عرض Word للـUser Stories

SAME DOCUMENT LAYOUT

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Online Accounts

OnlineAccount-Import-Export-Template-011Canonical SRS Graph

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

User Story

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Acceptance Criteria

Import modal on accounts index accepts xlsx files.
Empty file rejected with error message.
Import File record created with model type=accounts.
Required columns: Name EN, Name AR, Description EN, Description AR, Account Type, Department, Start Date, Expiry Date, Amount.
Optional columns: Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.
Duplicate rows (same name_en or name_ar within company) skipped.
Success/warning flash with row counts; errors logged for Import Log review.
Import and Export Template Columns

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

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User Journey

ينفذ Admin سيناريو Import and Export template for Online Accounts ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Import modal on accounts index accepts xlsx files.
ERP_SRS acceptance test: Empty file rejected with error message.
ERP_SRS acceptance test: Import File record created with model type=accounts.
ERP_SRS acceptance test: Required columns: Name EN, Name AR, Description EN, Description AR, Account Type, Department, Start Date, Expiry Date, Amount.
ERP_SRS acceptance test: Optional columns: Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.
ERP_SRS acceptance test: Duplicate rows (same name_en or name_ar within company) skipped.

Alternative Path

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Edge Cases

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SAME DOCUMENT LAYOUT

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Online Accounts

OnlineAccount-Import-Export-Template-011Canonical SRS Graph

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

User Story

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Description

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Acceptance Criteria

Import modal on accounts index accepts xlsx files.
Empty file rejected with error message.
Import File record created with model type=accounts.
Required columns: Name EN, Name AR, Description EN, Description AR, Account Type, Department, Start Date, Expiry Date, Amount.
Optional columns: Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.
Duplicate rows (same name_en or name_ar within company) skipped.
Success/warning flash with row counts; errors logged for Import Log review.
Import and Export Template Columns

Field Validation

Record ID	UUID / String	No	Unique and immutable after creation
Company	Reference	Yes	Required and must match the user scope
Branch	Reference	No	Must be active and permitted for the user
Status	Enum	No	Allowed enum only; transitions require permission
Created By	User Reference	No	Server-generated; client value is rejected
Created At	UTC DateTime	No	Stored in UTC and displayed in user timezone
Correlation ID	String	No	Unique per run and propagated across steps
Amount	Decimal(18,4)	Yes	Greater than zero, within approval limit and currency precision
Currency	Reference	Yes	Active currency enabled for the company
Exchange Rate	Decimal(18,8)	Yes	Positive, effective on transaction date; overrides require permission and reason
Transaction Date	Date	Yes	Must belong to an open fiscal period and not exceed close date
Reason	Text 3..1000	Yes	Trimmed length 3–1000 with unsafe markup rejected

Dropdown / Select Options (DDL)

—

User Journey

ينفذ Admin سيناريو Import and Export template for Online Accounts ويطابق النتيجة مع Acceptance Criteria في ERP_SRS، مع UI/API/Data/Audit evidence.

Scenarios

ERP_SRS acceptance test: Import modal on accounts index accepts xlsx files.
ERP_SRS acceptance test: Empty file rejected with error message.
ERP_SRS acceptance test: Import File record created with model type=accounts.
ERP_SRS acceptance test: Required columns: Name EN, Name AR, Description EN, Description AR, Account Type, Department, Start Date, Expiry Date, Amount.
ERP_SRS acceptance test: Optional columns: Subscription Type, Parent Account, Currency, Exchange Rate, Username, Password, URL, Informations, Service Type, Service Number, Repeat Payment, Period, Is Hiring Account.
ERP_SRS acceptance test: Duplicate rows (same name_en or name_ar within company) skipped.

Alternative Path

—

Edge Cases

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عرض الـUser Stories بنفس ملف الـWord

Online Accounts

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

جاري تجهيز مساحة العمل

عرض الـUser Stories بنفس ملف الـWord

Online Accounts

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.