Story 1.7.4.2. CRM. User tab “Budget planning” head of division

Content

General info

Show the “Budget planning“ information about the team’s budget goals in the tab. All budgets are hardcoded from the beginning. The "Budget Planning" tab provides heads of division (HoD) with access to budget-related information for their division. HoDs can view overall budget allocations, spending, and forecasts, and manage budget planning for their division.

User story

As a [Head of Division],
I want to view and manage the budget planning for my division on the User View Page,
So that I can ensure effective budget management.

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=49370-66370&t=jg4LxKbrQRUs6ldc-4

 

Acceptance criteria

 

01

Given: open CRM user view page

When: click on the tab “Budget planning” first time

Then: see hardcoded budgets (400,000.00 CHF for a year)
AND prefilter current week (budget for a week 400,000.00/52)

 

02

Given: open CRM user view page

When: click on the tab “Budget planning” with a lot of data

Then: see preloader

image-20240724-143345.png

 

03

Given: open CRM user view page

When: click on the tab “Budget planning” AND have 17,300 CHF completed budget
AND 18,000 CHF planned budget

Then: see 17,300 / 18,000 and percentage 96%

04

Filter works the same as on the tab goals and plans: Story 1.7.3.2. CRM. User. Filter on User tab "Goals and plans"

05

Given: tab “Budget planning”
AND prefilter “Current month“

When: click on the cell of the table to the current week

Then: see edit mode for the cell

06

Given: tab “Budget planning”
AND prefilter “Current month“

When: click on the cell of the table to the previous week

Then: edit mode is not allowed for previous periods

07

Given: tab “Budget planning”
AND section “Waiting for approval“

When: select undo changes

Then: last changes is back to previous number

08

Given: tab “Budget planning”
AND section “Waiting for approval“

When: select Accept all

Then: all requests from the team member are applied
OOS – AND do we need any notifications for team member?

 

09

Given: tab “Budget planning”
AND section “Waiting for approval“

When: select Decline all

Then: all requests from the team member aren’t applied
OOS – AND do we need any notifications for team member?

 

10

Given: tab “Budget planning”
AND section “Waiting for approval“

When: click to any cell for edit
AND changed the number
AND click outside the cell OR press enter

Then: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?

 

image-20240719-054850.png

11

Given: tab “Budget planning”
AND section “Waiting for approval“

When: click on the cell with request (yellow background)
AND changed the number manually

Then: the number is changed
AND background of the cell is changed to green
OOS – AND do we need any notifications for team member?

 

image-20240724-151207.png

12

Given: tab “Budget planning”
AND no request from employees

Then: section “Waiting for approval“ is not shown

 

13

Given: tab “Budget planning”

When: scroll down to the section “Budget goals“
AND filter “current year“

Then: see the budget goals divided into quarters
AND table below with the team from the division and their Placement, CHF
OOS column PaaS fee, CHF

image-20240724-152023.png

Comments

Leave a Reply