Feature #5720
Updated by Yalavarthi Thriveni about 2 months ago
Description
Build a simple and user-friendly Expense Management Module that allows the team to record expenses with a selected expense type, amount, and date.
The system must display expenses in a list sorted by the latest entry first and provide filters such as Today’s Expenses and Monthly Expenses.
New expense types should be dynamically addable.
Predefined Expense Types (Flat List — Utility + Administrative)
Electricity Bill
Water Bill
Internet/WiFi Bill
Phone/Mobile Bill
Office Rent
Office Supplies
Cleaning Materials
Snacks & Refreshments
Printing / Photocopy
Stationery
Waste Disposal
Office Maintenance
Software Subscription
Repair & Service Charges
Generator Fuel / Backup Power
Courier Charges
Miscellaneous Expense
Acceptance Criteria
1. Expense Type Management
AC1: Admin/User can view a predefined list of expense types.
AC2: User can add a new custom expense type.
AC3: Newly added expense types should appear in the expense type dropdown.
AC4: System should not allow duplicate expense type names.
2. Add Expense Entry
AC1: User should be able to select an expense type from dropdown.
AC2: User should be able to enter the amount (only positive numeric values allowed).
AC3: Date field must default to today’s date.
AC4: User should be able to select a previous date if required.
AC5: On Save, the system must store: expense type, amount, date, entry created timestamp
AC6: After saving, the entry should appear immediately in the Expenses List.
3. Expense List View
AC1: List should show all expenses sorted latest entry first.
AC2: Columns must include: Expense Type, Amount, Date
AC3: Newly added expenses must appear at the top of the list without refresh (optional but ideal).
4. Filters
Today Filter
AC1: Show all expenses where date = today
AC2: Display total expenses for today
Monthly Filter
AC3: Show all expenses for the selected month
AC4: Display monthly total
5. Validation Rules
AC1: Expense type is required
AC2: Amount must be > 0
AC3: Date cannot be a future date
AC4: System must show proper error messages for invalid inputs
6. Performance & UX
AC1: Selecting filters should update results instantly
AC2: Dropdown for expense type should load quickly
AC3: UI must follow a consistent layout with clean spacing
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