| 2017-05-04 21:05:27 |
Kathy Lussier |
bug |
|
|
added bug |
| 2017-05-05 00:30:51 |
Kathy Lussier |
description |
NOBLE has made some custom changes to the public catalog screens used for paying by credit card, and we would like to move some of these changes into the core code.
I'm sharing screenshots and highlighting some of the specific changes before they begin moving the code into a git branch. We're trying to get a handle on what should be moved into core for general use and what should remain custom in our own catalog.
Below are screenshots from the initial account summary screen
Stock:
http://www.screencast.com/t/nC1NwXtkctZs
http://www.screencast.com/t/r0M1I3DiNPVW
Proposed changes:
http://www.screencast.com/t/nvZqvN68SLH
http://www.screencast.com/t/TAsy4SXu4Zk
* The upper part of the screen displays a graphic with credit card logos, which provides a clear visual cue that the user can pay by credit card (and also lets them know which credit cards are accepted). It's a graphic that could be replaced by Evergreen sites if they accept a different set of credit cards.
* We also add a new 'View Charges' button because the charges often display 'below the fold' on this screen, particularly when using a mobile device.
* In the list of charges, we remove the checkout date and author from the table because they didn't seem to be critical pieces of information for the purposes of viewing a bill.
* We also removed the (fines accruing) text for titles that are still checked out because we didn't think that information was particularly useful for users.
* Date Returned is renamed as Returned/Renewed since the date listed here is sometimes the date that a particular overdue item was renewed.
* We also added a Billing Type column so that the user know why they were charged.
* We tried to make the other fees/charges section more similar to the fines section and also removed fields we didn't think were necessary for the user to see (Last Payment Time, Initial Amount Owed, Total Amount Paid). We also added the Note field to provide further explanation on why the user was charged.
* Also note that we've changed the order of the columns so that the select box, total owed, and "pay" button are on the left. This order seemed to fit better with the convention we see on other web sites.
* We're also recommending a label change from fines/fees to charges. The stock Fines section includes a mix of overdue fines, lost book fees, damage fees, etc. The word 'charge' is a label that covers all of the different types of fines/fees that appear here.
* Although the screenshot also shows the removal of the Payments tab, we are not planning to submit that change to the community for inclusion in the core code.
Screenshots of the credit card entry screens are below:
Stock:
http://www.screencast.com/t/Eu9O36HcYLi
Proposed:
http://www.screencast.com/t/STah4ob1N
* With the proposed changes, the billing and credit card information are split into different columns and wrap as expected when viewed on mobile.
* The month selector also displays the numeric value for the month along with the name. The number is what displays on the credit card, and providing the number here may be easier for users.
* We also removed the block that displays the details of the charges. Instead, we'll see it on the next screen where user confirms the charge. The block wasn't wrapping properly on mobile devices, and its placement on the confirmation page is consistent with what we see on other online shopping sites.
The before and after for the confirmation page can be seen here:
Stock:
http://www.screencast.com/t/FgTedoGUAQfn
Proposed:
http://www.screencast.com/t/5KXj4fieUA7m
The final proposed changes can be seen in the receipt that's generated after payment is made. These changes provide a cleaner display and also address an issue with numbering.
Stock:
http://www.screencast.com/t/4kcnjh7tgsAY
Proposed:
http://www.screencast.com/t/7KhCgTZGU
We do not plan to include the change to the date format because it assumes a mm/dd/yyyy is desired, which may not be true for all Evergreen sites. Since this formatting comes from an action trigger, we'll include the changes in the seed data, but I don't think we should include it in an upgrade script because there are probably sites out there that have already customized their receipts.
As of now, I'm looking for feedback to see if any of these proposed changes are things that should not be included in core when we submit a branch.
Also, just adding a note that when I said 'we' in all the above comments, I mean several clever people at NOBLE who do not include me, but I do support getting these changes into master. |
NOBLE has made some custom changes to the public catalog screens used for paying by credit card, and we would like to move some of these changes into the core code.
I'm sharing screenshots and highlighting some of the specific changes before they begin moving the code into a git branch. We're trying to get a handle on what should be moved into core for general use and what should remain custom in our own catalog.
