Key parent P fe story points be story points story points Status
SM-3098 Epic Display List of Historical Transactions (MVP) Medium 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:

  1. Loan transaction is successfully processed

  2. Transaction is listed on the Payments screen

  3. Transaction is listed in the Transaction history for 1 year

  4. Transaction details are displayed once the transaction row is selected

Execution steps:

  1. Loan transaction is initiated (payment, repayment)

  2. User navigates to the “Payments” screen

    1. Loan transaction is visible as the most recent transaction

  3. User taps on “See all” hyperlink

  4. “Transaction history“ screen is displayed

  5. Transaction is listed on the “Transaction history” screen

  6. User taps on the transaction

  7. “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