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1.20 released October 12, 2013.
please report all bugs/requests through the Resourcez Bugger system.
1.20 changes: October 12, 2013
fix for incorrect function in prizes draw
fix for deprecated ereg_replace() for PHP5

1.19 changes: July 21, 2013
final adjustments for PayPal IPN changes - works with cURL and fsockopen.

1.18 changes: October 29, 2012
updated PayPal IPN to ensure their proposed changes for 1st February 2013 do not have any impact now.
unrelated to that, fsockopen() now uses SSL, mainly because I was having issues with their sandbox.

1.17 changes: June 6, 2012
allow for suspension of donations.

1.13 changes: April 22, 2011
fix for the word Monthly appearing instead of Campaign for event blocks.
fix for the phrase Campaign Donations was wrapping despite appearing to have sufficient space.

1.12 changes: February 23, 2011
reversed change in v1.11.

1.11 changes: November 13, 2010
remove dependence on paypal receiver email for totals.

1.10 changes: November 4, 2010
provision for SMF2 RC4.

1.09 changes: September 15, 2010
provision for supporters flash block files.
allow for offsetting month end date in block and SSI block.
provision for PayPal email specifically for the sandbox.

1.08 changes: April 21, 2010
provision for shifting month end date X days after normal calendar end.
provision for a custom variable where donors can enter an ID value.
adjustment to SMF2 installer for change in Profile.php for RC3 release.
bug fix for due month displayed on events.
bug fix for SMF2 - donation edit not functioning correctly.
bug fix for SMF1 - PayPal return link to profile.

1.07 changes: February 25, 2010
bug fix for month displayed - issue occurs when people use negative time offsets.
bug fix for deleting items - removed conflict with id variable.
bug fix for SMF2 - primary groups not removed after expiry.
bug fix for SMF2 - SSI block had undefined variable when using scaling.

1.06 changes: December 2, 2009
bug fix for locale setting.
some extra language settings defined.
aesthetic adjustments for SMF2 RC2 theme changes.
note: SMF have finally added the installer fix to RC2.
fix for some servers when deleting items.

1.04 changes: June 25, 2009
bugfix for table prefix in donationsUpdate() function for SMF 1.1.x.

1.03 changes: June 11, 2009
Registry info can be viewed by setting individual member group permissions.
added option in Main Config to limit the "Other" amount for donations.
added option in Main Config to limit user donations in a period.
Scaling Donations - option to use a specified annual goal, with periodic targets being progressively re-calculated after deducting progressive donations from that annual goal - can still show progress Monthly, Quarterly, etc.

1.02 changes: April 9, 2009
clarified the note in admin donations tab for recurring status.
donation edit/add allows for recurring flag.
donation edit/add checks and adjusts group membership (if duration limited).
bugfix and aesthetics for Prizes in blocks.
Wall avatars are now framed and text color changed.
bugfix for the Wall to account for donors that are no longer members.
added option to display donor totals on the Wall.
provision for profile changes in SMF2 RC1, but still supports SMF2 Beta 4.
rationalize templates - same templates for SMF1 and 2.
bugfix for donor group subscription system.
bugfix for sql query when donations manually added.
bugfix for missing decimals in profile display.
moved admin config help icons to the left side.
dropdowns provided for admin donations add/edit - show, status and currency fields.
provision to edit/add the PayPal subscription ID in donations.
bbcode support for various title and description fields.
transition to commercial license now complete.

1.01 changes: January 15, 2009
bugfix for log view in admin menu bar.
IPN return now checks for member or real name when determining user id.
Wall of Fame added - optional with adjustable title and numbers per page.

