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feature: add donor phone number exports #7394

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merged 9 commits into from
May 30, 2024

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JoshuaHungDinh
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@JoshuaHungDinh JoshuaHungDinh commented May 22, 2024

Resolves GIVE-771

Description

These changes update the donation and donor exports with a "Donor Phone Number" column.

  1. Donor exports will export the donors phone number which can be viewed and edited through the Donor admin screen.
    Saved in give_donor under phone

  2. Donation exports will export the Donor Phone Number field made on a donation and can be found in the Donation admin screen under Donor Details. Saved in give_donationmeta under _give_payment_donor_phone

Reference: #7340

Affects

Donation & Donor exports

Visuals

testing-donor-exports.mov
donor-exports
testing-donation-exports.mov
donation-exports

Testing Instructions

Donation Exports

  • Create a v3 form
  • Add Donor Phone Field block
  • Process a donation with the block filled out
  • Go to Donations->tools
  • Under Export Donation History click Generate csv
  • Under Donor Fields ensure Donor's Phone Number is checked
  • Click Generate csv
  • Verify that the Donor Phone Number column contains a phone number for the donation

Donor Exports

  • Go to the Donor admin screen Donations->Donors & edit a donor
  • On the next screen edit donor again
  • Add a phone number to the donor
  • Go to Tools screen Donations->Tools &
  • Ensure the Donor Phone Number column is checked
  • Click Generate csv
  • Verify that the Donor Phone Number column contains a phone number for the donor

Pre-review Checklist

  • Acceptance criteria satisfied and marked in related issue
  • Relevant @unreleased tags included in DocBlocks
  • Includes unit tests
  • Reviewed by the designer (if follows a design)
  • Self Review of code and UX completed

@JoshuaHungDinh JoshuaHungDinh marked this pull request as ready for review May 22, 2024 17:43
@JoshuaHungDinh JoshuaHungDinh changed the title feature: add donor exports feature: add donor phone number exports May 22, 2024
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@glaubersilva glaubersilva left a comment

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@JoshuaHungDinh Looks good to me. I only left a comment related to a missing unreleased tag, please add that before sending it to QA. Great work!

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@rickalday rickalday left a comment

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Passed manual QA tests.

@JoshuaHungDinh JoshuaHungDinh merged commit a3b8cd1 into develop May 30, 2024
20 checks passed
@JoshuaHungDinh JoshuaHungDinh deleted the feature/donor-phone-number-exports branch May 30, 2024 17:16
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3 participants