Page Comparison

What’s the relationship between the old Labour view and the new Labour expense tile? Is there a migration covering this? For now is the old Labour summary view removed?

Related comment:

ticket to add type “Labour”:

Good question! Ideally they could be shown on the same table as other expenses and just be filtered by clicking on the labour category. We would need to display additional data though. For example, using this as a base:

We would see something like:

Transaction | Date | Amount

John (3.25 hours) | 25 Jun '23 | $77

Labour

Is estimated revenue removed? Where should it go now?? David Trapp

It should still exist (it’s removal was an oversight) and be incorporated in some manner into the top level KPIs (Profit / Loss, Total Revenue / Total Expenses). It might make sense to have a toggle for “Current vs Projected” or show both numbers on the same card with different styles. Thoughts Loic Sans ?

A few examples how current and projected could work on the same visualization (current is the red, projected is the remainder of the bar - both would need numerical values)

Image Added

Simple stacked bar graph:

Image Added

Also relevant is “Current profit / loss” an “Projected profit / loss”

For all ☝️ it is for the filter criteria.

Are tooltips on the current finance page being carried over? Not in designs David Trapp

They will be updated with new tooltips that align with the new designs. I assume this will be small-ish change, but correct me if this isn’t the case.

Does document export need to be recorded somewhere (e.g. in the database)?

Like a record that it was exported or should it be persisted after generation? I assume no on both counts but I’m open to being shown the error of my ways.

Still need the following aspects of the Excel report:

• What should the triggering flow look like (ticket 8 in the table directly above)

• What does the report look like – we have full flexibility to style

• Will we offer the option to email (e.g. as with farm map download)

• Permissions on the API route?

Loic Sans is investigating!

Here is a rough guide for the income statement export: https://docs.google.com/spreadsheets/d/1gxdVJieGehQDLbI08WKExoH95yNDgfVcC3xR6n5x0fs/edit?usp=sharing

David Trapp any way you could translate this and show it to the partners on 19 Sep 2023 for feedback?

Not needed. If it simplifies to reuse this flow I’m all for it!

Ability to see “Export” interaction - whatever that eventually looks like - and hit the export API are limited to FO / FM / EO.