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MAE-360: Add batch column and filter to constituent and contribution detail reports #220

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197 changes: 197 additions & 0 deletions CRM/ManualDirectDebit/Hook/Alter/ContactDetailReport.php
Original file line number Diff line number Diff line change
@@ -0,0 +1,197 @@
<?php
use CRM_ManualDirectDebit_Batch_BatchHandler as BatchHandler;

/**
* Class CRM_ManualDirectDebit_Hook_Alter_ContactDetailReport.
*/
class CRM_ManualDirectDebit_Hook_Alter_ContactDetailReport {

/**
* Batches
*
* @var array
*/
private $_batches = [];

/**
* Handle the hook.
*
* @param string $varType
* @param CRM_Report_Form_Contact_Detail|array $var
* @param CRM_Report_Form_Contact_Detail $reportForm
*/
public function handle($varType, &$var, &$reportForm) {
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in this class and in CRM/ManualDirectDebit/Hook/Alter/ContributeDetailReport.php

can you change all the other methods to be private and just keep this as public

if (!$this->shouldHandle(get_class($reportForm))) {
return;
}

$methodName = 'update' . ucfirst($varType);
call_user_func_array([$this, $methodName], array(&$var));
}

/**
* Checks if the hook should be handled.
*
* @param class $reportFormClass
*
* @return bool
*/
private function shouldHandle($reportFormClass) {
if ($reportFormClass === CRM_Report_Form_Contact_Detail::class) {
return TRUE;
}
return FALSE;
}

/**
* Checks if the SQL should be updated.
*
* @param CRM_Report_Form_Contact_Detail $reportForm
*
* @return bool
*/
private function shouldUpdate($reportForm) {
$params = $reportForm->getVar('_params');
if ($this->checkField($params, 'dd_instruction_batch_id')
|| $this->checkFilter($params, 'dd_instruction_batch_id')
) {
return TRUE;
}
return FALSE;
}

/**
* Checks if field exists
*
* @param array $params
* @param string $field
*
* @return bool
*/
private function checkField($params, $field) {
if (isset(($params['fields'][$field]))) {
return TRUE;
}
return FALSE;
}

/**
* Checks if filter exists
*
* @param array $params
* @param string $filter
*
* @return bool
*/
private function checkFilter($params, $filter) {
$filterName = $filter . '_value';
$filterOpName = $filter . '_op';
if (isset($params[$filterOpName])
&& in_array($params[$filterOpName], ['nll', 'nnll'])
) {
return TRUE;
}
if (isset($params[$filterOpName])
&& in_array($params[$filterOpName], ['in', 'notin'])
&& !empty($params[$filterName])
) {
return TRUE;
}
return FALSE;
}

/**
* Update column list
*
* @param array $columns
*/
private function updateColumns(&$columns) {
$batches = $this->getBatches();
$columns['civicrm_value_dd_mandate']['fields']['dd_instruction_batch_id'] = [
'title' => ts('Instruction Batch'),
'dbAlias' => "instruction_batches.batch_id",
];

$columns['civicrm_value_dd_mandate']['filters']['dd_instruction_batch_id'] = [
'title' => ts('Instruction Batch'),
'dbAlias' => 'instruction_batches.batch_id',
'type' => CRM_Utils_Type::T_INT,
'operatorType' => CRM_Report_Form::OP_MULTISELECT,
'options' => $batches,
];
}

/**
* update the SQL Query
*
* @param CRM_Report_Form_Contact_Detail $reportForm
*/
private function updateSql(&$reportForm) {
if (!$this->shouldUpdate($reportForm)) {
return;
}

$from = $reportForm->getVar('_from');

// prevent double left join with civicrm_value_dd_mandate
if (strpos($from, 'civicrm_value_dd_mandate') === FALSE) {
$from .= "
LEFT JOIN civicrm_value_dd_mandate value_dd_mandate_civireport
ON (value_dd_mandate_civireport.entity_id = contact_civireport.id)
";
}

$from .= "
LEFT JOIN civicrm_entity_batch instruction_batches
ON (instruction_batches.entity_table = 'civicrm_value_dd_mandate'
AND instruction_batches.entity_id = value_dd_mandate_civireport.id)
";

