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Documentation Index

Fetch the complete documentation index at: https://test-docs.upayments.io/llms.txt

Use this file to discover all available pages before exploring further.

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Changelog

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March 26, 2026

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Inngest Migration — Parallel Sync Infrastructure

  • Migrated from Railway worker to Inngest — all NMI sync now runs on Vercel via Inngest functions
  • Parallel processing — all merchants sync simultaneously (was sequential on Railway)
  • 5 Inngest functions: health check, NMI sync cycle (15m cron), NMI sync merchant, CRM enrichment cycle (30m cron), CRM enrich merchant
  • Each sync step has automatic retry, concurrency limits, and 5-minute timeouts
  • Demo accounts with invalid credentials automatically excluded from sync

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GoHighLevel CRM Enrichment

  • CRM-agnostic provider framework — shared interfaces for future HubSpot, Close, Pipedrive support
  • GHL provider with rate-limited API client (80 req/10s) covering:
    • Contacts (search by email, get by ID)
    • Opportunities/Pipelines (deals, stages, monetary values)
    • Subscriptions (native recurring billing data)
    • Transactions (GHL payment records)
    • Calendar/Appointments
  • Automatic enrichment every 30 minutes — matches customers by email, merges CRM data into metadata.crm
  • CRM subscriptions created from GHL data (source: crm_ghl) — more accurate than pattern detection
  • CRM Insights card on customer detail page showing company, tags, lead source, opportunities, appointments
  • Real connection test via GHL /locations/{id} API
  • 7-day re-enrichment cooldown to avoid unnecessary API calls
  • Enabled in Integrations marketplace — connect with API Key + Location ID

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Timezone & Accessibility

  • All dates display in the user’s configured timezone (profile setting)
  • Text size toggle in header: Small / Medium / Large — scales text only, not spacing
  • Sidebar width scales with text size to prevent label truncation

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Sync Improvements

  • Fixed NMI date format (was MMDDYYYY, now YYYYMMDD)
  • Incremental syncs use result_order=reverse (newest first) — new transactions on page 0
  • 7-day lookback catches APPROVED→SETTLED status updates
  • Sync history shows actual DB totals instead of processed count
  • Disabled Vercel cron sync (Inngest handles everything)

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March 24, 2026

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Functional Upsells — Order Bumps, Post-Purchase, Downsells

  • Order bumps render as checkbox cards on the checkout form — checking adds the amount to the total in a single charge
  • Post-purchase upsells use NMI Customer Vault for one-click charging after payment — no re-entering card details
  • Downsells automatically shown if customer declines the post-purchase offer — lower-priced alternative
  • Live preview panel shows all enabled upsells grouped by when they appear
  • Delete confirmation dialogs and inline feedback toasts on all operations
  • Upsell charge API at /api/payments/upsell

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Product Catalog Integration

  • Product selector in payment page builder — auto-fills title, description, amount, type, frequency from product
  • Product picker in invoice creation — adds pre-filled line items from product catalog
  • Quick-create inline product form available in both contexts
  • Subscription products — billing frequency, free trial days, billing cycles, setup fee
  • Product selector shows recurring badges, trial days, and SKU

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Customer Creation on Internal Payments

  • All payment page payments automatically create/update Customer records
  • All invoice card payments automatically create/update Customer records
  • Customers linked to transactions, tracking totalSpent and lastPurchaseAt

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Payment Page Editing

  • Full builder at /payment-pages/{id}/edit with all fields pre-filled
  • Works for ACTIVE, DRAFT, and PAUSED pages
  • Status actions clarified: “Publish & Go Live”, “Pause Page”, “Reactivate”

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Google Address Autocomplete

  • Google Places API integrated on billing address fields
  • Auto-fills city, state, ZIP, country from selected address
  • 80+ countries supported, alphabetically sorted
  • Browser autofill hints on name, email, phone fields

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Performance & Security

  • Forecasting data cached for 10 minutes (in-memory TTL cache)
  • Tier blur gate renders placeholder skeletons instead of blurred real data (DevTools-proof)
  • Connection pool optimized: limit=3, timeout=15s
  • Session reporter frequency reduced to prevent connection exhaustion

