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Document beneficiary information for transactions #209

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Add a new section under the "Transactions" heading, describing the beneficiary information requirements.

@waldyrious waldyrious force-pushed the support/add-docs-for-beneficiary-info branch from 2ff4269 to 8081d70 Compare May 3, 2021 17:57
@waldyrious waldyrious self-assigned this May 7, 2021
@waldyrious waldyrious force-pushed the support/add-docs-for-beneficiary-info branch from 8081d70 to 3a02d12 Compare May 20, 2021 11:21
@waldyrious waldyrious requested a review from nunofgs May 20, 2021 11:43
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@afsampaio afsampaio left a comment

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just small comments, nothing that major yet.

_transactions.md Outdated
"amount": "3000",
"currency": "USD"
},
"destination": "[email protected]"
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should we be using here an @uphold.com email?

also - what if someone signs up with that email?

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I think @uphold.com would be misleading. The goal here is to make it evident that this is an invite transaction, hence the generic and self-descriptive email address. That said, we could make it even more generic to drive that point home. I'll change to [email protected].

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"beneficiary": {
"relationship": "child",
"name": "Harper Wilson",
"address": {
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Should we have a US address? I'm cool with Braga 😎 But is it common to have API docs with Braga?

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It's a good practice to make the examples varied, to showcase the diversity of supported content and formats. If we repeat the same structures and content, we risk making our API seem more rigid than it really is, or creating uncertainty regarding how to represent content that deviates from the examples.

_transactions.md Outdated Show resolved Hide resolved
_transactions.md Outdated
This is required if **both** the following conditions are met:

- The transaction is either a withdrawal to an external account (crypto networks, SEPA bank accounts, etc.) or a transfer to another user; and
- The transaction amount is over _$3000 USD_ (or over $1000 USD, if the origin user is from Arizona).
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Better to reference Arizona, United States?

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Sure, will change.

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Done.

_transactions.md Outdated
- The transaction amount is over _$3000 USD_ (or over $1000 USD, if the origin user is from Arizona).

<aside class="notice">
The threshold value is calculated from the <a href="#normalized">normalized</a> amount of the transaction,
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Should we mention that it's the amount normalized to USD?

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Good point, will change.

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Done.

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_transactions.md Outdated
The special value `myself` can also be used when applicable.

Depending on the conditions of the transaction, additional fields may be required
— namely, the beneficiary `name` and `address` (with subfields `city`, `country`, `line1`, `line2`, `state`, `zipCode`),
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Should we state which fields are mandatory here?

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We don't want to duplicate the logic of the code into the docs, both to minimize the possibility of them becoming out of sync, and to avoid making the docs too complex (since the actual requirements depend on the interaction of various conditions). The goal here was to explain the behavior of the API, and let the API responses provide the specific conditions.

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_transactions.md Outdated
and personal transactions (indicated by the values `child`, `co_worker`, `friend`, `parent`, or `sibling`).
The special value `myself` can also be used when applicable.

Depending on the conditions of the transaction, additional fields may be required
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Is this newline with a dash intentional?

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It is intentional. I've been making use of semantic line breaks in the docs to facilitate reading of the the source files and make diffs more concise and readable, though I haven't applied that consistently throughout the repo yet. I can remove this particular instance if it's jarring to you.

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@nunofgs nunofgs May 24, 2021

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Oh, that's genius. Great concept ❤️

Anyway, I think what threw me off was the dash (-) itself. Maybe we can just remove it?

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Yeah, there is some discussion about whether/how to break on dashes — it's certainly not a clear-cut case. I'll go ahead and remove this break.

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Done.

@waldyrious waldyrious force-pushed the support/add-docs-for-beneficiary-info branch from 3a02d12 to 34ed607 Compare May 24, 2021 10:21
@waldyrious waldyrious force-pushed the support/add-docs-for-beneficiary-info branch from 34ed607 to 98edf50 Compare May 24, 2021 10:46
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nunofgs commented Jun 18, 2021

@afsampaio we also need a list of the possible purposes, relationships, etc. Can you add them to the PR?

@franciscocardoso franciscocardoso force-pushed the support/add-docs-for-beneficiary-info branch from e2da129 to 98edf50 Compare July 22, 2021 08:05
@franciscocardoso franciscocardoso force-pushed the support/add-docs-for-beneficiary-info branch from db9409a to e6b11ae Compare July 22, 2021 08:16
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Deprecated by #219.

@franciscocardoso franciscocardoso deleted the support/add-docs-for-beneficiary-info branch July 22, 2021 09:30
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4 participants