$reportForm->setVar('_from', $from);
}

/**
* Update rows for display
*
* @param array $rows
*/
private function updateRows(&$rows) {
$batches = $this->getBatches();
foreach ($rows as $rowNum => $row) {
if (isset($rows[$rowNum]['civicrm_value_dd_mandate_dd_instruction_batch_id'])) {
$rows[$rowNum]['civicrm_value_dd_mandate_dd_instruction_batch_id'] = $batches[$row['civicrm_value_dd_mandate_dd_instruction_batch_id']] ?? NULL;
}
}
}

/**
* Get Batches
*
* @return array $batches
*/
private function getBatches() {
if (count($this->_batches)) {
return $this->_batches;
}

$condition = " AND (
v.name = '" . BatchHandler::BATCH_TYPE_INSTRUCTIONS . "'
OR v.name = '" . BatchHandler::BATCH_TYPE_PAYMENTS . "'
OR v.name = '" . BatchHandler::BATCH_TYPE_CANCELLATIONS . "'
)";
$batchTypeIds = CRM_Core_OptionGroup::values('batch_type', FALSE, FALSE, FALSE, $condition, 'value');

$params = [
'type_id' => ['IN' => $batchTypeIds],
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civicrm API will retreuve only 25 records by default, so you need to pass this :

$params = [
'type_id' => ['IN' => $batchTypeIds],
'options' => ['limit' => 0],
..etc
]

to remove this restriction

'options' => ['limit' => 0],
'return' => ['id', 'title'],
];
$result = civicrm_api3('Batch', 'get', $params);

foreach ($result['values'] as $batch) {
$this->_batches[$batch['id']] = $batch['title'];
}
return $this->_batches;
}

}
160 changes: 160 additions & 0 deletions CRM/ManualDirectDebit/Hook/Alter/ContributeDetailReport.php
Original file line number Diff line number Diff line change
@@ -0,0 +1,160 @@
<?php
use CRM_ManualDirectDebit_Batch_BatchHandler as BatchHandler;

/**
* Class CRM_ManualDirectDebit_Hook_Alter_ContributeDetailReport.
*/
class CRM_ManualDirectDebit_Hook_Alter_ContributeDetailReport {

/**
* Batches
*
* @var array
*/
private $_batches = [];

/**
* Handle the hook.
*
* @param string $varType
* @param CRM_Report_Form_Contribute_Detail|array $var
* @param CRM_Report_Form_Contribute_Detail $reportForm
*/
public function handle($varType, &$var, &$reportForm) {
if (!$this->shouldHandle(get_class($reportForm))) {
return;
}

$methodName = 'update' . ucfirst($varType);
call_user_func_array([$this, $methodName], array(&$var));

// @note Bug1: Updating columns and sql will not work the same way like in ContactDetailReport.php
// because the changes that have done by sql hook will be lost in
// https://github.com/civicrm/civicrm-core/blob/3662d5a75d79d6c259b632df748b1beb66db6faf/CRM/Report/Form/Contribute/Detail.php#L956

// @note Bug2: The sql query wil not work if the user used this column or filter
// so the column will not be availbe in the form and in the POST request
if ($varType === 'columns') {
// we have to use the request because reportForm->_params variable is null
$fields = CRM_Utils_Request::retrieveValue('fields', 'String', []);
if (isset($fields['dd_payment_batch_id'])) {
unset($var['civicrm_value_dd_information']['fields']['dd_payment_batch_id']);
}
}
}

/**
* Checks if the hook should be handled.
*
* @param class $reportFormClass
*
* @return bool
*/
private function shouldHandle($reportFormClass) {
if ($reportFormClass === CRM_Report_Form_Contribute_Detail::class) {
return TRUE;
}
return FALSE;
}

/**
* Checks if the SQL should be updated.
*
* @param CRM_Report_Form_Contribute_Detail $reportForm
*
* @return bool
*/
private function shouldUpdate($reportForm) {
// @note related to Bug2
$fields = CRM_Utils_Request::retrieveValue('fields', 'String', []);
if (isset($fields['dd_payment_batch_id'])) {
return TRUE;
}

return FALSE;
}

/**
* Update column list
*
* @param array $columns
*/
private function updateColumns(&$columns) {
$batches = $this->getBatches();

$columns['civicrm_value_dd_information']['fields']['dd_payment_batch_id'] = [
'title' => ts('Payment Batch'),
'dbAlias' => "payment_batches.batch_id",
];
}

