fecgov / fecfile-web-app

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Allow user to use Lookup within transaction for existing Candidate Contact #508

Open AureliaKhorsand opened 2 years ago

AureliaKhorsand commented 2 years ago

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

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DEV Notes

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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

AureliaKhorsand commented 2 years ago

Archived from ticket:

Dropdown example from fec.gov that we are basing design off of:

Image

MitchellTCG commented 1 year ago

@AureliaKhorsand @mary-tcg @JonellaCulmer

Wires posted. No need to add lookup dropdown.