UX/UI FecFile Feedback

[exalate-issue-sync]

From the email:

Here are some things I would like to see happen in FecFile. Normally, I have small PACS and JFCs in FecFile and the volume is not excessive; however, this election cycle, I have a couple of campaigns and one, in particular, has a bit of WinRed. I don’t use the import spreadsheet, because I manually have to add in the Conduit Memo/Intermediary so I just manually enter the transactions.

 

QA Notes

null

DEV Notes

null

Design

A few things I would like to see are the following:

Ability to import the intermediary using the import spreadsheet. Seems we should be able to add a column to the spreadsheet for the Intermediary ID, amount, and election period and it should pull to the contributing donor.

Ability to track contributions to future elections (currently, I keep an excel spreadsheet of all G2024 donations for my particular Fecfile clients.)

Ability to track excessive donors

See full ticket and images here: FECFILE-1901

[exalate-issue-sync]

akhorsand commented: [~accountid:712020:6466b08c-50a2-42ee-ad81-cfe79921d3e8] Can we split this out into individual tickets to track the work? In the description, that straightforwardly seems like import functionality, so I would be ok closing out that feedback and referencing the epic for Import/Export. (This also goes towards Design #1). Design #2 will be our All-Transaction page. Design #3 can be a nice-to-have future functionality, since we haven’t built in any dollar caps and contribution limit tracking (in fact, we’d actively avoided it). Happy to talk through this more.

[exalate-issue-sync]

Shannon Clark commented: [~accountid:61b0b42cd5986c006a9e1c94] I don’t mind splitting this into tickets to track the work. I’ll need to run this by [~accountid:61b0b42cc510bc006b5c03ed] and [~accountid:5b93ddba73130a2b8c662e23] first because i’m not sure who wrote this and if it’s something that we’re going to be doing in the near future, or how they would like it to be. I’ll be sure to ask.

[exalate-issue-sync]

Jonella Culmer commented: Thanks [~accountid:712020:6466b08c-50a2-42ee-ad81-cfe79921d3e8] and [~accountid:61b0b42cd5986c006a9e1c94]. I don’t mind if we split these out, but I’d like to retain the original feedback If it’s simpler just link to this ticket with the original comments so we don’t lose it. Saying “create an all transactions page” in the new ticket is not a replacement for “being able to modify a spreadsheet to change data columns on import.”