Allow user to enter Individual National Party Pres. Nominating Convention Account JF Transfer Memo on Schedule A (Group A)

[GreggMoreland]

Business Reason

As a Committee Administrator, I will be able to enter a ’Individual National Party Pres. Nominating Convention Account JF Transfer Memo‘ sub-transaction under **"Joint Fundraising Transfer - National Party Pres. Nominating Convention Account" on Schedule A of a Form 3X report so that I can accurately report on my committee's transactions.

NOTE: This is a "child" transaction that will be associated with a parent transaction.

Acceptance Criteria

Given I am a Committee Administrator
And I am editing a Joint Fundraising Transfer - National Party Pres. Nominating Convention Account transaction on an open report
Then I will have the option to enter the following sub-transaction:

• Individual National Party Pres. Nominating Convention Account JF Transfer Memo

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

---

Contact

• CONTACT TYPE (Read-only, INCLUDES LOOKUP)
  -- INDIVIDUAL only

• LAST NAME (Required)

• FIRST NAME (Required)

• MIDDLE NAME (Optional)

• PREFIX (Optional)

• SUFFIX (Optional)

Address

• STREET ADDRESS (Required)
• APARTMENT, SUITE, ETC. (Optional)
• CITY (Required)
• STATE/PROVINCE (Required)
• ZIP/POSTAL CODE (Required)
• EMPLOYER (Required if Aggregate > $200)
• OCCUPATION (Required if Aggregate > $200)

Receipt Information

• DATE RECEIVED (Required)
• MEMO ITEM (Optional)
  This will be automatically checked and the user CANNOT change it.
• AMOUNT (Required)
  Note: AMOUNT can contain a negative value.
• AGGREGATE (Required)
  -- Amount Displayed will be the total of all contributions that are:
  --- From the person (ENTITY) and within "National Party Convention Account" (Dev/QA Note: Aggregation Group is "NATIONAL_PARTY_CONVENTION_ACCOUNT")
  --- from January 1 of report year to the Contribution Date* of the transaction.
  --- *If there are two transactions with the same Contribution Date for the contributor, use date/time stamp transaction was created.

Additional information

• CONTRIBUTION PURPOSE DESCRIPTION (Read-only, system-generated)
  Multi-line textbox that must read "Pres. Nominating Convention Account JF Memo: XX ", where XX is auto-populated with the name of the committee entered in parent transaction JF_TRAN COL SEQ 8
• NOTE OR MEMO TEXT (Optional)

---

Then I will be able to:

• Cancel
• Save & add another “Individual National Party Pres. Nominating Convention Account JF Transfer Memo" associated to the same "parent"
• Back to Joint Fundraising Transfer - National Party Pres. Nominating Convention Account
• Save & view all transactions [will go to "Manage your transactions" Table]
• Edit as needed

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.

If the Aggregate amount is <= $200,
Then the transaction will be unitemized upon saving and saved without it's own line item on the *.fec file.

• BACK REFERENCE TRAN ID NUMBER (COL_SEQ_5) must populate with Tran ID of the parent transaction. This is required.
• BACK REFERENCE SCHED NAME (COL_SEQ_6) must populate with Form Type field of the parent transaction. This is required.

See Schedule A spec here.

See Individual National Party Convention Account JF Transfer Memo spec here.

QA Notes

Dev Note

DEV Notes

null

Design

null

[AureliaKhorsand]

@MitchellTCG @mary-tcg ready for wireframe

[mjtravers]

Passes CR but awaiting e2e screenshot. Sending to QA.

[WiseQA]

QA review verified Individual National Party Pres. Nominating Convention Account JF Transfer Memo is created and is editable once saved.

Verify Confirm popup window is displayed - creating a new Individual contact.

Verified Child / Parent association.

Verified Transactions table is updated, and transaction is itemized – Aggregate amount is >200.01

Verified "Confirm" popup window displayed showing Employer and Occupation was added to contact.

Verified Transactions table is updated, and transaction is unitemized – Aggregate amount is <200.00

Verified “Back to Joint Fundraising Transfer”, “Save & add another memo”, “Save & view all transactions” buttons functional and working.

QA Review Completed. Moved to Stage Ready.