#603 — Design Merchant dashboards and communications

Repo: Twill-AI/twill-ai-ui State: closed | Status: done Assignee: nadddder, raymondehizoba

Created: 2025-08-16 · Updated: 2025-09-04

Description

1. Merchant Detail should be conditional on the status as a full dashboard in all cases:
   • Editing / Lead → edit application
   • In Review / Action Required / Send to Merchant / Rejected→ uneditable application with docs page showing (only thing editable)
   • Approved / Active → Revenue Trend, Fee schedule , Documents (+Classification)
2. The whole row of a merchant in the merchant table should be clickable (instead of now only the sign on the right side of it)
3. Hover over action required shows status message
4. Change ordering of Statuses in table tab : Editing / Lead / In Review / Sent to Merchant / Action Required / Approved / Active / Declined
5. Change visual icon of statuses
6. Show Created-at date in merchant table as a column
7. Remove Risk column (until we know better than all Pending) . To Do: store a field called Risk per merchant, and only Mike can set it but it impacts the commission calcs
8. Sort merchant table by Status at first visit (Action Required > Sent to merchant > Lead > In Review > Editing > Approved > Active > Rejected). If same status, sort by Created at. This is normal behavior when sorting by status
9. Adjust layout/styling of the application tabs.
10. Add chat framework:
    • minimize, fullscreen, side
    • Upload docs
    • Send Message
    • To Do: send an email notification to the user every time we add a note to display in the portal and allow them to respond in the portal
11. _Show merchant details on head

Notes

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