Allow user to enter Independent Expenditure - Void on Schedule E

[GreggMoreland]

Business Reason

As a Committee Administrator, I will be able to enter a ”Independent Expenditure - Void" transaction on Schedule E of a Form 3X report so that I can accurately report on my committee's transactions.

Acceptance Criteria

Given I am a Committee Administrator editing an open Form 3X report

Then go to Add a disbursement

Then I can enter a transaction with the type “Independent Expenditure - Void" under the "Independent Expenditures" Accordion link

Then I will be required to enter the following information (unless otherwise noted):

Payee

#

• LOOKUP

  Dropdown options: Organization, Individual

  *Note - please default to Organization.

— if CONTACT TYPE = Organization

• ORGANIZATION NAME (Required)

— if CONTACT TYPE = Individual

• LAST NAME (Required)
• FIRST NAME (Required)
• MIDDLE NAME (Optional)
• PREFIX (Optional)
• SUFFIX (Optional)

1. Address

   #

• STREET ADDRESS (Required)
• APARTMENT, SUITE, ETC. (Optional)
• CITY (Required)
• STATE/PROVINCE (Required)
• ZIP/POSTAL CODE (Required)

1. Expenditure information

   #

• DISSEMINATION DATE (At least one date is required. If one is entered, the other is optional)
• DISBURSEMENT DATE (At least one date is required. If one is entered, the other is optional)
• DISBURSEMENT DATE (At least one date is required. If one is entered, the other is optional)
  • Note: If only one date is present, that date must be within the report coverage period. If both dates are present, the Date of Disbursement must be within the report coverage period.
• MEMO ITEM (Optional)
• AMOUNT (Required, must be negative)
• CALENDAR YEAR-TO-DATE (Required)
  • Amount Displayed will be the total of contributions that are:
    • For the selected ELECTION CODE/ELECTION YEAR and Candidate selected
      • within Aggregation Group of "INDEPENDENT_EXPENDITURE"
      • from January 1 of report year to the Disbursement Date* of the transaction.
      • (IF Disbursement Date is not entered, then use Dissemination Date of the transaction-

1. Candidate information

   #

• SUPPORT/OPPOSE CODE (Required, values Support, Oppose)

  And the user will be required to select a Candidate using the LOOKUP, and upon selection the following will be populated:

• CANDIDATE ID (Optional)

• CANDIDATE LAST NAME (Required)

• CANDIDATE FIRST NAME (Required)

• CANDIDATE MIDDLE NAME (Optional)

• CANDIDATE PREFIX (Optional)

• CANDIDATE SUFFIX (Optional)

• CANDIDATE OFFICE (Required)

• CANDIDATE STATE (Required if (CANDIDATE OFFICE is 'House' or 'Senate') or If (CANDIDATE OFFICE = President and the Election Code = P-Primary))

• CANDIDATE DISTRICT (Required if CANDIDATE OFFICE is 'House')

1. Election information

   #

• ELECTION CODE (Required)
• ELECTION YEAR (Required)
• ELECTION DESCRIPTION (Required if Election Code is Other)

1. Additional information

   #

• PURPOSE OF EXPENDITURE (Required)

  Note: This field is REQUIRED but editable by the user. The User must enter information here to save. If the field is not populated, red error message "This is a required field."

• NOTE OR MEMO TEXT (Optional)
• CATEGORY CODE (Optional)

1. Committee treasurer

   #

• LAST NAME (Required)

• FIRST NAME (Required)

• MIDDLE NAME (Optional)

• PREFIX (Optional)

• SUFFIX (Optional)

• DATE SIGNED (Required)

—

Then I will be able to:

• Cancel
• Save
• Edit

And if the Aggregate amount is >= $200.01,

Then the transaction will be itemized upon saving and saved with it's own line item on the *.fec file on line SE.

If the Aggregate amount is [x] Update schema to match Spec Updates spreadsheet tab here This is a consolidated specification

Wireframes

1. IE Void Inital load with Candidate info collapsed Private Zenhub Image

2. IE Void Fully expanded Private Zenhub Image

3. Expenditure info error Private Zenhub Image

4. Candidate info error Private Zenhub Image

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QA Notes

null

DEV Notes

null

Design

• [x] BA/Design Quality Checklist complete
• The only difference between this and #1082 is this has 'void' in the title and the amount must be negative
• ENTITY can be Organization, Individual, or Committee, but should default to Organization.

• (NOTE: aggregate calculation is being done in #1386) There are two aggregates calculated on the back end. There is the aggregate that populates "Calendar Y-T-D" on the front-end, and the ENTITY aggregate, which determines itemization. This aggregate is the total of transactions: --- From the person (ENTITY) --- within Aggregation Group of "INDEPENDENT_EXPENDITURE" --- from January 1 of report year to the Disbursement Date of the transaction. --- (IF Disbursement Date is not entered, then use Dissemination Date of the transaction.)

  See full ticket and images here: FECFILE-754

[mary-tcg]

@AureliaKhorsand @GreggMoreland @MitchellTCG wire added

[AureliaKhorsand]

@MitchellTCG @mary-tcg can we show the Candidate information collapsed in a wire, then expanded in the other with the data filled in? Also, a wire showing the validation error if the Candidate information is not entered (should look the same as #1164).

We also need the error message similar to #294 to apply for the dates. It's odd, because if one date is present, that error applies, but if both are present, it only applies to Disbursement date.

[MitchellTCG]

@GreggMoreland Wires posted and UX review complete please note that Support and Oppose radio buttons are unselected upon initial load but a choice is required

[MitchellTCG]

Wires are updated

[mjtravers]

@WiseQA Until ticket #1386 is done, the CALENDAR YEAR-TO_DATE value will simply match the AMOUNT value.

[mjtravers]

Passes CR. Sending to QA.

[WiseQA]

QA review verified when selecting "Add a disbursement" then under "Independent Expenditures" select 'Independent Expenditure - Void" transaction page is displayed.

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Verified LOOKUP is defaulted to Organization.

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Verified Independent Expenditure - Void transaction page is displayed.

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Verified Amount when entered is a negative number

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Verified Amount field and Calendar Year-To-Date fields are populated with amount. Calendar Year-To-Date is read-only field. (Note: Actual functionality in ticket 1386)

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Verified entering Dissemination Date outside report coverage dates the "Just checking ... " popup window is displayed. Memo Item becomes a required field.

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Verified entering Disbursement Date outside report coverage dates the "Just checking ... " popup window is displayed. Memo Item becomes a required field.

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Verified error message displayed "At least ONE date field must be entered"

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Verified Candidate information error message displayed "An answer is required"

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QA review verified the transactions table to display date column as currently designed. The Disbursement Date field will be populated in the date column of the transactions table only at this point. (NOTE: Future clarification with FEC to determine if the Dissemination Date field will populate in the date field if Disbursement date is NOT filled in in the transaction)

Line number 24 has been added to the transactions table for the Independent Expenditure - Void disbursement transaction.

[WiseQA]

QA review retested transaction and verified transactions action table is being updated correctly (by current design / requirement). Line 24 verified added for Independent Expenditure - Void disbursement transaction.

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QA Review Completed. Moved to Stage Ready.

[WiseQA]

Ticket placed on-hold as a DEFECT #1456 was found during Sprint 32 demo. DEFECT #1456 PASSES.

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@MitchellTCG IE Transactions have been retested and validated as Passing for Sprint 32. Removed on-hold and closed.