Below are screenshots from the initial account summary screen
Stock:
http://www.screencast.com/t/nC1NwXtkctZs
http://www.screencast.com/t/r0M1I3DiNPVW
Proposed changes:
http://www.screencast.com/t/nvZqvN68SLH
http://www.screencast.com/t/ZK19YpWFHH
* The upper part of the screen displays a graphic with credit card logos, which provides a clear visual cue that the user can pay by credit card (and also lets them know which credit cards are accepted). It's a graphic that could be replaced by Evergreen sites if they accept a different set of credit cards.
* We also add a new 'View Charges' button because the charges often display 'below the fold' on this screen, particularly when using a mobile device.
* In the list of charges, we remove the checkout date and author from the table because they didn't seem to be critical pieces of information for the purposes of viewing a bill.
* We also removed the (fines accruing) text for titles that are still checked out because we didn't think that information was particularly useful for users.
* Date Returned is renamed as Returned/Renewed since the date listed here is sometimes the date that a particular overdue item was renewed.
* We also added a Billing Type column so that the user know why they were charged.
* We tried to make the other fees/charges section more similar to the fines section and also removed fields we didn't think were necessary for the user to see (Last Payment Time, Initial Amount Owed, Total Amount Paid). We also added the Note field to provide further explanation on why the user was charged.
* Also note that we've changed the order of the columns so that the select box, total owed, and "pay" button are on the left. This order seemed to fit better with the convention we see on other web sites.
* We're also recommending a label change from fines/fees to charges. The stock Fines section includes a mix of overdue fines, lost book fees, damage fees, etc. The word 'charge' is a label that covers all of the different types of fines/fees that appear here.
* Although the screenshot also shows the removal of the Payments tab, we are not planning to submit that change to the community for inclusion in the core code.
Screenshots of the credit card entry screens are below:
Stock:
http://www.screencast.com/t/Eu9O36HcYLi
Proposed:
http://www.screencast.com/t/STah4ob1N
* With the proposed changes, the billing and credit card information are split into different columns and wrap as expected when viewed on mobile.
* The month selector also displays the numeric value for the month along with the name. The number is what displays on the credit card, and providing the number here may be easier for users.
* We also removed the block that displays the details of the charges. Instead, we'll see it on the next screen where user confirms the charge. The block wasn't wrapping properly on mobile devices, and its placement on the confirmation page is consistent with what we see on other online shopping sites.
The before and after for the confirmation page can be seen here:
Stock:
http://www.screencast.com/t/FgTedoGUAQfn
Proposed:
http://www.screencast.com/t/5KXj4fieUA7m
The final proposed changes can be seen in the receipt that's generated after payment is made. These changes provide a cleaner display and also address an issue with numbering.
Stock:
http://www.screencast.com/t/4kcnjh7tgsAY
Proposed:
http://www.screencast.com/t/7KhCgTZGU
We do not plan to include the change to the date format because it assumes a mm/dd/yyyy is desired, which may not be true for all Evergreen sites. Since this formatting comes from an action trigger, we'll include the changes in the seed data, but I don't think we should include it in an upgrade script because there are probably sites out there that have already customized their receipts.
As of now, I'm looking for feedback to see if any of these proposed changes are things that should not be included in core when we submit a branch.
Also, just adding a note that when I said 'we' in all the above comments, I mean several clever people at NOBLE who do not include me, but I do support getting these changes into master. |
|
| 2017-05-05 00:32:14 |
Kathy Lussier |
description |
NOBLE has made some custom changes to the public catalog screens used for paying by credit card, and we would like to move some of these changes into the core code.
I'm sharing screenshots and highlighting some of the specific changes before they begin moving the code into a git branch. We're trying to get a handle on what should be moved into core for general use and what should remain custom in our own catalog.
Below are screenshots from the initial account summary screen
Stock:
http://www.screencast.com/t/nC1NwXtkctZs
http://www.screencast.com/t/r0M1I3DiNPVW
Proposed changes:
http://www.screencast.com/t/nvZqvN68SLH
http://www.screencast.com/t/ZK19YpWFHH
* The upper part of the screen displays a graphic with credit card logos, which provides a clear visual cue that the user can pay by credit card (and also lets them know which credit cards are accepted). It's a graphic that could be replaced by Evergreen sites if they accept a different set of credit cards.
