Edit and Save changes to an Applicant Profile
- Dominant language
- Python
- Stars
- 8
- Forks
- 2
- Avg merge
- 14h 34m
- Merged PRs (30d)
- 46
Description
* As an IAO analyst
* I want to edit and save changes to an Applicant Profile
* so that I can update applicant information
**Assumptions & Scope**
What are the assumptions for this story?
IAO analysts may receive new applicant information (e.g. change of contact info such as phone number, address, or email address) after a request is submitted. The IAO analyst will need to update this information on the Applicant Profile.
What is IN scope?
Edit and Save changes to an Applicant Profile
What is NOT in scope?
View and select existing Applicant Profile #4761
Creating a new applicant profile #4770
Searching and selecting profiles for On Behalf of requests
Adding an additional applicant category profile (i.e. different applicant type) #4763
Request History for an applicant
Applicant Profile Change Log #4780
**Acceptance Criteria**
**Scenario 1: Applicant Profile from Request View**
* GIVEN an IAO analyst is on a Request View
* AND an Applicant Profile has already been selected for the request
* WHEN the IAO analyst opens Address and Contact Details
* THEN the 'Applicant Profile' link will be there
https://jacklyn808742.invisionapp.com/console/FOI---Intake-ckpq19frj032r013q6gpm8t1m/clp8r0umw0g3p016ngmj29rhz/play
**Scenario 2: Click 'Applicants Profile'**
* GIVEN the IAO analyst is on the the Request View
* AND an Applicant Profile has already been selected for the request
https://jacklyn808742.invisionapp.com/console/FOI---Intake-ckpq19frj032r013q6gpm8t1m/clp8r0umw0g3p016ngmj29rhz/play
* WHEN the IAO analyst clicks on the 'Applicant Profile' link
* THEN the matched Applicant Profile will open
* AND there will be a toggle for Request History
* AND there will be tags for additional profiles
* AND the Applicant Details section will be open with these fields: Applicant First Name; Applicant Middle Name; Applicant Last Name; Organization; Category; AKA/Previous Name
* AND the Address and Contact Information and Additional Applicant Details sections will be closed
* AND there will be an inactive button for 'Save Changes' and a 'Back' button
https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
**Scenario 4: Edit applicant profile fields**
* GIVEN the IAO analyst is on the the Applicant Profile
* https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
* WHEN the IAO analyst clicks the 'Back' button
* THEN the analyst will return to the Request view
**Scenario 5: Edit applicant profile fields**
* GIVEN the IAO analyst is on the the Applicant Profile
* https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
* WHEN the IAO analyst clicks in any of the fields: Applicant First Name; Applicant Middle Name; Applicant Last Name; Organization; Category; AKA/Previous Name
* THEN the fields will be editable
**Scenario 6: Active 'Save Changes' button**
* GIVEN the IAO analyst is on the the Applicant Profile
* https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
* WHEN the IAO analyst edits any of the fields: Applicant First Name; Applicant Middle Name; Applicant Last Name; Organization; Category; AKA/Previous Name
* THEN the 'Save Changes' button will turn blue
**Scenario 7: Saving Changes to Applicant Profile modal**
* GIVEN the IAO analyst is on the the Applicant Profile
* https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
* WHEN the analyst clicks the active 'Save Changes' button
* THEN a the 'Saving Changes to Applicant Profile' modal will open
* AND there will be a message, 'Would you like to save change for all open requests?'
