Sprint 7 Weekly Updates

**April 29, 2025 Updates** # Sprint 7 Weekly Updates **Deployed Hotfix to Clean up the Branch** **General Reports Filter is Not Tied to User Role** **Background:** When a non-management role (Staff/Operations) changes the report type in a general report, the location filter incorrectly defaults to 'All' instead of the user’s assigned location. ETC: Deployed as Hotfix (April 28) ================================================================= **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, ETC: April 30 **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 * ETC: May 7 * **Frontend Adjustments** * **ETC: May 9** **Support Canadian Dollar (Continuous Development)** * Quickbooks Integration - **In Progress Development 80% Done** * Backend Adjustments * In Progress Development * ETC: May 9 * Frontend Adjustment * In Progress Development * ETC: May 9 * Tax Compliant Receipt Generation * In Progress Development * Format Localization (Not yet Started) * In Progress Development ================================================================= **IN PROGRESS** **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 * Development Done * Frontend Adjustment * ETC: April 29 **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. * Backend Adjustment * ETC: April 29 * Frontend Adjustment * Done **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: April 30 **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 30 **Default Tax Not Applied When Invoice Location Changed** **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 1 **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 4 **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 5 ================================================================= TESTING (Tickets affected due to urgent releases and fixes that need to be addressed during the Arts Fest event.) **[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. **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. **Surcharge Bug Tickets** * Surcharge is not displayed in PAID invoice summary * Surcharge is not Displayed in PAID customer Invoice * Incorrect grammar on Surcharge modal * State abbreviation is not displayed ================================================================= **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