Add discount codes and automatic discounts to CIviCRM events and memberships
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README.md

CiviDiscount Extension

ADVANCED FILTERS

CiviDiscount now allows you to specify your own criteria for who should get automatic discounts. This is a powerful feature but does require some technical skill and thorough testing is recommended. Use the api explorer (on your site at the url civicrm/api/explorer) to help you discover the api options you could pass.

You need to specify an API Entity that you want to query and a query string. If you specify contact then the logged in contact id will be passed in as 'id'. For all other api it will be passed in as 'contact_id'

In this image you can see that contacts with a value of 1 in custom id field 65 (which happens to be 'are you retired' in this case) will get an automatic discount if they meet other criteria above - ie a minimum age of 65)

DOCUMENTATION

View the CiviDiscount documentation on https://docs.civicrm.org.

NEEDED

  • Enhance UI with an "apply discount" button that updates displayed prices on any forms

    • basically you want to emulate having the discount code sent in via the URL and let the person know if discount code is bogus
    • it would be nice to do this with ajax but isn't worth much effort.
  • Create some user documentation

    • Two types of discounts: automatic membership and code-based.
    • Supports discounted memberships, events, pricesets
    • Describe automatic member discounts (use random code never given to public)
    • Show tracking interface

NICE TO HAVE

  • Give some control over the placement of the discount code text field on the form.

FIXED ALREADY

  • Fix/check cividiscount_civicrm_buildAmount() for both online and offline forms/cases (event registration):
    • check multi-participant case well (currently this needs to be enabled in code)
  • Fix/check cividiscount_civicrm_buildForm() for both online, offline and renewal forms/cases (memberships):
    • check multi-step form case well
  • Check all transaction amounts match amount displayed on forms.
  • Fix or remove CDM_BAO_Item::copy(). Currently it's just a copy of CDM_BAO_Item::delete().
  • Adapt for 4.2 priceset structure.
  • Create menu link for CiviDiscount extension under Administer
  • Fix cividiscount_civicrm_pre():
    • When a contact is deleted, we should also delete their tracking info/usage.
    • When removing participant (and additional) from events, also delete their tracking info/usage.
    • When deleting membership record, also delete their tracking info/usage
  • Fix/check cividiscount_civicrm_postProcess() tracking for all forms/cases:
    • check we have correct participantID, membershipID, contributionID when it's needed for tracking
    • check generic generic contribution cases well (discount is not available for this)
  • Fix/check discount tracking tabs.
  • Generally clean up the code and logic.
  • Carefully review discount verification and applicability:
    • fix _get_discounted_event_ids(), _get_discounted_priceset_ids(), _get_discounted_membership_ids() to return events/pricesets/memberships only for active code
  • Enhance UI to show which discount code has been applied.
  • Fix membership discounts not working from civicrm/contact/view [Submit Credit Card Membership] - CRM-11028.