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Feature Outline Outlook Sidekick

Feature Outline: Outlook Sidekick

Objective

Integrate inbound email handling with the kanban board, allowing users to: 1. Link emails to boards/cards and threads. 2. Create new cards from emails. 3. Update existing cards with email content. 4. Manage attached files (add new, update, or create revisions). 5. Enable email replies to thread conversations within cards.

Key Features

  1. Create New Card from Email
  2. Extract the email subject as the card title.
  3. Use email content as the card description.

  4. Include email attachments in the new card.

  5. Update Existing Card from Email

  6. Append email content to an existing card’s activity log or comments.

  7. Manage email attachments (add or create file revisions).

  8. File Handling

  9. Attach files from emails to cards.

  10. Replace an older file version with a newer revision, maintaining version history.

  11. Email Threading

  12. Embed a correlation token in email replies.
  13. Automatically link email responses to the appropriate card, consolidating all conversations.

Cucumber Scenarios with Acceptance Criteria

Scenario: Create a New Card from an Email

Given
- An email is received in the user’s Outlook inbox with a subject, body, and attachments.
When
- The user selects "Create New Card" in the Sidekick plugin.
Then
- A new card is created on the specified board.
- The card’s title is set to the email subject.
- The email body is added as the card description.
- Any attachments are added to the card’s file section.

Scenario: Update an Existing Card with an Email

Given
- An email is received in the user’s Outlook inbox.
- The email corresponds to an existing card (based on a correlation token or manual selection).
When
- The user selects "Update Existing Card" in the Sidekick plugin.
Then
- The email body is appended to the card’s activity log or comments.
- Any attachments are added to the card as files or revisions of existing files (if they match by name).

Scenario: Add Email Attachments to a Card

Given
- An email contains file attachments (e.g., an Excel file).
When
- The user chooses to attach these files to a new or existing card.
Then
- The files are added to the card.
- If a file with the same name already exists, the new file replaces the old one, creating a revision.

Scenario: Thread Emails into a Card

Given
- An email thread is ongoing, and replies are sent from the Outlook Sidekick.
When
- The user replies to an email using the Sidekick plugin.
Then
- A correlation token is embedded in the reply.
- All future replies in the thread are automatically added to the relevant card’s conversation log.
- Team members can view all email exchanges within the card for full context.

Scenario: Reply to an Email from a Card

Given
- A card contains email-threaded conversations.
When
- The user replies to a conversation directly from the card.
Then
- The reply is sent via email.
- The email includes the correlation token to ensure threading.
- The reply is logged in the card for visibility.

Scenario: Handle Missing Context (No Corresponding Card)

Given
- An email does not match any existing cards.
When
- The user selects "Link to Card" but no card is found.
Then
- The system prompts the user to create a new card.
- The email content is used to populate the new card details.

These scenarios ensure the integration is seamless and provides users with robust capabilities to manage email and file interactions directly within the kanban board environment.