Page Comparison

1

Preliminary Dashboard Task

Convert the following class-based components into functional components:

• <Finances /> container

• <OtherExpenses /> container

• <DateRangeSelector /> component

2

Image Removed

Create reusable summary tile component

Low risk (consistent throughout design document)

3

Image Removed

Create/update existing transactions list <Table /> component to new style

Slightly risk design might change, particularly the top and bottom table frame

4

Image RemovedImage Added

Create swipeable summary icon tiles component

Low risk (consistent throughout design document)

5

Update <Finances /> container and components. All data is available.

Blocked by 1

Requires at least one of 2, 3, or 4 - ticket owner should feel free to subtask and apply whichever component(s) are available

6

Update <OtherExpensens /> container and components. All data is available in current container.

Blocked by 1

Requires at least one of 2, 3, or 4 - ticket owner should feel free to subtask and apply whichever component(s) are available

Please do not implement “Last 30 days” filtering before checking in with product (it doesn’t appear on the homescreen tiles)

7

Update <ActualRevenue /> container and components. A new breakdown by Revenue Type is necessary for the summary icon tiles. All other data is available in current container.

Requires at least one of 2, 3, or 4 - ticket owner should feel free to subtask and apply whichever component(s) are available

Please do not implement “Last 30 days” filtering before checking in with product (it doesn’t appear on the homescreen tiles)

8

Image Removed

Build container and component to filter export report data. Add three-dots menu to Finances homescreen to trigger export.

BLOCKED BY PRODUCT – Older design; I would prefer to get this confirmed before working.

PDF export is not part of scope so that radio button should not exist

9

Export structure / POC

Build saga, API route, controller, and utility function to generate and return an xlsx file

See technical notes above. Only send and write to file three values (revenue, expenses, balance) and trigger download automatically as in current uploaded document functionality.