The system will employ a Lookup feature when entering transactions in order to allow the user to pull existing contact information from the committee account's Contact Management table. This will also assist the FEC in making more accurate data available to the public.
Acceptance Criteria
_Note: The transaction entry form will only show the contact lookup until a contact is selected. Once a contact is selected, the transaction form will show._
Given the user is entering a transaction with the Entity Type of "CAN", whether user-selected or required by transaction type, Then they will be able to search their committee account's Contact Management table by name or ID using a Lookup feature to find and select an existing contact And the results will including the following information in the dropdown:
Last Name, First Name
Candidate ID
Office Sought: House, Senate, or President
"In Contacts"
And the Lookup results will:
highlight the matching text from the search box within the results
highlight a selection grey if hovered over with the pointer
be limited to 5 maximum (Dev/QA note: for now, users need to type more to narrow it down. #542 will address when results are more than 10.)
And when I select the contact I want, the system will pull in the contact information necessary for the transaction and show the full transaction entry form. If there are no results, the system will indicate as such.
BA notes
FECFile Online basic requirements as follows:
Users will be able to search their committee account's Contact Management table using a Lookup feature to find and select an existing contact for a transaction
When the user selects the contact, the system will pull in the contact information necessary for the transaction
The transaction will be associated with that contact (used for aggregations/itemization logic)
DEV notes
For JF_TRAN and JF_TRAN_PAC_MEMO schema, the donor_committee_name which should be required was made not required until this ticket creates the lookup and we can pair the donor_committee_fec_id with the donor_committee_name. With this ticket, the donor_committe_name should have the required property turned back on by removing the null from the "string" array
QA notes Wireframes
QA Notes
null
DEV Notes
null
Design
[ ] BA/Design Quality Checklist complete
Relevant existing Transactions to test:
To test, identify an existing candidate contact in Contact Management for your committee account and use that ID or name to search.
Business Reason
The system will employ a Lookup feature when entering transactions in order to allow the user to pull existing contact information from the committee account's Contact Management table. This will also assist the FEC in making more accurate data available to the public.
Acceptance Criteria
_Note: The transaction entry form will only show the contact lookup until a contact is selected. Once a contact is selected, the transaction form will show._
Given the user is entering a transaction with the Entity Type of "CAN", whether user-selected or required by transaction type, Then they will be able to search their committee account's Contact Management table by name or ID using a Lookup feature to find and select an existing contact And the results will including the following information in the dropdown:
And the Lookup results will:
And when I select the contact I want, the system will pull in the contact information necessary for the transaction and show the full transaction entry form. If there are no results, the system will indicate as such.
BA notes
FECFile Online basic requirements as follows:
DEV notes
For JF_TRAN and JF_TRAN_PAC_MEMO schema, the donor_committee_name which should be required was made not required until this ticket creates the lookup and we can pair the donor_committee_fec_id with the donor_committee_name. With this ticket, the donor_committe_name should have the required property turned back on by removing the null from the "string" array
QA notes Wireframes
QA Notes
null
DEV Notes
null
Design
Relevant existing Transactions to test:
To test, identify an existing candidate contact in Contact Management for your committee account and use that ID or name to search.
See full ticket and images here: FECFILE-1058