* AND there will be a button (blue by default) that says 'Save Change for Current Request'
* AND there will be a button that says 'Save Changes for All Open Requests'
* AND there will an 'X'
**Scenario 9: Click 'Save Change for Current Request'**
* GIVEN the IAO analyst is on 'the 'Saving Changes to Applicant Profile' modal
* WHEN the analyst clicks the 'Save Change for Current Request' button
* THEN a the modal will close
* AND the updates to the Applicant Profile will also be updated on the current FOI request
* AND the analyst will be returned to the Request View for the request
https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
**Scenario 10: Click 'Save Changes for All Open Requests'**
* GIVEN the IAO analyst is on 'the 'Saving Changes to Applicant Profile' modal
* WHEN the analyst clicks the 'Save Changes for All Open Requests' button
* THEN a the modal will close
* AND the Applicant Information will updated on all OPEN FOI requests linked to the Applicant Profile
* AND the analyst will be returned to the Request View for the request
**Scenario 11: Click 'X' on the 'Saving Changes to Applicant Profile' modal**
* GIVEN the IAO analyst is on 'the 'Saving Changes to Applicant Profile' modal
* WHEN the analyst clicks the 'X' button
* THEN a the modal will close
* AND the analyst will be returned to the Applicant Profile
https://jacklyn808742.invisionapp.com/console/share/3W2O64AP5C/987389734
**Scenario 12: Click 'Save Change for Current Request' when all information DOES NOT match**
* GIVEN the IAO analyst is on 'the 'Add Applicant Profile to Request' modal
* AND all of the information DOES NOT match (e.g. different email)
* WHEN the analyst clicks the 'Save Change for Current Request' button
* THEN a the modal will close
* AND the Applicant Profile will be linked to the new FOI request
* AND the Applicant Profile will be updated with the new contact information (e.g. different email)
* AND the analyst will be returned to the Request View for the request
* AND the 'Search Applicant Profile' link will be updated to 'Applicant Profile'
* https://jacklyn808742.invisionapp.com/console/FOI---Intake-ckpq19frj032r013q6gpm8t1m/clp8r0umw0g3p016ngmj29rhz/play
**Scenario 13: Click 'Save Changes for All Open Requests' and all the information DOES NOT match**
* GIVEN the IAO analyst is on 'the 'Add Applicant Profile to Request' modal
* AND all of the information DOES NOT match (e.g. different email, address, phone number)
* WHEN the analyst clicks the 'Save Changes for All Open Requests' button
* THEN a the modal will close
* AND the Applicant Information will updated on all OPEN FOI requests linked to the Applicant Profile
* AND the Applicant Profile will be updated with the new information (e.g. different email, address, phone number)
* AND all OPEN requests linked to the Applicant Profile will be will be updated with the new information (e.g. different email, address, phone number)
* AND the analyst will be returned to the Request View for the request
* AND instead the 'Search Applicant Profile' link will be update to 'Applicant Profile'
* https://jacklyn808742.invisionapp.com/console/FOI---Intake-ckpq19frj032r013q6gpm8t1m/clp8r0umw0g3p016ngmj29rhz/play
**Dependencies? What is the impact of this dependency? (If so, link dependency in the ticket, make it visible in a team´s backlog)**
**Validation Rules? (If yes, list here)**
**Design**
@xxx - please link the Design here
**Definition of Ready**
1. [ ] Is there a well articulated User Story?
2. [ ] Is there Acceptance Criteria that covers all scenarios (happy/sad paths)?
3. [ ] If there is a user interface, is there a design?
4. [ ] Does the user story need user research/validation?
5. [ ] Does this User Story needs stakeholder approval?
6. [ ] Design / Solution accepted by Product Owner
7. [ ] Is this user story small enough to be completed in a Sprint? Should it be split?
8. [ ] Are the dependencies known/ understood? (technical, business, regulatory/policy)
9. [ ] Has the story been estimated?
**Definition of Done**
1. [ ] Passes developer unit tests
2. [ ] Passes peer code review
3. [ ] If there's a user interface, passes UX assurance
4. [ ] Passes QA of Acceptance Criteria with verification in Dev and Test
5. [ ] Confirm Test cases built and succeeding
6. [ ] No regression test failures
7. [ ] Test coverage acceptable by Product Owner
8. [ ] Ticket ready to be merged to master or story branch
9. [ ] Developer to list Config changes/ Update documents and designs
10. [ ] Can be demoed in Sprint Review
11. [ ] Tagged as part of a Release
12. [ ] Feature flagged if required
13. [ ] Change Management activities done?
Contributor guide
Research direction
Start with the Request View and Applicant Profile flows described in the acceptance criteria, then review the linked InVision designs. Trace how profile data is edited and propagated to the current request and all open requests. Done means the listed navigation, editing, modal choices, updates, and return states work and are covered by tests.
Written by the indexing model from the issue text.
Assessment
- Tech stack
- python
- Domain
- full-stack
- Issue type
- Feature
- Difficulty
- 5/5
- Estimated time
- Over a week
- Activity status
- Stale
- Clarity
- Mostly clear
- Newbie friendliness
- 25/100