Details

    • Type: Story
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 4.11.0-b1
    • Component/s: Plugins
    • Labels:
      None

      Description

      Once orders have been placed and matured, the affiliate can request a payout. Admins will be notified, and can respond to the request.

      Client Interface

      1. When a client visits their Affiliate page, they should have the option to request a withdrawal (subject to the configured settings limiting withdrawals)
        • Some consideration may need to be made about withdrawal requests so that the affiliate cannot repeatedly request the maximum amount even though it could only be fulfilled once. TBD The simple solution is to allow only 1 payment request at a time
      2. An email should be sent to admins about the withdrawal request submission, and it should be recorded for view by admins
      3. Simultaneously, an email should also be sent to the client about the withdrawal request being received

      Staff Interface

      1. Any withdrawal requests should be visible on the Clients > Affiliates page under the second tab regarding Payouts
        • Any payout requests should be listed, past or present, along with their status. They can be categorized under Pending/Approved/Declined links
      2. Staff should be able to modify the payout request and change values
        • They can change the withdrawal amount/currency, and set the status
        • If marked approved, the payout request will be deemed "fulfilled", and the withdrawal amount will be decremented from the affiliate's available running total
          • Note: ensure the currency is accurate or currency-conversion takes place on the amount

        Activity

        tyson Tyson Phillips (Inactive) created issue -
        tyson Tyson Phillips (Inactive) made changes -
        Field Original Value New Value
        Epic Link CORE-3356 [ 14585 ]
        tyson Tyson Phillips (Inactive) made changes -
        Rank Ranked higher
        tyson Tyson Phillips (Inactive) made changes -
        Rank Ranked lower
        tyson Tyson Phillips (Inactive) made changes -
        Story Points 13
        admin Paul Phillips made changes -
        Description Once orders have been placed and matured, the affiliate can request a payout. Admins will be notified, and can respond to the request.

        Client Interface
        # When a client visits their Affiliate page, they should have the option to request a withdrawal (subject to the configured settings limiting withdrawals)
        #* Some consideration may need to be made about withdrawal requests so that the affiliate cannot repeatedly request the maximum amount even though it could only be fulfilled once. TBD
        # An email should be sent to admins about the withdrawal request submission, and it should be recorded for view by admins
        # Simultaneously, an email should also be sent to the client about the withdrawal request being received

        Staff Interface
        # Any withdrawal requests should be visible on the Clients > Affiliates page under the second tab regarding Payouts
        #* Any payout requests should be listed, past or present, along with their status. They can be categorized under Pending/Approved/Declined links
        # Staff should be able to modify the payout request and change values
        #* They can change the withdrawal amount/currency, and set the status
        #* If marked approved, the payout request will be deemed "fulfilled", and the withdrawal amount will be decremented from the affiliate's available running total
        #** Note: ensure the currency is accurate or currency-conversion takes place on the amount
        Once orders have been placed and matured, the affiliate can request a payout. Admins will be notified, and can respond to the request.

        Client Interface
        # When a client visits their Affiliate page, they should have the option to request a withdrawal (subject to the configured settings limiting withdrawals)
        #* Some consideration may need to be made about withdrawal requests so that the affiliate cannot repeatedly request the maximum amount even though it could only be fulfilled once. TBD *The simple solution is to allow only 1 payment request at a time*
        # An email should be sent to admins about the withdrawal request submission, and it should be recorded for view by admins
        # Simultaneously, an email should also be sent to the client about the withdrawal request being received

        Staff Interface
        # Any withdrawal requests should be visible on the Clients > Affiliates page under the second tab regarding Payouts
        #* Any payout requests should be listed, past or present, along with their status. They can be categorized under Pending/Approved/Declined links
        # Staff should be able to modify the payout request and change values
        #* They can change the withdrawal amount/currency, and set the status
        #* If marked approved, the payout request will be deemed "fulfilled", and the withdrawal amount will be decremented from the affiliate's available running total
        #** Note: ensure the currency is accurate or currency-conversion takes place on the amount
        admin Paul Phillips made changes -
        Fix Version/s 4.9.0 [ 11306 ]
        Fix Version/s 4.9.0-b1 [ 11301 ]
        admin Paul Phillips made changes -
        Fix Version/s 4.10.0-b1 [ 11305 ]
        Fix Version/s 4.9.0 [ 11306 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 4.11.0 Sprint 1 [ 108 ]
        jonathan Jonathan Reissmueller made changes -
        Fix Version/s 4.11.0-b1 [ 11401 ]
        Fix Version/s 4.10.0-b1 [ 11305 ]
        jonathan Jonathan Reissmueller made changes -
        Assignee Abdy Franco [ abdy ]
        Automated transition triggered when Abdy Franco created a branch in Stash -
        Status Open [ 1 ] In Progress [ 3 ]
        abdy Abdy Franco made changes -
        Remaining Estimate 0 minutes [ 0 ]
        Time Spent 6 hours, 54 minutes [ 24840 ]
        Worklog Id 13606 [ 13606 ]
        abdy Abdy Franco made changes -
        Time Spent 6 hours, 54 minutes [ 24840 ] 1 day, 6 hours, 6 minutes [ 50760 ]
        Worklog Id 13611 [ 13611 ]
        Automated transition triggered when Abdy Franco created pull request #147 in Stash -
        Status In Progress [ 3 ] In Review [ 5 ]
        Resolution Fixed [ 1 ]
        abdy Abdy Franco made changes -
        Time Spent 1 day, 6 hours, 6 minutes [ 50760 ] 2 days, 6 hours, 9 minutes [ 79740 ]
        Worklog Id 13614 [ 13614 ]
        abdy Abdy Franco made changes -
        Security Private [ 10000 ]
        jonathan Jonathan Reissmueller made changes -
        Time Spent 2 days, 6 hours, 9 minutes [ 79740 ] 3 days, 41 minutes [ 88860 ]
        Worklog Id 13621 [ 13621 ]
        abdy Abdy Franco made changes -
        Time Spent 3 days, 41 minutes [ 88860 ] 3 days, 3 hours, 9 minutes [ 97740 ]
        Worklog Id 13624 [ 13624 ]
        jonathan Jonathan Reissmueller made changes -
        Time Spent 3 days, 3 hours, 9 minutes [ 97740 ] 3 days, 4 hours, 8 minutes [ 101280 ]
        Worklog Id 13627 [ 13627 ]
        abdy Abdy Franco made changes -
        Time Spent 3 days, 4 hours, 8 minutes [ 101280 ] 3 days, 4 hours, 9 minutes [ 101340 ]
        Worklog Id 13630 [ 13630 ]
        abdy Abdy Franco made changes -
        Time Spent 3 days, 4 hours, 9 minutes [ 101340 ] 3 days, 4 hours, 14 minutes [ 101640 ]
        Worklog Id 13634 [ 13634 ]
        Automated transition triggered when Jonathan Reissmueller merged pull request #147 in Stash -
        Status In Review [ 5 ] Closed [ 6 ]

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            tyson Tyson Phillips (Inactive)
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              10/Jul/20

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
              Not Specified
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 3 days, 4 hours, 14 minutes
              3d 4h 14m

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