Allow users to enter Group B Transaction

[AureliaKhorsand]

Business Reason

As a Committee Administrator, I will be able to enter a transaction for "Offsets to Operating Expenditures" on Schedule A 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 I can enter a transaction with the type "Offsets to Operating Expenditures" from the Transaction Screen (for Individual and Organization Only)
Then I will be required to enter the following information (unless otherwise noted):

Contributor

• CONTRIBUTOR TYPE
  Field description in API: ENTITY TYPE
  Data field: Dropdown
  Dropdown options: Individual, Organization

---

if Entity = Organization

• ORGANIZATION NAME (A/N-200, Required)
  Field description in API: CONTRIBUTOR ORGANIZATION NAME
  Data field: textbox

---

if Entity = Individual

• LAST NAME (A/N-30, Required)
  Field description in API: CONTRIBUTOR LAST NAME
  Data field: textbox
• FIRST NAME (A/N-20, Required)
  Field description in API: CONTRIBUTOR FIRST NAME
  Data field: textbox
• MIDDLE NAME (A/N-20, Optional)
  Field description in API: CONTRIBUTOR MIDDLE NAME
  Data field: textbox
• PREFIX (A/N-10, Optional)
  Field description in API: CONTRIBUTOR PREFIX
  Data field: textbox
• SUFFIX (A/N-10, Optional)
  Field description in API: CONTRIBUTOR SUFFIX
  Data field: textbox

---

Address

• STREET ADDRESS (A/N-34, Required)
  Field description in API: CONTRIBUTOR STREET 1
  Data field: textbox
• APARTMENT, SUITE, ETC. (A/N-34, Optional)
  Field description in API: CONTRIBUTOR STREET 2
  Data field: textbox
• CITY (A/N-30, Required)
  Field description in API: CONTRIBUTOR CITY
  Data field: textbox
• STATE/PROVINCE (ALPHA-2, Required)
  Field description in API: CONTRIBUTOR STATE
  Data field: Dropdown
  Dropdown options: States without military
  https://docs.google.com/spreadsheets/d/17YmnaZgqvFOUyv4-Qknd8ikHe8o9LoDb/edit#gid=494776297
• ZIP/POSTAL CODE (A/N-9, Required)
  Field description in API: CONTRIBUTOR ZIP
  Data field: textbox

Contribution

• DATE RECEIVED (NUM-8…YYYYMMDD, Required)
  Field description in API: CONTRIBUTION DATE
  Data field: Date picker
• MEMO ITEM (A/N-1, Optional)
  Field description in API: MEMO CODE
  Data field: Checkbox
• CONTRIBUTION AMOUNT (AMT-12, Required)
  Field description in API: CONTRIBUTION AMOUNT
  Data field: textbox
• CONTRIBUTION AGGREGATE (AMT-12, Required)
  Field description in API: CONTRIBUTION AGGREGATE
  Data field: textbox (FOR NOW it will say $0.00)
  This is automatically calculated as an aggregate of this contributor's contributions YTD, in any reports, in chronological order

Additional information

• CONTRIBUTION PURPOSE DESCRIPTION (Read-only: A/N-100, Optional)
  Field description in API: RECEIPT DESCRIPTION
  Data field: multi-line textbox
• NOTE OR MEMO TEXT (A/N-100, Optional)
  Field description in API: MEMO TEXT/DESCRIPTION
  Data field: multi-line textbox

Then I will be able to:

• Cancel
• Save & view all transactions
• Save & add another
• Edit

Dev Note

See Schedule A spec here.

See Offsets to Operating Expenditures spec here.

Individual

Organization

QA Notes

null

DEV Notes

null

Design

null

[MitchellTCG]

Individual

[MitchellTCG]

Organization

[AureliaKhorsand]

@mjtravers , there is updated text for the guidance text under "Memo Item". It should read "Check the ‘Memo Item’ box for informational entries that are not counted in the committee’s cash on hand (e.g., contributor attribution, conduit information, ultimate payee, etc.)"

@MitchellTCG will provide updated wireframe.

[mjtravers]

Ready for CR. PR's to review are:
fecgov/fecfile-validate#76
fecgov/fecfile-web-api#121
#270

[WiseQA]

Transaction type "Offsets to Operating Expenditures" used for testing this ticket and selected from the Transactions Screen "Other" drop down menu. This transaction used as denoted in the Acceptance Criteria.

[WiseQA]

@mjtravers - bug fix "This is a required field" not displaying for the following:
CONTRIBUTION AMOUNT (AMT-12, Required)

Bug fix - This field cannot contain more than 100 alphanumeric characters.

CONTRIBUTION PURPOSE DESCRIPTION (Read-only: A/N-100, Optional)
NOTE OR MEMO TEXT (A/N-100, Optional)

Bug Fix:
Once the individual contact info was entered and saved, when I selected the same report to add another transaction the fields did NOT clear.

[mjtravers]

Bugs patched for CONTRIBUTION AMOUNT, CONTRIBUTION PURPOSE DESCRIPTION, NOTE OR MEMO TEXT, and the form not clearing properly. Ready for QA.

[WiseQA]

QA reviewed on this ticket to enter, Save & view all transactions, Save and add another, and edit a Group B Transaction. Test Case/Test Scripts written to test all these functionalities per acceptance criteria.

Two (2) Test Case/Test Scripts were developed for this ticket. One to encompass Individual / Candidate and one to encompass Organization / Committee. Reasoning is the steps are the same for these Contributor Types and test scripts can be rerun as written, and denoted in each test script.

Test Case/Test Script attached showing ticket “PASS”.
https://app.zenhub.com/files/306118986/26b42a3c-5017-4813-a963-13f22d46d955/download

https://app.zenhub.com/files/306118986/e468ff69-1cde-4072-9926-46c5086beeb0/download

QA review completed. Moved to Stage Ready.

[WiseQA]

Second review. Acceptance Criteria was incorrect, should only test Individual and Organization.

QA reviewed on this ticket to enter, Save & view all transactions, Save and add another, and edit a Group B Transaction. Test Case/Test Scripts written to test all these functionalities per acceptance criteria.

Two (2) Test Case/Test Scripts were developed for this ticket. One to encompass Individual and one to encompass Organization .

Test Case/Test Script attached showing ticket “PASS”.
https://app.zenhub.com/files/306118986/aeb2aeef-0dd0-4865-af4e-843560e29616/download

https://app.zenhub.com/files/306118986/e3750d43-55ea-40f1-a885-2d8f720ee424/download

QA review completed. Moved to Stage Ready.

[mjtravers]

The screen was updated so that the only options available for the Contributor Type select box are "Individual" and "Organization". Ready for QA

[WiseQA]

QA completed

Verified pulldown changed to Individual and Organization only. Passes adhoc testing.