Understand the statuses

Pour :Administrateur

Preview: Understand the statuses

A donation pledge can be in four distinct statuses. Understanding what each status means, when a pledge enters and leaves it, and what actions are available in each state, is essential to fully exploit the module.

Overview

Status	Color	Tab	Active?	Remaining balance
Pending	Orange	Pending	✅ Yes	> 0
In progress	Cyan	In progress	✅ Yes	> 0
Settled	Green	Settled	✅ Yes	≤ 0
Canceled	Red	Canceled	❌ No	(any)

Detail of each status

Pending (orange)

Definition: the pledge is active and no payment has yet fulfilled it.

Conditions:

• active = true
• paid = 0
• remaining > 0

When do you enter it?

• At the creation of a pledge (default initial state)

When do you leave it?

• When a first payment is assigned → switch to In progress
• When the pledge is canceled → switch to Canceled
• When the pledge is paid in full in a single payment → direct switch to Settled

Available actions:

• ✅ Edit
• ✅ Cancel
• ✅ Assign a payment
• ✅ Send a reminder (manual or automatic)
• ✅ Copy the payment link
• ✅ View the detail

In progress (cyan)

Definition: the pledge is active, partially fulfilled, but there is still a balance to pay.

Conditions:

• active = true
• paid > 0
• remaining > 0

When do you enter it?

• When a first payment is assigned to a pledge that was previously Pending

When do you leave it?

• When the remaining balance reaches 0 (full payment) → switch to Settled
• When the pledge is canceled → switch to Canceled

Available actions:

• ✅ Edit
• ✅ Cancel
• ✅ Assign a payment (additional)
• ✅ Send a reminder
• ✅ Copy the payment link
• ✅ View the detail

Settled (green)

Definition: the pledge is active and paid in full.

Conditions:

• active = true
• remaining ≤ 0

When do you enter it?

• When the last payment brings the remaining balance to 0 (or below)

When do you leave it?

• Theoretically, never again — except if:
  • A payment is deleted or refunded: the balance goes back up → return to In progress
  • The pledge is edited with a higher amount → return to In progress or Pending

Available actions:

• ✅ View the detail
• ✅ Edit (but rarely useful)
• ⚠️ Assign a payment (still possible but the surplus stays unassigned)
• ❌ Reminders (no longer useful — disabled)

Canceled (red)

Definition: the pledge is disabled by an administrator (soft delete).

Conditions:

• active = false

When do you enter it?

• When an administrator clicks Cancel the Donation pledge

When do you leave it?

• Never directly — to "restore" a canceled pledge, you must create a new pledge with the same values

Available actions:

• ✅ View the detail
• ❌ All editorial actions are disabled
• ✅ Visible in exports and the Canceled tab

Complete transitions

From	To	Trigger
Creation	Pending	Entry of a new pledge
Pending	In progress	First payment assigned
Pending	Settled	Full payment at once
Pending	Canceled	"Cancel" action by admin
In progress	Settled	Additional payment that settles the pledge
In progress	Canceled	"Cancel" action by admin
Settled	In progress	Deletion or refund of a payment (balance returns > 0)
Settled	Pending	Deletion or refund of all payments
Canceled	(none)	No direct restoration

Counters per status in the list

In the pledge list, each tab displays in parentheses the number of pledges in that status (taking active filters into account):

Pending (12) — In progress (5) — Settled (143) — Canceled (2)

This lets you see at a glance the distribution of your portfolio.

Status calculation: it's automatic

You never manually set the status of a pledge. Unisoft permanently computes:

1. Active or not (depending on your cancellation action)
2. Remaining balance (amount minus assigned payments)
3. Status derived from the two above

The status updates immediately with each change (new payment, deletion, cancellation, amount edit).

Special cases

Case	Resulting status
Pledge created with amount = 0	Settled at creation (remaining = 0)
Payment greater than pledged amount	Settled, the surplus is not redistributed
Pledge edited with new amount ≤ paid	Settled automatically
All payments deleted	Back to Pending
Pledge canceled with a balance already paid	Canceled — payments remain valid in the database

Go further

• Understand a pledge — general concepts
• View my pledges — status tabs
• Cancel a pledge — understand the effect on status