* We also add a new 'View Charges' button because the charges often display 'below the fold' on this screen, particularly when using a mobile device.
* In the list of charges, we remove the checkout date and author from the table because they didn't seem to be critical pieces of information for the purposes of viewing a bill.
* We also removed the (fines accruing) text for titles that are still checked out because we didn't think that information was particularly useful for users.
* Date Returned is renamed as Returned/Renewed since the date listed here is sometimes the date that a particular overdue item was renewed.
* We also added a Billing Type column so that the user know why they were charged.
* We tried to make the other fees/charges section more similar to the fines section and also removed fields we didn't think were necessary for the user to see (Last Payment Time, Initial Amount Owed, Total Amount Paid). We also added the Note field to provide further explanation on why the user was charged.
* Also note that we've changed the order of the columns so that the select box, total owed, and "pay" button are on the left. This order seemed to fit better with the convention we see on other web sites.
* We're also recommending a label change from fines/fees to charges. The stock Fines section includes a mix of overdue fines, lost book fees, damage fees, etc. The word 'charge' is a label that covers all of the different types of fines/fees that appear here.
* Although the screenshot also shows the removal of the Payments tab, we are not planning to submit that change to the community for inclusion in the core code.
Screenshots of the credit card entry screens are below:
Stock:
http://www.screencast.com/t/Eu9O36HcYLi
Proposed:
http://www.screencast.com/t/STah4ob1N
* With the proposed changes, the billing and credit card information are split into different columns and wrap as expected when viewed on mobile.
* The month selector also displays the numeric value for the month along with the name. The number is what displays on the credit card, and providing the number here may be easier for users.
* We also removed the block that displays the details of the charges. Instead, we'll see it on the next screen where user confirms the charge. The block wasn't wrapping properly on mobile devices, and its placement on the confirmation page is consistent with what we see on other online shopping sites.
The before and after for the confirmation page can be seen here:
Stock:
http://www.screencast.com/t/FgTedoGUAQfn
Proposed:
http://www.screencast.com/t/5KXj4fieUA7m
The final proposed changes can be seen in the receipt that's generated after payment is made. These changes provide a cleaner display and also address an issue with numbering.
Stock:
http://www.screencast.com/t/4kcnjh7tgsAY
Proposed:
http://www.screencast.com/t/7KhCgTZGU
We do not plan to include the change to the date format because it assumes a mm/dd/yyyy is desired, which may not be true for all Evergreen sites. Since this formatting comes from an action trigger, we'll include the changes in the seed data, but I don't think we should include it in an upgrade script because there are probably sites out there that have already customized their receipts.
As of now, I'm looking for feedback to see if any of these proposed changes are things that should not be included in core when we submit a branch.
Also, just adding a note that when I said 'we' in all the above comments, I mean several clever people at NOBLE who do not include me, but I do support getting these changes into master. |
NOBLE has made some custom changes to the public catalog screens used for paying by credit card, and we would like to move some of these changes into the core code.
I'm sharing screenshots and highlighting some of the specific changes before they begin moving the code into a git branch. We're trying to get a handle on what should be moved into core for general use and what should remain custom in our own catalog.
Below are screenshots from the initial account summary screen
Stock:
http://www.screencast.com/t/nC1NwXtkctZs
http://www.screencast.com/t/r0M1I3DiNPVW
Proposed changes:
http://www.screencast.com/t/ZK19YpWFHH
http://www.screencast.com/t/TAsy4SXu4Zk
* The upper part of the screen displays a graphic with credit card logos, which provides a clear visual cue that the user can pay by credit card (and also lets them know which credit cards are accepted). It's a graphic that could be replaced by Evergreen sites if they accept a different set of credit cards.
* We also add a new 'View Charges' button because the charges often display 'below the fold' on this screen, particularly when using a mobile device.
* In the list of charges, we remove the checkout date and author from the table because they didn't seem to be critical pieces of information for the purposes of viewing a bill.
* We also removed the (fines accruing) text for titles that are still checked out because we didn't think that information was particularly useful for users.
