Allow users to replace a custom impact profile
As a PA user, I want to be able to replace an impact profile that was submit by my PA up until it is used in a budget filing or claim.
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As a PA user, I want to be able to replace an impact profile that was submit by my PA up until it is used in a budget filing or claim.
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cedars team
Mar 19
This work is now available of
cedars-2for testing.Test cases for replace impact profiles feature
Replace impact profile link is visible for PAs
Secondary navigation entry: Verify Replace Impact Profile link appears in the secondary navigation and opens Step 1.
Step 1 Impact Profile selection: Verify the user can select an existing Impact Profile from the library.
Step 1 End year validation: Verify that the End Year must be after the Start Year for the profile being replaced.
Step 1 Replacement details entry: Verify the user can enter replacement details, including Start Year, End Year, and Replacement Reason.
Step 1 End year validation: Verify that the replacement End Year is after the replacement Start Year, or can be left blank.
Step 2 8760 upload: Verify the user can upload replacement 8760 files and proceed when the upload is valid.
Step 3 Review screen content: Verify Step 3 displays Replaced Impact Profile, Replacement Reason, and comparison charts for Daily Impact Profile and Quarterly Avoided Costs.
Chart visibility toggle: Verify the user can independently toggle visibility of old and new profiles.
Publish replacement: Verify that clicking Publish creates and saves the new impact profile.
Old profile updated on publish: Verify that publishing updates the old profile with the revised End Year and locks it from editing.
Version history tagging and linking: Verify the old profile shows Replaced in Version History with a link to the new profile, and the new profile shows Current.
Library sorting order: Verify profiles are sorted as Current → No Tag → Replaced.
Replaced profile availability: Verify replaced profiles remain usable through their defined End Year.
Edit vs replace behaviour: Verify profiles not yet used in a budget filing or claim follow the edit flow rather than requiring replacement.
Jake Richardson (PG&E)
Mar 30
I tried to test this morning but can’t find the button.
cedars team
Mar 30
Apologies @Jake Richardson (PG&E) it looks like the work wasn't put back up after we cloned last week. I’ll let you know when this is ready to test again.
cedars team
Mar 31
Hi @Jake Richardson (PG&E), the replace impact profiles work has been put back up on
cedars-2.Jake Richardson (PG&E)
Mar 31
Here is my initial feedback. I will test CET side tomorrow once it has loaded.
Test cases for replace impact profiles feature
Replace impact profile link is visible for PAs
(a) Yes
Secondary navigation entry: Verify Replace Impact Profile link appears in the secondary navigation and opens Step 1.
(a) I don’t know what this means exactly. If it means in other pages than the default library page, yes I see it.
Step 1 Impact Profile selection: Verify the user can select an existing Impact Profile from the library.
(a) Yes
Step 1 End year validation: Verify that the End Year must be after the Start Year for the profile being replaced.
(a) It doesn’t allow a prior year but it does allow the same year as the start year. This seems OK to me.
Step 1 Replacement details entry: Verify the user can enter replacement details, including Start Year, End Year, and Replacement Reason.
(a) Yes
(b) User should be able to expand (or narrow) the climate zone applicability for replacement profiles.
(c) User should be able to set source impact type for the replacement profile
Step 1 End year validation: Verify that the replacement End Year is after the replacement Start Year, or can be left blank.
(a) Same year is allowed but this is OK
Step 2 8760 upload: Verify the user can upload replacement 8760 files and proceed when the upload is valid.
(a) This should allow for single profile or profile by climate zone, the same as the original upload. The one I was replacing was originally a single profile but I was asked for a profile for each CZ.
Step 3 Review screen content: Verify Step 3 displays Replaced Impact Profile, Replacement Reason, and comparison charts for Daily Impact Profile and Quarterly Avoided Costs.
(a) Yes on charts
(b) Replaces Impact Profile and Replacement Reason did not populate.
(c) When you click the edit button on this screen, it takes you to the normal add impact profile screen. You have to use the back buttons to get to the replace impact profile screens.
Chart visibility toggle: Verify the user can independently toggle visibility of old and new profiles.
(a) Yes
Publish replacement: Verify that clicking Publish creates and saves the new impact profile.
(a) Yes
(b) Will need to test once CET updates tomorrow.
Old profile updated on publish: Verify that publishing updates the old profile with the revised End Year and locks it from editing.
(a) Old profile was updated before publishing the new profile and was locked for editing.
Version history tagging and linking: Verify the old profile shows Replaced in Version History with a link to the new profile, and the new profile shows Current.
(a) It does show replaced
Library sorting order: Verify profiles are sorted as Current → No Tag → Replaced.
(a) Yes, it appears this way
Replaced profile availability: Verify replaced profiles remain usable through their defined End Year.
(a) Will need to test tomorrow after CET is updated.
Edit vs replace behaviour: Verify profiles not yet used in a budget filing or claim follow the edit flow rather than requiring replacement.
(a) Yes, verified. Unused profiles appear to be able to follow either path.
cedars team
Apr 8
Hi @Jake Richardson (PG&E) the following fixes are up on
cedars-2Replace Impact Profile – Step 1
Add input:
How many 8760 Impact Profiles will you upload?Replace Impact Profile – Step 3
Fix issue where: Replaced Impact Profile does not populate, and Replacement Reason does not populate
Fix navigation issue on Step 3: Update behavior to if profile is a replacement, Edit should: Open a replacement-specific edit screen. Preserve the context of the replacement flow. Include all replacement-specific inputs (e.g., Replacement Reason). Clicking Edit currently routes to the standard “Add Impact Profile” flow, users must manually navigate back to the replacement flow.
Jake Richardson (PG&E)
Apr 15
Thanks, this seems to work for me. The one issue I noticed, is the CET (and budget filing module) did not reflect the new End Date for the replaced profile in the avoided cost combos in the specification.
cedars team
Apr 16
A fix for that issue is in progress. I’ll update when it’s in place. Thanks.
cedars team
Apr 21
A fix is up on
cedars-2to resolve the issue where the new end date was not reflected in the avoided cost combos. Could you please test this and let us know if you run into any other issues. Thanks.Jake Richardson (PG&E)
Apr 21
I don’t see the end date reflect on the profile “On Bill Financing 2023 Cohort” that I changed the end date on previously.
I tried to set an end date on a different profile and got an error.