Edit a donor workflow

📝 Workflow: Editing an Existing Donor

Goal: To modify the contact information or other editable details associated with an existing donor record.

User Role(s): Main Admin, Admin, Editor
Users with these roles should be able to edit donor records. Viewer roles should not have access to this functionality.

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📄 Pages Involved

• /donors — Donors List page
• "Edit Donor" Modal — launched from the /donors page

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🧭 Workflow Steps

1. Navigate to Donors:
   User navigates to the Donors tab, loading the /donors page.

2. Locate Donor:
   User finds the donor record they wish to edit in the table.

3. Click Edit:
   User clicks the Edit button next to the desired donor.

4. Load Edit Modal:
   Modal opens with donor's existing contact and note fields pre-filled.

5. Modify Donor Details:
   Editable fields include:

   • firstName, lastName
   • organizationName, email, phoneNumber
   • address, contactNotes
   • lastContacted, donorNotes

6. Submit Update:
   User clicks Update or Save Changes.

7. Data Processing:

   • Client-side validation ensures proper input formatting (e.g., valid email)
   • updateDonor in useDonors sends a PUT request to /api/donors/[id]
   • Backend updates contactInfo and editable donor fields
   • lastEditorID is set automatically based on the user

8. On Success:

   • Modal closes
   • Donors list refreshes
   • Optional success notification may appear

9. On Failure:

   • Validation or backend error (e.g., duplicate email) returns an error
   • Error message appears inside modal
   • User remains in modal to fix and resubmit

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🗂 Key Data Fields Modified

Editable Fields:

• firstName, lastName, organizationName
• email, phoneNumber, address, contactNotes
• lastContacted, donorNotes

Read-Only/System Fields:

• donorID, contactInfoID
• firstDonationDate, lastDonationDate
• numDonations, lifetimeDonations

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📝 Notes

• lastEditorID is updated automatically on the backend
• Donation-related aggregates (lifetimeDonations, numDonations, lastDonationDate) are managed automatically when donations change
• Updating contact information may impact other entities using the same contactInfoID (though current API logic scopes changes to donor edits only)