Transactions Page Filtering and Style Optimization Report

[tonysu9]

Author: @tonysu9
Date: May 23, 2025

Overview

This report summarizes the functional enhancements and bug fixes applied to the Transactions page, focusing on refining filter logic and optimizing the visual presentation of the transaction list. The updates aim to ensure seamless multi-criteria filtering and to align the list’s styling with the Dashboard’s transaction display standards.

Key Improvements

1. Combined Filter Logic

Feature:
Users can now apply both “Date Range” and “Income/Expenditure Type” filters simultaneously without either condition being reset or overridden.
Purpose:

• Empowers users to drill down on transactions more precisely (e.g., view only “Expense” entries from May 1–May 15).
• Prevents filter conflicts that previously led to incomplete or unexpected result sets.

2. UL Display Style Alignment

a. Amount Field Validation

Feature:

• The
  –based transaction list on the Transactions page has been restyled to match the Dashboard’s transaction cards. Each list item now includes:
  • Icon indicating transaction type (income vs. expense)
  • Amount prominently displayed (with debit/credit color cues)
  • Remarks rendered below the amount
  • Date arranged to the right in “YYYY-MM-DD” format
    Purpose:
  • Delivers a consistent look and feel across the application.
  • Improves readability and quick scanning of transaction details.

  Technical Details

  Tools & Technologies

  Frontend Framework: React (with Tailwind CSS)
  Filter Logic Implementation:

  • Refactored the state management in the filter component to maintain separate state slices for dateRange and txnType.
  • Combined the two criteria in a single .filter().

  UI Update:

  • Updated the
  • markup in TransactionList.tsx to include semantic wrappers for each element.
  • Applied Tailwind utility classes for flex layout and spacing.

  Resolved Debugging Issues

  **Issue: ** Applying a new date range would reset the previously selected Income/Expenditure Type filter (and vice versa), leading to confusing user experience.
  Solution: Separated filter state and chained both conditions in sequence, ensuring that each update preserves the other criterion.
  **Issue: ** The transaction list on the Transactions page used a basic bullet list without icons or aligned formatting, diverging from the Dashboard style.
  Solution: Redesigned the list item structure and styling to mirror the Dashboard’s transaction component, adding icons and flex-based alignment.

  Outcomes

  User Experience

  • Users can now effortlessly combine date and type filters, reducing clicks and improving discovery of relevant transactions.
  • The unified list appearance fosters familiarity and speeds up visual parsing of transaction details.

  Maintainability

  • Filter logic is now clearer and easier to extend (e.g., adding a “Category” filter in the future).
  • UI components follow consistent design tokens, streamlining future style updates.

  Next Steps

  Additional Filter Options

  • Introduce a “Category” dropdown and ensure it composes seamlessly with the existing date and type filters.

  Accessibility Enhancements

  • Add ARIA labels to icon elements and ensure proper keyboard focus order on filter controls

  Micro-Animations

  • Animate filter result updates (e.g., fade-in new items) and hover states on list items to enrich user feedback.

  Submitted by: @tonysu9