Details
-
Story
-
Status: Closed (View Workflow)
-
P3
-
Resolution: Done
-
None
-
-
EPAM BatchLoader Sprint 15, EPAM BatchLoader Sprint 16
-
8
-
Folijet
Description
Purpose: To be able to create and save match profiles, so that they can be applied to saved and ad hoc job profiles used in Data Import
As a staff person
I want to be able to create and store match profiles for the Data Import app
So that I can assemble them, along with action and mapping profiles in various configurations of job profiles
And so that I do not have to reconstruct these configurations every time I import a new file
Notes:
- This story is only for creating the outline of the match profile pane on the settings screen. There will be additional stories for creating the create/edit screens for matches and for the detailed configuration of matches.
Live prototype:
https://xd.adobe.com/view/0bb2d8ab-aabd-4ff6-4d5a-faa59a93368e-7d83/
Brief video walk-through
https://www.dropbox.com/s/3slcv4v49qm92rv/2018-11-06-data-import-19.mp4?dl=0
Sample data: https://docs.google.com/spreadsheets/d/1sMiwp6nbb08H9SOD-zxIsJ1i5d0e8RXZ_mliIw9mmDA/edit#gid=1212064214
Scenarios
- Scenario 1
- Given the Data Import Settings
- When a User clicks the Match profiles setting in the second pane
- Then the Match profiles option in the second pane should turn grey with white text and
- A third pane should open, displaying a list of the existing match profiles
- As shown in attachment 40-Settings Match profiles.png
- Scenario 2
- Given the Match profiles third pane
- When displaying the pane
- Then the format of the pane should be as follows, as shown in attachment 40-Settings Match profiles.png
- Header: [match profile icon] followed by Match profiles followed by a down caret [No action for now - action is covered by future story]
- Subheader: # profiles, where # is the number of match profiles in the results list
- New button (no plus sign) on right side of header [No action for now - action is covered by future story]
- Top of results list: search box [No action for now - action is covered by future story]
- Results list column headers
- Check box [Can check and uncheck the checkboxes, but no action for now; top checkbox does not yet affect the individual line checkboxes for now, and all action is covered by future story]
- Name
- Match
- Tags
- Updated
- Updated by
- Results list data elements per row (alternating rows in white and grey)
- Check box [No action for now - action is covered by future story]
- Match profile icon followed by match profile name (row 2 in sample data) [NOTE: Match profile name must be unique]
- Icon for FOLIO record type being matched (see list of record types attached) followed by brief summary of match, which consists of
- FOLIO record type (row 14 in sample data)
- Centered dot
- Match field from incoming record (row 16 or 20 in sample data)
- Right arrow
- Field label for FOLIO record field being matched to (row 31, 35, or 36 in sample data)
- NOTE: make sure the arrow and construction will reformat properly when screen changes from LTR to RTL (use Arabic localization setting to check)
- Tag icon followed by tags; multiple tags are separated by comma [space], e,g. first, second, third (row 11 in sample data)
- Edit pencil icon followed by most recent update date (row 4 in sample data)
- User icon followed by most recent updater's name (firstname lastname) and username in parentheses, e.g. John Doe (johndoe) (row 5 in sample data)
- Default sort order should be alphabetical A-Z by profile name
- User should be able to sort and reverse sort by clicking on any of the column headers
- End of list component (icon and wording)
- Scenario 3
- Include standard automated testing coverage; add screenshot or other details to confirm test coverage is in place
NOTES
- abreaux will add story with sample data (
MODDICONV-7): see https://docs.google.com/spreadsheets/d/1sMiwp6nbb08H9SOD-zxIsJ1i5d0e8RXZ_mliIw9mmDA/edit#gid=1212064214 - BE dev will add the sample data (
MODDICONV-17) - abreaux will create data schema spreadsheet for data elements of the match profile record DONE - may change slightly
- abreaux will add a list of all record types and icons (see attached - asking Filip for icons for the highlighted ones) DONE
- Taras_Spashchenko or OleksiiKuzminov will create related backend stories (and link to feature
UXPROD-1378)
TestRail: Results
Attachments
Issue Links
- blocks
-
UIDATIMP-13 Data import settings page's 3rd pane for Match Profiles: Header Caret Action
-
- Closed
-
-
UIDATIMP-16 Assign tags to Data Import Match Profiles
-
- Closed
-
-
UIDATIMP-138 Data import settings page's 3rd pane for Match Profiles: +New Action
-
- Closed
-
-
UIDATIMP-139 Data import settings page's 3rd pane for Match profiles: Save the new match profile
-
- Closed
-
-
UIDATIMP-140 Create data import settings page's 4th pane for Match Profile Details
-
- Closed
-
-
UIDATIMP-166 Data import settings page's 3rd pane for Match Profiles: Search box
-
- Closed
-
-
UIDATIMP-174 Data import settings page's 3rd pane for Match Profiles: Header Caret Export Action - DRAFT
-
- Draft
-
-
UIDATIMP-184 Data import settings page's 4th pane for Match Profile Details: make job profile name a hotlink
-
- Closed
-
- defines
-
UIDATIMP-194 Create missing Record Types icons for Match Profiles data table view
-
- Closed
-
-
UXPROD-1378 CRUD for Match Profiles
-
- Closed
-
- is blocked by
-
MODDICONV-3 Create a RAML definition and CRUD endpoints with implementation for "Match Profiles"
-
- Closed
-
- relates to
-
MODDICONV-7 Prepare sample Match Profiles
-
- Closed
-
-
MODDICONV-17 Add sample Match Profile data
-
- Closed
-
-
MODDICONV-47 Add entityType support for profiles
-
- Closed
-
-
UIDATIMP-203 Remove down arrow from check box column header
-
- Closed
-