ID

BO42

EPIC

SM-1055 - BO: Transaction overview Done

US

SM-1088 - Transaction search by date Accepted

STATUS

DONE

Role: BOFE user (see access matrix)

Objective: As a BOFE user, I want to search for transaction(s) by date when transactions were executed

Reason: In order to see all transactions for particular account that are in date range that I as as BOFE user selected

Functional requirements:

  • all transactions that are in selected date range will be displayed for particular account

  • user can choose the option to define date range (“from“ and “to“ date) to search for transactions

    • user should have an option to manually type date for transaction search or use calendar to search for dates

Execution steps: user chooses “search“ option, selects search by date, selects date range and initiates search by date.

Internal dependencies: Dependent on transaction squad

External dependencies: N/A

Links to wireframes/UI: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=1%3A2197&t=fXeKBlIfaXt72lYM-4

Acceptance criteria: by clicking on “search“ all transactions for selected dates will be displayed regardless of the status of transaction, type of transaction