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94 lines
4.6 KiB
Markdown
94 lines
4.6 KiB
Markdown
# Applying Default Configuration After Onboarding
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The `OnboardingProfile` has a property named `setup_done`, which indicated whether the default
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configuration was set up.
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### `OnboardingProfile::is_setup_done()`
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This flag indicated, whether the default plugin configuration was applied or not.
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It's set to true after the merchant's authentication attempt was successful, and settings were
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adjusted.
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The only way to reset this flag, is to enable the "**Start Over**" toggle and disconnecting the
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merchant:
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https://example.com/wp-admin/admin.php?page=wc-settings&tab=checkout§ion=ppcp-gateway&panel=settings#disconnect-merchant
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### `class SettingsDataManager`
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The `SettingsDataManager` service is responsible for applying all defaults options at the end of the
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onboarding process.
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### `SettingsDataManager::set_defaults_for_new_merchant()`
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This method expects a DTO argument (`ConfigurationFlagsDTO`) that provides relevant details about
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the merchant and onboarding choices.
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It verifies, if default settings were already applied (by checking the
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`OnboardingProfile::is_setup_done()` state). If not done yet, the DTO object is inspected to
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initialize the plugin's configuration, before marking the `setup_done` flag as completed.
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## Default Settings Matrix
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### Decision Flags
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- **Country**: The merchant country.
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- According to PayPal settings, not the WooCommerce country
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- Test case: Set Woo country to Germany and sign in with a US merchant account; this should
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trigger the "Country: US" branches below.
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- **Seller Type**: Business or Casual.
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- According to PayPal, not the onboarding choice
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- Test case: Choose "Personal" during onboarding but log in with a business account; this should
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trigger the "Account: Business" branches below.
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- **Subscriptions**: An onboarding choice on the "Products" screen.
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- **Cards**: An onboarding choice, on the "Checkout Options" screen.
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- Refers to the first option on the checkout options screen ("Custom Card Fields", etc.)
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### Payment Methods
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By default, all payment methods are turned off after onboarding, unless the conditions specified in
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the following table are met.
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| Payment Method | Country | Seller Type | Subscriptions | Cards | Notes |
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|----------------|---------|-------------|---------------|-------|-------------------------------|
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| Venmo | US | *any* | *any* | *any* | Always |
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| Pay Later | US | *any* | *any* | *any* | Always |
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| ACDC | US | Business | *any* | ✅ | Greyed out for Casual Sellers |
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| BCDC | US | *any* | *any* | ✅ | |
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| Apple Pay | US | Business | *any* | ✅ | Based on feature eligibility |
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| Google Pay | US | Business | *any* | ✅ | Based on feature eligibility |
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| All APMs | US | Business | *any* | ✅ | Based on feature eligibility |
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### Settings
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| Feature | Country | Seller-Type | Subscriptions | Cards | Notes |
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|-----------------------------|---------|-------------|---------------|-------|----------------------------|
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| Pay Now Experience | US | _any_ | _any_ | _any_ | |
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| Save PayPal and Venmo | US | Business | ✅ | _any_ | |
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| Save Credit and Debit Cards | US | Business | ✅ | ✅ | Requires ACDC eligibility* |
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- `*` If merchant has no ACDC eligibility, the setting should be disabled (not toggleable).
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### Styling
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All US merchants use the same settings, regardless of onboarding choices.
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| Button Location | Enabled | Displayed Payment Methods |
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|------------------|---------|-------------------------------------------------|
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| Cart | ✅ | PayPal, Venmo, Pay Later, Google Pay, Apple Pay |
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| Classic Checkout | ✅ | PayPal, Venmo, Pay Later, Google Pay, Apple Pay |
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| Express Checkout | ✅ | PayPal, Venmo, Pay Later, Google Pay, Apple Pay |
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| Mini Cart | ✅ | PayPal, Venmo, Pay Later, Google Pay, Apple Pay |
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| Product Page | ✅ | PayPal, Venmo, Pay Later |
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### Pay Later Messaging
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All US merchants use the same settings, regardless of onboarding choices.
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| Location | Enabled |
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|-------------------|---------|
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| Product | ✅ |
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| Cart | ✅ |
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| Checkout | ✅ |
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| Home | ❌ |
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| Shop | ❌ |
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| WooCommerce Block | ❌ |
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