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  1. ui-finance
  2. UIF-317

Simplify UX for creating allocation transactions

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Details

    • ACQ Sprint 120
    • 2
    • 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. Decrease allocation.png
            Decrease allocation.png
            137 kB
          2. Increase allocation.png
            Increase allocation.png
            143 kB
          3. Move allocation.png
            Move allocation.png
            136 kB
          4. Action menu options.png
            Action menu options.png
            146 kB
          5. image-2021-08-10-16-21-47-027.png
            image-2021-08-10-16-21-47-027.png
            105 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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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases