upon clicking the subscription list it will take to the details page
in the details page show order list
all the order under that subscription
show invoice list
all the invoices under that subscription
subscription created date
payment dates
next payment date
last payment datef[x’sd[p
payment method
service name
subscription number
client name
subscription fee
reminders sent when and how many
which reminder sent and when
coupons applied (if any)
Product Requirements Document (PRD): Subscription Details Page
PRD: Subscription Details
Objective
Enhance subscription management in Agency Handy by introducing a Subscription Details Page where users can access key subscription information, including orders, invoices, payments, client details, coupons, and an activity log. Users can view order and invoice details via redirection or a popup modal for better workflow efficiency.
Problem Statement
Currently, users can view a list of subscriptions but lack a structured way to access details. Navigating away from the page to view orders or invoices disrupts workflow. Additionally, there is no centralized log of subscription-related events, making it difficult to track reminders, payments, order status changes, and invoice updates.
Solution
Clicking on a subscription opens a detailed view with all relevant data. Users can view orders, invoices, payments, reminders, and activity logs. Order & Invoice Click Actions: Redirect to full details page OR View in a popup modal for quick access. A filterable Activity Log provides a full history of events related to the subscription. Key Features
Subscription Information
Status (Active, Inactive) Order History
Displays all orders linked to the subscription. Status (Completed, Pending, Ongoing, Review, cancelled) Open full order details page OR Open a popup modal with key order details. Invoice History
Displays all invoices related to the subscription. Open full invoice details page OR Open a popup modal with key invoice details. Upcoming Payment
Displays next payment amount and due date. Payment Method
Shows the current payment method (Stripe, PayPal, Manual). Option to update payment method. Coupons
Displays any applied coupons. Activity Log
Tracks all subscription-related events with timestamps. Event Type (Payments, Reminders, Order Updates, Invoice Updates) Date Range (Custom selection) Invoice Generated (Is this necessary? )(yes: for debugging, incase of user saying no invoice was created.) "Payment of [Amount] for Invoice ID [Invoice_ID] for Order ID [Order_ID] succeeded." This message indicates that a payment was successfully processed for a specific invoice and order. Payment Failure
"Payment of [Amount] for Invoice ID [Invoice_ID] for Order ID [Order_ID] failed with status code [Error_Code]: [Error_Description]." This message indicates that a payment attempt failed. The [Error_Code] and [Error_Description] provide reasons for failure (e.g., card_declined, insufficient_funds). Status codes and descriptions are in line with Stripe's error messaging.. 2. Reminder Sent
Message: "Payment reminder sent to Client [Client_Name] for this subscription." Details: This message indicates that a payment reminder has been sent to the client associated with the subscription. 3.Reminder Sent (invoice)
Message: "Payment reminder sent to Client [Client_Name] for invoice [invoice_id]." Details: This message indicates that a payment reminder has been sent to the client associated with this invoice. 4. Order Status Updated
Message: "Order status change: Order ID [Order_ID] status changed to [New_Status] by [User_Name]." Details: This message records changes in the status of an order, specifying the order ID, the new status (e.g., 'Completed', 'Pending'), and the user who made the change. 5. Invoice Generated
Message: "Invoice [Invoice_Number] generated for Subscription ID [Subscription_ID], Amount: [Amount]." Details: This message indicates that a new invoice has been created for the subscription, including the invoice number and amount. 6. Subscription Canceled
Message: "Subscription ID [Subscription_ID] canceled by [User_Name]." Details: This message denotes that the subscription was canceled, specifying the user responsible for the cancellation. Each log entry will include a timestamp to provide a chronological record of events, ensuring users can effectively track and manage subscription activities.
Edge Cases & Solutions
Large event logs → Hard to track key events → Implement filters & search Delayed log updates → Missing data → Ensure real-time logging Duplicate log entries → Repeated events → Prevent duplicate logging Failed payment disputes → Lack of visibility → Show failure reasons in logs Multiple reminders for the same invoice → User confusion → Show only the latest reminder, with an option to expand full history Acceptance Criteria
Users can click on orders and invoices to view details in a popup or be redirected. shows proper payment method shows proper payment amount Users can access a filterable Activity Log to track key subscription events. Data remains consistent and accurate across all sections. How This Version Is Coda-Friendly
Plain text formatting (no markdown symbols that may break formatting in Coda). Clear separation of sections with spacing. Easy-to-read bullet points and lists for structured information. Now you should be able to paste this directly into Coda without formatting issues! Let me know if you need any further adjustments.
References:
AgencyHandy
Subscription Details