commit 476e046c3e4165af939e5d1f583907841b9e8792
parent 474cd8128950e60372a8d71f0e61ad5ec757a9cd
Author: Christian Grothoff <christian@grothoff.org>
Date: Thu, 13 Nov 2025 17:38:28 +0100
DD74 input merge
Diffstat:
1 file changed, 121 insertions(+), 8 deletions(-)
diff --git a/design-documents/074-merchant-backend-simplification.rst b/design-documents/074-merchant-backend-simplification.rst
@@ -17,10 +17,11 @@ expert users that know the underlying protocol concepts.
Requirements
============
-* The merchant backend SPA should be usable by non-
+* The merchant backend SPA should be usable by non-experts
+* Different normal users will have different use-cases, requirements
+ and background, so one-size-fits-all does not apply.
* The merchant backend SPA should remain as a tool for expert users
-
- * We do not want to maintain different versions of the merchant backend SPA
+* We do not want to maintain different versions of the merchant backend SPA
Proposed Solution (Iteration 1)
@@ -79,19 +80,107 @@ Persona Definitions
* Every feature flag on, developer mode on
-* Simple Shop
+* Unattended simple in-person offline vending (minimal farm shop)
* Only show:
* Orders
+
+ * But exclude "+" button for creating new orders manually,
+ that's already a power-user feature.
+
+ * Templates
+
+ * But exclude OTP devices, again, HW doesn't exist yet,
+ and only useful for power-users.
+
+ * KYC status (if action required)
+ * Bank accounts
+ * Settings
+ * Password
+ * Logout
+
+
+
+* Unattended in-person offline vending with inventory (to be added later!):
+
+ * Only show:
+
+ * Orders
+
+ * But exclude "+" button for creating new orders manually,
+ that's already a power-user feature.
+
+ * Inventory + Categories (once supported by templates!)
+
* Templates
+
+ * But exclude OTP devices, again, HW doesn't exist yet,
+ and only useful for power-users.
+
+ * KYC status (if action required)
+ * Bank accounts
+ * Settings
+ * Password
+ * Logout
+
+* Attended in-person online point-of-sale with inventory (Taler PoS-App)
+
+ * Only show:
+
+ * Orders
+
+ * But exclude "+" button for creating new orders manually,
+ that's already a power-user feature.
+
+ * Inventory + Categories
+ * Access tokens
+
+ * KYC status (if action required)
+ * Bank accounts
+ * Settings
+ * Password
+ * Logout
+
+* Digital publishing (Turnstile, etc.):
+
+ * Only show:
+
+ * Orders
+
+ * But exclude "+" button for creating new orders manually,
+ that's already a power-user feature.
+
+ * Subscriptions and discount tokens (after v1.6)
+
+ * Access tokens
+ * KYC status (if action required)
+ * Bank accounts
+ * Settings
+ * Password
+ * Logout
+
+* E-commerce site (DrupalCommerce, etc.):
+
+ * Only show:
+
+ * Orders
+
+ * But exclude "+" button for creating new orders manually,
+ that's already a power-user feature.
+
+ * Subscriptions and discount tokens (after v1.6)
+
+ * Webhooks
+ * Access tokens
+
* KYC status (if action required)
* Bank accounts
* Settings
* Password
* Logout
-
-
+
+
Proposed Solution (Iteration 2)
===============================
@@ -101,6 +190,7 @@ Proposed Solution (Iteration 2)
are still under discussion and will only
be implemented once iteration 2 is done.
+
Simplication of Bank Account Settings
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
@@ -110,8 +200,23 @@ Currently we have three screens involving the bank account: "Bank account"
Since all of the activities done on this screen are related to the bank account,
we can simplify it into one "Bank account" page.
+.. note::
+
+ When adding a bank account, we should only show the simplified
+ dialog (IBAN, account owner information) and not the
+ WireGateway part *unless* in "show everything" and/or "developer"
+ mode. In terms of entering account owner information, we should
+ allow entering more data, like ZIP code, City name, etc. as these
+ are becoming more-and-more required. So not just "receiver-name".
+ (But everything but receiver-name can be optional for now.)
+
The wire transfers can be shown by clicking on the details page of a bank account.
+.. note::
+
+ This feature needs more testing, I think we should only show
+ it in "show everyting" and/or "developer" modes for now.
+
The KYC status can also be shown there for every bank account.
If KYC is required for a bank account, we can both highlight the bank account
@@ -152,6 +257,12 @@ Suggested restructuring:
* User Interface (only UI settings, *maybe* link to other settings)
* Profile (Contact settings as seen by the wallet users via contract terms)
+
+ * We should add e-mail and phone number under the merchant "address"
+ in the contract terms (after all, they are contact addresses for the
+ merchant). Many advantages, starting with no change required in the
+ backend.
+
* Security (both password and 2FA-related fields)
Definition of Done
@@ -173,8 +284,10 @@ Discussion / Q&A
================
* Can the be changed while being logged in?
+
+ * Yes, under "Personalization", just like the language and date format.
+
* Do we show access tokens under "Simple Shop"?
-
+
* No, as we also don't show the inventory,
so it doesn't make sense to show access tokens.
-
