Story 1.1.1.4. CRM. Company. Merge Duplicate Companies

Content

General info

Feature: Merge Duplicate Companies
Description: This feature allows users to merge duplicate company records into a single entry by selecting the duplicates and clicking a merge button. The system should consolidate the information into one record and remove the duplicates from the list.

User story

As a CRM User [Admin, BM, Consultant, HoR, HoC, Recruiter]
I want to be able to merge duplicate company records
So that I can maintain a clean and accurate company list without redundant entries.


RT-4200

Получение подробных данных проблемы…
СТАТУС

Visual design:

Company list https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58203-68552&t=MIaVLDcVgHlBqxJL-4

Company details https://www.figma.com/proto/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310258&t=hi9yEFy0y8uUSlNC-0&scaling=min-zoom&content-scaling=fixed&page-id=20792%3A100687&starting-point-node-id=21491%3A133215&show-proto-sidebar=1

Acceptance criteria

01

Scenario 1: Merge Duplicate Companies

Given I am an authenticated CRM User
When I navigate to the "Company List" page
AND I click merge button image-20240817-145336.png on original company
AND I select duplicated companies
AND I click merge button in modal window image-20240817-150922.png
Then I should see a confirmation message indicating the companies were merged successfully
AND the duplicate companies should be removed from the list
AND the remaining record should have consolidated information from the merged companies: inherited orders, vacancies, publications, staff, unpopulated text fields in maternal company to be populated with inherited data. If maternal companies’ text fields were populated before the merge, they remain as they were and are not overwritten.

02

OOS Scenario 2: Merge with Validation

Given I am an authenticated Admin User
When I navigate to the "Company List" page
AND I select multiple companies for merging
AND one or more selected companies have conflicting information
Then I should be prompted to resolve conflicts before proceeding with the merge
AND I should see an option to review and confirm how to handle conflicting information

03

Scenario 3: No Duplicate Selected

Given I am an authenticated CRM User
When I navigate to the "Company List" page
AND didn’t select any duplicated companies
Then the "Merge" button is not active
AND I on hover see a message indicating that at least one duplicated company need to be selected for merging

04

Scenario 4: Merge Duplicate Companies on detail page

Given I am an authenticated CRM User
When I navigate to the "Company view" page
AND I click merge button image-20240817-145336.png
AND I select duplicated companies
AND I click merge button in modal window image-20240817-150922.png
Then I should see a confirmation message indicating the companies were merged successfully
AND the duplicate companies should be removed from the list
AND the remaining record should have consolidated information from the merged companies: inherited orders, vacancies, publications, staff, unpopulated text fields in maternal company to be populated with inherited data. If maternal companies’ text fields were populated before the merge, they remain as they were and are not overwritten

image-20240817-151010.png

merge only companies from one market

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