Story 1.6.4.2. CRM. Process view. Tab Activity

Content

General info

As part of enhancing process tracking in the CRM, a dedicated "Activity" tab will be added to each Process view. This tab will log and display all significant actions taken on a process, including status changes, email interactions, event creation, and forecast updates, with each entry timestamped in CET. Communication and notes will be segregated into their own tabs, allowing for clear and organized activity tracking. This feature will improve visibility into the history and actions associated with each process.

User story

As a CRM user,
I want to see a detailed log of activities associated with each process,
So that I can review all important updates, actions, and changes for accurate tracking and reporting.


RT-4584

Получение подробных данных проблемы…
СТАТУС

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97489&t=Kyfn4cYcN8tVkZjO-4

Acceptance criteria

01

Scenario: Status change logging
Given a user changes the status of a process
When the status change is recorded
Then it should be displayed in the Activity tab with the format:
EN: "{user/candidate/company name} changed status to {status name}"
DE: "{user/candidate/company name} hat Status auf {status name} geändert."

image-20241101-072703.png

02

Scenario: Manual status change from CRM Process page
Given a user manually changes the status from the CRM Process page
When the manual change is recorded
Then it should be displayed with the format:
EN: "{user/candidate/company name} manually changed status to {status name}"
DE: "{user/candidate/company name} hat Status auf {status name} manuell geändert"
and include related comments/notes if provided.

03

Scenario: Email delivery record
Given an email is sent via SendGrid
When the email is delivered
Then the record should display in the Activity tab with the format:
EN: "Email {template name} for {status name} was delivered on {date} at {time}"
DE: "E-Mail {template name} für {status name} wurde am {date} um {time} zugestellt."

04

Scenario: Email read/opened record
Given an email is opened by the recipient
When the email read event is logged via SendGrid
Then the record should display in the Activity tab with the format:
EN: "{candidate/company contact} opened the E-Mail: status change to {Read}/{Read Shared}"
DE: "{candidate/company contact} öffnete die E-Mail: Statusänderung auf {Read}/{Read Shared}."

05

Scenario: Forecast update
Given a user updates the forecast
When the forecast changes from automatic to manual
Then the record should display in the Activity tab with the format:
EN: "{user name} updated the Forecast from {automatic forecast} to {manual forecast entry}"
DE: "{user name} hat die Forecast von {automatic forecast} auf {manual forecast entry} aktualisiert."

06

Scenario: Event creation logging
Given a user creates an event
When the event is recorded
Then the Activity tab should display the entry with the format:
EN: "{user name} created {event type} for {event date} {event time}"
DE: "{user name} hat {event type} für {event date} {event time} erstellt."

07

Scenario: Manual status indication
Given a status change is made manually from the CRM (not in vacancy or profile interaction)
When the record is created
Then the term "manual" should be included in the entry.

08

Scenario: Separation of communication and notes
Given activity records are displayed
When a user navigates to the Activity tab
Then all status changes, email interactions, event records, and forecast updates should be displayed, while communication and notes are segregated into separate tabs.

09

Scenario: Date and time format
Given an activity record is created
When it is displayed in the Activity tab
Then each entry should contain date and time in CET.

10

Scenario: Record immutability
Given an activity entry is created
When a user views the entry
Then there should be no option to delete the record, ensuring permanent logging.

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