1.00 changes: January 14, 2009
SMF 1.1.x and 2.x series merged into one package.
ability to operate multiple donation "blocks/SSI" completed.
option to reward supporters with prize draws completed - duration and/or event based.
recurring donations - optional - aligned with the donation duration chosen in admin - users can still specify some "Other" amount.
donation block still available but code now added to SSI.php so that an SSI function can be used anywhere.
donor group will be the primary group if empty, otherwise added to additional groups.
donors in Totals area now linked to their profile summaries.
auto updates when echecks clear is now finally fixed.
treasury admin moved from the "Members" to the "Configuration" section.
goal and the above/below value is now concealed if the goal is zero.
extra uninstall tips added to ReadMe/Un-Install process.
bug fix for pagination in registry.
bug fix for dates in registry manual entry.
icon added for SMF2 admin menu.
removed the ability to seek donor\'s address details.
SMF2 database installer adjusted to allow for irregularities in some host MySQL setups.
Mexican peso added to currencies.
DonationBlock now installed with the package (note: in Sources directory).
DonationBlock added for SMF 2.x portals that support php blocks.
english-utf8 language files added to bypass aberrations for some installations e.g. Fantastico.
modification to ManagePermissions.php changed to avoid SMF2 issues caused by SimplePortal.

2.12 released July 21, 2013 (SMF 2 only)
please report all bugs through the Resourcez Bugger system.
2.12 changes: July21, 2013
final adjustments for PayPal IPN changes - works with cURL and fsockopen.

2.11 changes: December 2, 2012
update release for PayPal IPN changes.

2.10 changes: June 12, 2011
provision for SMF 2.0 release.

2.07 changes: March 19, 2010
provision for IPN instant pending/completed payments.

2.06 changes: March 16, 2010
bug fix for event id not being updated.
added NIS currency - note that PayPal protocol requires it be referred to as ILS.

2.05 changes: March 9, 2010
adjustment to installer for change in Profile.php for RC3 release.
this version now exclusive to SMF2 RC3 - will not accept older SMF2 versions.

2.04 changes: February 22, 2010
fix for month displayed - issue occurs when people use negative time offsets.
fix for deleting items - removed conflict with id variable.

2.02 changes: November 21, 2009
bug fix for query in ipntreas.php.

2.01 changes: November 17, 2009
bug fix for apostrophes where real name is used.
bug fix for "ORDER BY null" error - had "ORDER by" in query.
the admin Totals summary now reflects the total for the screen/real name based on the userid rather than real name which can be varied.

Note: SMF2 separate version - reverting to 2.01
2.36 changes: July 6, 2009
bug fix for locale setting.
some extra language settings defined.

2.35 changes: May 21, 2009
bug fix for omitted $settings global in DonationBlock for SMF 1.1.x.

2.34 changes: January 28, 2009
bug fix for parse error in TreasuryAdmin.

2.33 changes: January 27, 2009
bug fix for omitted $settings global in DonationBlock for SMF 2.x.
bug fix for events admin where quotes are used in title or description.
rationalized templates - same templates for SMF 1 and 2.
provision for profile changes in SMF2 RC1, but still supports SMF2 Beta 4.

2.32 changes: January 2, 2009
DonationBlock now installed with the package (note: in Sources directory).
DonationBlock added for SMF 2.x portals that support php blocks.
english-utf8 language files added to bypass aberrations for some installations e.g. Fantastico.
modification to ManagePermissions.php changed to avoid SMF2 issues caused by SimplePortal.

2.31 changes: October 9, 2008
bug fix for pagination in registry.
bug fix for dates in registry manual entry.
icon added for SMF2 admin menu.
removed the ability to seek donor\'s address details.
SMF2 database installer adjusted to allow for irregularities in some host MySQL setups.

2.30 changes: September 10, 2008
SMF 2.x version upgraded equivalent to SMF 1.1.x version.
SMF 1.1.x and 2.x series merged into one package.

2.12 changes: September 8, 2008
small change to donormeter to cater for quirky themes where < 15%.
auto updates when echecks clear is now finally fixed.
Treasury admin re-located to the SMF admin "Configuration" panel.
the word "Donations" now appears in your main page menu bar.

