**May 6, 2025 Updates**

# Sprint 7 2nd Week Updates

**Deployed as Hotfix (May 5, 2025)**

**Payment Form Authorization not Saving Customer Details**
**Background:**

When a user submits a payment form authorization, the user details are not being saved in the customer module.

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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 - Ready for Testing | Done Development
* Frontend Adjustment - On Going Development, 80% Done - ETC May 8

**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 - **Done Development**
* Add Gateway Flag in HLTransactions Table - **Done Development**
* Add Gateway Table look up in Merchant Portal Database - **Done Development**

* **Frontend Adjustments**
* In Progress Development - Will be carried out on the next sprint

**Support Canadian Dollar (Continuous Development)**
* Quickbooks Integration - **In Progress Development 90% Done**
* Backend Adjustments
* **Development Done**
* Frontend Adjustment
* In Progress Development
* ETC: May 16
* Tax Compliant Receipt Generation
* In Progress Development
* Format Localization
* In Progress Development

Note: All tasks tagged as 'Done Development' are solely for the required development work. These tasks still need to undergo QA

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**IN PROGRESS**

**Payment Links QR Code and App Images not being displayed**
**Background:**

Due to recent security updates, uploaded images in the app are not functioning properly. We're currently waiting for instructions from Benjamin Watkins on what changes need to be applied.

* ETC: May 7

**Disappearing Auto Charge Recurring Payment Forms**
**Background:**

In the Create Invoice, the current default tax set is not being used when the invoice location is changed to a specific location that has a previously assigned default tax.

* ETC: May 7

**Reports Transaction Source Filter not Working for Manual Inoice**
**Background:**

When users select the "Manual Invoice" option in the Reports > Transaction Source filter, the expected data is not being returned.

* ETC: May 8

**iOS: Update display modules**
**Background:**

The objective of this ticket is to ensure the display of Web Page modules matches their presentation within the iOS application

* ETC: May 9

**Android: Update display modules**
**Background:**

The objective of this ticket is to ensure the display of Web Page modules matches their presentation within the Android application

* ETC: May 9

**iOS: Card on File**
**Background:**

Card on File functionality allows users to easily process transactions for customers who have a saved card on file, streamlining repeat payments and improving efficiency.

* ETC: May 16

**Android: Card on File**
**Background:**

Card on File functionality allows users to easily process transactions for customers who have a saved card on file, streamlining repeat payments and improving efficiency.

* ETC: May 16

**Surcharge Bug Tickets**
* Manual Invoice: Surcharge is being charged twice
* ETC: May 7

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TESTING

**Admin Portal Merchant Status Visibility Issue**
**Background**:

Newly boarded PM+ merchants appear with "Active" status in Superadmin, making it impossible to distinguish which merchants require additional setup steps by the Support team.

**[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.

**Recurring Payment Form: Double charging**
**Background**:

Double charging has been observed for one of our merchants. Based on the investigation, there's a missing backend setup that needs to be addressed.

**Payment forms and file uploads - looks terrible in emails**
**Background**:

There are a few issues with the payment form email notifications: the signature field appears blank even when signed, and file uploads can't be downloaded from the email—only from the dashboard. Additionally, the emails display messy, unreadable code instead of a clean file reference, making them look unprofessional. Ideally, files should be downloadable from the email; if that's not possible, at least display the file name clearly instead of code gibberish.

**Invoice and Transaction Dates/Times Display Incorrectly for Merchant**
**Background**:

A merchant reported that the dates and times on her invoices and transactions don’t match when she actually created or processed them, despite the system being correctly set to Eastern Time, which matches her location.

**Payment Forms Receipt is sending via SMS**
Terms and Conditions not Showing on Invoice PDF

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.

**Terms and Conditions not Showing on Invoice PDF**
**Background**:

When a user creates an invoice with terms and conditions added, the added T&C does not appear on the created invoice. This issue only occurs when the invoice template is Invoice Template 4.

**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.

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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** - Testing
* Create
* Update
* Delete

**Dashboard/Metrics** - Testing
* View

**Configuration** - Testing

**Dashboard/Metrics** - Testing
* Audit Trail

**Reports** - Testing
* General Reports

**Manual Invoice** - Testing
* Create
* Update

**Recurring Invoice** - Testing
* Create
* Update

**Estimate** - Testing
* Create
* Update

**Payment Links** - - Testing
* Create
* Update

**Settings** - - Testing

**Virtual Sell** - Testing
* 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

**Payment Forms** - In Progress Integration