Story
CDI-31 As a user, I need to know what Mendix/BBCRM environment I am in, so that I know what data I am affecting
CDI-30 As Wendy, I need to know how many records I’m about to process, so that I don’t accidentally update thousands
CDI-27 As Wendy, I need to update GAD with confirmation, so we can correctly claim gift aid
CDI-26 As Wendy, I need to add GAD evidence media link to a constituent record, so we can correctly claim gift aid
CDI-18 As finance, I need to be able to distinguish adjustment records, so that I can look at revenue and adjustments separately
CDI-17 As finance, I need to be able to search records for audit purposes
CDI-16 As finance, I need to see who processed the donation, so that I can enter the data into Dimensions
CDI-15 As finance, I need checks to have a pay-in slip number, so that I can enter the full data into Dimensions
CDI-14 As finance, I only need to see the unentered revenue records, so that I can see what I need to enter clearly
CDI-13 As finance, I need to make sure CRM cannot post ended financial periods, so that I don’t get errors in Dimensions
CDI-11 As finance, I need to see revenue grouped, so that I can visually scan records quickly
CDI-10 As finance, I need to export data from Mendix, so that I can use it in excel
CDI-9 As finance, I need to see a list of revenue records, so that I can check what I need to process
CDI-6 As finance, I want to import data from BBCRM ad-hoc queries into Mendix, so that it can be displayed nicely
CDI-4 As finance, I need to know more details about the adjustment(s), so that I can generate a journal
CDI-2 As finance, I need a list of recently posted adjustments, so that I can generate a journal
CDI-1 As finance, I need a list of recently posted revenue, so that I can generate a journal
Task
CDI-34 Release to Production
CDI-33 Write-up user guidance for gift aid evidence load process
CDI-29 Add ad-hoc query for web GAD confirmation
CDI-28 Add custom domain
CDI-5 Map out process before designing application