Releases: SalesforceFoundation/NPSP
Releases · SalesforceFoundation/NPSP
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
Pull requests with no release notes
3.221 (Beta 4)
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]
- You can now enter batches of recurring donations in Gift Entry. Let your users enter batches of Recurring Donations by giving 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=04t5d000001E0zsAAC
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E0zsAAC
Trialforce Template ID
TBD
Pull requests with no release notes
3.221 (Beta 3)
Critical Changes
- We've improved security of NPSP Settings by restricting access to Admins only. [PR6934]
Changes
- We improved security around Contact Merge. [PR6934]
- Removed the Getting Started - Admin tab from the NPSP app because the Guidance Center now includes that information. [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]
- Gift Entry now supports Recurring Donations. Enter Recurring Donations using Batch Gift Entry. Learn more in [LINK TO DOCS] [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]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E0znAAC
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E0znAAC
Trialforce Template ID
TBD
Pull requests with no release notes
3.221 (Beta 2)
Critical Changes
- We've improved security of NPSP Settings by restricting access to Admins only. [PR6934]
Changes
- We improved security around Contact Merge. [PR6934]
- Removed the Getting Started - Admin tab from the NPSP app because the Guidance Center now includes that information. [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]
- Gift Entry now supports Recurring Donations. Enter Recurring Donations using Batch Gift Entry. Learn more in [LINK TO DOCS] [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]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E0ziAAC
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001E0ziAAC
Trialforce Template ID
TBD
Pull requests with no release notes
- W-11007593 - Fix unit test error if there are no active contact duplicate rules [PR7052]
3.221 (Beta 1)
Critical Changes
Improve the resizing of the columns [PR7046] [PR6934]
Changes
Fixed Final Donation logic. [PR7051] [PR6934]
Fixed Amount issue related to a bad merge conflict [PR7050] [PR6934]
Removed spinner text related to Elevate when updating the payment method of an Elevate RD and the payment is ACH. [PR7049] [PR6934]
- We improved security around Contact Merge. [PR7045] [PR6934]
- Removed the Getting Started - Admin tab from the NPSP app because the Guidance Center now includes that information. [PR7034] [PR6934]
- Encrypted fields no longer block push upgrades to 238 (NPSP 3.217). [PR7010] [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. [PR7004] [PR6934]
- We improved security around Customizable Rollups. [PR6976] [PR6934]
- Updated Recurring Donations LWC and apex classes to show the processed payment data [PR6973] [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. [PR6973] [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. [PR6971] [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. [PR6960] [PR6934]
- Users can connect an existing donation to Elevate without causing a validation error. [PR6958] [PR6934]
- We added the ability for donors to manage their Recurring Donations in the Experience Cloud Donor Portal. [PR6946] [PR6934]
- The Donation History and Giving Summary components now support Multiple Currencies. [PR6921] [PR6934]
- Gift Entry now supports Recurring Donations. Enter Recurring Donations using Batch Gift Entry. Learn more in [LINK TO DOCS] [PR6919] [PR6934]
Features Intended for Future Release
- We added a couple fields to the Payments object to support a future partial refund feature. [PR6972] [PR6934]
New Metadata
Fields
- npe01__OppPayment__c.OriginalPayment__c [PR6972] [PR6934]
- npe01__OppPayment__c.DebitType__c [PR6972] [PR6934]
Apex Classes
- RD2_ETableController [PR6966] [PR6934]
- RD2_ERecurringDonationsSelector [PR6966] [PR6934]
- RD2_ETableController_TEST [PR6966] [PR6934]
- RD2_ERecurringDonationsSelector_TEST [PR6966] [PR6934]
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB5mAAG
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB5mAAG
Trialforce Template ID
TBD
Pull requests with no release notes
- W-11007593 - Fix unit test error if there are no active contact duplicate rules [PR7052]
3.220
Issues Closed
- Known Issue: Users receive a "Unknown Error" when trying to create or edit a Recurring Donation
Installation Info
Push Schedule
Sandbox orgs: 2022-06-20
Production orgs: 2022-06-21
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB4yAAG
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB4yAAG
Trialforce Template ID
TBD
3.220 (Beta 1)
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB4KAAW
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001IB4KAAW
Trialforce Template ID
TBD