Set contribution eligibility based on financial type AND contact declaration
Current state
At present the extension solely relies on what financial types are configured to be eligible for Gift Aid to calculate and set the below on contribution records for online donations:
- Eligible for Gift Aid?
- Amount
- Gift Aid Amount
Proposed changes
We propose a change in the extension to set the contribution ‘Eligible for Gift Aid’ field to ‘Yes’/’No’ based on Financial type AND contact declaration
graph TD;
A[Contribution is added]-->B[Financial type eligible for Gift Aid]
B -- No -->C[Set contribution git aid eligibility to 'no', gift aid amount '0']
B -- Yes -->D[Check contact declaration]
D -- 'No' declaration -->C[Set contribution git aid eligibility to 'no', gift aid amount '0']
D -- 'Yes' declaration-->E[Set contribution git aid eligibility to 'yes', calculate gift aid amount]
Considerations
The current behaviour may be suitable for other organisations so an alternative option would be to enhance the extension by introduction configuration options to set the contribution ‘Eligible for Gift Aid’ field to ‘Yes’/’No’ based on:
- Financial type eligibility only
- Financial type AND contact declaration