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Stop mis-using recurring contribution statuses - notably completed
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Description

Part of removing civi patches

Details

Related Gerrit Patches:
wikimedia/fundraising/crm : masterRemove setting of installments
wikimedia/fundraising/crm : masterFix references to recur status

Event Timeline

@MBeat33 this change has implications for you. Currently when you see recurrings you see them with the followiing statuses :

  • In Progress (you probably almost never see this but it means actively processing a payment)
  • Failed (one or more payments has failed but we haven't given up)
  • Cancelled (cancelled manually or due to multiple failures)
  • Completed (means the recurring series is In Progress or possibly that is has completed)

With this change you will see

  • In Progress - means the recurring series is In Progress
  • Failing - means we are trying but it keeps failing
  • Cancelled (cancelled manually or due to multiple failures)
  • Processing (you probably almost never see this but it means actively processing a payment)

You will still see Completed meaning In Progress and Failed meaning currently Failing as we are migrating over so the new statuses will apply when new payments are processed. However at some point we want these to more correctly refer to 'Failed' as in it kept failing so we stopped trying & set it to Failed & 'Completed' as in the recurring payment has completed - this is a bit grey in our case as all our recurrings are open ended so when do we used 'Completed' vs 'Cancelled' - question for 'one day'

@LeanneS @NNichols @RLewis ==tldr on the above is you will start to see recurring contributions with the statuses 'Failing' & 'In Progress' & less of 'Failed' and 'Completed' going forwards

Change 574626 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Fix references to recur status

https://gerrit.wikimedia.org/r/574626

Change 574626 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Fix references to recur status

https://gerrit.wikimedia.org/r/574626

Change 574909 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Remove setting of installments

https://gerrit.wikimedia.org/r/574909

Change 574909 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Remove setting of installments

https://gerrit.wikimedia.org/r/574909

DStrine closed this task as Resolved.Tue, Mar 17, 7:59 PM