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March 23, 2026

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Mercury-Inspired UI Overhaul

  • New design system: neutral color tokens, 14px base font, tighter spacing
  • Standardized tabs across all pages (consistent pill-style)
  • Compact sidebar with left-border active indicator
  • Reduced chart heights and simplified tooltips
  • Updated table styling: normal-case headers, denser rows

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Settings Redesign

  • Profile editor with country-code phone input, timezone selector, job title
  • Email and password change via secure dialogs
  • Active sessions tracking (device, IP, location via ipinfo.io)
  • Split notifications into real-time (payment pages/invoices) and digests (synced NMI data)
  • Split webhooks into internal events and synced data events
  • Removed NMI Integration tab (now on Merchants page)
  • Removed Payment Methods page (capabilities shown on merchant detail)

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Pricing Update

  • 4-tier structure: Lite 49/Starter49 / Starter 149 / Growth 499/Scale499 / Scale 799
  • Data retention: 6mo / 12mo / 24mo / 36mo
  • Users: 1 / 3 / 5 / 10
  • Added DisputeProof add-on ($99/mo)
  • Blurred tier gates with upgrade CTA on locked features

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March 22, 2026

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Subscription Detection

  • Auto-detect recurring patterns from transaction history
  • Configurable sensitivity (2+, 3+, 4+ payments)
  • Description keyword matching (built-in + custom terms)
  • Include/exclude term filters
  • Per-merchant detection settings saved for auto-detection
  • Remove (dismiss) individual detected subscriptions

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Card BIN Enrichment

  • 374K+ BIN database for debit/credit identification
  • Card issuer, category, and country from BIN lookup
  • Enriched data displayed on transaction detail pages
  • Card brand breakdown on dashboard with debit/credit split

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NMI Response Code Mapping

  • 200+ NMI response codes mapped to human-readable decline reasons
  • Categories: Soft (retry), Hard (permanent), Fraud, Error
  • Applied across Recovery, Fraud, and transaction detail pages

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March 21, 2026

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Railway Background Worker

  • Dedicated worker for NMI sync (no more Vercel timeout issues)
  • Chunked processing with self-continuation
  • Duplicate job prevention
  • Stale job cleanup (10-minute timeout)
  • Customer extraction from transaction emails
  • Materialized view refresh after each sync cycle

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Merchant Onboarding Redesign

  • 3-step wizard: Connect Gateway → Business Details → Initial Sync
  • NMI profile query auto-fills business information
  • Gateway URL validation and credential testing
  • Tabbed merchant detail (Overview / Gateway & Sync / Settings)

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Transaction Enrichment

  • order_description captured as transaction description
  • source field (api, virtual_terminal, recurring, internal)
  • Entry mode, processor ID, response code
  • BIN data for card type identification

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March 20, 2026

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Payment Page Builder Enhancements

  • Comprehensive color audit: field background, border, text colors affect all elements
  • Preview vs live link distinction with preview banner
  • Icon selector for trust badges (12 icons)
  • Editable footer text
  • Image upload via Supabase Storage
  • Conditional webhook payload based on form settings
  • Auto-success preview on Post-Payment step

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Data Accuracy Fixes

  • Customer health scores: fixed negative values from incorrect totalTransactions
  • Forecasting: MRR trend uses subscription startDate, not createdAt
  • Cohort retention uses first transaction date, not customer extraction date
  • Revenue calculations exclude internal/settlement transactions

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March 19, 2026

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Initial Platform Launch

  • Multi-tenant architecture (ISO → Merchants → NMI Accounts)
  • Transaction sync from NMI Query API
  • Customer and subscription management
  • Payment page builder with 8 templates
  • Invoicing with 5 PDF templates
  • Recovery and fraud analytics
  • Forecasting with MRR trends and cohort retention
  • 14 report types with PDF generation
  • PostHog analytics integration
  • 5 role-based access levels with 40+ permissions