Convert Excel to PDF

[lmullane]

As a Flex team analyst, I want Excel files pre-processed so that I can load them into Intella to create one PDF for redaction that can easily be created with no errors or delays

Acceptance Criteria

Scenario 1: Convert Excel files (XLS, XLSX) into a PDF

• GIVEN a LAN folder with the Call for Records contains Excel files
• WHEN the Excel file are loaded into the processor
• THEN the Excel files will be converted to PDF
• AND the PDFs are able to be loaded into Intella for deduplication

Happy path Scenario 2: Scale Excel file(s) onto a single PDF

• GIVEN the Excel file is loaded into the file processor
• WHEN the Excel file is processed
• THEN the scale of the file will be changed to fit all columns onto a single page in landscape orientation
• AND rows can be broken across multiple pages if necessary with column headings
• AND the page(s) will still be human readable in a PDF reader by using Zoom

Scenario 3: Create PDF page for each worksheet

• GIVEN an Excel file has multiple worksheets
• WHEN the Excel file is processed
• THEN each worksheet will be converted into a separate PDF page in landscape orientation

• AND a header will be added to the each PDF worksheet page so that the analyst understands how the worksheet fit into the greater Excel file

  Scenario 4: Create Output folder

GIVEN a Call for Records folder on the LAN contained Excel or iCalendar files WHEN these files are processed and converted to PDF THEN a subfolder called 'Output' will be saved as a subfolder of the original folder on the LAN Scenario 2: Save processed files in Output folder

Scenario 5: Save in Output folder

GIVEN a Call for Records folder on the LAN contained Excel or iCalendar files WHEN these files are processed and converted to PDF THEN these processed PDFs are saved in the 'Output' folder

Dependencies?

Technical:

• As there is no UI, file conversion is dependent upon the file watcher to pull records into the app for conversion.
• AXIS requires files to be in PDF for redaction. Business:
  • There are exceptions where an Excel spreadsheet does not require redaction and can be released to the applicant in native format. For those exceptions, the analyst can access the original Excel file from the LAN.

Validation Rules? (If yes, list here)

Design This is a backend process with no user interface.

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?

[lmullane]

@abin-aot, @divyav-aot , please review the Acceptance Criteria, aka scenarios

[lmullane]

Agreed. Let's discuss in refinement how we will do that.

[m-prodan]

AC looks good to me - did we want to add a criteria that the PDF integrates with Intella and can still be de-duplicated? We know this is possible from @abin-aot testing, just wondering if it needs to be added to the AC for this story.

[lmullane]

@m-prodan, updated Scenario 1 to capture that point.

[lmullane]

Team discussion - for edge case large Excel files (i.e. columns cannot be easily printed to another page) another solution may be required.