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16 changes: 10 additions & 6 deletions docs/src/import_data/aurora.md
Original file line number Diff line number Diff line change
Expand Up @@ -16,28 +16,32 @@ are defined in the Constance configuration within the [Admin Interface](../inter
Home › Constance › Config > Remote System Tokens
```

2. Additionally, select the appropriate **checkers** for both **Households** and **Individuals** corresponding to the specific program.
2. Additionally, select the appropriate **checkers** for both **Households** and **Individuals** corresponding to the specific program within the [Collector Interface](../interfaces.md#collector-interface):
```
Programme
```

---

### Processing

To begin, in the [Collector Interface](../interfaces.md#collector-interface), navigate to the menu

Program

```
Programme
```
menu, then press the **[Import Data]** button and select the **[Aurora]** tab. Here, you can configure the import settings:

- **Batch Name** – Specify a custom batch name if needed.

By default, will be used: *<"Batch " + the current datetime>*

- **Registration** – Select the specific Aurora registration to import. If needed, [synchronize](../interfaces.md#synchronize-unified-classifiers) registrations before proceeding.
- **Check Before** – Enable this option to prevent the import if errors are detected.
- **Registration** – Select the specific Aurora registration to import. If needed, [synchronize](../interfaces.md#synchronize-unified-classifiers) unified classifiers before proceeding.
- **Household Name Column** – Specify which Individual's column contains the Household's name.

By default, this is set to *family_name*.

- **Check Before** – Enable this option to prevent the import if errors are detected.

- **Fail if Alien** – Enable this option to fail the import if any unexpected fields (not defined in the validator) are found.

Once all settings are correctly configured, press **[Import]** to proceed or **[Close]** to cancel. After initiating the import, you will be redirected to the **Jobs** page, where you can track the progress and details of the import job.
19 changes: 9 additions & 10 deletions docs/src/interfaces.md
Original file line number Diff line number Diff line change
Expand Up @@ -7,15 +7,6 @@ Hope Workspace provides two interfaces for different roles:
The primary interface for data collection and processing, offering an enhanced user experience with additional workspace features.



#### Households Page / Individuals Page

Displays a list of households and individuals related to the selected program, with filtering options and the ability to validate the entire program.

When selecting an item, you can view or edit the imported data by columns, make necessary corrections, and validate the data for the chosen entry to detect any potential issues.

---

#### Program page

Provides complete information about the selected program, along with available actions accessible via buttons, including:
Expand All @@ -40,7 +31,15 @@ For convenience, the **Program** page includes a dedicated button, represented b

---

#### Batch page
#### Households Page / Individuals Page

Displays a list of households and individuals related to the selected program, with filtering options and the ability to validate the entire program.

When selecting an item, you can view or edit the imported data by columns, make necessary corrections, and validate the data for the chosen entry to detect any potential issues.

---

#### Batches page

Displays a list of batches. A batch is an entity that contains references to imported data sources for the selected program. The page includes filtering options, allowing users to refine the list. For a selected batch, you can view the imported records.

Expand Down
2 changes: 1 addition & 1 deletion src/country_workspace/management/commands/demo.py
Original file line number Diff line number Diff line change
Expand Up @@ -77,7 +77,7 @@ def handle(self, *args: Any, **options: Any) -> None:
):
sync_all()

self.stdout.write("Cleaning ond data")
self.stdout.write("Cleaning old data")
Batch.objects.all().delete()
Household.objects.all().delete()
Individual.objects.all().delete()
Expand Down
4 changes: 3 additions & 1 deletion tests/test_user_flow.py
Original file line number Diff line number Diff line change
Expand Up @@ -74,7 +74,9 @@ def test_login(app, user, data: "list[Household]", settings: "SettingsWrapper"):
assert "You do not have any Office enabled." in res.text

with user_grant_permissions(
user, ["workspaces.view_countryhousehold", "workspaces.view_countryindividual"], program.country_office
user,
["workspaces.view_countryhousehold", "workspaces.view_countryindividual", "workspaces.view_countryprogram"],
program.country_office,
):
hh = program.country_office.programs.first().households.first()
res = app.get(reverse("workspace:select_tenant"), user=user)
Expand Down
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