Project60 / Project60/org.project60.banking

SEPA-matcher and CiviSEPA 1.0+

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

Description

If you use CiviBanking's SEPA matcher, be aware of this potential issue:
The matcher adjusts the receive_date of the contribution to the value date as stated in the bank statement. This, however, might confuse CiviSEPA's batcher. Be sure to set the grace period in CiviSEPA to a lower value than the notice period.
This problem should become obsolete in the future, when we adjust the SEPA batcher to be better in identifying the contributions associated with a mandate.

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

The issue names the SEPA matcher and CiviSEPA batcher but no files or tests. Start by tracing how the matcher sets a contribution's receive_date and how the batcher identifies mandate-linked contributions. Done means the batcher handles the value-date change reliably, making the grace-period workaround unnecessary.

Written by the indexing model from the issue text.

Assessment

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

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