2.11 changes: May 13, 2008
admin option for the default language of users at PayPal, plus user choice on main page.
bug fix for addition to groups Bugger #16.

2.10 changes: May 5, 2008
package info set for all 1.1.x versions since there is no development path.
bug fixed for display of Quarterly goals - Bugger #12.
cURL now an optional selection in PayPal Config section.
option to add Anonymous donors to groups.
main config panel restructured to optimize space.
bug fixed with currency symbol in admin registry.
bug in TP donation block fixed for display of donation button Bugger #9.

2.09 changes: March 18, 2008
version update info now provided.
cURL implemented - IPN will now work for those whose hosts disable fsockopen() but have cURL supported.
default admin page is now the ReadMe.
updated admin Totals to accomodate event summaries.
updated PayPal Setup info to warn that accepting multi-currencies will require manual editing of donations.
rationalized the main page code which reduced some overhead.
fix to stop pending payment inclusion in admin Totals.
fix to stop Donor Group additions while payment pending.
allowing donors to specify some "other" donation value is now optional.
limiting a donation choice to only one value means you can run an event, competition or raffle with a set entry fee.

2.08 changes: February 27, 2008
event based donations which will provide a donations campaign instead of the current time-based system.
option to provide full transparency of donations/expenses.
option to suppress the main page top button which directs down to the actual submit button area.
subtle changes to admin backgrounds which may assist those with poorly balanced themes (still only uses standard SMF classes).
small bug fix for registry reconcile Bugger #8.
any date range can now be selected in the admin Totals section.
2.07 changes: February 21, 2008
fix for erroneous settle amounts, and the installer will adjust any older data.
fix to allow for use of realName instead of memberName.
resolved multiple loading of language files.
enhancement to the donor totals area - you can now total between any two dates you choose.
cleared echecks should now auto update the database IF PayPal sends IPN data for cleared echecks, so not confirmed.
membergroup subscriptions - not to be confused with PayPal subscriptions. Auto assignment to a special Supporters group of your choice was introduced previously - now you can choose to allow that membership only for your donation duration i.e. monthly, quarterly, etc. after which their group membership will automatically expire.

2.06 changes: February 04, 2008
back-ported from the SMF Beta version 2.22
its awkward config database has been re-built.
several extra display options added.
enhanced pagination and sorting.
donation totals can be viewed over sortable, selectable time periods.
all dates converted to unixtime.
admin can use selectable US or UK time formats.
eliminated the pita javascript.
help pop-ups for all admin options.
eliminated (I hope) all hard-coded language.
option to auto-assign donors to a specified "additional" group.
isolated the config options specifically relating to the TinyPortal block.
eliminated use of URLs for essential file links.
all unique Treasury files now get assigned to existing SMF directories.
added indexes to the config tables.
donation periods can be month, quarter, half or year.
paypal fees can be ignored i.e. show gross donations only.

02 Jan 2009 - Treasury v2.32 Released

  • DonationBlock now installed with the package (note: in Sources directory).
  • DonationBlock added for SMF 2.x portals that support php blocks.
  • english-utf8 language files added to bypass aberrations for some installations e.g. Fantastico.
  • modification to ManagePermissions.php changed to avoid SMF2 issues caused by SimplePortal.

02 Jan 2009 - DonationsPro Guide

loadLanguage('DonationsPro'); global $scripturl, $boardurl, $settings, $txt; echo '

Treasury Module Setup
  1. Since you are here, I presume you have installed successfully, and followed the instructions provided in the package notes.

  2. There are help tips for admin options that describe their use.
    Just click the ', $txt[119], ' icon for a pop-up to see the descriptions.

  3. In the PayPal Config tab, ensure you enter your own PayPal email ID (and your PayPal primary currency) - it simply will not work with the default email ID from install.

