From c768a39a846258f97a25cd122aaf0f00ffb3c83c Mon Sep 17 00:00:00 2001 From: Sebastian Date: Tue, 30 Mar 2021 15:57:04 -0300 Subject: details page --- .../016-backoffice-order-management.rst | 106 +++++++++++++-------- 1 file changed, 65 insertions(+), 41 deletions(-) (limited to 'design-documents/016-backoffice-order-management.rst') diff --git a/design-documents/016-backoffice-order-management.rst b/design-documents/016-backoffice-order-management.rst index ec68b22e..7b2acc83 100644 --- a/design-documents/016-backoffice-order-management.rst +++ b/design-documents/016-backoffice-order-management.rst @@ -24,7 +24,7 @@ User should use the backoffice to manage orders by: * searching for orders * showing details about the order and the activity history * refund order that are refundable -* create orders +* create orders ( if admin ) Proposed Solution ================= @@ -35,14 +35,6 @@ Listing orders .. image:: ../backoffice-order-list.svg :width: 800 -Will show the SearchBar component that allow multiple filter. -Filter will allow paid, refunded, wired status and date. - - * paid: yes/no - * refunded: yes/no - * wired: yes/no - * date: 'dd/MM/yyyy' - 4 tabs will be show for a easy access to common filter, click on any of this and search will reset all filter except date @@ -60,7 +52,7 @@ Columns for the order listings will be: Actions per row: * refund: pop up with amount and reason (select box and text) -* copy payment id +* copy payment url (if not status==unpaid) * view details An export button will allow the user to download the result page in CSV format. @@ -75,24 +67,16 @@ An infinity scroll is propose instead of a pagination, reasons: Create orders ------------- -Form with 4 fields: +Form with 2 fields from MinimalOrderDetail: * amount * summary -* time until refund ( dropdown: 1week, 2weeks, custom ) -* description -* payment method Creation order success ********************** -Example message: - - Creation successful - - We've create an order for for USD:10.00. - - Send url to the customer: ``taler_pay_uri`` +A success message showing the amount, summary and the order id. Additionally the +taler_pay_uri can be shown to be copied to send to the customer. action buttons that allow the following: @@ -136,19 +120,40 @@ On line per status updated, with datetime and a short description. Info taken from: -* refund_details -* wire_reports -* wire_details -* contractTerm.extra for custom notes ({date: timestamp, description: string}) +* refund_details: a row showing date an amount + +* wire_details: a row date and id + + + About wire details + + Normally one wire transfer will involve more than one payment from the same + exchange. And an order can have multiple wire transfers if the payment + involved more than one exchange. + + + +Error status +************ + +This section is not going to be shown if there is no error + +* Wire Error: info taking from wire_reports in contractTerm. for every element + in the list show hint and error code + +* Exchange Error: connection with exchange failed, info taking from exchange_ec + and exhange_hc Payment details *************** +If the order was claimed + * summary -* amount (deposit_total) -* fee +* amount (contract.amount) +* fee (contract.amount - deposit_total) * refund_amount (if status is refunded) -* net (amount - fee - refund) +* net (deposit_total - refund_amount) * current status @@ -183,15 +188,6 @@ collapsed as default. show disabled if unpaid * auto_refund - -Last response from exchange -*************************** - -collapsed as default, showing a green check if everything is ok or a yellow -warning otherwise - -When open show 2 boxes with text translated from ``exchange_ec`` and ``exchange_hc`` - refund popup -------------- @@ -202,8 +198,6 @@ If there is any refund: * if expanded show a timeline vertically showing amount a reason ``refund_details`` -Show a small notice telling that the refund is going to take ``refund_delay`` time. - Warn if there is a pending refund when ``refund_pending`` is true Ask for: @@ -214,19 +208,33 @@ Ask for: * drop down options: duplicated, fraudulent, requested by customer, other * after selecting, free text for additional information -examples --------- +.. image:: ../backoffice-order-refund.svg + :width: 800 + + +Example of details by status +---------------------------- .. image:: ../backoffice-order-details.paid.svg :width: 800 +.. image:: ../backoffice-order-details.unpaid.svg + :width: 800 + +.. image:: ../backoffice-order-details.claimed.svg + :width: 800 + +.. image:: ../backoffice-order-details.refunded.svg + :width: 800 Alternatives ============ +pagination +----------- order list was originally thought with pagination footer .. image:: ../backoffice-order-list.pagination.svg @@ -235,6 +243,22 @@ order list was originally thought with pagination footer ascending boolean flag cloud be eliminated using the load before and load after and a design without random access to pages was proposed +search box +---------- + +A SearchBox was considered for managing filter. +Filter will allow paid, refunded, wired status and date. + +* paid: yes/no +* refunded: yes/no +* wired: yes/no +* date: 'dd/MM/yyyy' + +The UI of the search box is an input field with tags showing ``field=value`` for +any filter set. Additionally a custom criteria can be supported like +``date>last_week`` or ``amount>USD:10`` + + Discussion / Q&A ================ -- cgit v1.2.3