Story 1.1.1.2. CRM. Company list filters

Content

General info

This feature focuses on implementing a filtering mechanism within the company list table in the CRM system. Users should be able to apply filters to various columns (e.g., Industry, Status, rocken contact) to narrow down the list of companies displayed. The filtering functionality should be intuitive, allowing users to quickly find the companies that meet their specific criteria.

User story

As a CRM user,
I want to filter the company list table by different attributes,
So that I can easily find companies that meet specific criteria.


RT-5237

Получение подробных данных проблемы…
СТАТУС

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21124-112520&t=3zsWVPzXmyXbANx6-4

Acceptance criteria

01

Scenario: Opening the Filters panel
Given I am on the company List page
When I click on the "Filters" link
Then the filters panel should open on the right side of the screen, displaying filter options such as

  1. Title / Titel

  2. Keyword / Keyword

  3. Industries / Branchen

  4. Rocken contact / Rocken Kontakt

  5. Client level / Kundenlevel

  6. Company size / Unternehmensgrösse

  7. Cooperation status (KT) / Status der Zusammenarbeit (KT)

  8. Company type / Unternehmenstyp

  9. Assignment / Nicht zugewiesen anzeigen

  10. OOS Market / Markt

image-20241121-152218.png

02

Scenario: User interact with the filter panel
Given user in filter panel,
When clear/add/search some items
Then have common behaviour of the field described here: Story 1.0.12.5. CRM. Filter panel

#

Filter Field

Acceptance Criteria

Query

https://api.staging.rockengroup.com/api-documentation-2000#/Company/get_api_v1_companies_list

01

Title

 

Scenario: User interact with the field
Given user in filter panel,
When search some items (name of company)
Then have common behaviour of the field described here: Story 1.0.12.6. CRM. Title field filter

titles[]

02

Keyword

Scenario: User applies a keyword filter.
Given the user enters a custom keyword,
When it is find info in any company fields without suggestions
AND data matches with keyword ,
Then relevant results are displayed

Select type:

  • multi select OOS

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags

search by all fields in companies

03

Industry

Scenario: User applies an industry filter.
Given the user types an industry,
When matches exist,
Then suggestions are displayed.

Select type:

  • multi select

  • multi tags

  • search

  • suggestions

  • custom tags OOS

industries[]

04

Rocken Contact

Scenario: User applies a Rocken contact filter.
Given the user selects Rocken contact,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

05

Client level

Scenario: User applies a Client level filter.
Given the user selects Client level,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

should be added to API by backend developer

06

Company Size

Scenario: User applies Company size filter.
Given the user selects Company size,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

sizes[]

Available values : 1-20, 21-50, 51-100, 101-200, 201-500, 501-1000, 1001-10000, 10001+

07

Cooperation Status (KT)

Scenario: User applies Cooperation status filter.
Given the user selects Cooperation status,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

cooperation_statuses[]

08

Company Type

Scenario: User applies Company type filter.
Given the user selects Company type,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

should be added to API by backend developer

09

Assignment

Scenario: User applies Assignment filter.
Given the user selects Assignment,
When the selection is made,
Then the results reflect the selected status.

Select type:

  • multi select

  • multi tags

  • search OOS

  • suggestions OOS

  • custom tags OOS

should be added to API by backend developer

All (default)

Select options:

Unassigned

Assigned

10

Market OOS

Scenario: User filters by country.
Given country options exist,
When one is selected,
Then only companies in that country are displayed.

Select type:

  • single select

  • single tag

  • search OOS

  • suggestions OOS

  • custom tags OOS

should be added to API by backend developer

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