10.16. DD 16: Backoffice Order Management#
10.16.1. Summary#
This document describe the complete list features for orders management and how will be shown.
10.16.2. Motivation#
User will use the backoffice to manage their orders and verify the status of the current and past orders.
10.16.3. Requirements#
Access all information provided from the Merchant Backend API in a understandable and accessible way
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 ( if admin )
10.16.4. Proposed Solution#
10.16.4.1. Listing orders#
4 tabs will be show for an easy access to common filter, click on any of this and search will reset all filter except date
paid (default)
refunded
not wired
all (empty filter box)
Columns for the order listings will be:
date in ‘dd/MM/yyyy HH:mm:ss’ format
amount: value and currency
summary
Actions per row:
refund: pop up with amount and reason (select box and text)
copy payment url (if not status==unpaid)
view details
An export button will allow the user to download the result page in CSV format.
An infinity scroll is propose instead of a pagination, reasons:
users usually does not jump from one page to another using random access
if the user want to search, is going to limit the result using filters
no need to go back after loading more result
it could be triggered by scrolling, with buttons (or both)
10.16.4.2. Create orders#
this form is divided into 4 sections
product: where the merchant can add inventory product and non-inventory product.price: where the merchant can override the total price (if product was added) or set the order price and summary.payment: where some default of the payment processing can be changedextra: where the merchant can add extra information in JSON format
10.16.4.2.1. Create order: Product section#
This section has two parts:
The first part will add/remove product from the current stock.
name: search box to select product by description field. if not found it will be a ‘create new’ option leading to the create product without losing contextquantity: mandatory
The second part will add non inventory product. To add a product a create product form will be shown. The product in the list can be edited or deleted from the list.
In both cases, the total unit and price of the products will be calculated and shown in the bottom of the section. If the merchant collapse one of the product list a line with a resume of the total price and units will be shown.
10.16.4.2.2. Create order: Price section#
This section has 2 scenarios.
The fist one is without products being added: the order price and
summary inputs will be shown.
If there is at least one product added, the total products price as the sum
of all products prices will be shown. The order price will default to
total products price. The products taxes and profit will be shown
since order price cannot be less that product taxes.
10.16.4.2.3. Create order: Payment section#
This section show optional values that can be overwritten by the merchant
refund deadline: calendar type of input. default from instancepay deadline: calendar type of input. default from instanceauto refund deadline: calendar type of input. default empty, optional.delivery date: calendar type of input. default empty, optional.delivery location: location section similar to instance jurisdiction or instance address. optionalmax fee: default value from the instancemax wire fee: default value from the instancewire_fee_amortization: default value from the instance
10.16.4.2.4. Create order: all section expanded#
An example of how all section in a page will be shown.
10.16.4.2.5. Creation order success#
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:
create another payment: go to the create payment page again
view details: show details of the payment (see page)
10.16.4.3. Order details#
Status text should be set with a background color for easier recognition when indicated:
paid: green
claimed: light-green
unpaid: grey
refunded: red
10.16.4.3.1. Header#
This is a resume of most important information
big status with color
date
total
deposit_total (if not refunded)
refund_amount (if status is refunded)
deposit_total - refund amount (if refunded partially)
order_status_url
taler_pay_uri (if unpaid)
actions: refund (if not refunded), add note, copy order_status_url
10.16.4.3.2. Timeline of events#
Event of status changed over time describe vertically. Sorted from newest to oldest. On line per status updated, with datetime and a short description.
Info taken from:
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.
10.16.4.3.3. 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 exchange_hc
10.16.4.3.4. Payment details#
If the order was claimed
summary
amount (contract.amount)
fee (contract.amount - deposit_total)
refund_amount (if status is refunded)
net (deposit_total - refund_amount)
current status
10.16.4.3.5. Contract Terms#
collapsed as default. show disabled if unpaid
summary
amount
fulfillment_url, if present
max fee
max fire fee
wire_fee_amortization
list of (exchange | auditor) name and url
products table: list of products, one row per product
description
quantity
total price
total tax
sum at the bottom
horizontal timeline of important dates in the contract
start at contract creation time
show current date
pay_deadline
wire_transfer_deadline
refund_deadline
delivery_date (immediately if null)
auto_refund
10.16.4.3.6. refund popup#
If there is any refund:
show total refund from
refund_amounta (down arrow) to show more information
if expanded show table with date, amount and reason
Warn if there is a pending refund when refund_pending is true
Ask for:
amount: default 0, show max amount refundable (order amount - already refunded)
reason: concatenation of the next values
drop down options: duplicated, requested by customer, other
after selecting, free text for additional information
10.16.4.4. Example of details by status#
10.16.5. Alternatives#
10.16.5.1. pagination#
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
10.16.5.2. 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
10.16.6. Discussion / Q&A#
Shall we show merchant information from the ContractTerm in the order detail?
Do we have the date and time of when the order goes from these states?
null => unpaid (using contractTerm.timestamp from now but may not be correct)
unpaid => claimed (maybe contractTerm.timestamp)
claimed => paid (maybe last wire_details.execution_time with confirmed = true )
Refund button is being show if “refund_amount < contract_terms.amount” and “time < refund deadline”. Is there any other case? Is this taking into account auto_refund?
Field left out in the order creation:
contractTerm.summary_i18n: it makes the UI complex
contractTerm.order_id: should be created by the backend
contractTerm.timestamp: defined by backend
contractTerm.merchant_pub: filled by the backend
contractTerm.merchant_base_url: filled by the backend
contractTerm.h_wire: defined by the backend
contractTerm.nonce: not used