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Recently connected badge

A badge that marks a newly connected customer so the supplier checks its business information before the first delivery.

Who uses it​

Supplier staff see it on the customers list and customer page.

How it works​

A customer is recently connected from the moment of connection until the first of:

  • an order placed from the app moves beyond Pending, for example when the supplier confirms it. Orders not placed from the app, and an order still Pending, do not clear it;
  • thirty days pass. This wins even if an app-placed order is still Pending.

When several statuses apply, the badge follows this priority:

PriorityBadge
1Invited: a pending invitation
2Inactive: archived, regardless of recent connection
3Recently connected: prompts the supplier to verify business information

The badge clears as soon as the supplier confirms an app-placed order.

Calculations​

Thirty days from the connection date.

Where it shows up​

Customers list and customer page.

Permissions​

Customers: read access.

Specs​

recently-connected-badge.feature
# prefix: RCB
Feature: Recently Connected Badge
Supplier sees a status badge on customers who have recently connected,
until the customer's relationship progresses past its initial phase.

Rule: Recently connected status is determined by app-placed order activity

    Background:
      Given a supplier and a customer who connected within the last thirty days

    Scenario: RCB-001 new connection with no orders is recently connected
      Given no orders exist between the supplier and the customer
      When the supplier reviews the customer
      Then the customer is marked as recently connected

    Scenario Outline: RCB-002 orders not placed from app do not clear recently connected status
      Given the customer has a "<source>" order that is "<status>" with the supplier
      When the supplier reviews the customer
      Then the customer is marked as recently connected

      Examples:
        | source      | status    |
        | supplier    | delivered |
        | voice agent | confirmed |

    Scenario: RCB-003 app-placed pending order does not clear recently connected status
      Given the customer placed an order from the app that is still pending
      When the supplier reviews the customer
      Then the customer is marked as recently connected

    Scenario Outline: RCB-004 app-placed order beyond pending clears recently connected status
      Given the customer placed an order from the app
      And the order is now "<status>"
      When the supplier reviews the customer
      Then the customer is no longer marked as recently connected

      Examples:
        | status           |
        | confirmed        |
        | out for delivery |
        | delivered        |
        | cancelled        |

Rule: Recently connected status expires after thirty days

    Background:
      Given a supplier and a customer whose connection is older than thirty days

    Scenario: RCB-005 connection older than thirty days is not recently connected
      Given no orders exist between the supplier and the customer
      When the supplier reviews the customer
      Then the customer is not marked as recently connected

    Scenario: RCB-006 thirty-day expiry overrides pending app-placed order
      Given the customer placed an order from the app that is still pending
      When the supplier reviews the customer
      Then the customer is not marked as recently connected

Rule: Connection status badges follow a display priority

    Scenario: RCB-007 customer with a pending invitation is shown as invited
      Given the supplier has invited a customer who has not yet accepted
      When the supplier reviews the customer
      Then the customer is marked as invited
      And the customer is not marked as recently connected

    Scenario: RCB-008 archived customer is shown as inactive regardless of recent connection
      Given a supplier and a customer who connected within the last thirty days
      And no orders exist between the supplier and the customer
      And the supplier has archived the customer
      When the supplier reviews the customer
      Then the customer is marked as inactive
      And the customer is not marked as recently connected

    Scenario: RCB-009 recently connected customer is prompted to verify business information
      Given a customer who is recently connected with the supplier
      When the supplier inspects the recently connected status
      Then the supplier is prompted to verify that the customer's information matches the supplier's primary business records

Rule: Badge freshness reflects order activity in real time

    Scenario: RCB-010 badge clears when supplier confirms an app-placed order
      Given a customer who is recently connected with the supplier
      And the customer placed an order from the app that is still pending
      When the supplier confirms the order
      Then the customer is no longer marked as recently connected

Known limitations​

  • Only orders placed in the earlier order records clear the badge. A first order placed through current orders does not; the badge ends after 30 days.

FAQ​

The customer ordered but is still "recently connected." Its order may be Pending, or placed through current orders. It ends after 30 days.