Fundraising/Data and flow/Monthly convert
Overview
Monthly convert is a popup on payments wiki that asks the donor to start an additional recurring donation.
The first donation will go into civi as a one time donation. The donor will get a normal thank you email.
The monthly convert donation will send a new recurring donation to the recurring queue. This will be imported to civi as a new recurring donation with the start date one month in the future and the status as Pending. The donor will get a special monthly convert email.
Current Payment Methods (as of 2024-08-05)
| Payment Processor | Payment Method | Pre Payment Monthly Convert | Post Payment Monthly Convert |
|---|---|---|---|
| Adyen | Credit/Debit Cards | No | Yes |
| Adyen | Google Pay | No | Yes |
| Adyen | Apple Pay | No | Yes |
| Adyen | iDEAL | Yes | No |
| Adyen | ACH | No | Yes |
| Adyen | SEPA | Yes | No |
| Braintree | Venmo | Yes | No |
| Paypal | Paypal | Yes | No |
| dLocal | Credit/Debit Cards | No | Yes (not India) |
| dLocal | UPI India | No |
Current Countries (as of 2024-02-14)
| Country | Code | Added |
|---|---|---|
| Austria | AT | |
| Austraila | AU | |
| Belgium | BE | |
| Brazil | BR | 2024-02-14 |
| Canada | CA | |
| Chile | CL | 2024-02-14 |
| Colombia | CO | 2024-02-14 |
| Czechia | CZ | |
| Denmark | DK | |
| Spain | ES | |
| France | FR | |
| United Kingdom | GB | |
| Greece | GR | |
| Ireland | IE | |
| Israel | IL | |
| Italy | IT | |
| Japan | JP | |
| Luxembourg | LU | |
| Malaysia | MY | |
| Mexico | MX | 2024-02-14 |
| Netherlands | NL | |
| Norway | NO | |
| New Zealand | NZ | |
| Peru | PE | 2024-02-14 |
| Portugal | PT | |
| Sweden | SE | |
| United States | US | |
| Uruguay | UY | 2024-02-14 |
Strings
Current English monthly convert strings: https://gerrit.wikimedia.org/r/plugins/gitiles/mediawiki/extensions/DonationInterface/+/refs/heads/master/gateway_common/i18n/interface/en.json
And the descriptions for the strings: https://gerrit.wikimedia.org/r/plugins/gitiles/mediawiki/extensions/DonationInterface/+/refs/heads/master/gateway_common/i18n/interface/qqq.json
Enabling
Monthly convert is turned on by country by $wgDonationInterfaceMonthlyConvertCountries in LocalSettings.php
$wgDonationInterfaceMonthlyConvertCountries = [ 'US' ];
here is the ref link for our MC rules:https://meta.wikimedia.org/wiki/MediaWiki:FundraisingBanners/LocalizeData-2017.js
It is turned on by payment method in the Donation Interface adapter with getPaymentMethodsSupportingRecurringConversion
Deploying
This is deployed with the payments-wiki project
Testing
When testing locally, after you make the donation and click yes on the monthly convert the queues need to be consumed in this order:
donations -> contribution tracking -> recurring
To force monthly convert in the url you can add debugMonthlyConvert=true