Reference Documents
Product Scope: Finances V2.0
Figma for Finances 2.0: https://www.figma.com/file/96NZ02oYe3jpet1roUp0s0/Mockups?type=design&node-id=1712%3A37203&mode=design&t=TZv4RspCOzxhLiVQ-1
Previous sprint technical documents:
Sprint 68: Manage custom expense types tasks
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| tasks | notes | Kevin’s Comments | |||||||||
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1 | Preliminary Dashboard Task | Convert the following class-based components into functional components:
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2 | Create reusable summary tile component
| Low risk (consistent throughout design document) | Ideally, we would change “My balance” to “Profit / loss” and have “Total revenues” on the left and “Total expenses” on the right. I assume (hope ) these are trivial changes. | |||||||||
3 | Create/update existing transactions list
| Slight risk design might change, particularly the top and bottom table frame | For the homepage (not filtered for a specific expense or revenue type) we would need to display the type as well. Given the horizontal real estate constraints, it might be a good idea to do something like this - where the name is the instance and the email is the type. Thoughts Loic Sans ? | |||||||||
4 | Create swipeable summary icon tiles component. Please use the existing icon tile component as your guide / base.
| Medium risk – consistent throughout design document BUT Duncan doesn’t like it and Loïc may not either | Loic Sans thoughts? Also, what happens when they are clicked? I can imagine:
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5 | Update
| 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
| 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) | Has any work on this begun Joyce Sato-Reinhold? If not, I think we may be able to cut scope here. | |||||||||
7 | Update
| 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) | Same comment as Expenses screen. | |||||||||
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 | Loic Sans and I discussed this and I believe he would like to try a different approach. | |||||||||
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. | |||||||||
10 | Date Inputs in the | Update the Date inputs used in
| They probably can to be migrated to | |||||||||
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