status_id == 1) { $pledge->end_date = date('Ymd'); } $pledge->copyValues($params); // set currency for CRM-1496 if (!isset($pledge->currency)) { $pledge->currency = CRM_Core_Config::singleton()->defaultCurrency; } $result = $pledge->save(); CRM_Utils_Hook::post($hook, 'Pledge', $pledge->id, $pledge); return $result; } /** * Given the list of params in the params array, fetch the object * and store the values in the values array * * @param array $params * Input parameters to find object. * @param array $values * Output values of the object. * @param array $returnProperties * If you want to return specific fields. * * @return array * associated array of field values */ public static function &getValues(&$params, &$values, $returnProperties = NULL) { if (empty($params)) { return NULL; } CRM_Core_DAO::commonRetrieve('CRM_Pledge_BAO_Pledge', $params, $values, $returnProperties); return $values; } /** * Takes an associative array and creates a pledge object. * * @param array $params * Assoc array of name/value pairs. * * @return CRM_Pledge_DAO_Pledge * @throws \CRM_Core_Exception */ public static function create(array $params): CRM_Pledge_DAO_Pledge { $action = empty($params['id']) ? 'create' : 'edit'; if ($action === 'create') { $defaults = [ 'currency' => CRM_Core_Config::singleton()->defaultCurrency, 'installments' => (int) self::fields()['installments']['default'], 'scheduled_date' => $params['start_date'] ?? date('Ymd'), ]; $params = array_merge($defaults, $params); } $isRecalculatePledgePayment = self::isPaymentsRequireRecalculation($params); $transaction = new CRM_Core_Transaction(); $paymentParams = []; if (!empty($params['installment_amount'])) { $params['amount'] = $params['installment_amount'] * $params['installments']; } if (!isset($params['pledge_status_id']) && !isset($params['status_id'])) { if (isset($params['contribution_id'])) { if ($params['installments'] > 1) { $params['status_id'] = CRM_Core_PseudoConstant::getKey('CRM_Pledge_BAO_Pledge', 'status_id', 'In Progress'); } } else { if (!empty($params['id'])) { $params['status_id'] = CRM_Pledge_BAO_PledgePayment::calculatePledgeStatus($params['id']); } else { $params['status_id'] = CRM_Core_PseudoConstant::getKey('CRM_Pledge_BAO_Pledge', 'status_id', 'Pending'); } } } $paymentParams['status_id'] = $params['status_id'] ?? NULL; $pledge = self::writeRecord($params); // skip payment stuff in edit mode if (empty($params['id']) || $isRecalculatePledgePayment) { // if pledge is pending delete all payments and recreate. if ($isRecalculatePledgePayment) { CRM_Pledge_BAO_PledgePayment::deletePayments($pledge->id); } // building payment params $paymentParams['pledge_id'] = $pledge->id; $paymentKeys = [ 'amount', 'installments', 'scheduled_date', 'frequency_unit', 'currency', 'frequency_day', 'frequency_interval', 'contribution_id', 'installment_amount', 'actual_amount', ]; foreach ($paymentKeys as $key) { $paymentParams[$key] = $params[$key] ?? NULL; } CRM_Pledge_BAO_PledgePayment::createMultiple($paymentParams); } $transaction->commit(); $url = CRM_Utils_System::url('civicrm/contact/view/pledge', "action=view&reset=1&id={$pledge->id}&cid={$pledge->contact_id}&context=home" ); $recentOther = []; if (CRM_Core_Permission::checkActionPermission('CiviPledge', CRM_Core_Action::UPDATE)) { $recentOther['editUrl'] = CRM_Utils_System::url('civicrm/contact/view/pledge', "action=update&reset=1&id={$pledge->id}&cid={$pledge->contact_id}&context=home" ); } if (CRM_Core_Permission::checkActionPermission('CiviPledge', CRM_Core_Action::DELETE)) { $recentOther['deleteUrl'] = CRM_Utils_System::url('civicrm/contact/view/pledge', "action=delete&reset=1&id={$pledge->id}&cid={$pledge->contact_id}&context=home" ); } $contributionTypes = CRM_Contribute_PseudoConstant::financialType(); $title = CRM_Contact_BAO_Contact::displayName($pledge->contact_id) . ' - (' . ts('Pledged') . ' ' . CRM_Utils_Money::format($pledge->amount, $pledge->currency) . ' - ' . CRM_Utils_Array::value($pledge->financial_type_id, $contributionTypes) . ')'; // add the recently created Pledge CRM_Utils_Recent::add($title, $url, $pledge->id, 