PAY-658: Payout report view (#852)

* Add Payout reports topic, assets img folder and parent magento-payments folder

* Add Report information and Transaction types sections

* Clean up section headers and move content

* Fixed broken hash link

* Revise per PR comments

* Rework and rename per UI change

* Changed to Payouts terminology

* Revised per Andy review

* Remove mention of across providers per Hatinder

PAY-226: Magento Payments info architecture (#890)

* Add topics

* Add front matter to topics

* Add topics to sales.yml

* Work on navs menus

* Revise TOC, config yaml, etc for topics mock

PAY-744: Order payment status reports (#911)

* Add new Order payment status topic

* Complete topic

* Make edits per revision

* Add topic to sales.yml for TOC

* Remove transactions

* Apply suggestions from code review

Link revisions per Leslie review

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

PAY-850: Revise Payouts doc to reflect date picker changes (#979)

* Revise based on calendar/date picker changes and mechanism for specifying date range

* Revise month day format

* Change verbiage of customize timeframe

PAY-776: Onboarding Magento Payments topic (#1036)

* Add initial Prereqs, summary info to onboarding-payments.md

* Add initial Obtain API credentials and Configure Magento Services content to onboarding-payments.md

* Add more Configure Magento Services section content

* Add Set Magento Payments as payment method section content

* Add Enable live payments and Activate live payments sections

* Add view edit sandbox image, further clarifications on onboarding-payments.md page

* Add onboarding flow and related info

* Revise topic per Russ review, block out password in screenshot

* Revise topic per Igor review

* Final revision about enabling sandbox vs live payments

PAY-663: Payments overview topic (#1064)

* Move intro out of Onboarding and to overview page, add top and features content to overview

* Remove architecture mention and include link to onboarding from Get started section

* Add Support section

* Add more features

* Revision per Russ review

* Add Get extension section to Onboarding topic, revise wording of overview per Craig review

* Remove commented out text

* Comment out analytics dashboard line item in overview topic

* Remove style choices per Leslie review

* Fixing linting issues

Revise Onboarding flow diagram with new version (#1073)

PAY-621: Voids summary (#1080)

* Brainstorming content

* Add overview information about Magento void functionality

* Rework text per Ian and Craig review

* Update src/magento-payments/voids.md

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Update voids.md with links to documentation

Add Security sections and more intro info

Add Order recalc section info

Minor changes per review

Minor wording change

Wording change per Igor review

Add info about order recalc per Igor

Update src/magento-payments/payments-options.md

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Reword Order recalculation section to be more accurate

Ad Pay Now button to payments-options.md

Add Messaging section to Pay Later in Payments options topic, add PayPal Smart Buttons and Config sections to Configure payments topic

Remove errant text

Revisions per Craig and Igor review

Fix weird spacing issue

Generalize Pay Later messaging and options

Add note about amounts subject to change

Apply suggestions from code review

Editorial review feedback from Leslie

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Add info about PP not passing billing address during checkout to payments-options.md

Add warning note about revoking Commerce Payments for processing payments in managing-payments.md and onboarding-payments.md

Add info that this is done in PP settings

Revision per Ian review

Added revision to other page

Add content for Refunds topic

Clarifying changes to the Credit memos topic

Add clarifying information to the revoke consent to Commerce Payments warnings

Add Refund workflow section to Credit memos topic, add necessry info to new Refunds topic

Reorganize Refund method section of credit memos to be clearer

Fix spelling error

Clarify account credit and reorganize in Credit memos topic

Remove content from note on two pages

Apply suggestions from code review

Review from Leslie

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Start adding install extension content before moving it to DevDocs

Add link to DevDocs in Installing payments topic

Remove extra heading from Installing payments

Move Installing extension topic to child of Onboarding topic

Revisions per Leslie review

Replaced Magento Services w/Commerce Services in Onboarding payments topic

Replaced Magento Services w/Commerce Services in Payments top level topic

Link fixes

Terminology changes and Leslie review revisions

Add Checkout from product page section to Payments options topic

Add PayPal button section to Payments options

Fix trailing spaces error

Revisions per Oleksandr review

Minor wording change

Revisions per Igor review

Revise Onboarding payments topic per Admin UI changes

Minor revisino to Onboarding payments

Fixed error in Admin navigation string

Apply suggestions from code review

Co-authored-by: Erik Marr <45772211+erikmarr@users.noreply.github.com>

Add Availability section to Payments overview about availability for supported versions

Add Config options table for Configure PayPal Smart Buttons

Add Config options table for Configure Credit Card FIelds

Add Security section to Credit Card Fields

Add General Configuration config section to be completed later and verbiage communicating that pay options config applies to the environment selected in that config

Revisions per Leslie review

Add Test in sandbox environment section, add Test in production section and related content

