Givewp: Ability to Add Manual Transactions in the backend

[mathetos]

Several users have requested the ability to add manual transactions via the backend.

[DevinWalker]

I think this is Add-on territory

[mathetos]

No, I think it's pretty basic functionality, specifically for small orgs that get a lot of checks handed to them at the office or offering plate. WooCommerce, for example, allows you to create manual orders in the backend in their Core.

[DevinWalker]

@mathetos can you provide any examples of how this would function? I'm assuming this would be it's own menu item? Or would it be under Give > Settings?

[DevinWalker]

@mathetos I'm setting this on the 1.6 milestone - if you could expand upon the general idea how this would work when you have time that would be great!

[mathetos]

I think it would be just like adding a new post. From the user end, we basically add an "Add New Transaction" button next to the "Transactions" page title (just like it in with Pages and Posts), and that takes them to the Add New CPT page.

On the code side, I think we'd have to do this:

• Add 'show_ui' => true to the post type -- this enables the default ability to add new posts for that post type
• Hide the sidebar navigation menu item that shows up because of adding the show_ui argument
• Add all the relevant metaboxes to that new post type.

Things like the payment ID and Transaction ID should be generated automatically. Items like the Form and user should be drop-downs generated from the available forms and users, etc.

It's not "easy" to accomplish, but I think the functionality is really basic for e-commerce particularly for donations since many transactions would happen offline and forcing admins to add via Offline Donations isn't as intuitive or flexible.

[cklosowski]

@mathetos @DevinWalker Is this basically like adding the EDD Manual Payments extension into your Give core? If so, you might take some hints from https://github.com/easydigitaldownloads/edd-manual-purchases. It's what we've been using for quite a while on the EDD site.

[DevinWalker]

@cklosowski check that out! Cool!

[cklosowski]

:) It's an add-on for EDD, but might help you guys quickly get one integrated for Give wether you choose to go Add-On or Core enhancement.

[DevinWalker]

Personally, I think it should be an Add-on too... your price point is nice too for this type of functionality.

[mathetos]

The jury's still out on that. I think manual transactions for donations is much more common that for products, so there might be justification for Core still.

Thanks for having our back @cklosowski

[cklosowski]

@mathetos oh yeah I get that argument. I don't really have an opinion on your side wether it should be in core or an addon for the Give ecosystem...I just wanted to make sure you guy had starting point either way.

[DevinWalker]

Great, thanks for restarting the debate from October Chris! Jeez. Matt and I argue enough as it is! Jk jk :laughing:

[BurlesonBrad]

Use case would be ...infinite: Old blue haired lady gives cash for kid's mission trip. Aunt Bertha writes check for kid's mission trip. Uncle LeeRoy gives Aunt Theresa a check for surgery. _...on and on and on_

Unsolicited Opinion :stuck_out_tongue_winking_eye: : For support and continued development, make it a very low priced add on.

[DevinWalker]

Thanks @BurlesonBrad I agree, cheap Add-on. I was thinking $15 for single site sounds good. What do you think?

[BurlesonBrad]

the _support_ aspect shouldn't be much....

shipit

[DevinWalker]

Closing out since we're agreed this is Add-on territory