'Pledge', $pledge->contact_id, NULL, $recentOther ); return $pledge; } /** * Is this a change to an existing pending pledge requiring payment schedule * changes. * * If the pledge is pending the code (slightly lazily) deletes & recreates * pledge payments. * * If the payment dates or amounts have been manually edited then this can * cause data loss. We can mitigate this to some extent by making sure we * have a change that could potentially affect the schedule (rather than just * a custom data change or similar). * * This calculation needs to be performed before update takes place as * previous & new pledges are compared. * * @param array $params * * @return bool */ protected static function isPaymentsRequireRecalculation($params) { if (empty($params['is_pledge_pending']) || empty($params['id'])) { return FALSE; } $scheduleChangingParameters = [ 'amount', 'frequency_unit', 'frequency_interval', 'frequency_day', 'installments', 'start_date', ]; $existingPledgeDAO = new CRM_Pledge_BAO_Pledge(); $existingPledgeDAO->id = $params['id']; $existingPledgeDAO->find(TRUE); foreach ($scheduleChangingParameters as $parameter) { if ($parameter == 'start_date') { if (strtotime($params[$parameter]) != strtotime($existingPledgeDAO->$parameter)) { return TRUE; } } elseif ($params[$parameter] != $existingPledgeDAO->$parameter) { return TRUE; } } } /** * Delete the pledge. * * @param int $id * Pledge id. * * @return mixed */ public static function deletePledge($id) { CRM_Utils_Hook::pre('delete', 'Pledge', $id); $transaction = new CRM_Core_Transaction(); // check for no Completed Payment records with the pledge $payment = new CRM_Pledge_DAO_PledgePayment(); $payment->pledge_id = $id; $payment->find(); while ($payment->fetch()) { // also delete associated contribution. if ($payment->contribution_id) { CRM_Contribute_BAO_Contribution::deleteContribution($payment->contribution_id); } $payment->delete(); } $dao = new CRM_Pledge_DAO_Pledge(); $dao->id = $id; $results = $dao->delete(); $transaction->commit(); CRM_Utils_Hook::post('delete', 'Pledge', $dao->id, $dao); return $results; } /** * Get the amount details date wise. * * @param string $status * @param string $startDate * @param string $endDate * * @return array|null */ public static function getTotalAmountAndCount($status = NULL, $startDate = NULL, $endDate = NULL) { $where = []; $select = $from = $queryDate = NULL; $statusId = CRM_Core_PseudoConstant::getKey('CRM_Pledge_BAO_Pledge', 'status_id', $status); switch ($status) { case 'Completed': $where[] = 'status_id != ' . CRM_Core_PseudoConstant::getKey('CRM_Pledge_BAO_Pledge', 'status_id', 'Cancelled'); break; case 'Cancelled': case 'In Progress': case 'Pending': case 'Overdue': $where[] = 'status_id = ' . $statusId; break; } if ($startDate) { $where[] = "create_date >= '" . CRM_Utils_Type::escape($startDate, 'Timestamp') . "'"; } if ($endDate) { $where[] = "create_date <= '" . CRM_Utils_Type::escape($endDate, 'Timestamp') . "'"; } $whereCond = implode(' AND ', $where); $query = " SELECT sum( amount ) as pledge_amount, count( id ) as pledge_count, currency FROM civicrm_pledge WHERE $whereCond AND is_test=0 GROUP BY currency "; $start = substr($startDate, 0, 8); $end = substr($endDate, 0, 8); $pCount = 0; $pamount = []; $dao = CRM_Core_DAO::executeQuery($query); while ($dao->fetch()) { $pCount += $dao->pledge_count; $pamount[] = CRM_Utils_Money::format($dao->pledge_amount, $dao->currency); } $pledge_amount = [ 'pledge_amount' => implode(', ', $pamount), 'pledge_count' => $pCount, 'purl' => CRM_Utils_System::url('civicrm/pledge/search', "reset=1&force=1&pstatus={$statusId}&pstart={$start}&pend={$end}&test=0" ), ]; $where = []; switch ($status) { case 'Completed': $select = 'sum( total_amount ) as received_pledge , count( cd.id ) as received_count'; $where[] = 'cp.status_id = ' . $statusId . ' AND cp.contribution_id = cd.id AND cd.is_test=0'; $queryDate = 'receive_date'; $from = ' civicrm_contribution cd, civicrm_pledge_payment cp'; break; case 'Cancelled': $select = 'sum( total_amount ) as received_pledge , count( cd.id ) as received_count'; $where[] = 'cp.status_id = ' . $statusId . ' AND cp.contribution_id = cd.id AND cd.is_test=0'; $queryDate = 'receive_date'; $from = ' civicrm_contribution cd, civicrm_pledge_payment cp'; break; case 'Pending': $select = 'sum( scheduled_amount )as received_pledge , count( cp.id ) as received_count'; $where[] = 'cp.status_id = ' . $statusId . ' AND pledge.is_test=0'; $queryDate = 'scheduled_date'; $from = ' civicrm_pledge_payment cp INNER JOIN civicrm_pledge pledge on cp.pledge_id = pledge.id'; break; case 'Overdue': $select = 'sum( scheduled_amount ) as received_pledge , count( cp.id ) as received_count'; $where[] = 'cp.status_id = ' . $statusId . ' AND pledge.is_test=0'; $queryDate = 'scheduled_date'; $from = ' civicrm_pledge_payment cp INNER JOIN civicrm_pledge pledge on cp.pledge_id = pledge.id'; break; } if ($startDate) { $where[] = " $queryDate >= '" . CRM_Utils_Type::escape($startDate, 'Timestamp') . "'"; } if ($endDate) { $where[] = " $queryDate <= '" . CRM_Utils_Type::escape($endDate, 'Timestamp') . "'"; } $whereCond = implode(' AND ', $where); $query = " SELECT $select, cp.currency FROM $from WHERE $whereCond GROUP BY cp.currency "; if ($select) { $dao = CRM_Core_DAO::executeQuery($query); $amount = []; $count = 0; while ($dao->fetch()) { $count += $dao->received_count; $amount[] = CRM_Utils_Money::format($dao->received_pledge, $dao->currency); } if ($count) { return array_merge($pledge_amount, [ 'received_amount' => implode(', ', $amount), 'received_count' => $count, 'url' => CRM_Utils_System::url('civicrm/pledge/search', "reset=1&force=1&status={$statusId}&start={$start}&end={$end}&test=0" ), ]); } } else { return $pledge_amount; } return NULL; } /** * Get list of pledges In Honor of contact Ids. * * @param int $honorId * In Honor of Contact ID. * * @return array * return the list of pledge fields */ public static function getHonorContacts($honorId) { $params = []; $honorDAO = new CRM_Contribute_DAO_ContributionSoft(); $honorDAO->contact_id = $honorId; $honorDAO->find(); // get all status. while ($honorDAO->fetch()) { $pledgePaymentDAO = new CRM_Pledge_DAO_PledgePayment(); $pledgePaymentDAO->contribution_id = $honorDAO->contribution_id; if ($pledgePaymentDAO->find(TRUE)) { $pledgeDAO = new CRM_Pledge_DAO_Pledge(); $pledgeDAO->id = $pledgePaymentDAO->pledge_id; if ($pledgeDAO->find(TRUE)) { $params[$pledgeDAO->id] = [ 'honor_type' => CRM_Core_PseudoConstant::getLabel('CRM_Contribute_BAO_ContributionSoft', 'soft_credit_type_id', $honorDAO->soft_credit_type_id), 'honorId' => $pledgeDAO->contact_id, 'amount' => $pledgeDAO->amount, 'status' => CRM_Core_PseudoConstant::getLabel('CRM_Pledge_BAO_Pledge', 'status_id', $pledgeDAO->status_id), 'create_date' => $pledgeDAO->create_date, 'acknowledge_date' => $pledgeDAO->acknowledge_date, 'type' => CRM_Core_DAO::getFieldValue('CRM_Financial_DAO_FinancialType', $pledgeDAO->financial_type_id, 'name' ), 'display_name' => CRM_Core_DAO::getFieldValue('CRM_Contact_DAO_Contact', $pledgeDAO->contact_id, 'display_name' ), ]; } } } return $params; } /** * Send Acknowledgment and create activity. * * @param CRM_Core_Form $form * Form object. * @param array $params * An assoc array of name/value pairs. */ public static function sendAcknowledgment(&$form, $params) { //handle Acknowledgment. $allPayments = $payments = []; // get All Payments status types. $paymentStatusTypes = CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'name'); $returnProperties = [ 'status_id', 'scheduled_amount', 'scheduled_date', 'contribution_id', ]; // get all paymnets details. CRM_Core_DAO::commonRetrieveAll('CRM_Pledge_DAO_PledgePayment', 'pledge_id', $params['id'], $allPayments, $returnProperties); if (!empty($allPayments)) { foreach ($allPayments as $payID => $values) { $contributionValue = $contributionStatus = []; if (isset($values['contribution_id'])) { $contributionParams = ['id' => $values['contribution_id']]; $returnProperties = ['contribution_status_id', 'receive_date']; CRM_Core_DAO::commonRetrieve('CRM_Contribute_DAO_Contribution', $contributionParams, $contributionStatus, $returnProperties ); $contributionValue = [ 'status' => $contributionStatus['contribution_status_id'] ?? NULL, 'receive_date' => $contributionStatus['receive_date'] ?? NULL, ]; } $payments[$payID] = array_merge($contributionValue, [ 'amount' => $values['scheduled_amount'] ?? NULL, 'due_date' => $values['scheduled_date'] ?? NULL, 'status' => CRM_Core_PseudoConstant::getKey('CRM_Contribute_BAO_Contribution', 'contribution_status_id', 'Pending'), ] ); // get the first valid payment id. if (!isset($form->paymentId) && ($paymentStatusTypes[$values['status_id']] == 'Pending' || $paymentStatusTypes[$values['status_id']] == 'Overdue' ) ) { $form->paymentId = $values['id']; } } } // assign pledge fields value to template. $pledgeFields = [ 'create_date', 'total_pledge_amount', 'frequency_interval', 'frequency_unit', 'installments', 'frequency_day', 'scheduled_amount', 'currency', ]; foreach ($pledgeFields as $field) { if (!empty($params[$field])) { $form->assign($field, $params[$field]); } } // assign all payments details. if ($payments) { $form->assign('payments', $payments); } // handle custom data. $customGroup = []; if (!empty($params['hidden_custom'])) { $groupTree = CRM_Core_BAO_CustomGroup::getTree('Pledge', NULL, $params['id']); $pledgeParams = [['pledge_id', '=', $params['id'], 0, 0]]; // retrieve custom data foreach ($groupTree as $groupID => $group) { $customFields = $customValues = []; if ($groupID == 'info') { continue; } foreach ($group['fields'] as $k => $field) { $field['title'] = $field['label']; $customFields["custom_{$k}"] = $field; } // to build array of customgroup & customfields in it CRM_Core_BAO_UFGroup::getValues($params['contact_id'], $customFields, $customValues, FALSE, $pledgeParams); $customGroup[$group['title']] = $customValues; } } $form->assign('customGroup', $customGroup); // handle acknowledgment email stuff. [$pledgerDisplayName, $pledgerEmail] = CRM_Contact_BAO_Contact_Location::getEmailDetails($params['contact_id']); // check for online pledge. if (!empty($params['receipt_from_email'])) { $userName = $params['receipt_from_name'] ?? NULL; $userEmail = $params['receipt_from_email'] ?? NULL; } elseif (!empty($params['from_email_id'])) { $receiptFrom = $params['from_email_id']; } elseif ($userID = CRM_Core_Session::singleton()->get('userID')) { // check for logged in user. [ $userName, $userEmail, ] = CRM_Contact_BAO_Contact_Location::getEmailDetails($userID); } else { // set the domain values. [$userName, $userEmail] = CRM_Core_BAO_Domain::getNameAndEmail(); } if (!isset($receiptFrom)) { $receiptFrom = "$userName <$userEmail>"; } [$sent, $subject, $message, $html] = CRM_Core_BAO_MessageTemplate::sendTemplate( [ 'groupName' => 'msg_tpl_workflow_pledge', 'valueName' => 'pledge_acknowledge', 'contactId' => $params['contact_id'], 'from' => $receiptFrom, 'toName' => $pledgerDisplayName, 'toEmail' => $pledgerEmail, ] ); // check if activity record exist for this pledge // Acknowledgment, if exist do not add activity. $activityType = 'Pledge Acknowledgment'; $activity = new CRM_Activity_DAO_Activity(); $activity->source_record_id = $params['id']; $activity->activity_type_id = CRM_Core_PseudoConstant::getKey('CRM_Activity_BAO_Activity', 'activity_type_id', $activityType ); // FIXME: Translate $details = 'Total Amount ' . CRM_Utils_Money::format($params['total_pledge_amount'], CRM_Utils_Array::value('currency', $params)) . ' To be paid in ' . $params['installments'] . ' installments of ' . CRM_Utils_Money::format($params['scheduled_amount'], CRM_Utils_Array::value('currency', $params)) . ' every ' . $params['frequency_interval'] . ' ' . $params['frequency_unit'] . '(s)'; if (!