Releases: SalesforceFoundation/NPSP
Releases · SalesforceFoundation/NPSP
3.224
Changes
Gift Entry
- Users can now add Recurring Donations to a batch of Elevate gifts in Gift Entry.
- We improved batch processing so that the processing icon doesn't display longer than necessary.
- We fixed an issue with the Elevate field bundle not loading into Gift Entry in sandbox and scratch orgs that have Enhanced Domains enabled.
Refunds
- Currency GAU Allocations are now converted to percentages when you initiate a partial refund.
- NPSP now supports partial Refunds. Learn more in Refund Donation Payments.
Recurring Donations
- When entering Recurring Donations in Gift Entry, users can indicate that the first installment is paid on the Batch Gift Entry form.
New Metadata
Gift Entry
- Field: Enable_Gateway_Assignment__c
3.224 (Beta 5)
Changes
- We fixed an issue with the Elevate field bundle not loading properly in Gift Entry with sandbox and scratch orgs that have Enhanced Domains enabled. [PR7134] [PR7080]
- We've added a status of "Failing" to the Recurring Donation status picklist, so that users can track and act upon failing Recurring Donations. [PR7130] [PR7080]
- When entering Recurring Donations in Gift Entry, users can indicate that the first installment is paid on the Batch Gift Entry form. [PR7129] [PR7080]
- When an Elevate partial refund is processed, the parent opportunity amount updates to reflect the refund amount and all fixed-amount opportunity allocations are converted to percentages. [PR7122] [PR7080]
- Currency GAU Allocations are now converted to percentages when you initiate a partial refund. [PR7119] [PR7080]
- Users can now remove recurring and one-time gifts from Elevate batches so that Elevate batches and NPSP Data Import Batches are synced. [PR7109] [PR7080]
- We've added the ability to unpause a paused Elevate schedule. [PR7092] [PR7080]
- We've removed the Processing Batch spinner delay that was experienced by some customers when processing large batches. [PR7089] [PR7080]
- NPSP now supports partial Refunds. [PR7088] [PR7080]
- Users can now add Recurring Donations to an Elevate batch in Batch Gift Entry. [PR7087] [PR7080]
- We added field level security for the Status Reason (npsp__ClosedReason__c) field for the Admin and Standard profiles in the RD2 post config. This addition helps customers with orgs that predate v3.166 who decide to upgrade from RD1 to RD2, as the Summer 22 release of NPSP checks for a minimum of read access to this field when creating or editing a Recurring Donation via the RD2 Entry Form. [PR7083] [PR7080]
- We now support pausing Elevate commitments. [PR7078] [PR7080]
New Metadata
Custom Label [PR7129] [PR7080]
- geRD2FirstInstallmentPaid [PR7129] [PR7080]
Custom Label [PR7114] [PR7080] - RD2_ElevatePauseInstallmentDateErrorMessage [PR7114] [PR7080]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VNiAAM
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VNiAAM
Trialforce Template ID
TBD
Pull requests with no release notes
3.224 (Beta 4)
Changes
Gift Entry
- Users can now add Recurring Donations to a batch of Elevate gifts in Gift Entry.
- We improved batch processing so that the processing icon doesn't display longer than necessary.
- We fixed an issue with the Elevate field bundle not loading into Gift Entry in sandbox and scratch orgs that have Enhanced Domains enabled.
Refunds
- Currency GAU Allocations are now converted to percentages when you initiate a partial refund.
- NPSP now supports partial Refunds. Learn more in Refund Donation Payments.
##Recurring Donations - When entering Recurring Donations in Gift Entry, users can indicate that the first installment is paid on the Batch Gift Entry form.
