From 348685b0314dd639f6fb1f224ccd1bf25d89c0f7 Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 10:48:09 +0800 Subject: [PATCH 1/7] Add Planned Enhancements --- docs/DeveloperGuide.md | 37 +++++++++++++++++++++++++++++++++---- 1 file changed, 33 insertions(+), 4 deletions(-) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 799f4156f4d..3fdbbe3fac5 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1826,16 +1826,44 @@ Expected: UniCa$h closes. ### Appendix: Planned Enhancements +**Get_Budget Command** + - The current `get_budget` command does not alter the transaction list when processing the expenses within the interval. This can lead to confusion as users may not be aware of the specific transactions that are being included in the calculation of the budget remainder, and as a result, mistaking the budget calculation as not working. We plan to apply a filter to the transaction list, like in `get_total_expenditure`, when `get_budget` is run to accurately display the list of transactions that we have included for the calculation to reduce this potential user confusion. - The current `get_budget`'s weekly interval calculation uses the week of year. However, given that this information is not immediately intuitive to users, users may not be aware of how weekly budgets are calculated, leading to confusion. We plan to modify `get_budget`'s weekly interval calculation to use the previous `6` days + today to make the command more intuitive for users. -- `find` to support all properties -- Add confirmation to some data deletion commands (`delete`, `clear_transactions`, `reset_unicash`) -- Expand summary window to incomes as well -- Batch deletion/clear (by day, by month, etc) + +**Find Command** +- The current `find` command is limited to searching for the name, location, and category of transactions only. + + We plan to add support for searching across all properties, including date & time, amount, and transaction type. +This would allow users to have even more precise control over the scope of transactions search. + +**Filter Clearing** +- Currently, the `find` (as mentioned [here](UserGuide.md#find-transactions)) +and `get_total_expenditure` (as mentioned [here](UserGuide.md#get-total-expenditure)) +commands have a persisting filter on the current `Transactions List` configuration. + + We plan to clear this filter on every command to avoid confusion. + +**Deletion Confirmation** +- The data deletion commands (`delete`, `clear_transactions`, `reset_unicash`) currently do not have any +confirmation required for execution. This means that the user can enter the command and the data deletion will +be executed immediately. + + We plan to add and additional step of deletion confirmation as a layer of safety for +the user's data. + +**Summary Window** +- The current summary window is limited to showing the summary of expenses only. + + We plan to extend this to showing a summary of incomes as well. + +**Batch Deletion** + +- ### Appendix: Potential Features @@ -1846,6 +1874,7 @@ Every user can... - Set recurring transactions - Support more than one global budget to allow users to set budgets for each category or different budgets for day/week/month - Support more types of transaction such as `transfer` +- Delete transactions in batches (by day, by month, etc) ### Appendix: Effort From 0410143831a237ce0847ffd91dfe2dd58754d874 Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 10:52:06 +0800 Subject: [PATCH 2/7] Update DG --- docs/DeveloperGuide.md | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 3fdbbe3fac5..69c709635ee 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1861,9 +1861,6 @@ the user's data. We plan to extend this to showing a summary of incomes as well. -**Batch Deletion** - -- ### Appendix: Potential Features @@ -1875,6 +1872,7 @@ Every user can... - Support more than one global budget to allow users to set budgets for each category or different budgets for day/week/month - Support more types of transaction such as `transfer` - Delete transactions in batches (by day, by month, etc) +- Get suggestions for cheaper alternatives to their purchases based on their purchase history ### Appendix: Effort From 67d0f31a8b6ad3d0fccfa61299f39b5206160240 Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 10:54:23 +0800 Subject: [PATCH 3/7] Update DG --- docs/DeveloperGuide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 69c709635ee..dc58c5867b4 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1841,7 +1841,7 @@ Expected: UniCa$h closes. We plan to add support for searching across all properties, including date & time, amount, and transaction type. This would allow users to have even more precise control over the scope of transactions search. -**Filter Clearing** +**Transactions List Filter Auto-Clearing** - Currently, the `find` (as mentioned [here](UserGuide.md#find-transactions)) and `get_total_expenditure` (as mentioned [here](UserGuide.md#get-total-expenditure)) commands have a persisting filter on the current `Transactions List` configuration. From a9502bad3538693de88ba4dff6d5c82f9fc8a1fb Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 10:55:45 +0800 Subject: [PATCH 4/7] Update DG --- docs/DeveloperGuide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index dc58c5867b4..97862713373 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1841,7 +1841,7 @@ Expected: UniCa$h closes. We plan to add support for searching across all properties, including date & time, amount, and transaction type. This would allow users to have even more precise control over the scope of transactions search. -**Transactions List Filter Auto-Clearing** +**Auto Clear Transactions List Filter** - Currently, the `find` (as mentioned [here](UserGuide.md#find-transactions)) and `get_total_expenditure` (as mentioned [here](UserGuide.md#get-total-expenditure)) commands have a persisting filter on the current `Transactions List` configuration. From f59dc13d0327186e9ffdb789e20cf723dcd406bd Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 11:05:07 +0800 Subject: [PATCH 5/7] Update DG --- docs/DeveloperGuide.md | 12 ++++++++++++ 1 file changed, 12 insertions(+) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 97862713373..92a47c6be05 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1861,6 +1861,16 @@ the user's data. We plan to extend this to showing a summary of incomes as well. +**Command Box** +- The current `CommandBox` only maintains user input history for up to `10` previous inputs. + + We plan to support the storing of a larger number of previous user inputs. + +***Add Transaction** +- Currently, there is no warning for the input of excessively high incomes or expenses. + + We plan to add a warning message to alert the users when such excessive amounts are added. + ### Appendix: Potential Features @@ -1873,6 +1883,8 @@ Every user can... - Support more types of transaction such as `transfer` - Delete transactions in batches (by day, by month, etc) - Get suggestions for cheaper alternatives to their purchases based on their purchase history +- Manage multiple financial accounts within UniCa$h +- Get intelligent autofill suggestions for frequently input commands ### Appendix: Effort From 4a09f2028295933970cf0f5d404e7bf4daa272fa Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 11:07:16 +0800 Subject: [PATCH 6/7] Update DG --- docs/DeveloperGuide.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 92a47c6be05..65a223064af 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1885,6 +1885,8 @@ Every user can... - Get suggestions for cheaper alternatives to their purchases based on their purchase history - Manage multiple financial accounts within UniCa$h - Get intelligent autofill suggestions for frequently input commands +- Export UniCa$h transactions data into a spreadsheet +- Import transactions from spreadsheet into UniCa$h ### Appendix: Effort From 782a191cd14574703e0849af81ed93f06f3eb974 Mon Sep 17 00:00:00 2001 From: Rubesh S Date: Tue, 14 Nov 2023 11:13:22 +0800 Subject: [PATCH 7/7] Fix type in DG --- docs/DeveloperGuide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 65a223064af..be2c78fa794 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -1886,7 +1886,7 @@ Every user can... - Manage multiple financial accounts within UniCa$h - Get intelligent autofill suggestions for frequently input commands - Export UniCa$h transactions data into a spreadsheet -- Import transactions from spreadsheet into UniCa$h +- Import transactions from a spreadsheet into UniCa$h ### Appendix: Effort