CHAD2 Infrastructure & Operations

📥

Chapter Import Pipeline

Data migration from CHAD1 Access databases to CHAD2 infrastructure

100

25 Done

45 In Progress

30 Other

🔗

External Integrations

Wells Fargo, accounting systems, email, SMS, and market data syncs

32 Done

12 In Progress

7 Other

🔐

Portal & Authentication

User auth, session management, portal features, and contact management

100

68 Done

18 In Progress

14 Other

🧪

QA & Testing Framework

WCAG testing, regression suites, PHPUnit automation, and performance testing

52 Done

25 In Progress

16 Other

Chapter Import Pipeline

The CHAD1 → CHAD2 data migration pipeline. A comprehensive multi-phase process to import chapter data, membership information, and historical records.

Phase 1: Database Foundation

ABC-261 Receive and review CHAD 1.0 import file Done

ABC-262 Create CHAD 2.0 Database Initial Tables (Part 1) Done

ABC-563 Create CHAD 2.0 Database Initial Tables (Part 2) Done

ABC-564 Create CHAD 2.0 Database Initial Tables (Part 3) Done

ABC-816 Create CHAD 2.0 Database Initial Tables (Part 4) Done

ABC-817 Create CHAD 2.0 Database Initial Tables (Part 5) Done

ABC-859 Create CHAD 2.0 Database Initial Tables (Part 6) Done

ABC-818 Gather and Sanitize CHAD Access Databases Done

Phase 2: Import Logic & Lookup Tables

ABC-861 Create import functionality Done

ABC-867 Create Reusable Lookup Table Migration Base Done

ABC-1556 Data Import Logic Done

ABC-1574 Migration for CSI & NAICS trade codes Done

ABC-1635 Import Chapter trades and trade areas (Part 1) Done

ABC-1636 Import Chapter trades and trade areas (Part 2) Done

ABC-1686 Import/migrate Lookup Tables for General & Contacts (Part 1) Done

ABC-1687 Import/migrate Lookup Tables for General & Contacts (Part 2) Done

ABC-1690 Import base National Lookup data - Titles Done

ABC-1691 Import base National Lookup data - Trades Done

ABC-1692 Import base National Lookup data - Company Types Done

ABC-1693 Import base National Lookup data - Individual Types Done

ABC-1694 Import base National Lookup data - Suffixes Done

ABC-1695 Import base National Lookup data - Status Types Done

ABC-1696 Import base National Lookup data - Social Media Done

ABC-1697 Import base National Lookup data - Contact Types Done

ABC-1698 Import base National Lookup data - Designations Done

Phase 3: Chapter Import UI

ABC-785 Data Import (CHAD) [Epic] In Progress

ABC-1809 Chapter Import Browse Screen Done

ABC-1810 Import Browse Screen Error Messages Done

ABC-1890 Import Browse/Detail/Processing/Permissions Updates (Part 1) Done

ABC-1891 Import Browse/Detail/Processing/Permissions Updates (Part 2) Done

ABC-1892 Import Browse/Detail/Processing/Permissions Updates (Part 3) Done

ABC-1893 Import Browse/Detail/Processing/Permissions Updates (Part 4) Done

ABC-1894 Import Browse/Detail/Processing/Permissions Updates (Part 5) Done

Phase 4: Bug Fixes & Hardening

ABC-1668 Import file display/upload bugs (Part 1) Done

ABC-1669 Import file display/upload bugs (Part 2) Done

ABC-1830 Integrity constraint violations Done

ABC-1849 Company-Individual relationships lost Done

ABC-1899 Import bugs for lookup table data Done

ABC-1961 Null email handling (Part 1) Done

ABC-1962 Note types (Part 2) Done

ABC-1963 Regions (Part 3) Done

ABC-1964 Users (Part 4) Done

ABC-1967 Foreign keys (Part 1) Done

ABC-1968 Date stamps (Part 2) Done

ABC-1969 Error reporting (Part 3) Done

ABC-1982 UAT import failures (Part 1) Done

ABC-2002 UAT import failures (Part 2) Done

ABC-2003 UAT import failures (Part 3) Done

ABC-2041 Virginia import (Part 1) Done

ABC-2042 Prospect columns (Part 2) Done

ABC-2044 Beam Club (Part 3) Done

ABC-2045 CSI codes (Part 4) Done

