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  1. ERM Platform
  2. ERM-2289

Agreement line search and filter screen initial implementation

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Details

    • ERM Sprint 145, ERM Sprint 146, ERM Sprint 147, ERM Sprint 148, ERM Sprint 149, ERM Sprint 150, ERM Sprint 151
    • Bienenvolk
    • Nolana (R3 2022)
    • 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:

      1. 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)
      2. 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
      3. 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
      4.  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
      5. 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
      6. 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
      7. 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
      8. 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
      9. 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
      10. 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
      11. 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
      12. 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
      13. 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
      14. 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
      15. 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
      16. 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
      17. 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
      18. 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
      19. 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{}

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                ostephens Owen Stephens
                ostephens Owen Stephens
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                  Updated:
                  Resolved:

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