Batch search form/results incorrect vis-a-vis status
The batch search form searches based on contribution status, but has a results column displaying transaction/payment status. This is confusing and undesirable.
Even when the search is specifically limited to contributions with completed status, some results may show pending status; this is confusing to the user. See https://www.screencast.com/t/XgNTPieRXz - the box is indicating two transaction records for the same dues payment.
Proposal:
- Expose a search filter field for civicrm_financial_trxn.status_id as well as contribution status.
- In Search Results, change the column title from Status to something more clear, like Financial Transaction Status or (slightly inaccurate but generally true and more understandable) Payment Status.
- In Search Results, add a column title Contribution Status that displays the civicrm_contribution.status_id field.
Discussion: This functionality has been around for a long time and not used much. Perhaps that because it has a confusing UX. The proposal would not break anything for existing users.
However, for many years there was a desire to get rid of Contribution Status, partly for reasons that @lcarter is raising here: a field on contribution record can't do the job of representing all of the statuses of multiple steps in multiple payments, for example, perhaps followed by refunds or cancellation or some failure attempts in the middle.