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[Admin]: Send notification SMS on payout #286

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3 of 4 tasks
ssandino opened this issue Jan 22, 2023 · 5 comments
Open
3 of 4 tasks

[Admin]: Send notification SMS on payout #286

ssandino opened this issue Jan 22, 2023 · 5 comments
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admin tool Issues concerning Admin Tool

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@ssandino
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ssandino commented Jan 22, 2023

Step by Step Process for Payment in the Sliding Panel:

Should be launched in the new tile here #284 (but if this issue is done first, then fine where it is and we move the button later)

Step 1: Register CSV
Make new button "Register Recipients" which downloads the Registration File as CSV
-> Kerrin sends original file/format to Michael as reference

  • done

Step 2: Payment CSV
Change existing Download Payment File

  • sorting of table after OM UID
  • done

Step 3: Create Payments
Make Button "Payments done"

  • makes a new payment for every user with status "active" and "next payday" with date 15th plus payment status "to be confirmed"
  • done

Step 4: Send Text message (Please Confirm SMS)

  1. Make a new column in each payment, which says "Please Confirm SMS" true/false
  2. When sent change to "true"
  • done
@ssandino ssandino moved this to Todo in February 2023 Jan 31, 2023
@mkue mkue moved this from Todo to In Progress in February 2023 Feb 8, 2023
@ssandino
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Not sure if this is ready for this month payout (15th), but if so then we would have to change the payout sum SLE 500 in Step 3 above (see comment from Kerrin in Slack – raise due to inflation).

@mkue
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mkue commented Feb 28, 2023

Planned update to the "Create new payments" button.

Instead of creating new payments with status set to paid, we update (or create) the payments for the current month and set the status to paid, and additionally create new payments for the next month with status set to created (unless they will be off-boarded the following month).

@ssandino ssandino moved this to Todo in March 2023 Sprint Feb 28, 2023
@mkue mkue moved this from Todo to In Progress in March 2023 Sprint Feb 28, 2023
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mkue commented Feb 28, 2023

Also, as soon as the payment is set to paid, the orange phone number of the recipient should be copied to the payment document.

@ssandino ssandino changed the title Payment Improvements: New sliding in panel with 4 steps [Admin ToolFeature]: Payment Improvements: New sliding in panel with 4 steps May 9, 2023
@ssandino
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ssandino commented May 9, 2023

Last part seems to be (almost) ready and already has its placeholder:

Screenshot 2023-05-09 at 21 48 39

@ssandino ssandino added feature admin tool Issues concerning Admin Tool labels May 9, 2023
@ssandino ssandino changed the title [Admin ToolFeature]: Payment Improvements: New sliding in panel with 4 steps [Admin Tool Feature]: Payment Panel (missing SMS button) May 9, 2023
@ssandino ssandino changed the title [Admin Tool Feature]: Payment Panel (missing SMS button) [Admin Tool Feature]: Payment Panel (missing send SMS confirmation reminder) May 9, 2023
@ssandino ssandino moved this to Todo in May 2023 Sprint May 9, 2023
@ssandino ssandino removed the feature label Dec 6, 2024
@ssandino ssandino changed the title [Admin Tool Feature]: Payment Panel (missing send SMS confirmation reminder) [Admin]: Payment Panel (missing send SMS confirmation reminder) Dec 6, 2024
@mkue mkue changed the title [Admin]: Payment Panel (missing send SMS confirmation reminder) [Admin]: Send notification SMS on payout Jan 22, 2025
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mkue commented Jan 22, 2025

#339

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