  4. If you know how to use the PayPal "sandbox", you can test all you like after setting up a (free) developer account with PayPal. The sandbox was used to debug this module.
    If not, get a friend to make some test donations, unless you have a second PayPal account to use. You can refund these through your PayPal account, without any fees or penalties.

  5. Check the admin options for setting up the Module appearance (and Block for TP users).

  6. You must setup your viewing and admin permissions for each Membergroup.

  7. Should you wish to change the name that appears in your menu bar from "Donations", you can edit the value for $txt[\'treasury_menu\'] in,
    "Themes/default/languages/Modifications.english.php".
    Note: you will need to reverse that change before un-install, or you will encounter an error.

  8. Other DonationsPro language defines can be found in,
    "Themes/default/languages/DonationsPro.english.php".
    You don\'t need to reverse these changes before un-install as the whole file is removed.

  9. Portal users with SMF 1.1.x and SMF 2.x can setup the Donations Block by following these instructions.

  10. '; echo '

PayPal Account Setup

If you choose to ignore this advice, ask PayPal - they get paid to answer your questions.
I don\'t mean to be rude, but the info is provided for a good reason - so you can help yourself.

If you have problems and do not have full access to the PayPal account profile, do not contact us.
It is impossible to problem solve when you cannot directly verify account settings or changes.

I leave your selection of a PayPal account entirely up to you - I will not provide advice on this issue.
After a previous unpleasant experience, I will not leave myself open to absurd threats of legal action.
  1. Treasury requires IPN settings in your PayPal account "Profile":
    • Set \'IPN\' to \'On\' in "Instant Payment Notification Preferences".
    • This will also require a URL to be entered - anything will do, but not blank.

    The URL you set here is NOT important as DonationsPro operates from its own Notify and Return URLs which ignore, and are independent of, your PayPal settings.
    Why? If you already have an IPN setting activated for some other program, it will continue to function for that program.
    Example? If you have already set your IPN URL so that you can use, say, Paid Subscriptions, then you can leave the URL on PayPal as it is, and still use DonationsPro.

  2. You should also modify "Payment Receiving Preferences" in your "Profile" area:
    • Check your option for "Block payments sent to me in a currency I do not hold:".
    • You should set this to the second option "No, accept them and convert them...".

    Failure to do this means you will have to manually confirm each payment within your PayPal account and the donation will NOT show on your site.

  3. DonationsPro settings in "Website Payment Preferences" - you need to set:
    • Set/Leave \'Auto Return\' to \'On\', repeat \'On\' in "Website Payment Preferences".
    • Set/Leave \'Payment Data Transfer\' to \'Off\' in "Website Payment Preferences".
    If you need to have PDT \'On\' for some other reason, you may have to manually add donation data.

  4. Settings in "Currency Balances" - these should not need changes:
    The PayPal default is fine - a primary currency which is Open and all other currencies Closed.
    If you do not have special reasons for operating with multiple open currencies, DO NOT fiddle!
    If you do have special reasons, you will not receive exchange rate and settle amounts from PayPal for non-primary currencies which you have Open.
    You WILL have to manually edit all DonationsPro transactions for currencies you receive that are not your Primary Currency!


Operational Notes
  1. The Registry tab allows you to manage your site\'s receipts & expenses with basic entries to record them. You can also total your most recent user contributions as a single entry in the register by Reconciling your paypal receipts. Should you wish to provide full disclosure to your donors, you can elect to display a summary of your Income & Expenses to them.

  2. The Block is provided as an SSI function for Portal installations where you can have a side-block or for SMF users who wish to locate the block elsewhere within their site. It allows you to display your current donation goal and what funds have been received towards that goal. Display of Goals and/or Donormeter is selectable. It also lists the users who have contributed in the current period or event.
    The DonationsPro main page already provides all of this information.

  3. Your monthly goals are displayed on the DonationsPro page.

  4. The bar below the goal summary (near the bottom of the block for SSI users) is the percent achievement of your monthly goal, and will change color with status.