New Metadata
Gift Entry
- Field: Enable_Gateway_Assignment__c
3.224 (Beta 3)
Changes
- We fixed an issue with the Elevate field bundle not loading properly in Gift Entry with sandbox and scratch orgs that have Enhanced Domains enabled. [PR7134] [PR7080]
- We've added a status of "Failing" to the Recurring Donation status picklist, so that users can track and act upon failing Recurring Donations. [PR7130] [PR7080]
- When entering Recurring Donations in Gift Entry, users can indicate that the first installment is paid on the Batch Gift Entry form. [PR7129] [PR7080]
- When an Elevate partial refund is processed, the parent opportunity amount updates to reflect the refund amount and all fixed-amount opportunity allocations are converted to percentages. [PR7122] [PR7080]
- Currency GAU Allocations are now converted to percentages when you initiate a partial refund. [PR7119] [PR7080]
- Users can now remove recurring and one-time gifts from Elevate batches so that Elevate batches and NPSP Data Import Batches are synced. [PR7109] [PR7080]
- We've added the ability to unpause a paused Elevate schedule. [PR7092] [PR7080]
- We've removed the Processing Batch spinner delay that was experienced by some customers when processing large batches. [PR7089] [PR7080]
- NPSP now supports partial Refunds. [PR7088] [PR7080]
- Users can now add Recurring Donations to an Elevate batch in Batch Gift Entry. [PR7087] [PR7080]
- We added field level security for the Status Reason (npsp__ClosedReason__c) field for the Admin and Standard profiles in the RD2 post config. This addition helps customers with orgs that predate v3.166 who decide to upgrade from RD1 to RD2, as the Summer 22 release of NPSP checks for a minimum of read access to this field when creating or editing a Recurring Donation via the RD2 Entry Form. [PR7083] [PR7080]
- We now support pausing Elevate commitments. [PR7078] [PR7080]
New Metadata
Custom Label [PR7129] [PR7080]
- geRD2FirstInstallmentPaid [PR7129] [PR7080]
Custom Label [PR7114] [PR7080] - RD2_ElevatePauseInstallmentDateErrorMessage [PR7114] [PR7080]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VKUAA2
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VKUAA2
Trialforce Template ID
TBD
Pull requests with no release notes
3.224 (Beta 2)
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VJRAA2
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d0000011VJRAA2
Trialforce Template ID
TBD
Pull requests with no release notes
3.224 (Beta 1)
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E12cAAC
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E12cAAC
Trialforce Template ID
TBD
Pull requests with no release notes
- Create Metecho trial org shape [PR7121]
3.223
Release of version 3.223
version_id: 04t5d000001E12DAAS
3.222
Critical Changes
- We've improved security of NPSP Settings by restricting access to Admins only.
Changes
Recurring Donations Enhancements
- We added Recurring Donations to Gift Entry. Let your users enter batches of Recurring Donations by granting them Read and Edit access to the Allow Recurring Donations field on the NPSP Data Import Batches object.
- We added the ability for donors to manage their Recurring Donations in the Experience Cloud Donor Portal. Learn more in Add Experience Cloud Components to your Donor Portal.
- We added new settings that enable filtering of the Recurring Donation Batch jobs, based on the number of days since the child Opportunities were modified.
- We updated Recurring Donations LWC and apex classes to show the processed payment data.
- We updated apex classes to stop the method to get Recurring Donation records and return an empty list if the RD2 feature is not enabled.
Additional NPSP Enhancements
- Users can now process full refunds in NPSP. For set up instructions, go to Set Up Refunds in the Configure Opportunity Payments article.
- We added a new Contact Duplicate Rules matching option for Batch Data Import that runs all active duplicate rules for the Contacts object that are managed in Setup | Duplicate Management.
Other NPSP Improvements
- NPSP now supports Brazilian Portuguese.
- We improved security around Contact Merge.
- We improved security around Customizable Rollups.
- We fixed an issue where encrypted fields blocked push upgrades to the NPSP Summer '22 release (NPSP 3.217).
- We now support Multiple Currencies in the Donation History and Giving Summary components for the Experience Cloud Donor Portal.
Features Intended for Future Release
- We added a couple fields to the Payments object to support a future partial refund feature.
New Metadata
Fields
- npe01__OppPayment__c.OriginalPayment__c
- npe01__OppPayment__c.DebitType__c
- npe03__Recurring_Donations_Settings__c.npsp__ExcludeClosedRecurringDonations__c
- npsp__DataImportBatch__c.npsp__Allow_Recurring_Donations__c
- npsp__Customizable_Rollup_Settings__c.npsp__LimitRecalculatedRecurringDonations__c
- npsp__Customizable_Rollup_Settings__c.npsp__RecurringDonationLastNDays__c
- npsp__Gift_Entry_Settings__c.npsp__Enable_Recurring_Donations_in_Gift_Entry__c
Lightning Web Components
- geRecurringGiftInfo
- geModalRecurringDonation
- rd2RecurringDonation
- refundPayment
- stopRecurringDonationModal
- utilInlineText
Apex Classes
- BDI_ContactService_TEST
- BDI_Donations_TEST3
