SIT-13150: Apply Credits to Single Purchase

How to Use This Feature

Apply Credits Feature Summary

Overview

The Apply Credits feature allows admins to apply an account credit to a single event purchase.

Behavior

  • On page load:
  • + Ensure customer name comes before customer email

  • On type customer name:
  • + Display drop down list and filter results as you type

    + Show customer first and last name on H1, and email on H2

  • On select customer from list:
  • + Populate remaining inputs with customer info

    + Display account credit balance if available

  • On select Apply Account Credits:
  • + Allow selection of credits (deposit, refund, or create reason)

    + Validate event name, ticket type, and deposit amount for deposits

    + Show amount refunded and date of refund for refunds

  • On click Enter Amount:
  • + Allow admin to enter a flat value

    + Validate that the value does not exceed available account credit balance

  • On selecting/entering credits:
  • + Activate Apply Credits button

    + Populate line items with selected amount and maximum applicable amount

  • On click apply credits button:
  • + Re-containerize the button

    + Populate credits applied line item under order summary

    Transaction Handling

  • If successful:
  • + Apply account credits to transaction

    + Update customer's account credit balance

  • If transaction after credit applied is <0:
  • + Log transaction (even if it fails)

  • If transaction failed:
  • + Reset account credits to customer profile

    Images and Designs

    🔗 figma-1767209480733-0.png - View Design
    https://www.figma.com/board/cUCAQQQgCx9uAvVxaXTYPk/Group-Deposits?node-id=0-1&p=f&t=VfJ91wW72Thwd8n9-0|https://www.figma.com/board/cUCAQQQgCx9uAvVxaXTYPk/Group-Deposits?node-id=0-1&p=f&t=VfJ91wW72Thwd8n9-0|smart-link]
    🔗 figma-1767209480733-1.png - View Design
    https://www.figma.com/make/Du82KC7OGBk2JhkOvSMcq7/Apply-Credits-Flow?fullscreen=1]

    Additional Information

    Status: Deployed
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