SaFi Bank Space : 🟢 Filter Transactions in History Tab with 'Category' field

Key	parent	P	fe story points	be story points	story points	Status
SM-3217	Transaction Browsing in App		2.0	0.0	2.0	Done

Role: User

Objective: want to open the transactions history list and filter the transactions by their category

Reason: so that I can display only related transactions.

Functional requirements:

The transaction history can be filtered based on category.

UI requirements:

Process flow:

All transactions are displayed
Filter is set
The request is sent to BE based on the selected category/categories
FE displays the received list of transactions based on the selected category/categories

Execution steps (Happy path):

User is on “Transaction history“ screen
User taps on the filter icon
Filter screen is displayed
User selects one or more categories
User confirms the filter
The transaction history contains only those transactions, which are under the selected category.

Internal dependencies:

“Transaction history” screen

Transaction Processor Manager

External dependencies: -

Alternative scenarios:

User is on “Transaction history“ screen
User taps on the filter icon
Filter screen is displayed
User selects one or more categories
User confirms the filter
If there are no transactions under the selected categories, then an empty state screen is displayed.

Acceptance criteria:

A history list of all transactions not older than 1 year should be displayed
a filter icon is displayed on the top of the screen
user can select the filter icon and the filter screen is displayed
filter screen includes also the category drop-down
- multiple categories can be selected as a filter in a separate modal screen
there is a reset option to remove all filters selected if needed
once the user confirms the filter, the transaction history list reloads and only transactions matching the category filter are displayed

Links to wireframes/UI: