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cyclosproject / cyclos4-ui

A modern, simple and intuitive frontend for users of Cyclos
MIT License
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Add missing filters in banking pages #383

Closed tecnomada closed 4 years ago

tecnomada commented 4 years ago

Check with Cyclos web which filters are missing to add them. Don't forget to hide most of the filter and add the action "Show more filters"

tecnomada commented 4 years ago

The next filters were added, modified, fixed or improved: Account summary: 1- "Description": this filter is missing because there is no api to implement it. See CYCLOS-8277 in jira and #391 in github. 2- It were added the "Group" and "Channel" filters. 3- The "Filter" is now a multiselection field(used to be a singleselection).

Transfers overview: 1- It were added "Currency", "Users of the broker", "Transfer kind", "Charged back" 2- Fixed the "Filter" filter, now it shows the corresponding account types as categories. 3- The "From/To amount" filters were fixed to take the corresponding currency to be formatted.

Scheduled payments: 1- It were added the "Direction" and "Transaction number" filters.

Awaiting my authorization: 1- It were added the period ("Begin/End date"), "Payment type" (it is not shown yet due to an issue in Cyclos: CYCLOS-8274). 2- The "Currency" and "Transaction number" filters were hidden for this case.

Payment authorization: 1- It were added "From/To account" and "Action performed by" filters

Voucher search: 1- It was fixed the translation for the "Creation type" filter, it was "CreationType" and now is "Creation type" 2- It were changed the "Creation type" and "Printed" filters to be a dropdown. They were radio buttons but this kind of field is worst for small screens.

Account balance limits overview: 1- It was added the "Currency" filter 2- It were formatted the From/To personalized limits amounts with the corresponding currency.

Account payment limits overview: 1- It was added the "Currency" filter 2- It were formatted the From/To personalized limits amounts with the corresponding currency.

tecnomada commented 4 years ago

NOTE: the currency and accounts filters should modify the other filters. The behavior implemented is the next in all cases: The next filters should be updated when a currency can be determined due to a selected value in Currency or accounts filters: Payment filters, Transfer types, Amounts, Accounts (if a currency is selected). If there is an account selected in the filters with currency "A" and then a different currency "B" is selected in "Currency" filter, the account filter will be cleared and only account types with currency "B" will be displayed. This behavior between the currency and the account can't be tested yet in "Transfers overview" page due to CYCLOS-8282 (RESOLVED)

UPDATE: CYCLOS-8282 was already done