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dev/core#5802 Add option to modify Recurring Membership Contribution when modifying Membership Type #32426

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shaneonabike
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Overview

We have a situation where Members transition from one type to another. We recently setup recurring memberships, but are running into the scenario that the recurring payments are not updated.

I'm aware that there are reasons that some don't want this done automatically, which is totally fine with me. But I was wondering if we couldn't provide a checkbox allowing the update to happen since I feel that it makes sense to provide out-of-the-box.

Example use-case

  1. Member uses a Contribution page and pays for a Recurring Membership
  2. Member contacts the Organization to have their Membership changed to another one
  3. The organization goes to the Members page and attempts to change their Membership
  4. They override the Membership but the recurring transaction still charges the original amount

Current behaviour

Selection_004

Proposed behaviour

Selection_006

We provide the option to allow them to update the actual next recurring amount. I can see there is already a place that we could handle this and modify the Recurring contribution amount with the new total amount.

Comments

I already implemented the UI to handle this, but wanted to ensure there wasn't something I am missing here in terms Payment Processors prior to proposing a patch.

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civibot bot commented Mar 20, 2025

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@civibot civibot bot added the master label Mar 20, 2025
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civibot bot commented Mar 20, 2025

The issue associated with the Pull Request can be viewed at https://lab.civicrm.org/dev/core/-/issues/5802

@shaneonabike shaneonabike changed the title dev/core#5802 Initial Recurring Membership Contribution modification dev/core#5802 Add option to modify Recurring Membership Contribution when modifying Membership Type Mar 21, 2025
@shaneonabike
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I updated the ticket but I think I will close this since @mattwire pointed me to some extensions that get me most of the way there. I think if we want to expand that functionality via the extensions that could be a good approach. Also, we should probably document this to help people b/c I could see it as a deterrent in adoption.

@shaneonabike shaneonabike deleted the recurMembers branch March 28, 2025 13:16
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