  5. Users can view their personal donation summary through their Profile.
    (viewable only by the user or admin)

  6. DonationsPro accepts pending payments, like eCheck, and stores the info in the database, with status of \'Pending\'. When the eCheck clears, it should now receive the PayPal IPN info and automatically update your database - otherwise, you can change status to \'Completed\' in Donations and the donation will appear in your goals and donor list - you will need to add data for the fee, settle amount and exchange rate.

  7. DonationsPro will also account for any refunds that you process - they will automatically cancel out the original donation and a record will be saved in the Transaction Log. The donor\'s profile will show the original donation as well as the refund.

  8. You can verify that your site will respond to PayPal by clicking the ipntest link.
    • This will also place an entry in your transaction log.

  9. Got an Internal Server Error 500 when PayPal returns to your site?
    Check file permissions for http://$boardurl/ipntreas.php are 644 or 755 (CHMOD to 644 if they are 777 or 666).

  10. If you are having problems with transactions not appearing, check the Transaction Log for any clues to problems.
    • if they pay by echeck (3 days to clear) the log will contain "pending_reason => echeck".

  11. Whenever IPN data is not stored in your database, you will have to manually enter the data from your PayPal Email in the bottom row of the Donations tab.

  12. Treasury collates information on the basis of paypal transactions for your email address.
    • this means that the "business" field for a transaction is expected to match the "receiver email" address you specified in your PayPal Config tab.
    • if the two don\'t match up, the donation will be ignored in summaries, so you need to edit the "business" field in your database \'treas_donations\' table.

  13. Time based donations - DonationsPro will collate donations for varying time periods, depending on the option you choose - monthly, quarterly, half yearly and yearly. At the end of whichever period you choose, it will automatically move onto the next period.

  14. Event based donations - this is an alternative to the existing time-based donation system.
    Choosing an event overrides time-based - it does not support both simultaneously.
    It will only operate for one event Campaign at a time, and you must decide when to end any given campaign.

  15. Supporters group - donors can be automatically assigned to a special group of your choice - if donors are not already a member of a "Primary" group, then that is where it will be assigned, resulting in the appropriate rank/badge/stars being displayed in forum posts.
    Otherwise they will be assigned to an "Additonal" group.

  16. Membergroup subscriptions - not to be confused with PayPal subscriptions. You can choose to allow that Supporters group membership only for your donation duration i.e. monthly, quarterly, etc. after which their group membership will automatically expire and they will be removed from the group.

    Each subsequent donation by a given donor will simply extend the expiry date by the duration for which the donation was made.
    e.g. your duration is Monthly, a donation on 15th Feb will expire on 15th March.
    Same donor contributes again on 27th Feb, so the expiry is extended to 27th March.

  17. Recurring donations - there is an option at the bottom of Main Config to allow recurring donations. When activated, a checkbox option will be displayed on the Treasury main page and users can choose to automatically donate for the duration you have selected in Main Config (month, quarter, half and year). This provides you with a defacto subscriptions system when you use the Supporters group on a limited duration basis.
    Note: your admin donations list will initially show 2 records, 1 for the actual payment and 1 to acknowledge the subscription "Signup" - this record takes no part in calculations but the "Signup" status will later change to "Cancelled" should your donor cancel the recurring donation. All recurring records are marked as "R".

  18. Recurring cancellations - when this occurs, DonationsPro will update the "Signup" record but the original payment (and group membership) will be maintained until the end of that original payment duration. Cancellation does not require a refund or reversal - it simply means the donor does not wish to continue the recurring payment beyond the current duration.

  19. Prizes - you can choose to allocate "x" prize(s) for each event or duration, with donors receiving tickets on the basis of 1 ticket per 1 unit of donation currency.
    In a draw, any given donor can only receive one of the prize(s).
    A forum topic will be auto generated with prize info (for transparency) and all data and results are stored in a database prizes table, viewable in the admin Prizes tab.


