Story 1.1.2.6. CRM. Company view mode. Tab Statuses. Sub tab Notes

Content

General info

The "Notes" sub-tab, located next to the Activities sub-tab, will display all notes related to the company, which are manually added from various sections within the CRM. Users will also have the ability to add new notes directly from this sub-tab. Clicking the "Add Note" button will open a modal with a text area and buttons to "Add" or "Cancel" the note. Once added, notes will appear at the bottom of the list and will be scrollable. Users will not have the ability to delete notes once they are added. Each note will include the text, the creator’s name, and the date and time the note was posted.

User story

As a CRM user,
I want to view and add notes related to a company in the Notes sub-tab,
So that I can keep track of important information and comments, while ensuring all notes are permanently recorded.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=16335-53352&t=6ItAnLqhDsxejI85-4

Acceptance criteria

01

Scenario 1: Display of Notes

Given I am viewing the Notes sub-tab in the Company View Page,
When I navigate to this sub-tab,
Then I should see a list of all notes related to the company,
AND each note should display the text content, the name of the person who created the note, AND the date and time the note was posted.

image-20240818-081949.png

02

Scenario 2: Adding a Note

Given I am viewing the Notes sub-tab,
When I click the "Add Note" button,
Then a modal should appear with a text area for entering the note content,
AND there should be "Add" and "Cancel" buttons.

03

Scenario 3: Confirming a New Note

Given I have entered text in the note’s text area in the modal,
When I click the "Add" button,
Then the note should be added to the bottom of the notes list,
AND the modal should close,
AND the note should be visible in the Notes sub-tab with the correct structure: text, note created by, and date and time posted.

04

Scenario 4: Canceling Note Creation

Given I have opened the "Add Note" modal,
When I click the "Cancel" button,
Then the modal should close without saving any text entered,
AND no new note should be added to the list.

05

Scenario 5: Scrollable Notes List

Given there are more notes in the Notes sub-tab than can be displayed on the screen,
When I view the notes list,
Then I should be able to scroll up to see older notes.

06

Scenario 6: Restricting Note Deletion

Given I am viewing the Notes sub-tab,
When I attempt to interact with any note,
Then there should be no option to delete the note,
AND all notes should be permanently displayed once added.

07

Scenario 7: Persisting Notes from Different Sections

Given I have added notes from different sections of the CRM (e.g. from changing status of the company),
When I view the Notes sub-tab,
Then I should see all the notes consolidated in this tab,
AND they should maintain the correct structure: text, note created by, and date and time posted.

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