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

[GreggMoreland]

Business Reason

As a Committee Administrator, I will be able to enter a ”PAC National Party Pres. Nominating Convention Account JF Transfer Memo” sub-transaction under a ”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 editing an open Form 3X report
And I am editing a Joint Fundraising Transfer - National Party Pres. Nominating Convention Account on an open report
Then I will have the option to enter the following sub-transaction:

• PAC 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)
  -- Committee Only
• COMMITTEE NAME (Required)
• COMMITTEE ID (Required)

Address

• STREET ADDRESS (Required)
• APARTMENT, SUITE, ETC. (Optional)
• CITY (Required)
• STATE/PROVINCE (Required)
• ZIP/POSTAL CODE (Required)

Contribution

• 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)
  Field description in API: RECEIPT DESCRIPTION
  Data field: multi-line textbox that MUST SAY “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 (A/N-100, Optional)

---

Then I will be able to:

• Cancel
• Save & add another “PAC 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 PAC National Party Pres. Nominating 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 verified PAC National Party Pres. Nominating Convention Account JF Transfer Memo is selectable from the dropdown

Verified PAC National Party Pres. Nominating Convention Account JF Transfer Memo page is displayed

Verify Confirm popup window is displayed - creating a new committee contact

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

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

Verified “Cancel”, “Save & add another”, “Save & view all transactions” buttons functional and working.

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

QA Review Completed. Moved to Stage Ready.