Details
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Story
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Status: Closed (View Workflow)
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TBD
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Resolution: Done
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ERM Sprint 145, ERM Sprint 146, ERM Sprint 147, ERM Sprint 148, ERM Sprint 149, ERM Sprint 150, ERM Sprint 151
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Bienenvolk
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Nolana (R3 2022)
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TBD
Description
Purpose:
Basic support for Agreement Line search and filter
User story statement(s):
As an ERM librarian
I want to search for agreement lines
so that I can find the relevant agreement lines easily
Scenarios:
- Scenario:
- Given the Agreements app
- When I open the agreements app
- Then I see an option to Search & Filter by Agreement Lines in the search and filter panel
- The Search and Filter screen selection should split across two lines:
1. Agreements | Agreement Lines
2. E-resources | Platforms (not shown if the "Hide internal agreements knowledgebase" setting is checked)
- The Search and Filter screen selection should split across two lines:
- Scenario:
- Given the Agreement Lines search and filter option
- When I choose the Agreement lines search and filter option
- Then by default the first 100 of all Agreement lines are searched and displayed in results panel
- Scenario:
- Given the Agreement Lines search and filter option
- When I view the results
- Then I see the following columns:
- Name/Reference
- Use resource name for local KB resources
- Use resource reference if type = external
- Blank if type = detached
- Description (agreement line/entitlement description)
- Note (agreement line/entitlement note)
- Active from date
- Active to date
- Name/Reference
- Scenario:
- Given the Agreement Lines search and filter option
- When I choose the Agreement lines search and filter option
- Then I see:
- A text search box, that will search Resource name (internal KB only), Reference, Description and Note for the agreement lines
- Filter options for:
- Agreement
- Agreement line type
- Active from date
- Active to date
- Purchase Order Line
- Tags
- Scenario:
- Given the Agreement Lines search and filter option
- When I type text in the search box and click Search
- Then all agreements containing that text in the Resource name (internal KB resources only), Reference, Description or Note field will be displayed in the results pane
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the option to filter by Agreement
- I see a 'Select Agreement' option
- See pattern used for search by Agreement search in the ERM Comparisons app
- Scenario:
- Given the Agreement Lines search and filter option
- When I click the Select agreement in the filter
- I see the Agreement search and filter plugin pop up
- Scenario:
- Given the Agreement search and filter plugin pop up
- When I select an agreement
- The agreement UUID is added to the search criteria and the search results updated
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the option to filter by Agreement line type
- I see a list of checkboxes where I can select each available agreement line type
- Scenario:
- Given the Agreement line type filter
- When I check a box
- The agreement line type is added to the search criteria and the search results updated
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the option to filter by Agreement line "Active from" date
- I see the option to specify two dates "On or after" and "On or before" AND "Include lines with no active from date set"
- See pattern used for start/end date searching in Agreement search and filter
- Scenario:
- Given the Agreement "Active from" date filter
- When I specify dates or check the option to 'include lines with no active from date set"
- The dates are added to the search criteria and the search results updated
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the option to filter by Agreement line "Active to" date
- I see the option to specify two dates "On or after" and "On or before" AND "Include lines with no active to date set"
- See pattern used for start/end date searching in Agreement search and filter
- Scenario:
- Given the Agreement "Active to" date filter
- When I specify dates or check the option to 'include lines with no active to date set"
- The dates are added to the search criteria and the search results updated
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the option to filter by PO Line
- I see an option to Select PO Line
- Scenario:
- Given the Agreement Lines search and filter option
- When I click the Select PO Line in the filter
- I see the Order Lines search and filter plugin (as also used when linking PO Line to the Agreement line) pop up
- Scenario:
- Given the PO Line search and filter plugin pop up
- When I select an order line
- The order line UUID is added to the search criteria and the search results updated
- Scenario:
- Given the Agreement Lines search and filter option
- When I see the Tags filter option
- I can enter tags into the filter and the search results are updated to show only agreement lines with the specified tag(s)
- See pattern used for tag searching in Agreement search and filter
- Scenario:
- Given the Agreement Lines search and filter results pane
- When I select an agreement line in the results pane
- Then I see the agreement line in the view pane
- Use the same view as already used for the Agreement line when viewing the agreement line from the Agreement{}
TestRail: Results
Attachments
Issue Links
- defines
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ERM-2239 stripes-erm-components release. Fix version: 7.0.1
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- Closed
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ERM-2243 ui-agreements release. Fix version: 8.3.0
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- Closed
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UXPROD-3756 Support Agreement Line Search and Filter
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- Closed
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- is continued by
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ERM-2330 Add new tab group for switching between Agreements and Local KB searches
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- Closed
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- relates to
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ERM-2335 Agreement lines search and filter updates
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- Closed
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ERM-2338 Selecting "Agreement line type" boxes in filter should use OR (||) not AND
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- Closed
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ERM-2339 Return no results on first display of Agreement Line search
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- Closed
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ERM-2340 "Reset all" in Agreement Line search does not correctly reset Agreement or Order filters
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- Closed
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ERM-2342 Responsive behaviour of Agreement search field selections
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- Closed
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ERM-2343 Default selection of Agreement text search fields
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- Closed
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ERM-2344 Add link from an Agreement to an Agreement lines search filtered by the agreement
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- Closed
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- mentioned in
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