Un-Install Notes
  1. Points 3, 4 & 5 apply to most mods, not just Treasury.

  2. You must first reverse any manual changes you made to Modifications.english.php.

  3. You must run Uninstall before upgrading so that all existing Treasury changes and files can be removed.
    Note: for theme changes, Uninstall will only modify the default theme.
    Any manual changes you made to other themes you must manually reverse yourself.

  4. To avoid any warnings below, it is recommended that you first uninstall mods added after Treasury, and uninstall them in the REVERSE ORDER that you installed them.
    index.php?action=packages;sa=installed shows the order in which you installed.

  5. If you do have warnings below, continuing the uninstall process WILL create issues with your site. Use the Package Parser and check the Uninstall option to provide guidelines to manual removal of Treasury.
    Then determine what caused this issue and fix that.

  6. NOTE: Uninstall will deliberately NOT remove the Treasury database tables.
    For permanent Uninstall you will need to manually drop these tables from the database:
    - smf_log_treasury
    - smf_treas_config
    - smf_treas_donations
    - smf_treas_events
    - smf_treas_registry
    - smf_treas_subscribers
    - smf_treas_targets
    (assumes you used smf_ for your prefix)


To Do
  1. Optimize database queries.
  2. Free prize plug-in to reward donors.
  3. Recurring donations.
  4. SSI function provided to locate block info on SMF sites.
  5. Add menu buttons for extra themes - see Treasury FAQ.
  6. Donors can select their initial PayPal screen language.
  7. Donors assigned to primary group first, then additional group.
  8. Add version update info.
  9. Event based donations.
  10. Link to allow full transparency of site income/expenses.
  11. Member group based "subscriptions".
  12. Donation periods set for calendar month, quarter, half-year or year.
  13. Some extra language defines for multi-lingual compatibility.
  14. Fix or eliminate the javascript field checks.
  15. Ability to view donation totals on a monthly/annual basis, or select a time period


Support
  1. Bugs and requests must be reported through the Bugger system.

  2. Any other support is Available Here, provided you provide a website link, have full access to your PayPal account, and are prepared to provide screenshots if and when requested - we cannot work in a vacuum.

  3. PayPal support is from the PayPal site - there are some things you simply must do for yourself.

AFAIK, all SMF security requirements are met, and all bugs resolved, so please enjoy!

';

01 Jan 2009 - Treasury Guide


Treasury Module Setup
  1. Since you are here, I presume you have installed successfully, and followed the instructions provided in the package notes.

  2. There are help tips for admin options that describe their use.
    Just click the Help icon for a pop-up to see the descriptions.

  3. In the PayPal Config tab, ensure you enter your own PayPal email ID (and your PayPal primary currency) - it simply will not work with the default email ID from install.

  4. If you know how to use the PayPal "sandbox", you can test all you like after setting up a (free) developer account with PayPal. The sandbox was used to debug this module.
    If not, get a friend to make some test donations, unless you have a second PayPal account to use. You can refund these through your PayPal account, without any fees or penalties.

  5. Check the admin options for setting up the Module appearance (and Block for TP users).

  6. You must setup your viewing and admin permissions for each Membergroup.

  7. Should you wish to change the name that appears in your menu bar from "Donations", you can edit the value for $txt['treasury_menu'] in,
    "Themes/default/languages/Modifications.english.php".
    Note: you will need to reverse that change before un-install, or you will encounter an error.

  8. Other Treasury language defines can be found in,
    "Themes/default/languages/Treasury.english.php".
    You don't need to reverse these changes before un-install as the whole file is removed.

  9. TinyPortal users with SMF 1.1.x can setup the Donations Block by following these instructions.


PayPal Account Setup

If you choose to ignore this advice, ask PayPal - they get paid to answer your questions.
I don't mean to be rude, but the info is provided for a good reason - so you can help yourself.

If you have problems and do not have full access to the PayPal account profile, do not contact us.
It is impossible to problem solve when you cannot directly verify account settings or changes.

I leave your selection of a PayPal account entirely up to you - I will not provide advice on this issue.
After a previous unpleasant experience, I will not leave myself open to absurd threats of legal action.
  1. Treasury requires IPN settings in your PayPal account "Profile":
    • Set 'IPN' to 'On' in "Instant Payment Notification Preferences".
    • This will also require a URL to be entered - anything will do, but not blank.

    The URL you set here is NOT important as Treasury operates from its own Notify and Return URLs which ignore, and are independent of, your PayPal settings.
    Why? If you already have an IPN setting activated for some other program, it will continue to function for that program.
    Example? If you have already set your IPN URL so that you can use, say, Paid Subscriptions, then you can leave the URL on PayPal as it is, and still use Treasury.

  2. You should also modify "Payment Receiving Preferences" in your "Profile" area:
    • Check your option for "Block payments sent to me in a currency I do not hold:".
    • You should set this to the second option "No, accept them and convert them...".

    Failure to do this means you will have to manually confirm each payment within your PayPal account and the donation will NOT show on your site.

  3. Treasury settings in "Website Payment Preferences" - you need to set:
    • Set/Leave 'Auto Return' to 'On', repeat 'On' in "Website Payment Preferences".
    • Set/Leave 'Payment Data Transfer' to 'Off' in "Website Payment Preferences".
    If you need to have PDT 'On' for some other reason, you may have to manually add donation data.

  4. Settings in "Currency Balances" - these should not need changes:
    The PayPal default is fine - a primary currency which is Open and all other currencies Closed.
    If you do not have special reasons for operating with multiple open currencies, DO NOT fiddle!
    If you do have special reasons, you will not receive exchange rate and settle amounts from PayPal for non-primary currencies which you have Open.
    You WILL have to manually edit all Treasury transactions for currencies you receive that are not your Primary Currency!


Operational Notes
  1. The Registry tab allows you to manage your site's receipts & expenses with basic entries to record them. You can also total your most recent user contributions as a single entry in the register by Reconciling your paypal receipts. Should you wish to provide full disclosure to your donors, you can elect to display a summary of your Income & Expenses to them.

  2. The Block is provided as an SSI function for TinyPortal installations where you can have a side-block or for SMF users who wish to locate the block elsewhere within their site. It allows you to display your current donation goal and what funds have been received towards that goal. Display of Goals and/or Donormeter is selectable. It also lists the users who have contributed in the current period or event.
    The Treasury main page already provides all of this information.

  3. Your monthly goals are displayed on the Treasury page.

  4. The bar below the goal summary (near the bottom of the block for SSI users) is the percent achievement of your monthly goal, and will change color with status.

  5. Users can view their personal donation summary through their Profile.
    (viewable only by the user or admin)

  6. Treasury accepts pending payments, like eCheck, and stores the info in the database, with status of 'Pending'. When the eCheck clears, it should now receive the PayPal IPN info and automatically update your database - otherwise, you can change status to 'Completed' in Donations and the donation will appear in your goals and donor list - you will need to add data for the fee, settle amount and exchange rate.

  7. Treasury will also account for any refunds that you process - they will automatically cancel out the original donation and a record will be saved in the Transaction Log. The donor's profile will show the original donation as well as the refund.

  8. You can verify that your site will respond to PayPal by clicking the ipntest link.
    • This will also place an entry in your transaction log.

  9. Got an Internal Server Error 500 when PayPal returns to your site?
    Check file permissions for http://$boardurl/ipntreas.php are 644 or 755 (CHMOD to 644 if they are 777 or 666).

  10. If you are having problems with transactions not appearing, check the Transaction Log for any clues to problems.
    • if they pay by echeck (3 days to clear) the log will contain "pending_reason => echeck".

