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Phase 2 Quick Start: Using Wallet Enhancement Features

🎯 What's New

Phase 2 adds 3 major features to improve wallet management:

1️⃣ CSV Export

Export your transaction history to a spreadsheet file.

2️⃣ Item Details Modal

Click any wallet item to see complete details including balance breakdown.

3️⃣ Smart Filtering

Filter transactions by type, date range, and search text.

📥 How to Export Transactions

Step-by-Step

  1. Go to Wallet Page

  2. Click "Wallet" in the navigation menu

  3. Apply Filters (Optional)

  4. Select transaction type (All Types, Issued, Claimed, Redeemed, Expired)
  5. Select date range (All Time, Last 7 Days, Last 30 Days, Last Year)

  6. Search by transaction ID or reason

  7. Click Export CSV Button

  8. Located in the header next to transaction count
  9. Blue button with 📥 icon

  10. Label: "📥 Export CSV"

  11. File Downloads

  12. File name format: transactions-YYYY-MM-DD.csv
  13. Opens in your default CSV/spreadsheet application
  14. Compatible with Excel, Google Sheets, Numbers, etc.

What's Included in Export

Column Example Notes
Transaction ID tx_abc123... Unique identifier
Type ISSUE, CLAIM, REDEEM, EXPIRE Transaction type
Amount "500 NOK" With currency
Reason "Welcome bonus" Optional
Status PENDING, COMPLETE, FAILED Transaction status
Date "18. nov. 2024" Norwegian format
Time "14:30:45" Local time

Pro Tips

  • Filtered Export: The export button respects your current filters
  • Budget Analysis: Export and analyze spending in your spreadsheet
  • Tax Records: Keep exports for accounting and tax purposes
  • Monthly Reports: Set date range to "Last 30 Days" and export monthly

📋 How to View Item Details

Step-by-Step

  1. Go to Wallet Page

  2. See all your giftcards, tokens, and tickets as cards

  3. Click on Any Item

  4. Card becomes interactive (shows pointer cursor)

  5. Click anywhere on the card to open details

  6. Modal Opens

  7. Shows full item information
  8. Can see balance details for giftcards

  9. See exact expiration date and dates

  10. Close Modal

  11. Click the ✕ button in top-right
  12. Click outside the modal
  13. Click the "Close" button at bottom

Information Shown

All Items

  • ✅ Item type and icon
  • ✅ Current value (remaining balance)
  • ✅ Status (ACTIVE, REDEEMED, EXPIRED)
  • ✅ Created date
  • ✅ Claimed date (if applicable)
  • ✅ Expires date (if applicable)
  • ✅ Item ID (unique identifier)

Giftcards (Additional)

  • ✅ Original value
  • ✅ Amount used
  • ✅ Remaining balance
  • ⚠️ Warning if expiring within 30 days

Expiration Warnings

  • 🟠 Orange "⚠ Expiring Soon" badge on cards expiring within 30 days
  • 🔴 Red warning text in modal: "Expiring Soon - Redeem before expiration"

Quick Actions

  • Redeem Now: Click to redeem an active item (button shown if item is ACTIVE)
  • Copy ID: Click the Item ID to copy it to clipboard

🔍 How to Filter Transactions

Filter Options

By Transaction Type

  • All Types: Show everything
  • Issued (➕): When you received giftcards
  • Claimed (🎁): When you claimed items
  • Redeemed (💳): When you spent items
  • Expired (⏱): Items that expired

By Date Range

  • All Time: Show all transactions (default)
  • Last 7 Days: Past week only
  • Last 30 Days: Past month only
  • Last Year: Past 12 months only

By Search Text

  • Type transaction ID or reason
  • Searches both fields simultaneously
  • Case-insensitive matching

Using Multiple Filters Together

Example Workflow: 1. Select Type: "Redeemed" → Show only spent items 2. Select Date: "Last 30 Days" → Only this month 3. Type search: "restaurant" → Only specific reason 4. Click "Export CSV" → Download filtered results

💡 Common Use Cases

1. Check Expiring Items

  1. Look for items with orange "⚠ Expiring Soon" badge
  2. Click item to see exact date
  3. Use Redeem button if still have balance

2. Track Monthly Spending

  1. Set date range to "Last 30 Days"
  2. Set type to "Redeemed"
  3. Click "Export CSV"
  4. Open in spreadsheet to calculate total spent

3. Audit History

  1. Search for specific transaction ID
  2. Click item to see all details
  3. Export to save for records

4. Find Unspent Balance

  1. Items with status "ACTIVE" still have value
  2. Click each to see remaining balance
  3. Plan how to use before expiration

⚙️ Technical Details

Browser Compatibility

  • Works in all modern browsers (Chrome, Firefox, Safari, Edge)
  • Downloads to your default downloads folder
  • No account upload or external sharing

Privacy & Security

  • All filtering happens in your browser
  • No data sent to external servers for export
  • File generated locally using PapaParse library
  • Export includes only your transactions

File Format

  • Standard CSV (Comma-Separated Values)
  • Encoded as UTF-8 with proper characters
  • Compatible with all spreadsheet applications

❓ Troubleshooting

Export Button Not Appearing

  • Solution: Refresh the page (Ctrl+R or Cmd+R)
  • Make sure you have transactions to export
  • Solution: Click outside the modal or press Escape
  • If stuck, refresh the page

Filters Not Working

  • Solution: Check that at least one transaction matches criteria
  • Try clearing all filters (select "All Types" and "All Time")

File Won't Open

  • Solution: Make sure your spreadsheet app is the default for CSVs
  • Try opening with Google Sheets or another app

Date Format Wrong

  • All dates use Norwegian format (DD. MMM. YYYY)
  • Example: "18. nov. 2024" = November 18, 2024

📞 Need Help?

  • Check the transaction filter help text
  • Hover over icons for tooltips
  • All data shown is from your account only
  • No personal data is shared

Last Updated: 2024
Version: Phase 2 Release 1.0