Project60 / Project60/org.project60.banking

Linking a transaction to a transferred contribution

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Dominant language
PHP
Stars
22
Forks
45
Avg merge
3d 15h
Merged PRs (30d)
7

Description

Sometimes we are faced with the problem that a contribution linked to a transaction needs to be transferred to another contact. This often happens when a new contact has been created, but it later turns out that we already know them, or when it turns out that the bank account belongs to a known household.

At the moment, the transaction is not being transferred along with the contribution, which can result in the link between the transaction and the contribution being completely lost when the incorrectly created contact is deleted.

I know from reading other issues here that you don't really like the idea of changing transactions once they have been created. So I would like to ask for your opinion on this before implementing a fix that might not be accepted.

Contributor guide

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First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

No files, tests, or entry points are mentioned. Start by locating the contribution-transfer flow and how it associates transactions, then determine the accepted behavior for preserving that link when a contribution moves to another contact.

Written by the indexing model from the issue text.

Assessment

Tech stack
php
Domain
backend
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
25/100

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