Difference between revisions of "New Signup"
From Freeside
(→Customer-specific signup customization #2) |
(→Implementation spec) |
||
(3 intermediate revisions by the same user not shown) | |||
Line 5: | Line 5: | ||
==Enhancements to current signup== | ==Enhancements to current signup== | ||
− | * Update the "Billing information" section of the signup page like the backoffice customer add/edit screen - use | + | * Update the "Billing information" section of the signup page like the backoffice customer add/edit screen - use HTML::Widgets::SelectLayers to display different sections for each billing type. |
* Allow a list of additional (just svc_acct, for now) services besides the primary to be entered. | * Allow a list of additional (just svc_acct, for now) services besides the primary to be entered. | ||
Line 19: | Line 19: | ||
* The CVV2 filed is NOT Required | * The CVV2 filed is NOT Required | ||
− | ==Customer-specific signup customizaiton # | + | ==Customer-specific signup customizaiton #2== |
+ | |||
+ | === Customer overview === | ||
Basically just need to order 1-2 (N?) additional packages, probably service-less. Each should have a package class that controls which packages are listed, I guess. | Basically just need to order 1-2 (N?) additional packages, probably service-less. Each should have a package class that controls which packages are listed, I guess. | ||
Line 26: | Line 28: | ||
* Third Package option for Additional products....cable, routers...so on. | * Third Package option for Additional products....cable, routers...so on. | ||
+ | |||
+ | === Implementation spec === | ||
+ | |||
+ | * Take a look at package classes (Configuration | Provisioning, Services and packages | View/Edit package classes). | ||
+ | * Add two new configuration values to Conf.pm: signup_server-classnum2 and signup_server-classnum3. These would each point to a specific pkg_class record. (ideally this would be 1-N at some point, so if the rest of the code was ready when it becomes easier to specify 1-N values in the config, that'd be great). | ||
+ | * Add two package selections to the signup page in addition to the "First package" on there now. They should only display if there's a corresponding classnum defined. | ||
+ | * Each of the additional package selections should only show the packages in the corresponding class. There is no need for a svc_acct service (or any service) to be provisioned like the "First package". | ||
+ | * The signup process should order the additional packages when selected, etc. (Selecting additonal packages should be optional) | ||
==Customer requirements that still need spec clarification== | ==Customer requirements that still need spec clarification== |
Latest revision as of 07:48, 31 August 2006
Contents
Random (not much) help
Backoffice side of the signup lives at FS/FS/ClientAPI/Signup.pm
Enhancements to current signup
- Update the "Billing information" section of the signup page like the backoffice customer add/edit screen - use HTML::Widgets::SelectLayers to display different sections for each billing type.
- Allow a list of additional (just svc_acct, for now) services besides the primary to be entered.
Customer-specific signup customization #1
These should have configuration values in the backend (Conf.pm), passed in with the rest of the signup_info
- The postal mail invoice need to be removed - not an option.
- Email invoice needs to be a required field.
- The CVV2 filed is NOT Required
Customer-specific signup customizaiton #2
Customer overview
Basically just need to order 1-2 (N?) additional packages, probably service-less. Each should have a package class that controls which packages are listed, I guess.
- Second Package option for the Modem rental or Purchase.....Required
- Third Package option for Additional products....cable, routers...so on.
Implementation spec
- Take a look at package classes (Configuration | Provisioning, Services and packages | View/Edit package classes).
- Add two new configuration values to Conf.pm: signup_server-classnum2 and signup_server-classnum3. These would each point to a specific pkg_class record. (ideally this would be 1-N at some point, so if the rest of the code was ready when it becomes easier to specify 1-N values in the config, that'd be great).
- Add two package selections to the signup page in addition to the "First package" on there now. They should only display if there's a corresponding classnum defined.
- Each of the additional package selections should only show the packages in the corresponding class. There is no need for a svc_acct service (or any service) to be provisioned like the "First package".
- The signup process should order the additional packages when selected, etc. (Selecting additonal packages should be optional)
Customer requirements that still need spec clarification
- The packages need to be more descriptive.....ie Essential Breeze, $14,99 / 200kb....Could pull the name out of the database also.
- Make sure the template has Auto bill credit card check..(by default). setting signup_server-payby to CARD and not DCRD in the backend should have done this...