when the refund is created from the trigger [PR7119]
• When a refund is triggered, the Opportunity amount is updated to the new balance amount. [PR7119]
  WI: W-11565903 [PR7114]
• We've added validation for the Elevate pause functionality. [PR7114]
• We've updated our Elevate ACH callout to work with the Stripe Gateway. [PR7113]
• We've enabled ACH as a payment method in the Elevate field bundle in Batch Gift Entry. [PR7112]
  Add the ability for users to remove recurring and one-time gifts from Elevate batches in order to keep Elevate batches and Data Import Batchs in NPSP in sync [PR7109]
  W-11562653 [PR7109]
  W-11647682 (WI specifies Elevate but have changed it to be across all NPSP-based repos) [PR7108]
  Performed audit and modification of POU links based on https://docs.google.com/spreadsheets/d/1yqj16qZWe_LndjqvamQXINs_-XQ0ggjBDBpR-6EIhgo/edit#gid=1076789067 [PR7108]
  W-11564934 [PR7107]
  Upstream set incorrectly on push. Reversing changes. [PR7103]
  W-11652305 [PR7102]
  Added some urls for origin urls based on this documentation for [enhanced URL changes].(https://help.salesforce.com/s/articleView?id=sf.domain_name_url_format_changes_enable_enhanced.htm&type=5). [PR7102]
  W-11563674 [PR7101]
• Partial Refunds can now be issued directly from NPSP. When an Elevate-connected partial refund is processed, the parent opportunity amount updates to reflect the refund amount. [PR7101]
  Reverts Opportunity Exclusion Settings for GAUs Missing in Customizable Rollups #7093 [PR7098]
  W-11562549 [PR7097]
  This work is to allow non-Elevate, one-time Elevate, and recurring Elevate donations to all be processed in a single data import batch in NPSP. [PR7097]
  W-10436989 [PR7096]
  W-7783084 [PR7093]
  WI: W-11565974 Added the ability to remove Elevate pause schedules [PR7092]
  W-10990129 [PR7090]
  W-11639879 [PR7089]
  We fixed an issue in which there was a delay in the Processing Batch spinner after selecting the Process Batch [PR7089]
  WI-11563540 [PR7088]
  W-11562506 [PR7087]
  W-10324426 [PR7085]
  We fixed an issue around multiple clicks to Process Batch button resulting in multiple opportunities being created by ensuring the button is disabled after one click, disallowing the user from clicking multiple times. [PR7085]
  W-11327788 [PR7083]
  The Elevate widget will now be displayed on the form when the user clicks the "Make Recurring" button on the gift entry form in batch gift entry. W-11562498 [PR7081]
• We've added the Elevate field bundle to the Gift Entry form for batch gift entry of Recurring Donations. [PR7081]
  W-11566651 [PR7079]
• We’ve added inherit sharing to all Inner classes to follow Salesforce best practice on class level sharing. [PR7079]
  WI: W-11565278 Added support for pausing Elevate commitments [PR7078]
  W-11567698 [PR7076]
• We fixed a bug that prevented some Allocations from syncing when an Opportunity is updated to $0 (usually a refund). [PR7076]

Pull requests with no release notes

• Added logic to fix pause patch calls [PR7155]

• Add new gateway assignment unit tests. [PR7154]

• Fix for Pause Request to use PATCH on Updates [PR7153]

• Feature/242 gateway assignment tests [PR7152]

• remove brackets from DEFAULT_NAME_ON_CARD for paya validation [PR7150]

• Fix Display of Gateway Management Error and Correct Clone Behavior [PR7147]

• Fixing Elevate Commitment GET requests [PR7146]

• Change Payment Method/Other attribute value throwing error for elevate connected RD "Missing Authentication Token" [PR7145]

• Add a Validation to Prevent a Gift Entry User from Choosing the "Fixed" schedule recurring type for Elevate Recurring Gifts in Batch Gift Entry [PR7144]

• Fix for colliding queueables in Gift Entry [PR7143]

• Pause API E2E fixes [PR7142]

• Implement fixes resulting from Lightning Web Security Compliance Spike [PR7140]

• Removing unsecure DOM manipulation in the Donor Portal RD component [PR7139]

• Add Default Gateway Option to Gateway Assignment Picklist [PR7135]

• Update Elevate Recurring Gifts When Info Is Updated in Batch Gift Entry [PR7132]

• Fix for loading Elevate Widget in Read-Only mode for ACH gifts [PR7128]

• Fixed Flaky JEST Test [PR7127]

• Clean Up Remaining POU Links in NPSP Repo [PR7126]

• The Elevate field bundle cannot be used in Sandboxes that have Enhanced Domains enabled [PR7120]

• Updating Request body for Stripe ACH payments [PR7113]

• Support ACH in Gift Entry Batch [PR7112]

• Audit Elevate NPSP Connector Installer and Product for Power of Us Hub links [PR7108]

• Create Feature Flag for Gateway Assignment on Gateway Management page [PR7107]

• Rollback changes from bad upstream [PR7103]

• Elevate Partial Refund [PR7101]

• Select, Save and Restore Gateway Assignment Settings [PR7100]

• Revert "Opportunity Exclusion Settings for GAUs Missing in Customizable Rollups" [PR7098]

• Ensure that a Gift Entry User can Successfully Process a Mix of Non-Elevate, One-time, and Recurring Elevate Donations in Batch Gift Entry [PR7097]

• Allow Elevate Widget to Display for Recurring Donation Enabled Data Import Batches [PR7081]

• Add inherit sharing to inner classes [PR7079]

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