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
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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
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Acceptance criteria
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01
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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 on original company AND I select duplicated companies AND I click merge button in modal window 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.
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02
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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 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
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03
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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
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04
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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 AND I select duplicated companies AND I click merge button in modal window 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
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merge only companies from one market
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