Key | parent | P | fe story points | be story points | story points | Status |
---|---|---|---|---|---|---|
SM-3098 | Display List of Historical Transactions (MVP) | 2.0 | 13.0 | To Do |
Role: User
Objective: I want to be able to see all loan transactions in the history list section of the SaFi App
Reason: so that I have evidence of loan transactions and can access all the transaction details in the Transaction History list.
Functional requirements:
Transactions to be included:
All loan repayments = principal+interest (debits from main account to loan account)
All loan disbursements (credits to main account from loan account)
overdrafts (credits to main account/overdraft)
UI requirements:
a hyperlink “See all” is available to the user, after selection the full history transaction list is displayed on a separate screen
A list of all transactions not older than 1 year should be displayed
a scroll down functionality is available
one row (transaction) from the list includes
transaction description
date when the loan transaction was created
the amount with the sign +/- to distinguish between credits and debits
status of the loan transaction (successful)
Process flow:
Loan transaction is successfully processed
Transaction is listed on the Payments screen
Transaction is listed in the Transaction history for 1 year
Transaction details are displayed once the transaction row is selected
Execution steps:
Loan transaction is initiated (payment, repayment)
User navigates to the “Payments” screen
Loan transaction is visible as the most recent transaction
User taps on “See all” hyperlink
“Transaction history“ screen is displayed
Transaction is listed on the “Transaction history” screen
User taps on the transaction
“Transaction details“ screen is displayed
Internal dependencies:
Transaction History Manager
Transaction history screen
Payments screen
External dependencies: -
Alternative scenarios: -
Acceptance criteria:
a reduced transaction history list is displayed on the Payments page (loans transactions can be also part of this list)
a hyperlink “See all” is available to the user, after selection the full history transaction list is displayed on a separate screen
A list of all transactions not older than 1 year should be displayed
a scroll down functionality is available
one row (loan transaction) from the list includes
transaction description
date when the transaction was created
the amount with the sign +/- to distinguish between credits and debits
status of the transaction (pending, in process, successful, canceled, failed, expired), for loan transactions only successful is relevant
category
Links to wireframes/UI:
Payments made: https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=16736%3A134236
Example of history list with Personal loan and Overdraft posting https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=6998%3A59131
Transaction detail https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=9%3A3464