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[Task] - Fix the View report link on the Total payment volume tile #8706

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2 tasks done
Tracked by #8740
nagpai opened this issue Apr 24, 2024 · 3 comments · Fixed by #8726
Closed
2 tasks done
Tracked by #8740

[Task] - Fix the View report link on the Total payment volume tile #8706

nagpai opened this issue Apr 24, 2024 · 3 comments · Fixed by #8726
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category: projects For any issues which are part of any project, including bugs, enhancements, etc. focus: reporting

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@nagpai
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nagpai commented Apr 24, 2024

The View report link on the Total payment volume tile should lead to the Transactions page showing all types created over the last 7 days (or selected time filter) except for Loan disbursement and Loan repayment

It is currently showing all types created over the last 7 days (or selected time filter) . We need to make sure Loan disbursement and Loan repayment are excluded.

This may require creating an additional advanced filter on the Transactions page, to accommodate the above rule

Context

P2 - pdjTHR-3DQ-p2#comment-4954

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  1. pr: ready to merge
@haszari
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haszari commented Apr 29, 2024

Thanks for logging this @nagpai . We need to take a step back and understand the inconsistency between the payment widget/tile and the default transactions list view.

This is effectively new scope, as we all assumed that the tiles would link through to existing views. i.e. no changes needed, or trivial adjustments to default filtering, or possibly link through to a specific filtered view (using existing filters). FYI @jessy-p

I think it's worth taking a moment to check-in with design and product before we implement a solution. @rogermattic @souravdebnath1986 keen for your thoughts here – we missed this issue in initial exploration

@haszari
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haszari commented Apr 29, 2024

Suggestion: use new epic(s) for the changes needed to list screens. I think we can decouple the work safely, and use our original estimates/SP for the tile epics.

@souravdebnath1986
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Mentioned on P2 comment here. tl;dr we should keep report defaults separate from the view report dataset displays on the same report which will be dependent on time-filter and tile selected on the payment activity card.

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