  11. Whenever IPN data is not stored in your database, you will have to manually enter the data from your PayPal Email in the bottom row of the Donations tab.

  12. Treasury collates information on the basis of paypal transactions for your email address.
    • this means that the "business" field for a transaction is expected to match the "receiver email" address you specified in your PayPal Config tab.
    • if the two don't match up, the donation will be ignored in summaries, so you need to edit the "business" field in your database 'treas_donations' table.

  13. Time based donations - Treasury will collate donations for varying time periods, depending on the option you choose - monthly, quarterly, half yearly and yearly. At the end of whichever period you choose, it will automatically move onto the next period.

  14. Event based donations - this is an alternative to the existing time-based donation system.
    Choosing an event overrides time-based - it does not support both simultaneously.
    It will only operate for one event Campaign at a time, and you must decide when to end any given campaign.

  15. Supporters group - donors can be automatically assigned to a special group of your choice - if donors are not already a member of a "Primary" group, then that is where it will be assigned, resulting in the appropriate rank/badge/stars being displayed in forum posts.
    Otherwise they will be assigned to an "Additional" group.

  16. Membergroup subscriptions - not to be confused with PayPal subscriptions. You can choose to allow that Supporters group membership only for your donation duration i.e. monthly, quarterly, etc. after which their group membership will automatically expire and they will be removed from the group.

    Each subsequent donation by a given donor will simply extend the expiry date by the duration for which the donation was made.
    e.g. your duration is Monthly, a donation on 15th Feb will expire on 15th March.
    Same donor contributes again on 27th Feb, so the expiry is extended to 27th March.


Un-Install Notes
  1. Points 3, 4 & 5 apply to most mods, not just Treasury.

  2. You must first reverse any manual changes you made to Modifications.english.php.

  3. You must run Uninstall before upgrading so that all existing Treasury changes and files can be removed.
    Note: for theme changes, Uninstall will only modify the default theme.
    Any manual changes you made to other themes you must manually reverse yourself.

  4. To avoid any warnings below, it is recommended that you first uninstall mods added after Treasury, and uninstall them in the REVERSE ORDER that you installed them.
    index.php?action=packages;sa=installed shows the order in which you installed.

  5. If you do have warnings below, continuing the uninstall process WILL create issues with your site. Use the Package Parser and check the Uninstall option to provide guidelines to manual removal of Treasury.
    Then determine what caused this issue and fix that.

  6. NOTE: Uninstall will deliberately NOT remove the Treasury database tables.
    For permanent Uninstall you will need to manually drop these tables from the database:
    - smf_log_treasurey
    - smf_treas_config
    - smf_treas_donations
    - smf_treas_events
    - smf_treas_registry
    - smf_treas_subscribers
    - smf_treas_targets
    (assumes you used smf_ for your prefix)


To Do
  1. Optimize database queries.
  2. Free prize plug-in to reward donors.
  3. Recurring donations.
  4. SSI function provided to locate block info on SMF sites.
  5. Add menu buttons for extra themes - see Treasury FAQ.
  6. Donors can select their initial PayPal screen language.
  7. Donors assigned to primary group first, then additional group.
  8. Add version update info.
  9. Event based donations.
  10. Link to allow full transparency of site income/expenses.
  11. Member group based "subscriptions".
  12. Donation periods set for calendar month, quarter, half-year or year.
  13. Some extra language defines for multi-lingual compatibility.
  14. Fix or eliminate the javascript field checks.
  15. Ability to view donation totals on a monthly/annual basis, or select a time period


Support
  1. Bugs and requests must be reported through the Bugger system.

  2. Any other support is Available Here, provided you provide a website link, have full access to your PayPal account, and are prepared to provide screenshots if and when requested - we cannot work in a vacuum.

  3. PayPal support is from the PayPal site - there are some things you simply must do for yourself.

AFAIK, all SMF security requirements are met, and all bugs resolved, so please enjoy!

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