On 08/29/2016 02:35 PM, Aaron Wolf wrote:
> On 08/29/2016 01:27 PM, Michael Siepmann wrote:
>> On 08/29/2016 01:45 PM, mray wrote:
>>> The last meeting made clear we need to settle on what we expect the page
>>> to do for a user.
>>> My impression was always that MVP needs a page to satisfy the basic need
>>> of people to see where there money goes in a system that is really "half
>>> baked". There may be more need for many other visualizations, but for
>>> this one it boils down to:
>>>  "Where did my money go?"
>>> (Aaron supposed to rename the tab to "Payment History" to somewhat
>>> clarify its purpose.)
>>> @Michael:
>>> What is your opinion on that matter? - What do you think the MVP page
>>> should do for the user.
>> I think it includes "Where did my money go?" but also, importantly,
>> "What's been happening with my pledges?".  People will pledge on
>> Snowdrift.coop because they want to support projects, so it's important
>> for the history page to show them what's happened each month with regard
>> to their support for projects, whether or not any of their money went
>> anywhere that month.
>> I don't think it's OK in mid-May 2016, for example, as illustrated in
>> the attached, to have the history tell them nothing about April and
>> March other than that spending got carried over because the payment
>> processing fee would make up more than 10%.
>>> I think any discussion about page mockups only makes sense in the
>>> specific context of what needs to be solved by them.
>> Agreed.
> I think two pages for "payment history" and "pledge history" should be
> considered. They each solve separate questions: (A) "where did my money
> go?" and (B) "How does this crowdmatch thing work in terms of my place
> in it and the projects I support?" (i.e. understand the system via
> reviewing your history as a patron). Both do seem relevant to MVP.
> Combining them may make it harder than designing to separately answer
> each question…

I don't see that they're so distinct.  If we completely remove "what
happened with my pledges?" from the "payment history" view then all
that's left is a list of credit card charges.  That really only answers
"how much of my money went, and when?" but leaves out "where".  We can't
answer "where" without showing how pledges, payment fees, and carryovers
(when applicable) led to the amount charged. 

I'm not convinced that "How does this crowdmatch thing work" is really a
suitable purpose to assign to the history.  Certainly it should ideally
help you understand it if you don't already.  But the primary purpose is
to show you want happened in your specific case, over the past months.

If we wanted a compact view that really is just "how much, when", then
we could potentially have a checkbox at the top of the page that
optionally hides everything except the amount charged each month,
collapsing each month-box in a view like

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