Ready to Trade Checklist Implementation – Version 2.

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Requirements:

 The 3 checklist template files need to be stored in S3 buckets and need to be made
downloadable.
 After a user creates a deal on the Deal Center page, if they have selected a Type of
Engagement for which there is currently a checklist for, they should be met with a
second pop-up after the “Create Deal” pop-up which says, “Do you want to download
the Deal Checklist for this deal?” The user will then click a “Yes” or “No” button. If the
user clicks “Yes” the corresponding checklist should be downloaded. If the user clicks
“No” then nothing should happen.
 The file names for the checklist templates should remain as I have sent them to you
(please use the new files that I have sent across today). When a checklist is downloaded
by the user, append the “Description” of the deal to the file name.
 Once the user downloads a checklist template, they will save it in a location somewhere
on our shared server. Once saved, the user will copy the path to the file. The user will
then need the ability to paste the file path on the Deal Center page which should be
saved as a hyperlink on PMCA. This will go below the “Ready to Trade Checklist” header
in the “Actions” table on the Deal Center page. The user should be able to come to a
deal on this page and click the hyperlink which should open the file explorer to the
folder where the file is stored.
 Edit the “Mark as Completed” pop-up to say “Are you sure you wish to mark the Ready
to Trade Checklist as complete? Only mark as complete if the green “Ready to trade”
button is visible on the checklist.”
 If the user creates a deal with a Type of Engagement that does not have a corresponding
checklist, there should be no second pop-up after the “Create Deal” pop-up.
Additionally, instead of the functionality for saving the file path as a hyperlink in the
“Actions” table, a message should be displayed in that space saying, “There is no
checklist available.” And this action should be marked as completed by default (needs a
1 value in the database field”
 There should be an additional button, to the left of the “Create Deal” button, that when
clicked, gives the user the ability to download any of the checklist templates. In this
case, the file names will not be altered when downloading.