Weekly UI/UX

Date: 2025-11-03 · Duration: 78.0199966430664 min Organizer: Nader Attendees: Nader, Raymond, nathan.d.dutoit@gmail.com, Mike

Summary

• Invoice Fix: A fix for the invoice label color issue will be released soon to enhance user clarity.
• Document Issues: Investigating rendering problems with owner messages; root cause linked to missing metadata rules.
• MCA Flow Enhancements: New fields added to merchant creation flow will improve financial data accuracy and user experience.
• Role-based UI Changes: Merchant users will experience a simplified UI, improving navigation and interface clarity.
• Partnership Strategy: Discussions to support restaurant merchants with payment solutions aim to enhance partner engagement and referral programs.
• Data Insights Need: Access to interchange data is crucial for refining pricing models, requiring ISO registration for deeper insights.

Action Items

• Nader Atrchin Create a new ticket for Sparc to include changes on white labeling message ownership rendering (20:05) Monitor and coordinate the rollout and testing of merchant role login, ensuring updated UI navigation reflects restricted access (26:36) Participate in upcoming call with Jack for DNS and email (SendGrid/mailgun) setup for white labeling, timing likely tomorrow (01:17:02)

Raymond Ehizoba Push fix for invoice label color update as part of current ticket (01:24) Investigate and improve document upload rendering to include metadata for owner messages, update rules for branding (01:53) Test multiple document uploads to replicate 500 error; handle invalid file exclusions and clear errors on new merchant creation (09:04) Implement updates for MCA input fields including the third text box and checkbox toggle for MCA split deposit fields in merchant creation UI (15:12) Add role-based access control and routing changes for merchant user type; add left navigation items for ‘application’ and ‘dashboard’ linking to placeholder pages initially (26:36) Log in using provided merchant credentials on staging/local and validate responses (26:56)

Michael Wright Support testing and deployment for merchant portal login and new role-based UX (20:22) Follow up with new partner restaurants and set up necessary partner accounts; prepare for calls with partners including the 1:30pm call mentioned (34:58) Participate in strategic discussions to develop referral partner program with Sam for restaurant payments and funding partnership (36:06) Collaborate with Nader on MCA and payment commission modeling and pricing structure (39:08) Coordinate with Martin and Jack for setting up DNS and email services for white labeling; share namecheap credentials with Martin (01:15:22)