User story
As a farmer I want to be able to generate a list of transactions that meet a particular filter criteria so that I can granularly understand all revenues and expenses for my business over time
Why?
Running a farm is a complex operation. LiteFarm is not (and does not aim to be - see Paradigm) the best accounting system around. However, farmers should be able to export financial data into the system of their choice and slice and dice it there to their hearts content.
Assumptions
Users need this (David Trapp to verify)
This is a good initial step towards an integration with financial software such as Quickbooks
This is a low difficulty, good faith way for farmers to export a lot of granular and helpful information
Functional Requirements:
Must-have:
(in export flow) selection of “All transactions” as export type
(in export flow) ability to select / clear individual or all revenue types (including custom revenue types)
(in export flow) ability to select / clear individual or all expense types (including custom expense types)
Table with the following headers
Transaction: Customer for revenue, Item name for expense
Type
Date
Amount
Lines for each transaction that meets the filter criteria
Exports as xlsx
Nice-to-have:
Ability to select PDF or Excel as export format
Header that includes:
Farm name
Run date
Active filters
User interaction and design
Can either use the existing filter criteria applied on Finances dashboard or use criteria specifically set as part of an export flow.