| Key | parent | P | fe story points | be story points | Status |
|---|---|---|---|---|---|
| SM-6460 |
Automated Scheduling one-time & recurring (MVP)
|
|
3.0 | 0.0 | Done |
Role: User
Objective: I want to select the start date, frequency and duration of the schedule
Reason: So that I can set up automatic future transfers of money from my SaFi account.
Functional requirements:
Because the scheduled transactions will be processed after midnight up to 3AM (00:01 - 03:00), the earliest possible day selected as a start date can be tomorrow.
UI requirements:
For the ‘start date’ and ‘end after date’ a calendar date picker should be used. For the frequency, only one can be highlighted (selected) at a time.
Process flow: https://safibank.atlassian.net/l/cp/t1XQg1pe
Execution steps:
User will select the start date
User can choose one option from the frequency selector
User can choose when the schedule should end by selecting 'End after' option (if frequency is other than one time)
indefinitely or
on a specific day
Internal dependencies: TPM
External dependencies:
Alternative scenarios:
Acceptance criteria:
on the Schedule payment screen user can select the start date of the Schedule
‘Start from’ calendar date picker is displayed
user can select tomorrow’s date or date in the future
Frequency selector is displayed:
One time
Weekly
Monthly
Annually
only one frequency option can be selected by the user (i.e. no concurrent clicking on ‘one-off’ and ‘weekly’/monthly/annually is allowed)
an 'End after' option is available only when Weekly, Monthly, or Annual frequency is selected, with the following options:
Indefinitely
Select a day (calendar date picker) - date that can be selected must be after the ‘start date’ of the schedule
a CTA button ‘Schedule’ is available to the user and will save these Schedule preferences
Links to wireframes/UI:
https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=18869%3A153064