ABC Referrals Module — Jira Reconciliation Report

Generated: April 8, 2026

Confluence Source: Referrals (page 2151776275) — 7 active line items (Line 6 descoped)

Jira Source: 48 tickets across ABC project

Total Tickets
48
100%
Confirmed
14
29.2%
Amended
7
14.6%
Undocumented
27
56.3%
Confirmed Tickets (14) — Direct Confluence Coverage
Key Type Status Summary Notes
ABC-2655 Story Done Navigation & Permissions for Referrals Line 1 — Navigation & permissions
ABC-2656 Story Done Referral Creation Interface - Referral Request Details (Step 1) Line 2 — Request details
ABC-2657 Story Done Referral Creation Interface - Referral Criteria Selection (Step 2) Line 3 — Criteria selection
ABC-2658 Story Done Referral Creation Interface - Referral List Generation (Step 3) Line 4 — List generation
ABC-2659 Story Done Referral Creation Interface - Referral Output Options (Step 4) Line 5 — Output options
ABC-2660 Story Done Referral Tracking for Companies - Chapter Site Implementation Line 7 — Chapter site tracking
ABC-2661 Story Done Referral Tracking for Companies - Portal Implementation Line 8 — Portal tracking
ABC-2676 Story Done Referral Output Options - PDF (basic list) Line 5a — PDF basic export
ABC-2677 Story Done Referral Output Options - PDF (with company narrative) Line 5b — PDF narrative export
ABC-2678 Story Done Referral Output Options - Excel file Line 5c — Excel export
ABC-2679 Story Done Referral Output Options - Email to requesting company (basic list) Line 5d — Email basic to requestor
ABC-2680 Story Done Referral Output Options - Email to requesting company (with company narrative) Line 5e — Email narrative to requestor
ABC-2681 Story Done Referral Output Options - Email to referred companies Line 5f — Email to referred companies
ABC-2788 Story Closed Referrals - When To Add New Company Line 2 — Clarifies new company creation logic
Amended Tickets (7) — Confluence Coverage Extended with Bug Fixes
Key Type Status Summary Notes
ABC-2741 Bug QA Verified Company Name does not autocomplete/appear for existing referrals Bug fix extending Line 2 — company autocomplete in existing referrals view
ABC-2743 Bug QA Verified All Referral Output Exports have 500 Error Bug fix for Line 5 — all export outputs returning server errors
ABC-2747 Bug QA Verified All Referral Email Outputs have 500 Error Bug fix for Line 5 — all email outputs returning server errors
ABC-2751 Bug QA Verified Referrals - Requestor Individual Email is not being validated Bug fix for Line 2 — email validation on requestor field
ABC-2757 Bug QA Verified Referrals (basic and with company narrative) PDF Visual Bug Bug fix for Line 5 — PDF formatting issues
ABC-3499 Story Pending QA Referral Email - Referred Companies Variables Extends Line 5f — email template variables for referred company emails
ABC-3634 Trello Card Pending QA Company Portal - Referral Tab - Export Report Bug fix for Line 8 — portal export functionality
Undocumented Tickets (27) — No Direct Confluence Coverage
Key Type Status Summary Notes
ABC-981 Theme Done Referrals Theme-level tracking ticket for Referrals feature area
ABC-947 Story Closed Companies Referral Reporting Legacy reporting story — predates current Confluence spec
ABC-1072 Epic Draft Select Criteria for Contractor Referrals Early planning epic — not yet developed
ABC-1176 Epic Draft Portal Referrals Functionality Early planning epic for portal referrals
ABC-1426 Epic Draft Referrals WCAG QA Testing Accessibility testing epic
ABC-1620 Epic Draft Referrals Regression Testing Regression testing epic
ABC-2627 Epic Done Referrals Active epic tracking Referrals development
ABC-2744 Bug QA Verified Select on Step 1 of Creating a Referral UI/UX broken UI/UX bug in Step 1 company selection
ABC-2745 Bug Closed Create Referral Step 2 Multi-select Menu Bad UI/UX UI/UX bug in Step 2 code selection menus
ABC-2746 Bug Closed Referral Creation Step 2 - Dues Category Range Bug in dues category range filter
ABC-2748 Bug Ready for UAT UI/UX Issue in Step 1-4 of Referrals - Title Title display issue across all 4 steps
ABC-2903 Trello Card QA Verified Referrals - CSI codes not in numeric order CSI code sorting issue
ABC-2904 Trello Card QA Verified Step 3 results not correct after moving off first page Pagination bug in results
ABC-2905 Trello Card QA Verified Referrals - showing old dues categories Stale dues category data
ABC-2906 Trello Card QA Verified Referrals - searching for existing company Company search issue
ABC-2907 Trello Card Done Referrals - should only pull active ABC members Results were including non-active members
ABC-2933 Trello Card QA Verified Referrals - Generate Referrals - NAICS/CSI Code type switching issue
ABC-2984 Trello Card Done Referrals Excel Output Missing Information Excel export missing data columns
ABC-2985 Trello Card Done Referrals Export PDF PDF export issues
ABC-2986 Trello Card Done Referrals Cannot Email To Requesting Company Email to requestor broken
ABC-2987 Trello Card Done Portal Referral Export Portal export issues
ABC-3290 Trello Card Done Create Referral/Referral List Generation includes some duplicates Duplicate companies in results
ABC-3291 Trello Card Closed Referrals - CSI selections CSI selection behavior issue
ABC-3423 Trello Card Pending QA Referral_List_basic pdf Output PDF output formatting
ABC-3746 Bug Done Remove unused company_referrals table and dead code references Infrastructure cleanup
ABC-3747 Story Pending QA Chapter Import Referrals (legacy data handling) Legacy data import — not in Confluence spec
ABC-3756 Task Draft Extract remaining company profile tabs (incl. referrals) Cross-module tab extraction