* Date Returned is renamed as Returned/Renewed since the date listed here is sometimes the date that a particular overdue item was renewed.
* We also added a Billing Type column so that the user know why they were charged.
* We tried to make the other fees/charges section more similar to the fines section and also removed fields we didn't think were necessary for the user to see (Last Payment Time, Initial Amount Owed, Total Amount Paid). We also added the Note field to provide further explanation on why the user was charged.
* Also note that we've changed the order of the columns so that the select box, total owed, and "pay" button are on the left. This order seemed to fit better with the convention we see on other web sites.
* We're also recommending a label change from fines/fees to charges. The stock Fines section includes a mix of overdue fines, lost book fees, damage fees, etc. The word 'charge' is a label that covers all of the different types of fines/fees that appear here.
* Although the screenshot also shows the removal of the Payments tab, we are not planning to submit that change to the community for inclusion in the core code.
Screenshots of the credit card entry screens are below:
Stock:
http://www.screencast.com/t/Eu9O36HcYLi
Proposed:
http://www.screencast.com/t/STah4ob1N
* With the proposed changes, the billing and credit card information are split into different columns and wrap as expected when viewed on mobile.
* The month selector also displays the numeric value for the month along with the name. The number is what displays on the credit card, and providing the number here may be easier for users.
* We also removed the block that displays the details of the charges. Instead, we'll see it on the next screen where user confirms the charge. The block wasn't wrapping properly on mobile devices, and its placement on the confirmation page is consistent with what we see on other online shopping sites.
The before and after for the confirmation page can be seen here:
Stock:
http://www.screencast.com/t/FgTedoGUAQfn
Proposed:
http://www.screencast.com/t/5KXj4fieUA7m
The final proposed changes can be seen in the receipt that's generated after payment is made. These changes provide a cleaner display and also address an issue with numbering.
Stock:
http://www.screencast.com/t/4kcnjh7tgsAY
Proposed:
http://www.screencast.com/t/7KhCgTZGU
We do not plan to include the change to the date format because it assumes a mm/dd/yyyy is desired, which may not be true for all Evergreen sites. Since this formatting comes from an action trigger, we'll include the changes in the seed data, but I don't think we should include it in an upgrade script because there are probably sites out there that have already customized their receipts.
As of now, I'm looking for feedback to see if any of these proposed changes are things that should not be included in core when we submit a branch.
Also, just adding a note that when I said 'we' in all the above comments, I mean several clever people at NOBLE who do not include me, but I do support getting these changes into master. |
|
| 2017-08-10 13:22:23 |
Suzanne Paterno |
bug |
|
|
added subscriber Suzanne Paterno |
| 2017-08-10 15:40:09 |
Kathy Lussier |
evergreen: assignee |
|
Suzanne Paterno (paterno) |
|
| 2017-08-16 13:10:26 |
Suzanne Paterno |
tags |
myaccount opac |
myaccount opac pullrequest |
|
| 2017-08-30 13:56:10 |
Galen Charlton |
evergreen: assignee |
Suzanne Paterno (paterno) |
|
|
| 2017-08-30 13:56:14 |
Galen Charlton |
evergreen: status |
New |
Confirmed |
|
| 2017-09-01 18:11:05 |
Galen Charlton |
evergreen: milestone |
|
3.0-alpha |
|
| 2017-09-01 18:11:10 |
Galen Charlton |
evergreen: assignee |
|
Galen Charlton (gmc) |
|
| 2017-09-01 19:09:15 |
Galen Charlton |
evergreen: status |
Confirmed |
Fix Committed |
|
| 2017-09-01 19:09:18 |
Galen Charlton |
evergreen: assignee |
Galen Charlton (gmc) |
|
|
| 2017-09-05 20:55:54 |
Cesar V |
bug |
|
|
added subscriber Cesar V |
| 2017-09-07 00:47:02 |
Evergreen Bug Maintenance |
evergreen: status |
Fix Committed |
Fix Released |
|
| 2017-10-09 14:31:48 |
Cesar V |
tags |
myaccount opac pullrequest |
myaccount opac pullrequest signedoff |
|
