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WIP - work in progress

Table of Contents

⌙> Scope

⌙> Tasks

⌙> Visuals

Scope

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

  • manage custom revenue types

  • updated create expense flow (select expense type(last sprint), updated expense form)

  • updated create revenue flow (select revenue type, add custom revenue form )

  • (nice) Spotlight (do we need this?)

Tasks

(WIP checkmark - some ticket includes this requirement )
Migrations

  • making table revenue_type
  • updating sale to add revenue_type_id, and total_value columns
  • add role permissions for add/delete/get/edit:revenue_types, and their associated permissions
  • (optional) update sale name to revenues and update references
  • (nice) Spotlight
  • (nice) crop generated revenues

Endpoints/controllers

  • endpoints and controllers to retire or add custom revenue types
  • endpoints and controllers to get custom revenue types

Sagas

  • sagas to retire, add, edit custom revenue types
  • editing existing sagas to accommodate task types

State Management

  • new slice for revenue_type table
  • selectors for default revenue types, custom revenue types, retired custom revenue types
  • reducers to handle retiring and addition of custom revenue type state change
  • updates to existing sale state to handle new columns for existing sale table

Components

Containers/Frontend Routes

  • Update add expense container
  • Add custom revenue type containers
  • (nice) crop generated revenues - Add custom revenue type
  • Add Revenue Type Selection container and Route
  • Custom expense form container and route
  • nice) crop generated revenues - Custom expense form container and route
  • (nice) Spotlight

 Priority

M: must have N: nice to have

tasks

 blockers

M:

Update db schema to allow for revenue types
LF-3581 - Getting issue details... STATUS

M:

Create APIs to get, create, edit, retire revenue type
LF-3584 - Getting issue details... STATUS

LF-3581

M: View custom revenue types

LF-3585 - Getting issue details... STATUS

LF-3554 - Getting issue details... STATUS

LF-3586

M:

Implement custom revenue types using reusable components (from custom expense) for Add, Read-only, Retire, Edit and Customisable Icon
LF-3588 - Getting issue details... STATUS
LF-3589 - Getting issue details... STATUS (read-only + retire)
LF-3590 - Getting issue details... STATUS

LF-3584

N: Is this needed also?

Spotlight for managing revenue types on updated multi-select expense type view

Add Expense Flow

LF-3582 - Getting issue details... STATUS

Add Revenue Flow

LF-3581 - Getting issue details... STATUS

Add Revenue Flow

LF-3583 - Getting issue details... STATUS

LF-3586

Add Revenue Flow

LF-3586 - Getting issue details... STATUS

Add Revenue Flow

Visuals

*Note: these visuals are not kept up to date see resource links below for more up to date info.

Finances 2.0 UX: LUX-82 - Getting issue details... STATUS

Figma (Finances Sketch): https://www.figma.com/file/96NZ02oYe3jpet1roUp0s0/Mockups?type=design&node-id=1712-37203&mode=design

Custom revenue type

Current - None (new feature)
Updated: LUX-77 - Getting issue details... STATUS

Add expense flow

Current:

Updated: LUX-74 - Getting issue details... STATUS

Add revenue flow

Current:

Updated: LUX-75 - Getting issue details... STATUS

Questions & Answers

  1. Are there any placeholders for Readonly expense update, edit expense update, and dashboard update?

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