- GE_SettingsService
- GiftBatchForQueueable_TEST
- GiftBatchForQueueable
- GiftsSelectorForProcessing_TEST
- GiftsSelectorForProcessing
- PMT_ValidationService_TEST
- PMT_ValidationService
- PMT_RefundService_TEST
- PMT_RefundService
- PMT_RefundController_TEST
- PMT_RefundController
- PaymentSelector_TEST
- PaymentSelector
- RD2_ERecurringDonationsSelector_TEST
- RD2_ERecurringDonationsSelector
- RD2_ETableController_TEST
- RD2_ETableController
- UTIL_DuplicateMgmt_TEST
- UTIL_DuplicateMgmt
Action
- Refund on Payments
Visualforce Component
- InsufficientPermissions
3.221 (Beta 6)
Critical Changes
- We've improved security of NPSP Settings by restricting access to Admins only. [PR6934]
Changes
Translated labels for current language set. [PR7068]
Recurring Donations Enhancements
- Updated Recurring Donations LWC and apex classes to show the processed payment data. [PR6934]
- Updated apex classes to stop the method to get Recurring Donation records and return an empty list if the RD2 feature is not enabled. [PR6934]
- We added new settings that enable filtering of the Recurring Donation Batch jobs, based on the number of days since the child Opportunities were modified. [PR6934]
- We added the ability for donors to manage their Recurring Donations in the Experience Cloud Donor Portal. Learn more in Add Experience Cloud Components to your Donor Portal. [PR6934]
- We added Recurring Donations to Gift Entry. Let your users enter batches of Recurring Donations by granting them Read and Edit access to the Allow Recurring Donations field on the NPSP Data Import Batches object. [PR6934]
Additional NPSP Enhancements
- Users can now process full refunds in NPSP. For set up instructions, go to Set Up Refunds in the Configure Opportunity Payments article. [PR6934]
- We've added a new Contact Duplicate Rules matching option for Batch Data Import that runs all active duplicate rules for the Contacts object that are managed in Setup | Duplicate Management. [PR6934]
Other NPSP Improvements
- We improved security around Contact Merge. [PR6934]
- Encrypted fields no longer block push upgrades to 238 (NPSP 3.217). [PR6934]
- We improved security around Customizable Rollups. [PR6934]
- The Donation History and Giving Summary components now support Multiple Currencies. [PR6934]
- NPSP now supports Brazilian Portuguese. [PR6934]
Features Intended for Future Release
- We added a couple fields to the Payments object to support a future partial refund feature. [PR6934]
New Metadata
Fields
Apex Classes
- RD2_ETableController [PR6934]
- RD2_ERecurringDonationsSelector [PR6934]
- RD2_ETableController_TEST [PR6934]
- RD2_ERecurringDonationsSelector_TEST [PR6934]
- rd2RecurringDonation [PR6934]
- stopRecurringDonationModal [PR6934]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E11AAAS
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E11AAAS
Trialforce Template ID
TBD
Pull requests with no release notes
3.221 (Beta 5)
Critical Changes
- We've improved security of NPSP Settings by restricting access to Admins only. [PR6934]
Changes
- We improved security around Contact Merge. [PR6934]
- Encrypted fields no longer block push upgrades to 238 (NPSP 3.217). [PR6934]
- We've added a new Contact Duplicate Rules matching option for Batch Data Import that runs all active duplicate rules for the Contacts object that are managed in Setup | Duplicate Management. [PR6934]
- We improved security around Customizable Rollups. [PR6934]
- Updated Recurring Donations LWC and apex classes to show the processed payment data. [PR6934]
- Updated apex classes to stop the method to get Recurring Donation records and return an empty list if the RD2 feature is not enabled. [PR6934]
- We added new settings that enable filtering of the Recurring Donation Batch jobs, based on the number of days since the child Opportunities were modified. [PR6934]
- Elevate users can trigger a refund in NPSP on an Elevate connected record and have that refund reflected in Elevate through the Elevate Refund API. [PR6934]
- Users can connect an existing donation to Elevate without causing a validation error. [PR6934]
- We added the ability for donors to manage their Recurring Donations in the Experience Cloud Donor Portal. [PR6934]
- The Donation History and Giving Summary components now support Multiple Currencies. [PR6934]
- We added Recurring Donations to Gift Entry. Let your users enter batches of Recurring Donations by granting them Read and Edit access to the Allow Recurring Donations field on the NPSP Data Import Batches object. [PR6934]
- Switching payment methods multiple times no longer causes the updated payment information not to be sent to Elevate. [PR6934]
- NPSP now supports Brazilian Portuguese. [PR6934]
Features Intended for Future Release
- We added a couple fields to the Payments object to support a future partial refund feature. [PR6934]
New Metadata
Fields
Apex Classes
- RD2_ETableController [PR6934]
- RD2_ERecurringDonationsSelector [PR6934]
- RD2_ETableController_TEST [PR6934]
- RD2_ERecurringDonationsSelector_TEST [PR6934]
- rd2RecurringDonation [PR6934]
- stopRecurringDonationModal [PR6934]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E115AAC
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E115AAC
Trialforce Template ID
TBD