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3484: Update export CSV to match permission language changes [ES] #3566

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@erinysong erinysong commented Feb 25, 2025

Ticket

Resolves #3484

Changes

Updates Members CSV export with the following:

  • Rename Organization admin field to Member access. Change field from boolean to access level string.
  • Refactor Members, Requests, and Domains permissions to clarify read/write permissions and match language on updated members page.

Context for reviewers

Setup

In the org model view, export the Members CSV from the Members page. Verify that the CSV matches the changes described above.

Code Review Verification Steps

As the original developer, I have

Satisfied acceptance criteria and met development standards

  • Met the acceptance criteria, or will meet them in a subsequent PR
  • Created/modified automated tests
  • Update documentation in READMEs and/or onboarding guide

Ensured code standards are met (Original Developer)

  • If any updated dependencies on Pipfile, also update dependencies in requirements.txt.
  • Interactions with external systems are wrapped in try/except
  • Error handling exists for unusual or missing values

Validated user-facing changes (if applicable)

  • Tag @dotgov-designers in this PR's Reviewers for design review. If code is not user-facing, delete design reviewer checklist
  • Verify new pages have been added to .pa11yci file so that they will be tested with our automated accessibility testing
  • Checked keyboard navigability
  • Tested general usability, landmarks, page header structure, and links with a screen reader (such as Voiceover or ANDI)

As a code reviewer, I have

Reviewed, tested, and left feedback about the changes

  • Pulled this branch locally and tested it
  • Verified code meets all checks above. Address any checks that are not satisfied
  • Reviewed this code and left comments. Indicate if comments must be addressed before code is merged
  • Checked that all code is adequately covered by tests
  • Verify migrations are valid and do not conflict with existing migrations

Validated user-facing changes as a developer

Note: Multiple code reviewers can share the checklists above, a second reviewer should not make a duplicate checklist. All checks should be checked before approving, even those labeled N/A.

  • New pages have been added to .pa11yci file so that they will be tested with our automated accessibility testing
  • Checked keyboard navigability
  • Meets all designs and user flows provided by design/product
  • Tested general usability, landmarks, page header structure, and links with a screen reader (such as Voiceover or ANDI)
  • (Rarely needed) Tested as both an analyst and applicant user

As a designer reviewer, I have

Verified that the changes match the design intention

  • Checked that the design translated visually
  • Checked behavior. Comment any found issues or broken flows.
  • Checked different states (empty, one, some, error)
  • Checked for landmarks, page heading structure, and links

Validated user-facing changes as a designer

  • Checked keyboard navigability
  • Tested general usability, landmarks, page header structure, and links with a screen reader (such as Voiceover or ANDI)
  • Tested with multiple browsers (check off which ones were used)
    • Chrome
    • Microsoft Edge
    • FireFox
    • Safari
  • (Rarely needed) Tested as both an analyst and applicant user

References

Screenshots

@erinysong erinysong requested a review from a team February 25, 2025 20:28
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🥳 Successfully deployed to developer sandbox es.

@zandercymatics zandercymatics self-assigned this Feb 25, 2025
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🥳 Successfully deployed to developer sandbox es.

@@ -38,10 +38,18 @@
from django.contrib.contenttypes.models import ContentType
from registrar.models.utility.generic_helper import convert_queryset_to_dict
from registrar.models.utility.orm_helper import ArrayRemoveNull
from registrar.models.utility.portfolio_helper import UserPortfolioRoleChoices
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Thanks for catching this!

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@zandercymatics zandercymatics left a comment

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LGTM! Nice work

@Katherine-MN Katherine-MN requested review from Katherine-MN and removed request for a team February 25, 2025 23:19
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🥳 Successfully deployed to developer sandbox es.

@erinysong erinysong changed the title 3484: Update export CSV to match permission language changes 3484: Update export CSV to match permission language changes [ES] Feb 28, 2025
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Successfully merging this pull request may close these issues.

Wording on member exports should match recent permission changes
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