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