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  1. ui-finance
  2. UIF-317

Simplify UX for creating allocation transactions

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    Details

    • Template:
      Front-end User Story Template
    • Sprint:
      ACQ Sprint 120
    • Story Points:
      2
    • Development Team:
      Thunderjet

      Description

      Purpose: User have found the current allocation modal to be confusing and counter intuitive.

      User story statement(s):

      As a librarian managing financial structures,
      I want adjusting allocation to require as little thought as possible 
      so that i can avoid making mistakes and needing to create more transactions to reverse those mistakes

      Scenarios:

      1. Scenario: 
        • Given user is viewing a budget
        • When clicking the actions menu
        • Then user can choose Increase allocation
      2. Scenario: 
        • Given user has clicked increase allocation
        • When increase allocation modal appears
        • Then user does not need to select any Funds (Fund select is inactive)
        • AND user can simply add the desired amount, tags and description and click confirm
        • AND an allocation will be made "To" that budget for the desired amount
      3. Scenario: 
        • Given user is viewing a budget
        • When clicking the actions menu
        • Then user can choose Decrease allocation
      4. Scenario: 
        • Given user has licked Decrease allocation
        • When increase allocation modal appears
        • Then user does not need to select any Funds (Fund select is inactive)
        • AND user can simply add the desired amount, tags and description and click confirm
        • AND an allocation will be made "From" that budget for the desired amount
      5. Scenario: 
        • Given user is viewing a budget
        • When clicking the actions menu
        • Then user can choose Move allocation
      6. Scenario: 
        • Given user has licked Move allocation
        • When increase allocation modal appears
        • Then user can select 2 Funds between which they would like to move the desired amount
        • AND an allocation will be made "From" one budget "To" the next for the desired amount

        TestRail: Results

          Attachments

          1. Action menu options.png
            Action menu options.png
            146 kB
          2. Decrease allocation.png
            Decrease allocation.png
            137 kB
          3. image-2021-08-10-16-21-47-027.png
            image-2021-08-10-16-21-47-027.png
            105 kB
          4. Increase allocation.png
            Increase allocation.png
            143 kB
          5. Move allocation.png
            Move allocation.png
            136 kB
          6. Proof_1.png
            Proof_1.png
            137 kB
          7. Proof_2.mp4
            8.48 MB
          8. Proof_3.png
            Proof_3.png
            138 kB
          9. Proof_4.mp4
            7.61 MB
          10. Proof_5.png
            Proof_5.png
            138 kB
          11. Proof_6.mp4
            9.55 MB

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                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases