Funds

Context#

Comprehensive manual QA testing plan for funds — organizational buckets that group campaigns for reporting and CRM integration. Every campaign belongs to a fund. A special General fund exists by default and cannot be edited or deleted. When a custom fund is deleted, its campaigns are automatically reassigned to General.

How to Use This Plan#

• Work through each section sequentially
• For every setting: change it, save, refresh the page, and confirm it persisted
• Mark each item pass/fail as you go
• Pre-requisites: At least 2-3 campaigns should exist to test linking/reassignment

Key Concepts#

1. Funds List Page#

Route: /dashboard/{org}/finances/funds

1.1 Data Table Display#

• Page loads and displays all funds in a table
• Columns visible:
  • Name — sortable, title variant. Shows lock icon next to "General" fund
  • Raised — currency-formatted amount (e.g., $1,234.56), right-aligned, sortable
  • Campaigns — campaign count, right-aligned, sortable
  • External ID — CRM identifier text, sortable
  • Created — formatted date in org timezone, sortable
  • ID — fund identifier, sortable
• All column data matches expected values for each fund
• General fund always present in list
• Lock icon visible only on General fund row
• Currency formatting is correct across all funds

1.2 Sorting#

• Default sort: Amount Raised (descending)
• Name — click to sort alphabetically asc/desc
• Amount Raised — click to sort by raised amount
• Campaigns — click to sort by campaign count
• External ID — click to sort
• Created Date — click to sort by creation date
• Sorting persists in URL params
• Sort order survives page refresh

1.3 Filtering#

• Amount Raised (range filter):
  • Set min amount → filters correctly
  • Set max amount → filters correctly
  • Set both min and max → range filter works
• Campaigns (count range filter):
  • Set min campaign count → filters correctly
  • Set max campaign count → filters correctly
  • Set both → range filter works
• Combining both filters works correctly
• Clearing filters restores full list
• Filter state persists in URL params

1.4 Search#

• Search by fund name — matches correctly (partial match)
• Search by fund ID — matches correctly (prefix match)
• Clear search restores full list
• Search works in combination with filters

1.5 Pagination#

• Pagination controls appear when funds exceed page size
• Page size options: 20, 50, 100
• Navigating pages works correctly
• Page state persists in URL

1.6 Mobile Responsive#

• Resize to mobile width — table switches to card view
• Mobile card shows:
  • Fund name (with lock icon if General)
  • Raised amount (formatted with currency)
  • Campaign count chip (e.g., "3 Campaigns")
  • Actions menu accessible
• Skeleton loading state shows while data fetches
• Card data matches table data

1.7 Row Actions#

• On a custom (non-General) fund:
  • "Edit" → navigates to fund detail page
  • "Delete" → opens DeleteFundModal
• On the General fund:
  • "Edit" → navigates to fund detail page (shows read-only view)
  • "Delete" action is NOT available (General cannot be deleted)

1.8 Empty States#

• No funds (except General): Shows empty state with "Create new fund" button
• Filters applied, no results: Shows filter empty state with "Clear Filters" button
• Error loading: Shows error state with retry button

1.9 Add Fund Button#

• "Add Fund" button visible at top of page
• Clicking opens NewFundModal

2. Fund Creation#

2.1 New Fund Modal#

• Click "Add Fund" button — modal opens
• Name field:
  • Required — cannot submit empty
  • Max 40 characters enforced
  • Placeholder: "Enter fund name"
• Internal Note field:
  • Optional textarea (3 rows)
  • Placeholder: "Enter internal note"
  • Can be left empty
• No color field in creation modal (set on detail page)
• No external ID field in creation modal (set on detail page)
• Create button:
  • Disabled until name is provided
  • Shows loading state during submission
  • Cannot close modal during submission
• On success:
  • Modal closes
  • Funds list cache invalidated
  • Navigates to new fund's detail page
  • New fund appears in funds list
• Cancel button closes modal without creating

3. Fund Detail Page — General Fund#

Route: /dashboard/{org}/finances/funds/{generalFundId}

3.1 Header#

• Fund name "General" displays as title
• Lock icon visible next to name
• Breadcrumb links back to "Funds" list
• Footer shows: "${amount} raised" with fund currency

3.2 Read-Only Callout#

• Callout banner displayed at top: "General is your default fund. Unassigned campaigns go here automatically. This fund can't be edited or deleted."
• No editable form fields shown
• No color picker shown
• No internal note field shown
• No external ID field shown

3.3 Linked Campaigns Card#

• Card title shows: "{count} Linked Campaign(s)"
• Displays first 5 campaigns as clickable links to campaign detail pages
• Each link shows campaign name
• If > 5 campaigns: "See all" link appears → navigates to campaigns list filtered by this fund (/dashboard/{org}/fundraising/campaigns?fund={fundId})
• If 0 campaigns: Empty state message: "Visit the Campaigns page to create a new campaign or edit an existing one to assign it to this fund"
• Campaign links navigate to correct campaign detail pages

3.4 No Delete Card#

• No "Delete Fund" card or button shown for General fund

4. Fund Detail Page — Custom Funds#

Route: /dashboard/{org}/finances/funds/{fundId}

4.1 Header#

• Fund name displays as title (no lock icon)
• Breadcrumb links back to "Funds" list
• Footer shows: "${amount} raised" with fund currency

4.2 Main Details Card (Editable)#

• Name field:
  • Shows current fund name
  • Change name → Save → Refresh → Name persisted
  • Empty name → validation error (save disabled)
  • Max 40 characters enforced
  • Name updates in header after save
  • Name updates in funds list
  • Name updates in FundChip wherever displayed (campaign list, etc.)
• Color field (color picker):
  • Shows current color swatch + hex input
  • Click swatch → color picker opens
  • Pick a color → hex value updates
  • Type valid hex → color swatch updates
  • Change color → Save → Refresh → Color persisted
  • Color required — cannot save without color
  • Invalid hex → validation error shown
  • Color reflects in FundChip across all views (background + text color)
• Internal Note field (textarea):
  • Shows current internal note (or empty)
  • 3 rows visible
  • Enter note → Save → Refresh → Note persisted
  • Clear note → Save → Refresh → Note cleared
  • Optional — can save with empty note

Save Behavior#

• Save button disabled until changes are made
• Save button disabled if validation fails (empty name, missing color)
• Both name AND color must be set for save to be enabled
• Saving shows loading state
• Success toast appears after save
• Error toast appears on failure
• Funds cache invalidated after save

4.3 Linked Campaigns Card (Read-Only)#

• Card title shows: "{count} Linked Campaign(s)"
• Displays first 5 campaigns as clickable links to campaign detail pages
• Each link shows campaign name
• If > 5 campaigns: "See all" link appears → navigates to campaigns list filtered by this fund (/dashboard/{org}/fundraising/campaigns?fund={fundId})
• If 0 campaigns: Empty state message with link to Campaigns page
• Campaign links navigate to correct campaign detail pages
• Count matches actual number of campaigns in this fund

4.4 External CRM ID Card (Editable)#

• Description: "Add a tracking ID from your external CRM. All transactions from this fund's campaigns will be synced to this ID."
• External ID field:
  • Text input
  • Shows current external ID (or empty)
  • Enter ID → Save → Refresh → ID persisted
  • Clear ID → Save → Refresh → ID cleared
  • Optional — can save with empty ID
• Save button independent from Main Details card (or same card — verify)
• Success toast appears after save

4.5 Delete Fund Card#

• Description: "Permanently delete this fund. All associated campaigns and transactions will be automatically re-assigned to your 'General' fund."
• Delete button is red/destructive
• Clicking opens DeleteFundModal

5. Fund Deletion#

5.1 Delete Fund Modal#

• Shows fund name (read-only)
• Destructive warning callout: "Campaigns assigned to this fund will be moved to the General fund."
• Delete button is red/destructive
• Shows loading state during deletion
• Cannot close modal during deletion
• On success:
  • Success toast: "Fund deleted"
  • Funds list cache invalidated
  • Navigates back to funds list (or triggers onSuccess callback)
  • Fund disappears from list
• Cancel button closes modal without deleting

5.2 Campaign Reassignment After Deletion#

• Create a custom fund with 2-3 campaigns assigned to it
• Delete the fund
• Verify: All campaigns now show "General" as their fund in campaigns list
• Verify: General fund's campaign count increased by the number of reassigned campaigns
• Verify: General fund's linked campaigns card shows the reassigned campaigns
• Verify: Each reassigned campaign's settings page shows "General" as parent fund
• Verify: FundChip for each campaign updated to General fund's appearance

5.3 Deletion Edge Cases#

• Delete fund with 0 campaigns → clean deletion (no reassignment needed)
• Delete fund with raised > 0 → still allowed (no raise restriction for funds)
• Try to navigate to a deleted fund's URL → appropriate error/redirect
• Delete fund while a campaign is open that belongs to it → campaign should show General fund on next load

6. Fund-Campaign Relationship#

6.1 New Campaign Default Fund#

• Create a new campaign via New Campaign Modal
• Fund dropdown shows all available funds
• Default selection is General fund
• Select a custom fund → Save → Campaign created with that fund
• Don't change fund → Campaign created with General fund
• Verify: Campaign appears in the selected fund's linked campaigns

6.2 Reassigning Campaigns Between Funds#

• Go to a campaign's detail page → Settings tab → Financial card
• Parent Fund dropdown shows all available funds
• Current fund is pre-selected
• Change to a different fund → Save → Refresh → Persisted
• Verify: Campaign now appears in the new fund's linked campaigns
• Verify: Campaign removed from the old fund's linked campaigns
• Verify: Campaign list FundChip updated with new fund's name and color
• Verify: Old fund's campaign count decremented
• Verify: New fund's campaign count incremented

6.3 FundChip Display in Campaign List#

• Campaign assigned to custom fund → FundChip shows fund name
• Chip background: fund color at 20% opacity
• Chip text: darkened version of fund color
• Campaign assigned to General fund → FundChip shows "General"
• Fund name change → chip text updates across campaigns list
• Fund color change → chip color updates across campaigns list

6.4 Campaign List Fund Filter#

• Go to campaigns list page
• Fund filter shows all available funds as toggle options
• Select one fund → only campaigns in that fund shown
• Select multiple funds → campaigns in any selected fund shown
• Clear fund filter → all campaigns shown
• Filter persists in URL params

7. Cross-Cutting Concerns#

7.1 Save Behavior#

• Save button disabled until changes are made
• Save button disabled if validation fails
• Saving shows loading state (spinner/disabled)
• Success toast appears after save
• Error toast appears on failure
• Form data not lost on error

7.2 Loading States#

• Funds list shows loading state while fetching
• Fund detail page shows loading state while fetching
• Linked campaigns card shows loading state

7.3 Error Handling#

• Network error during save → error toast
• Network error during load → error state with retry
• Server validation error → displayed to user

7.4 URL State Persistence#

• Funds list: filters, sort, pagination, search persist in URL params
• Copy/paste URL with params → same view loads
• Browser back/forward navigates between filter states

7.5 Data Consistency#

• Create fund → appears in funds list immediately
• Edit fund name → list reflects new name
• Edit fund color → list and campaign FundChips reflect new color
• Delete fund → disappears from list, campaigns reassigned
• Campaign assigned to fund → linked campaigns count increments
• Campaign unassigned from fund → linked campaigns count decrements
• Fund appears in campaign creation modal's fund dropdown
• Fund appears in campaign settings Financial card's fund dropdown

7.6 Mobile Responsiveness#

• List page renders as cards on mobile
• Detail page stacks cards vertically on mobile
• Color picker works on mobile
• Modal displays correctly on mobile

8. End-to-End Flows#

8.1 Create Fund and Assign Campaigns#

1. Click "Add Fund" → modal opens
2. Enter fund name (e.g., "Ramadan 2026")
3. Optionally enter internal note (e.g., "Ramadan fundraising bucket")
4. Submit → redirected to new fund detail page
5. Set a color (e.g., green #22C55E) → Save
6. Set external CRM ID (e.g., "CRM-RAM-2026") → Save
7. Go to an existing campaign → Settings → Financial card
8. Change parent fund to "Ramadan 2026" → Save
9. Go back to "Ramadan 2026" fund detail page
10. Verify: Campaign appears in linked campaigns card
11. Verify: Campaign count is 1
12. Go to campaigns list → verify campaign shows green "Ramadan 2026" FundChip
13. Create a new campaign → select "Ramadan 2026" as fund
14. Verify: Fund detail now shows 2 linked campaigns

8.2 Delete Fund and Verify Reassignment#

1. Ensure a custom fund has 3 campaigns assigned
2. Note the campaign names
3. Delete the fund via detail page
4. Verify: Fund no longer in funds list
5. Verify: All 3 campaigns now show "General" fund in campaigns list
6. Verify: General fund linked campaigns includes the 3 campaigns
7. Verify: Each campaign's Settings → Financial card shows "General" as parent fund
8. Verify: FundChip color updated to General fund's appearance

8.3 General Fund Immutability#

1. Navigate to General fund detail page
2. Verify: Read-only callout is shown
3. Verify: No editable form fields
4. Verify: No external ID card
5. Verify: No delete button
6. Go to funds list → verify no "Delete" action on General row
7. Delete a custom fund → verify campaigns go to General
8. Verify: General fund's campaign count reflects the reassignment
9. Create a campaign without changing fund → verify it defaults to General

8.4 Color Propagation#

1. Create a fund with a distinctive color (e.g., bright red #FF0000)
2. Assign a campaign to this fund
3. Go to campaigns list → verify FundChip shows red color (20% opacity background, darkened text)
4. Go back to fund detail → change color to blue #0000FF → Save
5. Go to campaigns list → verify FundChip now shows blue color
6. Verify: Color update propagated without editing any campaign

8.5 External CRM ID Workflow#

1. Create a fund
2. Go to fund detail → External CRM ID card
3. Enter an external ID (e.g., "SF-FUND-001") → Save
4. Refresh → verify ID persisted
5. Assign campaigns to this fund
6. Verify: Transactions from these campaigns should sync to this external ID (backend behavior — check if any UI indicator exists)
7. Clear the external ID → Save → Refresh → verify cleared
8. Verify: Funds list shows empty External ID column for this fund

8.6 Fund as Campaign Filter#

1. Create 2 custom funds with different colors
2. Assign 2 campaigns to Fund A, 3 campaigns to Fund B, keep some in General
3. Go to campaigns list
4. Filter by Fund A → verify only 2 campaigns shown
5. Filter by Fund B → verify only 3 campaigns shown
6. Filter by General → verify remaining campaigns shown
7. Filter by Fund A + Fund B → verify 5 campaigns shown
8. Clear filter → verify all campaigns shown
9. Verify filter persists in URL → copy URL, open in new tab, same filter active

8.7 Edge Cases#

1. Fund name at max length (40 chars) → saves and displays correctly (truncated if needed in chips)
2. Fund with a very long internal note → saves and displays in textarea
3. Delete a fund with 0 campaigns → clean deletion
4. Delete a fund with raised > 0 → still works (no raise restriction)
5. Create multiple funds and verify sorting works correctly across all columns
6. Fund with special characters in name → saves and displays correctly
7. Multiple funds with similar names → both distinct in list and dropdowns
8. Assign all campaigns to one fund → General fund has 0 campaigns (still works)

Verification Checklist#