Content
General info
The Order List Filters functionality allows users to refine their view of the order list by applying various filters. This helps users to quickly locate and manage orders based on specific criteria such as status, company, and more.
User story
As a CRM user
I want to filter the order list based on different criteria
So that I can quickly find and manage orders that meet specific conditions.
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58304-37795&t=NY0lewCIDbekeS63-1
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Acceptance criteria
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01
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Scenario: Opening the Filters panel Given I am on the order 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
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Status / Status
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Company / Unternehmen
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Sales/Account Manager / Sales/Account Manager
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Responsible recruiter / Responsible recruiter
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Management consultant / Management consultant
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Created date / Erstellungsdatum
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Market / Markt
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02
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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
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Filter Field
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Acceptance Criteria
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Query
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https://api.staging.rockengroup.com/api-documentation-2000#/Order/get_api_v1_orders
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01
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Title
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Scenario: User interact with the field Given user in upper search field, When search some items (Order name) Then have common behaviour of the field described here: Story 1.0.12.6. CRM. Title field filter
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titles[]
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02
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Keyword
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Scenario: User applies a keyword filter. Given the user enters a custom keyword, When it is find info in any Orders fields without suggestions AND data matches with keyword , Then relevant results are displayed
Select type:
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multi select OOS
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multi tags
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search OOS
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suggestions OOS
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custom tags
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lds in Orders
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03
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Status
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Scenario: User applies a status filter. Given the user selects a status, When the selection is made, Then the results reflect the selected status.
Select type:
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multi select
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multi tags
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search OOS
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suggestions OOS
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custom tags OOS
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statuses[]
Available values :
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in progress /
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active /
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inactive /
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04
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Company
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Scenario: User applies a company filter. Given the user types a company name, When matches exist, Then suggestions are displayed.
Select type:
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multi select
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multi tags
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search
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suggestions
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custom tags
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companies[]
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06
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Sales/Account manager
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Scenario: User applies a Sales/Account manager filter. Given Sales/Account manager exist, When one or several are selected, Then results show jobs managed by the Sales/Account manager.
Select type:
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multi select
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multi tags
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search
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suggestions
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custom tags OOS
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sales_manager[]
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07
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Responsible Recruiter
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Scenario: User applies Responsible recruiter filter. Given available recruiter option, When one recruiter is selected, Then results show Orders where the selected user is saved as a Responsible recruiter.
Select type:
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multi select
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multi tags
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search
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suggestions
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custom tags OOS
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recruiters, HoR []
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08
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Management Consultant
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Scenario: User applies a Management consultant filter. Given consultant options exist, When one is selected, Then results show Orders where the selected user is saved as a Management consultant.
Select type:
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multi select
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multi tags
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search
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suggestions
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custom tags OOS
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all CRM users[]
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09
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Created Date
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Scenario: User applies a created date. Given the user selects "From" and "To" dates, When dates are valid, Then results are filtered by the date range.
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from_date
to_date
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10
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Market
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Scenario: User filters by country. Given country options exist, When one is selected, Then only profiles in that country are displayed.
Select type:
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single select
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single tag
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search OOS
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suggestions OOS
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custom tags OOS
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should be added to API by backend developer
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