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  • This sprint will primarily be concerned with wrapping up custom revenue and custom expenses

    • Joyce Sato-Reinhold Expenses readonly / edit / delete & Sale API + saga update – DESIGNS EXIST; tickets needed

    • Revenue needs readonly / edit (non-crop type) / delete (= update to new modal) designs David Trapp – but we have a newly refactored edit view to work off of

  • We also want to prepare for these new requirements + user stories which remain in Finances 2.0 and will the the focus of our next sprint.

    • Generate income statement: “As a farmer I want to be able to generate an income statement so that I can understand if my farm has been profitable over a set timeframe”. Should include revenues, expenses, and gross profit (Priority: Highest)

    • Finances dashboard: “As a farmer I want to be able to understand my financial position at a glance when landing on the finances page so that I can quickly understand the financial footing of my operation” (Priority Medium)

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tasks

 notes

1

Duncan Brain

2

3

4

PLACEHOLDER: readonly / edit / delete crop-based sale

GET DESIGNS

5

PLACEHOLDER: readonly / edit / delete non-crop based sale

GET DESIGNS

 

 

 

 

 

Technical Notes

Generate income statement

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tasks

 notes

1

Preliminary Dashboard Task

Convert the following class-based components into functional components:

  • <Finances /> container

  • <OtherExpenses /> container

  • <DateRangeSelector /> component

    Jira Legacy
    serverSystem JIRA
    serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
    keyLF-3615

2

Create reusable summary tile component

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3616

Low risk (consistent throughout design document)

3

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

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3617

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

4

Create swipeable summary icon tiles component. Please use the existing icon tile component as your guide / base.

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3618

Medium risk –

consistent throughout design document

BUT Duncan doesn’t like it and Loïc may not either

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.

Please base visuals on homepage / Revenue below. This needs updating.

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

Image RemovedImage Added

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

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.

 

 

 

 

 


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