Story 1.1.1.3. Company list Management CRUD

Content

General info

Feature: Company List Management
Description: This feature allows users to manage a list of companies by creating new entries, viewing existing ones, updating details, and deleting records as needed.

User story

As a CRM User [Admin, Consultant, BM, HoR, HoC, Recruiter, Customer support]
I want to be able to create, view, update, and delete company records
So that I can maintain an accurate and up-to-date list of companies in the system.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21124-112520&t=hi9yEFy0y8uUSlNC-4

Acceptance criteria

01

Scenario 1: Create a Company

Given I am an authenticated CRM User
When I navigate to the "Company List" page
AND I click on the “+” "Add New Company" button
AND I fill out the required fields (Company Name, type, parent company, industry, Rocken contact, Job link, Phone Number, Email, Company size, website)
AND I click on the "Create" button
Then I should see a confirmation message indicating the company was created successfully
AND the new company should appear in the company list with the provided details
AND the page of the company is opened automatically

image-20240817-131150.png

image-20240817-131604.png

02

Scenario 2: View a Company

Given I am an authenticated CRM User
When I navigate to the "Company List" page
AND I select a company from the list by clicking on the name of the company
Then I should see the detailed information for the selected company

image-20240817-132406.png

03

Scenario 3: Update a Company

Given I am an authenticated CRM User
When I navigate to the "Company List" page
AND I select a company from the list
AND I click on the "Edit" button image-20240817-134027.png
AND I update the desired fields (e.g., industry, Phone Number)
AND I click on the "Save update" button
Then I should see a confirmation message “Edits are saved“ indicating the company was updated successfully
AND the company list should reflect the updated details

image-20240817-133549.png

image-20240817-133633.png

image-20240817-133722.png

04

Scenario 4: Delete a Company

Given I am an authenticated Admin User
When I navigate to the "Company List" page
AND I select a company from the list
AND I click on the "Delete" button image-20240817-134015.png
AND I confirm the deletion in the confirmation dialog
Then I should see a confirmation message indicating the company was deleted successfully
AND the company should no longer appear in the company list

image-20240817-134004.png

05

Scenario 5: View Company List

Given I am an authenticated CRM User
When I navigate to the "Company List" page
Then I should see a list of all companies
AND each entry in the list should show the company name, status, industries, and other relevant details

image-20240817-131150.png

Comments

Leave a Reply