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Allow clients access to update acct details

Open pstemkens opened this issue 1 year ago • 1 comments

This is currently a staff only feature and clients have to call into BC Registries and staff have to update the account information for them. If clients have this ability, it will reduce the workload for staff.

Scenario 1 - Non-admin user view/edit details GIVEN I am a non-admin user on an account WHEN I view the Account Info screen THEN I am able to see all details AND I am not able to edit any details

Scenario 2 - admin user view/edit details GIVEN I am an admin user on an account WHEN I view the Account Info screen THEN I am able to see all details AND I am able to edit all details

Scenario 3 - staff user view/edit details GIVEN I am a staff user viewing a client's account (specify KC roles/groups) WHEN I view the Account Info screen THEN I am able to see all details AND I am able to edit all details

Scenario 4 - filling in missing info (current editing bug) GIVEN I am any user viewing an account WHEN I fill in any of the blank fields THEN the system is able to save the information that I've added even if others are blank

Assumption: GOVN accounts will not be able to edit their details for now since changing their name type would be equivalent to an access type change.

Complete list of Account Details: ~1. Account Contact - name 2. Account Contact - email address 3. Account Contact - phone number~ 4. Individual vs Business Name (radio) 2. Account Name 3. Branch Name 4. mailing address

Design link: https://www.figma.com/file/dqAdOO55kQZV6cq7cyAlUB/Account-Creation---Login-Method-Page-Redesign?type=design&node-id=988-691&mode=design

pstemkens avatar Mar 01 '24 17:03 pstemkens

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JohnamLane avatar May 16 '24 18:05 JohnamLane

@lizhuomeng71 I think it's because API changes not deployed to TEST yet.

Jxio avatar Jun 12 '24 16:06 Jxio

@lizhuomeng71 above issue is an existing bug. It's out of cope of this ticket. I created another ticket here to solve it -> https://github.com/bcgov/entity/issues/21878>

Jxio avatar Jun 18 '24 20:06 Jxio

Issus is fixed

Issue: Incorrect Default Form Display When Editing Account Type

Steps to Reproduce:

Log in as an admin for an individual account. Go to "Account Info." Click "Change" next to account details. Expected Result: Only the Account Name input should be displayed.

Actual Result: Fields for Government Agency Name, Branch, Business Type, and Business Size are displayed.

This behavior is consistent for both Business and Government accounts.

lizhuomeng71 avatar Jun 20 '24 23:06 lizhuomeng71

Issue: business type and business size Not Saved

Steps to Reproduce:

Log in as an admin for an individual account. Go to "Account Info." Click "Change" next to account details. Change the account type to "Business." Enter the Tranch ID, select the business type, and choose the business size. Click "Save." Expected Result: The business type and business size values should be saved.

Actual Result: The business type and business size values are not saved.

lizhuomeng71 avatar Jun 20 '24 23:06 lizhuomeng71

Issue: when Admin and Staff Edit Account Detail for Business Account, The Default Value is not loaded into the form

Steps to Reproduce:

Log in as an admin for an business account. Go to "Account Info." Click "Change" next to account details.

Expected: User Value is loaded into the form

Actual A blank form is displayed

lizhuomeng71 avatar Jun 21 '24 20:06 lizhuomeng71

Issue is verified on Dev, Pending testing on test

lizhuomeng71 avatar Jun 27 '24 22:06 lizhuomeng71

Previous Comment Deleted

lizhuomeng71 avatar Jun 27 '24 23:06 lizhuomeng71