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OnlineGiftAidSubmission Extension for CiviCRM 4.2+ ------------------------------------------- Installation Install CiviCRM v4.4. Note that this extension does not work with previous versions of CiviCRM. Create and set the extensions directory in CiviCRM Download this extension in the above directory. Install this extension in CiviCRM on q=civicrm/admin/extensions?reset=1 For information about the latest improvements, please visit: http://vedaconsulting.co.uk/gift-aid-for-civicrm ------------------------------------------- v1.5.2 ------------------------------------------- Introduced two new hooks giftAidOnlineSubmitted( $batchID ) Used if you want to perform an action following successful submission i.e. update another table, send an email etc invalidGiftAidOnlineContribution( $batchID, $contributionIDRemoved ) Used when contributions aren't submitted due to not meeting gift aid online rules i.e. invalid postcode formats or address lines etc Also added a new column to the civicrm_gift_aid_submission table Suggest if your upgrading you add this in manually ALTER TABLE `civicrm_gift_aid_submission` ADD COLUMN `IRMark` varchar(255); This column will hold the IR Mark of successfully submitted claims There is also a new table that holds contributions that were classed as invalid pre-submission and this also needs to be created if your upgrading The script is in scripts/sql/civi_gift_aid_rejected_contributions ------------------------------------------- v1.6 ------------------------------------------- Introduced 2 new features 1. GiftAid Online Failure report - To view the rejection reason for the GiftAid Online Submission 2. GiftAid Contribution Custom search - To search for contributions which are not claimed and those with valid declaration. If you are doing new installation, skip Step 1 and 2 and go to Step 3. If you are upgrading, you must do all 3 steps. Note: If you are upgrading from version prior to v1.5.2, run the ALTER table mentioned in the section above. Step 1: Register report (Only for upgrade) Title: giftaidonlinefailure (uk.co.vedaconsulting.module.giftaidonline) Description: GiftAid Online Failure Report Report URL: uk.co.vedaconsulting.module.giftaidonline/giftaidonlinefailure Class Name: CRM_Giftaidonline_Form_Report_giftaidonlinefailure Component: CiviContribute Step 2: Register Custom Search (Only for upgrade) Navigate to Administer >> Customize Data & Screens >> Manage Custom Searches Click 'Add Custom Search' Enter the below values in the form and click 'Save' Custom Search Path: CRM_Giftaidonline_Form_Search_giftaidcontributionsearch Search Title: giftaidcontributionsearch (uk.co.vedaconsulting.module.giftaidonline) Step 3: Create report instance (New Install and Upgrade) Navigate to Administer >> CiviReport >> Create New Report from Template Click 'giftaidonlinefailure' under 'Contribution Report Templates' Review the Display Columns section. Not to worry about the Filter, as batch ID will be passed to the report from Online Gift Aid Submission page Click 'Preview Report' button Under 'Create Report' section, give a report title and set the permissions and click 'Create Report' button. You dont need to include report in navigation menu, as the report link will be displayed in Online Gift Aid Submission page for each batch. ------------------------------------------- v1.6.1 ------------------------------------------- Change permission who can submit the batches to HMRC 'allow giftaid submission' is added to permission list. Make sure the role has the above permission in place in order to submit the batches to HMRC. ------------------------------------------- v1.6.2 ------------------------------------------- Amended custom search to use contribution dates and not declaration dates as this is not as useful ------------------------------------------- v1.7.0 ------------------------------------------- Added a new column to the `civicrm_gift_aid_rejected_contributions` table, in order to report rejections based on Batch Id and Submission. Suggest if your upgrading you add this in manually ALTER TABLE `civicrm_gift_aid_rejected_contributions` ADD COLUMN `submission_id` int(10) unsigned AFTER `batch_id`;
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