Key Findings

1. Strong Core Coverage Despite Low Confirmation Rate
While only 29.2% of tickets are confirmed (14 of 48), the 7 active Confluence line items all have direct Jira coverage. The low percentage is due to the high volume of bug fix and QA tickets (23 undocumented bugs/trello cards), not missing features.
2. Output Options Thoroughly Decomposed
Line 5 (Output Options) was broken into 6 individual stories (ABC-2676 through ABC-2681), one for each output type. This granular decomposition enabled parallel development and targeted QA. All 6 outputs also have associated bug tickets, indicating thorough testing.
3. Significant Bug Discovery During QA
13 bugs and 10 Trello cards reveal extensive QA-driven discovery. Key patterns: (1) 500 errors on all exports and emails (ABC-2743, ABC-2747), (2) UI/UX issues across all 4 steps (ABC-2744, ABC-2745, ABC-2748), (3) data accuracy issues (ABC-2907 active members only, ABC-2903 CSI sorting, ABC-2905 stale dues categories). These bugs strengthen the test coverage.
4. Line 6 Intentionally Descoped
The "Add Note to Company Record" feature (Line 6) was explicitly struck through in the Confluence spec. No Jira tickets exist for it, confirming it was cleanly removed from scope before development.
5. Portal Integration Still Active
ABC-3634 (portal export) and ABC-2987 (portal referral export) are still in QA pipeline. Portal referral tracking (Line 8) should be verified end-to-end once these are resolved.
6. Legacy and Infrastructure Work
ABC-947 (legacy reporting), ABC-3747 (chapter import), and ABC-3746 (dead code cleanup) represent infrastructure work outside the Confluence spec. ABC-3747 is particularly important: it handles how legacy referral data is migrated during chapter imports.

Summary

Referrals reconciliation shows 43.8% direct accountability (21 of 48 tickets confirmed or amended). The remaining 56.3% undocumented tickets consist of 7 tracking/planning items, 13 bug fixes discovered during QA, and 7 data/infrastructure items. All 7 active Confluence line items have confirmed Jira coverage. The high bug count reflects thorough QA testing, not scope creep. Module is functionally complete with 4 tickets still in QA pipeline.