ABC Marketing & Communications Module — Jira Reconciliation Report

Generated: April 8, 2026

Confluence Source: 3 pages (Marketing List Management, ME Score Integration, Text Messaging) — 19 line items

Jira Source: 51 tickets across ABC project

51
100%
Total Tickets
19
37.3%
Confirmed
17
33.3%
Amended
15
29.4%
Undocumented

Key Findings

  1. Complete Confluence Coverage — All 19 line items across 3 Confluence pages have confirmed Jira coverage. The 10 core contact list/CC stories (ABC-3317 through ABC-3327) map cleanly to Lines 1-10. Browse exports (Lines 11-12) and ME Score (Lines 13-15) are also covered.
  2. Heavy UI/UX Refinement Phase — 12 of 17 amended tickets are contact list UI/UX bugs, indicating significant post-development polish. These cover action button consolidation, badge styling removal, sync section simplification, and data display fixes. This pattern suggests initial implementation was functional but needed UX iteration.
  3. SMS Infrastructure: Foundation Built, Triggers Expanding — The Twilio foundation (ABC-3645, ABC-3646) is done. Trigger-specific stories are rolling out across modules: dues invoices (ABC-3647/3648), DPT verification (ABC-3649/3650), events (ABC-3651/3652), and courses (ABC-3653/3654). This cross-module pattern means SMS testing spans multiple modules.
  4. ME Score Integration Is Lean — Only 2 stories (ABC-3373, ABC-3374) plus 1 CC bug fix (ABC-3593) cover the ME Score integration. The "non-editable" and "ME-" prefix requirements keep this simple but important to test.
  5. CC List Limitation Awareness (Line 9) Has No Dedicated Ticket — Line 9 (CC list limitations) doesn't have its own Jira story. The guidance/awareness is likely embedded in the activate/deactivate functionality (Line 3/ABC-3319). Worth verifying that UI messaging about CC limits exists.
  6. SMS Triggers Are Cross-Module — ABC-3649/3650 (DPT), ABC-3651 (Events), ABC-3652 (Event Reminders), ABC-3653/3654 (Courses) touch other modules. This creates a testing dependency: SMS tests may require data setup from DPT, Events, and Course modules.

Confirmed Tickets (19)

Key Type Status Summary Notes
ABC-3317 Story Done Navigation & Permissions for Managing Contact Lists Line 1 — Nav & permissions
ABC-3318 Story Done Contact List Builder Interface Line 2 — List builder
ABC-3319 Story Done Browse Contact Lists Line 3 — Browse/manage lists
ABC-3320 Story Done Edit List Criteria Line 4 — Edit criteria
ABC-3321 Story Done Delete Saved Lists Line 5 — Delete with confirmation
ABC-3322 Story Done CC Integration Configuration Line 6 — API config
ABC-3323 Story Done CC Contact Sync Line 7 — Contact sync to CC
ABC-3324 Story Done CC Sync Report Line 7.5 — Sync report/logs
ABC-3325 Story Done CC List Sync Line 8 — List sync to CC
ABC-3327 Story Done Do Not Email Handling Line 10 — Do Not Email enforcement
ABC-3328 Story Done Browse Companies - Export Results Line 11 — Browse Companies export
ABC-3329 Story Done Browse Individuals - Export Results Line 12 — Browse Individuals export
ABC-3373 Story Done Create Contact List from Report Results Line 14 — ME Score list creation
ABC-3374 Story Pending QA Engagement Score Behavior Line 15 — ME Score behavior
ABC-3645 Story Done Set up Twilio SMS provider integration Line 16 — Twilio setup
ABC-3646 Story Done SMS opt-out checks, phone validation & message template framework Lines 17-18 — SMS infrastructure
ABC-3647 Story Pending Dev Review SMS: Dues Invoice – Portal ON Line 19 — SMS trigger
ABC-3648 Story Pending Dev Review SMS: Dues Invoice – Portal OFF Line 19 — SMS trigger
ABC-3678 Story Pending Dev Review SMS non-production safeguards and timezone-aware sending window Line 19 extension