$activity->find()) { $activityParams = [ 'subject' => $subject, 'source_contact_id' => $params['contact_id'], 'source_record_id' => $params['id'], 'activity_type_id' => CRM_Core_PseudoConstant::getKey('CRM_Activity_BAO_Activity', 'activity_type_id', $activityType ), 'activity_date_time' => CRM_Utils_Date::isoToMysql($params['acknowledge_date']), 'is_test' => $params['is_test'], 'status_id' => 2, 'details' => $details, 'campaign_id' => $params['campaign_id'] ?? NULL, ]; // lets insert assignee record. if (!empty($params['contact_id'])) { $activityParams['assignee_contact_id'] = $params['contact_id']; } if (is_a(CRM_Activity_BAO_Activity::create($activityParams), 'CRM_Core_Error')) { throw new CRM_Core_Exception('Failed creating Activity for acknowledgment'); } } } /** * Combine all the exportable fields from the lower levels object. * * @param bool $checkPermission * * @return array * array of exportable Fields */ public static function exportableFields($checkPermission = TRUE) { if (!self::$_exportableFields) { if (!self::$_exportableFields) { self::$_exportableFields = []; } $fields = CRM_Pledge_DAO_Pledge::export(); $fields = array_merge($fields, CRM_Pledge_DAO_PledgePayment::export()); // set title to calculated fields $calculatedFields = [ 'pledge_total_paid' => ['title' => ts('Total Paid')], 'pledge_balance_amount' => ['title' => ts('Balance Amount')], 'pledge_next_pay_date' => ['title' => ts('Next Payment Date')], 'pledge_next_pay_amount' => ['title' => ts('Next Payment Amount')], 'pledge_payment_paid_amount' => ['title' => ts('Paid Amount')], 'pledge_payment_paid_date' => ['title' => ts('Paid Date')], 'pledge_payment_status' => [ 'title' => ts('Pledge Payment Status'), 'name' => 'pledge_payment_status', 'data_type' => CRM_Utils_Type::T_STRING, ], ]; $pledgeFields = [ 'pledge_status' => [ 'title' => ts('Pledge Status'), 'name' => 'pledge_status', 'data_type' => CRM_Utils_Type::T_STRING, ], 'pledge_frequency_unit' => [ 'title' => ts('Pledge Frequency Unit'), 'name' => 'pledge_frequency_unit', 'data_type' => CRM_Utils_Type::T_ENUM, ], 'pledge_frequency_interval' => [ 'title' => ts('Pledge Frequency Interval'), 'name' => 'pledge_frequency_interval', 'data_type' => CRM_Utils_Type::T_INT, ], 'pledge_contribution_page_id' => [ 'title' => ts('Pledge Contribution Page Id'), 'name' => 'pledge_contribution_page_id', 'data_type' => CRM_Utils_Type::T_INT, ], ]; $fields = array_merge($fields, $pledgeFields, $calculatedFields); // add custom data $fields = array_merge($fields, CRM_Core_BAO_CustomField::getFieldsForImport('Pledge', FALSE, FALSE, FALSE, $checkPermission)); self::$_exportableFields = $fields; } return self::$_exportableFields; } /** * Get pending or in progress pledges. * * @param int $contactID * Contact id. * * @return array * associated array of pledge id(s) */ public static function getContactPledges($contactID) { $pledgeDetails = []; $pledgeStatuses = CRM_Core_OptionGroup::values('pledge_status', FALSE, FALSE, FALSE, NULL, 'name' ); $status = []; // get pending and in progress status foreach (['Pending', 'In Progress', 'Overdue'] as $name) { if ($statusId = array_search($name, $pledgeStatuses)) { $status[] = $statusId; } } if (empty($status)) { return $pledgeDetails; } $statusClause = " IN (" . implode(',', $status) . ")"; $query = " SELECT civicrm_pledge.id id FROM civicrm_pledge WHERE civicrm_pledge.status_id {$statusClause} AND civicrm_pledge.contact_id = %1 "; $params[1] = [$contactID, 'Integer']; $pledge = CRM_Core_DAO::executeQuery($query, $params); while ($pledge->fetch()) { $pledgeDetails[] = $pledge->id; } return $pledgeDetails; } /** * Get pledge record count for a Contact. * * @param int $contactID * * @return int * count of pledge records */ public static function getContactPledgeCount($contactID) { $query = "SELECT count(*) FROM civicrm_pledge WHERE civicrm_pledge.contact_id = {$contactID} AND civicrm_pledge.is_test = 0"; return CRM_Core_DAO::singleValueQuery($query); } /** * @param array $params * * @return array * @throws \API_Exception * @throws \CRM_Core_Exception * @throws \CiviCRM_API3_Exception */ public static function updatePledgeStatus($params): array { $returnMessages = []; $sendReminders = CRM_Utils_Array::value('send_reminders', $params, FALSE); $allStatus = array_flip(CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'name')); $allPledgeStatus = CRM_Core_OptionGroup::values('pledge_status', TRUE, FALSE, FALSE, NULL, 'name', TRUE ); unset($allPledgeStatus['Completed'], $allPledgeStatus['Cancelled']); unset($allStatus['Completed'], $allStatus['Cancelled'], $allStatus['Failed']); $statusIds = implode(',', $allStatus); $pledgeStatusIds = implode(',', $allPledgeStatus); $updateCnt = 0; $query = " SELECT pledge.contact_id as contact_id, pledge.id as pledge_id, pledge.amount as amount, payment.scheduled_date as scheduled_date, pledge.create_date as create_date, payment.id as payment_id, pledge.currency as currency, pledge.contribution_page_id as contribution_page_id, payment.reminder_count as reminder_count, pledge.max_reminders as max_reminders, payment.reminder_date as reminder_date, pledge.initial_reminder_day as initial_reminder_day, pledge.additional_reminder_day as additional_reminder_day, pledge.status_id as pledge_status, payment.status_id as payment_status, pledge.is_test as is_test, pledge.campaign_id as campaign_id, SUM(payment.scheduled_amount) as amount_due, ( SELECT sum(civicrm_pledge_payment.actual_amount) FROM civicrm_pledge_payment WHERE civicrm_pledge_payment.status_id = 1 AND civicrm_pledge_payment.pledge_id = pledge.id ) as amount_paid FROM civicrm_pledge pledge, civicrm_pledge_payment payment WHERE pledge.id = payment.pledge_id AND payment.status_id IN ( {$statusIds} ) AND pledge.status_id IN ( {$pledgeStatusIds} ) GROUP By payment.id "; $dao = CRM_Core_DAO::executeQuery($query); $now = date('Ymd'); $pledgeDetails = $contactIds = $pledgePayments = $pledgeStatus = []; while ($dao->fetch()) { $checksumValue = CRM_Contact_BAO_Contact_Utils::generateChecksum($dao->contact_id); $pledgeDetails[$dao->payment_id] = [ 'scheduled_date' => $dao->scheduled_date, 'amount_due' => $dao->amount_due, 'amount' => $dao->amount, 'amount_paid' => $dao->amount_paid, 'create_date' => $dao->create_date, 'contact_id' => $dao->contact_id, 'pledge_id' => $dao->pledge_id, 'checksumValue' => $checksumValue, 'contribution_page_id' => $dao->contribution_page_id, 'reminder_count' => $dao->reminder_count, 'max_reminders' => $dao->max_reminders, 'reminder_date' => $dao->reminder_date, 'initial_reminder_day' => $dao->initial_reminder_day, 'additional_reminder_day' => $dao->additional_reminder_day, 'pledge_status' => $dao->pledge_status, 'payment_status' => $dao->payment_status, 'is_test' => $dao->is_test, 'currency' => $dao->currency, 'campaign_id' => $dao->campaign_id, ]; $contactIds[$dao->contact_id] = $dao->contact_id; $pledgeStatus[$dao->pledge_id] = $dao->pledge_status; if (CRM_Utils_Date::overdue(CRM_Utils_Date::customFormat($dao->scheduled_date, '%Y%m%d'), $now ) && $dao->payment_status != $allStatus['Overdue'] ) { $pledgePayments[$dao->pledge_id][$dao->payment_id] = $dao->payment_id; } } $allPledgeStatus = array_flip($allPledgeStatus); // process the updating script... foreach ($pledgePayments as $pledgeId => $paymentIds) { // 1. update the pledge /pledge payment status. returns new status when an update happens $returnMessages[] = "Checking if status update is needed for Pledge Id: {$pledgeId} (current status is {$allPledgeStatus[$pledgeStatus[$pledgeId]]})"; $newStatus = CRM_Pledge_BAO_PledgePayment::updatePledgePaymentStatus($pledgeId, $paymentIds, $allStatus['Overdue'], NULL, 0, FALSE, TRUE ); if ($newStatus != $pledgeStatus[$pledgeId]) { $returnMessages[] = "- status updated to: {$allPledgeStatus[$newStatus]}"; $updateCnt += 1; } } if ($sendReminders) { // retrieve domain tokens $tokens = [ 'domain' => ['name', 'phone', 'address', 'email'], 'contact' => CRM_Core_SelectValues::contactTokens(), ]; // retrieve contact tokens // this function does NOT return Deceased contacts since we don't want to send them email $contactDetails = civicrm_api3('Contact', 'get', [ 'is_deceased' => 0, 'id' => ['IN' => $contactIds], 'return' => ['id', 'display_name', 'email', 'do_not_email', 'email', 'on_hold'], ])['values']; // assign domain values to template $template = CRM_Core_Smarty::singleton(); // set receipt from $receiptFrom = CRM_Core_BAO_Domain::getNameAndEmail(FALSE, TRUE); $receiptFrom = reset($receiptFrom); foreach ($pledgeDetails as $paymentId => $details) { if (array_key_exists($details['contact_id'], $contactDetails)) { $contactId = $details['contact_id']; $pledgerName = $contactDetails[$contactId]['display_name']; } else { continue; } if (empty($details['reminder_date'])) { $nextReminderDate = new DateTime($details['scheduled_date']); $details['initial_reminder_day'] = empty($details['initial_reminder_day']) ? 