Story 1.0.15.1. CRM. Company. Parallel Editing

Content

General info

The feature ensures that multiple users cannot edit the same entity in the CRM system at the same time without notifying the other users. A notification banner will be displayed on the page if it is currently being edited by another user. If the current user wishes to enter the edit mode, they will need to "overtake" the existing session, prompting a confirmation dialog and potentially causing the other user to lose unsaved changes. This ensures clear communication and prevents data loss due to simultaneous editing.

User story

As a CRM user,
I want to be notified when another user is editing a page,
So that I can decide whether to overtake the editing session or wait until the other user has finished.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=60567-505568&t=iR6h2ofHPxI6s5Ic-4

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Acceptance Criteria

01

Scenario: Display Notification Banner when Page is Being Edited by Another User on Company view page
Given I am viewing a company page in the CRM
AND another user is editing the page
When I click to edit any button on the page
Then I should see a banner at the top of the page with the message:
DE: "Diese Seite wird jetzt von {name surname} bearbeitet, Überholen?"
EN: "This page is now edited by user: {name surname}, Overtake?"

image-20250210-054107.png

02

Scenario: Display Notification Banner when Page is Being Edited by Another User on Company list Page
Given I am viewing a company list page in the CRM
AND another user is editing the company, that i want to edit too
When I click to edit button for that company
Then I should be redirected to company single page
AND see a banner at the top of the page with the message:
DE: "Diese Seite wird jetzt von {name surname} bearbeitet, Überholen?"
EN: "This page is now edited by user: {name surname}, Overtake?"

03

Scenario: Clicking on the User’s Name Opens User’s Page
Given I see the banner showing the user’s name,
When I click on the name in the banner,
Then the user’s profile page should open in a new tab.

04

Scenario: Clicking on "Overtake" Opens Confirmation Popup
Given I see the banner with the option to overtake the editing session,
When I click on the "Overtake" button,
Then a confirmation popup should appear with the following details:
DE:
title: "Die Bearbeitung wird überholt"
text: "{name surname} wird ungespeicherte Daten verlieren. Fortfahren?"
button: "Überholen"
EN:
title: "Editing will be overtaken"
text: "{name surname} will lose unsaved data. Proceed?"
button: "Overtake"

image-20250210-054227.png

05

Scenario: Close Popup Without Taking Action
Given I am on the confirmation popup,
When I click the X button to close the popup,
Then the other user should continue editing the page without any changes, and I remain in view mode.

06

Scenario: Confirm Overtaking the Editing Session
Given I am on the confirmation popup,
When I click on the "Overtake" button,
Then the user who was editing the page will not be moved to view mode and stay in edit mode
AND see some message about overtaken

07

Scenario: Prevent Current User from Entering Edit Mode Without Overtaking
Given I am on a page where another user is editing,
When I try to enter edit mode,
Then I should not be able to enter edit mode until I click on "Overtake" or the other user finishes their editing session.

08

backend validates on last modify time stamp when data was changed and prevent saving (rewriting the data)

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