**April 22, 2025 Updates**

# Sprint Hill 2nd Week Updates

**For Hotifx Deployment**

**Default tax is being applied as a Level II item discount**
Background:
When a merchant applies a default tax to their account, the same discount value is also being incorrectly applied as a Level II discount on invoice items, which leads to confusion.
ETC: Hotfix Deployment Today (April 22)

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**TransIT**

**Admin Portal Portal Adjustments
Background**:

As part of improving and maintaining the TransIT gateway integration within the Admin Portal, several key adjustments are required. These changes aim to improve tokenization handling, transaction traceability, and overall code quality.

* UI/UX - Done
* Backend Adjustment - Done Development
* Frontend Adjustment - On Going, ETC: April 25

**Merchant Portal Adjustments
Background**:

As part of improving and maintaining the TransIT gateway integration within the Merchant Portal, several key adjustments are required. These changes aim to improve tokenization handling, transaction traceability, and overall code quality.

* **Backend Adjustments - In Progress**
* Add Gateway Flag in Locations Table
* Add Gateway Flag in HLTransactions Table
* Add Gateway Table look up in Merchant Portal Database
* **ETC for Development: April 25**

* **Frontend Adjustments - Scheduled for next sprint**
* **ETC: May 2**

**Support Canadian Dollar (Continuous Development)**
* Quickbooks Integration - **In Progress Development**
* Backend Adjustments
* Scheduled for Next Sprint – Temporarily halted, as some of the development will be covered in the QB integration.
* Frontend Adjustment
* Scheduled for Next Sprint
* Tax Compliant Receipt Generation (Not yet started)
* Format Localization (Not yet Started)

Note: For the tasks tagged as "Not yet started," some are still waiting on the ones currently in progress before they can begin.

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**IN PROGRESS**

**Staff/Operations Permissions for Multiple Locations**

**Background:**

Users with the Staff/Operations role are often responsible for managing or supporting activities across multiple locations. However, the current system limits them to viewing or accessing only one location at a time. This restriction creates inefficiencies and makes it harder for them to perform tasks that span multiple sites. Enabling multi-location access will allow these users to work more effectively and provide better operational oversight.

ETC: April 22

**[iOS] Refactor - Invoice Details Module**
**Background**: Improve the maintainability, performance, and scalability of the Invoice Details Module by refactoring legacy code, streamlining data flow, add unit testing, and aligning the implementation with current architectural standards.

ETC: April 22

**Admin Portal Merchant Status Visibility Issue**
**Background**: Improve the maintainability, performance, and scalability of the Invoice Details Module by refactoring legacy code, streamlining data flow, add unit testing, and aligning the implementation with current architectural standards.

* Backend Adjustment, ETC: April 25
* Frontend Adjustment will start Next Sprint

**Admin Portal Merchant Features Adjustment**

**Background:**
Support team members often need the Audit Trail for troubleshooting, but currently, it has to be manually enabled per merchant. Also, some modules appear in the UI even if they aren't available, which can cause confusion. Making the Audit Trail default and cleaning up unavailable modules will streamline setup and reduce support effort.

ETC: April 26

**Payment Forms Receipt is sending via SMS**
**Background:** In Payment Forms, clients are currently receiving their receipts via SMS after making a payment. However, receipts should only be sent via email. This issue needs to be resolved so that SMS is not used for sending receipts.

ETC: April 25

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TESTING

**Invoice Failed email notices for recurring invoices**
Background: A merchant reports receiving approximately 10 "Invoice Failed" email notifications each month for recurring invoices. While some of these failures are valid declines, others are followed by successful payments, raising concerns about whether the failure notices are accurate. The merchant is unsure if the customer manually intervenes to complete payment or if the system incorrectly marks a temporary failure before processing successfully.

**Cal Coast Press - Issues with Recurring Payment Form**
Background: This merchant has had a lot of issues with recurring payments not automatically charging over the last 9 months or so. This was due to some past recurring setting issues, that we have since fixed, but it seems the problems are kind of lingering for some of their customers.

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**Refactoring Focus on this Sprint**

For this sprint, we are focusing on refactoring the following key areas to improve maintainability, consistency, and overall performance. All items are targeted to be completed within the sprint.

**Customer** - In Review
* Create
* Update
* Delete

**Dashboard/Metrics** - In Review
* View

**Configuration** - In Review

**Dashboard/Metrics** - In Review
* Audit Trail

**Reports** - In Review
* General Reports

**Manual Invoice**
* Create
* Update

**Recurring Invoice**
* Create
* Update

**Estimate**
* Create
* Update

**Payment Links** - In Review
* Create
* Update

**Settings** - - In Review

**Virtual Sell** - In Progress Integration
* Transaction
* User Creation
* User Update
* User Delete
* Merchant Account: Information
* Merchant Account: Location - Create
* Merchant Account: Location - Update
* Merchant Account: Location - Delete

**Authentication** -In Progress Integration
* SSO Sign In
* Admin Sign In
* Auth Guards
* Token Handlers