Weekly UI/UX

Date: 2025-09-22 · Duration: 35.130001068115234 min Organizer: Nader Attendees: Nader, Raymond, nathan.d.dutoit@gmail.com, Mike

Summary

• Plus sign functionality for merchant and user creation is fully implemented with role-based permissions, enhancing user management capabilities.
• Statement analyzer integration to auto-trigger during document uploads is completed, streamlining processing workflows.
• Merchant table now features a status progression update from ‘Action Required’ to ‘Active’, improving clarity on merchant statuses.
• Progress percentage indicators added for editing, lead, and sent-to-merchant statuses to provide better tracking of workflows.
• Business type display has been refined to show only descriptive names, simplifying user interface.
• Luqra integration testing strategy has been formally confirmed to commence as planned.
• Combined statement handling approach allows multiple uploaded documents to be analyzed collectively, enhancing efficiency.
• Merchant portal now includes an invite tracking system with three distinct status states, improving user follow-up.
• Scope for rate recommendation system has been established for Version 1, targeting improved decision-making.
• Search functionality for MCC code lookup is confirmed, facilitating easier look-ups for users.

Action Items

• Michael Wright Give Luqra team heads up about testing merchant creation and ask about patch endpoint for applications (10:00)

Nader Atrchin Revise statement analyzer ticket with combined statement handling and rate recommendation considerations (13:34) Create ticket for removing ‘sent to merchant’ as status while maintaining it as filter functionality (25:43) Spend time on offer builder questions before next meeting regarding rate ranges and risk considerations (13:34)

Raymond Ehizoba Fix UI bug currently being addressed in user management functionality (18:28) Implement MCC code display showing only business type names without numbers (29:57) Add search functionality for MCC code lookup with both number and text search capabilities (29:53) Implement progress bar under status percentages with fixed-width boxes for better visual consistency (32:01)