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Table of Contents

⌙> Scope

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

  • manage custom revenue types - 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) Custom revenue spotlight

...

  •  Update add expense form container
  •  Create add custom revenue form container
  •  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
  •   Crop generated revenues - Custom revenue form container and route
  •  (nice) Spotlight for custom revenue types

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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

6

M: Add option on create custom revenues to select if it is a crop generated revenue
Add crop generated revenue custom type

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3595

8

11

6

M: Dashboard implications for new types
Verify Dashboard selects new custom types.

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3599

12

7

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

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3594

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13

-

N: Update table names

Moving to concept of revenues vs sales

Jira Legacy
serverSystem JIRA
serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
keyLF-3596

...

  1. Are there any placeholders tickets for Readonly expense detail view(from dashboard) update, edit expense update, and dashboard update?

  2. Unique challenges

    1. adding value to “sale” table

      Jira Legacy
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      serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
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    2. , and “notes”? -

      Jira Legacy
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      serverId815f41e5-e5fb-3402-8587-82eccc3ffab0
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    3. reusing Reusing add expense form may not be practical because of customer name

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

    1. Yes, as per David - the more spotlights the better. It was proposed to end both revenues and expenses spotlight if either was “seen” but the decision is to have many spotlights.

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

    1. try new pattern first?