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User story

As a farmer I want to be able to easily document all the sources of revenue* coming into the farm so that I have a complete picture of my financial situation

* Note that not all sources of revenue need come from the farm. It is very common for farmers to have income from jobs outside the farm.

Why?

We know that for many farmers, especially smaller scale and family run farms that there are typically many sources of revenue beyond just selling raw produce that keep the operation afloat. Without providing enough flexibility to document this, we fail to:

  1. Give users the tools they need to accurately manage their operations and financial situation

  2. Fail to capture the true picture with regards to small scale agriculture

  3. Fail to provide implicit guidance on ways of generating revenues that farmers might be able to take advantage of to increase their financial success

Assumptions

Functional Requirements:

Must-have:

  • Maintain or expand the ability to document a crop sale

  • Several common categories of incomes / revenues

    • Crop sales

    • Event hosting

    • Tourism

    • Consultations

    • Crafts

  • A standard flow for adding a new instance of revenue that covers at least the following attributes:

    • Customer (Required)

    • Date (required) [default to day of creation and shown]

    • Type (required) [selected via tile on previous screen and not shown on creation]

    • “Is the revenue associated with agricultural activities?” (required)

      • “Yes” (default), “No”

    • “Would you like to associate this revenue with any crops?” (optional) [multi-select]

      • User should be able to select any number of active of crop plans

    • Notes (optional)

  • Ability to easily add several revenues back to back (but not within the same flow)

  • Saved revenues must correctly attribute revenue categories and crop types

Nice-to-have:

  • Ability to add several revenues in the same flow

  • Ability to mark a revenue as repeating

Non-functional Requirements:

Must-have:

  • Most basic revenue flow shouldn’t take more than 10 seconds to complete

Nice-to-have:

User interaction and design

Questions and answers

Question

Answer

Date Answered

Should we call money coming into the farm “Revenues” or “Income”?

Revenues

Are there other revenue types we’re not tackling now? Why?

Yes! Per user meeting on .

Then there were several that they mentioned, but I think we'll handle them once we add the relevant functionality:

  • CSA (out of scope for now)

  • Seeds: The production of seeds, while similar to crops, has some different factors and tasks that shift this. I think at some point, we'd like to have additional depth to the crop plan flow to manage this. At that point, we'll probably integrate it with seed sales. There is a huge tracking of product component and certification process as well. 

  • Animal production: both primary (milk) and secondary/processed (cheese)

Processed goods: As discussed in the past, we might want to wait on this as there is additional complexity to this. Probably need to add a "processing" task

Should the attributes of revenues be defined at the “template” level or the “instance” level? If defined at the “template”, can users overwrite at the instance? Are there some of each?

Kevin’s proposal (to be debated)

Defined by revenue type:

Defined at creation:

  • Customer

  • Date

  • Type (on previous screen)

  • “Is the revenue associated with agricultural activities?” (inherited from template but confirmed at creation)

  • “Which crops would you like to associate this revenue with?”

  • Notes

Duncan Brain + Joyce Sato-Reinhold + Sayaka Ono + David Trapp

What attributes should be shown for each revenue type? (e.g. Crop sales, Event hosting, Tourism, Consultations, Crafts)

Crop sales:

Shown:

  • Customer

  • Date

  • “Which crops?”

  • Notes

Assumed, and therefor not shown:

  • Type (on previous screen)

  • “Is the revenue associated with agricultural activities?” (Assumed “Yes”)

All others (including custom):

Shown:

  • Customer

  • Date

  • “Is the revenue associated with agricultural activities?” (Inherited from template)

  • “Which crops would you like to associate this revenue with?”

  • Notes

Assumed, and therefor not shown:

  • Type (on previous screen)

Out of scope

Documenting “CSA boxes” as a revenue source; reasoning is the complexity of documenting new CSA boxes each period. Should likely be implemented as a “template”.

Manage custom revenue types

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