Reference Documents
Product Scope: Finances V1.5 Finances dashboard Introduce the ability to export a filtered list of transactions
Sprint Planning: Sprint 72
Figma for this sprint: https://www.figma.com/file/96NZ02oYe3jpet1roUp0s0/Mockups?type=design&node-id=4432-38280&mode=design&t=Wt3Cg1o8HATWoPxl-0
Previous sprint technical documents:
Sprint 68: Manage custom expense types tasks
Sprint 70: Finances V2.0 - Sprint 70 Technical Document
Scope
Three main goals for the sprint:
Update the “Add expense” screen to new design, which includes descriptions and checkboxes for expense types, handling the “Miscellaneous” option as a separate type visually and adding dates per expense.
Start working on the Finances dashboard with updated designs.
Continue work on the filtered transaction list export.
For this breakdown I’ve left out the “nice to haves” for now, as I think there’ll be enough work on the core goals for these features for us to work on during the sprint. We could tackle these nice to haves in an upcoming sprint if we have the time.
Changes to “Add expense” screen
Epic link: - LF-3597Getting issue details... STATUS
| Context | Task | Notes | Blocks |
---|---|---|---|---|
1 | New expense/revenue type defaults have been added | Create database migration to add new expense/revenue type defaults | Create database migration to add new expense type defaults to Document with table describing how expense types are modified (a bit confusingly named!): | |
2 | Expense types and revenue types now have descriptions | Add new expense/revenue type defaults descriptions to translation files | Add expense type descriptions to My suggestion would be to reuse the existing translation keys and update them to be something like { "EQUIPMENT": { label: "Equipment", description: "Expenses related to...", }, ... | |
3 | Styling for the expense/revenue type tiles has changed and now includes a checkbox and a description | Update Tiles component to new design with description and checkbox | Since we already have a | |
4 | Icons for default expense/revenue types have changed (designs for these are not yet final, will be updated during the course of the sprint) | Update expense types icons | ||
5 | “Miscellaneous” is now displayed visually as a separate option, and there are some styling changes to the “manage custom expenses” portion of the screen | Filter out “Miscellaneous” from default expense type list and update “Manage custom expenses” block |
Open questions
Question | Answer | Notes |
---|---|---|
| Answered : Entire tile. Loic Sans and I discussed this so I’m confident here. | |
| Answered - yes, the short description should be added to the read-only, create, and edit views for custom expense types. | |
| Answered no change to revenue tiles for now - they remain single select (similar to tasks). We may update it to be a bulk documentation process in the future. | |
| No idea! |
Finances Dashboard
Epic link: - LF-3624Getting issue details... STATUS
Notes
I’ve split up the work by considering 5 different “sub-features” to the dashboard:
KPIs cards
Transactions list
Transactions details (expanded transactions)
Search
Filtering
Add new expense button
Bulk of the work is on the FE, visual changes and new components to display the new interactions
There will however need to be some BE changes here to
Return a list of both expenses and revenues to the FE (we currently do one or the other)
Allow pagination, filtering and searching on that list
Open questions
Question | Answer | Notes |
---|---|---|
Do we have any designs for loading state while the dashboard is filtering/searching? | ||
Should searching affect what’s shown in the KPI cards, or are the numbers only affected by filtering? | Answered Yes - searching should impact the KPIs and what is shown in the transactions list. In the general case, only transactions returned under the current search, filter, and date constraints feed into the KPIs. |
Transactions export
Tickets for this feature have already been created.