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Combine Functionality for Members and Private Participants in Assemblies #13414

@NilHomedes

Description

@NilHomedes

Is your feature request related to a problem? Please describe. Currently, there are two functionalities that overlap in some aspects and can be confusing: Private participants and members. This is because most of the time, members and private participants coincide. It is not useful to have the list of members unlinked to the access permissions for that private space; often this means having to upload the same list of participants twice.

Describe the solution you'd like Merge the members and private participants features, creating only one functionality. We will delete the members feature and make some improvements in Private Participants.

  • This feature should be available in Processes and Assemblies.
  • The list of private participants would be granting access permissions to a private space.
  • The admin should have the ability to show or hide the private members list in the front-end.
  • The admin should have the option to upload a csv file.
  • The table should keep filter and searchable features.

Table columns:

Name Invitation sent Invitation accepted Actions
       

Form fields:

  • Mail*
  • Name*
  • Role (Text input field)

Prototype Figma prototype: https://www.figma.com/design/4XJIGlxVxps1dQBS0eqWw4/Lot-2?node-id=2399-10598&t=FxW0t36FN8U0CtTv-1

Screenshot 2024-09-23 at 17-45-11 Figma

Does this issue could impact on users private data? Yes, as adding a new private member without an existing account would send an invitation.

Acceptance criteria

  • Given I’m an admin
    When I want to define an Assembly or Process as private
    Then I see an info message below the checkbox saying that:
    ”You'll be able to manage private participants after setting it as private.”
  • Given I'm an admin,
    When I define an Assembly or Process as private,
    Then the "Private participants" element menu appears in the lateral menu.
  • Given I’m an admin in a private space,
    When I want to add new Private participant
    Then I should be able to choose between uploading a CSV or creating a new private participant.
  • Given I’m an admin in a private space,
    When I want to add a new Private Participant
    Then I should fill a form with: Mail, Name and Role (Mail and Name are compulsory)
    Role should be a text input field.
  • Given I’m an admin in a private space,
    When I fill the form to add a new Private Participant
    Then I can mark a checkbox to publish that Private Participant.
  • Given I’m an admin
    When the first Private Participant is published
    Then the "Private Participants" page is automatically published.
  • Given I’m an admin
    When I add a new Private Participant
    Then an invitation email is sent to that participant.
  • Given I’m an admin in a private space,
    When I want to add N Private Participants a the same time
    Then I can upload a CSV file.
  • Given I'm an admin in a private space,
    When I upload a CSV file with N private participants,
    Then all those private participants are uploaded and shown in the table.
  • Given I'm an admin in a private space,
    When I access "Private participants,"
    Then I can filter by "Invitation sent" and "Registered,"
    And I can search by email or name.
  • Given I'm an admin in a private space,
    When I have uploaded “Private participants”
    Then I can publish all the private participants by clicking into a button.
  • Given I'm an admin in a private space,
    When I have published the "Private Participants" page
    Then I can unpublish all the private participants by clicking into a button.
  • Given I’m a private participant
    When I want to access to a private space
    Then I can access to it.
  • Given I’m a participant
    When I want to access to a private space
    Then I can not access to it.

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