bcgov / entity

ServiceBC Registry Team working on Legal Entities
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Additional validations + updates when adding a registration to the dashboard #13672

Closed RFK250 closed 1 year ago

RFK250 commented 1 year ago

Tasks

Models/Validations when adding an existing registration to the MHR table:

Design (with text updates)

https://projects.invisionapp.com/share/6F130Q7D4AUB#/screens?browse

Notes

dimak1 commented 1 year ago

@tlebedovich should this ticket also include a fix for validation? Currently, the error message says 7 characters are required to do a search when the actual registration number is only 6 digits.

Screen Shot 2022-09-21 at 1 21 45 PM
tlebedovich commented 1 year ago

I would say yes. validation should be updated to show error message if user puts in less or more than 6 digits (no letters or special characters) validation message updates to "Registration numbers contain 6 digits"

dimak1 commented 1 year ago

@RFK250 should I take this on or leave it for later and work on items in backlog / sprint goal?

RFK250 commented 1 year ago

@dimak1 It's still two sprints away potentially and we still need to groom it, so I would say please take from the backlog. Hopefully we can groom this one next week.

tlebedovich commented 1 year ago

@forgeuxGH5 @RFK250 @PatrickAHeath c/c @doug-lovett - We need to know which Reg number should we be using to retrieve registrations other than initial MHR registrations (ie a Transfer). The Document ID number or the Document Registration number? Currently we have a max 6 digit validation set on the retrieve existing field which won't work for Doc IDs (which are 8 digits).

Whichever number we use for this look up is the number we need to display in the table for the Transfer (in addition to it's related MHR number)

Screen Shot 2022-10-03 at 3 08 09 PM

Screen Shot 2022-10-03 at 3 09 08 PM

PatrickAHeath commented 1 year ago

Staff can search in green screens using MHR #, Document ID or Document Registration #. When beginning a Transfer, they identify the Document ID (from the paper form) and the MHR#, with the Document Registration # being generated once the transaction is complete.

I would choose Document Registration Number to differentiate between transactions within an MHR#.

As for requiring 6 digits to retrieve an MHR into the registrations table, entering 4 digits should be allowed and the system will pad the front with zeroes to 6 digits, just as is done with entering the search parameter for MHR#.

RFK250 commented 1 year ago

Thanks @PatrickAHeath - @tlebedovich does that give you what you need?

tlebedovich commented 1 year ago

@owillborn - UXA feedback for ya:

Screen Shot 2022-11-29 at 4.49.44 PM.png

but instead it is showing this one: Screen Shot 2022-11-29 at 4.52.14 PM.png


Screen Shot 2022-11-29 at 4.52.58 PM.png

tlebedovich commented 1 year ago

@chdivyareddy - when this is in RFQA, can you check this one - "Hide the "Open" button for MH registrations that are historical and exempt for now (only show for Active registrations)"

tlebedovich commented 1 year ago

ps @owillborn - was this work done for both the Staff and Qualified Supplier views of the table?

owillborn commented 1 year ago

@tlebedovich good catches

PCC199 commented 1 year ago

@owillborn is it possible to move this one along...if there are changes to be made, should be in progress, if it's still waiting for review, we need to remind the reviewers.

tlebedovich commented 1 year ago

@chdivyareddy - please test and review the system error modal will appear when there is a system error - was unable to see this modal.

owillborn commented 1 year ago
  • please test and review the system error modal will appear when there is a system error - was unable to see this modal.

If you can force a 500 error it should display, just not sure how to do this haha!

chdivyareddy commented 1 year ago

@owillborn , For the Staff account (BRTEST1) in DEV, the child registrations are not sorted under the parent registrations and there is no option to remove the existing registrations from the table. Note: In TEST account for staff(BRTEST1), registrations are sorted and has the option to remove the registration from the table Can you please have a look? thanks! Current Behavior: DEV image.png

Vs Current Behavior: TEST image.png

dimak1 commented 1 year ago

Taking a look at the issue Divya raised (to help out Otto).

dimak1 commented 1 year ago

After doing some investigation as to why Action buttons are not showing up in DEV is Search History table (but showing up in TEST), I suspect it could be because of the user roles. Specifically mhr_transfer_sale.

Could anyone check if the role mhr_transfer_sale is setup for user BRTEST1 in DEV? @mstanton1 @chdivyareddy

mstanton1 commented 1 year ago

@dimak1 the mhr_transfer_sale user role isn't showing for BRTEST1 in DEV. I would expect this role would be assigned by virtue of being added to a group. Does it make sense I add the keycloak group for mhr_qualified_user? Or is there a different user type you are trying to test?

image.png

image.png

dimak1 commented 1 year ago

Thanks @mstanton1 for looking into it. mhr_transfer_sale role represents a Qualified Supplier. This explains why certain features a not available for BRTEST1 in Dev.

I think we should set up this user the same as in TEST that way it is consistent across the environments. @chdivyareddy

dimak1 commented 1 year ago

After setting up the roles in DEV the issue with Action buttons is resolved. I'm looking into a sorting issue now.

dimak1 commented 1 year ago

Looks like the child/parent filings are showing up now, as we fixed the roles for Qualified Supplier.

@chdivyareddy if this was the last issue in this ticket, then we could send it back to RFQA for a re-retest. Thank you.

chdivyareddy commented 1 year ago

@dimak1 Thank you and Yes, the parent/child registrations are displayed as expected in the table now.

Looks like the 'Remove' functionality is not working as expected on the staff account (BRTEST1), this issue exists in both DEV & TEST and also when 'Open' button is clicked from the dashboard, the transfer page keeps on loading without displaying the MHR info. I wasn't sure whether the staff account should include the Transfer flow as well. Could you please take a look at that?

image.png

OR, would you like me to create a separate ticket for this issue?

cc @mstanton1

dimak1 commented 1 year ago

Thanks @chdivyareddy; I will look into it.

Since it's a new issue, my thought process is to create a quick new ticket just for that issue and to keep this ticket as is (it already has lots of stuff in it). @mstanton1 thoughts?

PCC199 commented 1 year ago

@chdivyareddy and @dimak1. If it is an unrelated issue, this ticket can be moved along and one raised for the new defect. If it is a related defect, it can be rectified in this ticket.

mstanton1 commented 1 year ago

A new ticket seems appropriate. The list included adding the removal dropdown but didn't speak to functionality for that dropdown. I can create a new ticket. cc @chdivyareddy @dimak1 @PCC199

dimak1 commented 1 year ago

Please assign me that ticket @mstanton1. Thanks!

mstanton1 commented 1 year ago

@dimak1 assigned you 14622. Can you move this ticket along?

mstanton1 commented 1 year ago

@dimak1 assigned you 14622. Can you move this ticket along?

dimak1 commented 1 year ago

Thanks!

chdivyareddy commented 1 year ago

Verified!

image.png