ABC-2068 Primary contacts (Part 1) Done

ABC-2072 Level of Interest (Part 2) Done

ABC-2112 Chapter not shown after import Done

ABC-2150 Expression/process failures (Part 1) Done

ABC-2189 Expression/process failures (Part 2) Done

ABC-2241 Address and invoice method fixes (Part 1) Done

ABC-2269 Address and invoice method fixes (Part 2) Done

ABC-2272 Open Fields handling (Part 1) Done

ABC-2273 Open Fields handling (Part 2) Done

ABC-2274 Open Fields handling (Part 3) Done

ABC-2275 Open Fields handling (Part 4) Done

ABC-2287 Types & Codes enhancements (Part 1) Done

ABC-2300 Types & Codes enhancements (Part 2) Done

QA Testing Notes: The import process is exceptionally complex with over 40 bug fixes logged. Key risks include data integrity constraints (foreign keys, null handling, duplicates), data loss during transformation, and import error recovery. Test chapter imports with varied CHAD1 database configurations. Verify that import error reporting accurately identifies issues and supports recovery workflows. Validate that date stamps and relationship integrity are preserved during the CHAD1 to CHAD2 migration.

External Integrations

Seven major external systems integrated with CHAD2 for payments, accounting, marketing, SMS, and market data synchronization.

💳

Wells Fargo

Invoice Payment Processing

ABC-1311: Wells Fargo Import Chapter Dues Payment

ABC-2512: API Integration with Wells Fargo for Invoice Processing

ABC-3285: Wells Fargo Swagger Page for testing

ABC-3310: HTTP Basic Auth for Wells Fargo Webhooks

ABC-3484: Wells Fargo Audit Log Admin UI [Pending QA]

ABC-3727: Webhook Processing Results JSON column [Ready for Dev]

📊

National Accounting

General Ledger Integration

ABC-2511: API Integration with National Accounting System [Pending QA]

🔄

National SQL

AQC/STEP Data Sync

ABC-2338: Add AQC data to sync from National SQL

ABC-2342: Add STEP data to sync from National SQL [QA Verified]

ABC-3728: Market Segment Webhook [Needs Review]

📧

Constant Contact

Email Marketing Platform

ABC-3322: CC Integration Configuration

ABC-3323: CC Contact Sync

ABC-3324: CC Sync Report

ABC-3325: CC List Sync

ABC-3361: CC Logging

ABC-3567: CC sync UI fixes [QA Verified]

ABC-3568: CC sync UI fixes (Part 2) [QA Verified]

ABC-3593: CC Browse ME Lists

ABC-3597: CC Sync Logs bugs [QA Verified]

ABC-3600: CC Sync Logs bugs (Part 2) [QA Verified]

ABC-3601: CC Sync Logs bugs (Part 3) [QA Verified]

ABC-3602: CC Sync Logs bugs (Part 4) [QA Verified]

ABC-3620: QA Task - Test CC Setup in National UAT [Pending QA]

💼

Sage Intacct

Cloud Accounting Platform

ABC-2750: Sage API Implementation

ABC-2771: Concurrency protection for Sage payment receipt processing

📱

Twilio

SMS Communication

ABC-3645: Set up Twilio SMS provider integration

ABC-3682: Unit tests for SMS/Twilio [Pending Dev Review]

ABC-3760: Add SMS opt-in consent to portal [Draft]

🏛️

National PAC Data

Political Action Committee Integration

ABC-2652: National PAC Summary Data Integration

Portal & Authentication

The complete user authentication and portal system including login, session management, user administration, and member-facing features.

Core Authentication

ABC-764: User Authentication [Epic]

ABC-774: Authentication System

ABC-768: Portal Login, Logout, Reset Password

ABC-769: Reset Portal Account Password (Part 1)

ABC-770: Reset Portal Account Password (Part 2)

ABC-1382: Redirect on session expiration

ABC-1957: Auth required under Portal API area

ABC-2030: Portal Auth incomplete in areas

ABC-2055: Logging Listener Auth Fail on Session Expiration

ABC-2064: Simultaneous login for separate chapters

Portal User Management

ABC-762: Portal Users [Epic]

