SaFi Bank Space : 🟢 MVP Filter Card & Loans transactions in History Tab with 'Category' field

Created by User d1ebf, last modified on Nov 25, 2022

Key parent P fe story points be story points story points Status
SM-6257 Epic Transaction Browsing in App Medium To Do

Role: User

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

Reason: so that I can display only related transactions.

Functional requirements:

The transaction history can be filtered based on category.

  • Each transaction should be categorized

UI requirements:

  • Filter icon should be displayed on the top of the “Transaction history” screen

Process flow:

  1. All transactions are displayed

  2. Filter is set

  3. The request is sent to BE based on the selected category/categories

  4. FE displays the received list of transactions based on the selected category/categories

Execution steps (Happy path):

  1. User is on “Transaction history“ screen

  2. User taps on the filter icon

  3. Filter screen is displayed

  4. User selects one or more categories

  5. User confirms the filter

  6. 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:

  1. User is on “Transaction history“ screen

  2. User taps on the filter icon

  3. Filter screen is displayed

  4. User selects one or more categories

  5. User confirms the filter

  6. If there are no transactions under the selected categories, then an empty state screen is displayed.

Acceptance criteria: 

  • on the filter screen which was already implemented here > SM-3217 - Filter Transactions in History Tab with 'Category' field Done there is the category drop-down, which includes all categories described in this user story (mapping): SM-3102 - Automatic categorisation of transactions based on Transaction Type Done

  • the category filter should also include categories for

    • card transactions:

      • Card Transaction - ATM

      • Card Transaction - POS

      • Card Transaction - Ecom

    • loans transactions:

      • Atome Loan

      • Overdraft

      • Personal Loan

Links to wireframes/UI:

category icons: https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=14926%3A101773