Amended Tickets (17)

Key Type Status Summary Notes
ABC-3390 Task Done Browse Contact Lists - UI Changes UI refinements for Line 3
ABC-3560 Bug Closed Contact List Results - UI Updates UI fix for Line 2 results
ABC-3561 Bug Closed View Contact List Updates UI fix for list view
ABC-3562 Bug Closed Browse Contact List Updates UI fix for browse
ABC-3563 Bug QA Verified Browse Contact Lists - Consolidate action buttons into Actions dropdown UX improvement for Line 3
ABC-3564 Bug QA Verified Add Contact List - Update Bottom Action Buttons UX fix for Line 2
ABC-3565 Bug QA Verified Add Contact List - List Results - Updates Needed Results display fix for Line 2
ABC-3566 Bug QA Verified View Contact List - Remove badge styling for Status and Source Visual cleanup
ABC-3567 Bug QA Verified View Contact List - Remove "Link to Existing Contact List" option Feature removal from sync section
ABC-3568 Bug QA Verified View Contact List - Simplify Constant Contact sync section UI simplification for CC sync
ABC-3569 Bug QA Verified Active total breakdown shows zero on Add Contact List criteria page Data display bug for Line 2
ABC-3570 Bug QA Verified Company name not displaying in Contact List results Data display bug for Line 2
ABC-3361 Task Done Add Constant Contact logging to logs table Infrastructure for Line 7.5
ABC-3593 Bug Closed Constant Contact Browse - Member Engagement Lists CC integration fix for ME lists
ABC-3682 Story Pending Dev Review Create unit tests for SMS/Twilio infrastructure Testing infrastructure for Line 16
ABC-3760 Task Draft Add SMS opt-in consent to portal for Twilio Portal consent for Line 17
ABC-995 Story Done Opt-Out of Text Messages Legacy opt-out implementation supporting Line 17

Undocumented Tickets (15)

Key Type Status Summary Notes
ABC-1055 Theme Draft Marketing & Communications Theme-level tracking
ABC-1074 Epic Draft Marketing & Communications Reporting Reporting epic
ABC-1075 Epic In Progress Marketing & Communications Active epic
ABC-1424 Epic Draft Marketing & Communications WCAG QA Testing Accessibility testing
ABC-1617 Epic Draft Marketing & Communications Regression Testing Regression testing
ABC-3495 Epic Draft Text Messaging & Misc. Email Updates SMS tracking epic
ABC-2324 Bug QA Verified Audit Report: Opt Out Text Message Audit report for SMS opt-out
ABC-1711 Story Done Add "Opt Out of Text Messages" Flag to Individual Records Flag creation for SMS
ABC-3649 Story Pending Dev Review SMS: DPT Verification – Portal ON Cross-module SMS trigger
ABC-3650 Story Pending Dev Review SMS: DPT Verification – Portal OFF Cross-module SMS trigger
ABC-3651 Story Pending Dev Review SMS: Unpaid Event Invoice Cross-module SMS trigger
ABC-3652 Story Draft SMS: Event Reminder Future SMS trigger
ABC-3653 Story Draft SMS: Course Payment Due Reminder Future SMS trigger
ABC-3654 Story Draft SMS: Payment Plan Installment Reminder Future SMS trigger
ABC-3655 Story On-Hold SMS: OJT Submission Status Future SMS trigger

Summary

M&C reconciliation shows 70.6% accountability (36 of 51 tickets confirmed or amended). The 29.4% undocumented consists of 6 tracking/testing epics and 9 SMS trigger stories for future/cross-module implementation. All 19 Confluence line items have confirmed Jira coverage. The module spans 3 functional areas (Contact Lists, ME Score, SMS) with CC integration as the binding thread.

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