Revise testing topic name in TOC, move testing into to Testing and validating topic, include links in onboarding to relevant info

Add testing step to Onboarding topic

Rename Get extension section to be more accurate

Revision per Russ review

Revise configure info in Onboarding payments topic

Revise configure info in Configure payments topic, add General configuration sections

Clarify production and sandbox merchant ID use

Clarify Method config options per Ian review

Formatting and heading changes per Leslie review

Change TOCs and folder name

Change naming/branding in all current topics

Changes per Igor review

Remove existing magento-payments directory

Clarify warning on Managing payments topic

Remove Magento from Admin mention in Payments Services top-level topic

Add order-to-cash.md topic, Data export info, make changes to Payouts topic

Change topic name and rejigger order-payment-status.md to be the Order payment status report topic

Spelling grammar change

Update column descriptions for Order payment status

Add info about the data export and how to manually complete the steps

Fix typo

Revise top level page to be more apt, minimize smart buttons copy

Remove Fraud topic and move PCI info for buttons to PCI compliance topic

Fix linting issue

Update src/payment-services/payments-options.md

Co-authored-by: Leslie Tilling <leslietilling@users.noreply.github.com>

Update column descriptions for Payouts statuses

Remove extra space

Change Magento to Commerce for order and transaction ID mentions

Review revisions

Accuracy change

Move technical content to DevDocs PR and revise Configure data export section

Remove old onboarding flow images, added new simplified one to Payment Services overview topic

Move onboarding flow to onboarding topic, re-add missing image file

Revise instructions and column descriptions per recent changes in parent issue

Clean up payments.md topic

Clean up payments-options.md

Clean up onboarding-payments.md

Clean up configuring-payments.md

Clean up payouts.md

Clean up order-payment-status.md

Clean up financial-reporting.md

Clean up managing-payments.md

Clean up pci.md

Add minor info to security.md

Add info and cleanup testing-validation.md

Add EAP banner to pages

Revisions per Dima review

Revision leftover

Change main page name to index.md and fix related links

Revisions per review, change to non-gerund titles and fix links

Add Select data source section to the Order payment status topic

Add Select data source section to the Payouts topic

Revisions per Randy Oleksandr review, add note about onboarding live to get reports

Fix broken links

Author: shrielenee

_config.yml

@@ -146,6 +146,11 @@ defaults:
       path: payment
     values:
       group: sales
+  -
+    scope:
+      path: magento-payments
+    values:
+      group: sales
   -
     scope:
       path: configuration

src/_data/main-nav.yml

@@ -159,6 +159,9 @@
   - label: Payments
     url: /payment/payments.html
 
+  - label: Payment Services
+    url: /payment-services/index.html
+
   - label: Delivery
     url: /shipping/delivery.html
 

src/_data/toc/sales.yml

@@ -239,6 +239,39 @@ pages:
       url: "/payment/zero-subtotal-checkout.html"
   - label: Fraud Protection
     url: "/sales/fraud-protection.html"
+- label: Payment Services
+  url: "/payment-services/index.html"
+  children:
+  - label: Payment options
+    url: "/payment-services/payments-options.html"
+  - label: Onboard Payment Services
+    url: "/payment-services/onboard-payments.html"
+    children:
+    - label: Install Payment Services
+      url: "/payment-services/install-payments.html"
+  - label: Configure Payment Services
+    url: "/payment-services/configure-payments.html"
+  - label: Financial reporting
+    url: "/payment-services/financial-reporting.html"
+    children:
+    - label: Payouts report
+      url: "/payment-services/payouts.html"
+    - label: Order payment status report
+      url: "/payment-services/order-payment-status.html"
+  - label: Manage payments
+    url: "/payment-services/manage-payments.html"
+    children:
+    - label: Refunds
+      url: "/payment-services/refunds.html"
+    - label: Voids
+      url: "/payment-services/voids.html"
+  - label: Security
+    url: "/payment-services/security.html"
+    children:
+    - label: PCI compliance
+      url: "/payment-services/pci.html"
+  - label: Test and validate
+    url: "/payment-services/test-validate.html"
 - label: Delivery
   url: "/shipping/delivery.html"
   children:

src/_includes/layout/page-header.html

@@ -1,7 +1,16 @@
 <!-- page-header -->
 <section class="page-intro">
-   {% include layout/edition-callout.html %}
-   <h1 class="page-title">{{ page.title }}</h1>
-   {% include layout/github-links.html %}
-   </section>
-   
+  
+  <h1 class="page-title">{{ page.title }}</h1>
+
+  {% include layout/github-links.html %}
+
+  {% include layout/edition-callout.html %}
+
+  {% if page.url contains "payment-services/" %}
+  <div class="message-banner">
+    This Payment Services functionality is available for Early Access Program (EAP) participants only.
+  </div>
+  {% endif %}
+
+</section>