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5250 add quota to pick sheets#5264

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dorner merged 5 commits into
rubyforgood:mainfrom
yahyaelganyni1:5250-add-quota-to-pick-sheets
Jul 4, 2025
Merged

5250 add quota to pick sheets#5264
dorner merged 5 commits into
rubyforgood:mainfrom
yahyaelganyni1:5250-add-quota-to-pick-sheets

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@yahyaelganyni1

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Resolves #5250

Description

This change adds functionality to display the partner's quota information in the generated PDF. The quota is retrieved from the partner's profile and defaults to 0 if no quota is set. This feature ensures that organizations can clearly communicate quota limits to their partners, improving transparency and accountability.

Tests have been added to verify that the quota is displayed correctly, including scenarios where the quota is set and where it defaults to zero.

Type of change

  • New feature (non-breaking change which adds functionality)

How Has This Been Tested?

This feature has been tested by adding unit tests to verify the correct rendering of quota information in the generated PDF. The tests cover scenarios where:

The partner has a defined quota.
The partner has no quota set, ensuring it defaults to 0.
The tests were run locally using bundle exec rake, and all existing and new tests passed successfully. No additional configuration is required to verify the changes.

Screenshots

Screenshot from 2025-07-02 20-33-16

@cielf cielf self-requested a review July 3, 2025 13:26
cielf
cielf previously requested changes Jul 3, 2025

@cielf cielf left a comment

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Hi @yahyaelganyni1 Thank you for this! I've got one issue that needs to be addressed
from the functional testing

The quota section should not appear if the quota is not set or is 0.

This is because many banks do not use the quota feature.

@yahyaelganyni1 yahyaelganyni1 requested a review from cielf July 4, 2025 11:57
@cielf cielf requested a review from dorner July 4, 2025 14:57
@cielf cielf dismissed their stale review July 4, 2025 15:02

Addressed.

@cielf

cielf commented Jul 4, 2025

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Passes functional check. Over to @dorner for technical wisdom.

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Looks good!

@dorner dorner merged commit f005fbc into rubyforgood:main Jul 4, 2025
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github-actions Bot commented Jul 6, 2025

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@yahyaelganyni1: Your PR 5250 add quota to pick sheets is part of today's Human Essentials production release: 2025.07.06.
Thank you very much for your contribution!

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Add quota to pick sheets

3 participants