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020-backoffice-rewards-management.rst (2232B)


      1 XX 20: Backoffice Rewards Management
      2 ####################################
      3 
      4 Summary
      5 =======
      6 
      7 This document describe the complete list features for rewards and reserve
      8 management and how will be shown.
      9 
     10 Motivation
     11 ==========
     12 
     13 User will use the backoffice to manage reserve and authorize
     14 
     15 Requirements
     16 ============
     17 
     18 User should use the backoffice to:
     19 
     20 * creating new reserves
     21 * listing active reserves
     22 * authorize rewards for a reserve
     23 * list all rewards for an active reserve
     24 * check rewards status
     25 
     26 Proposed Solution
     27 =================
     28 
     29 Listing reserves
     30 ----------------
     31 
     32 .. image:: ../images/backoffice-reserve-list.svg
     33   :width: 400
     34 
     35 
     36 Can be filtered with optional arguments:
     37 
     38 * after: if present will brings reserve created after specified date
     39 
     40 * active: if present will bring reserve active (or inactive), otherwise all
     41 
     42 * failures: if present will bring all reserves that have different initial
     43   balance reported by the exchange (or equal), otherwise all
     44 
     45 columns:
     46 
     47 * initial: if the exchange and merchant-backend disagree in the initial balance
     48   (failure) the cell will be red and have a tooltip with more information
     49 
     50 * actions: delete button will be disabled on failure or committed > 0, new_reward
     51   button will be disabled on picked_up == initial or failure
     52 
     53 
     54 Create new reserve
     55 ------------------
     56 
     57 .. image:: ../images/backoffice-reserve-create.svg
     58   :width: 400
     59 
     60 fields:
     61 
     62 * initial balance must be >0 and the current currency
     63 
     64 * exchange should be a known exchange of the merchant backend
     65 
     66 * wire method should be one of the current supported of the instance
     67 
     68 If there is an error in the creation a Notification message will be shown
     69 
     70 Authorize Reward
     71 ----------------
     72 
     73 The merchant can authorize rewards clicking in the plus (+) button that will bring
     74 the next popup
     75 
     76 .. image:: ../images/backoffice-reward-create.svg
     77   :width: 400
     78 
     79 after confirm it will continue with a success page:
     80 
     81 .. image:: ../images/backoffice-reward-create.confirmation.svg
     82   :width: 400
     83 
     84 Details of reserve
     85 ------------------
     86 
     87 .. image:: ../images/backoffice-reserve-details.svg
     88   :width: 400
     89 
     90 Rewards sorted from newer to older
     91 
     92 When the reserve has not yet funded
     93 
     94 .. image:: ../images/backoffice-reserve-details.unfunded.svg
     95   :width: 400