Weekly UI/UX

Date: 2025-09-08 · Duration: 33.9900016784668 min Organizer: Nader Attendees: Nader, Raymond, nathan.d.dutoit@gmail.com, Mike

Summary

• Raymond updated the multi-select merchant assignment estimate from 0.5 to 1.5 due to new requirements and API clarifications.
• Current system lacks an endpoint for unassigning merchants; Michael confirmed no business case against it.
• Martin suggested relocating merchant assignment functionality to the merchant dashboard rather than user modal.
• Nader recommended making merchant assignment clickable in the dashboard header and proposed blocking this ticket until dashboard completion.
• Discrepancy noted between frontend (partner owner + sales rep) and backend (sales rep only) role options; new backend support ticket proposed by Nader.
• Future comprehensive role system redesign and a manager role discussion were planned following user role management issues.
• Nader showcased a full-screen merchant dashboard design featuring integrated chat functionality for real-time updates.
• The chat system tracks 7-8+ activity types including status changes and document uploads, with design examples provided.
• Michael requested an application viewing capability from the dashboard, with Nader suggesting a popup modal for better user experience.
• Drag-and-drop file upload capability included as acceptance criteria for document management in the dashboard.

Action Items

• Raymond Ehizoba Complete current ticket by removing merchant assignment field and committing remaining improvements (07:01) Move completed ticket to review status after meeting (32:49) Review Sparsh’s ticket #461 for activity examples and implementation details (22:44) Implement drag-and-drop functionality for document uploads in chat (31:48) Begin work on merchant dashboard tickets #671 with chat integration (23:03)

Nader Atrchin Create new ticket for role management backend endpoint development (09:16) Design merchant assignment change functionality for dashboard header (06:42) Create ticket for adding merchant assignment dropdown to dashboard (32:45) Provide continued support for Raymond during implementation as needed (33:27)

Michael Wright Upload signed EMS applications to document section using ‘other’ document type (30:13)