CiviCRM

Renew existing membership with Pay Later - maintain existing status until payment is recorded

Details

  • Type: Bug Bug
  • Status: Closed Closed
  • Priority: Minor Minor
  • Resolution: Fixed/Completed
  • Affects Version/s: 2.2.4
  • Fix Version/s: 2.2.6
  • Component/s: CiviMember
  • Labels:
    None

Description

Assuming that CRM-4555 bug fix is in place, the behavior for pay-later (and IPN) renewals of existing membership is:

* Membership end date is updated to new end date
* Membership status is set to Pending

This behavior is not ideal, since a member whose status at renewal time has "is_current" property (e.g. New, Current, Grace) will have their status set to Pending and may be denied membership "rights" until their payment is received. (For example, I decide to renew my status 1 month prior to it's expiration. My Current status becomes Pending - which has "is_current" = false attribute - even though I have 1 month left on my membership.)

Solutions
-------------
Two possible approaches to evaluate based on complexity of implementation:

1. (Preferred solution): For Pay-later and IPN renewals, do not update membership record at all. Then when payment is received, update both status and membership dates. The membership start date for the renewal can use the date that payment is received (rather than date that the renewal was submitted via online form).

We need to determine whether we have enough information at the time the contribution record is "completed" to properly update the membership record. If so, use this approach.

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2. (Alternate solution): For Pay-later and IPN renewals, don't change membership status to Pending IF the current status has is_current flag = true. Example: If my status at renewal time is Current or Grace, don't change it to Pending. If current status has is_current flag = false, then change it to Pending.

All other processing logic remains unchanged (membership dates are still updated when online membership form is submitted).

Issue Links

Activity

Hide
Kiran Jagtap added a comment -
lets we go with first one ( ie w /Preferred solution )
Show
Kiran Jagtap added a comment - lets we go with first one ( ie w /Preferred solution )
Hide
Kiran Jagtap added a comment -
keeping functionality implemented during http://issues.civicrm.org/jira/browse/CRM-4555
and implementing current issue functionality at the top.
Show
Kiran Jagtap added a comment - keeping functionality implemented during http://issues.civicrm.org/jira/browse/CRM-4555 and implementing current issue functionality at the top.
Hide
Andrew Perry added a comment -
Will it be possible under this model to easily see who has requested a renewal that is still pending payment?
Show
Andrew Perry added a comment - Will it be possible under this model to easily see who has requested a renewal that is still pending payment?
Hide
Kurund Jalmi added a comment -
Can't you just search for memberships (Find Members) with pending status ?
Show
Kurund Jalmi added a comment - Can't you just search for memberships (Find Members) with pending status ?
Hide
David Greenberg added a comment -
Kurund - Searching for Pending membership status won't work given the rules implemented by this issue. Memberships status isn't changed until payment is received / recorded for Pay-later and IPN payments.

Andrew - You will need to search for Contributions with pending status and contribution type = Membership Dues (or whatever contribution type you've configured for the online membership signup and renewal flow (via Find Contributions or Adv Search).
Show
David Greenberg added a comment - Kurund - Searching for Pending membership status won't work given the rules implemented by this issue. Memberships status isn't changed until payment is received / recorded for Pay-later and IPN payments. Andrew - You will need to search for Contributions with pending status and contribution type = Membership Dues (or whatever contribution type you've configured for the online membership signup and renewal flow (via Find Contributions or Adv Search).
Hide
Kurund Jalmi added a comment -
Batch move to verification
Show
Kurund Jalmi added a comment - Batch move to verification
Hide
Kiran Jagtap added a comment -
Tested and Confirmed at r23292
Show
Kiran Jagtap added a comment - Tested and Confirmed at r23292

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Dates

  • Created:
    Updated:
    Resolved: