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[RFG 2023] Move Donations (all sources) to Donations | Summary #3732

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cielf opened this issue Jul 10, 2023 · 3 comments · Fixed by #3795
Closed
2 tasks

[RFG 2023] Move Donations (all sources) to Donations | Summary #3732

cielf opened this issue Jul 10, 2023 · 3 comments · Fixed by #3795
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Ruby for Good 2023 DC Created for Ruby for Good 2023 DC

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@cielf
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cielf commented Jul 10, 2023

Summary

Move the Donations functionality from the dashboard to the left hand menu

Why

Part of Dashboard rework

Details

We are talking about the card accessed from the dashboard as "Donations"
A view containing this info will be be accessed via the left hand menu by clicking "Reporting & Auditing" then "Donations Summary"
This will require a new controller and view
The card will be removed from the dashboard
Note that we'll need the filtering functionality in the new report

Other things you should know

We are grouping a number of dashboard-related changes together and will merge these individual changes into a long lived dashboard-related branch. We will merge this long lived branch into main when we are ready to release the whole suite.

We may want to make the filtering functionality a common element between all of these separate reports (if it isn't already)

Criteria for completion

  • Dashboard Donations functionality moved - now accessed via left hand menu Reporting & Auditing | Donations Summary
  • Tests modified accordingly
@cielf cielf added the Ruby for Good 2023 DC Created for Ruby for Good 2023 DC label Jul 10, 2023
@ChaelCodes
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I'll work on this one!

@ChaelCodes
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Can I make this a new route on donations? /donations/summary?

@awwaiid
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awwaiid commented Aug 5, 2023

Thank you! I've merged this in and we'll do some further review/QA as part of the feature branch.

@awwaiid awwaiid closed this as completed Aug 5, 2023
@awwaiid awwaiid added this to the Dashboard Update milestone Nov 12, 2023
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