Weekly UI/UX

Date: 2025-07-28 · Duration: 50.7400016784668 min Organizer: Nader Attendees: Mike, Nader, nathan.d.dutoit@gmail.com, Raymond

Summary

• Raymond successfully completed the owner/officer addition flow, implementing add, edit, and remove functionalities, though it is not yet saved to the backend.
• A critical issue was identified with document type definitions mismatching between the Figma template and the Facade backend API, prompting a mapping guidance from Michael.
• Martin has nearly finished developing the pricing tab, which incorporates built-in templates that must be selected before custom templates can be created and saved.
• The Statement Analyzer functionality allows PDF upload and value extraction, but a CORS error was encountered during testing that requires further investigation.
• Editing functionality for applications will now be conditional; it will only be available for inactive applications, while active applications will be view-only.
• Each merchant can have only one sales rep at a time, with necessary adjustments to the user management system to remove previous assignments upon a new rep’s assignment.
• A resolution process was established for ownership percentage validation to be added during the review step as part of completion checks.
• Various template cleanup requirements were discussed, including the removal of the surcharge cap field and ‘card not present plus’ option.
• Negative value formatting errors in processing volume trends need to be fixed in the dashboard for accurate data representation.
• Submission options will be removed from the review page as the feature has not yet been implemented.

Action Items

• Raymond Ehizoba Implement ownership percentage validation in review step as part of completion checks (06:09) Continue implementing document step integration with Facade endpoints (06:19) Make application editing conditional - only allow editing for inactive applications, view-only for active ones (45:02) Review and merge Alexander’s status message branch with modal popup functionality (45:38) Convert plus button to functional dropdown with ‘Add Merchant’ and ‘Add User’ options (47:33) Create ticket for plus button enhancement (47:47)

Martin Elias Costa Add more descriptive error handling for statement analyzer CORS errors (25:57) Remove surcharge cap field from pricing templates (27:17) Remove ‘card not present plus’ option from Interchange Plus templates (28:08) Implement sales rep column in merchant table by mapping created_by IDs to user names (34:13) Fix negative value formatting in processing volume trends on dashboard (48:25)

Michael Wright Follow up with Pay Engine team for clarification on risk field documentation (31:46)