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dev/core#219 Improve consistency displaying "Test Transactions" #12385

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merged 2 commits into from
Jul 24, 2018

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mattwire
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@mattwire mattwire commented Jul 1, 2018

Overview

Show test memberships for consistency with contributions/recurs. Add text to show if a contribution/recur/membership is a test when viewing details.
See: https://lab.civicrm.org/dev/core/issues/219

Before

Membership tab:
localhost_8000_civicrm_contact_view_reset 1 cid 203 2

Membership View (contribution and recur are similar):
localhost_8000_civicrm_contact_view_reset 1 cid 203 3

After

Membership tab:
localhost_8000_civicrm_contact_view_reset 1 cid 203 8

Membership View (contribution and recur are similar):
localhost_8000_civicrm_contact_view_reset 1 cid 203 6

Technical Details

  • Changes only impact UI.
  • The count on the tab is not affected (it does not include test memberships).

Comments

The lack of visible test memberships easily leads to confusion, especially given that the related contribution/recurring contributions are visible. I have been caught out by this a few times myself, thinking that the memberships were not created (they were, but you have to find them through advanced search and select test memberships.

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civibot bot commented Jul 1, 2018

(Standard links)

@mattwire
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mattwire commented Jul 1, 2018

@davejenx This has caught you out too in the past I think?

@davejenx
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davejenx commented Jul 2, 2018

Hi @mattwire,

Yes and I agree with your summary on the issue: there should be an indication when viewing a test membership/contribution; test memberships/contributions should be handled consistently in the UI. Your proposal here looks like a good solution to both.

@@ -68,6 +68,11 @@
</div>
</div>
<table class="crm-info-panel">
{if $is_test}
<div class="help">
<strong>{ts}This transaction was submitted using a TEST payment processor{/ts}</strong>
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It is not always true that every test transaction is submitted using Test payment processor, it can be pay later as well.


{if $is_test}
<div class="help">
<strong>{ts}This transaction was submitted using a TEST payment processor{/ts}</strong>
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It is not always true that every test transaction is submitted using Test payment processor, it can be pay later as well.

@pradpnayak
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@mattwire I did a round of QA on current state.

Test Case 1: Add test contribution through Online form.
view contribution

Test Case 2. Add Membership + contribution through online form.
membership
viewmembership

Test Case 3: Register Participant through online form.
event

Test Case 4. Add pledge through online form.
plegde

Test Case 5. Add pay later contribution through online form.
contribution_pp

Test Case 6. Add pay later Membership + contribution through online form.
memberhip_pp

Test Case 7. Add contribution recur through online form.
recurring tab
view-recurring contribution

Also the tab count for contribution v/s inner contribution tab differs and also for other entities( Agree to not include count for test contribution/membership etc). Is it feasible to have separate tab for test contribution?

contribution-tab

@eileenmcnaughton
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I agree in principle with showing these - but keen to hear more input into principle and also into specific UI implementation. @pradpnayak has done a nice review above

@agh1 @MegaphoneJon @Stoob @lcdservices @jusfreeman ping for any thoughts

@lcdservices
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I also agree in principle with the change, and have been caught (or had clients caught) looking for test memberships. I didn't test the PR yet but will try to carve out some time to do that.

@jusfreeman
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Thanks @eileenmcnaughton and @mattwire for your efforts to make CiviCRM easier to understand for end users.

I'd like to suggest that rather than have the message say "This transaction was submitted using a TEST payment processor" that it be simplified to be just "This is a TEST transaction. No actual payment received".

Using the words "TEST payment processor" assumes knowledge of what a payment processor is and many of our users are not familiar with that term, but are likely to see this message and be confused.

As @pradpnayak pointed out: "It is not always true that every test transaction is submitted using Test payment processor, it can be pay later as well."

@MegaphoneJon
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I agree with the UI change, and want to thank @mattwire and @pradpnayak in particular for their recent efforts toward ironing out some of the rough edges of Civi recently - though it seems like active participation in fixing up Civi is way up all around lately, which is great.

@mattwire
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mattwire commented Jul 5, 2018

I'd like to suggest that rather than have the message say "This transaction was submitted using a TEST payment processor" that it be simplified to be just "This is a TEST transaction. No actual payment received".

@jusfreeman @lcdservices @pradpnayak For the wording, how about simply:
This is a TEST transaction ?
I'd like to keep the message consistent between all entities (which I realise may not necessarily involve payment).

@eileenmcnaughton
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@mattwire I see 2 thumbs up on your latest wording suggestion which suggests to me it is accepted -if you change it & @pradpnayak confirms I will merge

…text to show if a contribution/recur/membership is a test when viewing details
@mattwire
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@pradpnayak I've updated the wording - could you confirm this is ok to merge now?

@pradpnayak
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@mattwire I did QA on current state of code. The change looks good now

Test Case: Add test contribution through Online form.
1

Test Case: Add test contribution + Membership through Online form.
2-1

2-2

However the tab count is not matching do we need to fix that or leave as it is?
tabcount

Note: Test participant and pledge are not displayed under respective tabs but their contribution does appear.

@eileenmcnaughton
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@mattwire @pradpnayak I think we should fix the tab count

@mattwire
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@MiyaNoctem Any idea how that secondary tab count is being calculated? It seems to be different from the main tab and is including test transactions (ref #11956)

@eileenmcnaughton
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@matt #12345

@eileenmcnaughton
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@mattwire do you github permissions allow you to assign & unassign tasks? I'm having trouble parsing the PRs in the queue to find the ones that make sense to put effort into. Perhaps if I could assign this to you & you can assign back to @pradpnayak for final sign off that would help as a workflow? But i'm not sure what part you can do

@mattwire
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mattwire commented Jul 23, 2018

@pradpnayak @eileenmcnaughton I've updated the tab count on the subtab to use the same method as the main tab count.

@mattwire do you github permissions allow you to assign & unassign tasks?

No, I can't reopen PRs and can't do assignments.

@pradpnayak
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pradpnayak commented Jul 23, 2018

@mattwire i will test this and will post my QA results by end of tomorrow. Thanks for the fix. :)

@pradpnayak
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pradpnayak commented Jul 24, 2018

Hi Matt,

I tested on current state, the count seems to match with the parent tab. However i found a separate issue https://lab.civicrm.org/dev/core/issues/277 will submit a PR for it

Here's my QA:
peek 2018-07-24 13-22

Good to merge 👍

@eileenmcnaughton eileenmcnaughton merged commit a047714 into civicrm:master Jul 24, 2018
@eileenmcnaughton
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I've merged this - Matt is also after feedback on related #12421

@mattwire mattwire deleted the test_transactions branch September 25, 2018 11:01
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8 participants