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WIP - work in progress

Table of Contents

⌙> Scope

⌙> Tasks

⌙> Visuals

⌙> Q&A

Scope

Previous related sprint technical document - Manage custom expense types tasks
Parent Product Scope: Finances V2.0

  • manage custom revenue types - (nice) Also crop generated revenues

  • updated create expense flow (select expense type(last sprint), updated expense form)

  • updated create revenue flow (select revenue type, add custom revenue form )

  • (nice) Spotlight (do we need this?)

Strategy - edges inward

Deal with migrations and components first to clarify missing features.

...

  •  Update add expense form container
  •  Create add custom revenue form container
  •  (nice) crop generated revenues - Add custom revenue type radio
  •  Add Revenue Type Selection container and Route
  •  Add custom revenue type creation, edit, readonly
  •  Update Revenue Type selection to include custom revenue types and manage button
  •  (nice) crop generated revenues - Custom revenue form container and route
  •  (nice) Spotlight

 #

Priority

M: must have N: nice to have

tasks

 blockers

0

0

Previous Sprint

Reusable Components

1

1

M: Update add revenue flow

M: Manage custom revenue types

Combined migrations for all sprint features.

Update db schema to allow for revenue types


Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3581

2

2

M: Update add revenue flow

Get revenue types endpoint

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3591

1

3

3

M: Manage custom revenue types

Create APIs for custom revenue type endpoint to get, create, edit, retire revenue type.

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3584

2

4

2

M: Update add revenue flow

State + sagas

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3586

5

4

M: Update add expense flow

Re-style add expense form

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3582

0

6

4

M: Update add revenue flow

Revenue type selection view (default)

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3583

0

7

5

M: Manage custom revenue types

Custom tile view

(and adding to revenue type selection tiles and manage button?)

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3585

3,4

8

5

M: Manage custom revenue types

Implement custom revenue types using reusable components (from custom expense) for Add, Read-only, Retire, Edit and Customisable Icon

(And State + sagas required to implement?)

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3588

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3589
(read-only + retire)
Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3590

3,4

9

6

M: Update add revenue flow

Add custom revenue form

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3592

7,8

10

7

N: Spotlight for managing revenue types on updated multi-select expense type view. (Is this needed?)

Visuals

*Note: these visuals are not kept up to date see resource links below for more up to date info.

...

Updated:

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLUX-75
(Screen 1 existing, screen 2 , 4, 5)

...

new, screen 3 nice to have)

...

Questions & Answers

  1. Are there any placeholders for Readonly expense update, edit expense update, and dashboard update?

  2. Unique challenges

    1. adding value to “sale” table, and “notes” -

      Jira Legacy
      serverSystem JIRA
      serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
      keyLF-3581

    2. reusing add expense form may not be practical

  3. Is a spotlight need for both custom revenues types and custom expenses types?

  4. For revenue types - duplicate old patterns or implement new pattern

...