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dev/core#5578 Adding Recurring tokens to Contribution/Membership toke… #31579

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shaneonabike
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Overview

As it stands there a few Recurring Contribution tokens that are either excluded or not added as tokens for Scheduled Reminders. In our case, we have a client who would (in a scheduled reminder) like to let people know when their payment will go through, which I think is pretty cool. Then I was also thinking that letting them know if there are failed attempts is a pretty good token to have as well.

  • Next Scheduled Contribution Date
  • Failure Count (to check and display something if it's true)
  • Failure Retry Date

Example use-case

  1. Setup a Scheduled Reminder
  2. Set it for a Membership with a Auto-renewal
  3. Add the appropriate tokens to indicate when the transaction will occur

Current behaviour

None of these tokens are available

Modifications made

Exposed the Next Schedule Date, Failure Count, and Failure Retry Date for both Contributions and Memberships.

I realized later that the last two are fairly important as well considering setting up automated messages on failures is pretty helpful at times (and something potentially my client would like).

At some point, someone might request that we also expose Installments because I could see that being a useful bit of information to report to people if they signed up for that.

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@civibot civibot bot added the master label Dec 6, 2024
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civibot bot commented Dec 6, 2024

The issue associated with the Pull Request can be viewed at https://lab.civicrm.org/dev/core/-/issues/5578

@mattwire
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mattwire commented Dec 6, 2024

Hmm, I'm pretty sure you should be able to access recurring tokens automatically if the contribution/membership is linked to a recur. But I can't remember the syntax.

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mattwire commented Dec 6, 2024

Edit, at least for membership the relevant code is here: https://github.com/civicrm/civicrm-core/blob/master/CRM/Member/Tokens.php#L148

@shaneonabike
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@mattwire Take a look at the line just above

    $hiddenTokens = ['modified_date', 'create_date', 'trxn_id', 'invoice_id', 'is_test', 'payment_token_id', 'payment_processor_id', 'payment_instrument_id', 'cycle_day', 'installments', 'processor_id', 'next_sched_contribution_date', 'failure_count', 'failure_retry_date', 'auto_renew', 'is_email_receipt', 'contribution_status_id'];

It's indicating that it should crop those entries via hiddenTokens from being returned. My fix is to remove them from the hidden tokens thus allowing someone to select them as a token in the dropdown. Pretty simple fix with a nice impact.

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Ah, makes sense @shaneonabike . So there is some history here: #25563

I'm happy with this change but you need to fix tests to support the new tokens

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