/**
* update the SQL Query
*
* @param CRM_Report_Form_Contact_Detail $reportForm
*/
private function updateSql(&$reportForm) {
if (!$this->shouldUpdate($reportForm)) {
return;
}

// @note related to Bug2
$reportForm->_columnHeaders['civicrm_value_dd_information_dd_payment_batch_id'] = array(
'title' => ts('Payment Batch'),
);

$reportForm->_select .= ' , GROUP_CONCAT(DISTINCT payment_batches.batch_id) as civicrm_value_dd_information_dd_payment_batch_id ';
$from = $reportForm->getVar('_from');
$from .= "
LEFT JOIN civicrm_entity_batch payment_batches
ON (payment_batches.entity_table = 'civicrm_contribution'
AND payment_batches.entity_id = contribution_civireport.id)
";
$reportForm->setVar('_from', $from);
}

/**
* Update rows for display
*
* @param array $rows
*/
private function updateRows(&$rows) {
$batches = $this->getBatches();
foreach ($rows as $rowNum => $row) {
if (isset($rows[$rowNum]['civicrm_value_dd_information_dd_payment_batch_id'])) {
$rows[$rowNum]['civicrm_value_dd_information_dd_payment_batch_id'] = $batches[$row['civicrm_value_dd_information_dd_payment_batch_id']] ?? NULL;
}
}
}

/**
* Get Batches
*
* @return array $batches
*/
private function getBatches() {
if (count($this->_batches)) {
return $this->_batches;
}

$condition = " AND (
v.name = '" . BatchHandler::BATCH_TYPE_INSTRUCTIONS . "'
OR v.name = '" . BatchHandler::BATCH_TYPE_PAYMENTS . "'
OR v.name = '" . BatchHandler::BATCH_TYPE_CANCELLATIONS . "'
)";
$batchTypeIds = CRM_Core_OptionGroup::values('batch_type', FALSE, FALSE, FALSE, $condition, 'value');

$params = [
'type_id' => ['IN' => $batchTypeIds],
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same here about 'options' => ['limit' => 0],

'options' => ['limit' => 0],
'return' => ['id', 'title'],
];
$result = civicrm_api3('Batch', 'get', $params);

foreach ($result['values'] as $batch) {
$this->_batches[$batch['id']] = $batch['title'];
}
return $this->_batches;
}

}
9 changes: 3 additions & 6 deletions CRM/ManualDirectDebit/Hook/QueryObjects/Contribution.php
Original file line number Diff line number Diff line change
Expand Up @@ -25,12 +25,9 @@ public function from($fieldName, $mode, $side) {
$from = '';
if ($fieldName == 'contribution_batch') {
$from = "
$side JOIN (
SELECT civicrm_entity_batch.entity_id, civicrm_entity_batch.batch_id
FROM civicrm_entity_batch, civicrm_batch
WHERE civicrm_entity_batch.entity_table = 'civicrm_contribution'
AND civicrm_entity_batch.batch_id = civicrm_batch.id
) payment_batches ON payment_batches.entity_id = civicrm_contribution.id
$side JOIN civicrm_entity_batch payment_batches
ON (payment_batches.entity_table = 'civicrm_contribution'
AND payment_batches.entity_id = civicrm_contribution.id)
";
}

Expand Down
10 changes: 9 additions & 1 deletion CRM/ManualDirectDebit/Queue/Task/BatchSubmission/Completion.php
Original file line number Diff line number Diff line change
Expand Up @@ -6,11 +6,19 @@ public static function run(CRM_Queue_TaskContext $ctx, $batchId) {
$session = CRM_Core_Session::singleton();
$loggedInUserId = $session->get('userID');

$sqlQuery = 'SELECT COUNT(*) AS item_count
FROM civicrm_entity_batch
WHERE civicrm_entity_batch.batch_id = %1;';
$itemCount = CRM_Core_DAO::singleValueQuery($sqlQuery, [
1 => [$batchId, 'Integer'],
]);

civicrm_api3('Batch', 'create', [
'id' => $batchId,
'status_id' => 'Submitted',
'modified_date' => date('YmdHis'),
'modified_id' => $loggedInUserId
'modified_id' => $loggedInUserId,
'item_count' => $itemCount,
]);

$ctx->log->info('Changing batch with Id : ' . $batchId . ' to Submitted');
Expand Down
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