0 : $details['initial_reminder_day']; $nextReminderDate->modify("-" . $details['initial_reminder_day'] . "day"); $nextReminderDate = $nextReminderDate->format("Ymd"); } else { $nextReminderDate = new DateTime($details['reminder_date']); $details['additional_reminder_day'] = empty($details['additional_reminder_day']) ? 0 : $details['additional_reminder_day']; $nextReminderDate->modify("+" . $details['additional_reminder_day'] . "day"); $nextReminderDate = $nextReminderDate->format("Ymd"); } if (($details['reminder_count'] < $details['max_reminders']) && ($nextReminderDate <= $now) ) { $toEmail = $doNotEmail = $onHold = NULL; if (!empty($contactDetails[$contactId]['email'])) { $toEmail = $contactDetails[$contactId]['email']; } if (!empty($contactDetails[$contactId]['do_not_email'])) { $doNotEmail = $contactDetails[$contactId]['do_not_email']; } if (!empty($contactDetails[$contactId]['on_hold'])) { $onHold = $contactDetails[$contactId]['on_hold']; } // 2. send acknowledgement mail if ($toEmail && !($doNotEmail || $onHold)) { // assign value to template $template->assign('amount_paid', $details['amount_paid'] ? $details['amount_paid'] : 0); $template->assign('next_payment', $details['scheduled_date']); $template->assign('amount_due', $details['amount_due']); $template->assign('checksumValue', $details['checksumValue']); $template->assign('contribution_page_id', $details['contribution_page_id']); $template->assign('pledge_id', $details['pledge_id']); $template->assign('scheduled_payment_date', $details['scheduled_date']); $template->assign('amount', $details['amount']); $template->assign('create_date', $details['create_date']); $template->assign('currency', $details['currency']); [ $mailSent, $subject, $message, $html, ] = CRM_Core_BAO_MessageTemplate::sendTemplate( [ 'groupName' => 'msg_tpl_workflow_pledge', 'valueName' => 'pledge_reminder', 'contactId' => $contactId, 'from' => $receiptFrom, 'toName' => $pledgerName, 'toEmail' => $toEmail, ] ); // 3. update pledge payment details if ($mailSent) { CRM_Pledge_BAO_PledgePayment::updateReminderDetails($paymentId); $activityType = 'Pledge Reminder'; $activityParams = [ 'subject' => $subject, 'source_contact_id' => $contactId, 'source_record_id' => $paymentId, 'assignee_contact_id' => $contactId, 'activity_type_id' => CRM_Core_PseudoConstant::getKey('CRM_Activity_BAO_Activity', 'activity_type_id', $activityType ), 'due_date_time' => CRM_Utils_Date::isoToMysql($details['scheduled_date']), 'is_test' => $details['is_test'], 'status_id' => 2, 'campaign_id' => $details['campaign_id'], ]; try { civicrm_api3('activity', 'create', $activityParams); } catch (CiviCRM_API3_Exception $e) { $returnMessages[] = "Failed creating Activity for Pledge Reminder: " . $e->getMessage(); return ['is_error' => 1, 'message' => $returnMessages]; } $returnMessages[] = "Payment reminder sent to: {$pledgerName} - {$toEmail}"; } } } } // end foreach on $pledgeDetails } // end if ( $sendReminders ) $returnMessages[] = "{$updateCnt} records updated."; return ['is_error' => 0, 'messages' => implode("\n\r", $returnMessages)]; } /** * Mark a pledge (and any outstanding payments) as cancelled. * * @param int $pledgeID */ public static function cancel($pledgeID) { $paymentIDs = self::findCancelablePayments($pledgeID); $status = CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'name'); $cancelled = array_search('Cancelled', $status); CRM_Pledge_BAO_PledgePayment::updatePledgePaymentStatus($pledgeID, $paymentIDs, NULL, $cancelled, 0, FALSE, TRUE ); } /** * Find payments which can be safely canceled. * * @param int $pledgeID * * @return array * Array of int (civicrm_pledge_payment.id) */ public static function findCancelablePayments($pledgeID) { $statuses = array_flip(CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'label')); $paymentDAO = new CRM_Pledge_DAO_PledgePayment(); $paymentDAO->pledge_id = $pledgeID; $paymentDAO->whereAdd(sprintf("status_id IN (%d,%d)", $statuses['Overdue'], $statuses['Pending'] )); $paymentDAO->find(); $paymentIDs = []; while ($paymentDAO->fetch()) { $paymentIDs[] = $paymentDAO->id; } return $paymentIDs; } /** * Is this pledge free from financial transactions (this is important to know * as we allow editing when no transactions have taken place - the editing * process currently involves deleting all pledge payments & contributions * & recreating so we want to block that if appropriate). * * @param int $pledgeID * @param int $pledgeStatusID * * @return bool * do financial transactions exist for this pledge? */ public static function pledgeHasFinancialTransactions($pledgeID, $pledgeStatusID) { if (empty($pledgeStatusID)) { // why would this happen? If we can see where it does then we can see if we should look it up. // but assuming from form code it CAN be empty. return TRUE; } if (self::isTransactedStatus($pledgeStatusID)) { return TRUE; } return civicrm_api3('pledge_payment', 'getcount', [ 'pledge_id' => $pledgeID, 'contribution_id' => ['IS NOT NULL' => TRUE], ]); } /** * Does this pledge / pledge payment status mean that a financial transaction * has taken place? * * @param int $statusID * Pledge status id. * * @return bool * is it a transactional status? */ protected static function isTransactedStatus($statusID) { if (!in_array($statusID, self::getNonTransactionalStatus())) { return TRUE; } return FALSE; } /** * Get array of non transactional statuses. * * @return array * non transactional status ids */ protected static function getNonTransactionalStatus() { $paymentStatus = CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'name'); return array_flip(array_intersect($paymentStatus, ['Overdue', 'Pending'])); } /** * Create array for recur record for pledge. * * @return array * params for recur record */ public static function buildRecurParams($params) { $recurParams = [ 'is_recur' => TRUE, 'auto_renew' => TRUE, 'frequency_unit' => $params['pledge_frequency_unit'], 'frequency_interval' => $params['pledge_frequency_interval'], 'installments' => $params['pledge_installments'], 'start_date' => $params['receive_date'], ]; return $recurParams; } /** * Get pledge start date. * * @return string * start date */ public static function getPledgeStartDate($date, $pledgeBlock) { $startDate = (array) json_decode($pledgeBlock['pledge_start_date']); foreach ($startDate as $field => $value) { if (!empty($date) && empty($pledgeBlock['is_pledge_start_date_editable'])) { return $date; } if (empty($date)) { $date = $value; } switch ($field) { case 'contribution_date': if (empty($date)) { $date = date('Ymd'); } break; case 'calendar_date': $date = date('Ymd', strtotime($date)); break; case 'calendar_month': $date = self::getPaymentDate($date); $date = date('Ymd', strtotime($date)); break; default: break; } } return $date; } /** * Get first payment date for pledge. * * @param int $day * * @return bool|string */ public static function getPaymentDate($day) { if ($day == 31) { // Find out if current month has 31 days, if not, set it to 30 (last day). $t = date('t'); if ($t != $day) { $day = $t; } } $current = date('d'); switch (TRUE) { case ($day == $current): $date = date('m/d/Y'); break; case ($day > $current): $date = date('m/d/Y', mktime(0, 0, 0, date('m'), $day, date('Y'))); break; case ($day < $current): $date = date('m/d/Y', mktime(0, 0, 0, date('m', strtotime("+1 month")), $day, date('Y'))); break; default: break; } return $date; } /** * Override buildOptions to hack out some statuses. * * @param string $fieldName * @param string $context * @param array $props * * @return array|bool * @todo instead of using & hacking the shared optionGroup * contribution_status use a separate one. * */ public static function buildOptions($fieldName, $context = NULL, $props = []) { $result = parent::buildOptions($fieldName, $context, $props); if ($fieldName == 'status_id') { $result = array_diff($result, ['Failed']); } return $result; } }