Introduce the ability to export a filtered list of transactions

Owned by Lite Farm
Last updated: Oct 11, 2023 by David Trapp
2 min read

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 ) 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:

  • (in export flow) ability to select PDF or Excel as export format

  • Secondary tab that includes:

    • Farm name

    • Run date / time

    • Active filters

User interaction and design

By default, the export flow should use the existing filter criteria applied on . This can be overridden as part of an export flow.

https://docs.google.com/spreadsheets/d/1gxdVJieGehQDLbI08WKExoH95yNDgfVcC3xR6n5x0fs/edit?usp=sharing

Questions and answers

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@Joyce Sato-Reinhold

Out of scope