ABC-924: Invite Individual

ABC-925: Filter Portal Users

ABC-1860: Portal Staff Admin Permission Group

ABC-1861: Chapter Setting Turn on/off Portal

ABC-1862: Contact Type = Member Portal Admin

ABC-1863: Portal Invitation system (Part 1)

ABC-1864: Portal Invitation system (Part 2)

ABC-1865: Portal Invitation system (Part 3)

ABC-1866: Portal Invitation system (Part 4)

ABC-1911: Portal access tied to Individual not relationship

ABC-1975: Portal Permission Group Updates

Portal Contact Management

ABC-1182: Portal Contacts Functionality [Epic]

ABC-1867: Portal - Manage Company Profile

ABC-1869: Portal browse individuals

ABC-1870: Portal manage individuals

ABC-1871: Portal browse contacts

ABC-1872: Portal manage contacts

ABC-1873: Portal browse trade codes

ABC-1874: Portal trade codes permissions

ABC-1875: Portal browse market info

ABC-1876: Portal market info display

ABC-1877: Portal browse designations

ABC-1878: Portal designations permissions

ABC-1955: Portal delete contact

ABC-1956: Portal typeahead search

Portal Events & Programs

ABC-1035: Add Event Registration to Portal [Epic]

ABC-2206: Portal Browse Events

ABC-2207: Portal View Event Details

ABC-1177: Portal Programs & Services [Epic]

ABC-2340: Portal AQC/STEP display (Part 1)

ABC-2341: Portal AQC/STEP display (Part 2)

ABC-2344: Portal badges (Part 3)

ABC-2345: Portal badges (Part 4)

Portal Settings & Configuration

ABC-1868: Chapter Settings edit permissions

ABC-1871: Chapter Settings invite permissions

ABC-1874: Chapter Settings add permissions

ABC-1878: Chapter Settings manage contacts

ABC-1885: Chapter Settings manage portal

ABC-1889: Chapter Settings advanced options

ABC-2406: Chapter Admin - Configure Portal Settings

ABC-2470: Add Portal Button on Admin Site

QA & Testing Framework

Comprehensive testing infrastructure including WCAG accessibility testing, regression suites, and PHPUnit automated tests across all plugins.

WCAG Accessibility Testing (17 Module Epics)

ABC-1424: WCAG Testing - Memberships & Contacts and 16 more module epics (1425-1441)

Module Coverage: M&C, PAC, Referrals, P&S, G&C, PP, Prospects, M&D, Invoices, Reporting, Education, Events, Contacts, Chapter Admin, National Admin, Users, GF

ABC-1684: Lookup Tables WCAG fixes (Part 1)

ABC-1685: Lookup Tables WCAG fixes (Part 2)

ABC-3507: Run WAVE on Memberships, Portal, Events, Chapters [Pending QA]

Regression Testing Suites (15 Module Epics)

ABC-1617: Regression Testing - Memberships & Contacts and 14 more module epics (1618-1632)

Module Coverage: M&C, PAC, G&C, Referrals, P&S, PP, Education, Events, Prospects, Invoices, M&D, Reporting, Contacts, Users, Chapter Admin

PHPUnit Automated Tests (10 Plugin Suites)

ABC-3683: PHPUnit Tests for Individuals Plugin [Done]

ABC-3684-3692: Individuals Plugin - Phases 0-8 Infrastructure, Table Logic, Supporting Tables, Entity Properties, Filter Forms, Event Listeners, API Controllers, Employment/Portal, Admin Controllers

ABC-3694: PHPUnit Tests for Payments Plugin [Done]

ABC-3695: PHPUnit Tests for Memberships Plugin [Done]

ABC-3696: PHPUnit Tests for Users Plugin [Done]

ABC-3697: PHPUnit Tests for Portal Plugin [Done]

ABC-3698: PHPUnit Tests for Events Plugin [Done]

ABC-3699: PHPUnit Tests for ContactLists Plugin [Needs Review]

ABC-3700: PHPUnit Tests for Permissions Plugin [Done]

ABC-3701: PHPUnit Tests for Reporting Plugin [Pending Dev Review]

ABC-3702: PHPUnit Tests for Chapters Plugin [Done]

ABC-3740-3744: Events Plugin test suites Admin Controller, API Controller, Services, Forms, Mailers

Performance Testing

ABC-1084: Admin (Production) Performance Testing [Epic, Draft]

ABC-1159: Test and optimize Global Search