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  • Ability to define filter criteria for …

    • Revenue types (including custom revenue types)

    • Expense types (including custom expense types)

  • Ability to search the transaction list for any visible attributes of the transaction (e.g. name, type, amount)

  • Top level indicators clearly defining …

    • Current revenues & future revenues matching the filter criteria

    • Current expenses & future expenses matching the filter criteria

    • Current profit / loss and projected profit / loss matching the filter criteria

  • A table showing all transactions (revenue and expenses) matching the filter criteria

    • Ordered in reverse chronological order

    • Clicking the header for each column reverses the sort order

    • Crop sales should be specially “bundled”

    • Labour expenses should be specially “bundled” such that all labour expenses for a given day are shown together using the existing patterns from the labour expenses page

Nice-to-have:

  • Sorting on mobile view

  • Ability to define filter criteria for amount of transaction, setting both upper and lower bound

  • Adaptive design (as opposed to responsive), e.g.

    • Ability to view additional columns on Desktop vs. mobile

    • Differing indicator layout based on screen dimensions

  • Spotlight for how bundles work

  • “Drawer” filter design

  • Expanding and withdrawing search bar design

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