System to default to Quarterly or Monthly report selection based on committee filing frequency

AureliaKhorsand commented 2 years ago

Business Reason

As a Committee Administrator, I will be able to, by default, see the monthly or quarterly report listing on Manage Reports based on my filing frequency so that I can more easily see my report options, but optionally be able to change to a different frequency.

Acceptance Criteria

Given I select 'Add a report' on the 'Manage reports' page

When I select Form 3x from the dropdown

Then the form is displayed, the 'Reporting frequency' radio button will default according to the following:

if Filing Frequency = M, system will default to 'Monthly Reporting'
if Filing Frequency = Q, A or T, system will default to 'Quarterly Reporting'

And I can still change the 'Reporting frequency' selected

QA Notes

Devs will work with QA to verify

DEV Notes

Currently, this page defaults to 'Quarterly Reporting' when it is loaded.
API Endpoint here see "filing_frequency"
-(Filing frequency is stored on the back end for each Committee Account)- Filing frequency is retrieved per-session from the configured source of committee data (mock data/prod efo/test efo) through a request made from the fecfile api, and will determine what the default selection is when a user goes to create a report. Includes Q (Quarterly), M (Monthly), T (Termination), A (Administrative Termination)
If filing frequency is Q or M, then default to that option, but allow user to change it

Design

null

See full ticket and images here: FECFILE-1229

AureliaKhorsand commented 3 months ago

Per the quarterly design review in October of 2023, Debbie confirmed that the report should not be pre-selected. However, system should default to either the Monthly or Quarterly tab based on filing frequency.

@GreggMoreland can you take a pass at adding ACs that say based on the filing frequency we read from FEC, we default the appropriate "tab" in the create report section?

GreggMoreland commented 3 months ago

@AureliaKhorsand after the 6/4/2024 Requirement meeting decision, how should the system treat a filing frequency that is something other than M or Q? I have updated it to look for any condition.

exalate-issue-sync[bot] commented 1 week ago

passes CR moving to QA

exalate-issue-sync[bot] commented 1 week ago

Shelly Wise commented: QA review verified system default filing frequency for a Quarterly or Monthly and the ability to change default.

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QA Review Completed. Moved to Stage Ready.

fecgov / fecfile-web-app