Upgraded plan status not being marked "U"

We are experiencing an issue with plans that expire and shortly after expiration are renewed and upgraded to a higher plan are not being marked status “U” for the original plan.

In the raw database cbsubs_subscriptions, status for the expired plan is X and a new upgraded plan has been created marked status A.

This causes an issue with our renewal postcard program that looks for recently expired plans (within a date range) with a status of X as it generates a renewal reminder card for those that have upgraded within days of plan expiration because the original plan has not been changed to status U.

The system correctly changes status to U on upgrade if the original plan has not expired, but does not if the plan has expired and then renewed and upgraded. Is this normal or a glitch?

Thanks

CB 1.9.1, CBS 3.0.0, J 2.5.28

If the plan is expired you're not upgrading from it. You can only upgrade from active plans. Subscribing to a new plan with your current expired is just a new subscription. Believe the reason for this is active plans that are upgraded still have their expiration date tracked until it truly expires; this allows for fallback if the new plan expires before the upgraded plan. Believe it's also used to determine if prorating needs to calculate.

Thank you for the quick response and explanation.

Is there a method within CB Subs to identify recently expired and then upgraded plans? My guess is that I will have to write a custom routine to identify these plans.

The recently expired plans would just look like normal expired plans so I don't know how you're going to distinguish them from other expired plans in that case. Maybe just add to your usage to ignore checking expired plans if they have an active plan of any kind?

I was thinking along those lines too; compare rows by user_id and if multiple rows of same id with one active plan and expiration date of expired plan falls within date range, skip record.

Thanks again, Kyle